Grantham, Mayo, Van Otterloo & Co. LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 615
Total Value: 31717558851
Accession Number: 0001072613-25-000369
Form Type: 13F-HR
CIK: 0001352662
Manager Name: Grantham, Mayo, Van Otterloo & Co. LLC

Data Enrichment

98% identified

601 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

615 positions • $31,717,558.851K total value

615 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 6 of 31

Sort by:

ADVANCED DRAINAGE SYSTEMS, INC.

WMS|00790R104

379189(+21.1%)

Value:

$41.2B(+13.8%)

SAIA INC

SAIA|78709Y105

117840

Value:

$41.2B

Alibaba Group Holding Ltd

BABA|01609W102

310297(+8.0%)

Value:

$41.0B(+68.4%)

LOGITECH INTERNATIONAL S.A.

LOGI|H50430232

488022(+0.9%)

Value:

$40.8B(+1.8%)

Discover Financial Services

DFS|254709108

231533(-16.5%)

Value:

$39.5B(-17.8%)

UNITED PARCEL SERVICE INC

UPS|911312106

358160(+117.0%)

Value:

$39.4B(+89.3%)

Dolby Laboratories, Inc.

DLB|25659T107

488712(+179.5%)

Value:

$39.2B(+187.4%)

MAGNA INTERNATIONAL INC

MGA|559222401

1147196(+9.7%)

Value:

$39.0B(-10.8%)

UNIVERSAL DISPLAY CORP \PA\

OLED|91347P105

278273(+62.1%)

Value:

$38.8B(+54.7%)

BANK OF NOVA SCOTIA

BNS|064149107

811591(+71.0%)

Value:

$38.5B(+51.0%)

GE HealthCare Technologies Inc.

GEHC|36266G107

476501(+5.5%)

Value:

$38.5B(+8.9%)

HOULIHAN LOKEY, INC.

HLI|441593100

228431(+28.2%)

Value:

$36.9B(+19.3%)

PACCAR INC

PCAR|693718108

376736(+6.4%)

Value:

$36.7B(-0.4%)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

378737(+36.3%)

Value:

$36.4B(+42.0%)

Enphase Energy, Inc.

ENPH|29355A107

582340(+12.5%)

Value:

$36.1B(+1.7%)

Hewlett Packard Enterprise Co

HPE|42824C109

2336399(+7.2%)

Value:

$36.1B(-22.6%)

FTI CONSULTING, INC

FCN|302941109

218647(+72.9%)

Value:

$35.9B(+48.4%)

Kraft Heinz Co

KHC|500754106

1170620(-7.3%)

Value:

$35.6B(-8.2%)

HORTON D R INC /DE/

DHI|23331A109

277756(+10.2%)

Value:

$35.3B(+0.2%)

AGCO CORP /DE

AGCO|001084102

378427(-14.8%)

Value:

$35.0B(-15.6%)

