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CIK: 0000884414
Total reported value
$27.8B
$27.8B
926 檔
19.3%
According to the latest 13F quarterly dataset, Jacobs Levy Equity Management, Inc managed an equity portfolio of $27.8B at the end of Q4 2024, spanning 926 distinct U.S. exchange-listed positions.
Jacobs Levy Equity Management, Inc executed strategic sector rebalancing during Q4 2024, establishing 12 new positions while fully exiting 19 holdings and trimming 75 positions.
Showing top 200 holdings (of 926 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.12% | -1.06% | +10.41% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.86% | +0.27% | +8.81% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | -0.19% | +8.96% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.77% | +0.89% | -2.24% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | +0.22% | +22.35% | |
| 6 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.66% | -0.03% | -0.75% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.39% | -0.49% | +62.72% | |
| 8 | ANET | Arista Networks Inc | Stock-Tech | 1.35% | -0.16% | — | |
| 9 | GEV | GE Vernova Inc | Stock-Industrials | 1.34% | -0.04% | EXIT | |
| 10 | MCK | Mckesson CORP | Stock-Healthcare | 1.23% | -0.31% | +2.71% | |
| 11 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.21% | -0.09% | +24.95% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.20% | — | +665.80% | |
| 13 | LRCX | Lam Research CORP | Stock-Tech | 1.20% | +0.40% | — | |
| 14 | GM | General Motors Co | Stock-Consumer Disc | 1.15% | -0.10% | +5.14% | |
| 15 | VST | Vistra CORP | Stock-Utilities | 1.08% | -0.03% | +5.09% | |
| 16 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.05% | -0.40% | -0.57% | |
| 17 | SYF | Synchrony Financial | Stock-Financials | 1.02% | -0.18% | -0.72% | |
| 18 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.95% | +0.03% | -6.33% | |
| 19 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.93% | -0.55% | +0.81% | |
| 20 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.89% | +0.07% | +35.04% | |
| 21 | ELV | Elevance Health Inc | Stock-Healthcare | 0.86% | -0.02% | +18.39% | |
| 22 | VRSN | Verisign Inc | Stock-Tech | 0.80% | -0.13% | +58.23% | |
| 23 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.80% | +0.10% | +0.67% | |
| 24 | F | Ford Motor Co | Stock-Consumer Disc | 0.79% | — | NEW | |
| 25 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.75% | -0.12% | +20.88% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.75% | -0.19% | +20.60% | |
| 27 | NRG | Nrg Energy Inc | Stock-Utilities | 0.73% | +0.02% | -14.31% | |
| 28 | LUV | Southwest Airlines Co | Stock-Industrials | 0.72% | +0.36% | +66.00% | |
| 29 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.68% | +0.04% | +41.58% | |
| 30 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.68% | -0.05% | +53.08% | |
| 31 | NTNX | Nutanix Inc - A | Stock-Tech | 0.67% | +0.03% | +9.58% | |
| 32 | INTC | Intel CORP | Stock-Tech | 0.67% | — | -9.64% | |
| 33 | DBX | Dropbox Inc-class A | Stock-Tech | 0.65% | -0.03% | -1.69% | |
| 34 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.64% | -0.09% | +204.79% | |
| 35 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.62% | — | -4.07% | |
| 36 | PSX | Phillips 66 | Stock-Energy | 0.62% | -0.22% | +157.60% | |
| 37 | VLO | Valero Energy CORP | Stock-Energy | 0.59% | +0.02% | -14.76% | |
| 38 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.58% | +0.08% | +12.94% | |
| 39 | VLTO | Veralto CORP | Stock-Industrials | 0.58% | -0.08% | EXIT | |
| 40 | CPT | Camden Property Trust | Stock-Real Estate | 0.57% | +0.01% | +9.36% | |
| 41 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.55% | +0.14% | NEW | |
| 42 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.55% | +0.22% | +6.39% | |
| 43 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.55% | +0.01% | +21.91% | |
| 44 | ALGN | Align Technology Inc | Stock-Healthcare | 0.54% | -0.09% | +35.24% | |
| 45 | ALLY | Ally Financial Inc | Stock-Financials | 0.54% | — | +84.05% | |
