J. Goldman & Co LP: 13F holdings

CIK 14127412026Q2

Positions518
Reported value$3.9bn
Filed2026-08-14

Top 10 holdings

SecuritySharesValueWeight
SIRI SIRIUSXM HOLDINGS INC2,921,651$86.3m2.2%
AZO AUTOZONE INC20,063$64.1m1.7%
XLP SELECT SECTOR SPDR TR699,308$58.1m1.5%
S SENTINELONE INC3,344,503$56.8m1.5%
WRBY WARBY PARKER INC1,725,022$52.3m1.4%
GO GROCERY OUTLET HLDG CORP4,800,748$47.9m1.2%
DESTINY TECH100 INC1,696,549$43.7m1.1%
ROKU ROKU INC311,109$43.0m1.1%
OLLI OLLIES BARGAIN OUTLET HLDGS539,728$41.5m1.1%
ITW ILLINOIS TOOL WKS INC150,711$40.8m1.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1412741")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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