J. Goldman & Co LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$3.8B
Holdings
400
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (400 positions)
| Stock | Value |
|---|---|
NDQINVESCO QQQ TR | $112.5M |
METAMETA PLATFORMS INC | $109.6M |
MSFTMICROSOFT CORP | $75.7M |
HONHONEYWELL INTL INC | $71.8M |
CMCSACOMCAST CORP NEW | $65.6M |
W3UWESTERN UN CO | $57.5M |
AAPLAPPLE INC | $57.0M |
ARMKARAMARK | $55.8M |
CTRICENTURI HOLDINGS INC | $55.3M |
AMZNAMAZON COM INC | $54.6M |
GAPGAP INC | $50.6M |
EBAEBAY INC. | $50.3M |
BABOEING CO | $49.4M |
SSENTINELONE INC | $48.0M |
VRRMVERRA MOBILITY CORP | $47.5M |
AMGNAMGEN INC | $45.1M |
RIVNRIVIAN AUTOMOTIVE INC | $42.2M |
ITGRINTEGER HLDGS CORP | $40.5M |
MATMATTEL INC | $39.0M |
IWMISHARES TR | $38.5M |
MODMODINE MFG CO | $38.1M |
XBISPDR SERIES TRUST | $37.8M |
SSFSENSIENT TECHNOLOGIES CORP | $35.3M |
RKTROCKET COS INC | $34.1M |
LOWLOWES COS INC | $31.8M |
XLKSELECT SECTOR SPDR TR | $31.3M |
GOOGLALPHABET INC | $30.7M |
T7DTRANSDIGM GROUP INC | $30.5M |
ANDGANDERSEN GROUP INC | $30.1M |
NOWSERVICENOW INC | $28.1M |
XRTSPDR SERIES TRUST | $26.9M |
SHOOMADDEN STEVEN LTD | $26.7M |
VVISA INC | $26.5M |
BIRKBIRKENSTOCK HOLDING PLC | $25.9M |
KWEBKRANESHARES TRUST | $25.7M |
CPCANADIAN PACIFIC KANSAS CITY | $25.6M |
CAPRCAPRICOR THERAPEUTICS INC | $25.2M |
ANFABERCROMBIE & FITCH CO | $25.2M |
UDMYUDEMY INC | $24.8M |
TJXTJX COS INC NEW | $24.5M |
GLOBGLOBANT S A | $24.5M |
JNJJOHNSON & JOHNSON | $24.0M |
CSXCSX CORP | $23.9M |
SCHLSCHOLASTIC CORP | $23.6M |
UPWKUPWORK INC | $22.6M |
BIDUNBAIDU INC | $22.5M |
CUCAAVIS BUDGET GROUP | $22.2M |
SPYSPDR S&P 500 ETF TR | $22.2M |
BFAMBRIGHT HORIZONS FAM SOL IN D | $21.7M |
IBMINTERNATIONAL BUSINESS MACHS | $21.5M |
MSMMSC INDL DIRECT INC | $21.4M |
POOLPOOL CORP | $20.7M |
XLVSELECT SECTOR SPDR TR | $20.7M |
KVYOKLAVIYO INC | $20.6M |
REGNREGENERON PHARMACEUTICALS | $20.3M |
NVDANVIDIA CORPORATION | $20.1M |
XLFISELECT SECTOR SPDR TR | $19.9M |
COSTCOSTCO WHSL CORP NEW | $19.6M |
ALKALASKA AIR GROUP INC | $19.4M |
VRTVERTIV HOLDINGS CO | $19.4M |
MRKMERCK & CO INC | $18.9M |
GMEDGLOBUS MED INC | $17.9M |
GRABGRAB HOLDINGS LIMITED | $17.6M |
PRMBPRIMO BRANDS CORPORATION | $17.4M |
AVGOBROADCOM INC | $17.2M |
GXOGXO LOGISTICS INCORPORATED | $16.9M |
FDXFEDEX CORP | $16.6M |
DBRGDIGITALBRIDGE GROUP INC | $16.5M |
WRBYWARBY PARKER INC | $15.7M |
SITESITEONE LANDSCAPE SUPPLY INC | $15.7M |
COGTCOGENT BIOSCIENCES INC | $15.6M |
IARTINTEGRA LIFESCIENCES HLDGS C | $15.4M |
DSACUDAEDALUS SPL ACQUISITION COR | $14.9M |
WYNNWYNN RESORTS LTD | $14.9M |
ROKUROKU INC | $14.8M |
PCAPPROCAP ACQUISITION CORP | $14.8M |
WHDCACTUS INC | $14.7M |
EVGOEVGO INC | $14.3M |
PAYOPAYONEER GLOBAL INC | $14.3M |
NVONOVO-NORDISK A S | $14.2M |
WULFTERAWULF INC | $14.2M |
SIRISIRIUSXM HOLDINGS INC | $14.2M |
URGNUROGEN PHARMA LTD | $14.0M |
PAYXPAYCHEX INC | $13.9M |
NWAX/UNEW AMER ACQUISITION I CORP | $13.7M |
PKSTPEAKSTONE REALTY TRUST | $13.7M |
DALDELTA AIR LINES INC DEL | $13.6M |
DELLDELL TECHNOLOGIES INC | $13.4M |
NLOPNET LEASE OFFICE PROPERTIES | $13.3M |
APLSAPELLIS PHARMACEUTICALS INC | $13.2M |
ATDATI INC | $13.1M |
TVATEXAS VENTURES ACQUISITION I | $13.0M |
BBYBEST BUY INC | $12.9M |
AWGASBURY AUTOMOTIVE GROUP INC | $12.8M |
MGNIMAGNITE INC | $12.7M |
ODFLOLD DOMINION FREIGHT LINE IN | $12.7M |
SAROSTANDARDAERO INC | $12.6M |
PTENPATTERSON-UTI ENERGY INC | $12.5M |
UPSTUPSTART HLDGS INC | $12.1M |
AMATAPPLIED MATLS INC | $11.8M |
Page 1 of 4Next