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Jeremy Grantham — Institutional Investor Profile | Buyside Digest

Jeremy Grantham

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Institutional Investor • GMO

Value

$39.1B

Stocks

50 Stocks (2 new)

Turnover

2.0%

CIK

0001352662EDGAR ↗

Website ↗

Top Holdings

MSFT(6.80%) LRCX(6.34%) GOOG(5.87%) AAPL(5.30%) META(5.20%)

About Investor

Founded in 1977 by Jeremy Grantham, Dick Mayo, and Eijk van Otterloo, GMO has established itself as a leading global investment management firm with nearly 50 years of experience. Jeremy Grantham serves as co-founder, long-term investment strategist, and Chairman, bringing pioneering expertise in commercial indexing dating back to 1971 and holding a CBE from the UK. The current leadership team includes CEO Scott Hayward, Asset Allocation Co-Head Ben Inker, and Head of Focused Equity Tom Hancock, who holds a PhD in Computer Science from Harvard. The management team averages over 25 years of industry experience, fostering an environment that values individual contributions and encourages open debate and collaboration. GMO maintains global operations with offices in Boston, Amsterdam, London, Singapore, Sydney, Tokyo, and San Francisco, serving institutional investors, financial intermediaries, and high-net-worth families. The firm requires minimum investments of $5 million and caters to sophisticated clients including pension funds and sovereign wealth funds. GMO's leadership is recognized for academic rigor and practical investment expertise, with Jeremy Grantham being a member of the Academy of Arts and Sciences. The firm's culture emphasizes research-driven decision making and systematic approaches to investment management. GMO has successfully navigated multiple market cycles, demonstrating resilience and adaptability in changing market conditions.

Investor Philosophy

Investment philosophy details pending verification.

Jeremy Grantham Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
MSFT	None	Microsoft Corporation	Information Technology	$2542.6M	6.8%	No Change
LRCX	None	Lam Research Corp	Information Technology	$2368.0M	6.3%	No Change
GOOG	None	Alphabet Inc.	Communication Services	$2191.6M	5.9%	No Change
AAPL	None	Apple Inc.	Information Technology	$1981.8M	5.3%	No Change
META	None	Meta Platforms, Inc.	Communication Services	$1941.5M	5.2%	No Change
JNJ	None	Johnson & Johnson	Health Care	$1805.8M	4.8%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$1462.7M	3.9%	No Change
TXN	None	Texas Instruments	Information Technology	$1393.3M	3.7%	No Change
TMO	None	Thermo Fisher Scientific Inc.	Health Care	$1373.3M	3.7%	No Change
AVGO	None	Broadcom Inc.	Information Technology	$1234.1M	3.3%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
KOCoca-Cola	$668.0M	+100.0%	1.8%	New
GSKGSK plc	$188.7M	+100.0%	0.5%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
COKECoca Cola Consolidated	$668.0M	-100.0%	0.0%	Sold Out
GSK.LGSK PLC	$188.7M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

Information Technology34.5%

Health Care25.0%

Communication Services13.4%

Financials9.5%

Consumer Discretionary6.6%

Sector	Stocks	Value	Exposure
Information Technology	11	$12908.7M	34.5%
Health Care	11	$9357.3M	25.0%
Communication Services	4	$5005.2M	13.4%
Financials	6	$3536.2M	9.5%
Consumer Discretionary	3	$2476.5M	6.6%
Consumer Staples	5	$1627.5M	4.4%
General	4	$1613.9M	4.3%
Industrials	2	$269.2M	0.7%
Financial Services	1	$210.4M	0.6%
Materials	1	$121.1M	0.3%
Energy	1	$121.0M	0.3%
Basic Materials	1	$119.4M	0.3%