SusanneB/E+ via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to GMO's 13F stock portfolio on a quarterly basis. It is based on GMO's regulatory 13F Form filed on 05/14/2026. Jeremy Grantham's 13F portfolio value remained steady at ~$39B this quarter. The portfolio is diversified with recent 13F reports showing well over 500 different positions...
SusanneB/E+ via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to GMO's 13F stock portfolio on a quarterly basis. It is based on GMO's regulatory 13F Form filed on 05/14/2026. Jeremy Grantham's 13F portfolio value remained steady at ~$39B this quarter. The portfolio is diversified with recent 13F reports showing well over 500 different positions, although most of them are very small. There are 29 securities that are significantly large (more than 0.5% of the portfolio each), and they are the focus of this article. The largest five stakes are Microsoft Corporation, Alphabet, Johnson & Johnson, Apple, and Meta Platforms. They add up to ~25% of the portfolio. Please visit our Tracking Jeremy Grantham's GMO Portfolio series to get an idea of their investment philosophy and our last report for the fund's moves during Q4 2025. The firm currently has ~$80B under management, a far cry from the ~$120B that they had at the peak. The assets are distributed among separately managed, institutional, mutual fund, and ETF. Their flagships are the GMO Benchmark-Free Allocation Fund ( GBMFX ), which was incepted in 2003, and the GMO Quality ETFs ( QLTY ) ( QLTI ). They also offer a few other equity ETFs ( BCHI ), ( GMOI ), ( GMOV ). Note 1: It was reported in December 2020 that Jeremy Grantham has a ~4.8M share stake in QuantumScape ( QS ). The ~$12.5M investment was made around 2012 as part of a series of bets on early-stage "green technology" companies. Note 2: Jeremy Grantham has repeatedly said the US stock market has been in a bubble since June 2020. Stake Increases: Microsoft Corporation ( MSFT ) : MSFT is currently the top position in the portfolio at 5.85%. It is a very long-term stake. The 2007-2008 period saw the stake built from ~5.6M shares to over 59M shares at prices between $19 and $35. The position size peaked in 2011 at ~68M shares. The next four years saw the stake sold down by ~80% at prices between $28 and $56. ...
格隆汇6月3日｜Anthropic与OpenAI争夺人工智能(AI)市场主导权之际，市场研究机构Sensor Tower预估，后者的ChatGPT全球月活跃用户(MAU)已突破10亿人，成为史上最快达成此里程碑的应用程序。ChatGPT推出以来约三年时间达成10亿月活跃用户规模，超越 Google Maps、TikTok、Instagram与YouTube等知名应用程序过去的成长速度。数据显示，第...
格隆汇6月3日｜Anthropic与OpenAI争夺人工智能(AI)市场主导权之际，市场研究机构Sensor Tower预估，后者的ChatGPT全球月活跃用户(MAU)已突破10亿人，成为史上最快达成此里程碑的应用程序。ChatGPT推出以来约三年时间达成10亿月活跃用户规模，超越 Google Maps、TikTok、Instagram与YouTube等知名应用程序过去的成长速度。数据显示，第二季度截至目前为止，Claude全球月活跃用户(MAU)达5600万人年增率约达640%，明显高于ChatGPT同期62%的增速。
Despite repeated directives to ease the burden on local officials and curb formalism, many of China’s cadres still find themselves trapped in a frustrating cycle of working harder yet achieving fewer tangible results, according to state-linked media. Banyuetan, an influential biweekly magazine affiliated with state news agency Xinhua, outlined five symptoms of this “busier-but-emptier” phenomenon ...
Despite repeated directives to ease the burden on local officials and curb formalism, many of China’s cadres still find themselves trapped in a frustrating cycle of working harder yet achieving fewer tangible results, according to state-linked media. Banyuetan, an influential biweekly magazine affiliated with state news agency Xinhua, outlined five symptoms of this “busier-but-emptier” phenomenon in a report published on its website on Tuesday. Beijing has long called for easing the burden of...
A woman in China with no formal training in the arts has used 60kg of chocolate to make a 3D miniature copy of the famous painting Along the River During the Qingming Festival. A video showing the chocolate version of ancient Bianjing city released by the blogger, who uses the alias Fan Sumu, in late May has garnered about one million likes, Jimu News reported. The masterpiece was painted by Zhang...
A woman in China with no formal training in the arts has used 60kg of chocolate to make a 3D miniature copy of the famous painting Along the River During the Qingming Festival. A video showing the chocolate version of ancient Bianjing city released by the blogger, who uses the alias Fan Sumu, in late May has garnered about one million likes, Jimu News reported. The masterpiece was painted by Zhang Zeduan of Northern Song dynasty (960-1127), is among the best known artworks in Chinese...
