J. Goldman & Co LP

CIK 0001412741 · Q2 2026

13F Equity AUM

$3.9B

+12.3% QoQ

Positions

518

+35 QoQ

AUM Rank

#1,012

Top 12%

Skill Alpha (FF)

+1.9%/yr^ns

No Clear Edge

Rank #1,425 · Top 17%

vs S&P +0.8%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 9.4%Top 10: 17.0%Top 20: 28.1%

SIRI2.3%

IWM1.8%

AZO1.8%

NDQ1.8%

WRBY1.7%

XLP1.6%

GO1.6%

S1.5%

AMZN1.4%

SPY1.4%

Others (508)83.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Consumer Cyclical19.3%

Industrials15.6%

Financial Services15.3%

Technology14.8%

Healthcare8.6%

Communication Services6.8%

Consumer Defensive5.7%

Real Estate3.5%

Other10.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 518Median: 0.08%Avg: 0.19%

0–0.5%

463(49.2%)

0.5–1%

37(24.7%)

1–3%

18(26.1%)

3–5%

0(0.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 518vs 20 funds

0%Low

518

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New224Increased120Decreased150Exited189

New Positions

SIRI2.3%

+3.0M

AZO1.8%

+22K

S1.5%

+3.4M

DXYZ1.1%

+1.7M

OLLI1.1%

+540K

ITW1.1%

+151K

MMM1.0%

+247K

ECL0.9%

+125K

BIRK0.9%

+789K

BWA0.9%

+511K

Increased

GO1.6%

+4.4M(+270%)

MICC1.0%

+2.1M(+3462%)

WRBY1.7%

+1.0M(+86%)

EVC0.4%

+978K(+558%)

ASO1.2%

+859K(+747%)

BAIN CAP GSS INVT CO…0.4%

+781K(+93%)

COMP0.6%

+728K(+70%)

KRAKACQUISITION CORP…0.3%

+699K(+160%)

AS1.3%

+689K(+92%)

RKT0.3%

+536K(+274%)

Decreased

W3U0.1%

-5,234,146(-92%)

GRABW0.1%

-3,114,700(-77%)

RIVN0.1%

-1,670,596(-84%)

ARDX0.2%

-1,420,685(-47%)

ONL0.1%

-1,231,417(-47%)

MAX0.2%

-1,184,603(-63%)

VSTM0.1%

-1,030,678(-61%)

CTRI0.5%

-1,012,112(-60%)

AEO0.7%

-930,011(-38%)

PRMB0.3%

-905,859(-67%)

Exited

-75,380

-927,938

-789,123

-715,286

-1,632,197

-289,212

-72,300

-154,540

GXO

-481,028

EQIX

-21,047

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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