Arkolith/Funds/Gotham Asset Management, LLC

Gotham Asset Management, LLC

Joel Greenblatt CIK 1510387Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Gotham Asset Management, LLC holds a diversified book of 1749 stocks worth $32.7B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened ISHARES RUSSELL 3000 ETF and trimmed AMAZON.COM INC. Their largest long position is SS SPDR S&P 500 ETF TRUST-US at 18% of the equity book. Cloning the disclosed picks since 2021 would be +62% (+10.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Gotham Asset Management, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1510387/holdings"
Ask your agent
Use Arkolith to show Gotham Asset Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
159
new positions
Added to
935
existing
Trimmed
558
reduced
Sold out
129
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+62.5%
+10.6%/yr · since Aug '21
Their reported book
+69.2%
held from quarter-end
S&P 500
+76.1%
same window
$8K$11K$13K$16K$18KAug '21Aug '22Jul '23Jul '24Jun '25Jun '26
Gotham Asset Management, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +69.2%, a 6.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Gotham Asset Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
28%
Top 20 holdings
31%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

71% mapped to company sectors

ETF / fund or unclassified
29%
Information Technology
18%
Industrials
13%
Consumer Discretionary
8%
Health Care
7%
Materials
6%
Financials
5%
Real Estate
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,749 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$5.9B9.01M
17.9%
+34%
Added · +2.3M sh
2Apple Inc
COM
$729.2M2.87M
2.2%
+84%
Added · +1.3M sh
3Nvidia Corporation
COM
$720.8M4.13M
2.2%
+40%
Added · +1.2M sh
4Tidal Trust I
GOTHAM ENHNCD
$600.7M16.98M
1.8%
+1.5%
Added · +253K sh
5Ishares TR
CORE S&P500 ETF
$284.4M435.4K
0.9%
+6.8%
Added · +28K sh
6Vanguard Index FDS
VALUE ETF
$168.4M858.1K
0.5%
+12%
Added · +91K sh
7Vanguard Index FDS
S&P 500 ETF SHS
$165.4M276.8K
0.5%
+53%
Added · +96K sh
8Amazon Com Inc
COM
$164.5M789.8K
0.5%
−20%
Reduced · −204K sh
9Alphabet Inc
CAP STK CL A
$157.9M549.1K
0.5%
+5.3%
Added · +28K sh
10Snowflake Inc
COM SHS
$149.5M991.4K
0.5%
+0.1%
Added · +1K sh
11Ishares TR
0-3 MNTH TREASRY
$124.7M1.24M
0.4%
−31%
Reduced · −549K sh
12Ishares TR
CORE MSCI EAFE
$119.0M1.32M
0.4%
+32%
Added · +322K sh
13Microsoft Corp
COM
$113.2M305.9K
0.3%
+7.0%
Added · +20K sh
14Ishares TR
RUSSELL 3000 ETF
$107.0M288.6K
0.3%
New
New position
15Broadcom Inc
COM
$106.9M345.3K
0.3%
+3.5%
Added · +12K sh
16Tidal Trust I
GOTHAM 1000 VALU
$105.7M4.18M
0.3%
+9.1%
Added · +350K sh
17Western Digital Corp
COM
$99.5M367.8K
0.3%
−27%
Reduced · −139K sh
18Apa Corporation
COM
$98.4M2.32M
0.3%
+1.3%
Added · +30K sh
19Iridium Communications Inc
COM
$93.0M3.35M
0.3%
+45%
Added · +1.0M sh
20Technipfmc PLC
COM
$91.4M1.32M
0.3%
−1.1%
Reduced · −15K sh
21Tapestry Inc
COM
$90.0M638.0K
0.3%
+11%
Added · +61K sh
22CF Industries Hold
COM
$89.7M690.8K
0.3%
+13%
Added · +81K sh
23Ishares Inc
CORE MSCI EMKT
$85.6M1.23M
0.3%
+21%
Added · +214K sh
24Invesco QQQ TR
UNIT SER 1
$85.5M148.1K
0.3%
+43%
