Filed: 5/15/2026ACC: 0001412741-26-000002
📋 What this filing means
J. GOLDMAN & CO LP filed this quarterly 13F‑HR report disclosing 483 equity positions with a total reported market value of $3.44B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
483
Positions
$3.44B
Total AUM (reported)
108.02M
Total Shares
Allocation by class
COM$1.76B51.2%
CL A$257.45M7.5%
RUSSELL 2000 ETF$183.51M5.3%
COM CL A$109.39M3.2%
TR UNIT$102.89M3.0%
COMMON STOCK$99.43M2.9%
COM NEW$98.62M2.9%
Portfolio Concentration
Top 3$355.73M10.3%
4–10$358.87M10.4%
11–25$481.65M14.0%
Rest$2.25B65.2%
Top 3 weight
10.3%
Top 10 weight
20.8%
Voting Authority Distribution
Total shares with voting rights: 108.02M
Sole
Full voting authority
108.02M
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)
Sole483
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings483
Rows:
ISHARES TR
SOLEShares739.95K
TypeSH
Market value$183.51M
5.33%
Sole
739.95K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares158.21K
TypeSH
Market value$102.89M
2.99%
Sole
158.21K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares75.38K
TypeSH
Market value$69.33M
2.01%
Sole
75.38K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares315.49K
TypeSH
Market value$65.71M
1.91%
Sole
315.49K
Shared
0.00
None
0.00
MADDEN STEVEN LTD
SOLEShares1.63M
TypeSH
Market value$55.27M
1.61%
Sole
1.63M
Shared
0.00
None
0.00
CARRIER GLOBAL CORPORATION
SOLEShares927.94K
TypeSH
Market value$52.25M
1.52%
Sole
927.94K
Shared
0.00
None
0.00
WESTERN UN CO
SOLEShares5.68M
TypeSH
Market value$49.62M
1.44%
Sole
5.68M
Shared
0.00
None
0.00
CENTURI HOLDINGS INC
SOLEShares1.68M
TypeSH
Market value$49.15M
1.43%
Sole
1.68M
Shared
0.00
None
0.00
ROKU INC
SOLEShares469.73K
TypeSH
Market value$44.45M
1.29%
Sole
469.73K
Shared
0.00
None
0.00
ZEBRA TECHNOLOGIES CORPORATI
SOLEShares202.90K
TypeSH
Market value$42.42M
1.23%
Sole
202.90K
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares358.33K
TypeSH
Market value$41.95M
1.22%
Sole
358.33K
Shared
0.00
None
0.00
AMERICAN EAGLE OUTFITTERS IN
SOLEShares2.47M
TypeSH
Market value$41.22M
1.20%
Sole
2.47M
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares187.56K
TypeSH
Market value$36.64M
1.06%
Sole
187.56K
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares789.12K
TypeSH
Market value$35.75M
1.04%
Sole
789.12K
Shared
0.00
None
0.00
VICTORIAS SECRET AND CO
SOLEShares715.29K
TypeSH
Market value$33.16M
0.96%
Sole
715.29K
Shared
0.00
None
0.00
ANDERSEN GROUP INC
SOLEShares1.20M
TypeSH
Market value$32.64M
0.95%
Sole
1.20M
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares847.17K
TypeSH
Market value$32.61M
0.95%
Sole
847.17K
Shared
0.00
None
0.00
NORWEGIAN CRUISE LINE HLDGS
SOLEShares1.63M
TypeSH
Market value$30.52M
0.89%
Sole
1.63M
Shared
0.00
None
0.00
RIVIAN AUTOMOTIVE INC
SOLEShares1.99M
TypeSH
Market value$29.96M
0.87%
Sole
1.99M
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares289.21K
TypeSH
Market value$29.69M
0.86%
Sole
289.21K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares135.66K
TypeSH
Market value$28.49M
0.83%
Sole
135.66K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares48.48K
TypeSH
Market value$27.98M
0.81%
Sole
48.48K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares561.91K
TypeSH
Market value$27.74M
0.81%
Sole
561.91K
Shared
0.00
None
0.00
TESLA INC
SOLEShares72.30K
TypeSH
Market value$26.88M
0.78%
Sole
72.30K
Shared
0.00
None
0.00
CRANE COMPANY
SOLEShares154.54K
TypeSH
Market value$26.43M
0.77%
Sole
154.54K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUSSELL 2000 ETF | 739.95K | SH | $183.51M 5.33% | 739.95K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 158.21K | SH | $102.89M 2.99% | 158.21K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 75.38K | SH | $69.33M 2.01% | 75.38K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 315.49K | SH | $65.71M 1.91% | 315.49K | 0.00 | 0.00 |
MADDEN STEVEN LTDSOLE | COM | 1.63M | SH | $55.27M 1.61% | 1.63M | 0.00 | 0.00 |
CARRIER GLOBAL CORPORATIONSOLE | COM | 927.94K | SH | $52.25M 1.52% | 927.94K | 0.00 | 0.00 |
WESTERN UN COSOLE | COM | 5.68M | SH | $49.62M 1.44% | 5.68M | 0.00 | 0.00 |
CENTURI HOLDINGS INCSOLE | COM SHS | 1.68M | SH | $49.15M 1.43% | 1.68M | 0.00 | 0.00 |
ROKU INCSOLE | COM CL A | 469.73K | SH | $44.45M 1.29% | 469.73K | 0.00 | 0.00 |
ZEBRA TECHNOLOGIES CORPORATISOLE | CL A | 202.90K | SH | $42.42M 1.23% | 202.90K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 358.33K | SH | $41.95M 1.22% | 358.33K | 0.00 | 0.00 |
AMERICAN EAGLE OUTFITTERS INSOLE | COM | 2.47M | SH | $41.22M 1.20% | 2.47M | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 187.56K | SH | $36.64M 1.06% | 187.56K | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 789.12K | SH | $35.75M 1.04% | 789.12K | 0.00 | 0.00 |
VICTORIAS SECRET AND COSOLE | COMMON STOCK | 715.29K | SH | $33.16M 0.96% | 715.29K | 0.00 | 0.00 |
ANDERSEN GROUP INCSOLE | CL A | 1.20M | SH | $32.64M 0.95% | 1.20M | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 847.17K | SH | $32.61M 0.95% | 847.17K | 0.00 | 0.00 |
NORWEGIAN CRUISE LINE HLDGSSOLE | SHS | 1.63M | SH | $30.52M 0.89% | 1.63M | 0.00 | 0.00 |
RIVIAN AUTOMOTIVE INCSOLE | COM CL A | 1.99M | SH | $29.96M 0.87% | 1.99M | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 289.21K | SH | $29.69M 0.86% | 289.21K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 135.66K | SH | $28.49M 0.83% | 135.66K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 48.48K | SH | $27.98M 0.81% | 48.48K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 561.91K | SH | $27.74M 0.81% | 561.91K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 72.30K | SH | $26.88M 0.78% | 72.30K | 0.00 | 0.00 |
CRANE COMPANYSOLE | COMMON STOCK | 154.54K | SH | $26.43M 0.77% | 154.54K | 0.00 | 0.00 |
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