Gotham Asset Management, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$16.7B

Holdings

1,655

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,655 positions)

StockValue
SAICSCIENCE APPLICATIONS INTL CO
$12.1B
DCIDONALDSON INC
$12.1B
CZRCAESARS ENTERTAINMENT INC NE
$12.1B
PGPROCTER AND GAMBLE CO
$12.0B
MCHPMICROCHIP TECHNOLOGY INC.
$12.0B
SPGIS&P GLOBAL INC
$12.0B
ROKROCKWELL AUTOMATION INC
$12.0B
UHSUNIVERSAL HLTH SVCS INC
$11.9B
HDHOME DEPOT INC
$11.9B
HUMHUMANA INC
$11.9B
DOVDOVER CORP
$11.9B
COHRCOHERENT CORP
$11.9B
REYNREYNOLDS CONSUMER PRODS INC
$11.8B
LQDISHARES TR
$11.8B
DUOLDUOLINGO INC
$11.8B
COTYCOTY INC
$11.8B
CPBTHE CAMPBELLS COMPANY
$11.8B
KGCKINROSS GOLD CORP
$11.7B
JJACOBS SOLUTIONS INC
$11.7B
BAXBAXTER INTL INC
$11.7B
OTISOTIS WORLDWIDE CORP
$11.7B
LPXLOUISIANA PAC CORP
$11.5B
TFXTELEFLEX INCORPORATED
$11.5B
AAALCOA CORP
$11.5B
MCOMOODYS CORP
$11.5B
CNPCENTERPOINT ENERGY INC
$11.5B
NBIXNEUROCRINE BIOSCIENCES INC
$11.5B
AFWALIGN TECHNOLOGY INC
$11.4B
ETSYETSY INC
$11.4B
BACBANK AMERICA CORP
$11.3B
AJGGALLAGHER ARTHUR J & CO
$11.3B
WSCWILLSCOT HLDGS CORP
$11.3B
VTHRVANGUARD SCOTTSDALE FDS
$11.2B
DHID R HORTON INC
$11.2B
FNDXSCHWAB STRATEGIC TR
$11.2B
CRUSCIRRUS LOGIC INC
$11.1B
AMDADVANCED MICRO DEVICES INC
$11.1B
MSMMSC INDL DIRECT INC
$11.1B
ELSEQUITY LIFESTYLE PPTYS INC
$11.1B
ARANTERO RESOURCES CORP
$11.0B
JHEMJOHN HANCOCK EXCHANGE TRADED
$11.0B
CSXCSX CORP
$10.9B
IPGINTERPUBLIC GROUP COS INC
$10.9B
LEGLEGGETT & PLATT INC
$10.9B
NKENIKE INC
$10.9B
NCNONCINO INC
$10.8B
SNDASONIDA SENIOR LIVING INC
$10.8B
ALAIR LEASE CORP
$10.8B
GWREGUIDEWIRE SOFTWARE INC
$10.7B
ICEINTERCONTINENTAL EXCHANGE IN
$10.7B
PRIPRIMERICA INC
$10.7B
ABTABBOTT LABS
$10.7B
IJRISHARES TR
$10.7B
SGHTSIGHT SCIENCES INC
$10.6B
PEGPUBLIC SVC ENTERPRISE GRP IN
$10.6B
GFSGLOBALFOUNDRIES INC
$10.6B
VIGVANGUARD SPECIALIZED FUNDS
$10.5B
RHCRH PLC
$10.5B
NOVNOV INC
$10.5B
IQVIQVIA HLDGS INC
$10.4B
BLKBLACKROCK INC
$10.4B
CHTRCHARTER COMMUNICATIONS INC N
$10.3B
IAU*ISHARES GOLD TR
$10.3B
LADLITHIA MTRS INC
$10.3B
APTVAPTIV PLC
$10.3B
URIUNITED RENTALS INC
$10.3B
WENWENDYS CO
$10.2B
SWKSTANLEY BLACK & DECKER INC
$10.2B
PLDPROLOGIS INC.
$10.2B
WECWEC ENERGY GROUP INC
$10.1B
NETCLOUDFLARE INC
$10.1B
VVVANGUARD INDEX FDS
$10.0B
IWDISHARES TR
$10.0B
DLTRDOLLAR TREE INC
$10.0B
CHRDCHORD ENERGY CORPORATION
$10.0B
VOOGVANGUARD ADMIRAL FDS INC
$10.0B
HSTHOST HOTELS & RESORTS INC
$10.0B
CRMSALESFORCE INC
$9.9B
CA8ACACI INTL INC
$9.9B
JKHYHENRY JACK & ASSOC INC
$9.9B
NCLHNORWEGIAN CRUISE LINE HLDG L
$9.9B
MRSHMARSH & MCLENNAN COS INC
$9.8B
QLYSQUALYS INC
$9.8B
MRVLMARVELL TECHNOLOGY INC
$9.8B
VICIVICI PPTYS INC
$9.7B
IRMIRON MTN INC DEL
$9.7B
VTVANGUARD INTL EQUITY INDEX F
$9.7B
KOCOCA COLA CO
$9.7B
PKNREVVITY INC
$9.7B
TDCTERADATA CORP DEL
$9.7B
IXUSISHARES TR
$9.6B
KMXCARMAX INC
$9.5B
DTEDTE ENERGY CO
$9.5B
VRTXVERTEX PHARMACEUTICALS INC
$9.5B
DTDYNATRACE INC
$9.5B
INFA1EURINFORMATICA INC
$9.4B
LLOEWS CORP
$9.4B
ACIALBERTSONS COS INC
$9.4B
POSTPOST HLDGS INC
$9.4B
SYYSYSCO CORP
$9.3B
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