EdgeMarket › What Jacobs Levy Equity Management, Inc reported owning
What Jacobs Levy Equity Management, Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
23.8BPositions
953Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 1.4B | 6.1% | 8.3M | 214.72 | +22.4% |
| AAPL Apple Inc. | 1.2B | 4.9% | 4.5M | 309.35 | +36.9% |
| GOOG Alphabet Inc. | 986.0M | 4.1% | 3.4M | 341.75 | +70.7% |
| MSFT MICROSOFT CORP | 598.5M | 2.5% | 1.6M | 483.24 | -4.4% |
| BKNG Booking Holdings Inc. | 345.4M | 1.5% | 82.0K | 209.62 | -7.1% |
| QCOM QUALCOMM INC/DE | 288.2M | 1.2% | 2.2M | 160.75 | +3.4% |
| NOW ServiceNow, Inc. | 287.9M | 1.2% | 2.8M | 128.48 | -27.8% |
| TGT TARGET CORP | 285.8M | 1.2% | 2.4M | 165.44 | +67.6% |
| AMZN AMAZON COM INC | 278.4M | 1.2% | 1.3M | 258.63 | +15.6% |
| IBKR Interactive Brokers Group, Inc. | 263.7M | 1.1% | 3.9M | 93.87 | +50.3% |
| GM General Motors Co | 254.1M | 1.1% | 3.4M | 87.93 | +54.9% |
| FTNT Fortinet, Inc. | 249.4M | 1.0% | 3.1M | 153.51 | +92.8% |
| LMT LOCKHEED MARTIN CORP | 249.1M | 1.0% | 412.2K | 563.57 | +26.4% |
| BNY Bank of New York Mellon Corp | 236.7M | 1.0% | 2.0M | 158.49 | +56.5% |
| EW Edwards Lifesciences Corp | 234.9M | 1.0% | 2.9M | 89.79 | +10.3% |
| META Meta Platforms, Inc. | 233.7M | 1.0% | 408.5K | 549.90 | -26.5% |
| MCK MCKESSON CORP | 229.4M | 1.0% | 265.1K | 858.90 | +22.2% |
| VRSN VERISIGN INC/CA | 228.4M | 1.0% | 919.7K | 281.80 | +3.8% |
| EME EMCOR Group, Inc. | 225.7M | 0.9% | 305.7K | 776.62 | +28.3% |
| VLO VALERO ENERGY CORP/TX | 199.6M | 0.8% | 807.9K | 348.86 | +148.3% |
| ADBE ADOBE INC. | 196.3M | 0.8% | 807.6K | 275.30 | -22.1% |
| PSX Phillips 66 | 187.6M | 0.8% | 1.0M | 242.87 | +96.5% |
| MU MICRON TECHNOLOGY INC | 185.3M | 0.8% | 548.4K | 966.78 | +724.8% |
| ALGN ALIGN TECHNOLOGY INC | 176.8M | 0.7% | 1.0M | 162.55 | +13.2% |
| WST WEST PHARMACEUTICAL SERVICES INC | 176.8M | 0.7% | 705.3K | 353.08 | +43.3% |
| ADM Archer-Daniels-Midland Co | 168.8M | 0.7% | 2.3M | 80.30 | +32.2% |
| TXN TEXAS INSTRUMENTS INC | 166.4M | 0.7% | 857.0K | 264.36 | +31.7% |
| REGN REGENERON PHARMACEUTICALS, INC. | 165.5M | 0.7% | 214.2K | 834.04 | +41.1% |
| ALLY Ally Financial Inc. | 164.5M | 0.7% | 4.2M | 42.93 | +12.3% |
| INCY INCYTE CORP | 161.7M | 0.7% | 1.7M | 127.81 | +48.3% |
| NU Nu Holdings Ltd. | 161.4M | 0.7% | 11.2M | 14.58 | +7.0% |
| C CITIGROUP INC | 158.8M | 0.7% | 1.4M | 131.65 | +41.3% |
| AVGO Broadcom Inc. | 152.1M | 0.6% | 491.4K | 368.45 | +26.5% |
| DECK DECKERS OUTDOOR CORP | 150.6M | 0.6% | 1.5M | 91.68 | -11.9% |
| LVS LAS VEGAS SANDS CORP | 146.6M | 0.6% | 2.7M | 47.03 | -12.3% |
| CVX CHEVRON CORP | 142.9M | 0.6% | 690.8K | 205.27 | +34.0% |
| MAS MASCO CORP /DE/ | 141.8M | 0.6% | 2.3M | 73.29 | +0.4% |
| CPNG Coupang, Inc. | 140.8M | 0.6% | 7.5M | 16.45 | -43.0% |
| ROKU ROKU, INC | 139.3M | 0.6% | 1.5M | 157.49 | +78.0% |
| FIX COMFORT SYSTEMS USA INC | 132.7M | 0.6% | 96.2K | 1,655.61 | +143.1% |
| TRV TRAVELERS COMPANIES, INC. | 132.0M | 0.6% | 452.6K | 363.58 | +32.5% |
| AGX ARGAN INC | 130.0M | 0.5% | 238.7K | 501.63 | +132.4% |
| LSTR LANDSTAR SYSTEM INC | 119.5M | 0.5% | 745.2K | 186.58 | +44.6% |
| SYF Synchrony Financial | 114.2M | 0.5% | 1.7M | 79.47 | +11.0% |
| MANH MANHATTAN ASSOCIATES INC | 112.8M | 0.5% | 847.6K | 214.56 | +1.2% |
| CPT CAMDEN PROPERTY TRUST | 110.0M | 0.5% | 1.1M | 107.59 | -0.8% |
| BPOP POPULAR, INC. | 109.5M | 0.5% | 815.8K | 169.07 | +41.7% |
| DBX DROPBOX, INC. | 109.1M | 0.5% | 4.8M | 34.47 | +21.3% |
| DPZ DOMINOS PIZZA INC | 108.2M | 0.5% | 301.7K | 341.85 | -22.8% |
| SPOT Spotify Technology S.A. | 107.5M | 0.5% | 221.7K | 533.72 | -24.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →