Jacobs Levy Equity Management, INC

Diversified strategyMomentum follower

Total reported value

$23.8B

Reporting period: 2026-03-31 · Number of holdings: 953

JACOBS LEVY EQUITY MANAGEMENT, INC disclosed 953 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $23.8B and a quarterly turnover rate of 40.6%.

Personality snowflake

Concentration: 4.96
Portfolio Stability: 40.63
Momentum/Contrarian: 85.57
Sector conviction: 53
Diversification: 100
Sizing Uniformity: 67.09

Recent moves

Add GOOG
+37.2%　$199.6M
Trim ANET
-85.4%　-$237.0M
Trim ORLY
-95.4%　-$234.1M
Trim MSFT
-11.4%　-$284.1M
Trim META
-43.8%　-$246.1M
Add MU
+23059.2%　$184.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	6.09%	-0.19%	-4.80%
2	AAPL	Apple INC	Stock-Tech	4.85%	-0.14%	-4.38%
3	GOOG	Alphabet Inc-cl C	Stock-Comm Services	4.14%	+1.10%	+37.16%
4	MSFT	Microsoft CORP	Stock-Tech	2.52%	-0.89%	-11.40%
5	BKNG	Booking Holdings INC	Stock-Consumer Disc	1.45%	—	+14.87%
6	QCOM	Qualcomm INC	Stock-Tech	1.21%	-0.28%	-1.10%
7	NOW	Servicenow INC	Stock-Tech	1.21%	—	+30.25%
8	TGT	Target CORP	Stock-Consumer Disc	1.20%	—	-7.04%
9	AMZN	Amazon.com INC	Stock-Consumer Disc	1.17%	-0.11%	-7.17%
10	IBKR	Interactive Brokers Gro-cl A	Stock-Financials	1.11%	-0.09%	-18.33%
11	GM	General Motors Co	Stock-Consumer Disc	1.07%	-0.09%	-7.40%
12	FTNT	Fortinet INC	Stock-Tech	1.05%	—	+4.60%
13	LMT	Lockheed Martin CORP	Stock-Industrials	1.05%	—	-9.28%
14	BNY	Bank Of New York Mellon CORP	Stock-Financials	0.99%	—	-8.93%
15	EW	Edwards Lifesciences CORP	Stock-Healthcare	0.99%	—	-5.84%
16	META	Meta Platforms Inc-class A	Stock-Comm Services	0.98%	-0.87%	-43.81%
17	MCK	Mckesson CORP	Stock-Healthcare	0.96%	-0.13%	-23.22%
18	VRSN	Verisign INC	Stock-Tech	0.96%	—	-5.38%
19	EME	Emcor Group INC	Stock-Industrials	0.95%	—	-4.20%
20	VLO	Valero Energy CORP	Stock-Energy	0.84%	+0.27%	-11.27%
21	ADBE	Adobe INC	Stock-Tech	0.83%	-0.29%	-2.94%
22	PSX	Phillips 66	Stock-Energy	0.79%	—	-15.15%
23	MU	Micron Technology INC	Stock-Tech	0.78%	+0.78%	+23059.21%
24	ALGN	Align Technology INC	Stock-Healthcare	0.74%	—	+2.53%
25	WST	West Pharmaceutical Services	Stock-Healthcare	0.74%	—	+10.28%
26	ADM	Archer-daniels-midland Co	Stock-Consumer Staples	0.71%	+0.25%	+12.25%
27	TXN	Texas Instruments INC	Stock-Tech	0.70%	+0.70%	NEW
28	REGN	Regeneron Pharmaceuticals	Stock-Healthcare	0.70%	—	-19.18%
29	ALLY	Ally Financial INC	Stock-Financials	0.69%	—	+3.21%
30	INCY	Incyte CORP	Stock-Healthcare	0.68%	-0.19%	-24.79%
31	NU	Nu Holdings Ltd.	Stock-Financials	0.68%	—	-3.43%
32	C	Citigroup INC	Stock-Financials	0.67%	—	+18.32%
33	AVGO	Broadcom INC	Stock-Tech	0.64%	-0.26%	-26.77%
34	DECK	Deckers Outdoor CORP	Stock-Consumer Disc	0.63%	—	-1.88%
35	LVS	Las Vegas Sands CORP	Stock-Consumer Disc	0.62%	+0.54%	+714.57%
36	CVX	Chevron CORP	Stock-Energy	0.60%	—	-19.51%
37	MAS	Masco CORP	Stock-Industrials	0.60%	—	-9.37%
38	CPNG	Coupang INC	Stock-Consumer Disc	0.59%	—	+17.92%
39	ROKU	Roku INC	Stock-Comm Services	0.59%	—	-2.48%
40	FIX	Comfort Systems USA INC	Stock-Industrials	0.56%	-0.41%	-64.08%
41	TRV	Travelers Cos Inc/the	Stock-Financials	0.55%	—	-20.86%
42	AGX	Argan INC	Stock-Industrials	0.55%	+0.24%	-8.13%
43	LSTR	Landstar System INC	Stock-Industrials	0.50%	—	+5.49%
44	SYF	Synchrony Financial	Stock-Financials	0.48%	—	-4.63%
45	MANH	Manhattan Associates INC	Stock-Tech	0.47%	—	-2.09%
46	CPT	Camden Property Trust	Stock-Real Estate	0.46%	—	-0.59%
47	BPOP	Popular INC	Stock-Financials	0.46%	—	+0.11%
48	DBX	Dropbox Inc-class A	Stock-Tech	0.46%	—	-5.79%
49	DPZ	Domino's Pizza INC	Stock-Consumer Disc	0.46%	—	+2.59%
50	SPOT	Spotify Technology S.A.	Stock-Comm Services	0.45%	-0.16%	-18.77%

