Institutions / J. Goldman & Co LP

J. Goldman & Co LP

CIK 1412741 · Institution · as of Dec 31, 2025
Portfolio value
$2.57B
Positions
315
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 315 →
CompanyClassValueShares% of portfolio
Microsoft Corp$75.69M156,5122.9%
Honeywell International Inc$70.90M363,4112.8%
Aramark$55.81M1,514,0832.2%
Centuri Holdings, Inc.$55.35M2,192,0592.2%
The Boeing Company$49.37M227,4031.9%
Amazon.com Inc$49.25M213,3581.9%
Ebay Inc$48.12M552,5051.9%
Gap Inc$45.49M1,776,9761.8%
Integer Holdings Corp$40.53M516,7811.6%
Modine Manufacturing Co$38.07M285,1811.5%
Western Union Co/The$36.97M3,970,7181.4%
VERRA MOBILITY Corp$35.70M1,593,1831.4%
Sensient Technologies Corp$35.34M376,1111.4%
Lowes Companies Inc$31.82M131,9391.2%
Select Sector SPDR Tr$31.27M217,2241.2%
Mattel Inc /De$31.19M1,571,8731.2%
TransDigm Group Inc.$30.50M22,9381.2%
Andersen Group Inc.$30.08M1,160,0001.2%
Alphabet Inc.$27.26M87,0971.1%
SentinelOne, Inc.$27.15M1,809,6851.1%
Rocket Companies, Inc.$26.88M1,388,6381.0%
Steven Madden, Ltd.$26.68M640,8381.0%
SPDR Series Trust$26.07M305,6581.0%
Canadian Pacific Kansas City$25.64M348,2511.0%
Udemy, Inc.$24.82M4,243,3401.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.