J. Goldman & Co LP
NEW YORK NY · SEC CIK 0001412741
$34.42亿2026Q1 申报市值
642持仓数
16.9%前十大占比 · 第一大 5.3%
342 / 254新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CARR 新建仓+$4,486.43万
GNRC 重新持有+$3,469.69万
ABT 新建仓+$2,969.34万
TSCO 新建仓+$2,940.07万
ZBRA 新建仓+$2,883.15万
2026Q1 卖出最多 按季末市值估算
HONEYWELL INTL I 清仓-$7,089.79万
ARMK 清仓-$5,580.91万
MSFT 减仓-$5,367.95万
GM 重新持有-$5,362.05万
META 重新持有-$4,927.24万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC 看跌期权 | $0 | 0.00% | 0 | -160,000 | -100.0% | -$1.06亿 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -363,411 | -100.0% | -$7,089.79万 | 清仓 |
| ARMK | ARAMARK | $0 | 0.00% | 0 | -1,514,083 | -100.0% | -$5,580.91万 | 清仓 |
| CMCSA | COMCAST CORP NEW 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GAP | GAP INC | $0 | 0.00% | 0 | -1,776,976 | -100.0% | -$4,549.06万 | 清仓 |
| ITGR | INTEGER HLDGS CORP | $0 | 0.00% | 0 | -516,781 | -100.0% | -$4,053.11万 | 清仓 |
| MOD | MODINE MFG CO | $0 | 0.00% | 0 | -285,181 | -100.0% | -$3,807.45万 | 清仓 |
| VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SXT | SENSIENT TECHNOLOGIES CORP | $0 | 0.00% | 0 | -376,111 | -100.0% | -$3,533.56万 | 清仓 |
| MAT | MATTEL INC | $0 | 0.00% | 0 | -1,571,873 | -100.0% | -$3,118.60万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -22,938 | -100.0% | -$3,050.41万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XRT | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CP | CANADIAN PACIFIC KANSAS CITY | $0 | 0.00% | 0 | -348,251 | -100.0% | -$2,564.17万 | 清仓 |
| — | UDEMY INC | $0 | 0.00% | 0 | -4,243,340 | -100.0% | -$2,482.35万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -159,517 | -100.0% | -$2,450.34万 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -213,987 | -100.0% | -$2,169.83万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSM | MSC INDL DIRECT INC | $0 | 0.00% | 0 | -254,190 | -100.0% | -$2,137.74万 | 清仓 |
| S | SENTINELONE INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAR | AVIS BUDGET GROUP 看涨期权 | $0 | 0.00% | 0 | -162,000 | -100.0% | -$2,078.78万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -90,646 | -100.0% | -$2,073.53万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -634,426 | -100.0% | -$2,059.98万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -22,677 | -100.0% | -$1,955.53万 | 清仓 |
| ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | -386,094 | -100.0% | -$1,942.05万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -119,841 | -100.0% | -$1,941.54万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -638,353 | -100.0% | -$1,908.04万 | 清仓 |
| MRK | MERCK & CO INC 看跌期权 | $0 | 0.00% | 0 | -180,000 | -100.0% | -$1,894.68万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -204,827 | -100.0% | -$1,788.34万 | 清仓 |
| KWEB | KRANESHARES TRUST 看跌期权 | $0 | 0.00% | 0 | -470,000 | -100.0% | -$1,600.35万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $0 | 0.00% | 0 | -125,644 | -100.0% | -$1,565.02万 | 清仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $0 | 0.00% | 0 | -1,243,772 | -100.0% | -$1,544.76万 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | -374,314 | -100.0% | -$1,530.94万 | 清仓 |
| — | DAEDALUS SPL ACQUISITION COR | $0 | 0.00% | 0 | -1,487,500 | -100.0% | -$1,493.45万 | 清仓 |
| WHD | CACTUS INC | $0 | 0.00% | 0 | -321,816 | -100.0% | -$1,470.06万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -123,869 | -100.0% | -$1,389.56万 | 清仓 |
| — | NEW AMER ACQUISITION I CORP | $0 | 0.00% | 0 | -1,319,476 | -100.0% | -$1,373.57万 | 清仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -952,107 | -100.0% | -$1,366.27万 | 清仓 |
| BIDU | BAIDU INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NET LEASE OFFICE PROPERTIES | $0 | 0.00% | 0 | -516,008 | -100.0% | -$1,330.78万 | 清仓 |
| — | DIGITALBRIDGE GROUP INC 看涨期权 | $0 | 0.00% | 0 | -862,000 | -100.0% | -$1,322.31万 | 清仓 |
| ATI | ATI INC | $0 | 0.00% | 0 | -114,246 | -100.0% | -$1,311.09万 | 清仓 |
| BBY | BEST BUY INC 看跌期权 | $0 | 0.00% | 0 | -192,600 | -100.0% | -$1,289.07万 | 清仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGNI | MAGNITE INC | $0 | 0.00% | 0 | -782,837 | -100.0% | -$1,270.54万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -80,776 | -100.0% | -$1,266.57万 | 清仓 |