1–50 of 953

Portfolio Performance

Performance for Q3 2026

+8%

Performance Last 4 Quarters

+26.8%

Based on 78% of reported portfolio value with available pricing

Stdev: +15.2%
Beta: +1.1
Alpha: -1.4%
Max Drawdown: -11.7%
Annualized Perf: +19.3%
Batting Avg vs S&P: +55.6%
Sortino: +2.47
Stutzer: +0.37
Treynor: +0.17
Sterling: +1.07
Calmar: +1.65
Information Ratio: +0.09
Tracking Error: +4.9%
Stdev Down: +7.7%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +36.5%
Worst 12 Months: +2.7%
Efficiency Ratio: +0.53
Sharpe: +1.25
Stdev Sectors: +8.8%
Skewness: +0.12
Kurtosis: -0.29
Upside Potential: +4.1

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	953	$23.8B	41	1NVDA 2AAPL 3GOOG Top holdings2026-03-31 1.NVDA 2.AAPL 3.GOOG 4.MSFT 5.BKNG 6.QCOM 7.NOW 8.TGT 9.AMZN 10.IBKR
2025-12-31	917	$25.9B	33	1NVDA 2AAPL 3MSFT Top holdings2025-12-31 1.NVDA 2.AAPL 3.MSFT 4.GOOG 5.META 6.QCOM 7.BKNG 8.AMZN 9.NOW 10.IBKR
2025-09-30	953	$25.2B	60	1NVDA 2AAPL 3MSFT Top holdings2025-09-30 1.NVDA 2.AAPL 3.MSFT 4.META 5.GOOG 6.ANET 7.BKNG 8.QCOM 9.ORLY 10.AMZN
2025-06-30	1020	$25.5B	0	1NVDA 2AAPL 3MSFT Top holdings2025-06-30 1.NVDA 2.AAPL 3.MSFT 4.META 5.BKNG 6.GOOG 7.AMZN 8.QCOM 9.ANET 10.MCK
2025-03-31	1060	$25.2B	100	1AAPL 2NVDA 3MSFT Top holdings2025-03-31 1.AAPL 2.NVDA 3.MSFT 4.META 5.AMZN 6.GOOG 7.BKNG 8.MCK 9.EW 10.VRSN
2024-12-31	926	$28.3B	0	1AAPL 2NVDA 3MSFT Top holdings2024-12-31 1.AAPL 2.NVDA 3.MSFT 4.GOOG 5.AMZN 6.BKNG 7.META 8.ANET 9.GEV 10.MCK
2024-09-30	941	$25.9B	0	1AAPL 2NVDA 3MSFT Top holdings2024-09-30 1.AAPL 2.NVDA 3.MSFT 4.GOOG 5.BKNG 6.AMZN 7.MCK 8.ELV 9.APH 10.ODFL
2024-06-30	946	$24.2B	0	1NVDA 2AAPL 3MSFT Top holdings2024-06-30 1.NVDA 2.AAPL 3.MSFT 4.GOOG 5.AMZN 6.BKNG 7.MCK 8.META 9.MA 10.FTNT
2024-03-31	928	$22.4B	0	1AAPL 2NVDA 3MSFT Top holdings2024-03-31 1.AAPL 2.NVDA 3.MSFT 4.MA 5.BKNG 6.GOOG 7.AMZN 8.FTNT 9.MCK 10.VLO