Instrument	Shares		Other Manager	Value
Advanced Drainage Systems, Inc.(WMScusip00790R104)	379.2K	QoQ +21.12% (+66.1K) YoY +229.56% (+264.1K)	All Managers (Combined)	$41.2M	QoQ +13.84% (+$5.0M) YoY +107.89% (+$21.4M)
Saia Inc(SAIAcusip78709Y105)	117.8K	QoQ NEW(+117.8K) YoY NEW(+117.8K)	All Managers (Combined)	$41.2M	QoQ NEW(+$41.2M) YoY NEW(+$41.2M)
Alibaba Group Holding Ltd(BABAcusip01609W102)	310.3K	QoQ +8.00% (+23.0K) YoY +41.39% (+90.8K)	All Managers (Combined)	$41.0M	QoQ +68.42% (+$16.7M) YoY +158.38% (+$25.2M)
Logitech International S.A.(LOGIcusipH50430232)	488.0K	QoQ +0.89% (+4.3K) YoY -17.03% (-100.2K)	All Managers (Combined)	$40.8M	QoQ +1.83% (+$736.5K) YoY -22.63% (-$11.9M)
Discover Financial Services(DFScusip254709108)	231.5K	QoQ -16.53% (-45.9K) YoY -43.00% (-174.7K)	All Managers (Combined)	$39.5M	QoQ -17.75% (-$8.5M) YoY -25.77% (-$13.7M)
United Parcel Service Inc(UPScusip911312106)	358.2K	QoQ +117.01% (+193.1K) YoY NEW(+358.2K)	All Managers (Combined)	$39.4M	QoQ +89.28% (+$18.6M) YoY NEW(+$39.4M)
Dolby Laboratories, Inc.(DLBcusip25659T107)	488.7K	QoQ +179.54% (+313.9K) YoY +224.89% (+338.3K)	All Managers (Combined)	$39.2M	QoQ +187.45% (+$25.6M) YoY +211.47% (+$26.6M)
Magna International Inc(MGAcusip559222401)	1.1M	QoQ +9.71% (-101.6K) YoY +342.16% (+887.7K)	All Managers (Combined)	$39.0M	QoQ -10.76% (-$4.7M) YoY +175.62% (+$24.8M)
Universal Display Corp \Pa\(OLEDcusip91347P105)	278.3K	QoQ +62.12% (+106.6K) YoY +340.65% (+215.1K)	All Managers (Combined)	$38.8M	QoQ +54.67% (+$13.7M) YoY +264.87% (+$28.2M)
Bank Of Nova Scotia(BNScusip064149107)	811.6K	QoQ +71.02% (+337.0K) YoY +96.96% (+399.5K)	All Managers (Combined)	$38.5M	QoQ +51.00% (+$13.0M) YoY +80.36% (+$17.1M)
Ge Healthcare Technologies Inc.(GEHCcusip36266G107)	476.5K	QoQ +5.51% (+24.9K) YoY +58.66% (+176.2K)	All Managers (Combined)	$38.5M	QoQ +8.92% (+$3.2M) YoY +40.85% (+$11.2M)
Houlihan Lokey, Inc.(HLIcusip441593100)	228.4K	QoQ +28.23% (+50.3K) YoY -17.42% (-48.2K)	All Managers (Combined)	$36.9M	QoQ +19.25% (+$6.0M) YoY +4.03% (-$1.4M)
Paccar Inc(PCARcusip693718108)	376.7K	QoQ +6.40% (-22.7K) YoY +9.81% (-33.7K)	All Managers (Combined)	$36.7M	QoQ -0.40% (-$147.8K) YoY -13.68% (-$5.8M)
Arch Capital Group Ltd.(ACGLcusipG0450A105)	378.7K	QoQ +36.32% (+100.9K) YoY +796.48% (+336.5K)	All Managers (Combined)	$36.4M	QoQ +41.98% (+$10.8M) YoY +832.75% (+$32.5M)
Enphase Energy, Inc.(ENPHcusip29355A107)	582.3K	QoQ +12.52% (+64.8K) YoY +17.20% (-85.5K)	All Managers (Combined)	$36.1M	QoQ +1.66% (+$592.4K) YoY -39.88% (-$24.0M)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	2.3M	QoQ +7.15% (-156.0K) YoY -6.62% (-165.7K)	All Managers (Combined)	$36.1M	QoQ -22.55% (-$10.5M) YoY -18.73% (-$8.3M)
Fti Consulting, Inc(FCNcusip302941109)	218.6K	QoQ +72.88% (+92.2K) YoY +153.06% (+132.2K)	All Managers (Combined)	$35.9M	QoQ +48.41% (+$11.7M) YoY +97.45% (+$17.7M)
Kraft Heinz Co(KHCcusip500754106)	1.2M	QoQ -7.31% (-92.4K) YoY -5.48% (-68.0K)	All Managers (Combined)	$35.6M	QoQ -8.16% (-$3.2M) YoY -22.05% (-$10.1M)
Horton D R Inc /De/(DHIcusip23331A109)	277.8K	QoQ +10.24% (+25.8K) YoY +121.59% (+152.4K)	All Managers (Combined)	$35.3M	QoQ +0.24% (+$84.6K) YoY +71.20% (+$14.7M)
Agco Corp /De(AGCOcusip001084102)	378.4K	QoQ -14.80% (-65.8K) YoY -2.79% (-10.9K)	All Managers (Combined)	$35.0M	QoQ -15.63% (-$6.5M) YoY -26.85% (-$12.9M)