J. Goldman & Co LP VSCO — VICTORIAS SECRET AND CO

Ownership history in J. Goldman & Co LP  ·  14 quarters on record

AI Ownership Summary

J. Goldman & Co LP reported VICTORIAS SECRET AND CO (VSCO) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.65% in 2026 Q1. The latest visible filing shows VSCO at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VSCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. Goldman & Co LP's position in VICTORIAS SECRET AND CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VSCO was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VSCO stock page J. Goldman & Co LP fund profile J. Goldman & Co LP full holdings
How J. Goldman & Co LP held VSCO — position size vs. price
% of Fund (quarterly)    VSCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 14 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 485,286 +255,286 +111.0% 0.65% $22.5M 2026-05-15 $45.96
2026 Q1 ADDED — — — 230,000 +180,000 +360.0% 0.31% $10.7M 2026-05-15 $45.96
2025 Q4 REDUCED 91.7% -14.4% ✅ 50,000 -549,115 -91.7% 0.07% $2.7M 2026-02-17 $60.36
2025 Q3 ADDED — — — 599,115 +399,115 +199.6% 0.41% $16.3M 2025-11-14 $35.70
2025 Q3 ADDED — — — 200,000 +89,253 +80.6% 0.14% $5.4M 2025-11-14 $35.70
2025 Q2 REDUCED 74.8% +43.0% ❌ 110,747 -329,253 -74.8% 0.05% $2.1M 2025-08-14 $22.42
2025 Q2 REDUCED 56.3% +43.0% ❌ 440,000 -566,167 -56.3% 0.20% $8.1M 2025-08-14 $22.42
2025 Q1 ADDED — — — 1,006,167 +226,167 +29.0% 0.46% $18.7M 2025-05-15 $23.20
2025 Q1 ADDED — — — 780,000 +774,190 +13325.1% 0.36% $14.5M 2025-05-15 $23.20
2024 Q4 REDUCED 98.7% -55.1% ✅ 5,810 -434,190 -98.7% 0.01% $241K 2025-02-14 $32.83
2024 Q3 ADDED — — — 440,000 +246,684 +127.6% 0.32% $11.3M 2024-11-14 $36.04
2024 Q3 ADDED — — — 193,316 +166,757 +627.9% 0.14% $5.0M 2024-11-14 $36.04
2024 Q2 REDUCED 24.1% +45.4% ❌ 26,559 -8,441 -24.1% 0.01% $469K 2024-08-14 $22.20
2023 Q4 INITIATED — — — 35,000 — — 0.04% $929K 2024-02-14 $29.22

🏢 Other funds also holding VSCO

As of 2026 Q1 — sorted by position size

BBFIT INVESTMENTS PTE LTD 56.77% SaddleRock Capital Management LLC 5.63% DME Capital Management, LP 3.28% Divisadero Street Capital Management, LP 3Y 2.28% Shellback Capital, LP 3Y 7Y 2.14% CRAMER ROSENTHAL MCGLYNN LLC 3Y 7Y 1.81% SummerHaven Investment Management, LLC 3Y 1.13% Tabor Asset Management, LP 3Y 0.72% Eaton Financial Holdings Company, LLC 3Y 0.66% HANSEATIC MANAGEMENT SERVICES INC 3Y 7Y 0.6%

FAQ About J. Goldman & Co LP and VSCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has J. Goldman & Co LP reported owning VSCO?

J. Goldman & Co LP reported VSCO across 14 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VSCO position in J. Goldman & Co LP's portfolio?

The largest reported portfolio weight for VSCO was 0.65% in 2026 Q1.

What is the latest reported VSCO position on this page?

The most recent filing on this page is 2026 Q1, when J. Goldman & Co LP reported 485,286 shares, equal to 0.65% of portfolio, with an estimated market value of $22.5M.

What does the chart on this VSCO ownership page compare?

The chart compares J. Goldman & Co LP's quarterly VSCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did J. Goldman & Co LP time their VSCO position?

Based on 13F filing dates vs. subsequent VSCO price moves, J. Goldman & Co LP correctly timed 4 out of 13 reported position changes (31%). The annualised alpha on VSCO relative to SPY over the holding period was +1.4%.

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