Grantham, Mayo, Van Otterloo & Co. LLC: 13F holdings
CIK 13526622026Q2
| Positions | 663 |
|---|
| Reported value | $44.4bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 663 (+35 vs prior quarter) |
|---|
| Reported value | $44.4bn (+13.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MSFT MICROSOFT CORP | 6,816,326 | $2.5bn | 5.7% |
| LRCX LAM RESEARCH CORP | 5,464,726 | $2.4bn | 5.3% |
| GOOGL ALPHABET INC | 6,132,636 | $2.2bn | 4.9% |
| AAPL APPLE INC | 6,848,782 | $2.0bn | 4.5% |
| META META PLATFORMS INC | 3,446,717 | $1.9bn | 4.4% |
| JNJ JOHNSON & JOHNSON | 7,110,133 | $1.8bn | 4.1% |
| AMZN AMAZON COM INC | 6,136,926 | $1.5bn | 3.3% |
| TXN TEXAS INSTRS INC | 4,674,406 | $1.4bn | 3.1% |
| TMO THERMO FISHER SCIENTIFIC INC | 2,739,191 | $1.4bn | 3.1% |
| AVGO BROADCOM INC | 3,267,040 | $1.2bn | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1352662")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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