JG
J. Goldman & Co LP 13F Holdings & Recent Stock Buys (Q2 2026)
J. Goldman & Co LPCIK: 0001412741
Diversified strategyHigh-turnover traderContrarian
Total reported value
$3.9B
Reporting period: 2026-06-30 · Number of holdings: 684
J. Goldman & Co LP disclosed 684 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $3.9B and a quarterly turnover rate of 114.1%.
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Personality snowflake
- Concentration
- 2.73
- Portfolio Stability
- 100
- Momentum
- 0
- Sector conviction
- 50.47
- Diversification
- 100
- Sizing Uniformity
- 84.06
J. Goldman & Co LP's disclosed holdings carry a Herfindahl concentration index of 0.007 — mathematically equivalent to about 146 equally-sized positions, well below its 684 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.59), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 63% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim IWM
-68.1% -$112.5M
New buy SIRI
Sold out LLY
New buy AZO
Trim SPY
-52.5% -$46.8M
Sold out CARR
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 684 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 2.28% | +2.28% | NEW | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.83% | -3.50% | -68.05% | |
| 3 | AZO | Autozone Inc | Stock-Consumer Disc | 1.80% | +1.80% | NEW | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.77% | +0.96% | +92.34% | |
| 5 | WRBY | Warby Parker Inc-class A | Stock-Other | 1.70% | +0.99% | +86.20% | |
| 6 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.64% | +1.08% | +224.61% | |
| 7 | GO | Grocery Outlet Holding CORP | Stock-Other | 1.56% | +1.23% | +269.67% | |
| 8 | S | Sentinelone Inc -class A | Stock-Tech | 1.50% | +1.50% | NEW | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | -0.46% | -25.25% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.45% | -1.54% | -52.50% | |
| 11 | SHOO | Steven Madden LTD | Stock-Other | 1.28% | -0.33% | -27.60% | |
| 12 | AS | Amer Sports, Inc. | Stock-Consumer Disc | 1.26% | +0.54% | +91.83% | |
| 13 | ASO | Academy Sports & Outdoors In | Stock-Consumer Disc | 1.19% | +1.00% | +746.85% | |
| 14 | DXYZ | Destiny Tech100 Inc | Stock-Other | 1.13% | +1.13% | NEW | |
| 15 | ROKU | Roku Inc | Stock-Comm Services | 1.11% | -0.18% | -33.77% | |
| 16 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 1.07% | +1.07% | NEW | |
| 17 | ITW | Illinois Tool Works | Stock-Industrials | 1.05% | +1.05% | NEW | |
| 18 | MMM | 3m Co | Stock-Industrials | 1.03% | +1.03% | NEW | |
| 19 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.98% | -0.25% | -28.98% | |
| 20 | MICC | The Magnum Ice Cream Company N. | Stock-Consumer Staples | 0.96% | +0.93% | +3462.47% | |
| 21 | ECL | Ecolab Inc | Stock-Materials | 0.90% | +0.90% | NEW | |
| 22 | RHLD | Resolute Holdings Manag | Stock-Other | 0.90% | +0.24% | +70.93% | |
| 23 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.88% | +0.88% | NEW | |
| 24 | BIRK | Birkenstock Holding plc | Stock-Other | 0.88% | +0.88% | NEW | |
| 25 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.86% | +0.59% | +225.84% | |
| 26 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.83% | +0.83% | NEW | |
| 27 | KRMN | Karman Holdings Inc | Stock-Industrials | 0.79% | +0.79% | NEW | |
