Jeremy Grantham's FSLR Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 274,898 shares of First Solar, Inc. (FSLR) worth $60.62 M, representing 0.17% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in FSLR, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 166,500 shares. Largest reduction occurred in Q2 2019, reducing 147,700 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's First Solar (FSLR) Holding Value Over Time
Track share changes against reported price movement
Quarterly First Solar (FSLR) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +15,878 | Add 0.00% | 15,877 | $44.72 |
| Q3 2013 | -179 | Reduce 1.13% | 15,698 | $40.20 |
| Q4 2013 | -7,306 | Reduce 46.54% | 8,392 | $54.69 |
| Q1 2014 | -8,392 | Sold Out | 8,392 | $0.00 |
| Q4 2016 | +31,700 | New Buy | 31,700 | $32.08 |
| Q1 2017 | +1,100 | Add 3.47% | 32,800 | $27.10 |
| Q2 2017 | +6,700 | Add 20.43% | 39,500 | $39.87 |
| Q3 2017 | +11,900 | Add 30.13% | 51,400 | $45.88 |
| Q4 2017 | +9,200 | Add 17.90% | 60,600 | $67.52 |
| Q1 2018 | +37,700 | Add 62.21% | 98,300 | $70.98 |
| Q2 2018 | +63,000 | Add 64.09% | 161,300 | $52.66 |
| Q3 2018 | +16,900 | Add 10.48% | 178,200 | $48.42 |
| Q4 2018 | +166,500 | Add 93.43% | 344,700 | $42.45 |
| Q1 2019 | -10,000 | Reduce 2.90% | 334,700 | $52.84 |
| Q2 2019 | -147,700 | Reduce 44.13% | 187,000 | $65.68 |
| Q3 2019 | -78,300 | Reduce 41.87% | 108,700 | $58.01 |
| Q4 2019 | +22,900 | Add 21.07% | 131,600 | $55.96 |
| Q1 2020 | +48,300 | Add 36.70% | 179,900 | $36.06 |
| Q2 2020 | +23,359 | Add 12.98% | 203,259 | $49.50 |
| Q3 2020 | -40,694 | Reduce 20.02% | 162,565 | $66.20 |
| Q4 2020 | -20,990 | Reduce 12.91% | 141,575 | $98.92 |
| Q1 2021 | -28,696 | Reduce 20.27% | 112,879 | $87.30 |
| Q2 2021 | -64,099 | Reduce 56.79% | 48,780 | $90.51 |
| Q3 2021 | -48,780 | Sold Out | 48,780 | $0.00 |
| Q1 2022 | +126,930 | New Buy | 126,930 | $83.74 |
| Q2 2022 | +61,370 | Add 48.35% | 188,300 | $68.13 |
| Q3 2022 | -86,900 | Reduce 46.15% | 101,400 | $132.27 |
| Q4 2022 | -101,400 | Sold Out | 101,400 | $0.00 |
| Q2 2023 | +97,277 | New Buy | 97,277 | $190.09 |
| Q3 2023 | +63,639 | Add 65.42% | 160,916 | $161.59 |
| Q4 2023 | +136,013 | Add 84.52% | 296,929 | $172.28 |
| Q1 2024 | +98,177 | Add 33.06% | 395,106 | $168.80 |
| Q2 2024 | -114,331 | Reduce 28.94% | 280,775 | $225.46 |
| Q3 2024 | -10,983 | Reduce 3.91% | 269,792 | $249.44 |
| Q4 2024 | -2,276 | Reduce 0.84% | 267,516 | $176.24 |
| Q1 2025 | +90,991 | Add 34.01% | 358,507 | $126.43 |
| Q2 2025 | +35,960 | Add 10.03% | 394,467 | $165.54 |
| Q3 2025 | -119,569 | Reduce 30.31% | 274,898 | $220.53 |
Jeremy Grantham's First Solar Investment FAQs
Jeremy Grantham first purchased First Solar, Inc. (FSLR) in Q2 2013, acquiring 15,877 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 First Solar, Inc. (FSLR) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to First Solar, Inc. (FSLR) was in Q4 2018, adding 344,700 shares worth $14.63 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 274,898 shares of First Solar, Inc. (FSLR), valued at approximately $60.62 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, First Solar, Inc. (FSLR) represents approximately 0.17% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in First Solar, Inc. (FSLR) was 395,106 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.