GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FSV | 3K | $590.77K |
 | VRSN | 3K | $859.12K |
 | AEE | 3K | $313.87K |
 | NFLX | 3K | $3.30M |
 | LMT | 3K | $1.36M |
 | DRI | 3K | $513.97K |
 | LIN | 3K | $1.25M |
 | MA | 2K | $1.38M |
 | JXN | 2K | $237.99K |
 | HWM | 2K | $460.75K |
 | ULTA | 2K | $1.27M |
 | EXPD | 2K | $274.85K |
 | COST | 2K | $1.89M |
 | INTU | 2K | $1.36M |
 | CAH | 2K | $240.62K |
 | IDXX | 1K | $948.75K |
 | MPWR | 1K | $1.30M |
 | NOW | 1K | $1.29M |
 | LOPE | 1K | $281.64K |
 | BLK | 1K | $1.42M |
FirstService Corporation
FSV
Shares Held
3K
Value
$590.77K
VeriSign, Inc.
VRSN
Shares Held
3K
Value
$859.12K
Ameren Corporation
AEE
Shares Held
3K
Value
$313.87K
Netflix, Inc.
NFLX
Shares Held
3K
Value
$3.30M
Lockheed Martin Corporation
LMT
Shares Held
3K
Value
$1.36M
Darden Restaurants, Inc.
DRI
Shares Held
3K
Value
$513.97K
Linde plc
LIN
Shares Held
3K
Value
$1.25M
Mastercard Incorporated
MA
Shares Held
2K
Value
$1.38M
Jackson Financial Inc.
JXN
Shares Held
2K
Value
$237.99K
Howmet Aerospace Inc.
HWM
Shares Held
2K
Value
$460.75K
Ulta Beauty, Inc.
ULTA
Shares Held
2K
Value
$1.27M
Expeditors International of Washington, Inc.
EXPD
Shares Held
2K
Value
$274.85K
Costco Wholesale Corporation
COST
Shares Held
2K
Value
$1.89M
Intuit Inc.
INTU
Shares Held
2K
Value
$1.36M
Cardinal Health, Inc.
CAH
Shares Held
2K
Value
$240.62K
IDEXX Laboratories, Inc.
IDXX
Shares Held
1K
Value
$948.75K
Monolithic Power Systems, Inc.
MPWR
Shares Held
1K
Value
$1.30M
ServiceNow, Inc.
NOW
Shares Held
1K
Value
$1.29M
Grand Canyon Education, Inc.
LOPE
Shares Held
1K
Value
$281.64K
BlackRock, Inc.
BLK
Shares Held
1K
Value
$1.42M