2023-12-31	963	$19.8B	0	1AAPL 2MSFT 3NVDA Top holdings2023-12-31 1.AAPL 2.MSFT 3.NVDA 4.MA 5.INTC 6.GOOG 7.BKNG 8.UBER 9.TEAM 10.AMZN
2023-09-30	952	$16.9B	0	1AAPL 2MSFT 3NVDA Top holdings2023-09-30 1.AAPL 2.MSFT 3.NVDA 4.META 5.GOOG 6.BKNG 7.MA 8.FDX 9.HUM 10.MCK
2023-06-30	957	$17.4B	0	1AAPL 2MSFT 3META Top holdings2023-06-30 1.AAPL 2.MSFT 3.META 4.FTNT 5.GOOG 6.BKNG 7.MA 8.FDX 9.MCK 10.GM
2023-03-31	944	$16.3B	0	1AAPL 2MSFT 3META Top holdings2023-03-31 1.AAPL 2.MSFT 3.META 4.GOOG 5.NFLX 6.TGT 7.BKNG 8.HCA 9.FDX 10.FTNT
2022-12-31	934	$14.8B	0	1MSFT 2AAPL 3GOOG Top holdings2022-12-31 1.MSFT 2.AAPL 3.GOOG 4.HUM 5.NFLX 6.TGT 7.AZO 8.ORLY 9.VRTX 10.META
2022-09-30	970	$12.6B	0	1AAPL 2MSFT 3TSLA Top holdings2022-09-30 1.AAPL 2.MSFT 3.TSLA 4.GOOG 5.HUM 6.AMZN 7.AZO 8.TGT 9.NFLX 10.BKNG
2022-06-30	981	$12.9B	0	1MSFT 2GOOG 3AAPL Top holdings2022-06-30 1.MSFT 2.GOOG 3.AAPL 4.HUM 5.CI 6.T 7.MCK 8.GILD 9.LMT 10.AZO
2022-03-31	989	$14.9B	0	1GOOG 2AAPL 3MSFT Top holdings2022-03-31 1.GOOG 2.AAPL 3.MSFT 4.AMZN 5.LMT 6.MCK 7.ELV 8.T 9.INTC 10.ADM
2021-12-31	959	$14.9B	0	1GOOG 2AAPL 3AMZN Top holdings2021-12-31 1.GOOG 2.AAPL 3.AMZN 4.MSFT 5.F 6.COST 7.ELV 8.T 9.ISRG 10.MCK
2021-09-30	1019	$14.9B	0	1GOOG 2AMZN 3MSFT Top holdings2021-09-30 1.GOOG 2.AMZN 3.MSFT 4.AAPL 5.COST 6.ISRG 7.ELV 8.F 9.DELL 10.INTC
2021-06-30	1017	$14.8B	94	1GOOG 2AMZN 3MSFT Top holdings2021-06-30 1.GOOG 2.AMZN 3.MSFT 4.AAPL 5.F 6.ELV 7.GILD 8.HUM 9.DELL 10.GM
2021-03-31	1000	$13.0B	46	1AMZN 2GOOG 3AAPL Top holdings2021-03-31 1.AMZN 2.GOOG 3.AAPL 4.MSFT 5.COST 6.F 7.ELV 8.HUM 9.GM 10.GILD
2020-12-31	1005	$11.4B	34	1MSFT 2AMZN 3AAPL Top holdings2020-12-31 1.MSFT 2.AMZN 3.AAPL 4.GOOG 5.SBUX 6.HUM 7.GILD 8.F 9.QCOM 10.MCK
2020-09-30	1013	$9.6B	27	1MSFT 2AMZN 3AAPL Top holdings2020-09-30 1.MSFT 2.AMZN 3.AAPL 4.GOOG 5.HUM 6.SBUX 7.QCOM 8.ELV 9.LOW 10.GM
