Grantham, Mayo, Van Otterloo & Co. LLC

CIK

1352662

Location

Boston, MA

Portfolio Value

Large $38,894,540,917

Diversification

Diversified

Filing Date

Global Rank

#176 / 8,621 ▲ 2 · as of Mar 2026

Top Industry

Internet Content & Information 9.7%

3Y Alpha vs SPY

-6.6%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+46.2%

SPY

+67.9%

Annualised alpha

-5.4%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

599 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.9%

−0.7 pts

Top 5

24.6%

−1.2 pts

Top 10

40.1%

−2.4 pts

HHI

242

Diversified−26

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.9%	$12,400,695,541	91
Healthcare	23.8%	$9,247,933,119	56
Communication Services	11.8%	$4,575,891,075	21
Financial Services	10.4%	$4,026,154,178	90
Consumer Cyclical	8.2%	$3,205,838,850	74
Consumer Defensive	5.3%	$2,061,908,985	44
Industrials	2.9%	$1,146,910,197	100
Basic Materials	2.6%	$1,019,277,863	42
Energy	2.6%	$998,217,242	48
Utilities	0.4%	$165,361,725	14
Real Estate	0.1%	$39,553,625	17
Unclassified	0.0%	$6,798,517	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+4,016,502	4,049,031	$389,314,330
ARRY	Array Technologies, Inc.	+2,672,400	10,951,942	$79,182,540
RUN	Sunrun Inc.	+2,404,700	7,820,138	$106,041,071
VALE	Vale S.A.	+2,315,054	2,632,354	$41,880,752
UBER	Uber Technologies, Inc	+1,547,493	7,376,626	$530,600,708
STLA	Stellantis N.V.	+1,483,027	6,187,512	$43,869,460
BBD	Bank Bradesco	+1,247,877	9,282,277	$33,880,311
GGB	Gerdau S.A.	+988,549	1,574,740	$5,684,811
MA	Mastercard Inc	+948,352	950,785	$475,069,233
MSFT	Microsoft Corp	+908,452	6,176,138	$2,286,221,003
CX	Cemex Sab De CV	+763,225	3,819,356	$43,693,432
F	Ford Motor Co	+760,645	4,133,754	$47,703,521
USB	US Bancorp De	+712,639	19,113,643	$994,100,572
ICL	ICL Group Ltd.	+661,900	1,454,740	$7,535,553
PINS	Pinterest, Inc.	+661,398	1,410,194	$25,862,957
CI	Cigna Group	+640,084	2,598,218	$693,074,651
PAGS	PagSeguro Digital Ltd.	+543,256	603,456	$6,046,629
UBS	UBS Group AG	+496,192	533,634	$20,849,080
UNH	Unitedhealth Group Inc	+488,292	3,158,451	$854,645,256
RIO	Rio Tinto PLC	+436,593	2,004,837	$187,031,243
ACVA	ACV Auctions Inc.	+430,912	823,355	$3,491,025
ABT	Abbott Laboratories	+428,392	8,910,945	$914,886,723
TPH	Tri Pointe Homes, Inc.	+419,497	499,509	$23,342,055
ARMK	Aramark	+391,704	2,923,733	$118,528,135
BNS	Bank Of Nova Scotia	+388,390	1,213,514	$84,108,655
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KOS	Kosmos Energy Ltd.	−16,496,599	18,307,718	$50,895,456
PR	Permian Resources Corp	−13,270,257	173,313	$3,695,033
WFC	Wells Fargo & Company/Mn	−5,272,523	75,335	$5,997,419
LRCX	Lam Research Corp	−2,439,874	6,904,206	$1,475,152,653
DAR	Darling Ingredients Inc.	−1,010,236	2,707,158	$167,437,722
BTI	British American Tobacco p.l.c.	−755,049	766,683	$44,827,955
INTC	Intel Corp	−750,249	25,686	$1,133,523
ELV	Elevance Health, Inc.	−592,814	1,938,276	$567,430,299
BMY	Bristol Myers Squibb Co	−546,497	432,391	$26,224,514
NVDA	Nvidia Corp	−530,250	354,515	$61,827,416
KO	Coca Cola Co	−528,730	8,279,748	$629,674,835
