J. Goldman & Co LP

J. Goldman & Co LP reported 684 holdings worth US$3.87B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

J. Goldman & Co LP reported 684 holdings worth US$3.87B as of Jun 30, 2026. Largest: Siriusxm Holdings Inc., Autozone, Inc. and Sentinelone, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
684
Value as reported
US$3.87B

The filing in full

CompanySharesValue as reported% of portfolio
Siriusxm Holdings Inc.2.92MUS$86.3M2.2%
Autozone, Inc.20,063US$64.1M1.7%
Sentinelone, Inc.3.34MUS$56.8M1.5%
Warby Parker Inc.1.73MUS$52.3M1.4%
Grocery Outlet Holding Corp.4.8MUS$47.9M1.2%
Roku, Inc.311KUS$43M1.1%
Ollie's Bargain Outlet Holdings, Inc.540KUS$41.5M1.1%
Illinois Tool Works Inc.151KUS$40.8M1.1%
3m Company247KUS$40.1M1.0%
Steven Madden, Ltd.941KUS$39.6M1.0%
Zebra Technologies Corporation144KUS$37.9M0.98%
Amazon.com, Inc.154KUS$36.7M0.95%
Ecolab Inc.125KUS$34.9M0.90%
Resolute Holdings Management240KUS$34.7M0.90%
Ftai Aviation Ltd.124KUS$33.5M0.86%
Teledyne Technologies Incorporated48,395US$32.3M0.83%
Andersen Group Inc.801KUS$30.2M0.78%
Borgwarner Inc.415KUS$27.6M0.71%
Karman Holdings Inc.533KUS$26.6M0.69%
Cogent Biosciences, Inc.638KUS$24.7M0.64%
Esab Corporation244KUS$24M0.62%
Regency Centers Corporation290KUS$23.1M0.60%
American Eagle Outfitters, Inc.1.34MUS$23M0.59%
Fox Corporation438KUS$22.8M0.59%
Axon Enterprise, Inc.40,216US$22.5M0.58%
Academy Sports And Outdoors, Inc.474KUS$22.3M0.58%
Urban Outfitters, Inc.308KUS$21.8M0.56%
Penske Automotive Group, Inc.122KUS$21.8M0.56%
Avery Dennison Corporation132KUS$21.5M0.55%
Howmet Aerospace Inc.76,964US$20.7M0.53%
Centuri Holdings, Inc.671KUS$20.3M0.52%
Dover Corporation90,071US$20.2M0.52%
Corteva, Inc.237KUS$20M0.52%
Amphenol Corporation111KUS$19.5M0.50%
Brixmor Property Group Inc.593KUS$18.7M0.48%
Texas Instruments Incorporated62,253US$18.6M0.48%
Generac Holdings Inc.62,859US$18.4M0.48%
Pvh Corp.244KUS$18.1M0.47%
Resideo Technologies, Inc.578KUS$18M0.46%
Genie Energy Ltd.1.24MUS$17.9M0.46%
Gildan Activewear Inc.346KUS$17.8M0.46%
Wynn Resorts, Limited181KUS$17.6M0.46%
Compass, Inc.1.42MUS$17.5M0.45%
Amer Sports, Inc.511KUS$17.3M0.45%
Westinghouse Air Brake Technologies Corporation63,333US$17.1M0.44%
Merit Medical Systems, Inc.243KUS$16.8M0.43%
Cognex Corporation229KUS$16.5M0.43%
Sonida Senior Living, Inc.400KUS$16.3M0.42%
National Presto Industries, Inc.123KUS$15.4M0.40%
Broadcom Inc.40,652US$15.4M0.40%
Bain Capital Gss Investment Corp.1.48MUS$15.2M0.39%
Allison Transmission Holdings, Inc.134KUS$15.1M0.39%
Entravision Communications Corporation1.15MUS$15M0.39%
Nice Ltd.165KUS$15M0.39%
Procap Acquisition Corp1.41MUS$14.5M0.37%
Golar Lng Limited288KUS$14.4M0.37%
Regal Rexnord Corporation59,100US$14.1M0.36%
Home Depot, Inc. (the)38,073US$13.4M0.35%
Skywest, Inc.131KUS$13M0.34%
Etsy, Inc.172KUS$13M0.34%
Expeditors International Of Washington, Inc.78,955US$12.9M0.33%
Daedalus Special Acquisition Corp.1.26MUS$12.7M0.33%
Kohl's Corporation716KUS$12.7M0.33%
Rice Acquisition Corporation 31.19MUS$12.5M0.32%
Minimed Group, Inc.830KUS$12.4M0.32%
Texas Ventures Acquisition Iii Corp1.16MUS$12.2M0.32%
Asml Holding Nv6,000US$11.9M0.31%
Marathon Petroleum Corporation45,855US$11.7M0.30%
Alnylam Pharmaceuticals, Inc.38,698US$11.6M0.30%
Crown Castle Inc.152KUS$11.5M0.30%
Outfront Media Inc.343KUS$11.2M0.29%
Hilton Worldwide Holdings Inc.33,800US$11.2M0.29%
Csx Corporation230KUS$10.9M0.28%
New America Acquisition I Corp.1.06MUS$10.7M0.28%
Krakacquisition Corp1.05MUS$10.5M0.27%
Texas Roadhouse, Inc.53,997US$10.4M0.27%
Capricor Therapeutics, Inc.427KUS$10.3M0.27%
Danaher Corporation53,828US$10.3M0.26%
Constellation Brands, Inc.71,067US$9.88M0.26%
Enpro Inc.26,084US$9.83M0.25%
Meta Platforms, Inc.17,419US$9.81M0.25%
Latam Airlines Group Sa163KUS$9.52M0.25%
Lincoln Educational Services Corporation189KUS$9.42M0.24%
Genuine Parts Company79,427US$9.37M0.24%
Qualcomm Incorporated50,355US$9.31M0.24%
Dell Technologies Inc.21,298US$9.19M0.24%
Ryder System, Inc.34,788US$9.18M0.24%
Standex International Corporation25,376US$9.08M0.23%
Terex Corporation125KUS$9.08M0.23%
Matson, Inc.46,710US$8.98M0.23%
Primo Brands Corporation367KUS$8.96M0.23%
Nvidia Corporation42,748US$8.55M0.22%
Cantor Equity Partners Iv, Inc.795KUS$8.27M0.21%
Meiragtx Holdings Plc602KUS$8.13M0.21%
Ardelyx, Inc.1.58MUS$8.06M0.21%
Agriculture & Natural Solutions Acquisition Corporation700KUS$7.99M0.21%
Advanced Micro Devices Inc13,731US$7.98M0.21%
International Business Machines Corporation28,245US$7.94M0.21%
Advance Auto Parts Inc.126KUS$7.85M0.20%
United Airlines Holdings, Inc.57,554US$7.83M0.20%

Every holding of J. Goldman & Co LP

Source

View original at SEC

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