Gotham Asset Management, LLC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$4.6T

Holdings

1,294

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (1,294 positions)

#StockSharesValue% PortfolioType
301
COSTCOSTCO WHSL CORP NEW
7,716$4.2B0.09%
302
XRAYDENTSPLY SIRONA INC
103,110$4.1B0.09%
303
AMDADVANCED MICRO DEVICES INC
36,160$4.1B0.09%
304
PLTRPALANTIR TECHNOLOGIES INC
267,619$4.1B0.09%
305
HRHEALTHCARE RLTY TR
217,282$4.1B0.09%
306
NKENIKE INC
36,865$4.1B0.09%
307
BNDXVANGUARD CHARLOTTE FDS
83,129$4.1B0.09%
308
CRCRANE COMPANY
45,598$4.1B0.09%
309
SYYSYSCO CORP
54,614$4.1B0.09%
310
WSCWILLSCOT MOBIL MINI HLDNG CO
84,778$4.1B0.09%
311
FFIVF5 INC
27,571$4.0B0.09%
312
VRTXVERTEX PHARMACEUTICALS INC
11,453$4.0B0.09%
313
HIIHUNTINGTON INGALLS INDS INC
17,582$4.0B0.09%
314
SGENUSDSEAGEN INC
20,550$4.0B0.09%
315
PPLPPL CORP
149,378$4.0B0.09%
316
VUGVANGUARD INDEX FDS
13,890$3.9B0.09%
317
LNTALLIANT ENERGY CORP
74,862$3.9B0.09%
318
BSVVANGUARD BD INDEX FDS
51,978$3.9B0.09%
319
CMECME GROUP INC
21,164$3.9B0.09%
320
GPKGRAPHIC PACKAGING HLDG CO
163,095$3.9B0.09%
321
ORIOLD REP INTL CORP
155,469$3.9B0.09%
322
SHLSSHOALS TECHNOLOGIES GROUP IN
153,101$3.9B0.09%
323
BUNGE LIMITED
41,334$3.9B0.08%
324
WPMWHEATON PRECIOUS METALS CORP
90,209$3.9B0.08%
325
CALMCAL MAINE FOODS INC
86,400$3.9B0.08%
326
PSXPHILLIPS 66
40,695$3.9B0.08%
327
VTVVANGUARD INDEX FDS
27,263$3.9B0.08%
328
GRMNGARMIN LTD
37,116$3.9B0.08%
329
MPWRMONOLITHIC PWR SYS INC
7,165$3.9B0.08%
330
ABTABBOTT LABS
35,478$3.9B0.08%
331
PNWPINNACLE WEST CAP CORP
47,287$3.9B0.08%
332
AMTAMERICAN TOWER CORP NEW
19,844$3.8B0.08%
333
HASHASBRO INC
59,289$3.8B0.08%
334
PLNTPLANET FITNESS INC
56,817$3.8B0.08%
335
IDIINTERDIGITAL INC
39,627$3.8B0.08%
336
FNFFIDELITY NATIONAL FINANCIAL
106,236$3.8B0.08%
337
ACGLARCH CAP GROUP LTD
50,520$3.8B0.08%
338
NSCNORFOLK SOUTHN CORP
16,624$3.8B0.08%
339
MKSIMKS INSTRS INC
34,647$3.7B0.08%
340
MURMURPHY OIL CORP
97,682$3.7B0.08%
341
BACBANK AMERICA CORP
129,222$3.7B0.08%
342
EFAISHARES TR
51,080$3.7B0.08%
343
HALHALLIBURTON CO
112,206$3.7B0.08%
344
AVTRAVANTOR INC
179,863$3.7B0.08%
345
WIREEURENCORE WIRE CORP
19,762$3.7B0.08%
346
FLT1EURFLEETCOR TECHNOLOGIES INC
14,629$3.7B0.08%
347
WSOWATSCO INC
9,590$3.7B0.08%
348
CLCOLGATE PALMOLIVE CO