| UPWK | UPWORK INC 看涨期权 | $0 | 0.00% | 0 | -600,000 | -100.0% | -$1,189.20万 | 清仓 |
| VRRM | VERRA MOBILITY CORP 看涨期权 | $0 | 0.00% | 0 | -527,000 | -100.0% | -$1,181.01万 | 清仓 |
| AIV | APARTMENT INVT & MGMT CO 看涨期权 | $0 | 0.00% | 0 | -1,875,000 | -100.0% | -$1,113.75万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -53,607 | -100.0% | -$1,098.30万 | 清仓 |
| UPWK | UPWORK INC | $0 | 0.00% | 0 | -541,259 | -100.0% | -$1,072.78万 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC 看涨期权 | $0 | 0.00% | 0 | -260,000 | -100.0% | -$1,063.40万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -31,454 | -100.0% | -$1,062.83万 | 清仓 |
| RBA | RB GLOBAL INC | $0 | 0.00% | 0 | -102,515 | -100.0% | -$1,054.57万 | 清仓 |
| PAYO | PAYONEER GLOBAL INC 看涨期权 | $0 | 0.00% | 0 | -1,832,000 | -100.0% | -$1,029.58万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SPRING VY ACQUISITION CORP I | $0 | 0.00% | 0 | -939,017 | -100.0% | -$953.10万 | 清仓 |
| ANGI | ANGI INC | $0 | 0.00% | 0 | -732,304 | -100.0% | -$946.87万 | 清仓 |
| UPST | UPSTART HLDGS INC | $0 | 0.00% | 0 | -211,152 | -100.0% | -$923.37万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | -126,007 | -100.0% | -$874.49万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRMB | PRIMO BRANDS CORPORATION 看跌期权 | $0 | 0.00% | 0 | -515,000 | -100.0% | -$842.02万 | 清仓 |
| UNFI | UNITED NAT FOODS INC | $0 | 0.00% | 0 | -248,393 | -100.0% | -$836.34万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -65,000 | -100.0% | -$818.22万 | 清仓 |
| EQT | EQT CORP 看涨期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$804.00万 | 清仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $0 | 0.00% | 0 | -479,590 | -100.0% | -$790.84万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. 看涨期权 | $0 | 0.00% | 0 | -24,300 | -100.0% | -$782.99万 | 清仓 |
| WULF | TERAWULF INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DINO | HF SINCLAIR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| REGN | REGENERON PHARMACEUTICALS 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$771.87万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -53,303 | -100.0% | -$756.00万 | 清仓 |
| — | ACV AUCTIONS INC 看涨期权 | $0 | 0.00% | 0 | -903,800 | -100.0% | -$724.85万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -285,992 | -100.0% | -$718.41万 | 清仓 |
| AAON | AAON INC | $0 | 0.00% | 0 | -91,882 | -100.0% | -$700.60万 | 清仓 |
| NAVN | NAVAN INC | $0 | 0.00% | 0 | -403,737 | -100.0% | -$689.58万 | 清仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN 看跌期权 | $0 | 0.00% | 0 | -260,000 | -100.0% | -$685.62万 | 清仓 |
| HPP | HUDSON PAC PPTYS INC | $0 | 0.00% | 0 | -632,808 | -100.0% | -$685.33万 | 清仓 |
| IBB | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -81,455 | -100.0% | -$668.09万 | 清仓 |
| ICHR | ICHOR HOLDINGS | $0 | 0.00% | 0 | -361,536 | -100.0% | -$666.31万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -81,212 | -100.0% | -$655.79万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AN | AUTONATION INC | $0 | 0.00% | 0 | -31,151 | -100.0% | -$643.21万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JNJ | JOHNSON & JOHNSON 看跌期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$620.85万 | 清仓 |
| TECH | BIO-TECHNE CORP 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$588.10万 | 清仓 |
| ANET | ARISTA NETWORKS INC 看涨期权 | $0 | 0.00% | 0 | -44,200 | -100.0% | -$579.15万 | 清仓 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGNX | COGNEX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KWEB | KRANESHARES TRUST 看涨期权 | $0 | 0.00% | 0 | -160,000 | -100.0% | -$544.80万 | 清仓 |
| CSCO | CISCO SYS INC 看跌期权 | $0 | 0.00% | 0 | -70,000 | -100.0% | -$539.21万 | 清仓 |
| GENI | GENIUS SPORTS LIMITED 看涨期权 | $0 | 0.00% | 0 | -486,100 | -100.0% | -$535.68万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -12,970 | -100.0% | -$520.49万 | 清仓 |
| DMAA | DRUGS MADE IN AMER ACQUTN CO | $0 | 0.00% | 0 | -500,000 | -100.0% | -$518.71万 | 清仓 |
| GAP | GAP INC 看涨期权 | $0 | 0.00% | 0 | -200,100 | -100.0% | -$512.26万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -96,631 | -100.0% | -$505.19万 | 清仓 |