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Investor profile
Joel Greenblatt
Gotham Asset Management · Co-CIO · Net worth: ~$1B
Founder of Gotham Capital, achieved 50% annual returns 1985-1994. Author of The Little Book That Beats the Market.
"Buy good companies at cheap prices. Magic Formula."
Today — 2026-04-21
All movers →Positions: Q4 2025 13F · Prices: EOD 2026-04-21
Tracked positions
10
Top concentration
11%
Longest holding
Microsoft (since 2009)
Concentration profile
DiversifiedTop 1 · NVDA
2.6%
Top 5 combined
7.9%
Top 10 combined
11.5%
Tracked positions
10
NVDATop-5 zoneTop-10Joel's single largest bet is NVDA at 2.6% of tracked positions. Exposure is spread across a broader basket, reducing single-name risk.
Realized 10-year track record
Gotham Asset Management
10y CAGR
9.0%
net of fees
Alpha vs S&P
-4.1%
vs 13.1% benchmark
Win rate
10%
years beating S&P
Quality score
2.2
computed 0–10
Best year
+24%
Worst year
-11%
Cumulative 10y
2.4×
Volatility
11%
Recent moves
Manager quality score: 2.2/10
Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.
Q4 2025
306 buys · 167 sells
| Ticker | Activity | % portfolio |
|---|---|---|
| CP | Add 15226% | 0.00% |
| CX | Add 2535% | 0.00% |
| DOW | Add 1623% | 0.00% |
| AEM | Add 1510% | 0.10% |
| UAA | Add 1483% | 0.00% |
| RIG | Add 1012% | 0.00% |
| NOW | Add 953% | 0.30% |
| SNAP | Add 874% | 0.00% |
| ALCON | Add 834% | 0.00% |
| WEX | Add 794% | 0.10% |
| CGI | Add 785% | 0.00% |
| JEF | Add 697% | 0.10% |
| NFLX | Add 691% | 0.10% |
| ATI | Add 685% | 0.10% |
| YUMC | Add 593% | 0.00% |
| BCE | Add 566% | 0.00% |
| P10 | Add 506% | 0.00% |
| GPK | Add 504% | 0.10% |
| SHOP | Add 392% | 0.00% |
| CAE | Add 379% | 0.00% |
| CMG | Add 342% | 0.20% |
| AMT | Add 309% | 0.10% |
| TEAM | Add 291% | 0.70% |
| INSP | Add 290% | 0.00% |
| FIVE9 | Add 289% | 0.00% |
| TW | Add 287% | 0.10% |
| KEYS | Add 285% | 0.20% |
| AON | Add 276% | 0.10% |
| VTEX | Add 249% | 0.00% |
| TGT | Add 244% | 0.10% |
| UBS | Add 236% | 0.00% |
| COP | Add 229% | 0.20% |
| LVS | Add 223% | 0.30% |
| AGCO | Add 217% | 0.00% |
| CPAY | Add 210% | 0.10% |
| BALL | Add 208% | 0.00% |
| MAREX | Add 200% | 0.00% |
| ROP | Add 195% | 0.20% |
| WIPRO | Add 190% | 0.00% |
| ASANA | Add 189% | 0.00% |
| BP | Add 187% | 0.00% |
| QSR | Add 187% | 0.00% |
| SYF | Add 183% | 0.00% |
| BABA | Add 181% | 0.00% |
| UNP | Add 176% | 0.30% |
| FIVE | Add 176% | 0.10% |
| SITE | Add 171% | 0.00% |
| TTWO | Add 162% | 0.20% |
| COHR | Add 159% | 0.00% |
| ESTC | Add 153% | 0.30% |
Showing top 50 by position change · 423 smaller moves hidden
Q3 2025
335 buys · 167 sells
| Ticker | Activity | % portfolio |
|---|---|---|
| TREX | Add 17552% | 0.10% |
