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
Jeremy Grantham (GMO) exit Unmapped 13F securityPORTFOLIO$-660.9MExitQ4 2024 13F$661M----
Lam Research CorporationLRCX$584.9MOtherQ4 2024 13F$585M$71.21$306.76
Thermo Fisher Scientific Inc.TMO$288.0MAddQ4 2024 13F$288M$549.80$523.46
Coca-Cola Company (The) Common StockKO$-242.7MTrimQ4 2024 13F$243M$65.28$82.45
TJX Companies, Inc. (The) Common StockTJX$-213.4MTrimQ4 2024 13F$213M$119.36$155.00
Alphabet IncGOOGL$181.9MAddQ4 2024 13F$182M$174.97$370.92
Intuitive Surgical, Inc.ISRG$-180.5MTrimQ4 2024 13F$180M$520.85$348.92
Elevance Health, Inc. Common StockELV$-138.0MTrimQ4 2024 13F$138M$418.46$384.48
Visa IncV$131.3MAddQ4 2024 13F$131M$300.70$365.14
iShares Core S&P 500 ETFIVV$128.4MOtherQ4 2024 13F$128M$591.91$758.39
Salesforce, Inc. Common StockCRM$125.1MAddQ4 2024 13F$125M$319.14$172.68
Hilton Worldwide Holdings IncHLT$113.9MAddQ4 2024 13F$114M$244.76$323.26
Apple IncAAPL$103.9MAddQ4 2024 13F$104M$235.68$327.50
Sunrun Inc.RUN$-102.5MTrimQ4 2024 13F$103M$12.42$12.77
Johnson & JohnsonJNJ$-100.2MTrimQ4 2024 13F$100M$154.96$247.02
Constellation Brands IncSTZ$99.8MAddQ4 2024 13F$100M$237.59$131.64
Cigna Corp (2)CI$-84.6MTrimQ4 2024 13F$85M$318.77$284.53
Jeremy Grantham (GMO) add Unmapped 13F securityPORTFOLIO$893M7.9M sharesAddQ4 2024 13F$83M$113.11--
KLA CorporationKLAC$-81.7MTrimQ4 2024 13F$82M$67.58$218.44
Texas Instruments IncTXN$-72.8MTrimQ4 2024 13F$73M$199.88$284.55
Microsoft CorpMSFT$-71.0MTrimQ4 2024 13F$71M$425.95$395.63
Jeremy Grantham (GMO) trim Unmapped 13F securityPORTFOLIO$95M4M sharesTrimQ4 2024 13F$65M$23.48--
Unitedhealth Group IncUNH$59.2MAddQ4 2024 13F$59M$568.18$418.52
Merck & Co., Inc.MRK$-58.1MTrimQ4 2024 13F$58M$103.09$123.60
Wells Fargo & CoWFC$613M8.7M sharesAddQ4 2024 13F$57M$68.27$86.35
Visa IncV$341.5MAddQ3 2024 13F$341M$270.36$365.14
American Express Company Common StockAXP$-265.6MTrimQ3 2024 13F$266M$249.00$358.44
Meta Platforms, Inc.META$1B2.3M sharesAddQ3 2024 13F$231M$514.55$681.31
Oracle CorporationORCL$221.6MAddQ3 2024 13F$222M$144.85$132.54
Apple IncAAPL$210.7MAddQ3 2024 13F$211M$223.32$327.50
Jeremy Grantham (GMO) add Unmapped 13F securityPORTFOLIO$811M7.1M sharesAddQ3 2024 13F$209M$114.01--
GE AerospaceGE$-206.0MTrimQ3 2024 13F$206M$169.43$340.30
Hilton Worldwide Holdings IncHLT$205.7MAddQ3 2024 13F$206M$216.45$323.26
Jeremy Grantham (GMO) trim Unmapped 13F securityPORTFOLIO$661M809.8k sharesTrimQ3 2024 13F$157M$816.08--
Accenture PLCACN$155.7MAddQ3 2024 13F$156M$328.84$144.73
KLA CorporationKLAC$-145.4MTrimQ3 2024 13F$145M$78.46$218.44
Elevance Health, Inc. Common StockELV$144.6MAddQ3 2024 13F$145M$534.22$384.48
Johnson & JohnsonJNJ$139.5MAddQ3 2024 13F$139M$159.33$247.02
Cigna Corp (2)CI$121.4MAddQ3 2024 13F$121M$344.24$284.53
U.S. BancorpUSB$106.0MAddQ3 2024 13F$106M$45.73$63.25
Intuitive Surgical, Inc.ISRG$102.0MAddQ3 2024 13F$102M$465.56$348.92
Texas Instruments IncTXN$91.2MAddQ3 2024 13F$91M$200.96$284.55
Coca-Cola Company (The) Common StockKO$82.5MAddQ3 2024 13F$82M$68.48$82.45
Salesforce, Inc. Common StockCRM$73.7MAddQ3 2024 13F$74M$256.15$172.68
TJX Companies, Inc. (The) Common StockTJX$73.2MAddQ3 2024 13F$73M$114.67$155.00
Stellantis NVSTLA$-65.2MTrimQ3 2024 13F$65M$17.00$5.90
Otis Worldwide CorpOTIS$63.9MAddQ3 2024 13F$64M$98.93$73.62
Constellation Brands IncSTZ$61.8MAddQ3 2024 13F$62M$247.87$131.64
Quest Diagnostics IncorporatedDGX$56.8MAddQ3 2024 13F$57M$149.34$208.81
Alphabet IncGOOGL$-48.2MTrimQ3 2024 13F$48M$167.74$370.92
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