Grantham, Mayo, Van Otterloo & Co. LLC

CIK

1352662

Location

Boston, MA

Portfolio Value

Large $38,222,156,739

Diversification

Diversified

Filing Date

Global Rank

#174 / 8,603 ▲ 3 · as of Mar 2026

Top Industry

Internet Content & Information 9.9%

3Y Alpha vs SPY

-6.1%

Period ended 3 months ago

Filed May 14, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.4%

SPY

+76.5%

Annualised alpha

-6.0%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

6.0%

−0.7 pts

Top 5

25.0%

−1.1 pts

Top 10

40.8%

−2.4 pts

HHI

247

Diversified−26

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.8%	$11,789,524,948	91
Healthcare	24.2%	$9,247,933,119	56
Communication Services	12.0%	$4,575,891,075	21
Financial Services	10.5%	$4,026,154,178	90
Consumer Cyclical	8.4%	$3,205,503,372	74
Consumer Defensive	5.4%	$2,061,908,985	44
Industrials	3.0%	$1,143,058,378	100
Basic Materials	2.7%	$1,019,277,863	42
Energy	2.5%	$941,190,954	47
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	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
DD	DuPont de Nemours, Inc.	17,000	$2,050,200
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

598 positions · $38,222,156,739 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 598 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%	5.98%
GOOGL	Alphabet Inc. Communication Services	Added	6,900,577	+228,986	$1,984,329,922	−5.0%	5.19%
JNJ	Johnson & Johnson Healthcare	Added	7,278,866	+189,727	$1,779,246,005	+21.3%	4.66%
AAPL	Apple Inc. Technology	Added	6,937,574	+230,457	$1,760,686,905	−3.4%	4.61%
META	Meta Platforms, Inc. Communication Services	Added	3,073,041	+164,479	$1,758,178,947	−8.4%	4.60%
LRCX	Lam Research Corp Technology	Reduced	6,904,206	-2,439,874	$1,475,152,653	−7.8%	3.86%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,229,375	-124,038	$1,297,391,931	−11.5%	3.39%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	2,502,206	+90,143	$1,229,909,315	−12.0%	3.22%
AVGO	Broadcom Inc. Technology	Added	3,348,517	+211,786	$1,036,399,496	−4.5%	2.71%
USB	US Bancorp De Financial Services	Added	19,113,643	+712,639	$994,100,572	+1.2%	2.60%
TXN	Texas Instruments Inc Technology	Added	5,061,047	+173,227	$982,551,664	+15.9%	2.57%
V	Visa Inc. Financial Services	Added	3,036,116	+386,559	$917,635,699	−1.2%	2.40%
ABT	Abbott Laboratories Healthcare	Added	8,910,945	+428,392	$914,886,723	−13.9%	2.39%
UNH	Unitedhealth Group Inc Healthcare	Added	3,158,451	+488,292	$854,645,256	−3.0%	2.24%
MRK	Merck & Co., Inc. Healthcare	Added	7,013,777	+143,632	$843,687,235	+16.7%	2.21%
CRM	Salesforce, Inc. Technology	Added	4,425,552	+321,519	$826,117,791	−24.0%	2.16%
ACN	Accenture plc Technology	Added	3,902,335	+281,066	$773,794,007	−20.4%	2.02%
CI	Cigna Group Healthcare	Added	2,598,218	+640,084	$693,074,651	+28.6%	1.81%
LLY	ELI LILLY & Co Healthcare	Added	749,815	+10,541	$689,657,342	−13.2%	1.80%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Reduced	2,219,281	-120,732	$674,838,966	+0.4%	1.77%
KO	Coca Cola Co Consumer Defensive	Reduced	8,279,748	-528,730	$629,674,835	+2.3%	1.65%
STZ	Constellation Brands, Inc. Consumer Defensive	Added	4,025,780	+161,746	$603,867,000	+13.3%	1.58%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	3,712,526	-85,993	$592,890,402	+1.6%	1.55%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,230,930	+45,020	$567,446,420	−15.5%	1.48%
ELV	Elevance Health, Inc. Healthcare	Reduced	1,938,276	-592,814	$567,430,299	−36.0%	1.48%
UBER	Uber Technologies, Inc Technology	Added	7,376,626	+1,547,493	$530,600,708	+11.4%	1.39%
MA	Mastercard Inc Financial Services	Added	950,785	+948,352	$475,069,233	+34103.5%	1.24%
NFLX	Netflix Inc Communication Services	Added	4,049,031	+4,016,502	$389,314,330	+12664.7%	1.02%
DGX	Quest Diagnostics Inc Healthcare	Added	1,883,024	+66,964	$369,035,043	+17.1%	0.97%
SNPS	Synopsys Inc Technology	NEW	910,133	NEW	$360,849,531	NEW	0.94%
TW	Tradeweb Markets Inc. Financial Services	Added	2,650,663	+131,942	$311,877,008	+15.1%	0.82%
ASML	Asml Holding NV Technology	Added	154,570	+24,077	$204,160,693	+46.2%	0.53%
GSK	GSK plc Healthcare	Added	3,522,566	+33,192	$194,410,417	+13.6%	0.51%
RIO	Rio Tinto PLC Basic Materials	Added	2,004,837	+436,593	$187,031,243	+49.0%	0.49%
TD	Toronto Dominion Bank Financial Services	Added	1,960,719	+114,874	$182,954,689	+5.2%	0.48%
DAR	Darling Ingredients Inc. Consumer Defensive	Reduced	2,707,158	-1,010,236	$167,437,722	+25.1%	0.44%
ALB	Albemarle Corp Basic Materials	Reduced	906,683	-16,388	$162,776,798	+24.7%	0.43%
VOD	Vodafone Group Public Ltd Co Communication Services	Reduced	10,093,944	-280,617	$151,611,038	+10.6%	0.40%
SQM	Chemical & Mining Co Of Chile Inc Basic Materials	Reduced	1,679,736	-33,204	$135,957,831	+15.4%	0.36%
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%	0.34%
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%	0.32%
ARMK	Aramark Industrials	Added	2,923,733	+391,704	$118,528,135	+27.0%	0.31%
SEDG	Solaredge Technologies, Inc. Technology	Reduced	2,234,200	-305,519	$114,055,910	+55.7%	0.30%
RUN	Sunrun Inc. Technology	Added	7,820,138	+2,404,700	$106,041,071	+6.4%	0.28%
GE	General Electric Co Industrials	Added	321,662	+18,748	$91,278,025	−2.2%	0.24%
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%
COP	Conocophillips Energy	Reduced	619,822	-48,960	$81,816,504	+30.7%	0.21%