J. Goldman & Co Lp Portfolio Stock Holdings

J. Goldman & Co Lp disclosed 364 stock positions valued at approximately $2.2 billion in its latest SEC 13F filing. The largest holdings include CARRIER GLOBAL CORPORATION, MADDEN STEVEN LTD, and CENTURI HOLDINGS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
364
Portfolio Value
$2.2B
Holdings by Sector
J. Goldman & Co Lp Portfolio Holdings in Q1 2026

316 holdings in the latest reporting period.

Page 1 of 4
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
CARRIER GLOBAL CORPORATIONCARRIndustrials2.08%796,738+796,738+100.00%$44,864,317
MADDEN STEVEN LTDSHOOConsumer Cyclical2.02%1,286,896+646,058+100.81%$43,651,512
CENTURI HOLDINGS INCCTRIUtilities1.87%1,382,683-809,376-36.92%$40,388,170
GENERAC HLDGS INCGNRCIndustrials1.70%187,564+187,564+100.00%$36,636,876
AMAZON COM INCAMZNConsumer Cyclical1.46%151,487-61,871-29.00%$31,550,197
COGENT BIOSCIENCES INCCOGTHealthcare1.39%779,570+340,301+77.47%$30,005,649
ABBOTT LABORATORIESABTHealthcare1.37%289,212+289,212+100.00%$29,693,396
TRACTOR SUPPLY COTSCOConsumer Cyclical1.36%649,023+649,023+100.00%$29,400,742
ZEBRA TECHNOLOGIES CORPORATIZBRATechnology1.33%137,897+137,897+100.00%$28,831,505
SELECT SECTOR SPDR TRXLFOther1.28%561,907+404,926+257.95%$27,741,349
CRANE COMPANYCRIndustrials1.22%154,540+129,849+525.90%$26,426,340
GXO LOGISTICS INCORPORATEDGXOIndustrials1.12%466,028+144,247+44.83%$24,163,552
HILTON WORLDWIDE HLDGS INCHLTConsumer Cyclical1.11%78,884+78,884+100.00%$23,987,047
AMERICAN EAGLE OUTFITTERS INAEOConsumer Cyclical1.07%1,388,271+1,388,271+100.00%$23,184,126
T-MOBILE US INCTMUSCommunication Services1.06%109,360+109,360+100.00%$22,968,881
RESOLUTE HLDGS MGMT INCRHLDOther1.06%140,650+114,856+445.28%$22,827,495
WARBY PARKER INCWRBYHealthcare1.05%1,081,483+463,593+75.03%$22,786,847
VICTORIAS SECRET AND COVSCOConsumer Cyclical1.04%485,286+485,286+100.00%$22,497,859
SELECT SECTOR SPDR TRXLKOther1.02%166,160-51,064-23.51%$22,082,664
ALLISON TRANSMISSION HLDGS IALSNConsumer Cyclical0.99%182,258+182,258+100.00%$21,335,121
GOLAR LNG LTDG9456A100Other0.93%372,145+345,179+1280.05%$20,136,766
AXON ENTERPRISE INCAXONIndustrials0.93%47,110+46,583+8839.28%$20,007,146
STANDARDAERO INC85423L103Other0.92%769,996+331,677+75.67%$19,888,997
WESTERN UN COWUFinancial Services0.91%2,254,146-1,716,572-43.23%$19,678,695
ELI LILLY & COLLYHealthcare0.90%21,180+21,180+100.00%$19,480,729
SELECT SECTOR SPDR TRXLPOther0.89%235,456-20,213-7.91%$19,302,683
OUTFRONT MEDIA INCOUTOther0.89%725,278+725,278+100.00%$19,219,867
EXPEDITORS INTL WASH INCEXPDIndustrials0.88%132,063+132,063+100.00%$18,915,383
