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.
Joel's portfolio concentration: top-1, top-5, top-10
Diversified
NVDATop-5 zoneTop-10Joel's single largest bet is NVDA at 2.5% of tracked positions. Exposure is spread across a broader basket, reducing single-name risk.
Joel Greenblatt's recent 13F moves: buys, adds, trims, and exits
Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.
| Ticker | Activity | % portfolio |
|---|---|---|
| LUCID | Add 7103% | 0.00% |
| CCCS | Add 5358% | 0.00% |
| LULU | Add 3786% | 0.10% |
| POOL | Add 3755% | 0.00% |
| KKR | Add 3287% | 0.10% |
| BILL | Add 3139% | 0.00% |
| BRKR | Add 2514% | 0.00% |
| NCINO | Add 2448% | 0.00% |
| MARA | Add 1924% | 0.00% |
| PCOR | Add 1850% | 0.10% |
| CBIZ | Add 1834% | 0.00% |
| RH | Add 1721% | 0.00% |
| SEA | Add 1701% | 0.00% |
| IRTC | Add 1499% | 0.00% |
| AUR | Add 1435% | 0.00% |
| HPP | Add 1350% | 0.00% |
| EPAM | Add 1323% | 0.00% |
| TORM | Add 1130% | 0.00% |
| NERDY | Add 1056% | 0.00% |
| DOMO | Add 940% | 0.00% |
| Ticker | Activity | % portfolio |
|---|---|---|
| CP | Add 15226% | 0.00% |
| CNI | Add 6329% | 0.10% |
| 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% |
| Ticker | Activity | % portfolio |
|---|---|---|
| TREX | Add 17552% | 0.10% |
| AFLAC | Add 1184% | 0.10% |
| MSTR | Add 1164% | 0.10% |
| EFX | Add 956% | 0.10% |
| PHYS | Add 908% | 0.00% |
| 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% |
| 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% |
| DELL | Add 628% | 0.10% |
| NUCOR | Add 581% | 0.10% |
| JFROG | Add 561% | 0.00% |
| ANGI | Add 526% | 0.00% |
| COHU | Add 463% | 0.00% |
Joel's sector breakdown
How the top 10 positions are diversified across 3 sectors. Weighted by stated portfolio percentage.
How Greenblatt is sized + moving
Every position classified by both portfolio weight (size bucket) and recent move activity (trend bucket). A 22% Apple position building +5% this quarter signals different intent than a 1% starter trimmed in half. Descriptive analysis of 13F filings — not recommendation.
| Position | % portfolio | Trend | |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 2.5% | ↑ building | |
| AAPL APPLE INC | 1.7% | ↑ building | |
| MSFT MICROSOFT CORP | 1.7% | ↑ building | |
| AMZN AMAZON COM INC | 0.9% | ↑ building | |
| BN BROADCOM INC | 0.9% | ↑ building | |
| GOOGL ALPHABET INC | 0.7% | ↑ building | |
| GOOG ALPHABET INC | 0.7% | ↑ building | |
| MU MICRON TECHNOLOGY INC | 0.7% | ↑ building | |
| PDD PG&E CORP | 0.7% | ↑ building | |
| BKNG BARCLAYS PLC | 0.6% | ↑ building | |
| CB CHUBB LTD SWITZ | 0.6% | ↑ building | |
| MA COSTCO WHOLESALE CORPORATION | 0.6% | ↑ building | |
| GEV GE VERNOVA INC | 0.6% | ↑ building | |
| FTI TECHNIPFMC PLC | 0.6% | ↑ building | |
| ADBE ADOBE INC | 0.5% | ↑ building | |
| Showing top 15 of 214 positions. | |||
How to read: Size bucket from current 13F-filed portfolio weight. Trend bucket from the last 2 quarters of move activity (net delta >5% in either direction = building/trimming; new = first-appearance this quarter; exit pending = trimmed >50% last quarter). Data lag: SEC 13F filings are reported 45 days after quarter-end. This is descriptive intelligence — not investment advice.
What drives the ConvictionScore on Greenblatt's top positions
The HoldLens ConvictionScore combines 9 factors. This table shows the per-position breakdown — exactly which factors contribute and by how much for each of Greenblatt's top 8 holdings. Hover any header for factor definition. Empty cells (·) = neutral (no contribution).
