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 |
|---|---|---|---|---|---|---|---|---|
| PAGS | PAGSEGURO DIGITAL LTD 看涨期权 | $20.04万 | 0.01% | 20,000 | 20,000 | — | $20.04万 | 新建仓 |
| NFLX | NETFLIX INC. 看涨期权 | $19.23万 | 0.01% | 2,000 | 2,000 | — | $19.23万 | 新建仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN 看跌期权 | $18.99万 | 0.01% | 8,000 | -134,400 | -94.4% | -$319.07万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC 看跌期权 | $17.32万 | 0.01% | 2,500 | 2,500 | — | $17.32万 | 新建仓 |
| SRPT | SAREPTA THERAPEUTICS INC 看涨期权 | $16.32万 | 0.00% | 7,500 | 7,500 | — | $16.32万 | 新建仓 |
| PAR | PAR TECHNOLOGY CORP 看涨期权 | $16.00万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| AIRS | AIRSCULPT TECHNOLOGIES INC 看涨期权 | $15.90万 | 0.00% | 56,200 | 56,200 | — | $15.90万 | 新建仓 |
| TTD | THE TRADE DESK INC 看跌期权 | $15.88万 | 0.00% | 7,000 | -18,000 | -72.0% | -$40.84万 | 减仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $15.19万 | 0.00% | 33,756 | -6,744 | -16.7% | -$3.03万 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $15.09万 | 0.00% | 33,750 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC 看涨期权 | $14.62万 | 0.00% | 20,000 | -640,000 | -97.0% | -$467.84万 | 重新持有 |
| BTG | B2GOLD CORP | $14.27万 | 0.00% | 31,500 | 31,500 | — | $14.27万 | 新建仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $12.58万 | 0.00% | 13,497 | 0 | 0.0% | — | 不变 |
| DSAC | DAEDALUS SPL ACQUISITION COR 看涨期权 | $12.50万 | 0.00% | 312,500 | 312,500 | — | $12.50万 | 新建仓 |
| WMT | WALMART INC 看跌期权 | $12.43万 | 0.00% | 1,000 | 1,000 | — | $12.43万 | 新建仓 |
| SHOP | SHOPIFY INC 看涨期权 | $11.86万 | 0.00% | 1,000 | -10,000 | -90.9% | -$118.62万 | 重新持有 |
| MBI | MBIA INC 看跌期权 | $11.82万 | 0.00% | 20,000 | 20,000 | — | $11.82万 | 新建仓 |
| ARI | APOLLO COML REAL ESTATE FIN 看跌期权 | $10.56万 | 0.00% | 10,000 | 10,000 | — | $10.56万 | 新建仓 |
| PAYO | PAYONEER GLOBAL INC | $10.38万 | 0.00% | 21,500 | -691,785 | -97.0% | -$334.13万 | 减仓 |
| PCAP | PROCAP ACQUISITION CORP 看涨期权 | $9.87万 | 0.00% | 329,286 | 0 | 0.0% | — | 不变 |
| BCSS | BAIN CAP GSS INVT CORP 看涨期权 | $9.24万 | 0.00% | 140,000 | -52,501 | -27.3% | -$3.47万 | 减仓 |
| KRSP | RICE ACQUISITION CORP 3 看涨期权 | $9.04万 | 0.00% | 116,666 | -10,834 | -8.5% | -$8,396 | 减仓 |
| CSGP | COSTAR GROUP INC 看涨期权 | $8.07万 | 0.00% | 2,000 | 2,000 | — | $8.07万 | 新建仓 |
| TOST | TOAST INC 看涨期权 | $7.95万 | 0.00% | 3,000 | 3,000 | — | $7.95万 | 新建仓 |
| — | 1RT ACQUISITION CORP. 看涨期权 | $7.79万 | 0.00% | 175,000 | -40,625 | -18.8% | -$1.81万 | 减仓 |
| FCRS | FUTURECREST ACQUISITION CORP 看涨期权 | $7.49万 | 0.00% | 127,212 | 0 | 0.0% | — | 不变 |
| MBI | MBIA INC | $7.39万 | 0.00% | 12,500 | 12,500 | — | $7.39万 | 新建仓 |
| MAT | MATTEL INC 看涨期权 | $7.26万 | 0.00% | 5,000 | -388,800 | -98.7% | -$564.93万 | 减仓 |
| SHOP | SHOPIFY INC 看跌期权 | $5.93万 | 0.00% | 500 | 500 | — | $5.93万 | 新建仓 |
| SRAD | SPORTRADAR GROUP AG 看跌期权 | $5.36万 | 0.00% | 3,200 | -23,000 | -87.8% | -$38.50万 | 减仓 |
| KRAQ | KRAKACQUISITION CORPORATION 看涨期权 | $5.12万 | 0.00% | 87,499 | 87,499 | — | $5.12万 | 新建仓 |
| YELP | YELP INC 看跌期权 | $4.95万 | 0.00% | 2,000 | 2,000 | — | $4.95万 | 新建仓 |
| — | LIFEZONE METALS LIMITED 看涨期权 | $3.56万 | 0.00% | 75,000 | 0 | 0.0% | — | 不变 |
| SVIV | SPRING VY ACQUISITION CORP I 看涨期权 | $3.33万 | 0.00% | 43,750 | 43,750 | — | $3.33万 | 新建仓 |
| CCII | COHEN CIRCLE ACQUISIT CORP I 看涨期权 | $3.08万 | 0.00% | 45,624 | -95,313 | -67.6% | -$6.43万 | 减仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC 看涨期权 | $2.99万 | 0.00% | 5,000 | 5,000 | — | $2.99万 | 新建仓 |
| MSOS | ADVISORSHARES TR 看跌期权 | $2.91万 | 0.00% | 8,200 | 8,200 | — | $2.91万 | 新建仓 |
| VITL | VITAL FARMS INC 看涨期权 | $2.82万 | 0.00% | 2,000 | 2,000 | — | $2.82万 | 新建仓 |
| — | RENATUS TACTICAL ACQUIS 看涨期权 | $2.79万 | 0.00% | 60,000 | -39,548 | -39.7% | -$1.84万 | 减仓 |
| IEAG | INFINITE EAGLE ACQUISITION C 看涨期权 | $1.73万 | 0.00% | 96,250 | 96,250 | — | $1.73万 | 新建仓 |
| — | UNITED HOMES GROUP INC 看涨期权 | $1.14万 | 0.00% | 62,553 | 0 | 0.0% | — | 不变 |
| WENN | WEN ACQUISITION CORP 看涨期权 | $6,043 | 0.00% | 17,500 | -78,749 | -81.8% | -$2.72万 | 减仓 |
| 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 |