StockDriftsStockDriftsTop 50 Grantham, Mayo, Van Otterloo & Co. LLC Holdings
| Stock | Company Name | % of Portfolio | Shares Owned | Value Owned | Latest Activity | Avg. Buy Price | Date |
|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 5.85% | 6.18M | $2.29B | +17.25% (+908.45K) | $267.82 | 2026-03-31 |
| GOOGL | ALPHABET INC | 5.08% | 6.90M | $1.98B | +3.43% (+228.99K) | $110.60 | 2026-03-31 |
| JNJ | JOHNSON & JOHNSON | 4.55% | 7.28M | $1.78B | +2.68% (+189.73K) | $144.74 | 2026-03-31 |
| AAPL | APPLE INC | 4.5% | 6.94M | $1.76B | +3.44% (+230.46K) | $140.88 | 2026-03-31 |
| META | META PLATFORMS INC | 4.5% | 3.07M | $1.76B | +5.65% (+164.48K) | $376.65 | 2026-03-31 |
| LRCX | LAM RESEARCH CORP | 3.77% | 6.90M | $1.48B | -26.11% (-2.44M) | $55.15 | 2026-03-31 |
| AMZN | AMAZON COM INC | 3.32% | 6.23M | $1.30B | -1.95% (-124.04K) | $171.73 | 2026-03-31 |
| TMO | THERMO FISHER SCIENTIFIC INC | 3.15% | 2.50M | $1.23B | +3.74% (+90.14K) | $522.37 | 2026-03-31 |
| AVGO | BROADCOM INC | 2.65% | 3.35M | $1.04B | +6.75% (+211.79K) | $226.17 | 2026-03-31 |
| USB | US BANCORP | 2.54% | 19.11M | $994.10M | +3.87% (+712.64K) | $45.21 | 2026-03-31 |
| TXN | TEXAS INSTRS INC | 2.51% | 5.06M | $982.55M | +3.54% (+173.23K) | $140.36 | 2026-03-31 |
| V | VISA INC | 2.35% | 3.04M | $917.64M | +14.59% (+386.56K) | $240.28 | 2026-03-31 |
| ABT | ABBOTT LABORATORIES | 2.34% | 8.91M | $914.89M | +5.05% (+428.39K) | $99.28 | 2026-03-31 |
| UNH | UNITEDHEALTH GROUP INC | 2.19% | 3.16M | $854.65M | +18.29% (+488.29K) | $342.43 | 2026-03-31 |
| MRK | MERCK & CO INC | 2.16% | 7.01M | $843.69M | +2.09% (+143.63K) | $77.85 | 2026-03-31 |
| CRM | SALESFORCE INC | 2.11% | 4.43M | $826.12M | +7.83% (+321.52K) | $244.06 | 2026-03-31 |
| ACN | ACCENTURE PLC IRELAND | 1.98% | 3.90M | $773.79M | +7.76% (+281.07K) | $233.79 | 2026-03-31 |
| CI | THE CIGNA GROUP | 1.77% | 2.60M | $693.08M | +32.69% (+640.08K) | $284.62 | 2026-03-31 |
| LLY | ELI LILLY & CO | 1.76% | 749.82K | $689.66M | +1.43% (+10.54K) | $437.30 | 2026-03-31 |
| KLAC | KLA CORP | 1.74% | 461.20K | $679.08M | -9.35% (-47.55K) | $516.82 | 2026-03-31 |
| HLT | HILTON WORLDWIDE HLDGS INC | 1.73% | 2.22M | $674.84M | -5.16% (-120.73K) | $227.27 | 2026-03-31 |
| KO | COCA COLA CO | 1.61% | 8.28M | $629.67M | -6.00% (-528.73K) | $54.44 | 2026-03-31 |
| STZ | CONSTELLATION BRANDS INC | 1.54% | 4.03M | $603.87M | +4.19% (+161.75K) | $214.59 | 2026-03-31 |
| TJX | TJX COS INC NEW | 1.52% | 3.71M | $592.89M | -2.26% (-85.99K) | $54.93 | 2026-03-31 |
| ISRG | INTUITIVE SURGICAL INC | 1.45% | 1.23M | $567.45M | +3.80% (+45.02K) | $333.41 | 2026-03-31 |
