J. Goldman & Co Lp Top Holdings and 13F Report (2024) About J. Goldman & Co LpInvestment ActivityJ. Goldman & Co Lp has $3.56 billion in total holdings as of September 30, 2024.J. Goldman & Co Lp owns shares of 364 different stocks, but just 91 companies or ETFs make up 80% of its holdings.Approximately 55.08% of the portfolio was purchased this quarter.About 59.81% of the portfolio was sold this quarter.This quarter, J. Goldman & Co Lp has purchased 341 new stocks and bought additional shares in 78 stocks.J. Goldman & Co Lp sold shares of 97 stocks and completely divested from 148 stocks this quarter.Largest Holdings Apple $231,664,444SPDR S&P 500 ETF Trust $145,635,206iShares Russell 2000 ETF $131,695,060SIRIUSXM HOLDINGS INC $95,591,266Comcast $90,643,323 Largest New Holdings this Quarter SIRIUSXM HOLDINGS INC $95,591,266 HoldingComcast $90,643,323 HoldingAdvanced Micro Devices $53,129,596 HoldingMatch Group $49,932,832 HoldingRoss Stores $42,159,808 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 230,974 shares (about $132.52M)SIRIUSXM HOLDINGS INC 4,041,914 shares (about $95.59M)Comcast 2,170,058 shares (about $90.64M)Apple 381,518 shares (about $88.89M)Etsy 1,110,293 shares (about $61.65M) Largest Sales this Quarter PayPal 1,974,199 shares (about $154.05M)Merck & Co., Inc. 646,730 shares (about $73.44M)American Eagle Outfitters 2,018,932 shares (about $45.20M)Tractor Supply 125,423 shares (about $36.49M)Amazon.com 181,897 shares (about $33.89M) Sector Allocation Over TimeMap of 500 Largest Holdings ofJ. Goldman & Co Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$231,664,444$88,893,694 ▲62.3%994,2686.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$145,635,206$132,523,642 ▲1,010.7%253,8264.1%FinanceIWMiShares Russell 2000 ETF$131,695,060$25,105,253 ▲23.6%596,2023.7%FinanceSIRIUSXM HOLDINGS INC$95,591,266$95,591,266 ▲New Holding4,041,9142.7%COMMON STOCKCMCSAComcast$90,643,323$90,643,323 ▲New Holding2,170,0582.5%Consumer DiscretionaryEBAYeBay$80,139,732$5,678,829 ▲7.6%1,230,8362.2%Retail/WholesaleRIVNRivian Automotive$67,063,533$28,767,474 ▲75.1%5,977,1421.9%Auto/Tires/TrucksETSYEtsy$63,724,396$61,654,571 ▲2,978.7%1,147,5671.8%Retail/WholesaleKDKyndryl$59,514,707$16,789,119 ▲39.3%2,589,8481.7%Business ServicesAKAMAkamai Technologies$56,565,515$4,377,495 ▲8.4%560,3321.6%Computer and TechnologyNFLXNetflix$54,247,097$26,586,276 ▲96.1%76,4831.5%Consumer DiscretionaryAMDAdvanced Micro Devices$53,129,596$53,129,596 ▲New Holding323,8031.5%Computer and TechnologyGLNGGolar LNG$52,140,605$5,148,091 ▼-9.0%1,418,4061.5%TransportationMTCHMatch Group$49,932,832$49,932,832 ▲New Holding1,319,5781.4%Retail/WholesaleCCLCarnival Co. &$46,638,734$34,892,809 ▲297.1%2,523,7411.3%Consumer DiscretionaryROSTRoss Stores$42,159,808$42,159,808 ▲New Holding280,1131.2%Retail/WholesaleBRIGHTSPRING HEALTH SVCS INC$41,512,794$6,168,918 ▼-12.9%2,827,8471.2%COMAMGNAmgen$36,714,541$8,722,869 ▲31.2%113,9461.0%MedicalSMURFIT WESTROCK PLC$36,650,811$36,650,811 ▲New Holding741,6191.0%SHSLADLithia Motors$35,564,563$6,339,777 ▲21.7%111,9651.0%Retail/WholesalePAYOPayoneer