Filed: 8/14/2025ACC: 0001085146-25-005095
📋 What this filing means
J. GOLDMAN & CO LP filed this quarterly 13F‑HR report disclosing 358 equity positions with a total reported market value of $4.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
358
Positions
$4.18B
Total AUM (reported)
146.17M
Total Shares
Allocation by class
COM$2.41B57.8%
CL A$391.63M9.4%
COM CL A$187.40M4.5%
SHS$147.37M3.5%
COMMON STOCK$143.70M3.4%
COM NEW$98.53M2.4%
COM SHS$97.07M2.3%
Portfolio Concentration
Top 3$474.74M11.4%
4–10$453.20M10.9%
11–25$619.39M14.8%
Rest$2.63B62.9%
Top 3 weight
11.4%
Top 10 weight
22.2%
Voting Authority Distribution
Total shares with voting rights: 146.17M
Sole
Full voting authority
146.17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole358
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings358
Rows:
PAYPAL HLDGS INC
SOLEShares2.52M
TypeSH
Market value$187.54M
4.49%
Sole
2.52M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares722.18K
TypeSH
Market value$158.44M
3.79%
Sole
722.18K
Shared
0.00
None
0.00
ELECTRONIC ARTS INC
SOLEShares806.28K
TypeSH
Market value$128.76M
3.08%
Sole
806.28K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares385.16K
TypeSH
Market value$83.11M
1.99%
Sole
385.16K
Shared
0.00
None
0.00
BELLRING BRANDS INC
SOLEShares1.26M
TypeSH
Market value$73.25M
1.75%
Sole
1.26M
Shared
0.00
None
0.00
WOLVERINE WORLD WIDE INC
SOLEShares3.78M
TypeSH
Market value$68.31M
1.64%
Sole
3.78M
Shared
0.00
None
0.00
GOLAR LNG LTD
SOLEShares1.65M
TypeSH
Market value$67.88M
1.63%
Sole
1.65M
Shared
0.00
None
0.00
VERRA MOBILITY CORP
SOLEShares2.28M
TypeSH
Market value$57.92M
1.39%
Sole
2.28M
Shared
0.00
None
0.00
MADDEN STEVEN LTD
SOLEShares2.15M
TypeSH
Market value$51.45M
1.23%
Sole
2.15M
Shared
0.00
None
0.00
BIRKENSTOCK HOLDING PLC
SOLEShares1.04M
TypeSH
Market value$51.28M
1.23%
Sole
1.04M
Shared
0.00
None
0.00
RIVIAN AUTOMOTIVE INC
SOLEShares3.59M
TypeSH
Market value$49.38M
1.18%
Sole
3.59M
Shared
0.00
None
0.00
WYNN RESORTS LTD
SOLEShares515.57K
TypeSH
Market value$48.29M
1.16%
Sole
515.57K
Shared
0.00
None
0.00
FTAI AVIATION LTD
SOLEShares405.42K
TypeSH
Market value$46.64M
1.12%
Sole
405.42K
Shared
0.00
None
0.00
APPLE INC
SOLEShares214.32K
TypeSH
Market value$43.97M
1.05%
Sole
214.32K
Shared
0.00
None
0.00
OMNICOM GROUP INC
SOLEShares587.63K
TypeSH
Market value$42.27M
1.01%
Sole
587.63K
Shared
0.00
None
0.00
ROKU INC
SOLEShares479.96K
TypeSH
Market value$42.18M
1.01%
Sole
479.96K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares27.50K
TypeSH
Market value$41.81M
1.00%
Sole
27.50K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares165K
TypeSH
Market value$41.78M
1.00%
Sole
165K
Shared
0.00
None
0.00
PAYONEER GLOBAL INC
SOLEShares5.88M
TypeSH
Market value$40.27M
0.96%
Sole
5.88M
Shared
0.00
None
0.00
INTUIT
SOLEShares48.70K
TypeSH
Market value$38.36M
