Grantham, Mayo, Van Otterloo & Co. LLC
Top Portfolio Positions
599 positions ·
$38,894,540,915 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
6,176,138 | $2,286,221,003 | 5.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,900,577 | $1,984,329,922 | 5.10% | |
| JNJ |
Johnson & Johnson
Healthcare
|
7,278,866 | $1,779,246,005 | 4.57% | |
| AAPL |
Apple Inc.
Technology
|
6,937,574 | $1,760,686,905 | 4.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,073,041 | $1,758,178,947 | 4.52% | |
| LRCX |
Lam Research Corp
Technology
|
6,904,206 | $1,475,152,653 | 3.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,229,375 | $1,297,391,931 | 3.34% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
2,502,206 | $1,229,909,315 | 3.16% | |
| AVGO |
Broadcom Inc.
Technology
|
3,348,517 | $1,036,399,496 | 2.66% | |
| USB |
US Bancorp \De\
Financial Services
|
19,113,643 | $994,100,572 | 2.56% |
Portfolio Trend
23 quarters · across all stocks
Holdings in ACLS
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,161,880 | 334,786 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $30,807,509 | 442,065 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $28,778,152 | 579,387 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $53,385,501 | 764,069 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $52,002,559 | 495,971 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $39,953,114 | 280,984 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $30,713,277 | 275,406 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $18,544,502 | 142,991 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,538,118 | 119,829 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $23,925,664 | 130,506 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,161,975 | 136,300 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,704,586 | 97,084 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,161,241 | 167,788 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,025,256 | 73,400 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,107,287 | 27,900 | Shares | Sole | 2022-05-13 | |
| 2020-09-30 | $418,000 | 19,000 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,506,685 | 54,100 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,120,572 | 61,200 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||