1y return+21.3%S&P 500 +20.9%
3y return+44.7%S&P 500 +68.5%
5y return+48.6%S&P 500 +74.5%
10y return+230.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $330 against $357 in the S&P 500.2
Grantham, Mayo, Van Otterloo & Co. LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MSFTMicrosoft Corp | $2.5B | 5.7% | +10.4% |
| LRCXLam Research Corp | $2.4B | 5.3% | −20.8% |
| GOOGLAlphabet Inc | $2.2B | 4.9% | −11.1% |
| AAPLApple Inc | $2.0B | 4.5% | −1.3% |
| METAMeta Platforms Inc | $1.9B | 4.4% | +12.2% |
| JNJJohnson & Johnson | $1.8B | 4.1% | −2.3% |
| AMZNAmazon Com Inc | $1.5B | 3.3% | −1.5% |
| TXNTexas Instrs Inc | $1.4B | 3.1% | −7.6% |
| TMOThermo Fisher Scientific Inc | $1.4B | 3.1% | +9.5% |
| AVGOBroadcom Inc | $1.2B | 2.8% | −2.4% |
| KLACKla Corp | $1.2B | 2.6% | +744.3% |
| UNHUnitedhealth Group Inc | $1.2B | 2.6% | −10.6% |
| VVisa Inc | $1.1B | 2.6% | +9.3% |
| NVDANvidia Corporation | $934.8M | 2.1% | +1217.8% |
| MAMastercard Incorporated | $934.1M | 2.1% | +91.3% |
| USBUs Bancorp | $899.1M | 2.0% | −22.1% |
| LLYEli Lilly & Co | $892.3M | 2.0% | |
| MRKMerck & Co Inc | $871.9M | 2.0% | −3.3% |
| ABTAbbott Laboratories | $798.0M | 1.8% | −1.3% |
| NFLXNetflix Inc. | $739.0M | 1.7% | +155.6% |
| CIThe Cigna Group | $710.4M | 1.6% | |
| CRMSalesforce Inc | $693.7M | 1.6% | |
| KOCoca Cola Co | $668.0M | 1.5% | |
| ELVElevance Health Inc Formerly | $654.2M | 1.5% | −12.7% |
| TJXTjx Cos Inc New | $557.4M | 1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $157.4M |
| AVGOBroadcom Inc | March 31, 2021 | +714.7% | $1.2B |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $892.3M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $2.4B |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $2.2B |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $934.8M |
| HLTHilton Worldwide Hldgs Inc | June 30, 2020 | +349.9% | $456.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $2.0B |
| TJXTjx Cos Inc New | June 30, 2020 | +199.6% | $557.4M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $1.9B |
Sold off last quarter
- Magnum Ice Cream Co NvCUSIP N5505D105 was $35.0M
- Chart Inds IncCUSIP 16115Q308 was $27.9M
- CTRACoterra Energy Inc was $26.4M
- Air Lease CorpCUSIP 00912X302 was $26.3M
- Masimo CorpCUSIP 574795100 was $24.5M
- Hologic IncCUSIP 436440101 was $24.3M
- Tri Pointe Homes IncCUSIP 87265H109 was $23.3M
- BBarrick Mng Corp was $20.3M
- Onestream IncCUSIP 68278B107 was $16.2M
- Select Med Hldgs CorpCUSIP 81619Q105 was $16.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.7% | +14.8% |
| March 31, 2026 | −3.8% | −4.6% |
| December 31, 2025 | +5.4% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +6.8% | +10.5% |
| March 31, 2025 | −3.1% | −4.6% |
| December 31, 2024 | −2.7% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | +0.4% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +7.7% | +8.3% |
| March 31, 2023 | +5.2% | +7.0% |
| December 31, 2022 | +8.3% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −14.1% | −16.5% |
| March 31, 2022 | −3.1% | −4.9% |
| December 31, 2021 | +8.1% | +10.7% |
| September 30, 2021 | −1.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Grantham, Mayo, Van Otterloo & Co. LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1352662&type=13F-HR&dateb=&owner=include&count=40CIK 1352662
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1352662/000107261326000636/Filed August 13, 2026 · accession 0001072613-26-000636