BROADCOM INCAVGOTechnology0.87%60,551+37,174+159.02%$18,741,140
ARDELYX INCARDXHealthcare0.83%3,000,513+1,377,777+84.90%$17,973,073
GENERAL MTRS COGMConsumer Cyclical0.82%238,446+238,446+100.00%$17,764,227
SONIDA SENIOR LIVING INCSNDAHealthcare0.82%550,676+384,176+230.74%$17,759,301
REGENCY CTRS CORPREGReal Estate0.82%234,473+234,473+100.00%$17,740,227
IONIS PHARMACEUTICALS INCIONSHealthcare0.82%235,260+167,621+247.82%$17,665,673
NATIONAL PRESTO INDS INCNPKIndustrials0.81%127,601+21,682+20.47%$17,488,993
ROKU INCROKUCommunication Services0.81%183,934+76,742+71.59%$17,403,835
TYSON FOODS INCTSNConsumer Defensive0.80%268,669+268,669+100.00%$17,213,623
IDEX CORPIEXIndustrials0.77%87,835+87,835+100.00%$16,649,124
CAPRICOR THERAPEUTICS INCCAPRHealthcare0.76%541,522-53,854-9.05%$16,462,269
URBAN OUTFITTERS INCURBNConsumer Cyclical0.75%255,152+255,152+100.00%$16,163,879
GAMING & LEISURE PGLPIReal Estate0.75%362,757+362,757+100.00%$16,095,528
SPOTIFY TECHNOLOGY S ASPOTOther0.73%32,502+32,502+100.00%$15,760,545
ECHOSTAR CORPSATSTechnology0.68%124,935+73,675+143.73%$14,626,140
RESIDEO TECHNOLOGIES INCREZIIndustrials0.67%431,510+108,301+33.51%$14,546,202
META PLATFORMS INCMETACommunication Services0.67%25,229+25,229+100.00%$14,434,268
CROCS INCCROXConsumer Cyclical0.66%171,196+171,196+100.00%$14,212,692
NORWEGIAN CRUISE LINE HLDGSNCLHOther0.65%747,197+747,197+100.00%$13,972,584
BRIXMOR PPTY GROUP INCBRXReal Estate0.62%461,692+461,692+100.00%$13,296,730
CARTERS INCCRIConsumer Cyclical0.61%366,719+366,719+100.00%$13,113,871
PATTERSON-UTI ENERGY INCPTENEnergy0.60%1,202,375-288,850-19.37%$13,021,721
AKAMAI TECHNOLOGIES INCAKAMTechnology0.59%110,669+97,707+753.80%$12,710,335
PACCAR INCPCARIndustrials0.58%108,840+108,840+100.00%$12,571,020
REGENERON PHARMACEUTICALSREGNHealthcare0.58%16,268+9,916+156.11%$12,569,308
GENIE ENERGY LTDGNEUtilities0.58%880,894+75,577+9.38%$12,455,841
LANDSTAR SYS INCLSTRIndustrials0.57%77,003+77,003+100.00%$12,344,351
MACYS INCMConsumer Cyclical0.57%674,860+674,860+100.00%$12,208,217
BAIDU INCBIDUCommunication Services0.56%108,850+38,850+55.50%$12,128,067
CHURCHILL DOWNS INCCHDNConsumer Cyclical0.56%133,913+133,913+100.00%$12,029,405
NATIONAL VISION HLDGS INCEYEConsumer Cyclical0.55%460,851+460,851+100.00%$11,936,041
FEDEX CORPFDXIndustrials0.55%33,160-24,366-42.36%$11,810,929
TERAWULF INCWULFFinancial Services0.54%803,943+244,360+43.67%$11,600,897
GROCERY OUTLET HLDG CORPGOConsumer Defensive0.53%1,634,131+1,634,131+100.00%$11,520,624
MASTEC INCMTZIndustrials0.52%34,962+34,962+100.00%$11,248,674
ENPRO INCNPOIndustrials0.52%44,495+44,495+100.00%$11,152,672
ROBLOX CORPRBLXCommunication Services0.51%195,484+195,484+100.00%$11,056,575
MEDIAALPHA INCMAXCommunication Services0.51%1,182,673+396,304+50.40%$10,998,859
STATE STR SPDR DOW JONES INDDIAOther0.50%23,437+23,437+100.00%$10,855,784
ROCKWELL AUTOMATION INCROKIndustrials0.50%30,192+30,192+100.00%$10,835,305
MGM RESORTS INTERNATIONALMGMConsumer Cyclical0.50%292,284+292,284+100.00%$10,817,431
CLOUDFLARE INCNETTechnology0.48%50,700+50,700+100.00%$10,461,438
GILEAD SCIENCES INCGILDHealthcare0.48%74,912+74,912+100.00%$10,440,485
NVIDIA CORPORATIONNVDATechnology0.48%59,136-48,597-45.11%$10,313,318
ORACLE CORPORCLTechnology0.47%68,983+40,416+141.48%$10,148,089
MECHANICS BANCORPHMSTFinancial Services0.47%684,185-90,052-11.63%$10,091,729
BREAD FINANCIAL HOLDINGS INCBFHFinancial Services0.46%132,585+132,585+100.00%$9,929,291
PRIMO BRANDS CORPORATION741623102Other0.45%517,660+287,431+124.85%$9,747,538
FTAI AVIATION LTDFTAIOther0.43%37,971+15,685+70.38%$9,302,895
ISHARES TRIGVOther0.42%112,222+112,222+100.00%$8,983,371
VERASTEM INCVSTMHealthcare0.41%1,680,752+733,449+77.42%$8,907,986
NORDSON CORPNDSNIndustrials0.41%33,322+33,322+100.00%$8,865,651
STANDEX INTL CORPSXIIndustrials0.40%34,158+34,158+100.00%$8,705,508
EQUINIX INCEQIXReal Estate0.40%8,747+8,747+100.00%$8,574,159
GLOBAL PMTS INCGPNIndustrials0.37%119,822+77,105+180.50%$8,064,021
VERISIGN INCVRSNTechnology0.37%31,830+31,830+100.00%$7,905,299
ISHARES TRIYTOther0.36%104,574+15,961+18.01%$7,801,220
HUNT J B TRANS SVCS INCJBHTIndustrials0.35%35,792+35,792+100.00%$7,584,325
SAIA INCSAIAIndustrials0.34%21,203+10,686+101.61%$7,448,190
COMPASS INCCOMPReal Estate0.34%1,015,077+994,577+4851.60%$7,420,213
STMICROELECTRONICS N VSTMTechnology0.34%212,045+212,045+100.00%$7,326,155
MADISON SQUARE GARDEN ENTMTMSGEConsumer Cyclical0.34%123,200+53,080+75.70%$7,257,712
LAS VEGAS SANDS CORPLVSConsumer Cyclical0.32%127,147+127,147+100.00%$6,850,680
NEXSTAR MEDIA GROUP INCNXSTCommunication Services0.31%37,350+37,350+100.00%$6,754,001
NXP SEMICONDUCTORS N VN6596X109Other0.31%33,589+33,589+100.00%$6,612,331
TENABLE HLDGS INCTENBTechnology0.30%384,796+384,796+100.00%$6,508,824
CORE NATURAL RESOURCES INCCEIXOther0.30%61,515+61,515+100.00%$6,442,466
ON SEMICONDUCTOR CORPONTechnology0.30%103,374+103,374+100.00%$6,400,918
KIRBY CORPKEXIndustrials0.29%47,612+47,612+100.00%$6,326,683
HOST HOTELS & RESORTS INCHSTReal Estate0.29%321,323+321,323+100.00%$6,156,549
DUCOMMUN INC DELDCOIndustrials0.28%49,567+49,567+100.00%$6,047,174
EBAY INC.EBAYConsumer Cyclical0.28%65,886-486,619-88.08%$5,996,944
J. Goldman & Co Lp Options Holdings in Q1 2026

249 options positions in the latest reporting period.

Page 1 of 3
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026IWMiShares Russell 2000 ETFPUT737,100$182,800,800
Q1 2026SPYSPDR S&P 500PUT142,800$92,868,552
Q1 2026LLYEli Lilly and CompanyCALL46,200$42,493,374
Q1 2026AMZNAmazon.com, Inc.CALL164,000$34,156,280
Q1 2026WUWestern Union Company (The)CALL3,430,000$29,943,900
Q1 2026QQQInvesco QQQ Trust, Series 1PUT47,600$27,473,768
Q1 2026SATSEchoStar CorporationCALL233,400$27,324,138
Q1 2026ROKURoku, Inc.CALL285,800$27,042,396
Q1 2026RIVNRivian Automotive, Inc.CALL1,630,000$24,531,500
Q1 2026XBISPDR Series Trust SPDR S&P BioPUT167,100$21,343,683
Q1 2026ASAmer SportsCALL588,800$19,383,296
Q1 2026AEOAmerican Eagle Outfitters, Inc.CALL1,080,000$18,036,000
Q1 2026NCLHNorwegian Cruise LineCALL885,000$16,549,500
Q1 2026CBOECboe Global Markets, Inc.CALL58,400$16,414,488
Q1 2026TSLATesla, Inc.CALL43,700$16,245,475
Q1 2026741623102Primo BrandsCALL824,900$15,532,867
Q1 2026NFLXNetflix, Inc.PUT155,000$14,903,250
Q1 2026NVONovo Nordisk A/SCALL380,000$13,965,000
Q1 2026G4124C109GrabCALL3,750,000$13,725,000
Q1 2026ZBRAZebra Technologies CorporationCALL65,000$13,590,200
Q1 2026XOPSPDR S&P Oil & Gas Explor & ProPUT70,200$12,764,466
Q1 2026EEFTEuronet Worldwide, Inc.PUT186,000$12,344,820
Q1 2026EQIXEquinix, Inc.CALL12,300$12,056,952
Q1 2026SHOOSteven Madden, Ltd.CALL342,500$11,617,600
Q1 2026COURCoursera, Inc.CALL1,987,500$11,567,250
Q1 2026SPGSimon Property Group, Inc.PUT60,000$11,191,800
Q1 2026VSCOVictorias Secret & Co.CALL230,000$10,662,800
Q1 2026TSLATesla, Inc.PUT28,000$10,409,000
Q1 2026METAMeta Platforms, Inc.CALL18,100$10,355,553
Q1 2026TAPMolson Coors Beverage CompanyCALL236,300$10,175,078
Q1 2026GMEGameStop CorporationCALL411,500$9,480,960
Q1 2026LYVLive Nation Entertainment, Inc.CALL60,300$9,196,353
Q1 2026XLVSPDR Select Sector Fund - HealtPUT60,000$8,796,600
Q1 2026CTRICenturi Holdings, Inc.CALL300,000$8,763,000
Q1 2026BSXBoston Scientific CorporationCALL132,500$8,314,375
Q1 2026AAPLApple Inc.CALL30,000$7,613,700
Q1 2026PFEPfizer, Inc.PUT268,600$7,542,288
Q1 2026CARRCarrier Global CorporationCALL131,200$7,387,872
Q1 2026LLYEli Lilly and CompanyPUT8,000$7,358,160
Q1 2026G25457105Credo TechnologyCALL77,500$7,274,925
Q1 2026VZVerizon Communications Inc.PUT141,000$7,078,200
Q1 2026AMGNAmgen Inc.CALL20,000$7,037,000
Q1 2026NKENike, Inc.CALL125,000$6,602,500
Q1 2026SPYSPDR S&P 500CALL10,000$6,503,400
Q1 2026MAXMediaAlpha, Inc.CALL688,400$6,402,120
Q1 2026TSCOTractor Supply CompanyCALL140,100$6,346,530
Q1 2026IBITiShares Bitcoin Trust ETFCALL150,000$5,763,000
Q1 2026PPHVanEck Pharmaceutical ETFPUT53,200$5,526,416
Q1 2026TMUST-Mobile US, Inc.CALL26,300$5,523,789
Q1 2026ANFAbercrombie & Fitch CompanyPUT60,000$5,482,200
