Jeremy Grantham's FSLR Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 134,967 shares of First Solar, Inc. (FSLR) worth $35.26 M, representing 0.09% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in FSLR, demonstrating sustained confidence in this investment. 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -139,931 | Reduce 50.90% | 134,967 | $261.23 |
| Q3 2025 | -119,569 | Reduce 30.31% | 274,898 | $220.53 |
| Q2 2025 | +35,960 | Add 10.03% | 394,467 | $165.54 |
| Q1 2025 | +90,991 | Add 34.01% | 358,507 | $126.43 |
| Q4 2024 | -2,276 | Reduce 0.84% | 267,516 | $176.24 |
| Q3 2024 | -10,983 | Reduce 3.91% | 269,792 | $249.44 |
| Q2 2024 | -114,331 | Reduce 28.94% | 280,775 | $225.46 |
| Q1 2024 | +98,177 | Add 33.06% | 395,106 | $168.80 |
| Q4 2023 | +136,013 | Add 84.52% | 296,929 | $172.28 |
| Q3 2023 | +63,639 | Add 65.42% | 160,916 | $161.59 |
| Q2 2023 | +97,277 | New Buy | 97,277 | $190.09 |
| Q4 2022 | -101,400 | Sold Out | 0 | $0.00 |
| Q3 2022 | -86,900 | Reduce 46.15% | 101,400 | $132.27 |
| Q2 2022 | +61,370 | Add 48.35% | 188,300 | $68.13 |
| Q1 2022 | +126,930 | New Buy | 126,930 | $83.74 |
| Q3 2021 | -48,780 | Sold Out | 0 | $0.00 |
| Q2 2021 | -64,099 | Reduce 56.79% | 48,780 | $90.51 |
| Q1 2021 | -28,696 | Reduce 20.27% | 112,879 | $87.30 |
| Q4 2020 | -20,990 | Reduce 12.91% | 141,575 | $98.92 |
| Q3 2020 | -40,694 | Reduce 20.02% | 162,565 | $66.20 |
| Q2 2020 | +23,359 | Add 12.98% | 203,259 | $49.50 |
| Q1 2020 | +48,300 | Add 36.70% | 179,900 | $36.06 |
| Q4 2019 | +22,900 | Add 21.07% | 131,600 | $55.96 |
| Q3 2019 | -78,300 | Reduce 41.87% | 108,700 | $58.01 |
| Q2 2019 | -147,700 | Reduce 44.13% | 187,000 | $65.68 |
| Q1 2019 | -10,000 | Reduce 2.90% | 334,700 | $52.84 |
| Q4 2018 | +166,500 | Add 93.43% | 344,700 | $42.45 |
| Q3 2018 | +16,900 | Add 10.48% | 178,200 | $48.42 |
| Q2 2018 | +63,000 | Add 64.09% | 161,300 | $52.66 |
| Q1 2018 | +37,700 | Add 62.21% | 98,300 | $70.98 |
| Q4 2017 | +9,200 | Add 17.90% | 60,600 | $67.52 |
| Q3 2017 | +11,900 | Add 30.13% | 51,400 | $45.88 |
| Q2 2017 | +6,700 | Add 20.43% | 39,500 | $39.87 |
| Q1 2017 | +1,100 | Add 3.47% | 32,800 | $27.10 |
| Q4 2016 | +31,700 | New Buy | 31,700 | $32.08 |
| Q1 2014 | -8,392 | Sold Out | 0 | $0.00 |
| Q4 2013 | -7,306 | Reduce 46.54% | 8,392 | $54.69 |
| Q3 2013 | -179 | Reduce 1.13% | 15,698 | $40.20 |
| Q2 2013 | +15,877 | Add 0.00% | 15,877 | $44.72 |
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 39 quarters since Q2 2013.
Jeremy Grantham's largest addition to First Solar, Inc. (FSLR) was in Q4 2018, adding 344,700 shares worth $14.63 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 134,967 shares of First Solar, Inc. (FSLR), valued at approximately $35.26 M.
As of the Q4 2025 filing, First Solar, Inc. (FSLR) represents approximately 0.09% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in First Solar, Inc. (FSLR) was 395,106 shares, as reported at the end of Q1 2024.