EdgeMarket › What J. Goldman & Co Lp reported owning

What J. Goldman & Co Lp reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

3.4B

Positions

642

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
CARR
CARRIER GLOBAL Corp
44.9M1.3%796.7K60.37-9.7%
SHOO
STEVEN MADDEN, LTD.
43.7M1.3%1.3M46.08+73.2%
CTRI
Centuri Holdings, Inc.
40.4M1.2%1.4M21.36+7.2%
GNRC
GENERAC HOLDINGS INC.
36.6M1.1%187.6K205.98+8.6%
ANDG
Andersen Group Inc.
32.6M0.9%1.2M50.16
AMZN
AMAZON COM INC
31.6M0.9%151.5K258.63+15.6%
COGT
Cogent Biosciences, Inc.
30.0M0.9%779.6K36.73+209.6%
ABT
ABBOTT LABORATORIES
29.7M0.9%289.2K116.64-11.9%
TSCO
TRACTOR SUPPLY CO /DE/
29.4M0.9%649.0K34.98-42.7%
ZBRA
ZEBRA TECHNOLOGIES CORP
28.8M0.8%137.9K368.51+20.9%
XLF
State Street Financial Select Sector SPDR ETF
27.7M0.8%561.9K57.48+8.7%
CR
Crane Co
26.4M0.8%154.5K208.41+9.7%
GXO
GXO Logistics, Inc.
24.2M0.7%466.0K45.72-12.6%
HLT
Hilton Worldwide Holdings Inc.
24.0M0.7%78.9K326.63+21.0%
AEO
AMERICAN EAGLE OUTFITTERS INC
23.2M0.7%1.4M16.17+31.4%
TMUS
T-Mobile US, Inc.
23.0M0.7%109.4K183.04-29.3%
RHLD
Resolute Holdings Management, Inc.
22.8M0.7%140.7K127.63+123.4%
WRBY
Warby Parker Inc.
22.8M0.7%1.1M27.44+3.3%
VSXY
Victoria's Secret & Co.
22.5M0.7%485.3K85.39+288.0%
XLK
State Street Technology Select Sector SPDR ETF
22.1M0.6%166.2K183.31+41.1%
ALSN
Allison Transmission Holdings Inc
21.3M0.6%182.3K133.23+52.6%
GLNG
GOLAR LNG LTD
20.1M0.6%372.1K52.00+24.8%
AXON
AXON ENTERPRISE, INC.
20.0M0.6%47.1K627.75-17.5%
SARO
StandardAero, Inc.
19.9M0.6%770.0K25.06-5.9%
WU
Western Union CO
19.7M0.6%2.3M7.30-12.0%
LLY
ELI LILLY & Co
19.5M0.6%21.2K1,255.40+78.0%
XLP
State Street Consumer Staples Select Sector SP
19.3M0.6%235.5K85.99+3.3%
OUT
OUTFRONT Media Inc.
19.2M0.6%725.3K29.83+57.0%
EXPD
EXPEDITORS INTERNATIONAL OF WASHINGTON INC
18.9M0.5%132.1K187.81+57.4%
AVGO
Broadcom Inc.
18.7M0.5%60.6K368.45+26.5%
ARDX
ARDELYX, INC.
18.0M0.5%3.0M3.89-35.1%
GM
General Motors Co
17.8M0.5%238.4K87.93+54.9%
SNDA
SONIDA SENIOR LIVING, INC.
17.8M0.5%550.7K39.56+54.4%
REG
REGENCY CENTERS CORP
17.7M0.5%234.5K76.06+6.0%
IONS
IONIS PHARMACEUTICALS INC
17.7M0.5%235.3K59.74+39.5%
NPK
NATIONAL PRESTO INDUSTRIES INC
17.5M0.5%127.6K149.95+44.6%
ROKU
ROKU, INC
17.4M0.5%183.9K157.49+78.0%
TSN
TYSON FOODS, INC.
17.2M0.5%268.7K58.48+3.4%
URGN
UroGen Pharma Ltd.
16.9M0.5%938.9K46.86+142.7%
IEX
IDEX CORP /DE/
16.6M0.5%87.8K234.39+42.5%
CAPR
CAPRICOR THERAPEUTICS, INC.
16.5M0.5%541.5K6.29-12.3%
URBN
URBAN OUTFITTERS INC
16.2M0.5%255.2K74.24+1.2%
GLPI
Gaming & Leisure Properties, Inc.
16.1M0.5%362.8K43.55-8.3%
SPOT
Spotify Technology S.A.
15.8M0.5%32.5K533.72-24.2%
ECHO
EchoStar CORP
14.6M0.4%124.9K86.81+214.0%
REZI
RESIDEO TECHNOLOGIES, INC.
14.5M0.4%431.5K20.27-36.8%
FPS
Forgent Power Solutions, Inc.
14.4M0.4%493.5K33.18
META
Meta Platforms, Inc.
14.4M0.4%25.2K549.90-26.5%
PCAP
ProCap Acquisition Corp
14.4M0.4%1.4M10.36+1.6%
CROX
Crocs, Inc.
14.2M0.4%171.2K122.11+45.9%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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