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
Microsoft CorpMSFT$621.9MAddQ2 2025 13F$622M$433.34$395.63
Otis Worldwide CorpOTIS$-562.8MTrimQ2 2025 13F$563M$96.64$73.62
Broadcom IncAVGO$553.1MAddQ2 2025 13F$553M$216.36$394.28
Unitedhealth Group IncUNH$-496.9MTrimQ2 2025 13F$497M$384.44$418.52
Meta Platforms, Inc.META$2B2.2M sharesAddQ2 2025 13F$453M$617.26$681.31
Oracle CorporationORCL$400.1MAddQ2 2025 13F$400M$161.13$132.54
Lam Research CorporationLRCX$317.3MAddQ2 2025 13F$317M$79.21$306.76
Apple IncAAPL$-259.4MTrimQ2 2025 13F$259M$202.27$327.50
TRADEWEB MARKETS INCTW$217.2MOtherQ2 2025 13F$217M$139.67$100.68
Visa IncV$-181.2MTrimQ2 2025 13F$181M$348.58$365.14
Uber Technologies IncUBER$178.2MAddQ2 2025 13F$178M$82.17$71.55
Alphabet IncGOOGL$172.6MAddQ2 2025 13F$173M$163.55$370.92
Elevance Health, Inc. Common StockELV$-145.6MTrimQ2 2025 13F$146M$402.74$384.48
Texas Instruments IncTXN$140.6MAddQ2 2025 13F$141M$177.56$284.55
Amazon.com IncAMZN$791M3.6M sharesAddQ2 2025 13F$137M$197.77$254.96
iShares iBoxx $ High Yield Corporate Bond ETFHYG$131.6MOtherQ2 2025 13F$132M$78.79$79.81
KLA CorporationKLAC$129.8MAddQ2 2025 13F$130M$75.12$218.44
Johnson & JohnsonJNJ$-128.6MTrimQ2 2025 13F$129M$153.90$247.02
Constellation Brands IncSTZ$114.8MAddQ2 2025 13F$115M$179.43$131.64
Salesforce, Inc. Common StockCRM$90.8MAddQ2 2025 13F$91M$267.36$172.68
Merck & Co., Inc.MRK$-88.1MTrimQ2 2025 13F$88M$79.65$123.60
Hilton Worldwide Holdings IncHLT$85.3MAddQ2 2025 13F$85M$237.88$323.26
Wells Fargo & CoWFC$679M8.5M sharesAddQ2 2025 13F$77M$72.10$86.35
U.S. BancorpUSB$74.9MAddQ2 2025 13F$75M$42.05$63.25
Intuitive Surgical, Inc.ISRG$60.1MAddQ2 2025 13F$60M$522.44$348.92
Uber Technologies IncUBER$328.2MOtherQ1 2025 13F$328M$72.04$71.55
Broadcom IncAVGO$238.6MAddQ1 2025 13F$239M$211.65$394.28
Johnson & JohnsonJNJ$210.0MAddQ1 2025 13F$210M$156.47$247.02
Elevance Health, Inc. Common StockELV$201.0MAddQ1 2025 13F$201M$401.43$384.48
Alphabet IncGOOGL$-186.0MTrimQ1 2025 13F$186M$181.36$370.92
Jeremy Grantham (GMO) add Unmapped 13F securityPORTFOLIO$1B8.1M sharesAddQ1 2025 13F$182M$132.65--
Thermo Fisher Scientific Inc.TMO$155.5MAddQ1 2025 13F$155M$541.60$523.46
Microsoft CorpMSFT$144.6MAddQ1 2025 13F$145M$407.71$395.63
Oracle CorporationORCL$-132.2MTrimQ1 2025 13F$132M$162.81$132.54
iShares Core S&P 500 ETFIVV$-128.4MExitQ1 2025 13F$128M$590.51$758.39
Unitedhealth Group IncUNH$117.4MAddQ1 2025 13F$117M$511.20$418.52
Cigna Corp (2)CI$114.4MAddQ1 2025 13F$114M$301.26$284.53
Meta Platforms, Inc.META$1B2.1M sharesTrimQ1 2025 13F$111M$645.17$681.31
Visa IncV$108.1MAddQ1 2025 13F$108M$338.38$365.14
Apple IncAAPL$-96.1MTrimQ1 2025 13F$96M$231.67$327.50
Otis Worldwide CorpOTIS$85.8MAddQ1 2025 13F$86M$103.20$73.62
Eli Lilly and Company Common StockLLY$63.6MAddQ1 2025 13F$64M$832.09$1,156.63
Constellation Brands IncSTZ$-59.2MTrimQ1 2025 13F$59M$181.67$131.64
GSK plc American Depositary SharesGSK$-57.5MTrimQ1 2025 13F$58M$38.58$50.48
U.S. BancorpUSB$56.1MAddQ1 2025 13F$56M$46.14$63.25
Amazon.com IncAMZN$654M3.4M sharesTrimQ1 2025 13F$52M$217.00$254.96
British American Tobacco PLCBTI$51.4MAddQ1 2025 13F$51M$40.91$62.49
Jeremy Grantham (GMO) trim Unmapped 13F securityPORTFOLIO$46M3.8M sharesTrimQ1 2025 13F$48M$12.08--
Hilton Worldwide Holdings IncHLT$-43.8MTrimQ1 2025 13F$44M$249.12$323.26
Albertsons Cos IncACI$-42.9MExitQ1 2025 13F$43M$20.63$14.56
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