13F Insight
Investor profile · Q1 2026 13F

Joel Greenblatt’s Portfolio

Co-CIO · Gotham Asset Management

Author of The Little Book That Beats the Market and inventor of the 'Magic Formula.' Gotham runs systematic value-weighted long/short strategies across a very broad book.

Portfolio value
$32.65B
Holdings
1749
Last 13F filed
May 15, 2026
Report quarter
Q1 2026

Top holdings

1SPYState Str Spdr S&P 500 Etf T$5.86B17.9%2AAPLApple Inc$729.20M2.2%3NVDANvidia Corporation$720.77M2.2%4GSPYTidal Trust I$600.66M1.8%5IVVIshares Tr$284.40M0.9%6VTVVanguard Index Fds$168.36M0.5%7VOOVanguard Index Fds$165.39M0.5%8AMZNAmazon Com Inc$164.50M0.5%9GOOGLAlphabet Inc$157.91M0.5%10SNOWSnowflake Inc$149.53M0.5%
Full holdings, history & AI analysis on the Gotham Asset Management page →

Data source: Gotham Asset Management’s SEC Form 13F-HR filings, most recently filed May 15, 2026. 13F filings disclose long U.S. equity positions only, with up to a 45-day lag. How we process this data →