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Jeremy Grantham13F | |
| GMO LLC | |
| Last update 2025-05-01 | 570 Stocks (71 new) |
| Value $30.74 Bil | Turnover 7 % |
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 2024-12-31
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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 | 3,916,877 | 1,650,963.7 | -2.12% | 5.370 | -0.11% | 0.050 | +2.70% | +1.13% | 3,161,804.2 | Software | |
AAPL | Apple Inc | 6,313,992 | 1,581,149.8 | -0.41% | 5.140 | -0.02% | 0.040 | -9.51% | -14.72% | 3,204,508.6 | Hardware | |
GOOGL | Alphabet Inc | 7,381,918 | 1,397,397.0 | +0.72% | 4.550 | +0.03% | 0.060 | -20.85% | -14.69% | 1,965,469.3 | Interactive Media | |
META | Meta Platforms Inc | 2,222,257 | 1,301,153.8 | -5.32% | 4.230 | -0.22% | 0.090 | -16.90% | -2.18% | 1,444,515.3 | Interactive Media | |
UNH | UnitedHealth Group Inc | 2,070,968 | 1,047,619.5 | +22.51% | 3.410 | +0.63% | 0.230 | -25.82% | -20.45% | 364,708.5 | Healthcare Plans | |
ORCL | Oracle Corp | 5,881,993 | 980,175.2 | -2.25% | 3.190 | -0.07% | 0.210 | -14.14% | -12.16% | 407,988.0 | Software | |
V | Visa Inc | 2,956,929 | 934,508.0 | +1.22% | 3.040 | +0.04% | 0.150 | +0.36% | +8.54% | 656,351.2 | Credit Services | |
JNJ | Johnson & Johnson | 6,360,243 | 919,818.4 | +1.05% | 2.990 | +0.03% | 0.260 | +2.33% | +7.66% | 371,642.1 | Drug Manufacturers | |
ABT | Abbott Laboratories | 7,896,939 | 893,222.8 | +11.07% | 2.910 | +0.29% | 0.460 | +2.78% | +16.86% | 226,988.2 | Medical Devices & Instruments | |
TXN | Texas Instruments Inc | 4,289,156 | 804,259.7 | +1.02% | 2.620 | +0.03% | 0.470 | -13.54% | -14.25% | 143,774.8 | Semiconductors |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
TMO | Thermo Fisher Scientific Inc | 2024-12-31 | Add | +1.08% | 501.29 ($548.8) 612.72 | $419.89 | -23.49% | Add 140.73% | 1,093,866 | 639,467 | |
TJX | TJX Companies Inc | 2024-12-31 | Reduce | -0.71% | 112.13 ($119.4) 127.2 | $127.63 | 6.89% | Reduce -33.73% | 3,773,923 | -1,920,938 | |
ISRG | Intuitive Surgical Inc | 2024-12-31 | Reduce | -0.67% | 471.23 ($521.42) 550.62 | $517.18 | -0.81% | Reduce -28.97% | 1,063,470 | -433,844 | |
UNH | UnitedHealth Group Inc | 2024-12-31 | Add | +0.63% | 485.52 ($567.94) 625.25 | $400.68 | -29.45% | Add 22.51% | 2,070,968 | 380,459 | |
STZ | Constellation Brands Inc | 2024-12-31 | Add | +0.53% | 219.66 ($237.27) 255.67 | $185.44 | -21.84% | Add 42.9% | 2,454,258 | 736,780 | |
KO | Coca-Cola Co | 2024-12-31 | Reduce | -0.48% | 61.74 ($65.17) 71.01 | $71.29 | 9.39% | Reduce -18.26% | 9,460,668 | -2,113,796 | |
IVV | iShares Core S&P 500 ETF | 2024-12-31 | New Buy | +0.42% | 570.51 ($592.23) 610.83 | $561.11 | -5.25% | New holding | 218,200 | 218,200 | |
ELV | Elevance Health Inc | 2024-12-31 | Add | +0.38% | 365.96 ($416.99) 509.02 | $408.31 | -2.08% | Add 18.76% | 2,000,660 | 316,002 | |
ABT | Abbott Laboratories | 2024-12-31 | Add | +0.29% | 111.93 ($115.59) 119.39 | $130.88 | 13.23% | Add 11.07% | 7,896,939 | 787,251 | |
HLT | Hilton Worldwide Holdings Inc | 2024-12-31 | Add | +0.28% | 230.88 ($245) 258.46 | $234.09 | -4.45% | Add 21.49% | 1,983,220 | 350,748 |
Jeremy Grantham Total Holding History ($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 2024-12-31
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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