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Jeremy Grantham’s ASX Holdings & Trades

First Buy
Q2 2022
Duration Held
13 Quarters
Largest Add
Q4 2023
+1.42 M Shares
Current Position
7,800 Shares
$351,936 Value

Jeremy Grantham's ASX Position Overview

Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 7,800 shares of ASE Technology Holding Co., Ltd. (ASX) worth $351,936, representing 0.00% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 13 quarters.

Based on 13F filings, Jeremy Grantham has maintained a strategic position in ASX, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 1.42 M shares. Largest reduction occurred in Q2 2024, reducing 1.08 M shares.

Analysis based on 13F filings available since 2013 Q2

Jeremy Grantham's ASE Technology Holding Co (ASX) Holding Value Over Time

Track share changes against reported price movement

Quarterly ASE Technology Holding Co (ASX) Trades by Jeremy Grantham

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2026 +7,800 New Buy 7,800 $45.12
Q1 2025 -49,092 Sold Out 0 $0.00
Q4 2024 -958,053 Reduce 95.13% 49,092 $10.07
Q3 2024 -623,298 Reduce 38.23% 1.01 M $9.76
Q2 2024 -1.08 M Reduce 39.89% 1.63 M $11.42
Q1 2024 +94,649 Add 3.62% 2.71 M $10.99
Q4 2023 +1.42 M Add 119.29% 2.62 M $9.41
Q3 2023 -579,650 Reduce 32.69% 1.19 M $7.52
Q2 2023 +218,313 Add 14.04% 1.77 M $7.79
Q1 2023 +915,900 Add 143.29% 1.56 M $7.97
Q4 2022 +457,400 Add 251.60% 639,200 $6.27
Q3 2022 +157,000 Add 633.06% 181,800 $4.99
Q2 2022 +24,800 New Buy 24,800 $5.16

Jeremy Grantham's ASE Technology Holding Co Investment FAQs

Jeremy Grantham first purchased ASE Technology Holding Co., Ltd. (ASX) in Q2 2022, acquiring 24,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeremy Grantham has held ASE Technology Holding Co., Ltd. (ASX) for 13 quarters since Q2 2022.

Jeremy Grantham's largest addition to ASE Technology Holding Co., Ltd. (ASX) was in Q4 2023, adding 2,617,756 shares worth $24.63 M.

According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 7,800 shares of ASE Technology Holding Co., Ltd. (ASX), valued at approximately $351,936.

As of the Q2 2026 filing, ASE Technology Holding Co., Ltd. (ASX) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.

Jeremy Grantham's peak holding in ASE Technology Holding Co., Ltd. (ASX) was 2,712,405 shares, as reported at the end of Q1 2024.