| Ticker | % port | Score | Smart $ | Insider | Track | Streak | Conc | Contra | Event | Dissent | Crowd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NVDA | 2.5 | 0 | +15 | -4 | · | +10 | +10 | · | · | +24 | · |
| AAPL | 1.7 | 0 | +6 | -3 | -2 | · | +2 | · | · | +23 | · |
| MSFT | 1.7 | 0 | +23 | · | · | +10 | +9 | · | · | +45 | +5 |
| AMZN | 0.9 | 0 | +24 | · | -4 | +5 | +9 | · | · | +41 | · |
| BN | 0.9 | 0 | +21 | · | -4 | +10 | +7 | · | · | +21 | · |
| GOOGL | 0.7 | 0 | +21 | -2 | -2 | +1 | +4 | · | · | +48 | +2 |
| GOOG | 0.7 | 0 | +14 | · | -6 | +5 | +6 | +6 | · | +25 | · |
| MU | 0.7 | 0 | +12 | -2 | +3 | +5 | +10 | · | · | +5 | · |
Factor definitions →
- Smart $
- Manager quality × consensus (0–30)
- Insider
- Form 4 net buy/sell (-15..+20)
- Track
- Buyer 10y CAGR × concentration (-10..+20)
- Streak
- Multi-quarter compounding (0–10)
- Conc
- Biggest position size as conviction (0–10)
- Contra
- Under-the-radar bonus (0–10)
- Event
- 8-K events last 90d (-15..+5)
- Dissent
- Sells subtract, weighted ×1.6 (0–60)
- Crowd
- Too many owners = priced in (0–10)
Factors are summed (positive add, penalties subtract), then clamped to the -100/+100 range. Each factor has a maximum contribution shown in parentheses next to its name. Read positive cells as bullish contributions, negative as bearish. See /learn/conviction-score-explained for the full methodology. ConvictionScore is descriptive synthesis of public filings — not investment advice.
Who else holds what Greenblatt holds
Top 6 highest-conviction overlap pairs containing Joel Greenblatt. Each page is the full intersection of two 13F-filed portfolios.
- vs Michael Burry6 shared positions · 102% joint convictionTop: PLTR, NVDA, PFE, HAL
- vs Warren Buffett17 shared positions · 99% joint convictionTop: AAPL, AXP, KO, BAC
- vs Li Lu10 shared positions · 99% joint convictionTop: GOOGL, GOOG, PDD, BRK.B
- vs Chris Hohn7 shared positions · 91% joint convictionTop: GE, V, MCO, GOOG
- vs Polen Capital23 shared positions · 87% joint convictionTop: MSFT, NVDA, BN, AMZN
- vs Chuck Akre12 shared positions · 87% joint convictionTop: MA, BN, KKR, MCO
Joel Greenblatt's top 10 disclosed holdings (Q1 2026)
| Ticker | Company | % Portfolio |
|---|---|---|
| NVDA | NVIDIA CORPORATION | 2.5% |
 AAPL | APPLE INC High ROIC, reasonable multiple. | 1.7% |
 MSFT | MICROSOFT CORP Quality compounder. Magic Formula stalwart. | 1.7% |
 AMZN | AMAZON COM INC | 0.9% |
 BN | BROADCOM INC | 0.9% |
 GOOGL | ALPHABET INC Search dominance + AI optionality. | 0.7% |
 GOOG | ALPHABET INC | 0.7% |
 MU | MICRON TECHNOLOGY INC | 0.7% |
 PDD | PG&E CORP | 0.7% |
 BKNG | BARCLAYS PLC | 0.6% |
Estimate your withholding on cross-border dividends
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.
Investors with portfolios similar to Joel Greenblatt
Tracked managers whose top positions overlap with Joel's portfolio.
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<iframe src="https://holdlens.com/embed/investor/joel-greenblatt/" width="600" height="360" frameborder="0" loading="lazy" title="Joel Greenblatt portfolio — HoldLens"></iframe>What Joel Greenblatt did, quarter by quarter
Full move-by-move breakdown for each of the last 8 filed quarters.
Frequently asked questions
Who is Joel Greenblatt?
Joel Greenblatt runs Gotham Asset Management as co-cio. Founder of Gotham Capital, achieved 50% annual returns 1985-1994. Author of The Little Book That Beats the Market.
What fund does Joel Greenblatt run?
Joel Greenblatt is co-cio of Gotham Asset Management. Gotham Asset Management files SEC Form 13F-HR quarterly with the latest disclosure dated 2026-05-15 (Q1 2026). Full holdings, share counts, dollar values, and quarter-over-quarter changes are listed below.
What does Joel Greenblatt invest in?
Joel Greenblatt's Gotham Asset Management portfolio is disclosed quarterly via SEC Form 13F-HR. Each position below shows the ticker, share count, dollar value, percentage of portfolio, and quarter-over-quarter change. Data is sourced directly from SEC filings (public-domain regulatory disclosure).
What is Joel Greenblatt's investment philosophy?
Joel Greenblatt's stated investment philosophy: "Buy good companies at cheap prices. Magic Formula.". Joel Greenblatt has been co-cio of Gotham Asset Management; estimated net worth ~$1B.
What is Joel Greenblatt's net worth?
Joel Greenblatt's estimated net worth is ~$1B. Joel Greenblatt runs Gotham Asset Management as co-cio; full 13F holdings disclosed quarterly with the SEC are listed below.
Data sourced from Gotham Asset Management 13F filings with the SEC. Approximate snapshot. Not investment advice.
Sister property: SecFilingDex — the encyclopedic reference for Form 13F (HR / NT / HR/A variants) and the regulatory citation behind every position shown above.