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GMO’s Top Holdings: Inside Jeremy Grantham’s High-Conviction Mega-Cap Portfolio | The Acquirer's Multiple®
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GMO’s Top Holdings: Inside Jeremy Grantham’s High-Conviction Mega-Cap Portfolio | The Acquirer's Multiple®
The latest 13F from Grantham, Mayo, Van Otterloo & Co. (GMO) offers a clear window into how Jeremy Grantham is positioning capital in a market he believes is both richly valued and increasingly narrow. Despite his well-known warnings about bubbles and froth, GMO’s actual equity book remains highly rational — concentrated in dominant franchises with durable cash flows, strong balance sheets, and long-term secular tailwinds. Below is a breakdown o…
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