J. Goldman & Co LP

13F filer · CIK 0001412741

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$3.87BU.S. long equity reported on 13F

Positions359170 new · 148 closed

Net flow last quarter+$286MBuys minus sells

Top 10 positions weight13.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026359 positions
SIRISirius XM Holdings Inc.	$86.3M	2.23%	0.87%	Not reported	Q1 2018
AZOAutozone Inc	$64.1M	1.66%	0.12%	Not reported	Q3 2017
SSentinelOne, Inc.	$56.8M	1.47%	Not reported	Not reported	Q1 2025
WRBYWarby Parker Inc.	$52.3M	1.35%	1.52%	+59.5%	Q3 2023
GOGrocery Outlet Holding Corp.	$47.9M	1.24%	4.85%	+193.8%	Q3 2020
DXYZDestiny Tech100 Inc.	$43.7M	1.13%	Not reported	New	Q2 2026
ROKURoku, Inc	$43M	1.11%	0.21%	+69.1%	Q1 2018
OLLIOllie's Bargain Outlet Holdings, Inc.	$41.5M	1.07%	0.89%	Not reported	Q3 2015
ITWIllinois Tool Works Inc	$40.8M	1.05%	0.05%	New	Q2 2026
MMM3m Co	$40.1M	1.03%	0.05%	Not reported	Q1 2014
SHOOSteven Madden, Ltd.	$39.6M	1.02%	1.29%	-26.9%	Q1 2014
ZBRAZebra Technologies Corp	$37.9M	0.98%	0.30%	+4.5%	Q1 2021
MICCMagnum Ice Cream Co N.V.	$37.2M	0.96%	0.35%	+3462.5%	Q1 2026
AMZNAmazon Com Inc	$36.7M	0.95%	0.00%	+1.5%	Q1 2014
ECLEcolab Inc.	$34.9M	0.90%	0.04%	New	Q2 2026
RHLDResolute Holdings Management, Inc.	$34.7M	0.90%	3.07%	+70.9%	Q4 2025
FTAIFTAI Aviation Ltd.	$33.5M	0.86%	0.12%	+225.8%	Q4 2022
TDYTeledyne Technologies Inc	$32.3M	0.83%	0.10%	Not reported	Q2 2021
ANDGAndersen Group Inc.	$30.2M	0.78%	Not reported	-33.3%	Q4 2025
BWABorgwarner Inc	$27.6M	0.71%	0.20%	Not reported	Q2 2016
KRMNKarman Holdings Inc.	$26.6M	0.69%	0.40%	New	Q2 2026
COGTCogent Biosciences, Inc.	$24.7M	0.64%	0.37%	-18.2%	Q4 2025
