SWStonkWhisper
Whales/GMO

GMO

Jeremy Grantham

asset managervalue
Portfolio Value
$39.1B
Positions
628
Quarter
2026-03-31
New Positions
84
Exits
109
Portfolio Value History — 8 Quarters
TickerValueShares% of Portfolio
$2.3B6.2M5.8%
$2.0B6.9M5.1%
$1.8B7.3M4.6%
$1.8B6.9M4.5%
$1.8B3.1M4.5%
$1.5B6.9M3.8%
$1.3B6.2M3.3%
$1.2B2.5M3.1%
$1.0B3.3M2.7%
$994.1M19.1M2.5%
$982.6M5.1M2.5%
$917.6M3.0M2.3%
$914.9M8.9M2.3%
$854.6M3.2M2.2%
$843.7M7.0M2.2%
$826.1M4.4M2.1%
ACCENTURE
$773.8M3.9M2.0%
$693.1M2.6M1.8%
$689.7M749.8K1.8%
$679.1M461.2K1.7%
$674.8M2.2M1.7%
$629.7M8.3M1.6%
$603.9M4.0M1.5%
$592.9M3.7M1.5%
$567.4M1.2M1.5%
$564.3M1.9M1.4%
$530.6M7.4M1.4%
$475.1M950.8K1.2%
$389.3M4.0M1.0%
$369.0M1.9M0.9%
$360.9M910.1K0.9%
$311.9M2.7M0.8%
ASML HLDG
$204.2M154.6K0.5%
$194.4M3.5M0.5%
$187.0M2.0M0.5%
$182.5M2.0M0.5%
$167.4M2.7M0.4%
$162.8M906.7K0.4%
$151.6M10.1M0.4%
TOTALENERG
$138.5M1.5M0.4%
$136.0M1.7M0.3%
$129.0M893.4K0.3%
$126.6M374.5K0.3%
DEUTSCHE B
$118.7M4.1M0.3%
$118.5M2.9M0.3%
$114.1M2.2M0.3%
$106.0M7.8M0.3%
$91.3M321.7K0.2%
$87.4M7.6M0.2%
$84.0M1.2M0.2%
$81.8M619.8K0.2%
$79.2M11.0M0.2%
$71.6M949.2K0.2%
$69.3M1.2M0.2%
$67.8M1.2M0.2%
$66.2M1.3M0.2%
$64.9M3.9M0.2%
$64.2M2.3M0.2%
$61.8M354.5K0.2%
$60.2M530.7K0.2%
$58.5M404.4K0.1%
$57.1M1.2M0.1%
$57.1M443.5K0.1%
$57.0M336.1K0.1%
$56.9M2.2M0.1%
$55.7M804.5K0.1%
$55.5M458.0K0.1%
$52.8M709.2K0.1%
$51.5M325.8K0.1%
$50.9M18.3M0.1%
$50.5M1.8M0.1%
$48.3M530.3K0.1%
$47.7M4.1M0.1%
$47.2M1.4M0.1%
$45.6M634.8K0.1%
$45.4M461.0K0.1%
$44.8M766.7K0.1%
$43.8M211.4K0.1%
$43.7M3.8M0.1%
$43.6M258.0K0.1%
STELLANTIS
$43.2M6.2M0.1%
$42.8M926.2K0.1%
$42.8M55.4K0.1%
$42.2M231.1K0.1%
$42.1M275.6K0.1%
$41.9M2.6M0.1%
$41.2M701.1K0.1%
$40.1M479.3K0.1%
$40.1M447.1K0.1%
$39.8M637.6K0.1%
$39.6M111.9K0.1%
$39.0M635.4K0.1%
$38.9M135.6K0.1%
$38.8M258.0K0.1%
$38.3M847.3K0.1%
$38.1M1.4M0.1%
$37.8M1.7M0.1%
$36.5M252.3K0.1%
$36.1M212.7K0.1%
