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J. Goldman & Co LP

13F filer · CIK 1412741 · New York, NY

Summary
J. Goldman & Co LP reported $3.87B across 684 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are SIRI (2.2%), AZO (1.7%), XLP (1.5%). Versus 2026 Q1, leaving options aside, it opened 177 new positions, added to 86, trimmed 105 and sold out of 158.
Reported value$3.87B
Positions684incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions177
Added86
Trimmed105
Sold out158

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 2.2%Value $86.31MPrice $25.76Shares 2.92MSince Jun 30 -12.80%
Weight 1.7%Value $64.12MPrice $2876Shares 20KSince Jun 30 -10.01%
Weight 1.5%Value $58.09MPrice $81.85Shares 699K +197.00%Since Jun 30 -1.47%
Weight 1.5%Value $56.76MPrice $23.31Shares 3.34MSince Jun 30 +37.36%
Weight 1.4%Value $52.34MPrice $27.47Shares 1.73M +59.51%Since Jun 30 -9.46%
Weight 1.2%Value $47.91MPrice $10.95Shares 4.80M +193.78%Since Jun 30 +9.72%
Weight 1.1%Value $43.70MPrice $30.64Shares 1.70MSince Jun 30 +18.94%
Weight 1.1%Value $42.98MPrice $152.14Shares 311K +69.14%Since Jun 30 +10.13%
Weight 1.1%Value $41.49MPrice $86.78Shares 540KSince Jun 30 +12.88%
Weight 1.1%Value $40.76MPrice $267.07Shares 151KSince Jun 30 -1.26%
Weight 1.0%Value $40.06MPrice $168.49Shares 247KSince Jun 30 +4.06%
Weight 1.0%Value $39.60MPrice $45.14Shares 941K -26.90%Since Jun 30 +7.22%
Weight 1.0%Value $37.93MPrice $375.97Shares 144K +4.49%Since Jun 30 +42.81%
Weight 1.0%Value $37.21MPrice $18.55Shares 2.14M +3462.47%Since Jun 30 +6.55%
Weight 0.9%Value $36.66MPrice $246.67Shares 154K +1.54%Since Jun 30 +3.50%
Weight 0.9%Value $34.94MPrice $277.87Shares 125KSince Jun 30 -0.27%
Weight 0.9%Value $34.75MPrice $120.17Shares 240K +70.93%Since Jun 30 -16.85%
Weight 0.9%Value $33.47MPrice $168.93Shares 124K +225.84%Since Jun 30 -37.56%
Weight 0.8%Value $32.27MPrice $605.59Shares 48KSince Jun 30 -9.19%
Weight 0.8%Value $30.20MPrice $55.47Shares 801K -33.28%Since Jun 30 +47.06%
Weight 0.7%Value $27.56MPrice $60.94Shares 415KSince Jun 30 -8.22%
Weight 0.7%Value $27.49MPrice $105.22Shares 303K +170.33%Since Jun 30 +16.14%
Weight 0.7%Value $26.58MPrice $32.86Shares 533KSince Jun 30 -34.17%
Weight 0.6%Value $24.69MPrice $31.66Shares 638K -18.16%Since Jun 30 -18.19%
Weight 0.6%Value $24.05MPrice $67.60Shares 244KSince Jun 30 -31.46%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

Largest sells in 2026 Q2

ABTABTABBOTT LABORATORIES≈ $29.69MSold
TSCOTSCOTRACTOR SUPPLY CO≈ $29.40MSold
CRCRCRANE COMPANY≈ $26.43MSold
GNRCGNRCGENERAC HLDGS INC≈ $24.36MTrim

Options

Notional value, listed apart from stocks · top 10 of 301

IWMIWMISHARES TRPUT$70.76MTrim
QQQQQQINVESCO QQQ TRPUT$60.46MAdd
ASASAMER SPORTS INCCALL$31.46MAdd
WMTWMTWALMART INCPUT$29.45MAdd
TRNTRNTRINITY INDS INCPUT$22.15MNew
AMZNAMZNAMAZON COM INCCALL$19.54MTrim
MSFTMSFTMICROSOFT CORPCALL$18.65MNew

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR