Funds › J. Goldman & Co LP
J. Goldman & Co LP
13F for Q2 2026, filed Aug 14, 2026. 383 positions worth $3.9B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$3.9B
+$429.7M (12.5%) vs Q1 2026
Positions
383
364 in Q1 2026
Top 10 share
13.8%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SIRI SiriusXM Holdings Inc. | 2.92M | $86.3M | 2.2% | New | 13F ↗ |
| 2 | AZO AutoZone, Inc. | 20,063 | $64.1M | 1.7% | New | 13F ↗ |
| 3 | Select Sector Spdr Tr St Str Stapl Etf | 699,308 | $58.1M | 1.5% | +197% | 13F ↗ |
| 4 | S SentinelOne, Inc. | 3.34M | $56.8M | 1.5% | New | 13F ↗ |
| 5 | WRBY Warby Parker Inc. | 1.73M | $52.3M | 1.4% | +59.5% | 13F ↗ |
| 6 | GO Grocery Outlet Holding Corp. | 4.80M | $47.9M | 1.2% | +194% | 13F ↗ |
| 7 | DXYZ Destiny Tech100 Inc. | 1.70M | $43.7M | 1.1% | New | 13F ↗ |
| 8 | ROKU Roku Inc | 311,109 | $43.0M | 1.1% | +69.1% | 13F ↗ |
| 9 | OLLI Ollie's Bargain Outlet Holdings, Inc. | 539,728 | $41.5M | 1.1% | New | 13F ↗ |
| 10 | ITW Illinois Tool Works Inc. | 150,711 | $40.8M | 1.1% | New | 13F ↗ |
| 11 | MMM 3M Company | 247,395 | $40.1M | 1.0% | New | 13F ↗ |
| 12 | SHOO Steven Madden, Ltd. | 940,727 | $39.6M | 1.0% | -26.9% | 13F ↗ |
| 13 | ZBRA Zebra Technologies Corporation | 144,094 | $37.9M | 1.0% | +4.5% | 13F ↗ |
| 14 | MICC The Magnum Ice Cream Company N.V. | 2.14M | $37.2M | 1.0% | +3462% | 13F ↗ |
| 15 | AMZN Amazon.com, Inc. | 153,817 | $36.7M | 0.9% | +1.5% | 13F ↗ |
| 16 | ECL Ecolab Inc. | 125,405 | $34.9M | 0.9% | New | 13F ↗ |
| 17 | RHLD Resolute Holdings Management | 240,415 | $34.7M | 0.9% | +70.9% | 13F ↗ |
| 18 | FTAI FTAI Aviation Ltd. | 123,726 | $33.5M | 0.9% | +226% | 13F ↗ |
| 19 | TDY Teledyne Technologies Incorporated | 48,395 | $32.3M | 0.8% | New | 13F ↗ |
| 20 | ANDG Andersen Group Inc. | 800,605 | $30.2M | 0.8% | -33.3% | 13F ↗ |
| 21 | BWA BorgWarner Inc. | 414,992 | $27.6M | 0.7% | New | 13F ↗ |
| 22 | iShares Tr Expanded Tech | 303,372 | $27.5M | 0.7% | +170% | 13F ↗ |
| 23 | KRMN Karman Holdings Inc. | 532,525 | $26.6M | 0.7% | New | 13F ↗ |
| 24 | COGT Cogent Biosciences, Inc. | 637,994 | $24.7M | 0.6% | -18.2% | 13F ↗ |
| 25 | ESAB ESAB Corporation | 243,822 | $24.0M | 0.6% | New | 13F ↗ |
| 26 | REG Regency Centers Corporation | 290,174 | $23.1M | 0.6% | +23.8% | 13F ↗ |
| 27 | AEO American Eagle Outfitters, Inc. | 1.34M | $23.0M | 0.6% | -3.6% | 13F ↗ |
| 28 | FOXA Fox Corporation Class A | 437,765 | $22.8M | 0.6% | +901% | 13F ↗ |
| 29 | AXON Axon Enterprise, Inc. | 40,216 | $22.5M | 0.6% | -14.6% | 13F ↗ |
| 30 | ASO Academy Sports and Outdoors, Inc. | 473,600 | $22.3M | 0.6% | +532% | 13F ↗ |
| 31 | URBN Urban Outfitters, Inc. | 308,161 | $21.8M | 0.6% | +20.8% | 13F ↗ |
| 32 | PAG Penske Automotive Group, Inc. | 121,579 | $21.8M | 0.6% | New | 13F ↗ |
| 33 | AVY Avery Dennison Corporation | 132,276 | $21.5M | 0.6% | New | 13F ↗ |
| 34 | iShares Tr Us Home Cons Etf | 199,105 | $20.8M | 0.5% | +221% | 13F ↗ |
| 35 | HWM Howmet Aerospace Inc. | 76,964 | $20.7M | 0.5% | New | 13F ↗ |
| 36 | CTRI Centuri Holdings, Inc. | 670,571 | $20.3M | 0.5% | -51.5% | 13F ↗ |
| 37 | DOV Dover Corporation | 90,071 | $20.2M | 0.5% | New | 13F ↗ |
| 38 | CTVA Corteva, Inc. | 236,652 | $20.0M | 0.5% | New | 13F ↗ |
| 39 | APH Amphenol Corporation | 110,680 | $19.5M | 0.5% | New | 13F ↗ |
| 40 | BRX Brixmor Property Group Inc. | 593,147 | $18.7M | 0.5% | +28.5% | 13F ↗ |