Added · +44K sh
25Caterpillar Inc
COM
$83.0M117.1K
0.3%
−4.4%
Reduced · −5K sh
26Micron Technology Inc
COM
$82.6M244.5K
0.3%
+6.3%
Added · +14K sh
27Meta Platforms Inc
CL A
$80.8M141.2K
0.2%
+7.0%
Added · +9K sh
28Airbnb Inc
COM CL A
$78.5M621.3K
0.2%
−21%
Reduced · −162K sh
29Palantir Technologies Inc
CL A
$78.4M536.0K
0.2%
+19%
Added · +86K sh
30Newmont Corp
COM
$77.2M712.8K
0.2%
−0.6%
Reduced · −4K sh
31Tesla Inc
COM
$76.1M204.8K
0.2%
+24%
Added · +40K sh
32Weatherford Intl PLC
ORD SHS
$76.1M804.6K
0.2%
−5.3%
Reduced · −45K sh
33Boyd Gaming Corp
COM
$70.5M858.0K
0.2%
+26%
Added · +174K sh
34Southern Copper Corp
COM
$67.7M393.4K
0.2%
−12%
Reduced · −53K sh
35Comfort Sys USA Inc
COM
$67.3M48.8K
0.2%
−10%
Reduced · −6K sh
36Nordson Corp
COM
$67.0M251.8K
0.2%
+2.9%
Added · +7K sh
37Nvent Elec PLC
SHS
$66.7M563.7K
0.2%
−1.3%
Reduced · −7K sh
38Vanguard Index FDS
TOTAL STK MKT
$66.6M207.7K
0.2%
+68%
Added · +84K sh
39Ast Spacemobile Inc
COM CL A
$64.7M780.2K
0.2%
−5.5%
Reduced · −45K sh
40Duke Energy Corp New
COM NEW
$64.6M493.7K
0.2%
−12%
Reduced · −67K sh
41Ishares Gold TR
ISHARES NEW
$64.4M730.0K
0.2%
−8.3%
Reduced · −66K sh
42Regeneron Pharmaceuticals
COM
$64.0M82.8K
0.2%
+3.2%
Added · +3K sh
43Sandisk Corp
COM
$63.8M100.5K
0.2%
−55%
Reduced · −124K sh
44Incyte Corp
COM
$63.7M676.7K
0.2%
+92%
Added · +324K sh
45Lam Research Corp
COM NEW
$63.6M297.7K
0.2%
+0.8%
Added · +2K sh
46RBC Bearings Inc
COM
$63.2M116.3K
0.2%
−0.7%
Reduced · −799 sh
47Netapp Inc
COM
$62.8M613.6K
0.2%
+27%
Added · +130K sh
48Vanguard Index FDS
GROWTH ETF
$62.2M142.4K
0.2%
+54%
Added · +50K sh
49Expedia Group Inc
COM NEW
$61.9M268.0K
0.2%
+22%
Added · +48K sh
50Charles Riv Labs Intl Inc
COM
$61.8M358.5K
0.2%
+24%
Added · +69K sh
Showing 50 of 1,749 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20261,749$32.7B13F-HR
Q4 2025Dec 31, 2025Feb 17, 20261,719$27.4B13F-HR
Q3 2025Sep 30, 2025Nov 14, 20251,676$23.0B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20251,655$16.7B13F-HR
Q1 2025Mar 31, 2025May 15, 20251,541$12.0B13F-HR
Q4 2024Dec 31, 2024Feb 14, 20251,421$10.5B13F-HR
Q3 2024Sep 30, 2024Nov 14, 20241,402$9.7B13F-HR
Q2 2024Jun 30, 2024Aug 14, 20241,407$7.7B13F-HR
Q1 2024Mar 31, 2024May 15, 20241,366$6.6B13F-HR
Q4 2023Dec 31, 2023Feb 14, 20241,324$5.4B13F-HR
Q3 2023Sep 30, 2023Nov 14, 20231,313$4.8B13F-HR
Q2 2023Jun 30, 2023Aug 14, 20231,294$4.6B13F-HR
Q1 2023Mar 31, 2023May 15, 20231,309$4.1B13F-HR
Q4 2022Dec 31, 2022Feb 14, 20231,201$3.6B13F-HR
Q3 2022Sep 30, 2022Nov 14, 20221,156$3.3B13F-HR
Q2 2022Jun 30, 2022Aug 15, 20221,104$3.1B13F-HR
Q1 2022Mar 31, 2022May 16, 20221,115$3.2B13F-HR
Q4 2021Dec 31, 2021Feb 14, 20221,126$3.1B13F-HR
Q3 2021Sep 30, 2021Nov 15, 20211,005$2.5B13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021982$2.4B13F-HR
Q1 2021Mar 31, 2021May 17, 2021979$2.2B13F-HR
Q4 2020Dec 31, 2020Feb 16, 2021984$3.0B13F-HR
Q3 2020Sep 30, 2020Nov 16, 20201,011$3.1B13F-HR
Q2 2020Jun 30, 2020Aug 13, 20201,043$3.3B13F-HR

Manager

J
Joel Greenblatt
Managing Partner since 2008

Founder of Gotham Asset Management. Author of 'The Little Book That Beats the Market'.

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.