Portfolio timeline
Gotham Asset Management — Portfolio History
Every 13F quarter on record, newest first. Each row lists the quarter's top positions; open any quarter for the full portfolio, buys, adds, trims and exits.
- Quarters
- 2
- Avg positions
- 1770
- Latest top 5 weight
- 26%
- Avg top 5 weight
- 25.5%
- Avg changed names
- 1767
- Held in ≥75% of stored quarters
- 1,612
Quarter Activity
Reported increases, decreases, exits, and new positions vs. the prior filing.
| Quarter | New | Adds | Trims | Exits | Top 5 |
|---|---|---|---|---|---|
| Q2 2026 | 179 | 856 | 595 | 137 | 26% |
| Q1 2026 | No prior baseline | 25.1% | |||
Most Frequently Reported Positions
Positions appearing across the most stored reporting quarters.
| Position | Quarters | Latest weight | Latest value |
|---|---|---|---|
| SPY SPDR S&P 500 ETF TR | 2 | 19.8% | $8.5B |
| AAPL Apple Inc. | 2 | 1.9% | $827.7M |
| NVDA Nvidia Corporation | 2 | 1.9% | $804.2M |
| Unmapped CUSIP Tidal Trust I | 2 | 1.6% | $688.9M |
| IVV Ishares TR | 2 | 0.8% | $333.4M |
| SNOW Snowflake Inc. | 2 | 0.6% | $262.6M |
Tip: hover any ticker below to see its weight in that quarter's portfolio.