Jeremy Grantham portfolio: stocks, buys and sells →
Grantham, Mayo, Van Otterloo: full 13F, sectors and history
Investment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 13, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Grantham, Mayo, Van Otterloo reported a $44.4 bn portfolio of 658 companies (661 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are MSFT, LRCX, GOOGL.
Sections with a free account
What it reported after the quarter end (Q2 2026)
The 13F shows the portfolio as of Jun 30, 2026. Since then Grantham, Mayo, Van Otterloo has filed these own trades with the SEC (Form 4, when it owns more than 10% of a company or holds a role in it) and stakes above 5% (13D and 13G). It is not everything it did: only what it must report before the next 13F.
What changed this quarter
652 positions with a change (104 new, 238 added to, 243 trimmed, 67 sold); also, 1 entered through an IPO, 7 exited through an acquisition or merger, 2 entered through a spin-off. 8 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- NVIDIA+1,218%more sharesIncreased0.2% → 2.1%
- Lam Research−21%fewer sharesReduced3.8% → 5.3%
- Netflix+156%more sharesIncreased1.0% → 1.7%
- Mastercard+91%more sharesIncreased1.2% → 2.1%
- Hilton Worldwide Holdings−38%fewer sharesReduced1.7% → 1.0%
- Alphabet−11%fewer sharesReduced5.1% → 4.9%
- US Bancorp \de\−22%fewer sharesReduced2.5% → 2.0%
- Microsoft+10%more sharesIncreased5.8% → 5.7%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- MicrosoftMSFT5.7%
- Lam ResearchLRCX5.3%
- AlphabetGOOGL4.9%
- AppleAAPL4.5%
- Meta PlatformsMETA4.4%
- Johnson & JohnsonJNJ4.1%
- Amazon.comAMZN3.3%
- Texas InstrumentsTXN3.1%
- Thermo Fisher ScientificTMO3.1%
- BroadcomAVGO2.8%
- KLAKLAC2.6%
- UnitedHealth GroupUNH2.6%
- VisaV2.6%
- NVIDIANVDA2.1%
- MastercardMA2.1%
Portfolio by sector
- ● Information Technology 34%
- ● Health Care 22%
- ● Communication Services 12%
- ● Financials 11%
- ● Consumer Discretionary 7%
- ● Consumer Staples 5%
- ● Industrials 4%
- ● Materials 2%
- ● Energy 2%
- ● Utilities 1%
Declared options (2)
Besides stocks, Grantham, Mayo, Van Otterloo declared 2 calls (they gain if it rises) with a notional of $15.9M. The 13F reports the value of the underlying shares, not the premium paid, so these figures look large and are not added to the portfolio. Nor does it say whether the option is bought or written, or its strike or expiry: it may be a hedge.
- CALLiShares 20+ Year Treasury BD ETFTLTnew this quarter$10.3M
- CALLiShares 7-10 Year Treasury B ETFIEFnew this quarter$5.6M
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Similar managers by type and size
Same type of filer and a 13F portfolio value between a third and three times this one. It is not a comparison of what they hold.
- Coatue ManagementInvestment firm · $48.6 bn
- TCI Fund ManagementInvestment firm · $52.8 bn
- GQG PartnersInvestment firm · $53.8 bn
- WCM Investment ManagementInvestment firm · $55.2 bn
- Viking Global InvestorsInvestment firm · $35.1 bn
- D1 Capital PartnersInvestment firm · $34.8 bn