Jeremy Grantham

GMO

Robert Jeremy Goltho Grantham, born in 1938, is a prominent British investor and the co-founder and chief investment strategist of GMO LLC, a Boston-based asset management firm. Grantham is known for his critical views on government responses to financial crises, particularly following the 2008 crisis. He pioneered one of the world's first index funds in the early 1970s, reflecting his commitment to innovative investment strategies and long-term market analysis. GMO, under Grantham's leadership, manages a diverse portfolio with a focus on value investing and risk management. The firm had over $118 billion in assets under management as of March 2015, although this number has since decreased. Grantham's investment approach emphasizes understanding market cycles and capitalizing on mispriced assets, which has positioned GMO as a significant player in the asset management industry. Recent disclosures reveal Grantham's trading activity through May 14, 2026, showcasing a total of 200 reported actions, including 97 position increases and 60 reductions. Notably, the largest move involved trimming a position in Wells Fargo & Company (WFC) valued at approximately $492 million. The disclosed trading record highlights Grantham's strategic focus, particularly in the technology and financial services sectors.

History Trades

CompanyValueActionChangePriceLast Price
Oracle CorporationORCL$-1.2BTrimQ4 2025 13F$1B$237.10$132.54
Amazon.com IncAMZN$1B6.4M sharesAddQ4 2025 13F$679M$228.79$254.96
Alphabet IncGOOGL$383.1MAddQ4 2025 13F$383M$285.73$370.92
Thermo Fisher Scientific Inc.TMO$358.8MAddQ4 2025 13F$359M$565.50$534.07
Lam Research CorporationLRCX$282.7MAddQ4 2025 13F$283M$155.53$306.76
Apple IncAAPL$264.3MAddQ4 2025 13F$264M$268.45$327.50
Eli Lilly and Company Common StockLLY$259.9MAddQ4 2025 13F$260M$956.19$1,156.63
Meta Platforms, Inc.META$2B2.9M sharesAddQ4 2025 13F$251M$667.77$681.31
Johnson & JohnsonJNJ$203.4MAddQ4 2025 13F$203M$197.75$247.02
Salesforce, Inc. Common StockCRM$184.1MAddQ4 2025 13F$184M$248.51$172.68
Merck & Co., Inc.MRK$167.1MAddQ4 2025 13F$167M$93.87$123.60
Intuitive Surgical, Inc.ISRG$162.0MAddQ4 2025 13F$162M$532.37$348.92
Broadcom IncAVGO$158.3MAddQ4 2025 13F$158M$357.61$394.28
Coca-Cola Company (The) Common StockKO$152.5MAddQ4 2025 13F$152M$69.71$82.45
Hilton Worldwide Holdings IncHLT$148.9MAddQ4 2025 13F$149M$272.29$323.26
KLA CorporationKLAC$145.1MAddQ4 2025 13F$145M$117.29$218.44
Accenture PLCACN$144.5MAddQ4 2025 13F$145M$254.06$144.73
U.S. BancorpUSB$123.6MAddQ4 2025 13F$124M$49.19$63.25
ASML Holding NVASML$115.8MAddQ4 2025 13F$116M$1,043.15$1,732.94
NVIDIA CorporationNVDA$103.7MAddQ4 2025 13F$104M$186.14$212.50
TotalEnergies SETOTB.DE$101.3MOtherQ4 2025 13F$101M--$65.42
Visa IncV$96.3MAddQ4 2025 13F$96M$340.70$365.14
Taiwan Semiconductor Manufacturing Co LtdTSM$77.1MAddQ4 2025 13F$77M$293.42$414.71
Elevance Health, Inc. Common StockELV$71.9MAddQ4 2025 13F$72M$337.93$384.48
Albemarle CorpALB$71.3MAddQ4 2025 13F$71M$113.51$117.10
Lam Research CorporationLRCX$374.8MAddQ3 2025 13F$375M$105.88$306.76
Apple IncAAPL$333.4MAddQ3 2025 13F$333M$225.91$327.50
Alphabet IncGOOGL$321.1MAddQ3 2025 13F$321M$209.46$370.92
Thermo Fisher Scientific Inc.TMO$288.2MAddQ3 2025 13F$288M$465.46$534.07
Johnson & JohnsonJNJ$262.5MAddQ3 2025 13F$262M$171.33$247.02
Unitedhealth Group IncUNH$252.7MAddQ3 2025 13F$253M$302.44$418.52
Eli Lilly and Company Common StockLLY$165.1MAddQ3 2025 13F$165M$744.16$1,156.63
Wells Fargo & CoWFC$527M6.3M sharesTrimQ3 2025 13F$152M$81.09$86.35
Microsoft CorpMSFT$151.4MAddQ3 2025 13F$151M$510.13$395.63
iShares iBoxx $ High Yield Corporate Bond ETFHYG$-131.6MExitQ3 2025 13F$132M$80.57$79.81
U.S. BancorpUSB$108.5MAddQ3 2025 13F$109M$49.04$63.25
Texas Instruments IncTXN$-103.1MTrimQ3 2025 13F$103M$195.51$284.55
Constellation Brands IncSTZ$-98.2MTrimQ3 2025 13F$98M$159.06$131.64
Salesforce, Inc. Common StockCRM$96.6MAddQ3 2025 13F$97M$252.21$172.68
Broadcom IncAVGO$82.9MAddQ3 2025 13F$83M$306.78$394.28
Intuitive Surgical, Inc.ISRG$-82.2MTrimQ3 2025 13F$82M$479.87$348.92
TJX Companies, Inc. (The) Common StockTJX$77.5MAddQ3 2025 13F$77M$132.86$150.61
Oracle CorporationORCL$-70.8MTrimQ3 2025 13F$71M$254.66$132.54
The Toronto-Dominion BankTD$65.3MAddQ3 2025 13F$65M$75.06$123.19
Jeremy Grantham (GMO) add Unmapped 13F securityPORTFOLIO$108M3.2M sharesAddQ3 2025 13F$49M$33.58--
Mr. Cooper Group Inc.COOP$-47.5MTrimQ3 2025 13F$47M$184.11$210.79
Merck & Co., Inc.MRK$43.9MAddQ3 2025 13F$44M$82.37$123.60
The AZEK Company IncAZEK$-40.5MExitQ3 2025 13F$41M--$54.35
Cigna Corp (2)CI$-39.3MTrimQ3 2025 13F$39M$295.89$284.53
Accenture PLCACN$35.4MAddQ3 2025 13F$35M$260.75$144.73
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