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JACOBS LEVY EQUITY MANAGEMENT, INC — 13F Holdings & Portfolio

CIK 884414 · latest 13F-HR filed 2026-08-14

Backtest portfolio

JACOBS LEVY EQUITY MANAGEMENT, INC manages $27.81B in 13F-reported U.S. long-equity assets across 934 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.36%), GOOG (5.03%), AAPL (3.79%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 158 new positions, exited 177, added to 402, and trimmed 265.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
100 CAMPUS DRIVE
P.O. BOX 650
FLORHAM PARK, NJ 07932
Phone
(973) 410-9222
Filing Manager
JACOBS LEVY EQUITY MANAGEMENT, INC
FLORHAM PARK, NJ
Signatory
Kenneth N. Levy
Vice President
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AUM

$27.81B

Long-equity book

Holdings

934

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+158 / −177 / ↑402 / ↓265

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$571.4M +308.4%
  • KLA CORP$507.8M +3813.5%
  • ALPHABET INC$412.6M +41.8%
  • CROWDSTRIKE HLDGS INC$334.1M +987.5%
  • NVIDIA CORPORATION$321.5M +22.2%
Show all 402 →

Top Trims

  • QUALCOMM INC-$288.0M -99.9%
  • SERVICENOW INC-$277.1M -96.2%
  • LOCKHEED MARTIN CORP-$153.6M -61.7%
  • MASCO CORP-$141.2M -99.5%
  • TRAVELERS COMPANIES INC-$128.2M -97.1%
Show all 265 →

New Positions

  • AMERICAN AIRLINES GROUP INC$175.2M
  • SYSCO CORP$162.0M
  • INTUIT$80.2M
  • CORCEPT THERAPEUTICS INC$60.5M
  • ANGLOGOLD ASHANTI PLC$58.8M
Show all 158 →

Exited Positions

  • ROKU INC$139.3M
  • OTIS WORLDWIDE CORP$103.1M
  • MONSTER BEVERAGE CORP NEW$93.1M
  • FTI CONSULTING INC$62.5M
  • DEVON ENERGY CORP NEW$33.5M
Show all 177 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $1.77B 6.36% 8,842,786 SH
2 ALPHABET INC GOOG 02079K107 $1.40B 5.03% 3,958,271 SH
3 APPLE INC AAPL 037833100 $1.05B 3.79% 3,639,688 SH
4 MICRON TECHNOLOGY INC MU 595112103 $756.7M 2.72% 655,543 SH
5 MICROSOFT CORP MSFT 594918104 $648.2M 2.33% 1,737,693 SH
6 KLA CORP KLAC 482480100 $521.1M 1.87% 1,727,310 SH
7 BOOKING HOLDINGS INC BKNG 09857L108 $395.8M 1.42% 2,220,413 SH
8 FORTINET INC FTNT 34959E109 $394.0M 1.42% 2,564,536 SH
9 AMAZON COM INC AMZN 023135106 $386.1M 1.39% 1,620,038 SH
10 CROWDSTRIKE HLDGS INC CRWD 22788C105 $367.9M 1.32% 482,126 SH
11 BANK OF NY MELLON CORP BNY 064058100 $315.6M 1.14% 2,182,591 SH
12 TARGET CORP TGT 87612E106 $296.2M 1.07% 2,268,023 SH
13 INTERACTIVE BROKERS GROUP IN IBKR 45841N107 $295.9M 1.06% 3,399,433 SH
14 COMFORT SYS USA INC FIX 199908104 $287.0M 1.03% 144,823 SH
15 GENERAL MTRS CO GM 37045V100 $269.3M 0.97% 3,493,624 SH
16 SANDISK CORP SNDK 80004C200 $265.3M 0.95% 116,663 SH
17 EDWARDS LIFESCIENCES CORP EW 28176E108 $250.8M 0.90% 2,772,232 SH
18 VALERO ENERGY CORP VLO 91913Y100 $238.0M 0.86% 913,704 SH
19 EMCOR GROUP INC EME 29084Q100 $235.5M 0.85% 283,794 SH
20 VERISIGN INC VRSN 92343E102 $231.7M 0.83% 921,158 SH
21 LAM RESEARCH CORP LRCX 512807306 $231.1M 0.83% 533,201 SH
22 BROADCOM INC AVGO 11135F101 $228.8M 0.82% 605,681 SH
23 CENTENE CORP DEL CNC 15135B101 $219.3M 0.79% 3,416,108 SH
24 SOUTHWEST AIRLS CO LUV 844741108 $212.9M 0.77% 4,140,634 SH
25 SYNOPSYS INC SNPS 871607107 $199.9M 0.72% 448,092 SH
26 ALLY FINL INC ALLY 02005N100 $192.2M 0.69% 4,181,887 SH
27 CITIGROUP INC C 172967424 $185.0M 0.67% 1,321,626 SH
28 WEST PHARMACEUTICAL SVSC INC WST 955306105 $182.3M 0.66% 507,786 SH
29 MCKESSON CORP MCK 58155Q103 $180.6M 0.65% 239,069 SH
30 ALIGN TECHNOLOGY INC ALGN 016255101 $180.3M 0.65% 1,068,964 SH
31 AMERICAN AIRLINES GROUP INC AAL 02376R102 $175.2M 0.63% 9,696,162 SH
32 LAS VEGAS SANDS CORP LVS 517834107 $174.9M 0.63% 3,786,633 SH
33 EBAY INC. EBAY 278642103 $172.6M 0.62% 1,544,287 SH
34 ARCHER DANIELS MIDLAND CO ADM 039483102 $164.2M 0.59% 2,149,187 SH
35 SYSCO CORP SYY 871829107 $162.0M 0.58% 1,938,184 SH
36 REGENERON PHARMACEUTICALS REGN 75886F107 $159.9M 0.58% 256,503 SH
37 PHILLIPS 66 PSX 718546104 $159.8M 0.57% 945,251 SH
38 NORTHERN TR CORP NTRS 665859104 $158.2M 0.57% 909,905 SH
39 LANDSTAR SYS INC LSTR 515098101 $153.6M 0.55% 742,490 SH
40 STONEX GROUP INC SNEX 861896108 $153.5M 0.55% 1,295,654 SH
41 TEXAS INSTRS INC TXN 882508104 $150.5M 0.54% 504,890 SH
42 DECKERS OUTDOOR CORP DECK 243537107 $149.3M 0.54% 1,503,635 SH
43 MAPLEBEAR INC CART 565394103 $148.9M 0.54% 3,145,270 SH
44 ARGAN INC AGX 04010E109 $148.7M 0.53% 186,216 SH
45 NU HLDGS LTD NU G6683N103 $144.6M 0.52% 10,819,790 SH
46 ADOBE INC ADBE 00724F101 $140.2M 0.50% 683,922 SH
47 VARONIS SYS INC VRNS 922280102 $139.8M 0.50% 3,331,623 SH
48 META PLATFORMS INC META 30303M102 $135.6M 0.49% 240,790 SH
49 COSTCO WHOLESALE CORPORATION COST 22160K105 $135.5M 0.49% 144,869 SH
50 POPULAR INC BPOP 733174700 $132.5M 0.48% 806,838 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $27.81B 934 0000884414-26-000003
2026-03-31 2026-05-15 $23.79B 953 0000884414-26-000002
2025-12-31 2026-02-13 $25.90B 917 0000884414-26-000001
2025-09-30 2025-11-17 $25.17B 953 0000884414-25-000005