2020-06-30	1029	$9.2B	51	1MSFT 2AMZN 3GOOG Top holdings2020-06-30 1.MSFT 2.AMZN 3.GOOG 4.AAPL 5.QCOM 6.GILD 7.HUM 8.SBUX 9.LLY 10.MCK
2020-03-31	993	$7.8B	53	1MSFT 2GOOG 3AMZN Top holdings2020-03-31 1.MSFT 2.GOOG 3.AMZN 4.AAPL 5.MA 6.HUM 7.GILD 8.SBUX 9.BIIB 10.CTXSEUR
2019-12-31	986	$10.2B	48	1MSFT 2GOOG 3AMZN Top holdings2019-12-31 1.MSFT 2.GOOG 3.AMZN 4.AAPL 5.MA 6.SBUX 7.HUM 8.BIIB 9.GILD 10.ABBV
2019-09-30	908	$8.1B	40	1MSFT 2AMZN 3GOOG Top holdings2019-09-30 1.MSFT 2.AMZN 3.GOOG 4.MA 5.AAPL 6.SBUX 7.QCOM 8.HPQ 9.BIIB 10.GILD
2019-06-30	936	$7.2B	39	1AMZN 2MSFT 3GOOG Top holdings2019-06-30 1.AMZN 2.MSFT 3.GOOG 4.MA 5.SBUX 6.AAPL 7.BA 8.KO 9.AZPNUSD 10.HUM
2019-03-31	949	$6.9B	46	1MSFT 2AMZN 3GOOG Top holdings2019-03-31 1.MSFT 2.AMZN 3.GOOG 4.MA 5.AAPL 6.SBUX 7.BA 8.BMY 9.TJX 10.DPZ
2018-12-31	964	$5.7B	43	1MSFT 2GOOG 3AMZN Top holdings2018-12-31 1.MSFT 2.GOOG 3.AMZN 4.MA 5.AAPL 6.BA 7.BMY 8.SBUX 9.CELG 10.VRTX
2018-09-30	974	$7.0B	41	1AMZN 2MSFT 3GOOG Top holdings2018-09-30 1.AMZN 2.MSFT 3.GOOG 4.AAPL 5.MA 6.BA 7.WCGEUR 8.DPZ 9.BMY 10.AZPNUSD
2018-06-30	1013	$6.4B	35	1MSFT 2AMZN 3GOOG Top holdings2018-06-30 1.MSFT 2.AMZN 3.GOOG 4.AAPL 5.BA 6.MA 7.WCGEUR 8.DPZ 9.MSGS 10.JPM
2018-03-31	988	$6.0B	36	1MSFT 2GOOG 3AAPL Top holdings2018-03-31 1.MSFT 2.GOOG 3.AAPL 4.AMZN 5.BA 6.PEP 7.DPZ 8.WCGEUR 9.BMY 10.META
2017-12-31	974	$5.7B	39	1AAPL 2GOOG 3AMZN Top holdings2017-12-31 1.AAPL 2.GOOG 3.AMZN 4.MSFT 5.BA 6.PEP 7.XOM 8.PM 9.VOYA 10.MRK
2017-09-30	938	$5.1B	35	1GOOG 2AAPL 3AMZN Top holdings2017-09-30 1.GOOG 2.AAPL 3.AMZN 4.XOM 5.MSFT 6.BA 7.PEP 8.INTC 9.MA 10.NTAP
2017-06-30	915	$4.7B	47	1AAPL 2GOOG 3AMZN Top holdings2017-06-30 1.AAPL 2.GOOG 3.AMZN 4.XOM 5.MSFT 6.MA 7.JNJ 8.WFC 9.BA 10.CELG
2017-03-31	909	$4.9B	43	1AAPL 2GOOG 3AMZN Top holdings2017-03-31 1.AAPL 2.GOOG 3.AMZN 4.XOM 5.WFC 6.JNJ 7.MA 8.MSFT 9.BA 10.NTAP
2016-12-31	947	$5.2B	52	1AAPL 2GOOG 3AMZN Top holdings2016-12-31 1.AAPL 2.GOOG 3.AMZN 4.WFC 5.XOM 6.MSFT 7.T 8.MA 9.JNJ 10.CVS
2016-09-30	1001	$5.6B	51	1GOOG 2AAPL 3AMZN Top holdings2016-09-30 1.GOOG 2.AAPL 3.AMZN 4.MSFT 5.AMGN 6.JNJ 7.MA 8.GILD 9.T 10.PEP
2016-06-30	1141	$4.8B	49	1AAPL 2GOOG 3AMZN Top holdings2016-06-30 1.AAPL 2.GOOG 3.AMZN 4.MSFT 5.AMGN 6.JNJ 7.T 8.PEP 9.GILD 10.WFC
2016-03-31	1086	$4.7B	70	1AAPL 2GOOG 3AMZN Top holdings2016-03-31 1.AAPL 2.GOOG 3.AMZN 4.T 5.GILD 6.VZ 7.AMGN 8.PEP 9.MA 10.WFC
2015-12-31	788	$5.0B	42	1AAPL 2AMZN 3GOOG Top holdings2015-12-31 1.AAPL 2.AMZN 3.GOOG 4.GILD 5.AMGN 6.CMCSA 7.DIS 8.BA 9.INTC 10.PEP
2015-09-30	798	$4.9B	39	1AAPL 2AMZN 3GILD Top holdings2015-09-30 1.AAPL 2.AMZN 3.GILD 4.DIS 5.AMGN 6.PEP 7.CMCSA 8.WFC 9.MRK 10.V
2015-06-30	796	$5.3B	43	1AAPL 2GILD 3DIS Top holdings2015-06-30 1.AAPL 2.GILD 3.DIS 4.AMGN 5.VZ 6.CMCSA 7.XOM 8.EA 9.MRK 10.AMZN
2015-03-31	776	$5.9B	53	1AAPL 2JNJ 3AMGN Top holdings2015-03-31 1.AAPL 2.JNJ 3.AMGN 4.GILD 5.DIS 6.MSFT 7.XOM 8.AMZN 9.MRK 10.KR
2014-12-31	807	$5.8B	49	1AAPL 2JNJ 3MSFT Top holdings2014-12-31 1.AAPL 2.JNJ 3.MSFT 4.AMGN 5.XOM 6.DIS 7.GILD 8.PEP 9.IBM 10.MRK
2014-09-30	813	$6.0B	50	1AAPL 2JNJ 3XOM Top holdings2014-09-30 1.AAPL 2.JNJ 3.XOM 4.VZ 5.MSFT 6.UNP 7.AMGN 8.GILD 9.DIS 10.MRK
2014-06-30	822	$6.0B	52	1AAPL 2JNJ 3XOM Top holdings2014-06-30 1.AAPL 2.JNJ 3.XOM 4.UNP 5.MSFT 6.MA 7.CVX 8.AMGN 9.V 10.CELG
2014-03-31	874	$6.0B	57	1AAPL 2JNJ 3XOM Top holdings2014-03-31 1.AAPL 2.JNJ 3.XOM 4.MSFT 5.UNP 6.MA 7.AMZN 8.HD 9.CVX 10.EOG
2013-12-31	933	$6.7B	50	1AAPL 2JNJ 3MSFT Top holdings2013-12-31 1.AAPL 2.JNJ 3.MSFT 4.MA 5.BA 6.CELG 7.CVX 8.UNP 9.XOM 10.AMGN
2013-09-30	910	$5.9B	50	1AAPL 2XOM 3JNJ Top holdings2013-09-30 1.AAPL 2.XOM 3.JNJ 4.MSFT 5.MA 6.CELG 7.BA 8.CVX 9.UNP 10.HD
2013-06-30	959	$5.7B	0	1AAPL 2GOOG 3XOM Top holdings2013-06-30 1.AAPL 2.GOOG 3.XOM 4.MSFT 5.WMT 6.CVX 7.MA 8.V 9.T 10.UNP

