JACOBS LEVY EQUITY MANAGEMENT, INC
CIK
884414
Location
FLORHAM PARK, NJ
Portfolio Value
Large
$22,789,738,636
Diversification
Diversified
Filing Date
Global Rank
#255
/ 8,605
▼ 19
· as of Mar 2026
Top Industry
Semiconductors
10.4%
3Y Alpha vs SPY
-2.2%
Period ended 3 months ago
Filed May 15, 2026 · 55d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+67.9%
SPY
+76.5%
Annualised alpha
-2.0%
Max drawdown
−22.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
944 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.4%
−0.1 pts
Top 5
16.8%
−1.7 pts
Top 10
22.8%
−2.2 pts
HHI
117
Diversified−12
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.3% | $7,350,913,018 |
| Financial Services | 13.9% | $3,168,633,892 |
| Consumer Cyclical | 13.7% | $3,121,049,473 |
| Industrials | 12.4% | $2,826,566,656 |
| Healthcare | 10.5% | $2,383,726,383 |
| Consumer Defensive | 4.4% | $1,006,704,668 |
| Communication Services | 4.3% | $983,781,962 |
| Energy | 3.4% | $776,009,549 |
| Basic Materials | 2.4% | $538,919,158 |
| Real Estate | 1.9% | $432,691,927 |
| Utilities | 0.9% | $195,142,973 |
| Unclassified | 0.0% | $5,598,977 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| LYFT | Lyft, Inc. | −4,389,008 | 542,613 | $7,216,752 | |
| 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 | |
| RBLX | Roblox Corp | −653,302 | 1,224,244 | $69,243,240 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| 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 | |
| DHR | Danaher Corp /De/ | 68,743 | $13,033,672 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AGL | agilon health, inc. | 4,037,979 | $69,554,188 | |
| ILMN | Illumina, Inc. | 405,212 | $53,147,605 | |
| SCCO | Southern Copper Corp/ | 209,337 | $29,795,207 | |
| TPH | Tri Pointe Homes, Inc. | 866,162 | $27,258,118 | |
| CMCSA | Comcast Corp | 960,317 | $26,901,456 | |
| NTAP | NetApp, Inc. | 244,481 | $26,181,470 | |
| COOK | Traeger, Inc. | 419,853 | $22,672,062 | |
| 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 | |
| ORGN | Origin Materials, Inc. | 1,834,775 | $11,669,169 | |
| 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 | |
| No positions match the current search. | ||||
944 positions ·
$22,789,738,636 total
· 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 944 positions by value
· page 1 of 19
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 8,301,940 | $1,447,858,336 | 6.35% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,548,328 | $1,154,320,163 | 5.07% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,616,923 | $598,536,386 | 2.63% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 82,048 | $345,448,318 | 1.52% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 2,237,947 | $288,202,814 | 1.26% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 2,753,854 | $287,915,435 | 1.26% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 2,358,151 | $285,807,901 | 1.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,336,932 | $278,442,827 | 1.22% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
Reduced | 3,931,016 | $263,653,243 | 1.16% | |
| GM |
General Motors Co
Consumer Cyclical
|
Reduced | 3,410,574 | $254,087,763 | 1.11% | |
| FTNT |
Fortinet, Inc.
Technology
|
Added | 3,052,283 | $249,432,566 | 1.09% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 412,186 | $249,121,096 | 1.09% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Reduced | 1,994,926 | $236,658,071 | 1.04% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Reduced | 2,932,796 | $234,858,303 | 1.03% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 408,456 | $233,689,931 | 1.03% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 265,107 | $229,412,993 | 1.01% | |
| VRSN |
Verisign Inc/Ca
Technology
|
Reduced | 919,657 | $228,406,012 | 1.00% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Reduced | 305,748 | $225,736,805 | 0.99% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 807,921 | $199,621,120 | 0.88% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 807,650 | $196,323,562 | 0.86% | |
| PSX |
Phillips 66
Energy
|
Reduced | 1,029,791 | $187,607,324 | 0.82% | |
| MU |
Micron Technology Inc
Technology
|
Added | 548,410 | $185,274,834 | 0.81% | |
| ALGN |
Align Technology Inc
Healthcare
|
Added | 1,031,324 | $176,799,873 | 0.78% | |
| WST |
West Pharmaceutical Services Inc
Healthcare
|
Added | 705,336 | $176,785,415 | 0.78% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Added | 2,322,110 | $168,794,175 | 0.74% | |
| TXN |
Texas Instruments Inc
Technology
|
NEW | 857,024 | $166,382,639 | 0.73% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Reduced | 214,160 | $165,468,582 | 0.73% | |
| ALLY |
Ally Financial Inc.
Financial Services
|
Added | 4,192,842 | $164,485,191 | 0.72% | |
| INCY |
Incyte Corp
Healthcare
|
Reduced | 1,717,978 | $161,696,089 | 0.71% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Reduced | 11,234,499 | $161,439,750 | 0.71% | |
| C |
Citigroup Inc
Financial Services
|
Added | 1,399,891 | $158,761,638 | 0.70% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 491,383 | $152,087,952 | 0.67% | |
| DECK |
Deckers Outdoor Corp
Consumer Cyclical
|
Reduced | 1,504,453 | $150,580,700 | 0.66% | |
| LVS |
Las Vegas Sands Corp
Consumer Cyclical
|
Added | 2,720,933 | $146,603,870 | 0.64% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 690,810 | $142,928,589 | 0.63% | |
| MAS |
Masco Corp /De/
Industrials
|
Reduced | 2,349,411 | $141,833,942 | 0.62% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
Added | 7,457,879 | $140,804,755 | 0.62% | |
| ROKU |
Roku, Inc
Communication Services
|
Reduced | 1,472,268 | $139,305,998 | 0.61% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
Reduced | 96,221 | $132,687,796 | 0.58% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 452,603 | $132,015,243 | 0.58% | |
| AGX |
Argan Inc
Industrials
|
Reduced | 238,738 | $130,028,651 | 0.57% | |
| LSTR |
Landstar System Inc
Industrials
|
Added | 745,228 | $119,467,500 | 0.52% | |
| SYF |
Synchrony Financial
Financial Services
|
Reduced | 1,679,136 | $114,214,830 | 0.50% | |
| MANH |
Manhattan Associates Inc
Technology
|
Reduced | 847,568 | $112,828,252 | 0.50% | |
| CPT |
Camden Property Trust
Real Estate
|
Reduced | 1,126,489 | $110,012,915 | 0.48% | |
| BPOP |
Popular, Inc.
Financial Services
|
Added | 815,808 | $109,456,959 | 0.48% | |
| DBX |
Dropbox, Inc.
Technology
|
Reduced | 4,803,221 | $109,129,181 | 0.48% | |
| DPZ |
Dominos Pizza Inc
Consumer Cyclical
|
Added | 301,675 | $108,237,973 | 0.47% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
Reduced | 221,659 | $107,484,665 | 0.47% | |
| CCK |
Crown Holdings, Inc.
Consumer Cyclical
|
Reduced | 1,050,242 | $105,286,760 | 0.46% |