JACOBS LEVY EQUITY MANAGEMENT, INC

CIK

884414

Location

FLORHAM PARK, NJ

Portfolio Value

Large $22,811,510,864

Diversification

Diversified

Filing Date

Global Rank

#255 / 8,622 ▼ 14 · as of Mar 2026

Top Industry

Semiconductors 10.4%

3Y Alpha vs SPY

-1.9%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+68.4%

SPY

+67.9%

Annualised alpha

+0.1%

Max drawdown

−22.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

948 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.3%

−0.1 pts

Top 5

16.8%

−1.8 pts

Top 10

22.8%

−2.4 pts

HHI

116

Diversified−14

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.0%	$7,307,230,697	154
Financial Services	14.2%	$3,231,594,579	162
Consumer Cyclical	13.7%	$3,120,663,564	118
Industrials	12.4%	$2,826,566,656	126
Healthcare	10.5%	$2,386,606,154	172
Consumer Defensive	4.4%	$1,006,704,668	36
Communication Services	4.3%	$983,781,962	42
Energy	3.4%	$776,009,549	35
Basic Materials	2.4%	$538,919,158	32
Real Estate	1.9%	$432,691,927	47
Utilities	0.9%	$195,142,973	20
Unclassified	0.0%	$5,598,977	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DKNG	DraftKings Inc.	+3,993,385	4,147,296	$89,664,539
CALY	Callaway Golf Co	+2,583,535	3,812,544	$52,918,110
SNAP	Snap Inc	+2,542,205	6,578,721	$30,262,116
LVS	Las Vegas Sands Corp	+2,386,900	2,720,933	$146,603,870
BLND	Blend Labs, Inc.	+2,076,625	2,165,366	$3,681,122
AMPL	Amplitude, Inc.	+1,673,364	1,731,437	$11,808,400
DOCU	Docusign, Inc.	+1,597,996	1,947,712	$92,341,025
PLTK	Playtika Holding Corp.	+1,458,110	1,487,287	$4,134,657
OSCR	Oscar Health, Inc.	+1,413,999	2,474,423	$28,381,631
ARVN	Arvinas, Inc.	+1,189,227	1,441,521	$15,280,122
CPNG	Coupang, Inc.	+1,133,257	7,457,879	$140,804,755
VRNS	Varonis Systems Inc	+1,110,729	2,582,147	$55,438,696
ASPN	Aspen Aerogels Inc	+1,078,666	1,218,779	$4,168,224
S	SentinelOne, Inc.	+1,054,175	2,085,764	$26,864,640
SGMOQ	Sangamo Therapeutics, Inc	+999,670	2,050,384	$512,596
RXST	RxSight, Inc.	+881,200	1,066,321	$6,568,537
IRWD	Ironwood Pharmaceuticals Inc	+872,810	3,632,477	$12,749,994
WERN	Werner Enterprises Inc	+799,741	1,109,323	$32,625,189
ASAN	Asana, Inc.	+778,401	2,325,039	$14,880,249
ETSY	Etsy Inc	+708,435	901,081	$45,036,028
GPRO	GoPro, Inc.	+684,784	2,596,704	$1,999,462
CMRC	Commerce.com, Inc.	+675,491	962,583	$2,570,096
OSG	Octave Specialty Group Inc	+647,087	884,272	$4,111,864
NOW	ServiceNow, Inc.	+639,494	2,753,854	$287,915,435
TCRX	TScan Therapeutics, Inc.	+620,204	808,356	$816,439
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LYFT	Lyft, Inc.	−4,389,008	542,613	$7,216,752
AGL	agilon health, inc.	−3,741,427	296,552	$2,345,726
ORLY	O Reilly Automotive Inc	−2,568,144	124,183	$11,463,332
XRAY	DENTSPLY SIRONA Inc.	−2,399,725	722,268	$8,378,308
VSTS	Vestis Corp	−2,345,993	120,206	$944,819
ANET	Arista Networks, Inc.	−1,789,733	307,025	$37,696,529
RHI	Robert Half Inc.	−1,679,504	400,119	$10,163,022
EVH	Evolent Health, Inc.	−1,658,770	610,102	$1,391,032
NFLX	Netflix Inc	−1,461,300	555,982	$53,457,669
KURA	Kura Oncology, Inc.	−1,420,102	602,231	$4,896,138
LRCX	Lam Research Corp	−1,268,611	478,282	$102,189,732
HUN	Huntsman CORP	−1,170,967	1,963,521	$26,134,464
T	At&T Inc.	−1,130,069	96,258	$2,790,519
MNST	Monster Beverage Corp	−1,104,420	1,285,419	$93,141,460
FLNC	Fluence Energy, Inc.	−1,008,935	29,230	$402,204
CVI	Cvr Energy Inc	−991,462	290,455	$9,773,810
DINO	HF Sinclair Corp	−913,937	120,083	$7,491,978
IBKR	Interactive Brokers Group, Inc.	−882,304	3,931,016	$263,653,243
GNW	Genworth Financial Inc	−869,916	55,925	$454,111
MNKD	Mannkind Corp	−850,762	43,442	$106,432
VLY	Valley National Bancorp	−830,452	483,917	$5,942,500
CHGG	Chegg, Inc	−729,593	471,369	$348,813
DOCN	DigitalOcean Holdings, Inc.	−689,165	913,960	$78,399,488
BMBL	Bumble Inc.	−688,189	296,649	$967,075
LPX	Louisiana-Pacific Corp	−662,393	33,874	$2,464,333
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
TXN	Texas Instruments Inc	857,024	$166,382,639
SF	Stifel Financial Corp	1,364,978	$100,899,173
EBAY	Ebay Inc	984,977	$89,652,606
WM	Waste Management Inc	350,252	$80,484,407
SNX	Td Synnex Corp	354,612	$59,826,590
PIPR	Piper Sandler Companies	634,998	$48,609,096
CVNA	Carvana Co.	139,021	$43,705,421
EVR	Evercore Inc.	144,432	$43,114,396
TENB	Tenable Holdings, Inc.	1,841,995	$31,166,555
RAL	Ralliant Corp	740,287	$30,788,536
FSLR	First Solar, Inc.	150,871	$29,760,813
PINS	Pinterest, Inc.	1,522,003	$27,913,535
SUI	Sun Communities Inc	186,611	$23,505,521
SBUX	Starbucks Corp	251,222	$22,506,978
CVLT	Commvault Systems Inc	281,183	$21,901,343
FLEX	Flex Ltd.	303,681	$19,878,958
CNP	Centerpoint Energy Inc	455,872	$19,675,435
VLTO	Veralto Corp	221,047	$19,544,975
POR	Portland General Electric Co /Or/	368,896	$19,466,641
TXRH	Texas Roadhouse, Inc.	90,932	$15,016,510
SOLS	Solstice Advanced Materials Inc.	188,383	$14,347,249
NTRA	Natera, Inc.	69,767	$13,952,702
CI	Cigna Group	49,979	$13,331,898
KLAC	Kla Corp	9,044	$13,316,476
CSX	Csx Corp	319,069	$13,097,782
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ILMN	Illumina, Inc.	405,212	$53,147,605
SCCO	Southern Copper Corp/	209,337	$30,033,573
CMCSA	Comcast Corp	960,317	$28,703,853
TPH	Tri Pointe Homes, Inc.	866,162	$27,258,118
NTAP	NetApp, Inc.	244,481	$26,181,470
MELI	Mercadolibre Inc	10,482	$21,113,473
CIEN	Ciena Corp	88,927	$20,797,357
DHI	Horton D R Inc /De/	124,022	$17,862,888
SLAB	Silicon Laboratories Inc.	119,420	$15,608,194
ODFL	Old Dominion Freight Line, Inc.	76,342	$11,970,425
DNOW	DNOW Inc.	788,725	$10,450,606
BRZE	Braze, Inc.	304,243	$10,432,492
HIG	Hartford Insurance Group, Inc.	75,072	$10,344,921
VRTX	Vertex Pharmaceuticals Inc / Ma	17,416	$7,895,717
CVGW	Calavo Growers Inc	344,748	$7,498,269
J	Jacobs Solutions Inc.	51,437	$6,813,345
DAWN	Day One Biopharmaceuticals, Inc.	729,281	$6,796,898
IPGP	Ipg Photonics Corp	89,482	$6,406,911
GSHD	Goosehead Insurance, Inc.	79,936	$5,887,286
WVE	Wave Life Sciences Ltd.	338,546	$5,755,282
LINE	Lineage, Inc.	152,999	$5,354,965
EXPO	Exponent Inc	67,416	$4,682,715
FERG	Ferguson Enterprises Inc. /DE/	20,374	$4,535,863
LCII	Lci Industries	32,444	$3,936,754
LEN	Lennar Corp /New/	37,429	$3,847,701
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

