JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q1 2023
Top Holdings944 positions
APPLE INC | 5.8M | $954.9M | 5.9% | $109.66 | +47.96% | 18 qtrssince 2018-Q4 | Increased 85 |
MICROSOFT CORP | 1.8M | $515.6M | 3.2% | $192.59 | +45.65% | 18 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 1.5M | $309.3M | 1.9% | $139.89 | +50.07% | 18 qtrssince 2018-Q4 | Increased 54 |
ALPHABET INC | 2.4M | $252.5M | 1.5% | $74.49 | +38.30% | 18 qtrssince 2018-Q4 | Increased 51 |
NETFLIX INC. | 678,184 | $234.3M | 1.4% | $20.34 | +69.88% | 4 qtrssince 2022-Q2 | Increased 50 |
TARGET CORP | 1.4M | $225.4M | 1.4% | $128.93 | +13.35% | 4 qtrssince 2022-Q2 | Increased 52 |
BOOKING HOLDINGS INC | 78,607 | $208.5M | 1.3% | $90.48 | +14.55% | 6 qtrssince 2021-Q4 | Increased 78 |
HCA HEALTHCARE INC | 771,281 | $203.4M | 1.2% | $205.67 | +23.41% | 4 qtrssince 2022-Q2 | Increased 62 |
FEDEX CORP | 863,586 | $197.3M | 1.2% | $144.02 | +19.12% | 6 qtrssince 2021-Q4 | Increased 55 |
FORTINET INC | 3M | $196.6M | 1.2% | $39.56 | +68.00% | 18 qtrssince 2018-Q4 | Increased 52 |
VERTEX PHARMACEUTICALS INC | 622,414 | $196.1M | 1.2% | $282.10 | +10.65% | 12 qtrssince 2020-Q2 | Decreased 0 |
AUTOZONE INC | 75,570 | $185.8M | 1.1% | $1,540.46 | +59.57% | 18 qtrssince 2018-Q4 | Increased 48 |
GENERAL MTRS CO | 4.6M | $170.4M | 1.0% | $34.96 | +0.01% | 2 qtrssince 2022-Q4 | Increased 77 |
MCKESSON CORP | 449,346 | $160M | 1.0% | $190.81 | +83.61% | 18 qtrssince 2018-Q4 | Increased 47 |
FIDELITY NATL INFORMATION SV | 2.9M | $156.5M | 1.0% | $55.21 | -11.77% | 2 qtrssince 2022-Q4 | Increased 69 |
VALERO ENERGY CORP | 1.1M | $155.9M | 1.0% | $73.43 | +72.08% | 7 qtrssince 2021-Q3 | Increased 46 |
ADOBE INC | 402,481 | $155.1M | 1.0% | $374.19 | +2.99% | 3 qtrssince 2022-Q3 | Increased 69 |
VERISIGN INC | 721,162 | $152.4M | 0.9% | $184.12 | +10.97% | 18 qtrssince 2018-Q4 | Increased 45 |
ATLASSIAN CORPORATION | 881,133 | $150.8M | 0.9% | $132.47 | +21.22% | 2 qtrssince 2022-Q4 | Increased 48 |
INTEL CORP | 4.5M | $147.9M | 0.9% | $32.59 | -3.89% | 14 qtrssince 2019-Q4 | Increased 69 |
JACOBS LEVY EQUITY MANAGEMENT, INC manages $16.3B across 944 positions as of Q1 2023. Top holdings: AAPL (5.9%), MSFT (3.2%), META (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 170 new positions, 160 exits, 359 increased. Top move: AAPL (INCREASED, conviction 85). Portfolio: $16.3B across 944 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR