J GOLDMAN & CO LP
Q2 2025 Form 13-F

NEW YORK, NEW YORK
CIK 0001412741 · CRD 157465 · SEC-registered investment adviser
$4.2B Reported Value Total

J. GOLDMAN & CO., L.P. reports 8 total accounts under management (AUM). There are 8 discretionary accounts valued at $4,953,999,931, and 0 non-discretionary accounts.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary Manager
Private funds (Form ADV)
3 funds · $4.9B gross asset value
Hedge Fund: $4.9B
Source: Form ADV filed 2026-03-30
Reported value
$4.2B
Quarter over quarter
+8.6%
Holdings
308
Top-10 concentration
18.3%

Filing Structure

Reports holdings for

Key People

Form ADV owners & control persons
Jay Glenn Goldman
CHIEF EXECUTIVE OFFICER
Michael John Juliano
GENERAL COUNSEL/CHIEF OPERATING OFFICER
Joseph Russell Magaro
PRESIDENT

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Q2 2025 13F record

Q2 2025 13F filing summary

Q2 2025 Form 13F portfolio summary
Period of report June 30, 2025
Filed August 14, 2025
Form 13F-HR
Reported value $4.2B
Positions 308
Change in reported value +3.1%
New positions 137
Exited positions 132
Position turnover 61.1%
Top-10 concentration 18.3%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q2 2026 13F
Filed Aug 14, 2026
383 $3.9B
Q1 2026 13F
Filed May 15, 2026
364 $3.4B
Q4 2025 13F
Filed Feb 17, 2026
315 $3.8B
Q3 2025 13F
Filed Nov 14, 2025
270 $4.0B
Q2 2025 13F
Filed Aug 14, 2025
308 $4.2B
Q1 2025 13F
Filed May 15, 2025
303 $4.0B
Q4 2024 13F
Filed Feb 14, 2025
308 $3.8B
Q3 2024 13F
Filed Nov 14, 2024
312 $3.6B
Q2 2024 13F
Filed Aug 14, 2024
295 $3.5B
Q1 2024 13F
Filed May 15, 2024
266 $3.1B
Q4 2023 13F
Filed Feb 14, 2024
200 $2.5B
Q3 2023 13F
Filed Nov 14, 2023
219 $2.9B
Q2 2023 13F
Filed Aug 14, 2023
230 $2.8B
Q1 2023 13F
Filed May 15, 2023
232 $2.5B
Q4 2022 13F
Filed Feb 14, 2023
249 $2.0B
Q3 2022 13F
Filed Nov 14, 2022
251 $2.1B
Q2 2022 13F
Filed Aug 15, 2022
225 $2.1B
Q1 2022 13F
Filed May 16, 2022
236 $2.2B
Q4 2021 13F
Filed Feb 14, 2022
239 $1.8B
Q3 2021 13F
Filed Nov 15, 2021
239 $2.0B

33 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2025

Largest Q2 2025 13F positions by reported value
# Holding Reported value % of portfolio
1 EA ELECTRONIC ARTS INC $128.8M 3.08%
2 AMZN AMAZON COM INC $116.5M 2.79%
3 PYPL C PAYPAL HLDGS INC $102.7M 2.46%
4 PYPL PAYPAL HLDGS INC $84.9M 2.03%
5 IWM P ISHARES TR $81.1M 1.94%
6 GLNG GOLAR LNG LTD $62.1M 1.49%
7 BRBR BELLRING BRANDS INC $56.2M 1.35%
8 FTAI FTAI AVIATION LTD $46.6M 1.12%
9 OMC OMNICOM GROUP INC $42.3M 1.01%
10 AMZN C AMAZON COM INC $41.9M 1.0%
11 TDG TRANSDIGM GROUP INC $41.8M 1.0%
12 XLK SELECT SECTOR SPDR TR $41.8M 1.0%
13 PAYO PAYONEER GLOBAL INC $39.6M 0.95%
14 WWW WOLVERINE WORLD WIDE INC $39.5M 0.95%
15 CSX CSX CORP $38.2M 0.91%
16 GRDN GUARDIAN PHARMACY SVCS INC $38.0M 0.91%
17 INTU P INTUIT $37.8M 0.91%
18 GMED GLOBUS MED INC $37.3M 0.89%
19 WST WEST PHARMACEUTICAL SVSC INC $35.8M 0.86%
20 WYNN WYNN RESORTS LTD $35.7M 0.86%

Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.

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