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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 and exited 177; 402 existing positions rose in reported value and 265 fell.

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.

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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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA6.4% · +6%GOOG5.0% · +15%AAPL3.8% · -20%MU2.7% · +20%MSFT2.3% · +8%KLAC1.9% · +18999%BKNG1.4% · +2606%FTNT1.4% · -16%AMZN1.4% · +21%CRWD1.3% · +456%BNY1.1% · newTGT1.1% · -4%IBKR1.1% · -14%FIX1.0% · +50%GM1.0% · +2%SNDK1.0% · +1343%EW0.9% · -6%VLO0.9% · +13%EME0.8% · -7%VRSN0.8% · +0%LRCX0.8% · +12%AVGO0.8% · +23%CNC0.8% · +8%LUV0.8% · +58%SNPS0.7% · +147%ALLY0.7% · -0%C0.7% · -6%WST0.7% · -28%MCK0.7% · -10%ALGN0.6% · +4%AAL0.6% · newLVS0.6% · +39%EBAY0.6% · +57%ADM0.6% · -7%SYY0.6% · newREGN0.6% · +20%PSX0.6% · -8%NTRS0.6% · +170%LSTR0.6% · -0%SNEX0.6% · +276%TXN0.5% · -41%DECK0.5% · -0%CART0.5% · +20%AGX0.5% · -22%NU0.5% · -4%ADBE0.5% · -15%VRNS0.5% · +29%META0.5% · -41%COST0.5% · +71%BPOP0.5% · -1%CPT0.5% · +2%STT0.5% · +62%POWL0.5% · +256%JBHT0.5% · +9%MTCH0.4% · +4%NBIX0.4% · +40%ESS0.4% · -2%DBX0.4% · -9%GEHC0.4% · +45%MOH0.4% · +44%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 27.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 30, 2026.

Assets Under Management
$28.01B
Discretionary
$28.01B
Employees
70
Accounts
148
Address
100 CAMPUS DRIVE
4TH FLOOR EAST
FLORHAM PARK, NJ 07932-0650
Phone
(973) 410-9222
Website
Mailing Address
100 CAMPUS DRIVE P.O. BOX 650, FLORHAM PARK, NJ, 07932-0650
Name Title / Status Ownership Type
DALTON, LEO, ALOYSIUS ControlCHIEF FINANCIAL OFFICER
since Jan 2010
Less than 5%Individual
DEVITO, LAURA, MARIE ControlCHIEF OPERATING OFFICER
since Aug 2017
Less than 5%Individual
HOBERMAN, JASON, MATTHEW ControlGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
since Jan 2017
Less than 5%Individual
JACOBS, BRUCE, IRA ControlPRESIDENT AND DIRECTOR
since Sep 1986
50–75%Individual
LEVY, KENNETH, NEIL ControlVICE PRESIDENT AND DIRECTOR
since Sep 1986
50–75%Individual
Ownership & leadership changes · 6 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Sep 27, 2017 filing
  • Listed againDEVITO, LAURA, MARIE · CHIEF OPERATING OFFICER · Less than 5% · control person
Mar 31, 2017 filing
  • AddedHOBERMAN, JASON, MATTHEW · GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedDALTON, LEO, ALOYSIUS · title CHIEF FINANCIAL OFFICER AND CCO → CHIEF FINANCIAL OFFICER; now a control person
  • ChangedJACOBS, BRUCE, IRA · title PRESIDENT → PRESIDENT AND DIRECTOR
  • ChangedLEVY, KENNETH, NEIL · title VICE PRESIDENT → VICE PRESIDENT AND DIRECTOR
May 16, 2016 filing
  • No longer listedDEVITO, LAURA, MARIE · GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Feb 2013
  • ChangedDALTON, LEO, ALOYSIUS · title CHIEF FINANCIAL OFFICER → CHIEF FINANCIAL OFFICER AND CCO
Mar 31, 2014 filing
  • No longer listedDAVIDSON, MICHAEL · CHIEF ADMINISTRATIVE OFFICER · Less than 5% · listed since Jan 2010
Feb 8, 2013 filing
  • AddedDEVITO, LAURA, MARIE · GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedDALTON, LEO, ALOYSIUS · title CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER → CHIEF FINANCIAL OFFICER
Sep 21, 2012 filing
  • No longer listedWEISBERG, HEATH, NOAH · GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jun 2006
  • ChangedDALTON, LEO, ALOYSIUS · title CHIEF FINANCIAL OFFICER → CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER
Mar 30, 2012 filing (earliest on record)
  • ListedDALTON, LEO, ALOYSIUS · CHIEF FINANCIAL OFFICER · Less than 5%
  • ListedDAVIDSON, MICHAEL · CHIEF ADMINISTRATIVE OFFICER · Less than 5%
  • ListedJACOBS, BRUCE, IRA · PRESIDENT · 50–75% · control person
  • ListedLEVY, KENNETH, NEIL · VICE PRESIDENT · 50–75% · control person
  • ListedWEISBERG, HEATH, NOAH · GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER · Less than 5%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 402 →

Top Trims

Show all 265 →

New Positions

Show all 158 →

Exited Positions

Show all 177 →

JACOBS LEVY EQUITY MANAGEMENT, INC Holdings (2026-06-30)

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
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