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Holders — by stockHoldings — by fund

Gotham Asset Management, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001510387

$42.96B

disclosed book value

1,791

positions

19.8%

largest position share

Positions, as of 2026-06-30

top 100 of 1,791 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SPYSTATE STR SPDR S&P 500 ETF T11.4M$8.51B19.8%
2AAPLAPPLE INC2.9M$827.7M1.9%
3NVDANVIDIA CORPORATION4.0M$804.2M1.9%
4GSPYTIDAL TRUST I17.0M$688.9M1.6%
5IVVISHARES TR445,224$333.4M0.8%
6SNOWSNOWFLAKE INC1.0M$262.6M0.6%
7AMZNAMAZON COM INC839,512$200.1M0.5%
8GOOGLALPHABET INC554,564$198.2M0.5%
9VOOVANGUARD INDEX FDS286,051$196.5M0.5%
10VTVVANGUARD INDEX FDS875,457$190.8M0.4%
11SGOVISHARES TR1.6M$157.3M0.4%
12MUMICRON TECHNOLOGY INC127,169$146.8M0.3%
13SNDKSANDISK CORP61,881$140.7M0.3%
14IRDMIRIDIUM COMMUNICATIONS INC2.5M$137.9M0.3%
15ABNBAIRBNB INC936,718$134.0M0.3%
16DELLDELL TECHNOLOGIES INC307,070$132.5M0.3%
17AVGOBROADCOM INC337,845$127.6M0.3%
18IWVISHARES TR292,440$124.7M0.3%
19IEFAISHARES TR1.3M$124.4M0.3%
20MSFTMICROSOFT CORP332,643$124.1M0.3%
21GVLUTIDAL TRUST I4.6M$120.8M0.3%
22LRCXLAM RESEARCH CORP276,730$119.9M0.3%
23QQQINVESCO QQQ TR161,871$119.2M0.3%
24CATCATERPILLAR INC105,101$111.9M0.3%
25GENGEN DIGITAL INC4.5M$111.0M0.3%
26EXPEEXPEDIA GROUP INC421,774$107.9M0.3%
27WDCWESTERN DIGITAL CORP166,756$106.5M0.2%
28HPEHEWLETT PACKARD ENTERPRISE C2.3M$104.8M0.2%
29IEMGISHARES INC1.3M$104.0M0.2%
30NEUNEWMARKET CORP130,865$103.5M0.2%
31CRLCHARLES RIV LABS INTL INC433,146$98.2M0.2%
32AMATAPPLIED MATLS INC135,167$97.7M0.2%
33EXEEXPAND ENERGY CORPORATION1.1M$97.6M0.2%
34TECHNIPFMC PLC1.5M$96.2M0.2%
35TSLATESLA INC223,026$93.8M0.2%
36TPRTAPESTRY INC638,910$93.5M0.2%
37NVENT ELEC PLC551,402$93.5M0.2%
38FIXCOMFORT SYS USA INC46,105$91.4M0.2%
39HUMHUMANA INC224,860$89.3M0.2%
40KLACKLA CORP293,586$88.6M0.2%
41NEMNEWMONT CORP937,898$87.6M0.2%
42JBLJABIL INC227,129$87.6M0.2%
43NDSNNORDSON CORP282,929$85.4M0.2%
44VUGVANGUARD INDEX FDS948,861$81.7M0.2%
45INCYINCYTE CORP719,545$81.6M0.2%
46APAAPA CORPORATION2.5M$81.5M0.2%
47RBCRBC BEARINGS INC125,584$80.9M0.2%
48METAMETA PLATFORMS INC142,305$80.2M0.2%
49CSCOCISCO SYS INC678,221$79.7M0.2%
50SNXTD SYNNEX CORPORATION297,733$79.6M0.2%
51GISGENERAL MILLS INC2.3M$78.7M0.2%
52BROBROWN & BROWN INC1.2M$78.2M0.2%
53RRYDER SYS INC293,937$77.5M0.2%
54DALDELTA AIR LINES INC816,386$76.5M0.2%
55APPAPPLOVIN CORP148,268$76.4M0.2%
56AMDADVANCED MICRO DEVICES INC131,260$76.3M0.2%
57SCCOSOUTHERN COPPER CORP436,209$76.0M0.2%
58VNOVORNADO RLTY TR1.9M$75.8M0.2%
59MKSIMKS INC.170,226$75.7M0.2%
60RSPINVESCO EXCHANGE TRADED FD T354,896$75.5M0.2%
61RLRALPH LAUREN CORP187,673$75.3M0.2%
62CFCF INDUSTRIES HOLD689,521$74.6M0.2%
63FDSFACTSET RESH SYS INC324,096$74.6M0.2%
64PAYXPAYCHEX INC757,118$74.4M0.2%
65DDDUPONT DE NEMOURS INC545,827$74.0M0.2%
66BONDPIMCO ETF TR798,729$73.7M0.2%
67BKNGBOOKING HOLDINGS INC410,502$73.2M0.2%
68BBYBEST BUY INC963,170$73.1M0.2%
69TNLTRAVEL PLUS LEISURE CO954,387$72.9M0.2%
70WSMWILLIAMS SONOMA INC308,634$71.9M0.2%
71HIWHIGHWOODS PPTYS INC2.4M$71.8M0.2%
72VRTVERTIV HOLDINGS CO213,966$71.6M0.2%
73ROPROPER TECHNOLOGIES INC209,953$71.0M0.2%
74VTIVANGUARD INDEX FDS190,878$70.6M0.2%
75AMKRAMKOR TECHNOLOGY INC816,161$70.4M0.2%
76TMOTHERMO FISHER SCIENTIFIC INC139,499$69.9M0.2%
77GDGENERAL DYNAMICS CORP196,280$69.5M0.2%
78ASTSAST SPACEMOBILE INC782,446$69.5M0.2%
79VTRSVIATRIS INC4.4M$69.5M0.2%
80NTAPNETAPP INC447,954$69.3M0.2%
81ADPAUTOMATIC DATA PROCESSING IN309,165$69.2M0.2%
82PLNTPLANET FITNESS MASTER ISSUER1.3M$68.8M0.2%
83MRKMERCK & CO INC528,937$68.0M0.2%
84VLOVALERO ENERGY CORP260,471$67.8M0.2%
85TKRTIMKEN CO462,639$67.2M0.2%
86LFUSLITTELFUSE INC147,110$67.0M0.2%
87FFIVF5 INC160,688$66.8M0.2%
88PYPLPAYPAL HLDGS INC1.5M$66.4M0.2%
89ESIELEMENT SOLUTIONS INC1.4M$65.8M0.2%
90ONON SEMICONDUCTOR CORP695,708$65.8M0.2%
91VRSKVERISK ANALYTICS INC365,407$65.6M0.2%
92REGNREGENERON PHARMACEUTICALS105,165$65.6M0.2%
93GOOGALPHABET INC185,492$65.5M0.2%
94EVRGEVERGY INC751,305$64.9M0.2%
95VTRVENTAS INC728,429$64.7M0.2%
96WEATHERFORD INTL PLC789,624$64.4M0.1%
97HSTHOST HOTELS & RESORTS INC2.7M$64.3M0.1%
98CRSCARPENTER TECHNOLOGY CORP104,168$64.3M0.1%
99OCOWENS CORNING NEW400,722$63.7M0.1%
100MMACYS INC2.7M$63.6M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.