J. Goldman & Co LP
SEC Form 13F institutional filer · CIK 0001412741
13F-HR · 131 reported holdings · 2026-03-31
Reported long-US-equity value
$0.86B
Top-10 concentration
34.8%
J. Goldman & Co LP — $857M AUM allocation strategy
J. Goldman & Co LP files SEC Form 13F and reports $857M of long US equity value across 131 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 16.0%, followed by Consumer Discretionary 12.0% and Health Care 5.7%.
The top 10 holdings account for 35% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
J. Goldman & Co LP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$857M
total across 131 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
35% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XLF +405K sh · +$19.1M+$AKAM +97.7K sh · +$11.6M+$GPN +77.1K sh · +$4.76M
Biggest trims (shares)
−$CSX −631K sh · −$22.7M−$EBAY −487K sh · −$42.1M−$BA −221K sh · −$48.1M
Exited to nil (held last quarter, gone now)
$HON ($70.9M last qtr)$RL ($31.2M last qtr)$TDG ($30.5M last qtr)$TJX ($24.5M last qtr)$V ($23.4M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Building Products5.2%—
- Heavy Electrical Equipment4.3%—
- Broadline Retail3.7%—
- Health Care Equipment3.5%—
- Other Specialty Retail3.5%—
- Electronic Equipment & Instruments3.3%—
- Hotels, Resorts & Cruise Lines2.8%—
- Wireless Telecommunication Services2.7%—
- Other holdings71.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $CARR | Carrier Global Corporation | 797K | $44.9M | — | 5.2% |
| $GNRC | Generac Holdlings Inc | 188K | $36.6M | — | 4.3% |
| $AMZN | Amazon.com Inc | 151K | $31.6M | -61.9K | 3.7% |
| $ABT | Abbott Laboratories | 289K | $29.7M | — | 3.5% |
| $TSCO | Tractor Supply Company | 649K | $29.4M | — | 3.4% |
| $ZBRA | Zebra Technologies Corporation | 138K | $28.8M | — | 3.4% |
| $HLT | Hilton Worldwide Holdings Inc | 78.9K | $24M | — | 2.8% |
| $TMUS | T-Mobile US Inc | 109K | $23M | — | 2.7% |
…and 123 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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