# GMO Resource Transition Fund

GMO Resource Transition Fund is a registered fund series of GMO TRUST (series S000079719). Net assets $193.6M as of 2026-05-31.

## Profile

- Series ID: S000079719
- Registrant: GMO TRUST
- LEI: 549300SYW9BAVHVUNH19
- Net assets: $193.6M
- Total assets: $194.1M
- As of: 2026-05-31

## Advisers

- [Grantham, Mayo, Van Otterloo & Co. LLC (Advisor)](https://search.stillhousedata.com/firm/106220)

## Top holdings (68 reported)

_Showing 15 of 68 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Darling Ingredients Inc](https://search.stillhousedata.com/security/237266101) | — | $12.1M | 625.78% |
| [Albemarle Corp](https://search.stillhousedata.com/security/012653101) | — | $10.7M | 553.12% |
| [Sociedad Quimica y Minera de Chile SA](https://search.stillhousedata.com/security/833635105) | — | $9.3M | 479.45% |
| [Sunrun Inc](https://search.stillhousedata.com/security/86771W105) | — | $8.6M | 443.22% |
| Bradespar SA | — | $8.0M | 414.28% |
| [SolarEdge Technologies Inc](https://search.stillhousedata.com/security/83417M104) | — | $7.2M | 373.07% |
| [Array Technologies Inc](https://search.stillhousedata.com/security/04271T100) | — | $7.1M | 364.19% |
| Anglo American PLC | — | $6.9M | 356.59% |
| Glencore PLC | — | $6.7M | 345.57% |
| Neste Oyj | — | $6.3M | 323.64% |
| [NexGen Energy Ltd](https://search.stillhousedata.com/security/65340P106) | — | $6.0M | 309.96% |
| [First Quantum Minerals Ltd](https://search.stillhousedata.com/security/335934105) | — | $5.6M | 289.22% |
| [GMO US Treasury Fund](https://search.stillhousedata.com/security/362013369) | — | $5.3M | 273.22% |
| [Capstone Copper Corp](https://search.stillhousedata.com/security/14071L108) | — | $5.3M | 271.22% |
| Klabin SA | — | $4.8M | 247.32% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-05-31 | $193.6M |
| 2026-02-28 | $180.5M |
| 2025-11-30 | $144.0M |
| 2025-08-31 | $125.2M |
| 2025-05-31 | $97.2M |
| 2025-02-28 | $96.2M |
| 2024-11-30 | $114.9M |
| 2024-08-31 | $120.7M |

## More

- [Registrant: GMO TRUST](https://search.stillhousedata.com/registrant/772129)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000079719.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.