1y return+27.7%S&P 500 +20.9%
3y return+73.9%S&P 500 +68.5%
5y return+56.9%S&P 500 +74.5%
10y return+324.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $424 against $357 in the S&P 500.2
J. Goldman & Co LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SIRISiriusxm Holdings Inc | $86.3M | 3.0% | New |
| AZOAutozone Inc | $64.1M | 2.3% | New |
| XLPSelect Sector Spdr Tr | $58.1M | 2.0% | +197.0% |
| SSentinelone Inc | $56.8M | 2.0% | New |
| WRBYWarby Parker Inc | $52.3M | 1.8% | +59.5% |
| GOGrocery Outlet Hldg Corp | $47.9M | 1.7% | +193.8% |
| DXYZDestiny Tech100 Inc | $43.7M | 1.5% | New |
| ROKURoku Inc | $43.0M | 1.5% | +69.1% |
| OLLIOllies Bargain Outlet Hldgs | $41.5M | 1.5% | New |
| ITWIllinois Tool Wks Inc | $40.8M | 1.4% | New |
| MMM3m Co | $40.1M | 1.4% | New |
| SHOOMadden Steven Ltd | $39.6M | 1.4% | −26.9% |
| ZBRAZebra Technologies Corporati | $37.9M | 1.3% | +4.5% |
| Magnum Ice Cream Co NvCUSIP N5505D105 | $37.2M | 1.3% | +3462.5% |
| AMZNAmazon Com Inc | $36.7M | 1.3% | +1.5% |
| ECLEcolab Inc | $34.9M | 1.2% | New |
| RHLDResolute Hldgs Mgmt Inc | $34.7M | 1.2% | +70.9% |
| Ftai Aviation LtdCUSIP G3730V105 | $33.5M | 1.2% | +225.8% |
| TDYTeledyne Technologies Inc | $32.3M | 1.1% | New |
| ANDGAndersen Group Inc | $30.2M | 1.1% | −33.3% |
| BWABorgwarner Inc | $27.6M | 1.0% | New |
| IGVIshares Tr | $27.5M | 1.0% | +170.3% |
| KRMNKarman Hldgs Inc | $26.6M | 0.9% | New |
| COGTCogent Biosciences Inc | $24.7M | 0.9% | −18.2% |
| ESABEsab Corporation | $24.0M | 0.8% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Ftai Aviation LtdCUSIP G3730V105 | December 31, 2022 | +1480.2% | $33.5M |
| ROKURoku Inc | September 30, 2024 | +85.0% | $43.0M |
| SHOOMadden Steven Ltd | June 30, 2025 | +75.6% | $39.6M |
| AMZNAmazon Com Inc | March 31, 2022 | +46.2% | $36.7M |
| ANDGAndersen Group Inc | December 31, 2025 | +45.5% | $30.2M |
| GOGrocery Outlet Hldg Corp | March 31, 2026 | +41.6% | $47.9M |
| WRBYWarby Parker Inc | December 31, 2025 | +39.2% | $52.3M |
| CTRICenturi Holdings Inc | June 30, 2025 | +34.8% | $20.3M |
| ZBRAZebra Technologies Corporati | March 31, 2026 | +25.9% | $37.9M |
| Magnum Ice Cream Co NvCUSIP N5505D105 | March 31, 2026 | +16.5% | $37.2M |
Sold off last quarter
- CARRCarrier Global Corporation was $44.9M
- ABTAbbott Laboratories was $29.7M
- TSCOTractor Supply Co was $29.4M
- CRCrane Company was $26.4M
- GXOGxo Logistics Incorporated was $24.2M
- VSXYVictorias Secret And Co was $22.5M
- SAROStandardaero Inc was $19.9M
- WUWestern Un Co was $19.7M
- LLYEli Lilly & Co was $19.5M
- TSNTyson Foods Inc was $17.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.0% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +4.5% | +2.4% |
| September 30, 2025 | +8.7% | +7.8% |
| June 30, 2025 | +10.2% | +10.5% |
| March 31, 2025 | −9.9% | −4.6% |
| December 31, 2024 | +6.0% | +2.1% |
| September 30, 2024 | +7.6% | +5.4% |
| June 30, 2024 | −0.7% | +4.0% |
| March 31, 2024 | +8.5% | +10.0% |
| December 31, 2023 | +15.4% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +7.7% | +8.3% |
| March 31, 2023 | +15.0% | +7.0% |
| December 31, 2022 | +3.6% | +7.1% |
| September 30, 2022 | −0.4% | −5.3% |
| June 30, 2022 | −14.7% | −16.5% |
| March 31, 2022 | −10.0% | −4.9% |
| December 31, 2021 | −1.9% | +10.7% |
| September 30, 2021 | −6.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: J. Goldman & Co LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1412741&type=13F-HR&dateb=&owner=include&count=40CIK 1412741
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1412741/000141274126000003/Filed August 14, 2026 · accession 0001412741-26-000003