| 28 | ANDG | Andersen Group Inc - A | Stock-Other | 0.78% | -0.17% | -33.28% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | +0.76% | +25900.00% | |
| 30 | GIL | Gildan Activewear Inc | Stock-Consumer Disc | 0.75% | +0.75% | NEW | |
| 31 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.71% | +0.45% | +170.33% | |
| 32 | AEO | American Eagle Outfitters | Stock-Consumer Disc | 0.68% | -0.52% | -37.68% | |
| 33 | PAG | Penske Automotive Group Inc | Stock-Consumer Disc | 0.68% | +0.68% | NEW | |
| 34 | COGT | Cogent Biosciences Inc | Stock-Other | 0.64% | -0.31% | -24.69% | |
| 35 | ESAB | Esab CORP | Stock-Industrials | 0.62% | +0.62% | NEW | |
| 36 | REG | Regency Centers CORP | Stock-Real Estate | 0.60% | +0.08% | +23.76% | |
| 37 | PVH | Pvh CORP | Stock-Consumer Disc | 0.59% | +0.59% | NEW | |
| 38 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.59% | +0.52% | +900.65% | |
| 39 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.58% | — | -14.63% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.58% | +0.58% | NEW | |
| 41 | TRN | Trinity Industries Inc | Stock-Other | 0.57% | +0.57% | NEW | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | +0.42% | +339.13% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.16% | -10.41% | |
| 44 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.56% | +0.09% | +20.78% | |
| 45 | COMP | Compass Inc - Class A | Stock-Real Estate | 0.56% | +0.34% | +70.36% | |
| 46 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.55% | +0.55% | NEW | |
| 47 | BXP | Bxp Inc | Stock-Real Estate | 0.55% | +0.55% | NEW | |
| 48 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.54% | +0.38% | +220.77% | |
| 49 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.53% | +0.53% | NEW | |
| 50 | CTRI | Centuri Holdings Inc | Stock-Other | 0.52% | -0.91% | -60.15% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+1.8%
Performance Last 4 Quarters
+9%
- Stdev
- +17%
- Beta
- +1.14
- Alpha
- -12.5%
- Max Drawdown
- -19.2%
- Annualized Perf
- +9.3%
- Batting Avg vs S&P
- +27.8%
- Sortino
- +1.07
- Stutzer
- +0.18
- Treynor
- +0.09
- Sterling
- +0.46
- Calmar
- +0.49
- Information Ratio
- -1.13
- Tracking Error
- +8.6%
- Stdev Down
- +9.7%
- Winning Months %
- +58.3%
- Losing Months %
- +41.7%
- Best 12 Months
- +38.3%
- Worst 12 Months
- -13.8%
- Efficiency Ratio
- +0.22
- Sharpe
- +0.61
- Stdev Sectors
- +8.4%
- Skewness
- +0.24
- Kurtosis
- -0.48
- Upside Potential
- +2.94
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 684 | $3.9B | 100 | ||
| 2026 Q1 | 642 | $3.4B | 100 | ||
| 2025 Q4 | 542 | $3.8B | 100 | ||
| 2025 Q3 | 439 | $4.0B | 100 | ||
| 2025 Q2 | 438 | $4.2B | 0 | ||
| 2025 Q1 | 461 | $4.0B | 100 | ||
| 2024 Q4 | 437 | $3.8B | 0 | ||
| 2024 Q3 | 441 | $3.6B | 0 | ||
| 2024 Q2 | 425 | $3.5B | 0 | ||
| 2024 Q1 | 400 | $3.1B | 0 | ||
| 2023 Q4 | 324 | $2.5B | 0 | ||
| 2023 Q3 | 346 | $2.9B | 0 | ||
| 2023 Q2 | 367 | $2.8B | 0 | ||
| 2023 Q1 | 347 | $2.5B | 0 | ||
| 2022 Q4 | 356 | $2.0B | 0 | ||
| 2022 Q3 | 376 | $2.1B | 0 | ||
| 2022 Q2 | 349 | $2.1B | 0 | ||
| 2022 Q1 | 354 | $2.2B | 0 | ||
| 2021 Q4 | 342 | $1.8B | 0 | ||
| 2021 Q3 | 339 | $2.0B | 0 | ||
| 2021 Q2 | 393 | $2.6B | 100 | ||
| 2021 Q1 | 426 | $3.1B | 100 | ||
| 2020 Q4 | 356 | $2.0B | 100 | ||
| 2020 Q3 | 299 | $1.5B | 100 | ||
| 2020 Q2 | 259 | $1.6B | 100 | ||
| 2020 Q1 | 238 | $829.8M | 100 | ||
| 2019 Q4 | 252 | $1.4B | 100 | ||
| 2019 Q3 | 273 | $1.3B | 100 | ||
| 2019 Q2 | 257 | $1.4B | 100 | ||
| 2019 Q1 | 260 | $1.8B | 100 | ||
| 2018 Q4 | 234 | $1.3B | 100 | ||
| 2018 Q3 | 251 | $1.4B | 100 | ||
| 2018 Q2 | 345 | $1.9B | 100 | ||
| 2018 Q1 | 339 | $2.3B | 100 | ||
| 2017 Q4 | 316 | $1.9B | 100 | ||
| 2017 Q3 | 327 | $2.0B | 95 | ||
| 2017 Q2 | 293 | $1.8B | 100 | ||
| 2017 Q1 | 319 | $2.0B | 100 | ||
| 2016 Q4 | 284 | $1.5B | 100 | ||
| 2016 Q3 | 300 | $1.8B | 100 | ||
| 2016 Q2 | 319 | $1.9B | 100 | ||
| 2016 Q1 | 288 | $1.6B | 100 | ||
| 2015 Q4 | 225 | $969.9M | 100 | ||
| 2015 Q3 | 209 | $1.2B | 100 | ||
| 2015 Q2 | 237 | $1.6B | 100 | ||
| 2015 Q1 | 272 | $1.6B | 100 | ||
| 2014 Q4 | 184 | $844.5M | 100 | ||
| 2014 Q3 | 277 | $1.7B | 100 | ||
| 2014 Q2 | 242 | $1.4B | 100 | ||
| 2014 Q1 | 244 | $1.4B | 100 | ||
| 2013 Q4 | 210 | $796.3M | 100 | ||
| 2013 Q3 | 257 | $1.1B | 100 | ||
| 2013 Q2 | 252 | $978.8M | 0 |
Holding changes this quarter
J. Goldman & Co LP's most significant position changes for 2026-06-30: New buy: Sirius Xm Holdings Inc (SIRI); New buy: Autozone Inc (AZO); Sold out: Eli Lilly & Co (LLY); New buy: Sentinelone Inc -class A (S); Sold out: Carrier Global CORP (CARR).
Showing top 200 changes by size (of 707 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SIRI | Sirius Xm Holdings Inc | +2.3% | NEW | New buy |
| 2 | AZO | Autozone Inc | +1.8% | NEW | New buy |
| 3 | S | Sentinelone Inc -class A | +1.5% | NEW | New buy |
| 4 | GO | Grocery Outlet Holding CORP | +1.2% | +269.67% | Add |
| 5 | DXYZ | Destiny Tech100 Inc | +1.1% | NEW | New buy |
| 6 | XLP | Ss Consumer Staples Sel Sect | +1.1% | +224.61% | Add |
| 7 | OLLI | Ollie's Bargain Outlet Holdi | +1.1% | NEW | New buy |
| 8 | ITW | Illinois Tool Works | +1.1% | NEW | New buy |
| 9 | MMM | 3m Co | +1% | NEW | New buy |
| 10 | ASO | Academy Sports & Outdoors In | +1% | +746.85% | Add |
| 11 | WRBY | Warby Parker Inc-class A | +1% | +86.20% | Add |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +1% | +92.34% | Add |
| 13 | MICC | The Magnum Ice Cream Company N. | +0.9% | +3462.47% | Add |
| 14 | ECL | Ecolab Inc | +0.9% | NEW | New buy |
| 15 | BWA | Borgwarner Inc | +0.9% | NEW | New buy |
| 16 | BIRK | Birkenstock Holding plc | +0.9% | NEW | New buy |
| 17 | TDY | Teledyne Technologies Inc | +0.8% | NEW | New buy |
| 18 | KRMN | Karman Holdings Inc | +0.8% | NEW | New buy |
| 19 | WMT | Walmart Inc | +0.8% | +25900.00% | Add |
| 20 | GIL | Gildan Activewear Inc | +0.8% | NEW | New buy |
| 21 | PAG | Penske Automotive Group Inc | +0.7% | NEW | New buy |
| 22 | ESAB | Esab CORP | +0.6% | NEW | New buy |
| 23 | FTAI | FTAI Aviation Ltd. | +0.6% | +225.84% | Add |
| 24 | PVH | Pvh CORP | +0.6% | NEW | New buy |
| 25 | TXN | Texas Instruments Inc | +0.6% | NEW | New buy |
| 26 | TRN | Trinity Industries Inc | +0.6% | NEW | New buy |
| 27 | AVY | Avery Dennison CORP | +0.6% | NEW | New buy |
| 28 | BXP | Bxp Inc | +0.6% | NEW | New buy |
| 29 | AS | Amer Sports, Inc. | +0.5% | +91.83% | Add |
| 30 | HWM | Howmet Aerospace Inc | +0.5% | NEW | New buy |
