Jeremy Grantham's top holdings (June 2025) include Microsoft Corporation (MSFT), a company specializing in software, cloud computing, and gaming technologies.

Jeremy Grantham is a co-founder of Grantham, Mayo, & van Otterloo (GMO), an investment management firm. He is known for his focus on value investing and his research into long-term market trends.

Microsoft Corporation (MSFT)

Microsoft is a global technology leader known for its Windows operating system, Office productivity suite, and Azure cloud services. The company also has a significant presence in the gaming industry with its Xbox consoles and related services. The current value of Jeremy Grantham's position is $2.2B, with Microsoft's market capitalization at $3.42T. Analysts have set a price target of $505.4 for the company, and the discounted cash flow value is $353.31 per share.

Here's an overview of Jeremy Grantham's trades in Microsoft Corporation:

Alphabet Inc - Ordinary Shares - Class A (GOOGL)

Alphabet, the parent company of Google, is a multinational technology conglomerate. Its primary activities include internet search, online advertising, cloud computing, software, and hardware. Alphabet has a market capitalization of $2.09T; Jeremy Grantham's holding in the company is currently worth $1.35B. The analyst price target for Alphabet is $187.0, and its discounted cash flow value is $254.35.

Here's an overview of Jeremy Grantham's trades in Alphabet Inc - Ordinary Shares - Class A:

Apple Inc (AAPL)

Apple designs, develops, and sells consumer electronics, computer software, and online services. Its product lineup includes the iPhone, iPad, Mac, and Apple Watch. Apple's market cap stands at $3.0T, while the current value of Jeremy Grantham's holding is $1.34B. The discounted cash flow value for Apple is $151.08, and analysts have a price target of $259.0.

Here's an overview of Jeremy Grantham's trades in Apple Inc:

Meta Platforms Inc - Ordinary Shares - Class A (META)

Meta Platforms, formerly known as Facebook, operates social media platforms, including Facebook, Instagram, and WhatsApp. The company also invests in virtual and augmented reality technologies. The current value of Jeremy Grantham's position is $1.34B, and the company's market cap is $1.63T. The analyst price target for Meta is $855.0, with a discounted cash flow value of $587.36.

Here's an overview of Jeremy Grantham's trades in Meta Platforms Inc - Ordinary Shares - Class A:

Visa Inc - Ordinary Shares - Class A (V)

Visa is a global payments technology company that facilitates electronic funds transfers worldwide. It operates the world's largest retail electronic payments network. Visa Inc has a market capitalization of $708.3B, and Jeremy Grantham's holding in this company is currently worth $1.09B. The discounted cash flow value is $246.53.

Here's an overview of Jeremy Grantham's trades in Visa Inc - Ordinary Shares - Class A: