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%Retail/WholesaleVSCOVictoria's Secret & Co.$16,276,221$15,593,655 ▲2,284.6%633,3160.5%Retail/WholesaleFBINFortune 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%Consumer StaplesBBarnes 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. 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