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Equibles

Grantham, Mayo, Van Otterloo & Co. LLC

Location
Boston, MA
Portfolio Value
Mid $1,019,277,863
Diversification
Diversified
Filing Date
Global Rank
#174 / 8,586 ▲ 3
Top Industry
Internet Content & Information 9.7%
3Y Alpha vs SPY
-6.9%
Period ended 3 months ago
Filed May 14, 2026 · 33d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio
+49.6%
SPY
+78.1%
Annualised alpha
-6.9%
Max drawdown
−17.5%

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

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
Jun 2023 → Mar 2026 · range 154 – 267
Diversified−26

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 31.9% $12,400,695,541
Healthcare 23.8% $9,247,933,119
Communication Services 11.8% $4,575,891,075
Financial Services 10.4% $4,026,154,178
Consumer Cyclical 8.2% $3,205,838,850
Consumer Defensive 5.3% $2,061,908,985
Industrials 2.9% $1,146,910,195
Basic Materials 2.6% $1,019,277,863
Energy 2.6% $998,217,242
Utilities 0.4% $165,361,725
Real Estate 0.1% $39,553,625
Unclassified 0.0% $6,798,517

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
NFLX +4,016,502 4,049,031 $389,314,330
ARRY +2,672,400 10,951,942 $79,182,540
RUN +2,404,700 7,820,138 $106,041,071
VALE +2,315,054 2,632,354 $41,880,752
UBER +1,547,493 7,376,626 $530,600,708
STLA +1,483,027 6,187,512 $43,869,460
BBD +1,247,877 9,282,277 $33,880,311
GGB +988,549 1,574,740 $5,684,811
MA +948,352 950,785 $475,069,233
MSFT +908,452 6,176,138 $2,286,221,003
CX +763,225 3,819,356 $43,693,432
F +760,645 4,133,754 $47,703,521
USB +712,639 19,113,643 $994,100,572
ICL +661,900 1,454,740 $7,535,553
PINS +661,398 1,410,194 $25,862,957
CI +640,084 2,598,218 $693,074,651
PAGS +543,256 603,456 $6,046,629
UBS +496,192 533,634 $20,849,080
UNH +488,292 3,158,451 $854,645,256
RIO +436,593 2,004,837 $187,031,243
ACVA +430,912 823,355 $3,491,025
ABT +428,392 8,910,945 $914,886,723
TPH +419,497 499,509 $23,342,055
ARMK +391,704 2,923,733 $118,528,135
BNS +388,390 1,213,514 $84,108,655

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
KOS −16,496,599 18,307,718 $50,895,456
PR −13,270,257 173,313 $3,695,033
WFC −5,272,523 75,335 $5,997,419
LRCX −2,439,874 6,904,206 $1,475,152,653
DAR −1,010,236 2,707,158 $167,437,722
BTI −755,049 766,683 $44,827,955
INTC −750,249 25,686 $1,133,523
ELV −592,814 1,938,276 $567,430,299
BMY −546,497 432,391 $26,224,514
NVDA −530,250 354,515 $61,827,416
KO −528,730 8,279,748 $629,674,835
B −488,748 497,435 $20,290,373
ON −411,373 152,175 $9,422,676
VIPS −327,949 1,562,672 $24,565,203
RDY −315,792 28,441 $393,907
SEDG −305,519 2,234,200 $114,055,910
HPE −283,670 1,384,768 $32,971,326
VOD −280,617 10,093,944 $151,611,038
FCX −253,400 701,125 $41,212,127
CSCO −245,503 326,947 $25,367,817
TXNM −230,131 515,726 $30,149,341
YPF −219,700 926,178 $42,807,947
KGC −212,387 36,400 $1,110,928
NXE −211,771 7,554,115 $87,627,734
PCAR −206,594 8,452 $976,206

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
SNPS 910,133 $360,849,531
ROP 111,931 $39,607,903
WBS 471,632 $32,740,693
WTRG 748,814 $30,154,739
ONTO 136,474 $27,986,723
CTRA 751,571 $26,410,204
AES 1,757,922 $24,769,120
NATL 558,192 $24,326,007
SM 716,918 $22,353,503
OS 676,553 $16,237,272
SEM 986,809 $16,075,118
FOLD 941,266 $13,610,706
CRBG 548,162 $13,079,145
VECO 365,022 $12,359,644
SLAB 58,691 $12,216,531
USLM 56,017 $7,316,380
ZBRA 29,403 $6,147,579
CVE 223,000 $5,916,190
BTE 1,303,300 $5,825,751
NTAP 49,423 $5,060,420
NE 95,598 $4,690,993
RMD 18,923 $4,247,835
WFRD 43,700 $4,133,146
SLB 79,453 $4,083,089
NOV 216,187 $4,066,477

