Grantham, Mayo, Van Otterloo & Co. LLC — 13F holdings

Grantham, Mayo, Van Otterloo & Co. LLC reported 663 holdings worth $44.4B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $2.54B (5.7%)
2. LRCX LAM RESEARCH CORP — $2.37B (5.3%)
3. GOOGL ALPHABET INC — $2.19B (4.9%)
4. AAPL APPLE INC — $1.98B (4.5%)
5. META META PLATFORMS INC — $1.94B (4.4%)
6. JNJ JOHNSON & JOHNSON — $1.81B (4.1%)
7. AMZN AMAZON COM INC — $1.46B (3.3%)
8. TXN TEXAS INSTRS INC — $1.39B (3.1%)
9. TMO THERMO FISHER SCIENTIFIC INC — $1.37B (3.1%)
10. AVGO BROADCOM INC — $1.23B (2.8%)