Jeremy Grantham's NXE Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 7.77 M shares of NexGen Energy Ltd. (NXE) worth $71.55 M, representing 0.18% of the portfolio. First purchased in 2023-Q4, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in NXE, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 8.73 M shares. Largest reduction occurred in Q4 2024, reducing 3.19 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's NexGen Energy (NXE) Holding Value Over Time
Track share changes against reported price movement
Quarterly NexGen Energy (NXE) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1.04 M | Reduce 11.85% | 7.77 M | $9.21 |
| Q3 2025 | -409,400 | Reduce 4.44% | 8.81 M | $8.96 |
| Q2 2025 | +1.41 M | Add 18.01% | 9.22 M | $6.93 |
| Q1 2025 | +1.22 M | Add 18.45% | 7.81 M | $4.48 |
| Q4 2024 | -3.19 M | Reduce 32.58% | 6.6 M | $6.59 |
| Q3 2024 | -2.44 M | Reduce 19.96% | 9.78 M | $6.53 |
| Q2 2024 | +8.73 M | Add 249.83% | 12.22 M | $6.97 |
| Q1 2024 | +1.37 M | Add 64.22% | 3.49 M | $7.78 |
| Q4 2023 | +2.13 M | New Buy | 2.13 M | $7.03 |
Jeremy Grantham's NexGen Energy Investment FAQs
Jeremy Grantham first purchased NexGen Energy Ltd. (NXE) in Q4 2023, acquiring 2,127,500 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 NexGen Energy Ltd. (NXE) for 9 quarters since Q4 2023.
Jeremy Grantham's largest addition to NexGen Energy Ltd. (NXE) was in Q2 2024, adding 12,222,533 shares worth $85.21 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 7,765,886 shares of NexGen Energy Ltd. (NXE), valued at approximately $71.55 M.
As of the Q4 2025 filing, NexGen Energy Ltd. (NXE) represents approximately 0.18% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in NexGen Energy Ltd. (NXE) was 12,222,533 shares, as reported at the end of Q2 2024.