| 31 | FOXA | Fox CORP - Class A | +0.5% | +900.65% | Add |
| 32 | DOV | Dover CORP | +0.5% | NEW | New buy |
| 33 | CTVA | Corteva Inc | +0.5% | NEW | New buy |
| 34 | APH | Amphenol Corp-cl A | +0.5% | NEW | New buy |
| 35 | IGV | Ishares Expanded Tech-softwa | +0.5% | +170.33% | Add |
| 36 | CCI | Crown Castle Inc | +0.4% | +1432.21% | Add |
| 37 | WAB | Wabtec CORP | +0.4% | NEW | New buy |
| 38 | MMSI | Merit Medical Systems Inc | +0.4% | NEW | New buy |
| 39 | CGNX | Cognex CORP | +0.4% | NEW | New buy |
| 40 | MSFT | Microsoft CORP | +0.4% | +339.13% | Add |
| 41 | WYNN | Wynn Resorts LTD | +0.4% | +499.39% | Add |
| 42 | EXR | Extra Space Storage Inc | +0.4% | NEW | New buy |
| 43 | STZ | Constellation Brands Inc-a | +0.4% | NEW | New buy |
| 44 | NICE | Nice LTD - Spon Adr | +0.4% | NEW | New buy |
| 45 | ITB | Ishares U.s. Home Constructi | +0.4% | +220.77% | Add |
| 46 | ALNY | Alnylam Pharmaceuticals Inc | +0.4% | +622.48% | Add |
| 47 | EVC | Entravision Communications-a | +0.4% | +558.43% | Add |
| 48 | RRX | Regal Rexnord CORP | +0.4% | NEW | New buy |
| 49 | COMP | Compass Inc - Class A | +0.3% | +70.36% | Add |
| 50 | SKYW | Skywest Inc | +0.3% | NEW | New buy |
1–50 of 200
Filing History
FAQ
What is J. Goldman & Co LP and what type of investor is it?
J. Goldman & Co LP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $3.9B, spread across 684 disclosed positions.
What are J. Goldman & Co LP's largest equity positions?
Based on the latest 13F filing, J. Goldman & Co LP's top holdings by market value are:
1. Sirius Xm Holdings Inc (SIRI) — $88.2M (2.3%)
2. Ishares Russell 2000 ETF (IWM) — $71.0M (1.8%)
3. Autozone Inc (AZO) — $69.6M (1.8%)
4. Invesco Qqq Trust Series 1 (QQQ) — $68.7M (1.8%)
5. Warby Parker Inc-class A (WRBY) — $65.6M (1.7%)
What changes did J. Goldman & Co LP make in its most recent portfolio filing?
In the latest reported quarter, J. Goldman & Co LP made 200 notable position adjustments: 65 new positions were initiated, 39 existing holdings were added to, 51 positions were partially reduced, and 45 were completely exited. The largest of these moves: New buy: Sirius Xm Holdings Inc (SIRI); New buy: Autozone Inc (AZO); Sold out: Eli Lilly & Co (LLY); New buy: Sentinelone Inc -class A (S); Sold out: Carrier Global CORP (CARR)
What sectors does J. Goldman & Co LP focus on?
J. Goldman & Co LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Consumer Discretionary: 25.5%
• Information Technology: 20.7%
• Industrials: 19.6%
• Communication Services: 10.6%
• Real Estate: 6.2%
• Consumer Staples: 6.1%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
J. Goldman & Co LP returned an annualized 9.3% over the trailing 36 months — underperforming the S&P 500 by 12.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.14 (more volatile than the market) and a 28% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading.
Its turnover score has risen from 0 to 100 over the past 4 quarters — a shift toward more active trading.
It has added to its WRBY position over the past two quarters (+$49.9M, now $65.6M), while trimming META over the same stretch (-$87.7M, still holding $21.9M).
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Developer Access
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