 | |
Jeremy Grantham13F | |
| GMO LLC | |
| Last update 2024-11-13 | 559 Stocks (94 new) |
| Value $31.91 Bil | Turnover 10 % |
| Portfolio Report | |
Jeremy Grantham Profile
Jeremy Grantham is the Chairman of the Board of Grantham Mayo van Otterloo (GMO) LLC, a Boston-based asset management firm. He is regarded as a highly knowledgeable investor in various stock, bond and commodity markets. Grantham started one of the world's first index funds in the early 1970s.
Jeremy Grantham Investing Philosophy
Grantham has built much of his investing reputation over his long career by correctly identifying speculative market "bubbles" as they were happening and steering clients' assets clear of impending crashes. Grantham avoided investing in Japanese equities and real estate in the late eighties, as well as technology stocks during the internet bubble in the late nineties. Grantham also began warning about the overvaluation of equity and credit markets in 2006, well before the start of the crisis.
Jeremy Grantham Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 4,001,855 | 1721998.210 | +5.80% | 5.400 | +0.30% | 0.050 | +0.95% | -0.60% | 3114843.301 | Software | |
AAPL | Apple Inc | 6,340,027 | 1477226.290 | +5.43% | 4.630 | +0.24% | 0.040 | +3.52% | -5.42% | 3580182.678 | Hardware | |
META | Meta Platforms Inc | 2,347,066 | 1343554.460 | +6.35% | 4.210 | +0.25% | 0.090 | +5.57% | +5.18% | 1554731.508 | Interactive Media | |
GOOGL | Alphabet Inc | 7,329,022 | 1215518.300 | +5.64% | 3.810 | +0.20% | 0.060 | +18.62% | +1.45% | 2357015.060 | Interactive Media | |
ORCL | Oracle Corp | 6,017,401 | 1025365.130 | +5.70% | 3.210 | +0.17% | 0.220 | -11.70% | -7.06% | 432129.702 | Software | |
JNJ | Johnson & Johnson | 6,294,037 | 1020011.640 | +4.48% | 3.200 | +0.14% | 0.260 | -10.78% | -1.77% | 342026.919 | Drug Manufacturers | |
UNH | UnitedHealth Group Inc | 1,690,509 | 988406.800 | -14.73% | 3.100 | -0.50% | 0.180 | -12.55% | +2.93% | 479182.850 | Healthcare Plans | |
TXN | Texas Instruments Inc | 4,245,673 | 877028.670 | +5.11% | 2.750 | +0.13% | 0.470 | -5.47% | +1.41% | 173457.989 | Semiconductors | |
ELV | Elevance Health Inc | 1,684,658 | 876022.160 | +24.80% | 2.750 | +0.55% | 0.730 | -22.24% | +3.32% | 88397.381 | Healthcare Plans | |
KO | Coca-Cola Co | 11,574,464 | 831740.980 | -1.68% | 2.610 | -0.04% | 0.270 | -11.14% | -1.91% | 263077.171 | Beverages - Non-Alcoholic |
Jeremy Grantham's Historical Top Holdings Breakdowns
Jeremy Grantham's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ADBE | Adobe Inc | 2023-12-31 | Sold Out | -1.42% | 507.03 ($576.76) 633.66 | $405.92 | -29.62% | Sold Out | 0 | -591,327 | |
MDT | Medtronic PLC | 2023-06-30 | Reduce | -1.13% | 79.47 ($86) 91.38 | $80.66 | -6.21% | Reduce -96.87% | 89,346 | -2,762,941 | |
AAPL | Apple Inc | 2024-06-30 | Add | +1.05% | 165 ($186.49) 216.67 | $236.85 | 27.00% | Add 32.54% | 6,013,397 | 1,476,341 | |
V | Visa Inc | 2024-09-30 | Add | +1.00% | 253.74 ($270.36) 291.56 | $307.71 | 13.81% | Add 66.06% | 2,921,220 | 1,162,043 | |
GOOGL | Alphabet Inc | 2024-03-31 | Add | +0.96% | 131.4 ($143.05) 153.51 | $192.04 | 34.25% | Add 34.66% | 6,813,493 | 1,753,839 | |
MSFT | Microsoft Corp | 2024-03-31 | Add | +0.92% | 367.75 ($404.82) 429.37 | $418.95 | 3.49% | Add 19.96% | 3,597,068 | 598,476 | |
AXP | American Express Co | 2024-09-30 | Reduce | -0.91% | 225.92 ($249) 271.2 | $293.30 | 17.79% | Reduce -92.2% | 98,421 | -1,163,929 | |
AAPL | Apple Inc | 2024-03-31 | Add | +0.84% | 169 ($181.83) 195.18 | $236.85 | 30.26% | Add 41.94% | 4,537,056 | 1,340,526 | |
TMO | Thermo Fisher Scientific Inc | 2024-06-30 | New Buy | +0.79% | 541.52 ($572.88) 599.02 | $542.31 | -5.34% | New holding | 425,639 | 425,639 | |
META | Meta Platforms Inc | 2023-09-30 | Reduce | -0.75% | 283.25 ($301.3) 325.48 | $615.86 | 104.40% | Reduce -22.98% | 1,890,832 | -563,998 |
Jeremy Grantham Total Holding History ($B)
Jeremy Grantham's Asset Allocation
Jeremy Grantham Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Jeremy Grantham's Hypothetical Growth since 2024-09-30
Jeremy Grantham's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Jeremy Grantham's Holdings Heat Map
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Jeremy Grantham's Holdings Bubble Chart
Jeremy Grantham News
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