Gotham Asset Management, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$23.0T

Holdings

1,676

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (1,676 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
5,618,281$3.7T16.29%
2
GSPYTIDAL TRUST I
16,717,588$612.1B2.66%
3
NVDANVIDIA CORPORATION
2,863,109$534.2B2.33%
4
AAPLAPPLE INC
1,428,976$363.9B1.58%
5
IVVISHARES TR
382,840$256.2B1.12%
6
SNOWSNOWFLAKE INC
956,539$215.7B0.94%
7
AMZNAMAZON COM INC
978,948$214.9B0.94%
8
SGOVISHARES TR
1,552,170$156.3B0.68%
9
MSFTMICROSOFT CORP
281,906$146.0B0.64%
10
GOOGLALPHABET INC
503,253$122.3B0.53%
11
AVGOBROADCOM INC
321,298$106.0B0.46%
12
GVLUTIDAL TRUST I
3,826,950$97.6B0.42%
13
VOOVANGUARD INDEX FDS
158,139$96.8B0.42%
14
METAMETA PLATFORMS INC
111,755$82.1B0.36%
15
AQLTISHARES TR
881,994$77.0B0.34%
16
PLTRPALANTIR TECHNOLOGIES INC
409,309$74.7B0.33%
17
TSLATESLA INC
157,648$70.1B0.31%
18
TPRTAPESTRY INC
600,217$68.0B0.30%
19
WDCWESTERN DIGITAL CORP
531,734$63.8B0.28%
20
NDQINVESCO QQQ TR
103,080$61.9B0.27%
21
NEMNEWMONT CORP
715,994$60.4B0.26%
22
APPAPPLOVIN CORP
81,703$58.7B0.26%
23
IEMGISHARES INC
888,353$58.6B0.25%
24
CATCATERPILLAR INC
116,589$55.6B0.24%
25
WFRDWEATHERFORD INTL PLC
785,828$53.8B0.23%
26
PKGPACKAGING CORP AMER
239,642$52.2B0.23%
27
BRK/BBERKSHIRE HATHAWAY INC DEL
103,244$51.9B0.23%
28
SCCOSOUTHERN COPPER CORP
422,965$51.3B0.22%
29
NVTNVENT ELECTRIC PLC
510,813$50.4B0.22%
30
MUMICRON TECHNOLOGY INC
298,570$50.0B0.22%
31
MRKMERCK & CO INC
592,307$49.7B0.22%
32
CRLCHARLES RIV LABS INTL INC
315,755$49.4B0.22%
33
NTAPNETAPP INC
414,995$49.2B0.21%
34
VVISA INC
143,375$48.9B0.21%
35
ZBRAZEBRA TECHNOLOGIES CORPORATI
164,375$48.8B0.21%
36
NFGNATIONAL FUEL GAS CO
521,928$48.2B0.21%
37
NDSNNORDSON CORP
209,020$47.4B0.21%
38
CSCOCISCO SYS INC
692,365$47.4B0.21%
39
REGNREGENERON PHARMACEUTICALS
84,230$47.4B0.21%
40
DISDISNEY WALT CO
410,402$47.0B0.20%
41
CMECME GROUP INC
173,236$46.8B0.20%
42
BROBROWN & BROWN INC
496,186$46.5B0.20%
43
AWMSKYWORKS SOLUTIONS INC
600,530$46.2B0.20%
44
OCOWENS CORNING NEW
325,866$46.1B0.20%
45
GDGENERAL DYNAMICS CORP
135,049$46.1B0.20%
46
JBLJABIL INC
209,485$45.5B0.20%
47
SAMBOSTON BEER INC
213,266$45.1B0.20%
48
MTZMASTEC INC
211,350$45.0B0.20%
49
BYDBOYD GAMING CORP
