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
Apple IncAAPL$488.5MAddQ2 2024 13F$489M$186.49$327.50
Thermo Fisher Scientific Inc.TMO$235.4MOtherQ2 2024 13F$235M$572.88$523.46
Alphabet IncGOOGL$235.4MAddQ2 2024 13F$235M$168.57$370.92
Microsoft CorpMSFT$177.2MAddQ2 2024 13F$177M$422.32$395.63
Permian Resources Corporation Class APR$171.7MOtherQ2 2024 13F$172M$16.57$19.59
Hilton Worldwide Holdings IncHLT$149.5MAddQ2 2024 13F$149M$205.39$323.26
Meta Platforms, Inc.META$1B2.2M sharesAddQ2 2024 13F$117M$486.09$681.31
Johnson & JohnsonJNJ$116.9MAddQ2 2024 13F$117M$148.72$247.02
Unitedhealth Group IncUNH$113.6MAddQ2 2024 13F$114M$490.13$418.52
Oracle CorporationORCL$112.2MAddQ2 2024 13F$112M$124.18$132.54
Texas Instruments IncTXN$111.3MAddQ2 2024 13F$111M$184.76$284.55
SolarEdge Technologies, Inc.SEDG$-110.3MTrimQ2 2024 13F$110M$51.98$54.58
KLA CorporationKLAC$110.0MAddQ2 2024 13F$110M$73.87$218.44
Eli Lilly and Company Common StockLLY$-106.0MTrimQ2 2024 13F$106M$799.92$1,156.63
Jeremy Grantham (GMO) add Unmapped 13F securityPORTFOLIO$817M767.6k sharesAddQ2 2024 13F$98M$1,064.85--
Intuitive Surgical, Inc.ISRG$88.4MAddQ2 2024 13F$88M$398.28$348.92
Elevance Health, Inc. Common StockELV$84.7MAddQ2 2024 13F$85M$528.58$384.48
Taiwan Semiconductor Manufacturing Co LtdTSM$-77.4MTrimQ2 2024 13F$77M$151.69$424.61
Stellantis NVSTLA$-73.9MTrimQ2 2024 13F$74M$23.16$5.90
Pioneer Natural Resources CompanyPXD$-72.5MExitQ2 2024 13F$72M$270.84$269.62
Coca-Cola Company (The) Common StockKO$71.7MAddQ2 2024 13F$72M$61.90$82.45
TJX Companies, Inc. (The) Common StockTJX$69.6MAddQ2 2024 13F$70M$100.72$155.00
Amazon.com IncAMZN$677M3.5M sharesTrimQ2 2024 13F$59M$183.70$254.96
NexGen Energy Ltd.NXE$58.0MAddQ2 2024 13F$58M--$8.86
Jeremy Grantham (GMO) exit Unmapped 13F securityPORTFOLIO$-57.1MExitQ2 2024 13F$57M----
Microsoft CorpMSFT$385.8MAddQ1 2024 13F$386M$404.82$395.63
Meta Platforms, Inc.META$995M2M sharesAddQ1 2024 13F$333M$446.07$681.31
Alphabet IncGOOGL$321.6MAddQ1 2024 13F$322M$143.05$370.92
Jeremy Grantham (GMO) add Unmapped 13F securityPORTFOLIO$720M740.8k sharesAddQ1 2024 13F$225M$971.57--
Elevance Health, Inc. Common StockELV$213.5MAddQ1 2024 13F$214M$497.33$384.48
Oracle CorporationORCL$207.9MAddQ1 2024 13F$208M$114.46$132.54
Coca-Cola Company (The) Common StockKO$187.1MAddQ1 2024 13F$187M$60.07$82.45
Merck & Co., Inc.MRK$184.8MAddQ1 2024 13F$185M$123.26$123.60
Apple IncAAPL$162.6MAddQ1 2024 13F$163M$181.83$327.50
Intuitive Surgical, Inc.ISRG$161.8MAddQ1 2024 13F$162M$377.87$348.92
GE AerospaceGE$157.5MAddQ1 2024 13F$157M$117.76$340.30
Salesforce, Inc. Common StockCRM$156.9MAddQ1 2024 13F$157M$288.53$172.68
Wells Fargo & CoWFC$518M8.9M sharesAddQ1 2024 13F$154M$52.32$86.35
U.S. BancorpUSB$153.3MAddQ1 2024 13F$153M$42.20$63.25
KLA CorporationKLAC$147.3MAddQ1 2024 13F$147M$64.22$218.44
Cigna Corp (2)CI$146.0MAddQ1 2024 13F$146M$329.18$284.53
Amazon.com IncAMZN$736M4.1M sharesAddQ1 2024 13F$139M$166.93$254.96
Johnson & JohnsonJNJ$138.8MAddQ1 2024 13F$139M$159.17$247.02
Jeremy Grantham (GMO) add Unmapped 13F securityPORTFOLIO$615M5.4M sharesAddQ1 2024 13F$133M$113.66--
Eli Lilly and Company Common StockLLY$129.8MAddQ1 2024 13F$130M$711.67$1,156.63
Texas Instruments IncTXN$129.8MAddQ1 2024 13F$130M$166.75$284.55
Livent CorpLTHM$-121.9MExitQ1 2024 13F$122M--$16.51
TJX Companies, Inc. (The) Common StockTJX$119.2MAddQ1 2024 13F$119M$96.95$155.00
Otis Worldwide CorpOTIS$112.7MAddQ1 2024 13F$113M$92.42$73.62
Constellation Brands IncSTZ$112.5MAddQ1 2024 13F$113M$253.05$131.64
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