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Gotham Asset Management, LLC
Gotham Asset Management, LLC is an SEC-registered investment adviser headquartered in New York, NY. Founded in 2009, the firm specializes in equity asset management for institutional and individual investors, offering both long and long/short investment strategies, primarily using a value-oriented approach. With approximately 42 employees, Gotham manages substantial assets across a range of separately managed accounts and investment funds.
Investment Strategy
Gotham Asset Management employs a disciplined equity investment process, focusing on systematic, value-driven strategies. The firm invests primarily in U.S. equities using proprietary quantitative models to identify undervalued and overvalued stocks for long and short positions. Its approach is research-intensive, aiming to generate consistent alpha by exploiting inefficiencies in the stock market through diversification and risk management.
Latest 13F Filing Activity
Gotham Asset Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,636 equity positions with a total 13F market value of $17B. The fund increased holdings in SPDR S&P 500 Etf TR, Nvidia Corporation, Ishares TR among other positions. Gotham Asset Management, LLC reduced exposure to International Paper Co., Watsco Inc., Lennox Intl Inc. among others.
Top Holdings
Equity Positions (1,636)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 16.10% | $2.69B | 4,355,487 | $544.24 | $617.85 | +$847.1M |
G GSPY | TIDAL TRUST I | 3.22% | $538.4M | 15,866,988 | $25.75 | $33.93 | +$50.5M |
N NVDA | NVIDIA CORPORATION | 2.15% | $358.9M | 2,271,520 | $92.71 | $157.99 | +$128.0M |
A AAPL | APPLE INC | 1.09% | $182.6M | 890,230 | $169.61 | $205.17 | +$6.1M |
I IVV | ISHARES TR | 1.01% | $169.1M | 272,313 | $431.10 | $620.90 | +$15.8M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
D David Yau | Analyst | New York, NY , United States | |
 | Managing Partner | New York, NY , United States | |
A Annie L. | Managing Partner | United States |
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