Holders — by stockHoldings — by fund
JACOBS LEVY EQUITY MANAGEMENT, INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000884414
$27.81B
disclosed book value
934
positions
6.4%
largest position share
Positions, as of 2026-06-30
top 100 of 934 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 8.8M | $1.77B | 6.4% |
| 2 | GOOGALPHABET INC | 4.0M | $1.40B | 5% |
| 3 | AAPLAPPLE INC | 3.6M | $1.05B | 3.8% |
| 4 | MUMICRON TECHNOLOGY INC | 655,543 | $756.7M | 2.7% |
| 5 | MSFTMICROSOFT CORP | 1.7M | $648.2M | 2.3% |
| 6 | KLACKLA CORP | 1.7M | $521.1M | 1.9% |
| 7 | BKNGBOOKING HOLDINGS INC | 2.2M | $395.8M | 1.4% |
| 8 | FTNTFORTINET INC | 2.6M | $394.0M | 1.4% |
| 9 | AMZNAMAZON COM INC | 1.6M | $386.1M | 1.4% |
| 10 | CRWDCROWDSTRIKE HLDGS INC | 482,126 | $367.9M | 1.3% |
| 11 | BNYBANK OF NY MELLON CORP | 2.2M | $315.6M | 1.1% |
| 12 | TGTTARGET CORP | 2.3M | $296.2M | 1.1% |
| 13 | IBKRINTERACTIVE BROKERS GROUP IN | 3.4M | $295.9M | 1.1% |
| 14 | FIXCOMFORT SYS USA INC | 144,823 | $287.0M | 1% |
| 15 | GMGENERAL MTRS CO | 3.5M | $269.3M | 1% |
| 16 | SNDKSANDISK CORP | 116,663 | $265.3M | 1% |
| 17 | EWEDWARDS LIFESCIENCES CORP | 2.8M | $250.8M | 0.9% |
| 18 | VLOVALERO ENERGY CORP | 913,704 | $238.0M | 0.9% |
| 19 | EMEEMCOR GROUP INC | 283,794 | $235.5M | 0.8% |
| 20 | VRSNVERISIGN INC | 921,158 | $231.7M | 0.8% |
| 21 | LRCXLAM RESEARCH CORP | 533,201 | $231.1M | 0.8% |
| 22 | AVGOBROADCOM INC | 605,681 | $228.8M | 0.8% |
| 23 | CNCCENTENE CORP DEL | 3.4M | $219.3M | 0.8% |
| 24 | LUVSOUTHWEST AIRLS CO | 4.1M | $212.9M | 0.8% |
| 25 | SNPSSYNOPSYS INC | 448,092 | $199.9M | 0.7% |
| 26 | ALLYALLY FINL INC | 4.2M | $192.2M | 0.7% |
| 27 | CCITIGROUP INC | 1.3M | $185.0M | 0.7% |
| 28 | WSTWEST PHARMACEUTICAL SVSC INC | 507,786 | $182.3M | 0.7% |
| 29 | MCKMCKESSON CORP | 239,069 | $180.6M | 0.6% |
| 30 | ALGNALIGN TECHNOLOGY INC | 1.1M | $180.3M | 0.6% |
| 31 | AALAMERICAN AIRLINES GROUP INC | 9.7M | $175.2M | 0.6% |
| 32 | LVSLAS VEGAS SANDS CORP | 3.8M | $174.9M | 0.6% |
| 33 | EBAYEBAY INC. | 1.5M | $172.6M | 0.6% |
| 34 | ADMARCHER DANIELS MIDLAND CO | 2.1M | $164.2M | 0.6% |
| 35 | SYYSYSCO CORP | 1.9M | $162.0M | 0.6% |
| 36 | REGNREGENERON PHARMACEUTICALS | 256,503 | $159.9M | 0.6% |
| 37 | PSXPHILLIPS 66 | 945,251 | $159.8M | 0.6% |
| 38 | NTRSNORTHERN TR CORP | 909,905 | $158.2M | 0.6% |
| 39 | LSTRLANDSTAR SYS INC | 742,490 | $153.6M | 0.6% |
| 40 | SNEXSTONEX GROUP INC | 1.3M | $153.5M | 0.6% |
| 41 | TXNTEXAS INSTRS INC | 504,890 | $150.5M | 0.5% |
| 42 | DECKDECKERS OUTDOOR CORP | 1.5M | $149.3M | 0.5% |
| 43 | CARTMAPLEBEAR INC | 3.1M | $148.9M | 0.5% |
| 44 | AGXARGAN INC | 186,216 | $148.7M | 0.5% |
| 45 | NU HLDGS LTD | 10.8M | $144.6M | 0.5% |
| 46 | ADBEADOBE INC | 683,922 | $140.2M | 0.5% |
| 47 | VRNSVARONIS SYS INC | 3.3M | $139.8M | 0.5% |
| 48 | METAMETA PLATFORMS INC | 240,790 | $135.6M | 0.5% |
