Jeremy Grantham's OLED Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 152,054 shares of Universal Display Corporation (OLED) worth $13.94 M, representing 0.04% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in OLED, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 106,632 shares. Largest reduction occurred in Q4 2025, reducing 114,514 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Universal Display Corporation (OLED) Holding Value Over Time
Track share changes against reported price movement
Quarterly Universal Display Corporation (OLED) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +2,128 | Add 1.42% | 152,054 | $91.66 |
| Q4 2025 | -114,514 | Reduce 43.30% | 149,926 | $116.78 |
| Q3 2025 | +2,471 | Add 0.94% | 264,440 | $143.63 |
| Q2 2025 | -16,304 | Reduce 5.86% | 261,969 | $154.46 |
| Q1 2025 | +106,632 | Add 62.13% | 278,273 | $139.48 |
| Q4 2024 | +83,865 | Add 95.54% | 171,641 | $146.20 |
| Q3 2024 | +8,607 | Add 10.87% | 87,776 | $209.90 |
| Q2 2024 | +16,019 | Add 25.37% | 79,169 | $210.25 |
| Q1 2024 | +28,677 | Add 83.19% | 63,150 | $168.45 |
| Q4 2023 | -1,183 | Reduce 3.32% | 34,473 | $191.26 |
| Q3 2023 | +10,062 | Add 39.31% | 35,656 | $156.99 |
| Q2 2023 | -18,665 | Reduce 42.17% | 25,594 | $144.13 |
| Q1 2023 | -3,741 | Reduce 7.79% | 44,259 | $155.13 |
| Q4 2022 | -36,287 | Reduce 43.05% | 48,000 | $108.04 |
| Q3 2022 | +84,287 | New Buy | 84,287 | $94.34 |
Jeremy Grantham's Universal Display Corporation Investment FAQs
Jeremy Grantham first purchased Universal Display Corporation (OLED) in Q3 2022, acquiring 84,287 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 Universal Display Corporation (OLED) for 15 quarters since Q3 2022.
Jeremy Grantham's largest addition to Universal Display Corporation (OLED) was in Q1 2025, adding 278,273 shares worth $38.81 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 152,054 shares of Universal Display Corporation (OLED), valued at approximately $13.94 M.
As of the Q1 2026 filing, Universal Display Corporation (OLED) represents approximately 0.04% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Universal Display Corporation (OLED) was 278,273 shares, as reported at the end of Q1 2025.