ESABESAB Corp	$24M	0.62%	0.40%	Not reported	Q1 2025
REGRegency Centers Corp	$23.1M	0.60%	0.16%	+23.8%	Q1 2026
AEOAmerican Eagle Outfitters Inc	$23M	0.59%	0.80%	-3.6%	Q1 2015
FOXAFox Corp	$22.8M	0.59%	43776500.00%	+900.7%	Q1 2026
AXONAxon Enterprise, Inc.	$22.5M	0.58%	0.05%	-14.6%	Q1 2022
ASOAcademy Sports & Outdoors, Inc.	$22.3M	0.58%	0.76%	+531.7%	Q3 2021
URBNUrban Outfitters Inc	$21.8M	0.56%	0.36%	+20.8%	Q3 2018
PAGPenske Automotive Group, Inc.	$21.8M	0.56%	0.19%	Not reported	Q4 2017
AVYAvery Dennison Corp	$21.5M	0.55%	0.17%	New	Q2 2026
HWMHowmet Aerospace Inc.	$20.7M	0.53%	0.02%	Not reported	Q2 2023
CTRICenturi Holdings, Inc.	$20.3M	0.52%	0.66%	-51.5%	Q2 2025
DOVDOVER Corp	$20.2M	0.52%	0.07%	Not reported	Q3 2016
CTVACorteva, Inc.	$20M	0.52%	0.04%	Not reported	Q4 2022
APHAmphenol Corp	$19.5M	0.50%	0.01%	New	Q2 2026
BRXBrixmor Property Group Inc.	$18.7M	0.48%	0.19%	+28.5%	Q1 2026
TXNTexas Instruments Inc	$18.6M	0.48%	0.01%	Not reported	Q4 2019
GNRCGenerac Holdings Inc.	$18.4M	0.48%	0.11%	-66.5%	Q4 2020
PVHPVH Corp.	$18.1M	0.47%	0.53%	Not reported	Q2 2013
REZIResideo Technologies, Inc.	$18M	0.46%	0.38%	+34.0%	Q4 2018
GNEGenie Energy Ltd.	$17.9M	0.46%	Not reported	+40.8%	Q4 2021
GILGildan Activewear Inc.	$17.8M	0.46%	0.19%	New	Q2 2026
WYNNWynn Resorts Ltd	$17.6M	0.46%	0.18%	Not reported	Q2 2013
COMPCompass, Inc.	$17.5M	0.45%	0.19%	+39.8%	Q4 2021
ASAmer Sports, Inc.	$17.3M	0.45%	0.09%	+215.2%	Q1 2026
WABWestinghouse Air Brake Technologies Corp	$17.1M	0.44%	0.04%	Not reported	Q2 2014
MMSIMerit Medical Systems Inc	$16.8M	0.43%	0.41%	Not reported	Q2 2014
CGNXCognex Corp	$16.5M	0.43%	0.14%	Not reported	Q2 2024
SNDASonida Senior Living, Inc.	$16.3M	0.42%	0.84%	-27.4%	Q4 2025

