Position in TDC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,251,527
-$18,062,148 QoQ
Shares Held
321,948
-62.8% QoQ
Ownership
0.342%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 56.19447861145278.ToString("F0")%
Shared 0.ToString("F0")%
None 43.80552138854722.ToString("F0")%
Common Shares in TDC Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $1,789,824,410 across 37 Software - Infrastructure names. TDC ranks #20 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,616,923 | $598,536,386 | |
| 2 | FTNT |
Fortinet, Inc.
|
3,052,283 | $249,432,566 | |
| 3 | VRSN |
Verisign Inc/Ca
|
919,657 | $228,406,012 | |
| 4 | DBX |
Dropbox, Inc.
|
4,803,221 | $109,129,181 | |
| 5 | MQ |
Marqeta, Inc.
|
5,641,985 | $92,077,195 | |
| 6 | NTNX |
Nutanix, Inc.
|
2,079,787 | $79,052,703 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
913,960 | $78,399,488 | |
| 8 | SNPS |
Synopsys Inc
|
181,330 | $71,893,718 |
All Filings in TDC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,251,527 | 321,948 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,313,675 | 864,444 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,305,891 | 1,176,471 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $29,982,899 | 1,343,922 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,947,447 | 842,858 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,374,911 | 686,193 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $24,003,308 | 791,144 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,102,457 | 842,085 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,011,095 | 310,605 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,881,275 | 66,221 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,981,269 | 66,221 | Shares | Sole | 2023-11-17 | |
| 2020-12-31 | $35,598,097 | 1,584,250 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $37,515,972 | 1,652,686 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $34,428,451 | 1,655,214 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $25,512,242 | 1,245,107 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||