| CHK | Add 1282% | 0.10% |
| AFLAC | Add 1184% | 0.10% |
| MSTR | Add 1164% | 0.10% |
| EFX | Add 956% | 0.10% |
| QXO | Add 896% | 0.00% |
| CHTR | Add 826% | 0.20% |
| FIGS | Add 752% | 0.00% |
| REGN | Add 529% | 0.30% |
| QSR | Add 518% | 0.00% |
| INSM | Add 478% | 0.00% |
| KLAC | Add 432% | 0.10% |
| DG | Add 416% | 0.20% |
| BLOCK | Add 413% | 0.00% |
| MU | Add 412% | 0.40% |
| CROCS | Add 399% | 0.10% |
| KD | Add 386% | 0.10% |
| PRA | Add 385% | 0.00% |
| U | Add 364% | 0.00% |
| HNI | Add 343% | 0.00% |
| VRSK | Add 334% | 0.10% |
| CAVA | Add 334% | 0.00% |
| HTZ | Add 333% | 0.00% |
| HCI | Add 332% | 0.00% |
| ISRG | Add 332% | 0.00% |
| XPERI | Add 311% | 0.00% |
| CPRT | Add 298% | 0.10% |
| FE | Add 296% | 0.10% |
| API | Add 288% | 0.00% |
| GSK | Add 282% | 0.00% |
| OKLO | Add 280% | 0.00% |
| ROKU | Add 275% | 0.20% |
| ACN | Add 268% | 0.20% |
| RLI | Add 248% | 0.00% |
| WAFD | Add 241% | 0.00% |
| BXP | Add 235% | 0.00% |
| LBTYK | Add 225% | 0.10% |
| MOH | Add 217% | 0.40% |
| ELV | Add 216% | 0.20% |
| UPWK | Add 208% | 0.00% |
| MKTX | Add 203% | 0.20% |
| LOW | Add 192% | 0.10% |
| GPK | Add 192% | 0.00% |
| BHF | Add 191% | 0.00% |
| IDEX | Add 189% | 0.00% |
| WMT | Add 188% | 0.80% |
| AGCO | Add 182% | 0.00% |
| AON | Add 172% | 0.00% |
| FEDEX | Add 169% | 0.40% |
| QORVO | Add 167% | 0.00% |
Showing top 50 by position change · 452 smaller moves hidden
Q2 2025
321 buys · 176 sells
| Ticker | Activity | % portfolio |
|---|---|---|
| MNST | Add 2567% | 0.20% |
| KEY | Add 2005% | 0.10% |
| SONOS | Add 1472% | 0.00% |
| BALL | Add 1465% | 0.10% |
| XP | Add 1433% | 0.10% |
| CHTR | Add 1031% | 0.00% |
| DOVER | Add 913% | 0.10% |
| ORLY | Add 896% | 0.10% |
| LFUS | Add 876% | 0.00% |
| MONRO | Add 784% | 0.00% |
| LYV | Add 772% | 0.00% |
| BIOTE | Add 766% | 0.00% |
| FEDEX | Add 751% | 0.20% |
| SITE | Add 744% | 0.00% |
| NUVB | Add 740% | 0.00% |
| NUCOR | Add 581% | 0.10% |
| JFROG | Add 561% | 0.00% |
| ANGI | Add 526% | 0.00% |
| COHU | Add 463% | 0.00% |
| LECO | Add 440% | 0.10% |
| AFRM | Add 424% | 0.20% |
| SABRE | Add 422% | 0.00% |
| WDAY | Add 416% | 0.10% |
| LKQ | Add 405% | 0.00% |
| IDEX | Add 403% | 0.00% |
| AMCOR | Add 399% | 0.10% |
| BARK | Add 390% | 0.00% |
| DG | Add 388% | 0.00% |
| CPT | Add 379% | 0.00% |
| AEGON | Add 376% | 0.00% |
| USB | Add 354% | 0.10% |
| AME | Add 343% | 0.10% |
| GERON | Add 340% | 0.00% |
| ADI | Add 334% | 0.10% |
| API | Add 327% | 0.00% |
| MU | Add 323% | 0.10% |
| EL | Add 322% | 0.00% |
| CROCS | Add 318% | 0.00% |
| IT | Add 304% | 0.20% |
| ZM | Add 277% | 0.10% |
| TW | Add 272% | 0.00% |
| CRS | Add 261% | 0.00% |
| KKR | Add 255% | 0.00% |
| WTW | Add 254% | 0.10% |
| CVI | Add 251% | 0.00% |
