Sagan Weiss
@J. Goldman & Co Lp
Latest period2024 - Q3ReportedManaged Assets$3.565BTotal holdings364
Assets growth rate0.88%Assets growth rate (2-Q avg)7.36%Continuous growth in asset value3 quarters
Portfolio positions
This chart displays the top 10 holdings in J. Goldman & Co Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 364 positions.
Assets under management
The assets under management (AUM) of J. Goldman & Co Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.565B in assets, with a quarterly growth rate of 0.88% and a 2-quarter average growth rate of 7.36%. The portfolio is managed by Sagan Weiss, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AAPLApple Inc
| 6.5% | $231.664M 994,268 shares@ $233.0 avg price | Increased 62.27% |
SPYSpdr S&p 500 Etf Tr
| 4.09% | $145.635M 253,826 shares@ $573.77 avg price | Increased 1010.74% |
IWMIshares Tr
| 3.7% | $131.695M 596,202 shares@ $220.9 avg price | Increased 23.56% |
EBAYEbay Inc.
| 2.25% | $80.14M 1.231M shares@ $65.12 avg price | Increased 7.63% |
RIVNRivian Automotive Inc
| 1.89% | $67.064M 5.977M shares@ $11.22 avg price | Increased 75.12% |
ETSYEtsy Inc
| 1.79% | $63.724M 1.148M shares@ $55.54 avg price | Increased 2978.74% |
KDKyndryl Hldgs Inc
| 1.67% | $59.515M 2.59M shares@ $22.98 avg price | Increased 39.3% |
AKAMAkamai Technologies Inc
| 1.59% | $56.566M 560,332 shares@ $100.95 avg price | Increased 8.39% |
NFLXNetflix Inc
| 1.53% | $54.247M 76,483 shares@ $709.27 avg price | Increased 96.12% |
CCLCarnival Corp
| 1.31% | $46.639M 2.524M shares@ $18.49 avg price | Increased 297.07% |