$36.0M546.0K0.1%
$35.8M526.1K0.1%
$35.7M489.3K0.1%
$35.4M123.2K0.1%
MAGNUM ICE
$35.0M2.4M0.1%
$34.6M401.7K0.1%
$34.3M364.7K0.1%
$33.9M9.3M0.1%
$33.4M288.5K0.1%
$33.2M440.8K0.1%
$33.2M962.0K0.1%
$33.2M396.6K0.1%
$33.0M1.4M0.1%
$32.7M471.6K0.1%
$32.5M156.9K0.1%
$32.3M256.6K0.1%
$32.3M390.2K0.1%
$31.7M230.9K0.1%
$31.2M334.8K0.1%
$31.0M203.8K0.1%
UNILEVER P
$30.6M537.0K0.1%
$30.5M172.7K0.1%
$30.2M212.3K0.1%
$30.2M748.8K0.1%
$30.1M515.7K0.1%
$29.9M372.0K0.1%
$29.8M330.7K0.1%
GMO ETF TR
$29.3M1.1M0.1%
$29.1M247.6K0.1%
$29.1M315.7K0.1%
$28.9M240.1K0.1%
$28.9M1.5M0.1%
$28.8M433.5K0.1%
$28.7M1.7M0.1%
LYONDELLBA
$28.6M355.4K0.1%
$28.4M96.7K0.1%
$28.0M136.5K0.1%
$27.9M135.1K0.1%
$27.8M11.2M0.1%
$27.4M427.5K0.1%
$27.4M216.4K0.1%
CNH INDL N
$27.2M2.5M0.1%
$27.1M197.8K0.1%
$27.0M379.4K0.1%
$26.8M193.8K0.1%
$26.4M751.6K0.1%
$26.3M405.2K0.1%
$26.3M108.2K0.1%
$26.2M432.4K0.1%
$26.2M132.6K0.1%
$25.9M1.4M0.1%
$25.4M326.9K0.1%
$25.4M124.4K0.1%
$25.0M304.0K0.1%
$24.8M680.2K0.1%
$24.8M1.8M0.1%
$24.6M1.1M0.1%
$24.6M1.6M0.1%
$24.5M282.6K0.1%
$24.5M137.6K0.1%
$24.4M449.6K0.1%
NCR ATLEOS
$24.3M558.2K0.1%
$24.3M320.9K0.1%
$24.2M402.9K0.1%
$23.9M259.9K0.1%
$23.6M269.2K0.1%
$23.5M311.4K0.1%
$23.4M122.2K0.1%
$23.4M807.6K0.1%
$23.3M499.5K0.1%
$23.3M211.1K0.1%
$22.8M78.1K0.1%
$22.8M349.2K0.1%
$22.6M449.2K0.1%
$22.4M165.8K0.1%
$22.4M920.1K0.1%
$22.4M357.5K0.1%
$22.4M716.9K0.1%
$21.2M157.4K0.1%
ALLEGION P
$21.0M144.6K0.1%
$20.9M561.4K0.1%
UBS GROUP
$20.4M533.6K0.1%
BARRICK MN
$20.3M497.4K0.1%
$20.2M347.6K0.1%
$20.2M258.7K0.1%
$19.9M29.1K0.1%
$19.9M69.2K0.1%
$19.7M137.2K0.1%
$19.7M120.1K0.1%
$19.6M128.1K0.1%
$19.0M378.4K0.0%
$19.0M1.9M0.0%
GMO ETF TR
$19.0M750.9K0.0%
$18.9M335.7K0.0%
$18.6M37.9K0.0%
GRUPO CIBE
$18.2M250.3K0.0%
EVEREST GR
$18.2M55.7K0.0%
$17.8M376.1K0.0%
$17.8M162.2K0.0%
$17.7M189.4K0.0%
$17.6M240.4K0.0%
$17.3M101.0K0.0%
$17.0M94.5K0.0%
ONESTREAM
$16.2M676.6K0.0%
$16.1M986.8K0.0%
$16.0M581.4K0.0%
$15.3M50.4K0.0%
$15.3M624.6K0.0%
$15.0M37.4K0.0%
$14.9M312.0K0.0%
$14.5M73.2K0.0%
$14.2M120.9K0.0%
$14.1M68.0K0.0%
$14.1M334.5K0.0%
$14.1M39.6K0.0%
$13.9M152.1K0.0%
$13.7M25.1K0.0%
$13.6M941.3K0.0%
$13.6M213.3K0.0%
TE CONNECT
$13.5M64.6K0.0%
$13.4M74.7K0.0%
$13.1M605.6K0.0%
$13.1M548.2K0.0%
$13.1M84.2K0.0%
$13.0M61.5K0.0%
LOGITECH I
$12.9M142.8K0.0%
$12.8M684.9K0.0%
$12.7M73.2K0.0%
$12.7M174.7K0.0%
$12.6M297.4K0.0%
$12.4M231.6K0.0%
$12.4M365.0K0.0%
$12.2M58.7K0.0%
$12.1M167.8K0.0%
ARCH CAP G
$11.2M116.3K0.0%
$11.0M114.5K0.0%
CHUBB LTD
$10.9M33.5K0.0%
$10.8M19.2K0.0%
$10.5M36.1K0.0%
$10.3M79.2K0.0%
GMO ETF TR
$10.2M203.2K0.0%
$10.2M281.2K0.0%
$10.1M135.1K0.0%
$9.9M253.2K0.0%
$9.6M39.4K0.0%
$9.5M178.4K0.0%
$9.4M152.2K0.0%
$9.4M40.6K0.0%
$9.1M91.3K0.0%
$9.1M81.6K0.0%
$9.1M189.1K0.0%
$9.1M92.5K0.0%
$9.1M83.7K0.0%
$9.0M25.2K0.0%
$8.8M197.9K0.0%
$8.7M71.6K0.0%
LIFEZONE M
$8.6M2.6M0.0%
$8.5M88.6K0.0%
$8.3M465.1K0.0%
$8.2M87.2K0.0%
$8.2M74.5K0.0%
$8.1M86.7K0.0%
$8.0M29.5K0.0%
TRANE TECH
$8.0M19.1K0.0%
$7.9M240.0K0.0%
GLOBAL SHI
$7.9M211.6K0.0%
$7.9M9.3K0.0%
$7.9M127.6K0.0%
$7.8M170.7K0.0%
$7.8M254.7K0.0%
$7.8M45.0K0.0%
$7.7M281.5K0.0%
ICL GROUP
$7.5M1.5M0.0%
$7.4M36.0K0.0%
$7.4M234.4K0.0%
$7.3M56.0K0.0%
$7.3M21.3K0.0%
$7.2M147.7K0.0%
$7.1M271.8K0.0%
$7.1M270.9K0.0%
$7.1M44.1K0.0%
$7.0M270.7K0.0%
$6.9M50.9K0.0%
$6.9M12.7K0.0%
$6.9M53.9K0.0%
$6.8M9.3K0.0%
$6.7M143.5K0.0%
$6.5M97.6K0.0%
ZIM INTEGR
$6.5M245.6K0.0%
$6.1M29.4K0.0%
$6.1M149.7K0.0%
PAGSEGURO
$6.0M603.5K0.0%
$6.0M466.8K0.0%
$6.0M22.0K0.0%
$6.0M75.3K0.0%
$6.0M24.5K0.0%
$6.0M53.8K0.0%
$5.9M328.0K0.0%
$5.9M223.0K0.0%
$5.9M89.7K0.0%
$5.9M98.9K0.0%
$5.9M222.3K0.0%
$5.8M80.5K0.0%
$5.8M17.5K0.0%
$5.8M1.3M0.0%
$5.8M25.7K0.0%
$5.8M87.8K0.0%
LARGO INC
$5.8M5.1M0.0%
$5.7M42.3K0.0%
$5.7M98.9K0.0%
$5.7M1.3M0.0%
$5.7M1.6M0.0%
$5.7M68.3K0.0%
$5.5M9.3K0.0%
QNITY ELEC
$5.4M47.2K0.0%
ENERFLEX L
$5.3M255.2K0.0%
$5.3M92.4K0.0%
NXP SEMICO
$5.3M26.7K0.0%
$5.2M27.7K0.0%
$5.2M158.1K0.0%
$5.2M100.5K0.0%
$5.2M47.6K0.0%
$5.2M88.3K0.0%
$5.1M49.4K0.0%
$5.0M67.1K0.0%
$5.0M35.8K0.0%
$5.0M7.6K0.0%
$5.0M317.1K0.0%
$5.0M285.3K0.0%
APTIV PLC
$4.9M71.0K0.0%
$4.9M435.1K0.0%
$4.8M31.0K0.0%
$4.8M40.6K0.0%
$4.7M6.7K0.0%
$4.7M35.6K0.0%
NOBLE CORP
$4.7M95.6K0.0%
$4.6M124.8K0.0%
$4.6M55.4K0.0%
$4.5M331.4K0.0%
$4.5M16.8K0.0%
$4.4M78.2K0.0%
$4.4M15.8K0.0%
SUPER MICR
$4.4M192.1K0.0%
$4.3M61.3K0.0%
JANUS HEND
$4.3M83.5K0.0%
$4.2M18.9K0.0%
$4.2M58.1K0.0%
$4.2M481.2K0.0%
WEATHERFOR
$4.1M43.7K0.0%
$4.1M38.9K0.0%
$4.1M20.9K0.0%
$4.1M79.5K0.0%
$4.1M216.2K0.0%
$4.0M1.5M0.0%
$4.0M17.1K0.0%
$4.0M14.5K0.0%
$4.0M52.8K0.0%
$3.9M27.3K0.0%
$3.8M20.3K0.0%
$3.8M44.3K0.0%
$3.8M99.7K0.0%
$3.7M10.4K0.0%
$3.7M173.3K0.0%
$3.6M57.7K0.0%
$3.6M61.6K0.0%
$3.6M65.8K0.0%
$3.6M51.4K0.0%
PENTAIR PL
$3.5M40.7K0.0%
GMO ETF TR
$3.5M97.9K0.0%
$3.5M26.2K0.0%
$3.5M32.8K0.0%
$3.5M823.4K0.0%
$3.5M12.2K0.0%
GMO ETF TR
$3.4M122.5K0.0%
FORTUNA MN
$3.4M344.5K0.0%
GMO ETF TR
$3.4M94.5K0.0%
$3.4M233.4K0.0%
$3.4M28.6K0.0%
$3.3M1.1M0.0%
BUNGE GLOB
$3.3M25.6K0.0%
$3.2M109.9K0.0%
$3.2M82.3K0.0%
ISHARES TR
$3.2M27.0K0.0%
$3.2M15.5K0.0%
$3.2M19.4K0.0%
$3.2M22.0K0.0%
$3.1M8.1K0.0%
$3.1M52.4K0.0%
$3.1M129.7K0.0%
$3.0M178.8K0.0%
$3.0M48.5K0.0%
$3.0M20.2K0.0%
SIGNET JEW
$3.0M35.0K0.0%
$2.9M24.2K0.0%
MEDTRONIC
$2.9M33.6K0.0%
$2.8M33.6K0.0%
SCHWAB STR
$2.8M113.7K0.0%
$2.8M84.3K0.0%
$2.8M117.6K0.0%
$2.8M6.5K0.0%
$2.8M23.0K0.0%
$2.8M25.2K0.0%
$2.8M44.9K0.0%
VANGUARD S
$2.8M46.3K0.0%
$2.7M448.9K0.0%
$2.7M7.7K0.0%
$2.6M22.6K0.0%
SPDR SERIE
$2.5M87.3K0.0%
$2.5M15.8K0.0%
$2.5M86.7K0.0%
$2.5M23.5K0.0%
INVESCO LT
$2.4M100.6K0.0%
$2.4M36.1K0.0%
$2.4M15.0K0.0%
$2.4M12.4K0.0%
$2.4M114.4K0.0%
$2.4M90.4K0.0%
$2.4M111.3K0.0%
$2.4M50.9K0.0%
$2.4M23.6K0.0%
$2.3M44.3K0.0%
$2.3M11.0K0.0%
$2.3M152.1K0.0%
$2.2M3.6K0.0%
CHECK POIN
$2.2M15.3K0.0%
$2.2M6.6K0.0%
$2.2M85.1K0.0%
$2.1M3.3K0.0%
$2.1M2.9K0.0%
$2.1M8.5K0.0%
$2.1M8.3K0.0%
$2.0M3.5K0.0%
$2.0M88.9K0.0%
$2.0M20.1K0.0%
GENPACT LI
$2.0M52.8K0.0%
$1.9M8.8K0.0%
$1.8M18.4K0.0%
$1.8M32.7K0.0%
GARMIN LTD
$1.8M7.8K0.0%
$1.8M178.5K0.0%
$1.7M26.5K0.0%
$1.7M76.7K0.0%
GMO ETF TR
$1.7M69.0K0.0%
INVESCO EX
$1.7M74.9K0.0%
$1.7M717.5K0.0%
VANGUARD S
$1.7M29.2K0.0%
$1.7M12.4K0.0%
$1.7M20.7K0.0%
$1.7M6.7K0.0%
$1.7M36.4K0.0%
$1.7M11.6K0.0%
$1.7M1.5K0.0%
$1.7M14.4K0.0%
$1.7M1.5K0.0%
$1.6M18.3K0.0%
$1.6M38.2K0.0%
$1.6M12.4K0.0%
$1.6M30.0K0.0%
$1.6M26.2K0.0%
$1.6M36.2K0.0%
$1.6M14.1K0.0%
$1.6M12.5K0.0%
$1.6M42.4K0.0%
$1.5M42.3K0.0%
$1.5M58.7K0.0%
$1.5M19.1K0.0%
$1.5M2.6K0.0%
PARAMOUNT
$1.5M162.2K0.0%
$1.5M7.4K0.0%
$1.4M8.6K0.0%
$1.4M10.8K0.0%
$1.4M93.5K0.0%
$1.4M57.8K0.0%
$1.4M11.4K0.0%
$1.4M7.6K0.0%
$1.4M2.6K0.0%
CRH PLC
$1.4M12.9K0.0%
ISHARES TR
$1.4M31.8K0.0%
$1.3M37.8K0.0%
$1.3M23.2K0.0%
BW LPG LTD
$1.3M74.4K0.0%
$1.3M3.8K0.0%
$1.3M21.6K0.0%
$1.3M35.2K0.0%
$1.3M2.7K0.0%
$1.3M5.8K0.0%
$1.3M17.5K0.0%
$1.2M30.7K0.0%
$1.2M65.6K0.0%
$1.2M10.3K0.0%
$1.2M53.6K0.0%
$1.2M108.9K0.0%
$1.2M21.6K0.0%
$1.2M17.0K0.0%
$1.1M25.7K0.0%
$1.1M3.1K0.0%
$1.1M36.4K0.0%
$1.1M30.6K0.0%
$1.1M39.5K0.0%
$1.1M2.4K0.0%
$1.1M16.5K0.0%
$1.1M5.8K0.0%
$1.1M73.8K0.0%
$1.1M3.0K0.0%
$1.0M13.5K0.0%
$1.0M28.0K0.0%
$1.0M28.5K0.0%
COMPANHIA
$993K83.2K0.0%
$989K1750.0%
$976K8.5K0.0%
$956K5.8K0.0%
HERBALIFE
$947K64.3K0.0%
$941K157.4K0.0%
$941K15.0K0.0%
$929K33.7K0.0%
GLOBALFOUN
$925K20.8K0.0%
$905K3.4K0.0%
$901K3.1K0.0%
$854K12.2K0.0%
ISHARES IN
$851K10.8K0.0%
$839K7.3K0.0%
$837K106.7K0.0%
$820K19.4K0.0%
$816K37.7K0.0%
$811K15.4K0.0%
$796K17.9K0.0%
$796K8.6K0.0%
$789K8.9K0.0%
$785K63.9K0.0%
$766K4.9K0.0%
$754K15.4K0.0%
$739K10.4K0.0%
$736K20.6K0.0%
$731K6.2K0.0%
$726K12.1K0.0%
VALARIS LT
$721K7.4K0.0%
$698K8.8K0.0%
$686K4.7K0.0%
$683K12.6K0.0%
RENTOKIL I
