Jeremy Grantham – Top 10 Holdings – Latest 13F

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at superinvestor Jeremy Grantham (6-30-2023). The current market value of his portfolio is $21,600,622,948 with a top 10 holdings concentration of 28.47.

Top 10 Holdings

SYM	STOCK	VALUE ($000)	%	SHARES
MSFT	MICROSOFT CORP	1,033,620	4.80%	3,035,240
META	META PLATFORMS INC	704,487	3.30%	2,454,830
UNH	UNITEDHEALTH GROUP INC	651,806	3.00%	1,356,123
AAPL	APPLE INC	586,833	2.70%	3,025,382
AMZN	AMAZON COM INC	577,146	2.70%	4,427,325
JNJ	JOHNSON & JOHNSON	556,614	2.60%	3,362,822
GOOGL	ALPHABET INC	542,613	2.50%	4,533,109
ORCL	ORACLE CORP	524,189	2.40%	4,401,629
LRCX	LAM RESEARCH CORP	502,169	2.30%	781,149
ACN	ACCENTURE PLC	470,409	2.20%	1,524,433