Holding changes this quarter

Jacobs Levy Equity Management, INC's most significant position changes for 2026-03-31: New buy: Texas Instruments INC (TXN); New buy: Stifel Financial CORP (SF); New buy: Ebay INC (EBAY); New buy: Waste Management INC (WM); New buy: TD Synnex CORP (SNX).

Position changes disclosed by Jacobs Levy Equity Management, INC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GOOG	Alphabet Inc-cl C	+1.1%	+37.16%	Add
2	MU	Micron Technology INC	+0.8%	+23059.21%	Add
3	LVS	Las Vegas Sands CORP	+0.5%	+714.57%	Add
4	ALB	Albemarle CORP	+0.4%	+1357.23%	Add
5	JBL	Jabil INC	+0.4%	+1623.32%	Add
6	DKNG	Draftkings Inc-cl A	+0.4%	+2594.61%	Add
7	DOCU	Docusign INC	+0.3%	+456.94%	Add
8	NBIX	Neurocrine Biosciences INC	+0.3%	+1389.63%	Add
9	VLO	Valero Energy CORP	+0.3%	-11.27%	Trim
10	ADM	Archer-daniels-midland Co	+0.3%	+12.25%	Add
11	AGX	Argan INC	+0.2%	-8.13%	Trim
12	BRK-B	Berkshire Hathaway Inc-cl B	+0.2%	+362.61%	Add
13	IBKR	Interactive Brokers Gro-cl A	-0.1%	-18.33%	Trim
14	GM	General Motors Co	-0.1%	-7.40%	Trim
15	AMZN	Amazon.com INC	-0.1%	-7.17%	Trim
16	MCK	Mckesson CORP	-0.1%	-23.22%	Trim
17	AAPL	Apple INC	-0.1%	-4.38%	Trim
18	SPOT	Spotify Technology S.A.	-0.2%	-18.77%	Trim
19	MA	Mastercard INC - A	-0.2%	-42.35%	Trim
20	HII	Huntington Ingalls Industrie	-0.2%	-56.21%	Trim
21	RHI	Robert Half INC	-0.2%	-80.76%	Trim
22	NVDA	Nvidia CORP	-0.2%	-4.80%	Trim
23	INCY	Incyte CORP	-0.2%	-24.79%	Trim
24	LPX	Louisiana-pacific CORP	-0.2%	-95.13%	Trim
25	LOW	Lowe's Cos INC	-0.2%	-53.19%	Trim
26	AVGO	Broadcom INC	-0.3%	-26.77%	Trim
27	QCOM	Qualcomm INC	-0.3%	-1.10%	Trim
28	ADBE	Adobe INC	-0.3%	-2.94%	Trim
29	ADP	Automatic Data Processing	-0.3%	-74.84%	Trim
30	RBLX	Roblox CORP -class A	-0.3%	-34.80%	Trim
31	MNST	Monster Beverage CORP	-0.3%	-46.21%	Trim
32	ALNY	Alnylam Pharmaceuticals INC	-0.3%	-47.13%	Trim
33	EXPD	Expeditors Intl Wash INC	-0.3%	-93.64%	Trim
34	LYFT	Lyft Inc-a	-0.3%	-89.00%	Trim
35	AZO	Autozone INC	-0.4%	-72.00%	Trim
36	FIX	Comfort Systems USA INC	-0.4%	-64.08%	Trim
37	MTZ	Mastec INC	-0.5%	-98.52%	Trim
38	NFLX	Netflix INC	-0.5%	-72.44%	Trim
39	LRCX	Lam Research CORP	-0.7%	-72.62%	Trim
40	META	Meta Platforms Inc-class A	-0.9%	-43.81%	Trim
41	MSFT	Microsoft CORP	-0.9%	-11.40%	Trim
42	ANET	Arista Networks INC	-0.9%	-85.36%	Trim
43	ORLY	O'reilly Automotive INC	-0.9%	-95.39%	Trim
44	TXN	Texas Instruments INC	—	NEW	New buy
45	SF	Stifel Financial CORP	—	NEW	New buy
46	EBAY	Ebay INC	—	NEW	New buy
47	WM	Waste Management INC	—	NEW	New buy
48	SNX	TD Synnex CORP	—	NEW	New buy
49	ILMN	Illumina INC	—	EXIT	Sold out
50	PIPR	Piper Sandler Cos	—	NEW	New buy

FAQ

What is Jacobs Levy Equity Management, INC and what type of investor is it?

Jacobs Levy Equity Management, INC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $23.8B, spread across 953 disclosed positions.

What are Jacobs Levy Equity Management, INC's largest equity positions?

Based on the latest 13F filing, Jacobs Levy Equity Management, INC's top holdings by market value are: 1. Nvidia CORP (NVDA) — $1.4B (6.1%) 2. Apple INC (AAPL) — $1.2B (4.8%) 3. Alphabet Inc-cl C (GOOG) — $986.0M (4.1%) 4. Microsoft CORP (MSFT) — $598.5M (2.5%) 5. Booking Holdings INC (BKNG) — $345.4M (1.4%)

What changes did Jacobs Levy Equity Management, INC make in its most recent portfolio filing?

In the latest reported quarter, Jacobs Levy Equity Management, INC made 50 notable position adjustments: 6 new positions were initiated, 10 existing holdings were added to, 33 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Texas Instruments INC (TXN); New buy: Stifel Financial CORP (SF); New buy: Ebay INC (EBAY); New buy: Waste Management INC (WM); New buy: TD Synnex CORP (SNX)

What sectors does Jacobs Levy Equity Management, INC focus on?

Jacobs Levy Equity Management, INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 32.7% • Consumer Discretionary: 14.3% • Financials: 13.0% • Industrials: 11.5% • Health Care: 9.1% • Communication Services: 8.9%