Stock Taper

GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Costco Wholesale CorporationCOST232$217.03K
Graham Holdings CompanyGHC351$400.64K
Parker-Hannifin CorporationPH517$505.69K
Waters CorporationWAT541$202.9K
Preformed Line Products CompanyPLPC610$250.44K
Comfort Systems USA, Inc.FIX743$1.47M
MasTec, Inc.MTZ847$352.4K
AbbVie Inc.ABBV885$222.7K
CrowdStrike Holdings, Inc.CRWD952$726.51K
J.B. Hunt Transport Services, Inc.JBHT1.02K$295.22K
Tesla, Inc.TSLA1.03K$432.38K
Monolithic Power Systems, Inc.MPWR1.07K$1.48M
Lowe's Companies, Inc.LOW1.07K$236.81K
Molina Healthcare, Inc.MOH1.07K$245.85K
Datadog, Inc.DDOG1.1K$286.14K
Arrow Electronics, Inc.ARW1.14K$243.93K
Simon Property Group, Inc.SPG1.22K$273.52K
Seneca Foods CorporationSENEA1.26K$218.82K
McDonald's CorporationMCD1.26K$340.59K
Credicorp Ltd.BAP1.33K$516.97K