0.92%
Sole
48.70K
Shared
0.00
None
0.00
CSX CORP
SOLEShares1.17M
TypeSH
Market value$38.15M
0.91%
Sole
1.17M
Shared
0.00
None
0.00
GUARDIAN PHARMACY SVCS INC
SOLEShares1.78M
TypeSH
Market value$38.02M
0.91%
Sole
1.78M
Shared
0.00
None
0.00
GLOBUS MED INC
SOLEShares631.75K
TypeSH
Market value$37.29M
0.89%
Sole
631.75K
Shared
0.00
None
0.00
WEST PHARMACEUTICAL SVSC INC
SOLEShares163.81K
TypeSH
Market value$35.84M
0.86%
Sole
163.81K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares45.05K
TypeSH
Market value$35.12M
0.84%
Sole
45.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PAYPAL HLDGS INCSOLE | COM | 2.52M | SH | $187.54M 4.49% | 2.52M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 722.18K | SH | $158.44M 3.79% | 722.18K | 0.00 | 0.00 |
ELECTRONIC ARTS INCSOLE | COM | 806.28K | SH | $128.76M 3.08% | 806.28K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 385.16K | SH | $83.11M 1.99% | 385.16K | 0.00 | 0.00 |
BELLRING BRANDS INCSOLE | COMMON STOCK | 1.26M | SH | $73.25M 1.75% | 1.26M | 0.00 | 0.00 |
WOLVERINE WORLD WIDE INCSOLE | COM | 3.78M | SH | $68.31M 1.64% | 3.78M | 0.00 | 0.00 |
GOLAR LNG LTDSOLE | SHS | 1.65M | SH | $67.88M 1.63% | 1.65M | 0.00 | 0.00 |
VERRA MOBILITY CORPSOLE | CL A COM STK | 2.28M | SH | $57.92M 1.39% | 2.28M | 0.00 | 0.00 |
MADDEN STEVEN LTDSOLE | COM | 2.15M | SH | $51.45M 1.23% | 2.15M | 0.00 | 0.00 |
BIRKENSTOCK HOLDING PLCSOLE | COM SHS | 1.04M | SH | $51.28M 1.23% | 1.04M | 0.00 | 0.00 |
RIVIAN AUTOMOTIVE INCSOLE | COM CL A | 3.59M | SH | $49.38M 1.18% | 3.59M | 0.00 | 0.00 |
WYNN RESORTS LTDSOLE | COM | 515.57K | SH | $48.29M 1.16% | 515.57K | 0.00 | 0.00 |
FTAI AVIATION LTDSOLE | SHS | 405.42K | SH | $46.64M 1.12% | 405.42K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 214.32K | SH | $43.97M 1.05% | 214.32K | 0.00 | 0.00 |
OMNICOM GROUP INCSOLE | COM | 587.63K | SH | $42.27M 1.01% | 587.63K | 0.00 | 0.00 |
ROKU INCSOLE | COM CL A | 479.96K | SH | $42.18M 1.01% | 479.96K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 27.50K | SH | $41.81M 1.00% | 27.50K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 165K | SH | $41.78M 1.00% | 165K | 0.00 | 0.00 |
PAYONEER GLOBAL INCSOLE | COM | 5.88M | SH | $40.27M 0.96% | 5.88M | 0.00 | 0.00 |
INTUITSOLE | COM | 48.70K | SH | $38.36M 0.92% | 48.70K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 1.17M | SH | $38.15M 0.91% | 1.17M | 0.00 | 0.00 |
GUARDIAN PHARMACY SVCS INCSOLE | CL A | 1.78M | SH | $38.02M 0.91% | 1.78M | 0.00 | 0.00 |
GLOBUS MED INCSOLE | CL A | 631.75K | SH | $37.29M 0.89% | 631.75K | 0.00 | 0.00 |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 163.81K | SH | $35.84M 0.86% | 163.81K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 45.05K | SH | $35.12M 0.84% | 45.05K | 0.00 | 0.00 |
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