Q1 2026Reported May 15, 2026337 positions
CARRCARRIER GLOBAL Corp	$44.9M	1.30%	0.10%	Not reported	Q1 2025
SHOOSteven Madden, Ltd.	$43.7M	1.27%	1.76%	+100.8%	Q1 2014
CTRICenturi Holdings, Inc.	$40.4M	1.17%	1.37%	-36.9%	Q2 2025
GNRCGenerac Holdings Inc.	$36.6M	1.06%	0.32%	Not reported	Q4 2020
ANDGAndersen Group Inc.	$32.6M	0.95%	Not reported	+3.5%	Q4 2025
AMZNAmazon Com Inc	$31.6M	0.92%	0.00%	-29.0%	Q1 2014
COGTCogent Biosciences, Inc.	$30M	0.87%	0.46%	+77.5%	Q4 2025
ABTAbbott Laboratories	$29.7M	0.86%	0.02%	Not reported	Q3 2016
TSCOTractor Supply Co	$29.4M	0.85%	0.12%	Not reported	Q2 2024
ZBRAZebra Technologies Corp	$28.8M	0.84%	0.28%	Not reported	Q1 2021
CRCrane Co	$26.4M	0.77%	0.27%	+525.9%	Q2 2023
GXOGXO Logistics, Inc.	$24.2M	0.70%	0.41%	+44.8%	Q3 2021
HLTHilton Worldwide Holdings Inc.	$24M	0.70%	0.03%	Not reported	Q2 2014
AEOAmerican Eagle Outfitters Inc	$23.2M	0.67%	0.83%	Not reported	Q1 2015
TMUST-Mobile US, Inc.	$23M	0.67%	0.01%	Not reported	Q1 2016
RHLDResolute Holdings Management, Inc.	$22.8M	0.66%	1.70%	+445.3%	Q4 2025
WRBYWarby Parker Inc.	$22.8M	0.66%	0.96%	+75.0%	Q3 2023
VSXYVictoria's Secret & Co.	$22.5M	0.65%	0.60%	Not reported	Q2 2024
ALSNAllison Transmission Holdings Inc	$21.3M	0.62%	0.22%	Not reported	Q4 2024
GLNGGolar LNG Ltd	$20.1M	0.59%	0.37%	+1280.1%	Q2 2013
AXONAxon Enterprise, Inc.	$20M	0.58%	0.06%	+8839.3%	Q1 2022
SAROStandardAero, Inc.	$19.9M	0.58%	0.23%	+75.7%	Q1 2025
WUWestern Union CO	$19.7M	0.57%	0.72%	-43.2%	Q2 2021
LLYELI LILLY & Co	$19.5M	0.57%	0.00%	Not reported	Q3 2019
OUTOUTFRONT Media Inc.	$19.2M	0.56%	0.41%	Not reported	Q1 2019
EXPDExpeditors International of Washington Inc	$18.9M	0.55%	0.10%	Not reported	Q2 2013
AVGOBroadcom Inc.	$18.7M	0.54%	0.00%	+159.0%	Q4 2016
ARDXArdelyx, Inc.	$18M	0.52%	1.21%	+84.9%	Q4 2019
GMGeneral Motors Co	$17.8M	0.52%	0.03%	Not reported	Q3 2013
SNDASonida Senior Living, Inc.	$17.8M	0.52%	1.16%	+230.7%	Q4 2025
REGRegency Centers Corp	$17.7M	0.52%	0.13%	New	Q1 2026
IONSIonis Pharmaceuticals Inc	$17.7M	0.51%	0.14%	+247.8%	Q1 2024
NPKNational Presto Industries Inc	$17.5M	0.51%	1.78%	+20.5%	Q4 2024
ROKURoku, Inc	$17.4M	0.51%	0.12%	+71.6%	Q1 2018
TSNTyson Foods, Inc.	$17.2M	0.50%	Not reported	Not reported	Q4 2021
URGNUroGen Pharma Ltd.	$16.9M	0.49%	1.93%	+82.9%	Q4 2025
IEXIdex Corp	$16.6M	0.48%	0.12%	New	Q1 2026
CAPRCapricor Therapeutics, Inc.	$16.5M	0.48%	0.94%	-9.1%	Q3 2025
URBNUrban Outfitters Inc	$16.2M	0.47%	0.30%	Not reported	Q3 2018
GLPIGaming & Leisure Properties, Inc.	$16.1M	0.47%	0.13%	Not reported	Q2 2014
SPOTSpotify Technology S.A.	$15.8M	0.46%	0.02%	Not reported	Q2 2018
ECHOEchoStar CORP	$14.6M	0.42%	0.26%	+143.7%	Q2 2021
REZIResideo Technologies, Inc.	$14.5M	0.42%	0.29%	+33.5%	Q4 2018
FPSForgent Power Solutions, Inc.	$14.4M	0.42%	Not reported	New	Q1 2026
METAMeta Platforms, Inc.	$14.4M	0.42%	Not reported	Not reported	Q1 2014
PCAPProCap Acquisition Corp	$14.4M	0.42%	Not reported	-2.5%	Q3 2025
CROXCrocs, Inc.	$14.2M	0.41%	0.34%	Not reported	Q2 2023
NCLHNorwegian Cruise Line Holdings Ltd.	$14M	0.41%	0.16%	Not reported	Q2 2013
BRXBrixmor Property Group Inc.	$13.3M	0.39%	0.15%	New	Q1 2026
CRICarters Inc	$13.1M	0.38%	1.01%	Not reported	Q3 2024