| PCOR | Add 238% | 0.00% |
| MELI | Add 236% | 0.10% |
| CHEWY | Add 231% | 0.20% |
| NOBLE | Add 220% | 0.00% |
| INTC | Add 211% | 0.30% |
Showing top 50 by position change · 447 smaller moves hidden
Q1 2025
353 buys · 146 sells
| Ticker | Activity | % portfolio |
|---|---|---|
| ESTC | Add 6651% | 0.10% |
| U | Add 5215% | 0.00% |
| CHEWY | Add 3005% | 0.00% |
| EQT | Add 2559% | 0.00% |
| EVGO | Add 1188% | 0.00% |
| TORO | Add 1185% | 0.10% |
| GOPRO | Add 957% | 0.00% |
| LAB | Add 862% | 0.00% |
| PCOR | Add 848% | 0.00% |
| LVS | Add 733% | 0.00% |
| SCHW | Add 694% | 0.20% |
| XP | Add 693% | 0.00% |
| TTWO | Add 651% | 0.00% |
| BARK | Add 628% | 0.00% |
| UNP | Add 582% | 0.10% |
| AES | Add 532% | 0.00% |
| STEM | Add 506% | 0.00% |
| ROKU | Add 491% | 0.00% |
| LEAR | Add 483% | 0.10% |
| COTY | Add 457% | 0.00% |
| DASH | Add 442% | 0.30% |
| FIVE | Add 433% | 0.10% |
| ORIX | Add 433% | 0.00% |
| LAMR | Add 426% | 0.10% |
| IAC | Add 423% | 0.00% |
| EQIX | Add 408% | 0.30% |
| BALL | Add 403% | 0.00% |
| LBTYK | Add 401% | 0.00% |
| ALLE | Add 380% | 0.10% |
| ALCOA | Add 370% | 0.00% |
| MSCI | Add 356% | 0.40% |
| CSGP | Add 352% | 0.00% |
| FUNKO | Add 344% | 0.00% |
| BRC | Add 342% | 0.00% |
| EW | Add 340% | 0.10% |
| ADSK | Add 337% | 0.20% |
| WAT | Add 324% | 0.00% |
| IBEX | Add 313% | 0.00% |
| CALIX | Add 304% | 0.00% |
| BAND | Add 303% | 0.00% |
| CERUS | Add 292% | 0.00% |
| XPERI | Add 285% | 0.00% |
| WAFD | Add 271% | 0.00% |
| MACYS | Add 269% | 0.10% |
| AMR | Add 268% | 0.00% |
| ANSYS | Add 265% | 0.00% |
| PDD | Add 259% | 0.40% |
| VIMEO | Add 255% | 0.00% |
| GEV | Add 253% | 0.40% |
| UNH | Add 252% | 0.40% |
Showing top 50 by position change · 449 smaller moves hidden
Q4 2024
276 buys · 182 sells
| Ticker | Activity | % portfolio |
|---|---|---|
| MKTX | Add 12727% | 0.10% |
| WEX | Add 5562% | 0.00% |
| TORO | Add 2603% | 0.00% |
| LUCID | Add 2159% | 0.00% |
| EFX | Add 1933% | 0.00% |
| DOCS | Add 1703% | 0.00% |
| VAL | Add 942% | 0.00% |
| SONY | Add 918% | 0.00% |
| OKTA | Add 875% | 0.10% |
| SPGI | Add 718% | 0.10% |
| HHH | Add 693% | 0.00% |
| CERUS | Add 495% | 0.00% |
| GS | Add 471% | 0.20% |
| AUR | Add 451% | 0.00% |
| TSCO | Add 421% | 0.00% |
| COTY | Add 403% | 0.00% |
| INTC | Add 381% | 0.10% |
| LRCX | Add 370% | 0.10% |
| SITE | Add 328% | 0.00% |
| ANET | Add 283% | 0.40% |
| CBRE | Add 279% | 0.20% |
| STZ | Add 276% | 0.10% |
| UBER | Add 270% | 0.10% |
| PFE | Add 269% | 0.40% |
| DG | Add 269% | 0.00% |
| GH | Add 268% | 0.00% |
| OXY | Add 263% | 0.00% |
| PRI | Add 255% | 0.00% |
| APTIV | Add 242% | 0.00% |
| NU | Add 242% | 0.00% |
| SCHW | Add 231% | 0.00% |
| AMBEV | Add 223% | 0.00% |