Q1 2026ORCLOracle CorporationPUT37,000$5,443,070
Q1 2026SBUXStarbucks CorporationPUT60,000$5,375,400
Q1 2026RSIRush Street Interactive, Inc.PUT242,000$5,263,500
Q1 2026XOMExxon Mobil CorporationCALL30,000$5,089,800
Q1 2026IBBiShares Biotechnology ETFCALL30,000$5,065,500
Q1 2026UALUnited Airlines Holdings, Inc.CALL55,000$5,063,850
Q1 2026MSTRMicroStrategy IncorporatedPUT40,500$5,054,400
Q1 2026DALDelta Air Lines, Inc.PUT75,000$4,986,000
Q1 2026XRTSPDR S&P Retail ETFPUT60,000$4,828,200
Q1 2026CVXChevron CorporationCALL23,000$4,758,700
Q1 2026ELEstee Lauder Companies, Inc. (TCALL66,000$4,736,820
Q1 2026WECWEC Energy Group, Inc.CALL40,000$4,630,800
Q1 2026CROXCrocs, Inc.CALL55,000$4,566,100
Q1 2026SMCISuper MicroPUT200,000$4,554,000
Q1 2026VRTXVertex Pharmaceuticals IncorporCALL10,000$4,465,400
Q1 2026EBAYeBay Inc.CALL49,000$4,459,980
Q1 2026CYTKCytokinetics, IncorporatedCALL67,500$4,448,925
Q1 2026BOOTBoot Barn Holdings, Inc.CALL30,000$4,390,800
Q1 2026PRAXPraxis Precision Medicines, IncPUT13,600$4,381,784
Q1 2026ABBVAbbVie Inc.PUT20,000$4,349,800
Q1 2026EOGEOG Resources, Inc.CALL30,000$4,337,100
Q1 2026OWLBlue Owl Capital Inc.CALL470,000$4,291,100
Q1 2026G9456A100Golar LNGPUT78,900$4,269,279
Q1 2026AMDAdvanced Micro Devices, Inc.PUT20,000$4,068,600
Q1 2026NOWServiceNow, Inc.CALL35,500$3,711,525
Q1 2026SNYSanofiCALL75,000$3,613,500
Q1 2026EQXEquinox Gold Corp.CALL247,000$3,571,620
Q1 2026LQDALiquidia CorporationCALL94,500$3,566,430
Q1 2026WTWisdomTree, Inc.CALL240,000$3,494,400
Q1 2026PEPPepsico, Inc.CALL22,400$3,478,496
Q1 2026FRPTFreshpet, Inc.CALL57,700$3,401,992
Q1 2026PLDPrologis, Inc.PUT25,000$3,304,500
Q1 2026NEMNewmont CorporationPUT30,000$3,247,500
Q1 2026OWLBlue Owl Capital Inc.PUT355,000$3,241,150
Q1 2026NXSTNexstar Media Group, Inc.CALL17,600$3,182,608
Q1 2026ALGAlamo Group, Inc.CALL19,000$3,134,430
Q1 2026REGNRegeneron Pharmaceuticals, Inc.PUT4,000$3,090,560
Q1 2026BMYBristol-Myers Squibb CompanyPUT50,000$3,032,500
Q1 2026DGXQuest Diagnostics IncorporatedCALL15,000$2,939,700
Q1 2026XLVSPDR Select Sector Fund - HealtCALL20,000$2,932,200
Q1 2026NYTNew York Times Company (The)PUT35,000$2,930,550
Q1 2026CCLCarnival CorporationPUT112,500$2,911,500
Q1 2026DELLDell Technologies Inc.PUT17,500$2,872,275
Q1 2026FCXFreeport-McMoRan, Inc.CALL48,100$2,827,318
Q1 2026SHELShell PLCCALL30,000$2,790,000
Q1 2026AAPAdvance Auto Parts Inc.CALL52,500$2,769,375
Q1 2026PAYCPaycom Software, Inc.CALL22,300$2,710,342
Q1 2026BSXBoston Scientific CorporationPUT42,500$2,666,875
Q1 2026ALNYAlnylam Pharmaceuticals, Inc.CALL8,000$2,646,960
Q1 2026COGTCogent Biosciences, Inc.CALL67,600$2,601,924

Notional value represents the total exposure of the options position.