Q4 2025Reported Feb 17, 2026294 positions
MSFTMicrosoft Corp	$75.7M	1.99%	0.00%	-26.3%	Q4 2016
HONHoneywell International Inc	$70.9M	1.87%	0.06%	Not reported	Q2 2014
ARMKAramark	$55.8M	1.47%	0.58%	Not reported	Q1 2015
CTRICenturi Holdings, Inc.	$55.3M	1.46%	2.18%	-12.7%	Q2 2025
BABoeing Co	$49.4M	1.30%	0.02%	Not reported	Q3 2014
AMZNAmazon Com Inc	$49.2M	1.30%	0.00%	+18.0%	Q1 2014
EBAYEbay Inc	$48.1M	1.27%	0.12%	+2869.8%	Q2 2013
GAPGap Inc	$45.5M	1.20%	0.48%	+2.6%	Q4 2013
ITGRInteger Holdings Corp	$40.5M	1.07%	1.50%	New	Q4 2025
MODModine Manufacturing Co	$38.1M	1.00%	0.54%	+31.4%	Q3 2023
WUWestern Union CO	$37M	0.97%	1.26%	Not reported	Q2 2021
VRRMVERRA MOBILITY Corp	$35.7M	0.94%	1.04%	+90.9%	Q2 2021
SXTSensient Technologies Corp	$35.3M	0.93%	0.89%	New	Q4 2025
LOWLowes Companies Inc	$31.8M	0.84%	0.02%	Not reported	Q1 2023
MATMattel Inc	$31.2M	0.82%	0.51%	+266.4%	Q4 2017
TDGTransDigm Group INC	$30.5M	0.80%	0.04%	Not reported	Q3 2024
ANDGAndersen Group Inc.	$30.1M	0.79%	Not reported	New	Q4 2025
GOOGLAlphabet Inc.	$27.3M	0.72%	0.00%	Not reported	Q3 2015
SSentinelOne, Inc.	$27.1M	0.71%	Not reported	Not reported	Q1 2025
RKTRocket Companies, Inc.	$26.9M	0.71%	Not reported	-47.3%	Q4 2020
SHOOSteven Madden, Ltd.	$26.7M	0.70%	0.88%	-51.4%	Q1 2014
CPCanadian Pacific Kansas City Ltd	$25.6M	0.67%	0.04%	Not reported	Q1 2014
UDMYUdemy, Inc.	$24.8M	0.65%	2.93%	+175.3%	Q2 2024
TJXTJX Companies Inc	$24.5M	0.64%	0.01%	Not reported	Q2 2017
GLOBGlobant S.A.	$24.4M	0.64%	0.85%	Not reported	Q3 2014
CSXCSX Corp	$23.9M	0.63%	0.04%	+129.2%	Q4 2013
SCHLScholastic Corp	$23.6M	0.62%	3.24%	+4.1%	Q4 2020
VVisa Inc.	$23.4M	0.62%	0.00%	Not reported	Q3 2013
BFAMBright Horizons Family Solutions Inc.	$21.7M	0.57%	0.38%	New	Q4 2025
IBMInternational Business Machines Corp	$21.5M	0.57%	0.01%	+1197.8%	Q2 2013
MSMMSC Industrial Direct Co Inc	$21.4M	0.56%	0.46%	New	Q4 2025
POOLPool Corp	$20.7M	0.55%	0.25%	Not reported	Q2 2020
KVYOKlaviyo, Inc.	$20.6M	0.54%	Not reported	+53.6%	Q3 2025
NVDANvidia Corp	$20.1M	0.53%	0.00%	+66.7%	Q1 2015
COSTCostco Wholesale Corp	$19.6M	0.51%	0.01%	Not reported	Q3 2016
ALKAlaska Air Group, Inc.	$19.4M	0.51%	0.33%	Not reported	Q1 2016
VRTVertiv Holdings Co	$19.4M	0.51%	0.03%	Not reported	Q1 2025
CMCSAComcast Corp	$19.1M	0.50%	0.02%	Not reported	Q2 2016
GMEDGlobus Medical Inc	$17.9M	0.47%	0.15%	-79.9%	Q3 2014
GRABGrab Holdings Ltd	$17.6M	0.46%	Not reported	+4307.5%	Q4 2021
CAPRCapricor Therapeutics, Inc.	$17.2M	0.45%	1.04%	+23.5%	Q3 2025
GXOGXO Logistics, Inc.	$16.9M	0.45%	0.28%	Not reported	Q3 2021
FDXFedex Corp	$16.6M	0.44%	0.02%	Not reported	Q2 2014
SITESiteOne Landscape Supply, Inc.	$15.7M	0.41%	0.28%	-60.1%	Q4 2022
COGTCogent Biosciences, Inc.	$15.6M	0.41%	0.27%	New	Q4 2025
IARTIntegra Lifesciences Holdings Corp	$15.4M	0.41%	1.60%	+30.8%	Q2 2020
BIRKBirkenstock Holding plc	$15.3M	0.40%	0.20%	+97.0%	Q3 2024
DSACUDaedalus Special Acquisition Corp.	$14.9M	0.39%	Not reported	New	Q4 2025
WHDCactus, Inc.	$14.7M	0.39%	0.43%	New	Q4 2025
PCAPProCap Acquisition Corp	$14.6M	0.39%	Not reported	+14.1%	Q3 2025

