Jeremy Grantham's LOGI Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 182,079 shares of Logitech International S.A. (LOGI) worth $18.74 M, representing 0.05% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in LOGI, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2017, adding 668,500 shares. Largest reduction occurred in Q1 2018, reducing 548,245 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Logitech International (LOGI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Logitech International (LOGI) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +13,338 | Add 7.90% | 182,079 | $102.91 |
| Q3 2025 | -58,532 | Reduce 25.75% | 168,741 | $109.07 |
| Q2 2025 | -260,749 | Reduce 53.43% | 227,273 | $89.75 |
| Q1 2025 | +4,313 | Add 0.89% | 488,022 | $83.57 |
| Q4 2024 | -215,719 | Reduce 30.84% | 483,709 | $82.79 |
| Q3 2024 | -70,194 | Reduce 9.12% | 699,428 | $89.59 |
| Q2 2024 | +181,394 | Add 30.84% | 769,622 | $96.75 |
| Q1 2024 | +330,257 | Add 128.02% | 588,228 | $89.62 |
| Q4 2023 | -393,580 | Reduce 60.41% | 257,971 | $94.87 |
| Q3 2023 | -118,229 | Reduce 15.36% | 651,551 | $69.17 |
| Q2 2023 | +57,634 | Add 8.09% | 769,780 | $59.50 |
| Q1 2023 | +1,098 | Add 0.15% | 712,146 | $58.12 |
| Q4 2022 | +100,951 | Add 16.55% | 711,048 | $61.72 |
| Q3 2022 | +164,835 | Add 37.02% | 610,097 | $46.62 |
| Q2 2022 | +200,162 | Add 81.67% | 445,262 | $52.09 |
| Q1 2022 | +86,038 | Add 54.09% | 245,100 | $75.20 |
| Q4 2021 | +159,062 | New Buy | 159,062 | $84.38 |
| Q3 2021 | -8,264 | Sold Out | 0 | $0.00 |
| Q2 2021 | -25,008 | Reduce 75.16% | 8,264 | $121.25 |
| Q1 2021 | +833 | Add 2.57% | 33,272 | $105.34 |
| Q4 2020 | +32,439 | New Buy | 32,439 | $97.20 |
| Q3 2019 | -105,508 | Sold Out | 0 | $0.00 |
| Q2 2019 | -416,032 | Reduce 79.77% | 105,508 | $40.01 |
| Q1 2019 | -1,117 | Reduce 0.21% | 521,540 | $39.20 |
| Q4 2018 | +24,668 | Add 4.95% | 522,657 | $31.36 |
| Q3 2018 | -22,772 | Reduce 4.37% | 497,989 | $44.90 |
| Q2 2018 | -433,905 | Reduce 45.45% | 520,761 | $43.98 |
| Q1 2018 | -548,245 | Reduce 36.48% | 954,666 | $36.51 |
| Q4 2017 | -295,937 | Reduce 16.45% | 1.5 M | $33.76 |
| Q3 2017 | +479,755 | Add 36.37% | 1.8 M | $36.49 |
| Q2 2017 | +668,500 | Add 102.75% | 1.32 M | $36.81 |
| Q1 2017 | +141,133 | Add 27.70% | 650,593 | $31.82 |
| Q4 2016 | -38,258 | Reduce 6.98% | 509,460 | $24.99 |
| Q3 2016 | +547,718 | New Buy | 547,718 | $22.49 |
Jeremy Grantham's Logitech International Investment FAQs
Jeremy Grantham first purchased Logitech International S.A. (LOGI) in Q3 2016, acquiring 547,718 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 Logitech International S.A. (LOGI) for 34 quarters since Q3 2016.
Jeremy Grantham's largest addition to Logitech International S.A. (LOGI) was in Q2 2017, adding 1,319,093 shares worth $48.55 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 182,079 shares of Logitech International S.A. (LOGI), valued at approximately $18.74 M.
As of the Q4 2025 filing, Logitech International S.A. (LOGI) represents approximately 0.05% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Logitech International S.A. (LOGI) was 1,798,848 shares, as reported at the end of Q3 2017.