Expanded Cloud-Scale Interop Lab and growing engineering presence to strengthen AI system integration with leading AI platform providers and Taiwan system manufacturersTAIPEI, Taiwan, June 03, 2026 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced a significant expansion of its Taiwan opera...
Expanded Cloud-Scale Interop Lab and growing engineering presence to strengthen AI system integration with leading AI platform providers and Taiwan system manufacturersTAIPEI, Taiwan, June 03, 2026 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced a significant expansion of its Taiwan operations and Cloud-Scale Interop Lab, deepening the company’s engineering, operational footprint, and s
Hong Kong social welfare authorities are expected to take over the care of an undocumented baby for at least a year and may arrange foster care after his parents were arrested over suspected child neglect, a lawmaker has revealed. Legislator Reverend Peter Koon Ho-ming told the South China Morning Post that the Social Welfare Department would later consider placing two-month-old Danny in foster ca...
Hong Kong social welfare authorities are expected to take over the care of an undocumented baby for at least a year and may arrange foster care after his parents were arrested over suspected child neglect, a lawmaker has revealed. Legislator Reverend Peter Koon Ho-ming told the South China Morning Post that the Social Welfare Department would later consider placing two-month-old Danny in foster care until his parents were deemed fit to regain custody. Koon disclosed the plan after the department...
President Donald Trump has spent months projecting confidence that a deal to end the Iran conflict is within reach, but Israel's determination to press ahead with its own objectives underscores his tenuous control over the outcome of the crisis. Bloomberg's Michael Heath has the latest. (Source: Bloomberg)
President Donald Trump has spent months projecting confidence that a deal to end the Iran conflict is within reach, but Israel's determination to press ahead with its own objectives underscores his tenuous control over the outcome of the crisis. Bloomberg's Michael Heath has the latest. (Source: Bloomberg)
Some scepticism had surrounded Australian’s record Time of 19.67 officially recognised to end to doubts World Athletics has eliminated any doubt over the speed of Gout Gout, ignoring criticisms over the validity of his 19.67sec set during the 200m final at the nationals in April to formally ratify the time as the World Under 20 record. On the windy afternoon in Sydney, Gout improved his personal b...
Some scepticism had surrounded Australian’s record Time of 19.67 officially recognised to end to doubts World Athletics has eliminated any doubt over the speed of Gout Gout, ignoring criticisms over the validity of his 19.67sec set during the 200m final at the nationals in April to formally ratify the time as the World Under 20 record. On the windy afternoon in Sydney, Gout improved his personal best by a third of a second in a breathtaking performance . Continue reading...
High-Dose Vitamin D Lowers Diabetes Risk In Some People Authored by George Citroner via The Epoch Times , A specific variation in the vitamin D receptor gene may determine whether high-dose supplementation lowers diabetes risk in prediabetic people. Illustration by The Epoch Times, Shutterstock Nearly 115 million Americans are on the road to diabetes. New research suggests an inexpensive, widely a...
High-Dose Vitamin D Lowers Diabetes Risk In Some People Authored by George Citroner via The Epoch Times , A specific variation in the vitamin D receptor gene may determine whether high-dose supplementation lowers diabetes risk in prediabetic people. Illustration by The Epoch Times, Shutterstock Nearly 115 million Americans are on the road to diabetes. New research suggests an inexpensive, widely available supplement could slow that journey, but only for some of them. A genetic quirk in roughly 70 percent of prediabetic adults may determine whether high-dose vitamin D can meaningfully lower their risk of developing Type 2 diabetes, according to a study published in JAMA Network Open. The research builds on the D2d trial. More than 2,000 U.S. adults living with prediabetes were randomized to either take 4,000 units of vitamin D or a placebo for up to 3.5 years. Initially, the trial did not find any significant changes across the participants. The recommended daily allowance is 600 to 800 units for average adults. However, when scientists analyzed participants' DNA, a more nuanced picture emerged: those carrying specific variations - known as AC or CC - in a gene called ApaI responded strongly to supplementation. Over the 3.5 years of the study, participants carrying the AC or CC variant had a 19 percent lower chance of developing diabetes. The roughly 30 percent with the AA variation saw no benefit at all. "Diabetes has so many serious complications that develop slowly over years," study lead researcher Bess Dawson-Hughes said in a statement. "If we can delay the time a person spends living with diabetes, we can reduce some of those harmful side effects or lessen their severity." The distinction matters because prediabetes - defined by higher-than-normal blood sugar that hasn't yet crossed into diabetes territory - affects more than two in five U.S. adults, and often progresses silently. Identifying who stands to benefit from vitamin D intervention could allow clinici...