Global$35,497,007$9,903,245 ▼-21.8%4,714,0781.0%Business ServicesDELLDell Technologies$33,732,098$33,732,098 ▲New Holding284,5630.9%Computer and TechnologyWWWWolverine World Wide$33,301,692$6,143,633 ▼-15.6%1,911,6930.9%Consumer DiscretionaryRKTRocket Companies$32,543,553$850,328 ▼-2.5%1,695,8600.9%FinanceSBACSBA Communications$32,163,778$32,163,778 ▲New Holding133,6260.9%FinanceMAMastercard$30,866,450$28,891,250 ▲1,462.7%62,5080.9%Business ServicesXRTSPDR S&P Retail ETF$30,812,786$16,628,146 ▲117.2%396,6120.9%ETFVZVerizon Communications$30,506,734$9,231,250 ▲43.4%679,2860.9%Computer and TechnologyFTAIFTAI Aviation$29,603,076$13,726,842 ▼-31.7%222,7470.8%AerospaceMRKMerck & Co., Inc.$29,401,365$73,442,658 ▼-71.4%258,9060.8%MedicalIONSIonis Pharmaceuticals$28,050,653$9,554,871 ▲51.7%700,2160.8%MedicalXPOXPO$27,745,213$1,000,058 ▲3.7%258,0710.8%TransportationFWRDForward Air$26,581,718$26,581,718 ▲New Holding750,8960.7%TransportationIMAXIMAX$26,346,223$36,815 ▲0.1%1,284,5550.7%Consumer DiscretionaryUALUnited Airlines$26,329,139$12,618,876 ▲92.0%461,4290.7%TransportationHUMHumana$26,190,914$26,190,914 ▲New Holding82,6890.7%MedicalRRyder System$24,623,870$294,808 ▲1.2%168,8880.7%TransportationALKAlaska Air Group$23,577,377$23,577,377 ▲New Holding521,5080.7%TransportationJBHTJ.B. Hunt Transport Services$23,469,967$23,469,967 ▲New Holding136,1920.7%TransportationREGNRegeneron Pharmaceuticals$22,700,477$14,620,646 ▲181.0%21,5940.6%MedicalGRMNGarmin$22,514,589$22,514,589 ▲New Holding127,9020.6%Computer and TechnologyTSLATesla$21,686,772$11,666,343 ▲116.4%82,8910.6%Auto/Tires/TrucksTARSTarsus Pharmaceuticals$21,444,280$8,710,555 ▲68.4%652,0000.6%MedicalUL SOLUTIONS INC$21,319,539$21,042,818 ▼-49.7%432,4450.6%CLASS A COM SHSALITAlight$20,817,288$15,520,916 ▼-42.7%2,813,1470.6%Computer and TechnologyNET LEASE OFFICE PROPERTIES$20,590,572$4,794,755 ▼-18.9%672,4550.6%COMPEPPepsiCo$20,406,000$20,406,000 ▲New Holding120,0000.6%Consumer StaplesKEXKirby$19,558,070$2,474,433 ▲14.5%159,7490.5%TransportationWYNNWynn Resorts$19,181,273$19,181,273 ▲New Holding200,0550.5%Consumer DiscretionaryPOOLPool$18,719,047$18,719,047 ▲New Holding49,6790.5%Consumer DiscretionaryCHRWC.H. Robinson Worldwide$18,576,044$18,576,044 ▲New Holding168,3070.5%TransportationBBWIBath & Body Works$18,513,600$18,513,600 ▲New Holding580,0000.5%Retail/WholesaleCWCurtiss-Wright$18,436,222$1,330,866 ▲7.8%56,0900.5%AerospacePYPLPayPal$18,220,785$154,046,745 ▼-89.4%233,5100.5%Computer and TechnologyCOMPCompass$16,611,019$12,276,683 ▼-42.5%2,718,6610.5%Computer and TechnologyASOAcademy Sports and Outdoors$16,448,941$16,448,941 ▲New Holding281,8530.5%Consumer DiscretionaryDRVNDriven Brands$16,321,712$1,477,587 ▼-8.3%1,143,7780.5%Auto/Tires/TrucksVSCOVictoria's Secret & Co.