J. Goldman & Co LP
Long book
$2.16B
Q1 2026
Positions
364
Top-10 weight
16%
concentration
Last quarter
+15.1%
SPY +14.8%
Turnover
70%
of book per quarter
Strategy in plain words
auto-generated from filingsJ. Goldman & Co LP is a quantitative fund whose holdings reflect models, not opinions, running a $2.16B US long book across 364 positions.
The portfolio is broadly diversified across 364 positions (top 10 only 16%). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: CARRIER GLOBAL CORP, STEVEN MADDEN LTD, CENTURI HOLDINGS INC, GENERAC HOLDINGS INC, ANDERSEN GROUP INC - A.
Over the last 9 quarters its long book ran on average 0.2pp per quarter ahead of the S&P 500, beating the index in 7 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-0.6%
Q2 2024
+8.1%
Q3 2024
+6.3%
Q4 2024
-9.6%
Q1 2025
+10.9%
Q2 2025
+9.4%
Q3 2025
+4.8%
Q4 2025
-1.9%
Q1 2026
+15.1%
Sector allocation
Industrials 25%
Healthcare 16%
Financials 12%
Services media 10%
Consumer discretionary 10%
Technology 9%
Other 7%
Communications 4%
Long book by quarter
What does J. Goldman own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| CARR CARRIER GLOBAL CORP | Industrials | 796.7K | $44.9M | 2.1% | New |
| SHOO STEVEN MADDEN LTD | Other | 1.3M | $43.7M | 2.0% | +100.8% |
| CTRI CENTURI HOLDINGS INC | Utilities | 1.4M | $40.4M | 1.9% | -36.9% |
| GNRC GENERAC HOLDINGS INC | Industrials | 187.6K | $36.6M | 1.7% | New |
| ANDG ANDERSEN GROUP INC - A | Services media | 1.2M | $32.6M | 1.5% | +3.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 151.5K | $31.6M | 1.5% | -29.0% |
| COGT COGENT BIOSCIENCES INC | Healthcare | 779.6K | $30.0M | 1.4% | +77.5% |
| ABT ABBOTT LABORATORIES | Healthcare | 289.2K | $29.7M | 1.4% | New |
| TSCO TRACTOR SUPPLY COMPANY | Consumer discretionary | 649.0K | $29.4M | 1.4% | New |
| ZBRA ZEBRA TECHNOLOGIES CORP-CL A | Industrials | 137.9K | $28.8M | 1.3% | New |
| CR CRANE CO | Industrials | 154.5K | $26.4M | 1.2% | +525.9% |
| GXO GXO LOGISTICS INC | Industrials | 466.0K | $24.2M | 1.1% | +44.8% |
| HLT HILTON WORLDWIDE HOLDINGS IN | Services media | 78.9K | $24.0M | 1.1% | New |
| AEO AMERICAN EAGLE OUTFITTERS | Consumer discretionary | 1.4M | $23.2M | 1.1% | New |
| TMUS T-MOBILE US INC | Communications | 109.4K | $23.0M | 1.1% | New |
| RHLD RESOLUTE HOLDINGS MANAG | Financials | 140.7K | $22.8M | 1.1% | +445.3% |
| WRBY WARBY PARKER INC-CLASS A | Healthcare | 1.1M | $22.8M | 1.1% | +75.0% |
| VSXY VICTORIA'S SECRET & CO | Consumer discretionary | 485.3K | $22.5M | 1.0% | New |
| ALSN ALLISON TRANSMISSION HOLDING | Industrials | 182.3K | $21.3M | 1.0% | New |
| GLNG GOLAR LNG LTD | Industrials | 372.1K | $20.1M | 0.9% | +1280.1% |
| AXON AXON ENTERPRISE INC | Industrials | 47.1K | $20.0M | 0.9% | +8839.3% |
| SARO STANDARDAERO INC | Industrials | 770.0K | $19.9M | 0.9% | +75.7% |
| WU WESTERN UNION CO | Services media | 2.3M | $19.7M | 0.9% | -43.2% |
| LLY ELI LILLY & CO | Healthcare | 21.2K | $19.5M | 0.9% | New |
| EXPD EXPEDITORS INTL WASH INC | Industrials | 132.1K | $18.9M | 0.9% | New |
| AVGO BROADCOM INC | Technology | 60.6K | $18.7M | 0.9% | +159.0% |
| ARDX ARDELYX INC | Healthcare | 3.0M | $18.0M | 0.8% | +84.9% |
| GM GENERAL MOTORS CO | Industrials | 238.4K | $17.8M | 0.8% | New |
| SNDA SONIDA SENIOR LIVING INC | Healthcare | 550.7K | $17.8M | 0.8% | +230.7% |
| IONS IONIS PHARMACEUTICALS INC | Healthcare | 235.3K | $17.7M | 0.8% | +247.8% |
| NPK NATIONAL PRESTO INDS INC | Industrials | 127.6K | $17.5M | 0.8% | +20.5% |
| ROKU ROKU INC | Communications | 183.9K | $17.4M | 0.8% | +71.6% |
| TSN TYSON FOODS INC-CL A | Consumer staples | 268.7K | $17.2M | 0.8% | New |
| URGN UROGEN PHARMA LTD | Healthcare | 938.9K | $16.9M | 0.8% | +82.9% |
| IEX IDEX CORP | Industrials | 87.8K | $16.6M | 0.8% | New |
| CAPR CAPRICOR THERAPEUTICS INC | Healthcare | 541.5K | $16.5M | 0.8% | -9.0% |
| URBN URBAN OUTFITTERS INC | Consumer discretionary | 255.2K | $16.2M | 0.7% | New |
| SPOT SPOTIFY TECHNOLOGY SA | Communications | 32.5K | $15.8M | 0.7% | New |
| ECHO ECHOSTAR CORP-A | Communications | 124.9K | $14.6M | 0.7% | +143.7% |
| REZI RESIDEO TECHNOLOGIES INC | Consumer discretionary | 431.5K | $14.5M | 0.7% | +33.5% |
| FPS FORGENT POWER SOLUTIONS-CL A | Industrials | 493.5K | $14.4M | 0.7% | New |
| META META PLATFORMS INC-CLASS A | Technology | 25.2K | $14.4M | 0.7% | New |
| PCAP PROCAP ACQUISITION CORP - A | Financials | 1.4M | $14.4M | 0.7% | -2.5% |
| CROX CROCS INC | Other | 171.2K | $14.2M | 0.7% | New |
| NCLH NORWEGIAN CRUISE LINE HOLDIN | Industrials | 747.2K | $14.0M | 0.6% | New |
| CRI CARTER'S INC | Other | 366.7K | $13.1M | 0.6% | New |
| PTEN PATTERSON-UTI ENERGY INC | Energy | 1.2M | $13.0M | 0.6% | -19.4% |
| NWAX NEW AMERICA ACQUISITION-CL A | Financials | 1.3M | $12.7M | 0.6% | New |
| AKAM AKAMAI TECHNOLOGIES INC | Services media | 110.7K | $12.7M | 0.6% | +753.8% |
| PCAR PACCAR INC | Industrials | 108.8K | $12.6M | 0.6% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 642 | $3.44B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 542 | $3.80B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 439 | $3.98B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 438 | $4.18B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 461 | $4.05B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 437 | $3.84B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 441 | $3.56B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 425 | $3.53B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 400 | $3.10B | canonical | SEC ↗ |
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