Jeremy Grantham's top holdings (August 2025) include Microsoft Corporation (MSFT), a leading technology company known for its extensive software, cloud services, and hardware offerings.

Jeremy Grantham is a co-founder and chief investment strategist of Grantham, Mayo, Van Otterloo & Co. (GMO), an asset management firm. His investment focus is known for identifying long-term market trends and applying a value-oriented approach to asset allocation across various global markets.

Microsoft Corporation (MSFT)

Microsoft Corporation is a global technology leader providing a wide range of software products, services, and devices. Its core businesses include Windows operating systems, Office productivity suite, Azure cloud computing platform, and Xbox gaming consoles, serving a vast international customer base. Microsoft has a market capitalization of $3.82 trillion, with Jeremy Grantham's position in the company currently valued at $2.55 billion. Analysts have set a price target of $530.5 for Microsoft, while its discounted cash flow suggests a value of $344.93.
Here's an overview of Jeremy Grantham's trades in Microsoft Corporation:

Meta Platforms Inc (META)

Meta Platforms operates a suite of social networking and virtual reality products, including Facebook, Instagram, WhatsApp, and Oculus. The company's platforms connect billions of users globally and are key players in digital advertising. The company's market cap stands at $1.79 trillion, with the current value of Jeremy Grantham's holding being $1.6 billion. A discounted cash flow analysis for Meta Platforms indicates a value of $575.84 per share. Meanwhile, analysts have established a price target of $850.0.
Here's an overview of Jeremy Grantham's trades in Meta Platforms Inc:

Oracle Corp. (ORCL)

Oracle Corporation is a prominent provider of enterprise software, cloud applications, and database technology. Its offerings are widely adopted across various industries for managing and processing critical business data and operations. Oracle Corp. has a market capitalization of $688.5 billion. The position is currently valued at $1.54 billion in Jeremy Grantham's portfolio. Its discounted cash flow value is $45.38, and analysts forecast a price target of $192.86.
Here's an overview of Jeremy Grantham's trades in Oracle Corp.:

Alphabet Inc (GOOGL)

Alphabet Inc. is a multinational technology conglomerate primarily focused on internet-related services and products. Its main services include Google Search, YouTube, the Android mobile operating system, and Google Cloud, maintaining a significant global market presence in digital advertising and online services. Alphabet Inc. has a market capitalization of $2.35 trillion. The current value of Jeremy Grantham's position in Alphabet is $1.5 billion. The company has an analyst price target of $182.5, and its discounted cash flow suggests a valuation of $262.65.
Here's an overview of Jeremy Grantham's trades in Alphabet Inc:

Apple Inc (AAPL)

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. The company also sells related services and is known for its iconic consumer electronics and software ecosystem. Apple Inc. holds a market capitalization of $3.19 trillion. Jeremy Grantham's holding in Apple is currently worth $1.39 billion. Analysts have set a price target of $215.75 for the company, with a discounted cash flow suggesting a value of $164.5.
Here's an overview of Jeremy Grantham's trades in Apple Inc: