Jeremy Grantham Portfolio

GMO Asset Management Holdings

Grantham is a value investor and co-founded GMO in 1977. GMO is one of the top long-term investment firms. They offer different mutual funds for wealthy investors. The minimum investment size is $5 million. Grantham is known for his predictions of stock market bubbles. He foresaw the dot-com implosion and got out of Japanese stocks in the 1990s before the economy stagnated.
Jeremy Grantham, a renowned investor, notably prioritizes substantial and established tech giants in his investment portfolio. Microsoft Corporation holds a significant position, reflecting confidence in its enduring software dominance and cloud services growth. Similarly, Meta Platforms Inc - Ordinary Shares - Class A emphasizes Grantham's bet on social media's expansive reach and VR/AR technologies impacting future communication. UnitedHealth Group Inc showcases an investment preference for stability within the ever-essential healthcare sector, banking on demographic trends and systemic health reforms.
The inclusion of Alphabet Inc - Ordinary Shares - Class A aligns with Grantham's focus on innovative market leaders, leveraging Google's search engine supremacy and forefront status in AI development. Lastly, Amazon.com Inc.'s presence echoes a strategic approach to online retail and cloud computing through AWS, foresight into e-commerce evolution, and diversified business models. These top stocks signal Jeremy Grantham's strategic selections aimed at long-term value creation within dynamic sectors poised for sustainable growth.

$23.2 Billion Total portoflio value
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