Jeremy Grantham's GOOGL Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 7.01 M shares of Alphabet Inc. (GOOGL) worth $1.71 B, representing 4.81% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in GOOGL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 1.75 M shares. Largest reduction occurred in Q2 2017, reducing 2.15 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Alphabet (GOOGL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alphabet (GOOGL) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2015 | +12.78 M | New Buy | 12.78 M | $38.90 |
| Q1 2016 | -1.68 M | Reduce 13.15% | 11.1 M | $38.15 |
| Q2 2016 | +765,860 | Add 6.90% | 11.86 M | $35.18 |
| Q3 2016 | +775,800 | Add 6.54% | 12.64 M | $40.20 |
| Q4 2016 | -1.49 M | Reduce 11.78% | 11.15 M | $39.62 |
| Q1 2017 | -678,420 | Reduce 6.08% | 10.47 M | $42.39 |
| Q2 2017 | -2.15 M | Reduce 20.52% | 8.32 M | $46.48 |
| Q3 2017 | -271,420 | Reduce 3.26% | 8.05 M | $48.69 |
| Q4 2017 | -1.05 M | Reduce 12.98% | 7.01 M | $52.67 |
| Q1 2018 | -924,060 | Reduce 13.19% | 6.08 M | $51.86 |
| Q2 2018 | -999,920 | Reduce 16.44% | 5.08 M | $56.46 |
| Q3 2018 | -547,440 | Reduce 10.77% | 4.53 M | $60.35 |
| Q4 2018 | +15,320 | Add 0.34% | 4.55 M | $52.25 |
| Q1 2019 | -348,140 | Reduce 7.65% | 4.2 M | $58.84 |
| Q2 2019 | -208,240 | Reduce 4.96% | 3.99 M | $54.14 |
| Q3 2019 | +182,000 | Add 4.56% | 4.18 M | $61.06 |
| Q4 2019 | +17,200 | Add 0.41% | 4.19 M | $66.97 |
| Q1 2020 | -175,920 | Reduce 4.20% | 4.02 M | $58.10 |
| Q2 2020 | +37,880 | Add 0.94% | 4.05 M | $70.90 |
| Q3 2020 | -886,760 | Reduce 21.87% | 3.17 M | $73.28 |
| Q4 2020 | +298,040 | Add 9.41% | 3.47 M | $87.63 |
| Q1 2021 | +37,420 | Add 1.08% | 3.5 M | $103.13 |
| Q2 2021 | -145,420 | Reduce 4.15% | 3.36 M | $122.09 |
| Q3 2021 | +362,620 | Add 10.80% | 3.72 M | $133.68 |
| Q4 2021 | -109,060 | Reduce 2.93% | 3.61 M | $144.85 |
| Q1 2022 | +162,620 | Add 4.50% | 3.77 M | $139.07 |
| Q2 2022 | -128,860 | Reduce 3.41% | 3.64 M | $108.96 |
| Q3 2022 | -76,267 | Reduce 2.09% | 3.57 M | $95.65 |
| Q4 2022 | +213,077 | Add 5.97% | 3.78 M | $88.23 |
| Q1 2023 | +776,837 | Add 20.54% | 4.56 M | $103.73 |
| Q2 2023 | -25,358 | Reduce 0.56% | 4.53 M | $119.70 |
| Q3 2023 | -30,080 | Reduce 0.66% | 4.5 M | $130.86 |
| Q4 2023 | +556,625 | Add 12.36% | 5.06 M | $139.69 |
| Q1 2024 | +1.75 M | Add 34.66% | 6.81 M | $150.93 |
| Q2 2024 | +124,392 | Add 1.83% | 6.94 M | $182.15 |
| Q3 2024 | +391,137 | Add 5.64% | 7.33 M | $165.85 |
| Q4 2024 | +52,896 | Add 0.72% | 7.38 M | $189.30 |
| Q1 2025 | +452,043 | Add 6.12% | 7.83 M | $154.64 |
| Q2 2025 | +19,435 | Add 0.25% | 7.85 M | $176.23 |
| Q3 2025 | -839,267 | Reduce 10.69% | 7.01 M | $243.10 |
Jeremy Grantham's Alphabet Investment FAQs
Jeremy Grantham first purchased Alphabet Inc. (GOOGL) in Q4 2015, acquiring 12,777,280 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 Alphabet Inc. (GOOGL) for 40 quarters since Q4 2015.
Jeremy Grantham's largest addition to Alphabet Inc. (GOOGL) was in Q4 2015, adding 12,777,280 shares worth $497.04 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 7,014,129 shares of Alphabet Inc. (GOOGL), valued at approximately $1.71 B.
As of the Q3 2025 filing, Alphabet Inc. (GOOGL) represents approximately 4.81% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Alphabet Inc. (GOOGL) was 12,777,280 shares, as reported at the end of Q4 2015.