Jeremy Grantham

This quarter

Updated today

Grantham's Q2 2026 filing logged 23 moves — the largest single-quarter reshuffle on record with us (since 2024-Q3) at $10.3B.

Largest single-quarter reshuffle on record with us — $10.3B
Added to TMO for a 7th consecutive quarter
Trimmed AMZN by $165.3M

Sources & details

Windowpast 90 days · 23 events · ending Sep 11, 2026

DetailLargest single-quarter reshuffle on record with us — $10.3B (since 2024-Q3) · Added to TMO for a 7th consecutive quarter (+237.0k shares in 2026-Q2) · Trimmed AMZN by $165.3M — <1% of portfolio, −1% QoQ · Trimmed ABT by $116.9M — <1% of portfolio, −1% QoQ · Trimmed SEDG by $41.4M — <1% of portfolio, −44% QoQ

Full summary

Jeremy Grantham's Q2 2026 quarterly filing represented the largest single-quarter reshuffle on record with us — $10.3B (since 2024-Q3) — spanning 23 disclosed position changes across new openings, additions, and trims. On the additions side, Grantham added to MDT (+113% QoQ), LDOS (+89% QoQ), ULTA (+45% QoQ), CBRE (+42% QoQ), RYAAY (+36% QoQ), BF-B (+16% QoQ), and BBY (+7% QoQ). Five new positions were opened: TBLA, FMC, CARS, RHI, HONA, Agilent Technologies (A), and ADI — all sub-1% of disclosed book individually. On the trim side, GOOG was cut by 71% QoQ and SEDG by 44% QoQ. STLD was reduced by 37% QoQ and BG by 63% QoQ. Smaller reductions were made to AMZN (−1% QoQ), ABT (−1% QoQ), ZM (−10% QoQ), MHO (−21% QoQ), and SXC (−3% QoQ). The breadth of simultaneous openings, additions, and trims — with no single move exceeding 1% of disclosed book on its own — points to a broad-based rebalancing quarter rather than a concentrated directional bet, consistent with the record reshuffle figure.

Underlying filings

Institutional holdingJeremy GranthamJun 30, 2026Opened position in TBLA · 23.5k shares · $117.3k
Institutional holdingJeremy GranthamJun 30, 2026Trimmed STLD · −35.3k shares · −$3.4M
Institutional holdingJeremy GranthamJun 30, 2026Added to MDT · +37.8k shares · +$2.7M
Institutional holdingJeremy GranthamJun 30, 2026Added to BF-B · +227.0k shares · +$6.4M
Institutional holdingJeremy GranthamJun 30, 2026Added to LDOS · +27.5k shares · +$1.2M
Institutional holdingJeremy GranthamJun 30, 2026Trimmed SEDG · −990.4k shares · −$41.4M
Institutional holdingJeremy GranthamJun 30, 2026Opened position in FMC · 20.0k shares · $230.2k
Institutional holdingJeremy GranthamJun 30, 2026Trimmed GOOG · −87.9k shares · −$22.9M
Institutional holdingJeremy GranthamJun 30, 2026Added to CBRE · +11.0k shares · +$1.5M
Institutional holdingJeremy GranthamJun 30, 2026Trimmed ABT · −116.9k shares · −$116.9M
Institutional holdingJeremy GranthamJun 30, 2026Opened position in CARS · 14.9k shares · $163.1k
Institutional holdingJeremy GranthamJun 30, 2026Trimmed AMZN · −92.4k shares · +$165.3M
Institutional holdingJeremy GranthamJun 30, 2026Added to BBY · +28.0k shares · +$7.1M
Institutional holdingJeremy GranthamJun 30, 2026Opened position in RHI · 6.5k shares · $200.0k
Institutional holdingJeremy GranthamJun 30, 2026Trimmed ZM · −36.7k shares · −$967.3k
Institutional holdingJeremy GranthamJun 30, 2026Opened position in HONA · 4.5k shares · $996.2k
Institutional holdingJeremy GranthamJun 30, 2026Trimmed MHO · −2.4k shares · +$52.0k
Institutional holdingJeremy GranthamJun 30, 2026Opened position in A · 18.6k shares · $2.5M
Institutional holdingJeremy GranthamJun 30, 2026Opened position in ADI · 1.4k shares · $550.1k
Institutional holdingJeremy GranthamJun 30, 2026Trimmed SXC · −719 shares · +$36.7k
Institutional holdingJeremy GranthamJun 30, 2026Added to RYAAY · +36.0k shares · +$3.0M
Institutional holdingJeremy GranthamJun 30, 2026Added to ULTA · +1.2k shares · +$342.4k
Institutional holdingJeremy GranthamJun 30, 2026Trimmed BG · −16.1k shares · −$2.2M

Source19 citations →

GeneratedSep 11, 2026

NoteAuto-generated summary · not investment advice · verify before acting.

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Jeremy Grantham

Jeremy Grantham

Portfolio · 2025-Q3

Recent moves