Jeremy Grantham acquired 3.61M Amazon.com shares worth $850M. That's 2.45% of their equity portfolio (14th largest holding). The first Amazon.com trade was made in Q1 2013. Since then Jeremy Grantham bought shares twenty more times and sold shares on 21 occasions. The stake costed the investor $450M, netting the investor a gain of 89% so far.
The escalating geopolitical tensions between Xi Jinping¡¯ s China and Taiwan pose a "common risk" to the Magnificent Seven tech giants, according to Jeremy Gr...