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Jeremy Grantham’s Latest Portfolio: Microsoft, Alphabet Dominate GMO Holdings - The Acquirer's Multiple®
Summary by Stock Screener - The Acquirer's Multiple®
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Jeremy Grantham’s Latest Portfolio: Microsoft, Alphabet Dominate GMO Holdings - The Acquirer's Multiple®
Jeremy Grantham reported an equity portfolio valued at approximately $39.10 billion in the latest quarter, reflecting GMO's long-standing focus on high-quality businesses with durable competitive advantages and strong long-term earnings power. The portfolio remains broadly diversified across technology, healthcare, financials, and industrials, while maintaining meaningful concentration in a select group of large-cap holdings. The latest
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