948 tracked positions · $22,811,510,864 total · filing declares 953 positions · $23,788,072,334 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 948 positions by value · page 1 of 19

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	8,301,940	-418,524	$1,447,858,336	−11.0%	6.35%
AAPL	Apple Inc. Technology	Reduced	4,548,328	-208,507	$1,154,320,163	−10.7%	5.06%
MSFT	Microsoft Corp Technology	Reduced	1,616,923	-208,063	$598,536,386	−32.2%	2.62%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	82,048	+10,622	$345,448,335	−9.7%	1.51%
QCOM	Qualcomm Inc/De Technology	Reduced	2,237,947	-24,951	$288,202,814	−25.5%	1.26%
NOW	ServiceNow, Inc. Technology	Added	2,753,854	+639,494	$287,915,435	−11.1%	1.26%
TGT	Target Corp Consumer Defensive	Reduced	2,358,151	-178,516	$285,807,901	+15.3%	1.25%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,336,932	-103,201	$278,442,827	−16.2%	1.22%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	3,931,016	-882,304	$263,653,243	−14.8%	1.16%
GM	General Motors Co Consumer Cyclical	Reduced	3,410,574	-272,626	$254,087,763	−15.2%	1.11%
FTNT	Fortinet, Inc. Technology	Added	3,052,283	+134,331	$249,432,566	+7.6%	1.09%
LMT	Lockheed Martin Corp Industrials	Reduced	412,186	-42,168	$249,121,096	+13.4%	1.09%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	1,994,926	-195,541	$236,658,071	−6.9%	1.04%
EW	Edwards Lifesciences Corp Healthcare	Reduced	2,932,796	-182,054	$234,858,303	−11.6%	1.03%
META	Meta Platforms, Inc. Communication Services	Reduced	408,456	-318,450	$233,689,931	−51.3%	1.02%
MCK	Mckesson Corp Healthcare	Reduced	265,107	-80,187	$229,412,993	−19.0%	1.01%
VRSN	Verisign Inc/Ca Technology	Reduced	919,657	-52,308	$228,406,012	−3.3%	1.00%
EME	EMCOR Group, Inc. Industrials	Reduced	305,748	-13,411	$225,736,805	+15.6%	0.99%
VLO	Valero Energy Corp/Tx Energy	Reduced	807,921	-102,615	$199,621,120	+34.7%	0.88%
ADBE	Adobe Inc. Technology	Reduced	807,650	-24,494	$196,323,562	−32.6%	0.86%
PSX	Phillips 66 Energy	Reduced	1,029,791	-183,844	$187,607,324	+19.8%	0.82%
MU	Micron Technology Inc Technology	Added	548,410	+546,042	$185,274,834	+27313.6%	0.81%
ALGN	Align Technology Inc Healthcare	Added	1,031,324	+25,487	$176,799,873	+12.6%	0.78%
WST	West Pharmaceutical Services Inc Healthcare	Added	705,336	+65,775	$176,785,415	+0.5%	0.77%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Added	2,322,110	+253,327	$168,794,175	+41.9%	0.74%
TXN	Texas Instruments Inc Technology	NEW	857,024	NEW	$166,382,639	NEW	0.73%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	214,160	-50,831	$165,468,582	−19.1%	0.73%
ALLY	Ally Financial Inc. Financial Services	Added	4,192,842	+130,448	$164,485,191	−10.6%	0.72%
INCY	Incyte Corp Healthcare	Reduced	1,717,978	-566,339	$161,696,089	−28.3%	0.71%
NU	Nu Holdings Ltd. Financial Services	Reduced	11,234,499	-399,115	$161,439,750	−17.1%	0.71%
C	Citigroup Inc Financial Services	Added	1,399,891	+216,750	$158,761,638	+15.0%	0.70%
AVGO	Broadcom Inc. Technology	Reduced	491,383	-179,668	$152,087,952	−34.5%	0.67%
DECK	Deckers Outdoor Corp Consumer Cyclical	Reduced	1,504,453	-28,799	$150,580,700	−5.3%	0.66%
LVS	Las Vegas Sands Corp Consumer Cyclical	Added	2,720,933	+2,386,900	$146,603,870	+574.3%	0.64%
CVX	Chevron Corp Energy	Reduced	690,810	-167,407	$142,928,589	+9.3%	0.63%
MAS	Masco Corp /De/ Industrials	Reduced	2,349,411	-243,037	$141,833,942	−13.8%	0.62%
CPNG	Coupang, Inc. Consumer Cyclical	Added	7,457,879	+1,133,257	$140,804,755	−5.6%	0.62%
ROKU	Roku, Inc Communication Services	Reduced	1,472,268	-37,418	$139,305,998	−14.9%	0.61%
FIX	Comfort Systems USA Inc Industrials	Reduced	96,221	-171,652	$132,687,796	−46.9%	0.58%
TRV	Travelers Companies, Inc. Financial Services	Reduced	452,603	-119,291	$132,015,243	−20.4%	0.58%
AGX	Argan Inc Industrials	Reduced	238,738	-21,134	$130,028,651	+59.7%	0.57%
LSTR	Landstar System Inc Industrials	Added	745,228	+38,782	$119,467,500	+17.7%	0.52%
SYF	Synchrony Financial Financial Services	Reduced	1,679,136	-81,474	$114,214,830	−22.2%	0.50%
MANH	Manhattan Associates Inc Technology	Reduced	847,568	-18,104	$112,828,252	−24.8%	0.49%
CPT	Camden Property Trust Real Estate	Reduced	1,126,489	-6,695	$110,012,915	−11.8%	0.48%
BPOP	Popular, Inc. Financial Services	Added	815,808	+900	$109,456,959	+7.9%	0.48%
DBX	Dropbox, Inc. Technology	Reduced	4,803,221	-295,096	$109,129,181	−23.0%	0.48%
DPZ	Dominos Pizza Inc Consumer Cyclical	Added	301,675	+7,626	$108,237,973	−11.7%	0.47%
SPOT	Spotify Technology S.A. Communication Services	Reduced	221,659	-51,219	$107,484,665	−32.2%	0.47%
CCK	Crown Holdings, Inc. Consumer Cyclical	Reduced	1,050,242	-265,302	$105,286,760	−22.3%	0.46%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.