512,095$44.3B0.19%
50
GOOGALPHABET INC
181,105$44.1B0.19%
51
PIIPOLARIS INC
753,804$43.8B0.19%
52
HOLXHOLOGIC INC
639,921$43.2B0.19%
53
EXEEXPAND ENERGY CORPORATION
404,517$43.0B0.19%
54
PNRPENTAIR PLC
387,143$42.9B0.19%
55
WEXWEX INC
270,964$42.7B0.19%
56
EVRGEVERGY INC
560,551$42.6B0.19%
57
GENGEN DIGITAL INC
1,500,597$42.6B0.19%
58
CPRTCOPART INC
944,876$42.5B0.18%
59
CRWDCROWDSTRIKE HLDGS INC
85,299$41.8B0.18%
60
FOXAFOX CORP
657,647$41.5B0.18%
61
HWMHOWMET AEROSPACE INC
211,111$41.4B0.18%
62
ASTSAST SPACEMOBILE INC
843,738$41.4B0.18%
63
DDSDILLARDS INC
66,519$40.9B0.18%
64
STESTERIS PLC
163,857$40.5B0.18%
65
CRSCARPENTER TECHNOLOGY CORP
165,122$40.5B0.18%
66
ADPAUTOMATIC DATA PROCESSING IN
137,130$40.2B0.18%
67
AMKRAMKOR TECHNOLOGY INC
1,413,719$40.1B0.17%
68
GNRCGENERAC HLDGS INC
239,173$40.0B0.17%
69
RBCRBC BEARINGS INC
102,438$40.0B0.17%
70
ULTAULTA BEAUTY INC
73,076$40.0B0.17%
71
CHRCHURCHILL DOWNS INC
410,406$39.8B0.17%
72
VUGVANGUARD INDEX FDS
82,900$39.8B0.17%
73
OGNORGANON & CO
3,713,204$39.7B0.17%
74
THOTHOR INDS INC
381,095$39.5B0.17%
75
APHAMPHENOL CORP NEW
319,310$39.5B0.17%
76
JNJJOHNSON & JOHNSON
213,036$39.5B0.17%
77
EMEEMCOR GROUP INC
60,803$39.5B0.17%
78
BKNGBOOKING HOLDINGS INC
7,310$39.5B0.17%
79
VTIVANGUARD INDEX FDS
119,958$39.4B0.17%
80
CDNSCADENCE DESIGN SYSTEM INC
111,882$39.3B0.17%
81
7HPHP INC
1,441,210$39.2B0.17%
82
NFLXNETFLIX INC
32,655$39.2B0.17%
83
SSNCSS&C TECHNOLOGIES HLDGS INC
437,837$38.9B0.17%
84
GNTXGENTEX CORP
1,361,319$38.5B0.17%
85
GILDGILEAD SCIENCES INC
345,897$38.4B0.17%
86
APAAPA CORPORATION
1,578,720$38.3B0.17%
87
REYNREYNOLDS CONSUMER PRODS INC
1,558,361$38.1B0.17%
88
ELVELEVANCE HEALTH INC FORMERLY
117,407$37.9B0.17%
89
BIIBBIOGEN INC
270,498$37.9B0.16%
90
FFIVF5 INC
116,311$37.6B0.16%
91
PFEPFIZER INC
1,472,086$37.5B0.16%
92
DALDELTA AIR LINES INC DEL
659,065$37.4B0.16%
93
VTVVANGUARD INDEX FDS
200,000$37.3B0.16%
94
OXYOCCIDENTAL PETE CORP
789,051$37.3B0.16%
95
FERGFERGUSON ENTERPRISES INC
165,281$37.1B0.16%
96
NEUNEWMARKET CORP
44,610$36.9B0.16%
97
PLNTPLANET FITNESS INC
355,809$36.9B0.16%
98
AGGISHARES TR
366,824$36.8B0.16%
99
RSGREPUBLIC SVCS INC
159,333$36.6B0.16%
100
APOAPOLLO GLOBAL MGMT INC
274,303$36.6B0.16%
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