47,484$3.7B0.08%
349
HHC*HOWARD HUGHES CORP
46,349$3.7B0.08%
350
EXPEAGLE MATLS INC
19,533$3.6B0.08%
351
FASTFASTENAL CO
61,622$3.6B0.08%
352
DOVDOVER CORP
24,510$3.6B0.08%
353
JAZZJAZZ PHARMACEUTICALS PLC
29,192$3.6B0.08%
354
CMCCOMMERCIAL METALS CO
68,282$3.6B0.08%
355
4I1PHILIP MORRIS INTL INC
36,756$3.6B0.08%
356
UFPIUFP INDUSTRIES INC
36,906$3.6B0.08%
357
DHTDHT HOLDINGS INC
417,801$3.6B0.08%
358
ABGAMERISOURCEBERGEN CORP
18,495$3.6B0.08%
359
CWCURTISS WRIGHT CORP
19,358$3.6B0.08%
360
STXSEAGATE TECHNOLOGY HLDNGS PL
57,357$3.5B0.08%
361
COLMCOLUMBIA SPORTSWEAR CO
45,925$3.5B0.08%
362
PFGCPERFORMANCE FOOD GROUP CO
58,806$3.5B0.08%
363
GOGROCERY OUTLET HLDG CORP
115,741$3.5B0.08%
364
TNDMTANDEM DIABETES CARE INC
144,212$3.5B0.08%
365
VGTVANGUARD WORLD FDS
7,995$3.5B0.08%
366
AGCOAGCO CORP
26,828$3.5B0.08%
367
HUNHUNTSMAN CORP
128,991$3.5B0.08%
368
WENWENDYS CO
160,016$3.5B0.08%
369
CNPCENTERPOINT ENERGY INC
119,159$3.5B0.08%
370
PLDPROLOGIS INC.
28,312$3.5B0.08%
371
DOXAMDOCS LTD
35,082$3.5B0.08%
372
MCXMCCORMICK & CO INC
39,747$3.5B0.08%
373
HHYATT HOTELS CORP
30,143$3.5B0.08%
374
HAYWHAYWARD HLDGS INC
268,092$3.4B0.07%
375
CVNACARVANA CO
132,414$3.4B0.07%
376
PATHUIPATH INC
207,109$3.4B0.07%
377
ODFLOLD DOMINION FREIGHT LINE IN
9,155$3.4B0.07%
378
HESHESS CORP
24,872$3.4B0.07%
379
YETIYETI HLDGS INC
86,577$3.4B0.07%
380
BKIEURBLACK KNIGHT INC
56,168$3.4B0.07%
381
ELVELEVANCE HEALTH INC
7,548$3.4B0.07%
382
AONAON PLC
9,685$3.3B0.07%
383
CHECHEMED CORP NEW
6,173$3.3B0.07%
384
AZTAAZENTA INC
70,777$3.3B0.07%
385
PEPPEPSICO INC
17,826$3.3B0.07%
386
DOWDOW INC
61,979$3.3B0.07%
387
CACCCREDIT ACCEP CORP MICH
6,486$3.3B0.07%
388
DEIDOUGLAS EMMETT INC
260,944$3.3B0.07%
389
USFDUS FOODS HLDG CORP
74,528$3.3B0.07%
390
DISDISNEY WALT CO
36,659$3.3B0.07%
391
FICOFAIR ISAAC CORP
4,024$3.3B0.07%
392
NEUNEWMARKET CORP
8,091$3.3B0.07%
393
PEGAPEGASYSTEMS INC
65,842$3.2B0.07%
394
TGTXTG THERAPEUTICS INC
130,694$3.2B0.07%
395
DDOGDATADOG INC
32,981$3.2B0.07%
396
QDELQUIDELORTHO CORP
39,147$3.2B0.07%
397
NXSTNEXSTAR MEDIA GROUP INC
19,393$3.2B0.07%
398
GTMZOOMINFO TECHNOLOGIES INC
127,144$3.2B0.07%
399
IEIINSIGHT ENTERPRISES INC
22,035$3.2B0.07%
400
DUKDUKE ENERGY CORP NEW
35,808$3.2B0.07%
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