Quant ValueAs of 2025-12-31
Joel Greenblatt
Gotham Asset Management LLC
Author of the 'Magic Formula Investing' methodology. A pioneer of quantitative value strategies that systematically quantify value investing, managing $19B through Gotham Asset Management.
$27.39BAUM
928Holdings
2025-12-31 Summary
2개 종목 신규 매수 (CRWV, SOLS) · 6개 종목 추가 매수 (ABNB, HUN, KEX 등) · 229개 비중 축소 · Top holding: SPY 16.7%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2025-12-31 기준
Holdings
928 positions| # | Stock ⇅ | Weight ↓ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  GSPYTIDAL TRUST I | 2.86% | 16,722,835 | $615.87M | +0.03% | Added |
| 2 |  NVDANVIDIA CORPORATION | 2.55% | 2,953,156 | $550.76M | +3.15% | Added |
| 3 |  AAPLAPPLE INC | 1.97% | 1,562,604 | $424.81M | +9.35% | Added |
| 4 |  IVVISHARES TR | 1.30% | 407,700 | $279.25M | +6.49% | Added |
| 5 |  AMZNAMAZON COM INC | 1.06% | 993,450 | $229.31M | +1.48% | Added |
| 6 |  SNOWSNOWFLAKE INC | 1.01% | 990,125 | $217.19M | +3.51% | Added |
| 7 |  SGOVISHARES TR | 0.83% | 1,787,394 | $179.42M | +15.15% | Added |
| 8 |  GOOGLALPHABET INC | 0.76% | 521,193 | $163.13M | +3.56% | Added |
| 9 |  VTVVANGUARD INDEX FDS | 0.68% | 766,649 | $146.42M | +283.32% | Added |
| 10 |  MSFTMICROSOFT CORP | 0.64% | 285,976 | $138.30M | +1.44% | Added |
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