Gotham Asset Management, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$27.4B

Holdings

1,719

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,719 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$4.6B
GSPYTIDAL TRUST I
$615.0M
NVDANVIDIA CORPORATION
$550.0M
AAPLAPPLE INC
$424.0M
IVVISHARES TR
$279.0M
AMZNAMAZON COM INC
$229.0M
SNOWSNOWFLAKE INC
$217.0M
SGOVISHARES TR
$179.0M
GOOGLALPHABET INC
$163.0M
VTVVANGUARD INDEX FDS
$146.0M
MSFTMICROSOFT CORP
$138.0M
BILSPDR SERIES TRUST
$128.0M
AVGOBROADCOM INC
$115.0M
VOOVANGUARD INDEX FDS
$113.0M
ABNBAIRBNB INC
$106.0M
GVLUTIDAL TRUST I
$94.0M
AQLTISHARES TR
$88.0M
WDCWESTERN DIGITAL CORP
$87.0M
METAMETA PLATFORMS INC
$87.0M
PLTRPALANTIR TECHNOLOGIES INC
$79.0M
TSLATESLA INC
$74.0M
TPRTAPESTRY INC
$73.0M
NEMNEWMONT CORP
$71.0M
CATCATERPILLAR INC
$70.0M
IEMGISHARES INC
$68.0M
DALDELTA AIR LINES INC DEL
$67.0M
WFRDWEATHERFORD INTL PLC
$66.0M
DUKDUKE ENERGY CORP NEW
$65.0M
MUMICRON TECHNOLOGY INC
$65.0M
IAU*ISHARES GOLD TR
$64.0M
NDQINVESCO QQQ TR
$63.0M
SCCOSOUTHERN COPPER CORP
$63.0M
EXPEEXPEDIA GROUP INC
$62.0M
GOOGALPHABET INC
$61.0M
REGNREGENERON PHARMACEUTICALS
$61.0M
ASTSAST SPACEMOBILE INC
$59.0M
EXEEXPAND ENERGY CORPORATION
$59.0M
FTITECHNIPFMC PLC
$59.0M
LULULULULEMON ATHLETICA INC
$58.0M
NVTNVENT ELECTRIC PLC
$58.0M
BYDBOYD GAMING CORP
$58.0M
NDSNNORDSON CORP
$58.0M
CRLCHARLES RIV LABS INTL INC
$57.0M
CHRCHURCHILL DOWNS INC
$56.0M
APAAPA CORPORATION
$56.0M
GENGEN DIGITAL INC
$55.0M
FOXAFOX CORP
$53.0M
APPAPPLOVIN CORP
$53.0M
SNDKSANDISK CORP
$53.0M
CSCOCISCO SYS INC
$52.0M
RBCRBC BEARINGS INC
$52.0M
ULTAULTA BEAUTY INC
$52.0M
PNRPENTAIR PLC
$51.0M
NTAPNETAPP INC
$51.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$50.0M
LRCXLAM RESEARCH CORP
$50.0M
FIXCOMFORT SYS USA INC
$50.0M
ORIOLD REP INTL CORP
$49.0M
BEPCBROOKFIELD RENEWABLE CORP
$49.0M
EVRGEVERGY INC
$49.0M
DISDISNEY WALT CO
$49.0M
JNJJOHNSON & JOHNSON
$49.0M
GDGENERAL DYNAMICS CORP
$49.0M
SAMBOSTON BEER INC
$48.0M
BIIBBIOGEN INC
$48.0M
VRSNVERISIGN INC
$48.0M
JBLJABIL INC
$48.0M
LSTRLANDSTAR SYS INC
$48.0M
MRKMERCK & CO INC
$47.0M
APHAMPHENOL CORP NEW
$47.0M
AMKRAMKOR TECHNOLOGY INC
$47.0M
OMCOMNICOM GROUP INC
$47.0M
FDSFACTSET RESH SYS INC
$47.0M
PLNTPLANET FITNESS INC
$47.0M
CCKCROWN HLDGS INC
$47.0M
CHRWC H ROBINSON WORLDWIDE INC
$47.0M
CFCF INDS HLDGS INC
$47.0M
JKHYHENRY JACK & ASSOC INC
$47.0M
OXYOCCIDENTAL PETE CORP
$46.0M
GMGENERAL MTRS CO
$45.0M
MTZMASTEC INC
$45.0M
HWMHOWMET AEROSPACE INC
$45.0M
VUGVANGUARD INDEX FDS
$45.0M
MAAMID-AMER APT CMNTYS INC
$45.0M
BKNGBOOKING HOLDINGS INC
$45.0M
DDSDILLARDS INC
$44.0M
AFLAFLAC INC
$44.0M
VTRSVIATRIS INC
$44.0M
TNLTRAVEL PLUS LEISURE CO
$44.0M
3M4MASIMO CORP
$44.0M
PIIPOLARIS INC
$44.0M
PNWPINNACLE WEST CAP CORP
$44.0M
MRSHMARSH & MCLENNAN COS INC
$44.0M
ROKROCKWELL AUTOMATION INC
$44.0M
OCOWENS CORNING NEW
$43.0M
VRSKVERISK ANALYTICS INC
$43.0M
PTCPTC INC
$43.0M
FLOFLOWERS FOODS INC
$43.0M
HASHASBRO INC
$43.0M
XYLXYLEM INC
$42.0M
Page 1 of 18Next