Gotham Asset Management, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$16.7B

Holdings

1,655

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,655 positions)

StockValue
HEIHEICO CORP NEW
$4.4B
VYMVANGUARD WHITEHALL FDS
$4.4B
SUISUN CMNTYS INC
$4.4B
TRVCCITIGROUP INC
$4.4B
ENPHENPHASE ENERGY INC
$4.4B
BSYBENTLEY SYS INC
$4.4B
XMHQINVESCO EXCHANGE TRADED FD T
$4.4B
RNRRENAISSANCERE HLDGS LTD
$4.4B
IBMINTERNATIONAL BUSINESS MACHS
$4.3B
FCNFTI CONSULTING INC
$4.3B
CNMCORE & MAIN INC
$4.3B
MDBMONGODB INC
$4.3B
JBHTHUNT J B TRANS SVCS INC
$4.3B
MTNVAIL RESORTS INC
$4.3B
CITCINTAS CORP
$4.3B
BALLBALL CORP
$4.2B
EXPEAGLE MATLS INC
$4.2B
SNDRSCHNEIDER NATIONAL INC
$4.2B
HELOJ P MORGAN EXCHANGE TRADED F
$4.2B
TYLTYLER TECHNOLOGIES INC
$4.1B
ASHASHLAND INC
$4.1B
FTVFORTIVE CORP
$4.1B
EQREQUITY RESIDENTIAL
$4.0B
VNTVONTIER CORPORATION
$4.0B
PRIMPRIMORIS SVCS CORP
$4.0B
SAROSTANDARDAERO INC
$3.9B
DKNGDRAFTKINGS INC NEW
$3.9B
DRVNDRIVEN BRANDS HLDGS INC
$3.9B
XLFSELECT SECTOR SPDR TR
$3.9B
MSAMSA SAFETY INC
$3.9B
CMGCHIPOTLE MEXICAN GRILL INC
$3.9B
SOSOUTHERN CO
$3.9B
SIGSIGNET JEWELERS LIMITED
$3.9B
ANGIANGI INC
$3.9B
VTECVANGUARD CALIF TAX FREE FDS
$3.9B
DOWDOW INC
$3.9B
GQ9SPDR GOLD TR
$3.8B
ICUIICU MED INC
$3.8B
WPMWHEATON PRECIOUS METALS CORP
$3.8B
HONHONEYWELL INTL INC
$3.8B
ALKSALKERMES PLC
$3.8B
CERTCERTARA INC
$3.8B
CWANCLEARWATER ANALYTICS HLDGS I
$3.8B
TTDTHE TRADE DESK INC
$3.7B
CALMCAL MAINE FOODS INC
$3.7B
QTWOQ2 HLDGS INC
$3.7B
AEMAGNICO EAGLE MINES LTD
$3.7B
FVIFORTUNA MNG CORP
$3.7B
REXRREXFORD INDL RLTY INC
$3.7B
PSNPARSONS CORP DEL
$3.6B
FRTFEDERAL RLTY INVT TR NEW
$3.6B
COLDAMERICOLD REALTY TRUST INC
$3.6B
EGPEASTGROUP PPTYS INC
$3.6B
TRIPTRIPADVISOR INC
$3.6B
ESABESAB CORPORATION
$3.6B
SCHWSCHWAB CHARLES CORP
$3.6B
TTEKTETRA TECH INC NEW
$3.6B
TROWPRICE T ROWE GROUP INC
$3.5B
HALOHALOZYME THERAPEUTICS INC
$3.5B
INGING GROEP N.V.
$3.5B
FSLRFIRST SOLAR INC
$3.5B
RNGRINGCENTRAL INC
$3.5B
JAAAJANUS DETROIT STR TR
$3.5B
GRMNGARMIN LTD
$3.5B
TTTRANE TECHNOLOGIES PLC
$3.5B
THCTENET HEALTHCARE CORP
$3.4B
EWEDWARDS LIFESCIENCES CORP
$3.4B
PRGOPERRIGO CO PLC
$3.4B
WHRWHIRLPOOL CORP
$3.4B
EPAMEPAM SYS INC
$3.3B
JCPBJ P MORGAN EXCHANGE TRADED F
$3.3B
KRCKILROY RLTY CORP
$3.3B
OGEOGE ENERGY CORP
$3.3B
LAMRLAMAR ADVERTISING CO NEW
$3.3B
BCEBCE INC
$3.3B
UDRUDR INC
$3.3B
BXBLACKSTONE INC
$3.3B
AWCAMERICAN WTR WKS CO INC NEW
$3.3B
MUSAMURPHY USA INC
$3.3B
XYZBLOCK INC
$3.2B
VWOVANGUARD INTL EQUITY INDEX F
$3.2B
QGENQIAGEN NV
$3.2B
IWMISHARES TR
$3.2B
YELPYELP INC
$3.2B
DOCHEALTHPEAK PROPERTIES INC
$3.2B
JT5MUELLER WTR PRODS INC
$3.2B
BIPCBROOKFIELD INFRASTRUCTURE CO
$3.2B
AREALEXANDRIA REAL ESTATE EQ IN
$3.2B
OSKOSHKOSH CORP
$3.2B
DXCDXC TECHNOLOGY CO
$3.2B
IDAIDACORP INC
$3.1B
IUSVISHARES TR
$3.1B
VISNCOMMSCOPE HLDG CO INC
$3.1B
ANFABERCROMBIE & FITCH CO
$3.1B
TSAACI WORLDWIDE INC
$3.1B
NOCNORTHROP GRUMMAN CORP
$3.1B
CRICARTERS INC
$3.0B
RJFRAYMOND JAMES FINL INC
$3.0B
RELYREMITLY GLOBAL INC
$3.0B
RKTROCKET COS INC
$3.0B
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