| 49 | COSTCOSTCO WHOLESALE CORPORATION | 144,869 | $135.5M | 0.5% |
| 50 | BPOPPOPULAR INC | 806,838 | $132.5M | 0.5% |
| 51 | CPTCAMDEN PPTY TR | 1.1M | $131.5M | 0.5% |
| 52 | STTSTATE STR CORP | 755,373 | $128.1M | 0.5% |
| 53 | POWLPOWELL INDS INC | 441,456 | $126.4M | 0.5% |
| 54 | JBHTHUNT J B TRANS SVCS INC | 432,680 | $125.2M | 0.5% |
| 55 | MTCHMATCH GROUP INC NEW | 3.3M | $124.1M | 0.4% |
| 56 | NBIXNEUROCRINE BIOSCIENCES INC | 726,112 | $122.4M | 0.4% |
| 57 | ESSESSEX PPTY TR INC | 416,385 | $121.4M | 0.4% |
| 58 | DBXDROPBOX INC | 4.4M | $119.7M | 0.4% |
| 59 | GEHCGE HEALTHCARE TECHNOLOGIES I | 1.9M | $119.2M | 0.4% |
| 60 | MOHMOLINA HEALTHCARE INC | 505,241 | $115.5M | 0.4% |
| 61 | SFSTIFEL FINL CORP | 1.6M | $110.9M | 0.4% |
| 62 | MANHMANHATTAN ASSOCIATES INC | 792,256 | $110.3M | 0.4% |
| 63 | BBYBEST BUY INC | 1.4M | $107.1M | 0.4% |
| 64 | GGGGRACO INC | 1.4M | $103.3M | 0.4% |
| 65 | DPZDOMINOS PIZZA INC | 347,620 | $102.9M | 0.4% |
| 66 | RBLXROBLOX CORP | 1.9M | $102.8M | 0.4% |
| 67 | CCKCROWN HLDGS INC | 898,289 | $100.4M | 0.4% |
| 68 | NTNXNUTANIX INC | 2.0M | $100.0M | 0.4% |
| 69 | DKNGDRAFTKINGS INC NEW | 4.0M | $100.0M | 0.4% |
| 70 | RAREULTRAGENYX PHARMACEUTICAL IN | 2.9M | $98.2M | 0.4% |
| 71 | METMETLIFE INC | 1.2M | $98.1M | 0.4% |
| 72 | LMTLOCKHEED MARTIN CORP | 187,506 | $95.5M | 0.3% |
| 73 | RRYDER SYS INC | 358,110 | $94.5M | 0.3% |
| 74 | ZSZSCALER INC | 660,245 | $93.2M | 0.3% |
| 75 | SOLSSOLSTICE ADVANCED MATLS INC | 1.0M | $92.6M | 0.3% |
| 76 | CRUSCIRRUS LOGIC INC | 616,244 | $91.5M | 0.3% |
| 77 | DOCUDOCUSIGN INC | 2.0M | $90.8M | 0.3% |
| 78 | CVXCHEVRON CORPORATION | 531,516 | $88.1M | 0.3% |
| 79 | GLGLOBE LIFE INC | 490,513 | $87.6M | 0.3% |
| 80 | LEALEAR CORP | 653,537 | $87.6M | 0.3% |
| 81 | OSCROSCAR HEALTH INC | 3.0M | $86.3M | 0.3% |
| 82 | TEAMATLASSIAN CORPORATION | 1.1M | $85.5M | 0.3% |
| 83 | BFHBREAD FINANCIAL HOLDINGS INC | 769,826 | $83.4M | 0.3% |
| 84 | INCYINCYTE CORP | 731,774 | $83.0M | 0.3% |
| 85 | SYFSYNCHRONY FINANCIAL | 1.1M | $82.9M | 0.3% |
| 86 | CVLTCOMMVAULT SYS INC | 581,002 | $82.3M | 0.3% |
| 87 | JAMES HARDIE INDS PLC | 3.1M | $81.9M | 0.3% |
| 88 | INTUINTUIT | 307,471 | $80.2M | 0.3% |
| 89 | MMM3M CO | 493,925 | $80.0M | 0.3% |
| 90 | CRBGCOREBRIDGE FINL INC | 2.8M | $79.7M | 0.3% |
| 91 | LULULULULEMON ATHLETICA INC | 696,292 | $79.5M | 0.3% |
| 92 | CALYCALLAWAY GOLF CO | 4.2M | $79.4M | 0.3% |
| 93 | ALBALBEMARLE CORP | 581,755 | $78.6M | 0.3% |
| 94 | LNTHLANTHEUS HLDGS INC | 699,583 | $77.6M | 0.3% |
| 95 | TXG10X GENOMICS INC | 2.0M | $77.4M | 0.3% |
| 96 | RGAREINSURANCE GROUP AMER INC | 363,559 | $77.3M | 0.3% |
| 97 | PINSPINTEREST INC | 3.6M | $76.2M | 0.3% |
| 98 | TSNTYSON FOODS INC | 1.3M | $76.1M | 0.3% |
| 99 | WERNWERNER ENTERPRISES INC | 1.7M | $74.9M | 0.3% |
| 100 | EVREVERCORE INC | 217,208 | $74.2M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.