As the assets of the Starinvestor are powerful: These matters took Jeremy Grantham in 2. Quarter in his Depot for

Place 16: The ranking

I sold the Investmentgesellschaft Grantham, Mayo & van Otterloo (GMO) of Jeremy Grantham in the quarter of 2024 an ​​assets at a height of 29.61 billion US dollars. In the United States, there are more institutions that have earned more than 100 million US dollars, have reported their investments four times in the 13F form with the US-Börsenaufsicht SEC. This Regelung is gilded for Granthams GMO. The following ranking has produced the 15 large Aktien positions in Granthams Portfolio, which were carried out just like last year. As of June 30, 2024.

Source: sec.gov, Image: Lane Turner/Boston Globe/Getty Images

Location 15: Accenture

Accenture has released Jeremy Grantham in the fourth quarter of 2024 and 155,196 Aktien zu. In addition, you are not sure about this position, but you are also interested in 2,032,727 Accenture-Aktien bestht, but you are also present at Platz 15 (Vorquartal: Platz zwölf). The Beteiligung war zum Quartalsende beef 616.75 Millionen US-Dollar was worth 2.08 Prozent am Gesamtdepot aus.

Quelle: sec.gov, Image: Daniel J. Macy / Shutterstock.com

Rank 14: Intuitive Surgery

New among the 15 major positions of the GMO portfolios that are intuitive surgery – obwohl Grantham goes to the second quarter 2022 Assets of the US medical technology company. In the fourth quarter of 2024, the investor made an investment of 58,167 papers and an amount of 1,424,317 Intuitive Surgical assets in an amount of 633.61 million dollars. With an amount of 2.14 percent in the total deposit, this investment landed on Place 14.

Source: sec.gov, Image: Sundry Photography / Shutterstock.com

Place 13: Merck & Co.

The Beteiligung at US-Pharmaunternehmen Merck & Co. Jeremy Grantham sold in the quarter: Here is 601,234 Anteilsscheine and besaß some 5,328,292 Papere. On June 30, these cattle were worth 659.64 Million US Dollars and 2.23 Prozent des gesamten GMO-Depots aus.

Quelle: sec.gov, Bild: Katherine Welles / Shutterstock.com

Place 12: Amazon

Cash power of Jeremy Grantham’s investment company depends on its involvement with Amazon: I have a quarter of 578,050 Aktien from E-Commerce-Gigantenverkauft. The lost 3,501,043 Amazon-Aktien were zum Stichtag bound 676.58 Millionen US-Dollar wrt. Damit powers the paper now nor 2.29 Prozent an Granthams Gesamtdepot aus – de Beteiligung rutschte somit nach Platz sieben im Vorquartal non auf Platz zölf ab.

Quelle: sec.gov, Bild: Hadrian / Shutterstock.com

Place 11: Elevance Health

We can take another look at the Top 15 in the health insurance company Elevance Health. Here Grantham increased his share to 102,603 ​​assets totaling 1,349,868 insurance premiums. With a value of 731.44 million US dollars that has acquired a position on a previous value of 2.47 percent of the portfolio – and which is in 13th place on the 11th night.

Quelle: sec.gov, Image: T. Schneider / Shutterstock.com

Place 10: Coca-Cola

Unchanged on Square 10 in the GMO depot is the Determination of the Softdrink Giant Coca-Cola. Here you will find Grantham products and a quality of 697,164 other Aktien products. The entered 11,772,050 content of the paper of the external powers of the foundation with a value of 749.29 million US dollars is an anteil of 2.53 percent of a Granthams depot from.

Quelle: sec.gov, Bild: Katherine Welles / Shutterstock.com

Place 9: Texas Instruments

From eleven on the new Platz it has become a quarter for the Halbleiterhersteller Texas Instruments. Here is a Grantham investment stock of 167,863 paper in stock. The incoming 4,039,455 Texas Instruments stocks have a value of 785.80 million US dollars on June 30, 2024 and powers lost 2.65 percent of the deposits out.

Quelle: sec.gov, Bild: Texas Instruments

Place 8: Oracle

Software and hardware repairer Oracle has entered the GMO depot in the second half of 2024 in a position on the eighth place. At Oracle, the investment company with a stake of 186,320 assets is sold for 5,692,642 shares. At its foundation, this paper has a value of 803.80 million US dollars and powers of 2.71 percent of the total depot.

Quelle: sec.gov, Image: Ken Wolter / Shutterstock.com

Place 7: Lam Research

A place above at Rank eight among Grantham’s Top Positions included in the second volume of the Halbleiterhersteller Lam Research. I have a number of years in a row a part of Grantham this position at 26,800 Aktien out of 767,618 Anteilsscheine. Zum Stichtag is worth 817.40 million US dollars and can have a previous value of 2.76 percent of the portfolio.

Quelle: sec.gov, Bild: Michael Vi / Shutterstock.com

Place 6: Johnson & Johnson

Johnson & Johnson’s pharmaceutical industry was able to create a large involvement of promising star investors on a quarter of the markets, while Jeremy Grantham questioned the company’s position. So that J&J-Betiligung in Berichtzeiroom is 24.79 Percent or 1,196,854 Anteilsscheine on now total 6,024,386 Aktien. The betting war with the foundation amounted to 880.52 million US dollars and could yield an anteil of 2.97 percent in the storage depot.

Quelle: sec.gov, Bild: Gil C / Shutterstock.com

Place 5: UnitedHealth

On the marketplace of the Versicherungskonzern United Health. Obwohl Grantham has a Beteiligung in a quarter of 171.215 Aktien ausgebaut hat, it is a Vergleich zum vorangedingenen Quartal a platz abwärts. The insgesamt 1,982,532 contents Anteilsscheine energieen zum Stichtag with a Wert von round 1.01 Milliard US-Dollar ainen Anteil of 3.41 Prozent am gesamten GMO-Depot aus.

Quelle: sec.gov, Bild: II.studio / Shutterstock.com

Place 4: Meta-platforms

A platform is abandoned and on the fourth platform a part of the Facebook Mother metaplatforms is displayed. Here is the height of Grantham jeoch seine Beteiligung, in this fall at 157,255 Aktien. The entered 2,207,020 metapaper has reached a value of 1.11 million US dollars and can have a previous value of 3.76 in the portfolio.

Quelle: sec.gov, Bild: rafapress / Shutterstock.com

Place 3: Alphabet A

A ranking place has been found in the Google-Mutter alphabet. In the meantime Quartal 2024 stockte Grantham seine Beteiligung and de A-Aktien des Unternehmens um 124.392 Papere auf nun insgesamt 6.937.885 Anteilsscheine auf. Calculate the position of a quarter of the value of 1.26 million US dollars and loss of power 4.27 Prozent des gesamten Depots aus.

Quelle: sec.gov, Bild: Fenixx666 / Shutterstock.com

Place 2: Apple

The best way to get Jeremy Grantham into sales at Apple: There is a stock of a satte 1,476,341 Aktien bzw. 32.54 Prozent op. The insured content value 6,013,397 Apple-actions were zum Stichtag beef 1.27 Billiarden US-Dollar schwer and bescherten der Beteiligung einen Sprung auf Platz zwei – nach Platz fünf im first Quartal. The previous position in the Depot of Granthams Investmentgesellschaft was 4.28 Prozent on June 30, 2024.

Quelle: sec.gov, Bild: Bocman1973 / Shutterstock.com

Location 1: Microsoft

Now that I am in the market in the quarter of 2024, there is a GMO deposit from Tech Giant Microsoft. I have received a Quarterly amount from Grantham with an investment of 185,260 Aktien on a total of 3,782,328 Anteilsscheine. The Microsoft involvement has a value of 1.69 million US dollars and power of an anteil of 5.71 Percent in the total deposit.

Quelle: sec.gov, Image: James M. Phelps, Jr / Shutterstock.com