Q3 2025Reported Nov 14, 2025239 positions
MSFTMicrosoft Corp	$110M	2.76%	0.00%	Not reported	Q4 2016
METAMeta Platforms, Inc.	$81.8M	2.05%	Not reported	+385.4%	Q1 2014
SBACSba Communications Corp	$62.2M	1.56%	0.30%	Not reported	Q1 2024
GMGeneral Motors Co	$58.4M	1.47%	0.10%	Not reported	Q3 2013
GMEDGlobus Medical Inc	$58.4M	1.47%	0.75%	+61.4%	Q3 2014
CTRICenturi Holdings, Inc.	$53.1M	1.33%	2.83%	+78.6%	Q2 2025
RKTRocket Companies, Inc.	$51M	1.28%	Not reported	+771.2%	Q4 2020
SHOOSteven Madden, Ltd.	$44.1M	1.11%	1.81%	+15.1%	Q1 2014
TFXTeleflex Inc	$41.5M	1.04%	0.77%	+50.8%	Q1 2025
CATCaterpillar Inc	$40.9M	1.03%	0.02%	Not reported	Q2 2015
SITESiteOne Landscape Supply, Inc.	$40.6M	1.02%	0.71%	+85.5%	Q4 2022
GOGrocery Outlet Holding Corp.	$40M	1.00%	2.54%	+103.8%	Q3 2020
NWSANews Corp	$39.9M	1.00%	0.22%	Not reported	Q4 2024
AMZNAmazon Com Inc	$39.7M	1.00%	0.00%	-66.0%	Q1 2014
SPOTSpotify Technology S.A.	$39.4M	0.99%	0.03%	+3907.7%	Q2 2018
AVGOBroadcom Inc.	$38.7M	0.97%	0.00%	Not reported	Q4 2016
GAPGap Inc	$37M	0.93%	0.47%	+492.1%	Q4 2013
OMCOmnicom Group Inc.	$37M	0.93%	0.23%	-22.8%	Q2 2025
SPHRSphere Entertainment Co.	$36.8M	0.93%	Not reported	Not reported	Q2 2024
TGTTarget Corp	$33M	0.83%	0.08%	Not reported	Q2 2017
FTAIFTAI Aviation Ltd.	$30.9M	0.78%	0.18%	-54.4%	Q4 2022
MODModine Manufacturing Co	$30.9M	0.78%	0.41%	-38.9%	Q3 2023
NXSTNexstar Media Group, Inc.	$28.3M	0.71%	0.47%	-20.7%	Q1 2025
ECHOEchoStar CORP	$25.7M	0.65%	0.71%	Not reported	Q2 2021
FWRDForward Air Corp	$24.5M	0.62%	3.06%	+3.2%	Q2 2021
GLNGGolar LNG Ltd	$23.1M	0.58%	0.55%	-62.1%	Q2 2013
EVGOEVgo Inc.	$23M	0.58%	1837.46%	-1.2%	Q2 2024
MGNIMagnite, Inc.	$22.4M	0.56%	0.72%	+70.4%	Q4 2022
ANGIAngi Inc.	$22.4M	0.56%	Not reported	+2.7%	Q3 2020
PYPLPayPal Holdings, Inc.	$21.7M	0.55%	0.03%	-71.7%	Q4 2015
SWSmurfit Westrock plc	$21.4M	0.54%	0.10%	+36.0%	Q3 2024
KMXCarmax Inc	$21.1M	0.53%	0.32%	+2469.7%	Q4 2022
SCHLScholastic Corp	$21M	0.53%	3.15%	+13.9%	Q4 2020
GILDGilead Sciences, Inc.	$20.9M	0.53%	0.02%	+45.5%	Q1 2017
VRRMVERRA MOBILITY Corp	$20.6M	0.52%	0.52%	-26.5%	Q2 2021
AMGNAmgen Inc	$20.5M	0.52%	0.01%	Not reported	Q2 2022
DISWalt Disney Co	$20.5M	0.52%	0.01%	Not reported	Q3 2013
UNFIUnited Natural Foods Inc	$20.3M	0.51%	0.89%	-28.7%	Q2 2024
RRXRegal Rexnord Corp	$19.5M	0.49%	0.21%	+4.8%	Q2 2024
BLNDBlend Labs, Inc.	$19.5M	0.49%	2.05%	-23.2%	Q3 2022
TRSTrimas Corp	$18.6M	0.47%	1.19%	+115.8%	Q2 2025
REZIResideo Technologies, Inc.	$18.3M	0.46%	0.28%	-10.5%	Q4 2018
LMTLockheed Martin Corp	$18.2M	0.46%	0.02%	Not reported	Q4 2018
AMATApplied Materials Inc	$18.1M	0.46%	0.01%	Not reported	Q1 2015
NLOPNet Lease Office Properties	$17.8M	0.45%	4.06%	+9.3%	Q4 2023
PCRXPacira BioSciences, Inc.	$17.2M	0.43%	1.56%	+1.9%	Q3 2017
GRDNGuardian Pharmacy Services, Inc.	$17.2M	0.43%	Not reported	-63.2%	Q3 2024
LRCXLam Research Corp	$16.6M	0.42%	0.01%	Not reported	Q2 2013
VSXYVictoria's Secret & Co.	$16.3M	0.41%	0.75%	+441.0%	Q2 2024
TOSTToast, Inc.	$15.7M	0.40%	0.20%	+1341.2%	Q2 2023

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