Gotham Asset Management, LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$5.4B

Holdings

1,324

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (1,324 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$471.5M
GSPYTIDAL ETF TR
$323.6M
IVVISHARES TR
$87.6M
AAPLAPPLE INC
$83.0M
SNOWSNOWFLAKE INC
$77.8M
MSFTMICROSOFT CORP
$71.3M
GOOGLALPHABET INC
$51.9M
GVLUTIDAL ETF TR
$50.1M
AMZNAMAZON COM INC
$44.6M
METAMETA PLATFORMS INC
$35.0M
NVDANVIDIA CORPORATION
$34.9M
AQLTISHARES TR
$31.8M
IEMGISHARES INC
$30.5M
AVGOBROADCOM INC
$28.6M
JNJJOHNSON & JOHNSON
$25.1M
XOMEXXON MOBIL CORP
$22.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$22.1M
BNDVANGUARD BD INDEX FDS
$21.5M
PYPLPAYPAL HLDGS INC
$20.6M
CSCOCISCO SYS INC
$20.1M
CRMSALESFORCE INC
$19.8M
NRANRG ENERGY INC
$18.5M
PHPARKER-HANNIFIN CORP
$17.8M
AMATAPPLIED MATLS INC
$17.6M
CATCATERPILLAR INC
$17.3M
QCOMQUALCOMM INC
$16.4M
GMGENERAL MTRS CO
$16.3M
TAT&T INC
$16.1M
PGPROCTER AND GAMBLE CO
$15.9M
HOLXHOLOGIC INC
$15.9M
MRKMERCK & CO INC
$15.7M
EMREMERSON ELEC CO
$15.2M
DISDISNEY WALT CO
$15.2M
CMCSACOMCAST CORP NEW
$15.1M
VVISA INC
$15.0M
HDHOME DEPOT INC
$14.9M
HLTHILTON WORLDWIDE HLDGS INC
$14.6M
TPRTAPESTRY INC
$14.5M
GENGEN DIGITAL INC
$14.4M
KMBKIMBERLY-CLARK CORP
$14.4M
ADBEADOBE INC
$14.3M
LMTLOCKHEED MARTIN CORP
$13.9M
QLYSQUALYS INC
$13.9M
SJMSMUCKER J M CO
$13.8M
BKNGBOOKING HOLDINGS INC
$13.6M
PNRPENTAIR PLC
$13.4M
BMYBRISTOL-MYERS SQUIBB CO
$13.3M
KOCOCA COLA CO
$13.2M
7HPHP INC
$13.0M
AWMSKYWORKS SOLUTIONS INC
$12.8M
MDLZMONDELEZ INTL INC
$12.7M
LYBLYONDELLBASELL INDUSTRIES N
$12.7M
GEGENERAL ELECTRIC CO
$12.6M
CLFCLEVELAND-CLIFFS INC NEW
$12.6M
MASMASCO CORP
$12.3M
MCDMCDONALDS CORP
$12.3M
BUWABIO RAD LABS INC
$12.1M
JBLJABIL INC
$12.1M
GISGENERAL MLS INC
$12.0M
AMGNAMGEN INC
$11.9M
MPCMARATHON PETE CORP
$11.9M
TMUST-MOBILE US INC
$11.7M
BACVERIZON COMMUNICATIONS INC
$11.6M
RCLROYAL CARIBBEAN GROUP
$11.3M
FDXFEDEX CORP
$11.2M
EXECHESAPEAKE ENERGY CORP
$10.9M
CNCCENTENE CORP DEL
$10.8M
NTAPNETAPP INC
$10.8M
T7DTRANSDIGM GROUP INC
$10.8M
FISVFISERV INC
$10.8M
ORCLORACLE CORP
$10.7M
LINLINDE PLC
$10.7M
BLDRBUILDERS FIRSTSOURCE INC
$10.6M
KVUEKENVUE INC
$10.5M
ADMARCHER DANIELS MIDLAND CO
$10.5M
APPAPPLOVIN CORP
$10.5M
CVNACARVANA CO
$10.5M
GEHCGE HEALTHCARE TECHNOLOGIES I
$10.5M
KDPKEURIG DR PEPPER INC
$10.4M
CFCF INDS HLDGS INC
$10.3M
NFLXNETFLIX INC
$10.2M
BKRBAKER HUGHES COMPANY
$10.2M
DALDELTA AIR LINES INC DEL
$10.2M
WMTWALMART INC
$10.0M
INCYINCYTE CORP
$10.0M
PATHUIPATH INC
$10.0M
ACNACCENTURE PLC IRELAND
$9.9M
NOWSERVICENOW INC
$9.9M
KMIKINDER MORGAN INC DEL
$9.9M
UNHUNITEDHEALTH GROUP INC
$9.9M
JPMJPMORGAN CHASE & CO
$9.9M
CVSCVS HEALTH CORP
$9.8M
APAAPA CORPORATION
$9.7M
GDGENERAL DYNAMICS CORP
$9.7M
TJXTJX COS INC NEW
$9.7M
BROBROWN & BROWN INC
$9.6M
APOAPOLLO GLOBAL MGMT INC
$9.6M
FBINFORTUNE BRANDS INNOVATIONS I
$9.6M
RLRALPH LAUREN CORP
$9.4M
MAMASTERCARD INCORPORATED
$9.4M
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