Tracking Jeremy Grantham’s GMO Capital Portfolio – Q2 2026 Update (MUTF:GBMFX)

· seekingalpha.com

GMO’s 13F portfolio jumps to ~$44B. See top holdings, key buys/sells, and rebalancing across tech, healthcare & financials—read the update now.

This article is part of a series that provides an ongoing analysis of the changes made to GMO's 13F stock portfolio on a quarterly basis. It is based on GMO's r...


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