Grantham, Mayo, Van Otterloo & Co. LLC

CIK
1352662
City
Boston
State / Country
MA

Top Portfolio Positions

598 positions · $38,893,269,119 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
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

31 quarters · across all stocks

Holdings in KOS

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $50,895,456 18,307,718
2025-12-31 $31,671,928 34,804,317
2025-09-30 $57,736,405 34,780,967
2025-06-30 $63,330,859 36,820,267
2025-03-31 $90,944,247 39,887,828
2024-12-31 $111,586,279 32,627,567
2024-09-30 $107,687,068 26,721,357
2024-06-30 $139,792,626 25,233,326
2024-03-31 $139,496,893 23,405,519
2023-12-31 $155,230,347 23,134,180
2023-09-30 $182,725,281 22,338,054
2023-06-30 $117,689,794 19,647,712
2023-03-31 $139,502,432 18,750,327
2022-12-31 $136,182,488 21,412,341
2022-09-30 $112,366,542 21,734,341
2022-06-30 $118,986,909 19,222,441
2022-03-31 $166,776,133 23,195,568
2021-12-31 $97,318,257 28,126,664
2021-09-30 $84,893,770 28,680,328
2021-06-30 $72,684,725 21,007,146
2021-03-31 $59,159,821 19,270,300
2020-12-31 $47,778,973 20,331,478
2020-09-30 $12,265,254 12,515,566
2020-06-30 $2,437,102 1,468,134