| 41 | TXN Texas Instruments Incorporated | 62,253 | $18.6M | 0.5% | New | 13F ↗ |
| 42 | GNRC Generac Holdlings Inc. | 62,859 | $18.4M | 0.5% | -66.5% | 13F ↗ |
| 43 | PVH PVH Corp. | 244,123 | $18.1M | 0.5% | New | 13F ↗ |
| 44 | REZI Resideo Technologies, Inc. | 578,222 | $18.0M | 0.5% | +34.0% | 13F ↗ |
| 45 | GNE Genie Energy Ltd. | 1.24M | $17.9M | 0.5% | +40.8% | 13F ↗ |
| 46 | GIL Gildan Activewear, Inc. | 345,667 | $17.8M | 0.5% | New | 13F ↗ |
| 47 | WYNN Wynn Resorts, Limited | 181,497 | $17.6M | 0.5% | New | 13F ↗ |
| 48 | COMP Compass, Inc. | 1.42M | $17.5M | 0.5% | +39.8% | 13F ↗ |
| 49 | AS Amer Sports, Inc. | 510,695 | $17.3M | 0.4% | +215% | 13F ↗ |
| 50 | WAB Westinghouse Air Brake Technologies Corporation | 63,333 | $17.1M | 0.4% | New | 13F ↗ |
Showing the top 50 of 383 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
177 new, 86 added to, 105 trimmed, 158 exited, 15 unchanged. By estimated dollars.
New positions (177)
| SIRI SiriusXM Holdings Inc. | 2.92M | New | $86.3M |
| AZO AutoZone, Inc. | 20,063 | New | $64.1M |
| S SentinelOne, Inc. | 3.34M | New | $56.8M |
| DXYZ Destiny Tech100 Inc. | 1.70M | New | $43.7M |
| OLLI Ollie's Bargain Outlet Holdings, Inc. | 539,728 | New | $41.5M |
| ITW Illinois Tool Works Inc. | 150,711 | New | $40.8M |
| MMM 3M Company | 247,395 | New | $40.1M |
| ECL Ecolab Inc. | 125,405 | New | $34.9M |
| TDY Teledyne Technologies Incorporated | 48,395 | New | $32.3M |
| BWA BorgWarner Inc. | 414,992 | New | $27.6M |
Added to (86)
| Select Sector Spdr Tr St Str Stapl Etf | 699,308 | +197% | $38.5M |
| MICC The Magnum Ice Cream Company N.V. | 2.14M | +3462% | $36.2M |
| GO Grocery Outlet Holding Corp. | 4.80M | +194% | $31.6M |
| FTAI FTAI Aviation Ltd. | 123,726 | +226% | $23.2M |
| FOXA Fox Corporation Class A | 437,765 | +901% | $20.6M |
| WRBY Warby Parker Inc. | 1.73M | +59.5% | $19.5M |
| ASO Academy Sports and Outdoors, Inc. | 473,600 | +532% | $18.8M |
| ROKU Roku Inc | 311,109 | +69.1% | $17.6M |
| iShares Tr Expanded Tech | 303,372 | +170% | $17.3M |
| RHLD Resolute Holdings Management | 240,415 | +70.9% | $14.4M |
Trimmed (105)
| GNRC Generac Holdlings Inc. | 62,859 | -66.5% | -$36.5M |
| URGN UroGen Pharma Ltd. | 212,775 | -77.3% | -$26.7M |
| Select Sector Spdr Tr St Str Techn Etf | 37,113 | -77.7% | -$24.6M |
| Select Sector Spdr Tr St Str Finl Etf | 143,886 | -74.4% | -$22.4M |
| CTRI Centuri Holdings, Inc. | 670,571 | -51.5% | -$21.5M |
| TMUS T-Mobile US, Inc. | 6,675 | -93.9% | -$17.2M |
| GM General Motors Company | 17,928 | -92.5% | -$17.0M |
| IONS Ionis Pharmaceuticals, Inc. | 40,366 | -82.8% | -$15.5M |
| ANDG Andersen Group Inc. | 800,605 | -33.3% | -$15.1M |
| HLT Hilton Worldwide Holdings Inc. | 33,800 | -57.2% | -$14.9M |
Exited (158)
| CARR Carrier Global Corporation | 796,738 | Exited | -$44.9M |
| ABT Abbott Laboratories | 289,212 | Exited | -$29.7M |
| TSCO Tractor Supply Company | 649,023 | Exited | -$29.4M |
| CR Crane Company | 154,540 | Exited | -$26.4M |
| GXO GXO Logistics, Inc. | 466,028 | Exited | -$24.2M |
| VSXY Victorias Secret & Co. | 485,286 | Exited | -$22.5M |
| SARO StandardAero, Inc. | 769,996 | Exited | -$19.9M |
| WU Western Union Company | 2.25M | Exited | -$19.7M |
| LLY Eli Lilly and Company | 21,180 | Exited | -$19.5M |
| TSN Tyson Foods, Inc. | 268,669 | Exited | -$17.2M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer