Stock Taper 
GOTHAM ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Aerospace | GE | 46.78K | $17.48M |
 U.S. Bancorp | USB | 46.71K | $2.82M |
 Amgen Inc. | AMGN | 46.6K | $16.88M |
 Uranium Royalty Corp. | UROY | 46.35K | $128.87K |
 Asana, Inc. | ASAN | 46.12K | $322.84K |
 Comfort Systems USA, Inc. | FIX | 46.1K | $91.38M |
 Quanta Services, Inc. | PWR | 46.03K | $33.14M |
 NextEra Energy, Inc. | NEE | 45.74K | $4.01M |
 D.R. Horton, Inc. | DHI | 45.7K | $7.44M |
 Morgan Stanley | MS | 45.37K | $9.48M |
 TG Therapeutics, Inc. | TGTX | 44.91K | $2.47M |
 Royal Caribbean Cruises Ltd. | RCL | 44.5K | $14.13M |
 Joby Aviation, Inc. | JOBY | 44.27K | $394.92K |
 Aveanna Healthcare Holdings Inc. | AVAH | 44.21K | $378.88K |
 Royal Gold, Inc. | RGLD | 43.69K | $8.72M |
 GigaCloud Technology Inc. | GCT | 43.61K | $1.38M |
 Plains GP Holdings LP | PAGP | 43.35K | $1.05M |
 Zebra Technologies Corporation | ZBRA | 43.33K | $11.41M |
 The Carlyle Group Inc. | CG | 43.14K | $1.82M |
 SBA Communications Corporation | SBAC | 43.03K | $7.59M |