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J. Goldman & Co., L.P.
Jay G. Goldman · Hedge Fund · Multi-Strategy
J. Goldman & Co., L.P. is a New York-based independent investment management firm founded in 1986 by Jay G. Goldman. The firm operates as an equity-focused, multi-strategy hedge fund with additional offices in Miami Beach. Over its nearly four decades of history, the institution has cultivated a collaborative and meritocratic culture, aiming to deliver consistent, attractive risk-adjusted returns across various market cycles by allocating capital flexibly to high-conviction ideas. J. Goldman & Co. leverages a team-oriented approach that integrates deep fundamental analysis with trading dynamics and disciplined risk management, serving a client base of qualified institutional investors while maintaining a commitment to absolute integrity and robust downside protection.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +27.2% |
| YTD return | +11.4% |
| Sharpe ratio | 2.62 |
| Win rate | 43% |
| AUM | $0.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.jgoldmanlp.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| SIRI | Sirius XM Holding Inc | 9.0% | -4.0% |
| S | SentinelOne Inc | 7.5% | +6.7% |
| DXYZ | Destiny Tech100 Inc. | 6.4% | -8.7% |
| AZO | AutoZone Inc | 6.4% | -3.5% |
| GO | Grocery Outlet Holding Corp | 6.3% | -9.1% |
| ZBRA | Zebra Technologies Corporation | 5.6% | +37.0% |
| ROKU | Roku Inc | 5.3% | +17.6% |
| ANDG | Andersen Group Inc. | 4.8% | +86.5% |
| WRBY | Warby Parker Inc | 4.7% | -9.2% |
| MMM | 3M Company | 4.7% | -4.8% |
| MICC | The Magnum Ice Cream Company N.V. | 4.7% | -6.0% |
| ITW | Illinois Tool Works Inc | 4.6% | -3.8% |
| SHOO | Steven Madden Ltd | 4.6% | +0.1% |
| AMZN | Amazon.com Inc | 4.4% | +13.6% |
| OLLI | Ollie's Bargain Outlet Hldg | 4.1% | +5.0% |
| ECL | Ecolab Inc | 3.9% | -6.0% |
| RHLD | Resolute Holdings Management, Inc. | 3.5% | -13.1% |
| FOXA | Fox Corp Class A | 3.3% | -6.5% |
| TDY | Teledyne Technologies Incorporated | 3.2% | -3.1% |
| BWA | BorgWarner Inc | 2.9% | -1.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | ZBRA | 5.2% → 5.6% |
| Aug 31, 2026 | BUY | ROKU | 3.7% → 5.3% |
| Aug 31, 2026 | BUY | DXYZ | 0.0% → 6.4% |
| Aug 31, 2026 | BUY | MMM | 0.0% → 4.7% |
| Aug 31, 2026 | SELL | OUT | 3.6% → 0.0% |
Investment Style Analysis
J. Goldman & Co., L.P. is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Entertainment and Auto Parts sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, J. Goldman & Co., L.P. made a significant move by reducing the position in ZBRA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's investment philosophy incorporates an unrelenting focus on idiosyncratic, alpha-generating ideas derived from fundamental analysis and a comprehensive understanding of trading dynamics. J. Goldman & Co. employs an idea-centric approach to capital allocation, utilizing a rigorous process to identify and evaluate the best ideas of its investment professionals. This flexible mandate allows teams to focus resources on compelling opportunities without pressure to recycle capital. The firm seeks to achieve attractive risk-adjusted returns in all market conditions with low correlation and volatility, managing risk through a meticulous three-layered approach encompassing the individual idea, portfolio, and firm levels.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with J. Goldman & Co., L.P..
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Frequently asked questions
How is the simulated portfolio for J. Goldman & Co., L.P. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is J. Goldman & Co., L.P.'s largest holding?
As of the latest filing, J. Goldman & Co., L.P.'s top position is Sirius XM Holding Inc (SIRI), representing 9.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is J. Goldman & Co., L.P.'s historical performance and risk profile?
Our simulation indicates a total return of +27.2% with a win rate of 43%. Notably, the portfolio maintains a Sharpe Ratio of 2.62, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does J. Goldman & Co., L.P. primarily invest in?
J. Goldman & Co., L.P. has a strong preference for the Entertainment sector, which makes up 17.6% of their disclosed assets. The portfolio also has exposure to Auto Parts, indicating a specific thematic focus.
Is J. Goldman & Co., L.P.'s portfolio concentrated or diversified?
J. Goldman & Co., L.P. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 23.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has J. Goldman & Co., L.P. performed in 2026?
Our AI-simulated model portfolio for J. Goldman & Co., L.P. tracks a Year-to-Date (YTD) return of +11.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jay G. Goldman manage J. Goldman & Co., L.P. directly?
Yes, Jay G. Goldman serves as the key portfolio manager for J. Goldman & Co., L.P., overseeing the investment strategy and final capital allocation decisions.