Joel Greenblatt
Joel Greenblatt’s latest 13F equity portfolio (filed as Gotham Asset Management), straight from the SEC filing on May 15, 2026. Positions are ranked by size; the ones Joel Greenblatt opened or added to this quarter are flagged. This is what a 13F shows: reported long U.S. equity positions as of the quarter-end. It is not the full picture and it is not advice.
How Joel Greenblatt invests
Derived from the 13F filing itself, not commentary.
- Diversified: the top 5 positions are only 10% of the reported book, across 1491 holdings.
- Largest position is AAPL at 3.0% of the book.
- Opened 123 new positions last quarter.
- Net buyer among existing holdings: added to 15 and trimmed 2.
- Large-cap oriented: 94% of measurable value sits in $10B+ companies.
- 1
$AAPLAdded +84%Apple Inc$729M3.0% of book
- 2
$NVDAAdded +40%Nvidia Corporation$721M3.0% of book
- 3Tidal Trust ITidal Trust I$601M2.5% of book
- 4
$AMZNAmazon Com Inc$164M0.7% of book
- 5
$GOOGLAlphabet Inc$158M0.7% of book
- 6
$SNOWSnowflake Inc$150M0.6% of book
- 7
$MSFTMicrosoft Corp$113M0.5% of book
- 8
$AVGOBroadcom Inc$107M0.4% of book
- 9Tidal Trust ITidal Trust I$106M0.4% of book
- 10
$WDCTrimmedWestern Digital Corp$99M0.4% of book
- 11
$APAApa Corporation$98M0.4% of book
- 12
$IRDMAdded +45%Iridium Communications Inc$93M0.4% of book
- 13
$FTITechnipfmc Plc$91M0.4% of book
- 14
$TPRTapestry Inc$90M0.4% of book
- 15Cf Industries HoldCf Industries Hold$90M0.4% of book
- 16
$CATCaterpillar Inc$83M0.3% of book
- 17
$MUMicron Technology Inc$83M0.3% of book
- 18
$METAMeta Platforms Inc$81M0.3% of book
- 19
$ABNBAirbnb Inc$78M0.3% of book
- 20
$PLTRPalantir Technologies Inc$78M0.3% of book
- 21
$NEMNewmont Corp$77M0.3% of book
- 22
$TSLATesla Inc$76M0.3% of book
- 23Weatherford Intl PlcWeatherford Intl Plc$76M0.3% of book
- 24
$BYDAdded +26%Boyd Gaming Corp$71M0.3% of book
- 25
$SCCOSouthern Copper Corp$68M0.3% of book
- 26Comfort Sys Usa IncComfort Sys Usa Inc$67M0.3% of book
- 27
$NDSNNordson Corp$67M0.3% of book
- 28Nvent Elec PlcNvent Elec Plc$67M0.3% of book
- 29
$ASTSAst Spacemobile Inc$65M0.3% of book
- 30Duke Energy Corp NewDuke Energy Corp New$65M0.3% of book
- 31
$REGNRegeneron Pharmaceuticals$64M0.3% of book
- 32
$SNDKTrimmedSandisk Corp$64M0.3% of book
- 33
$INCYAdded +92%Incyte Corp$64M0.3% of book
- 34
$LRCXLam Research Corp$64M0.3% of book
- 35
$RBCRbc Bearings Inc$63M0.3% of book
- 36
$NTAPAdded +27%Netapp Inc$63M0.3% of book
- 37
$EXPEExpedia Group Inc$62M0.3% of book
- 38Charles Riv Labs Intl IncCharles Riv Labs Intl Inc$62M0.3% of book
- 39
$JBLJabil Inc$62M0.3% of book
- 40General Mtrs CoAdded +49%General Mtrs Co$61M0.3% of book
- 41Merck &Amp; Co IncMerck &Amp; Co Inc$61M0.3% of book
- 42
$VTRSAdded +27%Viatris Inc$61M0.3% of book
- 43
$HASHasbro Inc$61M0.3% of book
- 44Masimo CorpMasimo Corp$61M0.3% of book
- 45
$RLAdded +51%Ralph Lauren Corp$60M0.2% of book
- 46
$APHAdded +34%Amphenol Corp$60M0.2% of book
- 47Occidental Pete CorpOccidental Pete Corp$60M0.2% of book
- 48
$PYPLAdded +173%Paypal Hldgs Inc$60M0.2% of book
- 49Cisco Sys IncCisco Sys Inc$60M0.2% of book
- 50
$DALDelta Air Lines Inc$59M0.2% of book
- 51Factset Resh Sys IncAdded +67%Factset Resh Sys Inc$59M0.2% of book
- 52
$DELLDell Technologies Inc$59M0.2% of book
- 53
$EVRGEvergy Inc$59M0.2% of book
- 54Dillards IncAdded +39%Dillards Inc$59M0.2% of book
- 55
$NVSTAdded +62%Envista Holdings Corporation$58M0.2% of book
- 56
$BWABorgwarner Inc$58M0.2% of book
- 57
$WEXAdded +40%Wex Inc$57M0.2% of book
- 58
$ULTAUlta Beauty Inc$56M0.2% of book
- 59
$CHRWC H Robinson Worldwide in$56M0.2% of book
- 60Johnson &Amp; JohnsonJohnson &Amp; Johnson$56M0.2% of book
Updated Jul 26, 8:52 PM. Sourced from SEC EDGAR 13F filings. Showing the top 60 positions by value.
Common questions about Joel Greenblatt
What stocks does Joel Greenblatt own?
Joel Greenblatt reported 1491 equity positions worth $24.1B in the latest 13F filed May 15, 2026. The largest by value are AAPL, NVDA, TIDAL TRUST I, AMZN, GOOGL, SNOW, MSFT and AVGO. The full ranked list is on this page.
What is Joel Greenblatt's biggest holding?
AAPL is the largest reported position at $729M, about 3.0% of the reported book, held as 2,873,250 shares.
What did Joel Greenblatt buy recently?
Joel Greenblatt opened no brand new positions last quarter, but added to 15 existing holdings, including AAPL, NVDA, IRDM, BYD and INCY.
What did Joel Greenblatt sell recently?
Joel Greenblatt reduced 2 reported positions last quarter, the largest of them being WDC and SNDK. Note that a position exited completely stops appearing in the 13F entirely, so full exits show up as a name disappearing rather than as a sale.
Is Joel Greenblatt buying or selling right now?
Across the reported book, Joel Greenblatt added to 15 positions and trimmed 2, which makes the latest quarter a net buying one. "Right now" is the important caveat: a 13F is a snapshot as of the quarter end, filed up to 45 days later, so it shows what was held then, not what is held today.
What fund does Joel Greenblatt run?
The filings on this page come from Gotham Asset Management, SEC CIK 1510387. That is the entity that files the 13F, which is why holdings are reported under the firm name rather than the person's name.
Is this Joel Greenblatt's current portfolio?
No. It is the most recent one that has been publicly filed. Institutional managers report holdings quarterly on Form 13F, as of the last day of the quarter, with up to 45 days to file. This page reflects the filing dated May 15, 2026 and updates automatically when the next one hits SEC EDGAR.
Does this show Joel Greenblatt's short positions or options?
Mostly no. A 13F covers reported long U.S. exchange-traded equity positions and some equity options and convertibles. Short positions are not disclosed, and neither are bonds, cash, commodities, currencies, or foreign-listed holdings. A manager with a large short book or heavy non-equity exposure can look very different in a 13F than in reality.
How do I track Joel Greenblatt's next moves?
This page rebuilds straight from SEC EDGAR, so the next 13F appears here as soon as it is filed. New stakes disclosed between quarters on Schedule 13D and 13G show up on the Smart Money page ahead of the next 13F, because those filings are due within days of crossing a 5% ownership threshold rather than at quarter end.