J. Goldman & Co LP

CIK 0001412741 · Q1 2026

13F Equity AUM

$3.4B

-9.3% QoQ

Positions

483

+83 QoQ

AUM Rank

#1,276

Top 10%

Skill Alpha (FF)

+1.9%/yr^ns

No Clear Edge

Rank #1,213 · Top 15%

vs S&P -0.7%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 13.9%Top 10: 20.8%Top 20: 30.8%

IWM5.3%

SPY3.0%

LLY2.0%

AMZN1.9%

SHOO1.6%

CARR1.5%

W3U1.4%

CTRI1.4%

ROKU1.3%

ZBRA1.2%

Others (473)79.2%

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

Sector Allocation

Financial Services20.6%

Consumer Cyclical18.9%

Healthcare13.5%

Industrials12.8%

Technology10.6%

Communication Services6.9%

Real Estate3.6%

Consumer Defensive3.3%

Other9.9%

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

Position Sizing

Positions: 483Median: 0.08%Avg: 0.21%

0–0.5%

429(47.8%)

0.5–1%

40(26.9%)

1–3%

13(20.0%)

3–5%

0(0.0%)

5%+

1(5.3%)

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

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Portfolio Overlap

Shared: 458Unique: 25vs 20 funds

6.3%Low

483

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

8.4%

BANK OF AMERICA CORP /DE/

BlackRock, Inc.

10.7%

JPMORGAN CHASE & CO

8.4%

STATE STREET CORP

11.4%

GEODE CAPITAL MANAGEMENT, LLC

11.2%

FMR LLC

12.8%

VANGUARD CAPITAL MANAGEMENT LLC

10.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

12.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New262Increased89Decreased115Exited178

New Positions

CARR1.5%

+928K

ZBRA1.2%

+203K

GNRC1.1%

+188K

TSCO1.0%

+789K

NCLH0.9%

+1.6M

ABT0.9%

+289K

TMUS0.8%

+136K

HLT0.7%

+83K

AS0.7%

+751K

ALSN0.6%

+182K

Increased

COUR0.5%

+2.2M(+534%)

AEO1.2%

+2.2M(+849%)

ARDX0.5%

+1.4M(+85%)

MAX0.5%

+1.1M(+138%)

COMP0.2%

+1.0M(+4949%)

SHOO1.6%

+989K(+154%)

OWL0.3%

+931K(+3724%)

VSTM0.3%

+733K(+77%)

VSCO1.0%

+665K(+1331%)

IWM5.3%

+583K(+373%)

Decreased

EVGO0.1%

-2,633,577(-53%)

PAYO0.0%

-2,454,285(-96%)

CMCSA0.1%

-2,108,553(-96%)

MAT0.0%

-1,960,673(-100%)

RKT0.1%

-1,564,088(-89%)

UPWK0.1%

-991,259(-87%)

PTEN0.4%

-849,750(-41%)

ANNX0.0%

-822,978(-83%)

ACVA0.0%

-822,562(-84%)

SCHL0.1%

-679,172(-85%)

Exited

HON

-367,911

ARMK

-1,514,083

GAP

-1,977,076

-3,197,385

-2,120,183

-516,781

-285,181

-376,111

-22,938

-75,485

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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