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Portfolio (Quarterly) Guide ↗

Gotham Asset Management

· CIK 0001510387
13F Portfolio $32.7B AUM 1,749 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 159 New 926 Added 526 Reduced 129 Exited
Page 5 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FIGS FIGS INC Consumer Cyclical 29,194.0 $431K 0.00% NEW $14.77 -22.1%
82 DXJ WISDOMTREE TR 2,655.0 $421K 0.00% NEW $158.58 +6.2%
83 SDGR SCHRODINGER INC Healthcare 35,973.0 $409K 0.00% NEW $11.36 +6.1%
84 JAVA J P MORGAN EXCHANGE TRADED F 5,659.0 $406K 0.00% NEW $71.75 +5.1%
85 TNGX TANGO THERAPEUTICS INC Healthcare 19,137.0 $400K 0.00% NEW $20.92 -1.4%
86 ICFI ICF INTL INC Industrials 6,069.0 $396K 0.00% NEW $65.29 -1.2%
87 EPD ENTERPRISE PRODS PARTNERS L Energy 10,033.0 $380K 0.00% NEW $37.84 +4.3%
88 LQDA LIQUIDIA CORPORATION Healthcare 9,961.0 $376K 0.00% NEW $37.74 +51.0%
89 CTRE CARETRUST REIT INC Real Estate 10,239.0 $375K 0.00% NEW $36.65 +13.3%
90 ET ENERGY TRANSFER L P Energy 18,249.0 $352K 0.00% NEW $19.30 +4.6%
91 MATW MATTHEWS INTL CORP Industrials 13,628.0 $352K 0.00% NEW $25.82 +4.0%
92 FA FIRST ADVANTAGE CORP NEW Industrials 29,459.0 $346K 0.00% NEW $11.76 +30.0%
93 ESLT ELBIT SYS LTD Industrials 399.0 $339K 0.00% NEW $849.09 -10.4%
94 TEM TEMPUS AI INC Healthcare 7,474.0 $338K 0.00% NEW $45.22 -3.5%
95 RLAY RELAY THERAPEUTICS INC Healthcare 33,606.0 $334K 0.00% NEW $9.95 +21.6%
96 CIGI COLLIERS INTL GROUP INC Real Estate 3,092.0 $331K 0.00% NEW $106.89 -12.8%
97 NGG NATIONAL GRID PLC Utilities 3,827.0 $324K 0.00% NEW $84.60 -0.9%
98 SDY SPDR SERIES TRUST 2,179.0 $318K 0.00% NEW $145.94 +1.2%
99 FRO FRONTLINE PLC Energy 9,069.0 $316K 0.00% NEW $34.86 +8.3%
100 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 10,265.0 $312K 0.00% NEW $30.36 +1.8%
Page 5 of 8  ·  159 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.0%
Technology 19.2%
Industrials 13.5%
Consumer Cyclical 10.1%
Healthcare 8.3%
Consumer Defensive 4.4%
Basic Materials 3.9%
Energy 3.9%
Real Estate 3.8%
Communication Services 3.1%