Daniel S. Goldman
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/13/2026 — 79 assets, about $209.4M at the middle of each value range.
- EXCHANGE PLACE (EQUITY ONLY): ALL CAP LP25.3%
- QP · BBR Absolute Return (QP), LP8.6%
- BBR ALO Fund, LLC7.5%
- J.D. · Gilder Gagnon Howe & Co, (J.D.)7.2%
- DFSPX · DFA International Sustainability Core 1 Portfolio (DFSPX)7.2%
- Other 74 assets43.8%
By type: Hedge Fund 80% · Mutual Fund 17% · Stock 2% · Other 1% · Exchange Traded Fund 0% · Bank Deposit 0%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
EXCHANGE PLACE (EQUITY ONLY): ALL CAP LPin Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ Brokerage, Daniel Goldman Grandchildren 1986 Tru ⇒ Goldman 1986 TR Exchange Place | Hedge Fund | ≈ $53.0M | 25.3% | Self |
QPBBR Absolute Return (QP), LPin Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments | Hedge Fund | ≈ $18.0M | 8.6% | Self |
BBR ALO Fund, LLCin Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments, Trust #1 ⇒ Schwab Brokerage, Trust #2 ⇒ Schwab Brokerage | Hedge Fund | ≈ $15.8M | 7.5% | Dependent Child, Self |
J.D.Gilder Gagnon Howe & Co, (J.D.)in Daniel Goldman 12/9/2011 Trust | Hedge Fund | $5,000,001 - $25,000,000 | 7.2% | Self |
DFSPXDFA International Sustainability Core 1 Portfolio (DFSPX)in Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory | Mutual Fund | $5,000,001 - $25,000,000 | 7.2% | Self |
GSDUXGoldman Sachs Short Duration Tax Free Fund Institutional Shares (GSDUX)in Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory | Mutual Fund | $5,000,001 - $25,000,000 | 7.2% | Self |
Exchange Place (Equity Only) All Cap LPin Daniel Goldman 12/9/2011 Trust | Hedge Fund | $1,000,001 - $5,000,000 | 1.4% | Self |
Monte Vista Opportunity Fund I LPin Daniel Goldman 1997 Trust | Hedge Fund | $1,000,001 - $5,000,000 | 1.4% | Self |
BBR Private Investment Fund-Series K, LPin Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments | Hedge Fund | $1,000,001 - $5,000,000 | 1.4% | Self |
BBR Real Assets Fund IV, LPin Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments | Hedge Fund | $1,000,001 - $5,000,000 | 1.4% | Self |
BBR Real Assets Fund VI LPin Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments | Hedge Fund | $1,000,001 - $5,000,000 | 1.4% | Self |
LEVILevi Strauss & Co Class A (LEVI)in Daniel Goldman Grandchildren 1986 Tru ⇒ Special Holdings (Trust SA) | Stock | $1,000,001 - $5,000,000 | 1.4% | Self |
BAIN CAPITAL SENIOR LOAN SELECT LLCCLASS A SERIES 1in Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory | Other | $1,000,001 - $5,000,000 | 1.4% | Self |
GGIPXGoldman Sachs GQG Partners International Opportunities Fund Class P Shares (GGIPX)in Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory | Mutual Fund | $1,000,001 - $5,000,000 | 1.4% | Self |
Patient Square Equity Partners Access LLCin Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory | Hedge Fund | $1,000,001 - $5,000,000 | 1.4% | Self |
The 15 largest of 79. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 89 names across 102 purchases, $2.6M at the disclosed midpoints.
- TSLA · Tesla10.7%
- CRM · Salesforce7.9%
- MSFT · Microsoft4.1%
- GOOGL · Alphabet4.1%
- ACN · Accenture2.9%
- Other 84 stocks69.2%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
TSLATesla | $280.5K | 10.7% | 2023-03-20 | Self |
CRMSalesforce | $207.5K | 7.9% | 2023-02-24 | Self |
MSFTMicrosoft | $107.5K | 4.1% | 2023-04-17 | Self |
GOOGLAlphabet | $107.5K | 4.1% | 2023-02-24 | Self |
ACNAccenture | $75.0K | 2.9% | 2023-05-19 | Self |
MDLZMondelez International | $75.0K | 2.9% | 2023-05-19 | Self |
JNJJohnson & Johnson | $75.0K | 2.9% | 2023-04-17 | Self |
PEPPepsico | $75.0K | 2.9% | 2023-04-17 | Self |
PGProcter & Gamble | $75.0K | 2.9% | 2023-02-24 | Self |
AAPLApple | $65.0K | 2.5% | 2023-04-17 | Self |
MDTMedtronic | $65.0K | 2.5% | 2023-02-24 | Self |
SHWSherwin-Williams | $65.0K | 2.5% | 2023-02-24 | Self |
The 12 largest of 89.
An estimate, not a statement of what they own. Trade filings report changes, never balances, so this cannot see stock bought more than 5 years ago and never traded since, and a partial sale closes the whole purchase it is matched to. Amounts are what was disclosed at purchase (the middle of each range), not today's value. Options are left out: they expire, and filings never say whether one was a call or a put.
Their most-traded tickers
What they hold it in
Every disclosed trade
250 rows. Sort any column; Source opens the filed PDF.
Showing the 250 most recent of 1307. search the full log for the rest.