$680K21.6K0.0%
$666K4.8K0.0%
$665K7.1K0.0%
$662K6.7K0.0%
$648K1.8K0.0%
$630K34.6K0.0%
$629K4.0K0.0%
$617K28.2K0.0%
$611K3.1K0.0%
$586K8.6K0.0%
$585K20.4K0.0%
HAFNIA LTD
$559K73.1K0.0%
$539K19.4K0.0%
ISHARES TR
$521K6.2K0.0%
$511K8.1K0.0%
VANGUARD I
$507K3.5K0.0%
$499K24.0K0.0%
AMRIZE LTD
$492K8.8K0.0%
$486K19.6K0.0%
SHARKNINJA
$485K4.6K0.0%
$457K24.7K0.0%
$439K20.7K0.0%
OUTFRONT M
$436K16.4K0.0%
$430K7.2K0.0%
$422K30.5K0.0%
$410K10.9K0.0%
$404K6.9K0.0%
$401K10.2K0.0%
$394K28.4K0.0%
$389K126.4K0.0%
$385K17.3K0.0%
$378K1.1K0.0%
$377K1.8K0.0%
$376K7.2K0.0%
GLOBANT S
$376K8.1K0.0%
$375K6.2K0.0%
CIMPRESS P
$374K5.1K0.0%
$373K1.0K0.0%
$367K1.5K0.0%
$365K97.8K0.0%
$356K1.2K0.0%
$349K830.0%
$349K22.2K0.0%
$349K4.4K0.0%
$348K6.4K0.0%
$345K1.3K0.0%
VANGUARD I
$342K3.5K0.0%
SMITHFIELD
$336K12.0K0.0%
$329K16.2K0.0%
$327K5.2K0.0%
$324K12.3K0.0%
$313K11.2K0.0%
$301K5.2K0.0%
IBEX LTD
$287K10.7K0.0%
GATES INDL
$287K12.7K0.0%
$286K6.3K0.0%
$286K11.3K0.0%
$279K18.6K0.0%
$276K9320.0%
RALLIANT C
$271K6.5K0.0%
$264K10.2K0.0%
$259K1.9K0.0%
$259K3.4K0.0%
$254K6.8K0.0%
$244K4.8K0.0%
$242K12.7K0.0%
$238K2.9K0.0%
$234K3.6K0.0%
FRESH DEL
$233K5.8K0.0%
$224K13.4K0.0%
$214K1.7K0.0%
$212K35.8K0.0%
$207K9.7K0.0%
$207K2080.0%
ATRIUM THE
$206K15.4K0.0%
$180K27.6K0.0%
$178K13.8K0.0%
$159K14.5K0.0%
$145K18.0K0.0%
$133K19.2K0.0%
$119K10.3K0.0%
$114K10.5K0.0%
$113K16.3K0.0%
ORION S.A.
$87K13.4K0.0%
$78K13.7K0.0%
$59K13.1K0.0%
$41K13.5K0.0%
$37K12.3K0.0%
$28K13.4K0.0%
$21K12.7K0.0%

Filing History

QuarterFiledPortfolio ValuePositionsSEC Filing
2026-03-312026-05-14$39.1B628View on EDGAR
2025-12-312026-02-17$39.1B654View on EDGAR
2025-09-302025-11-13$35.5B600View on EDGAR
2025-06-302025-08-13$33.2B608View on EDGAR
2025-03-312025-05-14$31.7B615View on EDGAR
2024-12-312025-02-13$30.7B570View on EDGAR
2024-09-302024-11-13$31.9B559View on EDGAR
2024-06-302024-08-13$29.6B525View on EDGAR