| ELV | ELEVANCE HEALTH INC FORMERLY | 1.44% | 1.94M | $564.33M | -23.42% (-592.81K) | $385.50 | 2026-03-31 |
| UBER | UBER TECHNOLOGIES INC | 1.36% | 7.38M | $530.60M | +26.55% (+1.55M) | $72.08 | 2026-03-31 |
| MA | MASTERCARD INCORPORATED | 1.22% | 950.78K | $475.07M | +38978.71% (+948.35K) | $535.11 | 2026-03-31 |
| NFLX | NETFLIX INC. | 1% | 4.05M | $389.31M | +12347.45% (+4.02M) | $94.93 | 2026-03-31 |
| DGX | QUEST DIAGNOSTICS INC | 0.94% | 1.88M | $369.04M | +3.69% (+66.96K) | $133.30 | 2026-03-31 |
| SNPS | SYNOPSYS INC | 0.92% | 910.13K | $360.85M | new | $433.25 | 2026-03-31 |
| TW | TRADEWEB MKTS INC | 0.8% | 2.65M | $311.88M | +5.24% (+131.94K) | $133.88 | 2026-03-31 |
| ASML | ASML HLDG NV | 0.52% | 154.57K | $204.16M | +18.45% (+24.08K) | $1019.25 | 2026-03-31 |
| GSK | GSK PLC | 0.5% | 3.52M | $194.41M | +0.95% (+33.19K) | $40.74 | 2026-03-31 |
| RIO | RIO TINTO PLC | 0.48% | 2.00M | $187.03M | +27.84% (+436.59K) | $69.96 | 2026-03-31 |
| TD | TORONTO DOMINION BK ONT | 0.47% | 1.96M | $182.54M | +6.22% (+114.87K) | $72.57 | 2026-03-31 |
| DAR | DARLING INGREDIENTS INC | 0.43% | 2.71M | $167.44M | -27.18% (-1.01M) | $59.49 | 2026-03-31 |
| ALB | ALBEMARLE CORP | 0.42% | 906.68K | $162.78M | -1.78% (-16.39K) | $97.46 | 2026-03-31 |
| VOD | VODAFONE GROUP PLC | 0.39% | 10.09M | $151.61M | -2.70% (-280.62K) | $9.79 | 2026-03-31 |
| TTE | TOTALENERGIES SE | 0.35% | 1.49M | $138.52M | -3.86% (-59.87K) | $62.43 | 2026-03-31 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | 0.35% | 1.68M | $135.96M | -1.94% (-33.20K) | $57.02 | 2026-03-31 |
| PG | PROCTER & GAMBLE CO | 0.33% | 893.43K | $129.05M | +33.08% (+222.06K) | $155.45 | 2026-03-31 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.32% | 374.51K | $126.57M | -8.05% (-32.80K) | $230.99 | 2026-03-31 |
| DB | DEUTSCHE BK AG | 0.3% | 4.10M | $118.68M | +7.28% (+278.45K) | $17.64 | 2026-03-31 |
| ARMK | ARAMARK | 0.3% | 2.92M | $118.53M | +15.47% (+391.70K) | $35.92 | 2026-03-31 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | 0.29% | 2.23M | $114.06M | -12.03% (-305.52K) | $106.34 | 2026-03-31 |
| RUN | SUNRUN INC | 0.27% | 7.82M | $106.04M | +44.40% (+2.40M) | $20.61 | 2026-03-31 |
| GE | GE AEROSPACE | 0.23% | 321.66K | $91.28M | +6.19% (+18.75K) | $109.98 | 2026-03-31 |
| NXE | NEXGEN ENERGY LTD | 0.22% | 7.55M | $87.37M | -2.73% (-211.77K) | $6.77 | 2026-03-31 |
| BNS | BANK NOVA SCOTIA B C | 0.21% | 1.21M | $83.96M | +47.07% (+388.39K) | $58.02 | 2026-03-31 |
Sign up free to track Grantham, Mayo, Van Otterloo & Co. LLC, see quarterly performance history, and get alerts when positions change.