| PLTR | Add 217% | 0.20% |
| SCHD | Add 208% | 0.10% |
| TKO | Add 182% | 0.00% |
| ALLE | Add 180% | 0.00% |
| CRH | Add 173% | 0.20% |
| ANSYS | Add 172% | 0.00% |
| BHF | Add 157% | 0.00% |
| BOX | Add 142% | 0.00% |
| VSAT | Add 135% | 0.00% |
| IBKR | Add 134% | 0.10% |
| EXPE | Add 133% | 0.00% |
| STEM | Add 133% | 0.00% |
| U | Add 129% | 0.00% |
| FCX | Add 128% | 0.00% |
| SWK | Add 126% | 0.00% |
| IQV | Add 125% | 0.10% |
| ZS | Add 120% | 0.20% |
| DOVER | Add 117% | 0.00% |
Showing top 50 by position change · 408 smaller moves hidden
Q3 2024
258 buys · 205 sells
| Ticker | Activity | % portfolio |
|---|---|---|
| CRH | Add 7420% | 0.10% |
| CAVA | Add 7237% | 0.00% |
| ENTG | Add 4707% | 0.00% |
| TEAM | Add 3360% | 0.20% |
| GRAIL | Add 3151% | 0.00% |
| ATI | Add 1353% | 0.00% |
| SPGI | Add 1161% | 0.00% |
| BN | Add 988% | 0.80% |
| BMRN | Add 981% | 0.10% |
| ASANA | Add 894% | 0.00% |
| SNAP | Add 741% | 0.10% |
| LYFT | Add 716% | 0.10% |
| MELI | Add 682% | 0.00% |
| TECK | Add 595% | 0.00% |
| NUVB | Add 565% | 0.00% |
| OKTA | Add 529% | 0.00% |
| DG | Add 480% | 0.00% |
| DELL | Add 472% | 0.30% |
| GERON | Add 450% | 0.00% |
| ALCOA | Add 420% | 0.00% |
| PROS | Add 388% | 0.00% |
| RELX | Add 388% | 0.00% |
| SMRT | Add 368% | 0.00% |
| ABNB | Add 302% | 0.30% |
| SWK | Add 296% | 0.00% |
| NKE | Add 289% | 0.00% |
| BRKB | Add 280% | 0.10% |
| ICHOR | Add 261% | 0.00% |
| EXPRO | Add 259% | 0.00% |
| SEA | Add 249% | 0.10% |
| SPOT | Add 240% | 0.10% |
| DASH | Add 232% | 0.00% |
| EL | Add 229% | 0.00% |
| ISRG | Add 226% | 0.00% |
| LIVN | Add 219% | 0.00% |
| SONY | Add 203% | 0.00% |
| NVO | Add 197% | 0.00% |
| NEVRO | Add 195% | 0.00% |
| WAT | Add 193% | 0.00% |
| ZTS | Add 170% | 0.10% |
| W | Add 156% | 0.00% |
| FIGS | Add 153% | 0.00% |
| LBTYK | Add 148% | 0.00% |
| HCA | Add 140% | 0.10% |
| LYV | Add 139% | 0.00% |
| ORCL | Add 138% | 0.20% |
| PFE | Add 136% | 0.20% |
| FTI | Add 134% | 0.10% |
| MS | Add 133% | 0.00% |
| NRG | Add 132% | 0.10% |
Showing top 50 by position change · 413 smaller moves hidden
Q2 2024
285 buys · 172 sells
| Ticker | Activity | % portfolio |
|---|---|---|
| CMG | Add 6990% | 0.20% |
| STEM | Add 5770% | 0.00% |
| CABO | Add 4229% | 0.00% |
| CCCS | Add 1744% | 0.00% |
| CERUS | Add 939% | 0.00% |
| NOKIA | Add 871% | 0.00% |
| NVDA | Add 820% | 2.90% |
| TGT | Add 711% | 0.20% |
| ROKU | Add 645% | 0.00% |
| STX | Add 519% | 0.10% |
| NUVB | Add 508% | 0.00% |
| ABNB | Add 486% | 0.10% |
| OLIN | Add 430% | 0.00% |
| CIENA | Add 428% | 0.10% |
| USB | Add 414% | 0.00% |
| OLO | Add 396% | 0.00% |
| KD | Add 392% | 0.00% |
| FTI | Add 391% | 0.00% |
| MU | Add 361% | 0.10% |
| AMCOR | Add 356% | 0.00% |
| KOHLS | Add 348% | 0.10% |
| KBR | Add 348% | 0.00% |
| VAL | Add 338% | 0.00% |
| BGC | Add 328% | 0.00% |
| CORT | Add 315% | 0.00% |
| DKNG | Add 297% | 0.00% |
| OZK | Add 291% | 0.10% |
| SPIRE | Add 291% | 0.00% |
| CHEGG | Add 285% | 0.00% |
| LAB | Add 284% | 0.00% |
| RRX | Add 279% | 0.00% |
| BHP | Add 270% | 0.00% |
| CPNG | Add 268% | 0.00% |
| EPAM | Add 262% | 0.00% |
| NTRA | Add 258% | 0.10% |
| SLM | Add 254% | 0.00% |
| IVV | Add 250% | 0.00% |
| UNITI | Add 245% | 0.00% |
| ADPT | Add 244% | 0.00% |
| NOV | Add 233% | 0.10% |
| UBS | Add 227% | 0.00% |
| CVI | Add 224% | 0.00% |
| MSCI | Add 221% | 0.00% |
| LPX | Add 216% | 0.00% |
| CARG | Add 213% | 0.10% |
| HP | Add 209% | 0.00% |
| FMC | Add 208% | 0.20% |
| JABIL | Add 196% | 0.20% |
| GPN | Add 188% | 0.20% |
| ASO | Add 184% | 0.00% |
Showing top 50 by position change · 407 smaller moves hidden
Joel's sector breakdown
How the top 10 positions are diversified across 3 sectors. Weighted by stated portfolio percentage.
Technology
6 positions · NVDA, AAPL, MSFT, AMZN, GOOG, GOOGL
74.8%
8.6% of AUM
Financials
2 positions · BN, CB
13.0%
1.5% of AUM
Other
2 positions · TEAM, CNC
12.2%
1.4% of AUM
Top holdings
| Ticker | Company | % Portfolio |
|---|---|---|
| NVDA | NVIDIA CORPORATION | 2.6% |
 AAPL | APPLE INC High ROIC, reasonable multiple. | 1.8% |
 MSFT | MICROSOFT CORP Quality compounder. Magic Formula stalwart. | 1.6% |
 AMZN | AMAZON COM INC | 1.1% |
 GOOG | ALPHABET INC | 0.8% |
 BN | BROADCOM INC | 0.8% |
 GOOGL | ALPHABET INC Search dominance + AI optionality. | 0.7% |
 TEAM | ATLASSIAN CORPORATION | 0.7% |
 CNC | CENTENE CORP DEL | 0.7% |
 CB | CHUBB LIMITED | 0.7% |
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Dividend tax by country
Estimate your withholding on cross-border dividends
Withholding rate
0%
Domestic (no cross-border)
Tax withheld
$0.00
You'd receive
$1000.00
Of $1000 gross
Source & treaty reference
Treaty: Domestic — no cross-border withholding
Citation: IRC §§ 1441–1446 (withholding applies to foreign persons; US residents not subject to WHT on US-source dividends)
U.S. residents receiving U.S.-source dividends: no cross-border withholding; taxed on return at qualified (0/15/20%) or ordinary rates.
Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.
Want Joel move-alerts?
One email per 13F filing. Summarizes every new position, exit, and trim.
Similar investors
Tracked managers whose top positions overlap with Joel's portfolio.
Per-quarter digests
What Joel Greenblatt did, quarter by quarter
Full move-by-move breakdown for each of the last 8 filed quarters.
Data sourced from Gotham Asset Management 13F filings with the SEC. Approximate snapshot. Not investment advice.