B	Barrick Mining Corp	−488,748	497,435	$20,290,373
ON	On Semiconductor Corp	−411,373	152,175	$9,422,676
VIPS	Vipshop Holdings Ltd	−327,949	1,562,672	$24,565,203
RDY	Dr Reddys Laboratories Ltd	−315,792	28,441	$393,907
SEDG	Solaredge Technologies, Inc.	−305,519	2,234,200	$114,055,910
HPE	Hewlett Packard Enterprise Co	−283,670	1,384,768	$32,971,326
VOD	Vodafone Group Public Ltd Co	−280,617	10,093,944	$151,611,038
FCX	Freeport-Mcmoran Inc	−253,400	701,125	$41,212,127
CSCO	Cisco Systems, Inc.	−245,503	326,947	$25,367,817
TXNM	Txnm Energy Inc	−230,131	515,726	$30,149,341
YPF	Ypf Sociedad Anonima	−219,700	926,178	$42,807,947
KGC	Kinross Gold Corp	−212,387	36,400	$1,110,928
NXE	NexGen Energy Ltd.	−211,771	7,554,115	$87,627,734
PCAR	Paccar Inc	−206,594	8,452	$976,206
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SNPS	Synopsys Inc	910,133	$360,849,531
ROP	Roper Technologies Inc	111,931	$39,607,903
WBS	Webster Financial Corp	471,632	$32,740,693
WTRG	Essential Utilities, Inc.	748,814	$30,154,739
ONTO	Onto Innovation Inc.	136,474	$27,986,723
CTRA	Coterra Energy Inc.	751,571	$26,410,204
AES	Aes Corp	1,757,922	$24,769,120
NATL	NCR Atleos Corp	558,192	$24,326,007
SM	SM Energy Co	716,918	$22,353,503
OS	OneStream, Inc.	676,553	$16,237,272
SEM	Select Medical Holdings Corp	986,809	$16,075,118
FOLD	AMICUS THERAPEUTICS, INC.	941,266	$13,610,706
CRBG	Corebridge Financial, Inc.	548,162	$13,079,145
VECO	Veeco Instruments Inc	365,022	$12,359,644
SLAB	Silicon Laboratories Inc.	58,691	$12,216,531
USLM	United States Lime & Minerals Inc	56,017	$7,316,380
ZBRA	Zebra Technologies Corp	29,403	$6,147,579
CVE	Cenovus Energy Inc.	223,000	$5,916,190
BTE	Baytex Energy Corp.	1,303,300	$5,825,751
NTAP	NetApp, Inc.	49,423	$5,060,420
NE	Noble Corp plc	95,598	$4,690,993
RMD	Resmed Inc	18,923	$4,247,835
WFRD	Weatherford International plc	43,700	$4,133,146
SLB	Slb Limited/Nv	79,453	$4,083,089
NOV	NOV Inc.	216,187	$4,066,477
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EXAS	EXACT SCIENCES CORP	217,755	$22,115,197
FN	Fabrinet	40,240	$18,320,467
NGD	New Gold Inc. /FI	1,531,059	$13,335,523
NWSA	News Corp	465,404	$12,156,352
TAP-A	Molson Coors Beverage Co	208,741	$9,744,029
IBP	Installed Building Products, Inc.	32,569	$8,448,072
HP	Helmerich & Payne, Inc.	252,200	$7,233,096
WB	WEIBO Corp	637,145	$6,511,621
MU	Micron Technology Inc	21,000	$5,993,610
QRVO	Qorvo, Inc.	69,204	$5,848,430
MOH	Molina Healthcare, Inc.	24,815	$4,306,395
AOS	Smith A O Corp	50,778	$3,396,032
AMG	Affiliated Managers Group, Inc.	11,259	$3,245,744
CNC	Centene Corp	75,476	$3,105,837
SEE	SEALED AIR CORP/DE	65,677	$2,720,998
WAT	Waters Corp /De/	4,800	$1,823,184
AMD	Advanced Micro Devices Inc	8,307	$1,779,027
GFI	Gold Fields Ltd	36,300	$1,584,858
DHR	Danaher Corp /De/	6,765	$1,548,643
PLTR	Palantir Technologies Inc.	8,619	$1,532,027
AMGN	Amgen Inc	4,642	$1,519,373
SIMO	Silicon Motion Technology CORP	16,100	$1,492,470
ABBV	AbbVie Inc.	6,454	$1,474,674
TSLX	Sixth Street Specialty Lending, Inc.	67,847	$1,473,636
RTX	RTX Corp	7,981	$1,463,715
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

