Tracking Jeremy Grantham’s GMO Capital Portfolio – Q1 2023 Update

Matthew Lloyd

This text is a part of a sequence that gives an ongoing evaluation of the adjustments made to GMO’s 13F inventory portfolio on a quarterly foundation. It’s based mostly on GMO’s regulatory 13F Type filed on 5/12/2023. Jeremy Grantham’s 13FMonitoring Jeremy Grantham’s GMO Portfoliofinal report

Jeremy Grantham - GMO Capital's Q1 2023 13F Report Q/Q Comparison

Jeremy Grantham – GMO Capital’s Q1 2023 13F Report Q/Q Comparability (John Vincent (writer))

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