Filed: 11/14/2025ACC: 0001412741-25-000008
📋 What this filing means
J. GOLDMAN & CO LP filed this quarterly 13F‑HR report disclosing 343 equity positions with a total reported market value of $3.98B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
343
Positions
$3.98B
Total AUM (reported)
130.63M
Total Shares
Allocation by class
COM$2.00B50.2%
CL A$477.74M12.0%
COM CL A$177.44M4.5%
RUSSELL 2000 ETF$152.99M3.8%
SHS$146.74M3.7%
COM SHS$121.77M3.1%
TR UNIT$103.57M2.6%
Portfolio Concentration
Top 3$376.33M9.5%
4–10$526.49M13.2%
11–25$680.63M17.1%
Rest$2.40B60.2%
Top 3 weight
9.5%
Top 10 weight
22.7%
Voting Authority Distribution
Total shares with voting rights: 130.63M
Sole
Full voting authority
130.63M
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)
Sole343
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings343
Rows:
ISHARES TR
SOLEShares632.30K
TypeSH
Market value$152.99M
3.84%
Sole
632.30K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares231.21K
TypeSH
Market value$119.75M
3.01%
Sole
231.21K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares141.05K
TypeSH
Market value$103.58M
2.60%
Sole
141.05K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares155.47K
TypeSH
Market value$103.57M
2.60%
Sole
155.47K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares2.60M
TypeSH
Market value$95.43M
2.40%
Sole
2.60M
Shared
0.00
None
0.00
MADDEN STEVEN LTD
SOLEShares2.22M
TypeSH
Market value$74.39M
1.87%
Sole
2.22M
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares3.57M
TypeSH
Market value$69.26M
1.74%
Sole
3.57M
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP NEW
SOLEShares321.61K
TypeSH
Market value$62.18M
1.56%
Sole
321.61K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares281.74K
TypeSH
Market value$61.86M
1.55%
Sole
281.74K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares891.57K
TypeSH
Market value$59.79M
1.50%
Sole
891.57K
Shared
0.00
None
0.00
GENERAL MTRS CO
SOLEShares958.18K
TypeSH
Market value$58.42M
1.47%
Sole
958.18K
Shared
0.00
None
0.00
GLOBUS MED INC
SOLEShares1.02M
TypeSH
Market value$58.38M
1.47%
Sole
1.02M
Shared
0.00
None
0.00
CENTURI HOLDINGS INC
SOLEShares2.51M
TypeSH
Market value$53.13M
1.33%
Sole
2.51M
Shared
0.00
None
0.00
RIVIAN AUTOMOTIVE INC
SOLEShares3.23M
TypeSH
Market value$47.34M
1.19%
Sole
3.23M
Shared
0.00
None
0.00
TARGET CORP
SOLEShares527.50K
TypeSH
Market value$47.32M
1.19%
Sole
527.50K
Shared
0.00
None
0.00
GAP INC
SOLEShares2.12M
TypeSH
Market value$45.37M
1.14%
Sole
2.12M
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares157.06K
TypeSH
Market value$44.27M
1.11%
Sole
157.06K
Shared
0.00
None
0.00
NEWS CORP NEW
SOLEShares1.40M
TypeSH
Market value$43.08M
1.08%
Sole
1.40M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares35.20K
TypeSH
Market value$42.20M
1.06%
Sole
35.20K
Shared
0.00
None
0.00
TELEFLEX INCORPORATED
SOLEShares339.40K
TypeSH
Market value$41.53M
1.04%
Sole
339.40K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares85.67K
TypeSH
Market value$40.88M
1.03%
Sole
85.67K
Shared
0.00
None
0.00
SITEONE LANDSCAPE SUPPLY INC
SOLEShares315.15K
TypeSH
Market value$40.59M
1.02%
Sole
315.15K
Shared
0.00
None
0.00
GROCERY OUTLET HLDG CORP
SOLEShares2.49M
TypeSH
Market value$39.97M
1.00%
Sole
2.49M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares56.51K
TypeSH
Market value$39.44M
0.99%
Sole
56.51K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares117.34K
TypeSH
Market value$38.71M
0.97%
Sole
117.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUSSELL 2000 ETF | 632.30K | SH | $152.99M 3.84% | 632.30K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 231.21K | SH | $119.75M 3.01% | 231.21K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 141.05K | SH | $103.58M 2.60% | 141.05K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 155.47K | SH | $103.57M 2.60% | 155.47K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 2.60M | SH | $95.43M 2.40% | 2.60M | 0.00 | 0.00 |
MADDEN STEVEN LTDSOLE | COM | 2.22M | SH | $74.39M 1.87% | 2.22M | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 3.57M | SH | $69.26M 1.74% | 3.57M | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 321.61K | SH | $62.18M 1.56% | 321.61K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 281.74K | SH | $61.86M 1.55% | 281.74K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 891.57K | SH | $59.79M 1.50% | 891.57K | 0.00 | 0.00 |
GENERAL MTRS COSOLE | COM | 958.18K | SH | $58.42M 1.47% | 958.18K | 0.00 | 0.00 |
GLOBUS MED INCSOLE | CL A | 1.02M | SH | $58.38M 1.47% | 1.02M | 0.00 | 0.00 |
CENTURI HOLDINGS INCSOLE | COM SHS | 2.51M | SH | $53.13M 1.33% | 2.51M | 0.00 | 0.00 |
RIVIAN AUTOMOTIVE INCSOLE | COM CL A | 3.23M | SH | $47.34M 1.19% | 3.23M | 0.00 | 0.00 |
TARGET CORPSOLE | COM | 527.50K | SH | $47.32M 1.19% | 527.50K | 0.00 | 0.00 |
GAP INCSOLE | COM | 2.12M | SH | $45.37M 1.14% | 2.12M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 157.06K | SH | $44.27M 1.11% | 157.06K | 0.00 | 0.00 |
NEWS CORP NEWSOLE | CL A | 1.40M | SH | $43.08M 1.08% | 1.40M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 35.20K | SH | $42.20M 1.06% | 35.20K | 0.00 | 0.00 |
TELEFLEX INCORPORATEDSOLE | COM | 339.40K | SH | $41.53M 1.04% | 339.40K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 85.67K | SH | $40.88M 1.03% | 85.67K | 0.00 | 0.00 |
SITEONE LANDSCAPE SUPPLY INCSOLE | COM | 315.15K | SH | $40.59M 1.02% | 315.15K | 0.00 | 0.00 |
GROCERY OUTLET HLDG CORPSOLE | COM | 2.49M | SH | $39.97M 1.00% | 2.49M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 56.51K | SH | $39.44M 0.99% | 56.51K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 117.34K | SH | $38.71M 0.97% | 117.34K | 0.00 | 0.00 |
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