599 positions · $38,894,540,917 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 599 positions by value · page 1 of 12

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	6,176,138	+908,452	$2,286,221,003	−10.3%	5.88%
GOOGL	Alphabet Inc. Communication Services	Added	6,900,577	+228,986	$1,984,329,922	−5.0%	5.10%
JNJ	Johnson & Johnson Healthcare	Added	7,278,866	+189,727	$1,779,246,005	+21.3%	4.57%
AAPL	Apple Inc. Technology	Added	6,937,574	+230,457	$1,760,686,905	−3.4%	4.53%
META	Meta Platforms, Inc. Communication Services	Added	3,073,041	+164,479	$1,758,178,947	−8.4%	4.52%
LRCX	Lam Research Corp Technology	Reduced	6,904,206	-2,439,874	$1,475,152,653	−7.8%	3.79%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,229,375	-124,038	$1,297,391,931	−11.5%	3.34%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	2,502,206	+90,143	$1,229,909,315	−12.0%	3.16%
AVGO	Broadcom Inc. Technology	Added	3,348,517	+211,786	$1,036,399,496	−4.5%	2.66%
USB	US Bancorp De Financial Services	Added	19,113,643	+712,639	$994,100,572	+1.2%	2.56%
TXN	Texas Instruments Inc Technology	Added	5,061,047	+173,227	$982,551,664	+15.9%	2.53%
V	Visa Inc. Financial Services	Added	3,036,116	+386,559	$917,635,699	−1.2%	2.36%
ABT	Abbott Laboratories Healthcare	Added	8,910,945	+428,392	$914,886,723	−13.9%	2.35%
UNH	Unitedhealth Group Inc Healthcare	Added	3,158,451	+488,292	$854,645,256	−3.0%	2.20%
MRK	Merck & Co., Inc. Healthcare	Added	7,013,777	+143,632	$843,687,235	+16.7%	2.17%
CRM	Salesforce, Inc. Technology	Added	4,425,552	+321,519	$826,117,791	−24.0%	2.12%
ACN	Accenture plc Technology	Added	3,902,335	+281,066	$773,794,007	−20.4%	1.99%
CI	Cigna Group Healthcare	Added	2,598,218	+640,084	$693,074,651	+28.6%	1.78%
LLY	ELI LILLY & Co Healthcare	Added	749,815	+10,541	$689,657,342	−13.2%	1.77%
KLAC	Kla Corp Technology	Reduced	461,202	-47,555	$679,078,436	+9.9%	1.75%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Reduced	2,219,281	-120,732	$674,838,966	+0.4%	1.74%
KO	Coca Cola Co Consumer Defensive	Reduced	8,279,748	-528,730	$629,674,835	+2.3%	1.62%
STZ	Constellation Brands, Inc. Consumer Defensive	Added	4,025,780	+161,746	$603,867,000	+13.3%	1.55%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	3,712,526	-85,993	$592,890,402	+1.6%	1.52%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,230,930	+45,020	$567,446,420	−15.5%	1.46%
ELV	Elevance Health, Inc. Healthcare	Reduced	1,938,276	-592,814	$567,430,299	−36.0%	1.46%
UBER	Uber Technologies, Inc Technology	Added	7,376,626	+1,547,493	$530,600,708	+11.4%	1.36%
MA	Mastercard Inc Financial Services	Added	950,785	+948,352	$475,069,233	+34103.5%	1.22%
NFLX	Netflix Inc Communication Services	Added	4,049,031	+4,016,502	$389,314,330	+12664.7%	1.00%
DGX	Quest Diagnostics Inc Healthcare	Added	1,883,024	+66,964	$369,035,043	+17.1%	0.95%
SNPS	Synopsys Inc Technology	NEW	910,133	NEW	$360,849,531	NEW	0.93%
TW	Tradeweb Markets Inc. Financial Services	Added	2,650,663	+131,942	$311,877,008	+15.1%	0.80%
ASML	Asml Holding NV Technology	Added	154,570	+24,077	$204,160,693	+46.2%	0.52%
GSK	GSK plc Healthcare	Added	3,522,566	+33,192	$194,410,417	+13.6%	0.50%
RIO	Rio Tinto PLC Basic Materials	Added	2,004,837	+436,593	$187,031,243	+49.0%	0.48%
TD	Toronto Dominion Bank Financial Services	Added	1,960,719	+114,874	$182,954,689	+5.2%	0.47%
DAR	Darling Ingredients Inc. Consumer Defensive	Reduced	2,707,158	-1,010,236	$167,437,722	+25.1%	0.43%
ALB	Albemarle Corp Basic Materials	Reduced	906,683	-16,388	$162,776,798	+24.7%	0.42%
VOD	Vodafone Group Public Ltd Co Communication Services	Reduced	10,093,944	-280,617	$151,611,038	+10.6%	0.39%
SQM	Chemical & Mining Co Of Chile Inc Basic Materials	Reduced	1,679,736	-33,204	$135,957,831	+15.4%	0.35%
TTE	TotalEnergies SE Energy	Reduced	1,490,835	-59,865	$135,636,168	+33.7%	0.35%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	893,434	+222,062	$129,047,606	+34.1%	0.33%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	374,511	-32,804	$126,565,992	+2.3%	0.33%
DB	Deutsche Bank Aktiengesellschaft Financial Services	Added	4,101,165	+278,451	$122,132,693	−17.1%	0.31%
ARMK	Aramark Industrials	Added	2,923,733	+391,704	$118,528,135	+27.0%	0.30%
SEDG	Solaredge Technologies, Inc. Technology	Reduced	2,234,200	-305,519	$114,055,910	+55.7%	0.29%
RUN	Sunrun Inc. Technology	Added	7,820,138	+2,404,700	$106,041,071	+6.4%	0.27%
GE	General Electric Co Industrials	Added	321,662	+18,748	$91,278,025	−2.2%	0.23%
NXE	NexGen Energy Ltd. Energy	Reduced	7,554,115	-211,771	$87,627,734	+22.6%	0.23%
BNS	Bank Of Nova Scotia Financial Services	Added	1,213,514	+388,390	$84,108,655	+38.3%	0.22%