$16,276,221$15,593,655 ▲2,284.6%633,3160.5%Consumer DiscretionaryFBINFortune Brands Innovations$15,881,637$15,881,637 ▲New Holding177,3890.4%Retail/WholesalePENNPENN Entertainment$15,691,520$5,790,095 ▲58.5%832,0000.4%Consumer DiscretionaryWRBYWarby Parker$15,571,357$14,712,056 ▲1,712.1%953,5430.4%MedicalBBarnes Group$15,495,982$9,807,466 ▲172.4%383,4690.4%Industrial ProductsAMZNAmazon.com$15,330,673$33,892,867 ▼-68.9%82,2770.4%Retail/WholesaleCALMCal-Maine Foods$15,312,264$15,312,264 ▲New Holding204,6000.4%Basic MaterialsIARTIntegra LifeSciences$14,995,301$14,995,301 ▲New Holding825,2780.4%MedicalTDSTelephone and Data Systems$14,968,722$2,928,686 ▲24.3%643,8160.4%UtilitiesAZEKAZEK$14,943,240$14,943,240 ▲New Holding319,3000.4%ConstructionSRPTSarepta Therapeutics$14,891,634$738,724 ▼-4.7%119,2380.4%MedicalGNRCGenerac$14,884,196$7,235,077 ▲94.6%93,6820.4%Industrial ProductsXLKTechnology Select Sector SPDR Fund$14,676,432$15,503,617 ▼-51.4%65,0090.4%ETFHRLHormel Foods$14,324,945$14,324,945 ▲New Holding451,8910.4%Consumer StaplesDIASPDR Dow Jones Industrial Average ETF Trust$14,323,458$14,323,458 ▲New Holding33,8520.4%FinanceMGNIMagnite$14,317,147$14,317,147 ▲New Holding1,033,7290.4%Computer and TechnologyWKWorkiva$14,184,634$9,520,905 ▼-40.2%179,2800.4%Computer and TechnologyDYDycom Industries$14,184,104$14,184,104 ▲New Holding71,9640.4%ConstructionASANAsana$14,100,046$14,100,046 ▲New Holding1,216,5700.4%Computer and TechnologyPARAParamount Global$14,098,050$7,886,412 ▲127.0%1,327,5000.4%Consumer DiscretionaryTACTransAlta$14,030,363$193,834 ▼-1.4%1,353,5000.4%UtilitiesARQTArcutis Biotherapeutics$13,877,618$1,680,212 ▲13.8%1,492,2170.4%MedicalPPCPilgrim's Pride$13,750,530$13,750,530 ▲New Holding298,6000.4%Consumer StaplesBIRKENSTOCK HOLDING PLC$13,736,679$13,736,679 ▲New Holding278,6910.4%COM SHSTRUPTrupanion$13,566,341$7,541,749 ▲125.2%323,1620.4%FinanceBLNDBlend Labs$13,195,076$1,551,326 ▲13.3%3,518,6870.4%Computer and TechnologyNVONovo Nordisk A/S$13,097,700$13,097,700 ▲New Holding110,0000.4%MedicalMETAMeta Platforms$12,858,147$12,858,147 ▲New Holding22,4620.4%Computer and TechnologyGUARDIAN PHARMACY SVCS INC$12,618,211$12,618,211 ▲New Holding751,0840.4%CL ACRTOCriteo$12,492,508$12,492,508 ▲New Holding310,4500.4%Computer and TechnologyGENIGenius Sports$12,431,104$12,431,104 ▲New Holding1,585,6000.3%Computer and TechnologyASTLAlgoma Steel Group$12,363,702$1,337,337 ▲12.1%1,208,5730.3%Basic MaterialsCELHCelsius$11,992,064$9,169,664 ▲324.9%382,4000.3%Consumer StaplesLEUCentrus Energy$11,929,875$11,929,875 ▲New Holding217,5000.3%Basic MaterialsREZIResideo Technologies$11,852,531$481,427 ▲4.2%588,5070.3%Industrial ProductsGIIIG-III Apparel Group$11,445,000$11,445,000 ▲New Holding375,0000.3%Consumer DiscretionaryWMBWilliams Companies$10,993,570$10,993,570 ▲New Holding240,8230.3%Oils/EnergyCWHCamping World$10,832,686$10,832,686 ▲New Holding447,2620.3%Consumer DiscretionaryXHBSPDR S&P Homebuilders ETF$10,621,480$10,621,480 ▲New Holding85,2720.3%ETFFLUTTER ENTMT PLC$10,487,776$9,651,364 ▼-47.9%44,2000.3%SHSXLPConsumer Staples Select Sector SPDR Fund$10,254,982$10,254,982 ▲New Holding123,5540.3%ETFSAMBoston Beer$9,835,965$9,835,965 ▲New Holding34,0180.3%Consumer StaplesMCHPMicrochip Technology$9,696,302$9,696,302 ▲New Holding120,7660.3%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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