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
EXAS 217,755 $22,115,197
FN 40,240 $18,320,467
NGD 1,531,059 $13,335,523
NWSA 465,404 $12,156,352
TAP 208,741 $9,744,029
IBP 32,569 $8,448,072
HP 252,200 $7,233,096
WB 637,145 $6,511,621
MU 21,000 $5,993,610
QRVO 69,204 $5,848,430
MOH 24,815 $4,306,395
AOS 50,778 $3,396,032
AMG 11,259 $3,245,744
CNC 75,476 $3,105,837
SEE 65,677 $2,720,998
WAT 4,800 $1,823,184
AMD 8,307 $1,779,027
GFI 36,300 $1,584,858
DHR 6,765 $1,548,643
PLTR 8,619 $1,532,027
AMGN 4,642 $1,519,373
SIMO 16,100 $1,492,470
ABBV 6,454 $1,474,674
TSLX 67,847 $1,473,636
RTX 7,981 $1,463,715

Portfolio Positions

Export CSV View 13F filing
42 positions · $1,019,277,863 total · Basic Materials only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Ticker Company Shares Value (USD) % of Portfolio History
RIO
Rio Tinto PLC
Basic Materials 		2,004,837 $187,031,243 18.35%
ALB
Albemarle Corp
Basic Materials 		906,683 $162,776,798 15.97%
SQM
Chemical & Mining Co Of Chile Inc
Basic Materials 		1,679,736 $135,957,831 13.34%
GPRE
Green Plains Inc.
Basic Materials 		3,947,458 $64,935,684 6.37%
CX
Cemex Sab De CV
Basic Materials 		3,819,356 $43,693,432 4.29%
NUE
Nucor Corp
Basic Materials 		257,987 $43,625,601 4.28%
VALE
Vale S.A.
Basic Materials 		2,632,354 $41,880,752 4.11%
FCX
Freeport-Mcmoran Inc
Basic Materials 		701,125 $41,212,127 4.04%
CTVA
Corteva, Inc.
Basic Materials 		479,331 $40,124,798 3.94%
BCPC
Balchem Corp
Basic Materials 		212,718 $36,051,446 3.54%
NTR
Nutrien Ltd.
Basic Materials 		440,818 $33,264,126 3.26%
LYB
LyondellBasell Industries N.V.
Basic Materials 		355,385 $28,629,815 2.81%
B
Barrick Mining Corp
Basic Materials 		497,435 $20,290,373 1.99%
STLD
Steel Dynamics Inc
Basic Materials 		94,527 $17,014,860 1.67%
BHP
BHP Group Ltd
Basic Materials 		174,695 $12,707,314 1.25%
CF
CF Industries Holdings, Inc.
Basic Materials 		79,178 $10,280,471 1.01%
LZM
Lifezone Metals Ltd
Basic Materials 		2,550,100 $8,568,336 0.84%
CGAU
Centerra Gold Inc.
Basic Materials 		465,071 $8,273,613 0.81%
ICL
ICL Group Ltd.
Basic Materials 		1,454,740 $7,535,553 0.74%
USLM
United States Lime & Minerals Inc
Basic Materials 		56,017 $7,316,380 0.72%
AA
Alcoa Corp
Basic Materials 		97,567 $6,471,619 0.63%
VMC
Vulcan Materials CO
Basic Materials 		22,045 $6,002,853 0.59%
BTG
B2gold Corp
Basic Materials 		1,261,380 $5,714,051 0.56%
GGB
Gerdau S.A.
Basic Materials 		1,574,740 $5,684,811 0.56%
LGO
Largo Inc.
Basic Materials 		5,050,356 $5,656,398 0.55%
MLM
Martin Marietta Materials Inc
Basic Materials 		9,284 $5,465,305 0.54%
EXP
Eagle Materials Inc
Basic Materials 		27,684 $5,244,733 0.51%
GEVO
Gevo, Inc.
Basic Materials 		1,479,062 $4,037,839 0.40%
PPG
Ppg Industries Inc
Basic Materials 		32,833 $3,509,191 0.34%
FSM
Fortuna Mining Corp.
Basic Materials 		344,500 $3,420,885 0.34%
AMTX
Aemetis, Inc
Basic Materials 		1,050,017 $3,349,554 0.33%
PKX
Posco Holdings Inc.
Basic Materials 		52,393 $3,064,466 0.30%
MOS
Mosaic Co
Basic Materials 		85,148 $2,171,274 0.21%
NEU
Newmarket Corp
Basic Materials 		3,335 $2,137,568 0.21%
SUZ
Suzano S.A.
Basic Materials 		178,523 $1,787,015 0.18%
CRH
Crh Public Ltd Co
Basic Materials 		12,939 $1,360,147 0.13%
KGC
Kinross Gold Corp
Basic Materials 		36,400 $1,110,928 0.11%
APD
Air Products & Chemicals, Inc.
Basic Materials 		3,100 $900,519 0.09%
AMRZ
Amrize Ltd
Basic Materials 		8,790 $492,415 0.05%
EMN
Eastman Chemical Co
Basic Materials 		3,391 $258,801 0.03%
SXC
SunCoke Energy, Inc.
Basic Materials 		27,585 $179,578 0.02%
OEC
Orion S.A.
Basic Materials 		13,440 $87,360 0.01%

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