| 46 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.53% | — | -0.68% | |
| 47 | HUM | Humana Inc | Stock-Healthcare | 0.53% | — | +0.27% | |
| 48 | GWRE | Guidewire Software Inc | Stock-Tech | 0.51% | — | EXIT | |
| 49 | CRBG | Corebridge Financial Inc | Stock-Financials | 0.51% | +0.01% | +34.64% | |
| 50 | RGA | Reinsurance Group Of America | Stock-Financials | 0.49% | -0.15% | +1.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.4% | NEW | New buy |
| 2 | LRCX | Lam Research CORP | +1.2% | NEW | New buy |
| 3 | GEV | GE Vernova Inc | +0.9% | +148.60% | Add |
| 4 | PANW | Palo Alto Networks Inc | +0.9% | +665.80% | Add |
| 5 | NVDA | Nvidia CORP | +0.6% | +8.81% | Add |
| 6 | TSCO | Tractor Supply Company | +0.6% | NEW | New buy |
| 7 | AAPL | Apple Inc | +0.5% | +10.41% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.5% | +62.72% | Add |
| 9 | DECK | Deckers Outdoor CORP | +0.5% | +204.79% | Add |
| 10 | AMZN | Amazon.com Inc | +0.4% | +22.35% | Add |
| 11 | TGT | Target CORP | +0.4% | NEW | New buy |
| 12 | TSLA | Tesla Inc | +0.4% | +451.91% | Add |
| 13 | PSX | Phillips 66 | +0.3% | +157.60% | Add |
| 14 | LUV | Southwest Airlines Co | +0.3% | +66.00% | Add |
| 15 | F | Ford Motor Co | +0.3% | +87.96% | Add |
| 16 | IBKR | Interactive Brokers Gro-cl A | +0.3% | +53.08% | Add |
| 17 | VRSN | Verisign Inc | +0.3% | +58.23% | Add |
| 18 | ROKU | Roku Inc | +0.3% | +505.33% | Add |
| 19 | JBL | Jabil Inc | +0.3% | +16190.60% | Add |
| 20 | EW | Edwards Lifesciences CORP | +0.3% | +24.95% | Add |
| 21 | TTEK | Tetra Tech Inc | +0.3% | +814.23% | Add |
| 22 | CARR | Carrier Global CORP | +0.3% | +2484.01% | Add |
| 23 | TEAM | Atlassian Corp-cl A | +0.2% | -6.33% | Trim |
| 24 | CTAS | Cintas CORP | +0.2% | +150.12% | Add |
| 25 | ALLY | Ally Financial Inc | +0.2% | +84.05% | Add |
| 26 | AVGO | Broadcom Inc | +0.2% | +198.51% | Add |
| 27 | ABNB | Airbnb Inc-class A | +0.2% | +35.04% | Add |
| 28 | INCY | Incyte CORP | +0.2% | +861.03% | Add |
| 29 | CART | Maplebear Inc | +0.2% | +85.05% | Add |
| 30 | CPNG | Coupang Inc | +0.2% | +106.47% | Add |
| 31 | EPAM | Epam Systems Inc | +0.2% | +66.23% | Add |
| 32 | ZETA | Zeta Global Holdings Corp-a | +0.2% | NEW | New buy |
| 33 | SYF | Synchrony Financial | +0.2% | -0.72% | Trim |
| 34 | GM | General Motors Co | +0.2% | +5.14% | Add |
| 35 | RBLX | Roblox CORP -class A | +0.2% | +12.94% | Add |
| 36 | LII | Lennox International Inc | +0.2% | +174.04% | Add |
| 37 | HII | Huntington Ingalls Industrie | +0.1% | +4900.71% | Add |
| 38 | BKNG | Booking Holdings Inc | +0.1% | -0.75% | Trim |
| 39 | VST | Vistra CORP | +0.1% | +5.09% | Add |
| 40 | MA | Mastercard Inc - A | +0.1% | +20.60% | Add |
| 41 | GGG | Graco Inc | +0.1% | +75.96% | Add |
| 42 | MTH | Meritage Homes CORP | +0.1% | +205.51% | Add |
| 43 | TNDM | Tandem Diabetes Care Inc | +0.1% | +189.03% | Add |
| 44 | ACN | Accenture plc | +0.1% | +1898.39% | Add |
| 45 | INSP | Inspire Medical Systems Inc | +0.1% | +869.91% | Add |
| 46 | FIX | Comfort Systems USA Inc | +0.1% | NEW | New buy |
| 47 | SPOT | Spotify Technology S.A. | +0.1% | -0.57% | Trim |
| 48 | CRBG | Corebridge Financial Inc | +0.1% | +34.64% | Add |
| 49 | MCK | Mckesson CORP | +0.1% | +2.71% | Add |
| 50 | COST | Costco Wholesale CORP | +0.1% | +397.59% | Add |
According to official SEC Form 13F filings, Jacobs Levy Equity Management, Inc reported a total U.S. public equity portfolio value of $27.8B across 926 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 19.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $382.7M
Top Position Liquidated / Trimmed
SRPT
前期市值: $94.1M
During Q4 2024, Jacobs Levy Equity Management, Inc's top holdings by market value included AAPL (6.1%)、NVDA (5.9%)、MSFT (3.5%). The largest single position, AAPL, represented 6.1% of total portfolio value.
In Q4 2024, Jacobs Levy Equity Management, Inc made 200 total portfolio adjustments, initiating 12 new buys, adding to 94 positions, trimming 75 holdings, and fully liquidating 19 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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