Oracle Corp sees significant reduction in Jeremy Grantham’s portfolio

Oracle Corp sees significant reduction in Jeremy Grantham’s portfolio

By GuruFocus News
Publication Date: 2025-11-13 15:01:00

This article first appeared on GuruFocus.

Jeremy Grantham (Commercial, Portfolio) recently filed its 13F filing for the third quarter of 2025 and provided insights into its investment activities during this period. Jeremy Grantham (Commercial, Portfolio) is chairman of Grantham Mayo van Otterloo (GMO) LLC, a Boston-based asset management firm. He is considered a highly knowledgeable investor in various stock, bond and commodity markets. Grantham launched one of the world’s first index funds in the early 1970s. Over his long career, Grantham has built a strong reputation as an investor by correctly identifying speculative market bubbles as they arise and protecting clients’ assets from imminent crashes. Grantham avoided investing in Japanese stocks and real estate in the late 1980s, as well as technology stocks during the Internet bubble in the late 1990s. Grantham also began warning about the overvaluation of stock and credit markets in 2006,…