JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q1 2024
Top Holdings928 positions
APPLE INC | 6.8M | $1.2B | 5.2% | $120.67 | +40.58% | 22 qtrssince 2018-Q4 | Increased 70 |
NVIDIA CORPORATION | 1.2M | $1.1B | 4.9% | $47.68 | +88.97% | 6 qtrssince 2022-Q4 | Increased 67 |
MICROSOFT CORP | 2.2M | $910M | 4.1% | $222.66 | +85.34% | 22 qtrssince 2018-Q4 | Increased 61 |
MASTERCARD INCORPORATED | 878,547 | $423.1M | 1.9% | $387.84 | +22.34% | 22 qtrssince 2018-Q4 | Increased 50 |
BOOKING HOLDINGS INC | 90,840 | $329.6M | 1.5% | $95.45 | +48.88% | 10 qtrssince 2021-Q4 | Increased 50 |
ALPHABET INC | 2.1M | $323.5M | 1.4% | $82.20 | +83.49% | 22 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 1.7M | $309.2M | 1.4% | $120.58 | +49.59% | 22 qtrssince 2018-Q4 | Increased 54 |
FORTINET INC | 4M | $273M | 1.2% | $46.37 | +47.30% | 22 qtrssince 2018-Q4 | Increased 52 |
MCKESSON CORP | 507,682 | $272.5M | 1.2% | $222.52 | +138.68% | 22 qtrssince 2018-Q4 | Increased 51 |
VALERO ENERGY CORP | 1.5M | $264.3M | 1.2% | $87.00 | +83.52% | 11 qtrssince 2021-Q3 | Increased 50 |
UBER TECHNOLOGIES INC | 3.4M | $259.7M | 1.2% | $50.64 | +52.03% | 4 qtrssince 2023-Q2 | Decreased 0 |
AIRBNB INC | 1.5M | $250M | 1.1% | $127.72 | +29.16% | 4 qtrssince 2023-Q2 | Decreased 0 |
OLD DOMINION FREIGHT LINE IN | 1.1M | $242M | 1.1% | $207.16 | +4.24% | 4 qtrssince 2023-Q2 | Increased 78 |
INTEL CORP | 5M | $219.9M | 1.0% | $39.57 | +10.45% | 18 qtrssince 2019-Q4 | Decreased 0 |
ATLASSIAN CORPORATION | 1.1M | $219.4M | 1.0% | $145.10 | +34.47% | 6 qtrssince 2022-Q4 | Increased 46 |
VISTRA CORP | 3.1M | $216M | 1.0% | $21.66 | +216.38% | 7 qtrssince 2022-Q3 | Decreased 0 |
GENERAL MTRS CO | 4.6M | $210.3M | 0.9% | $35.14 | +26.81% | 6 qtrssince 2022-Q4 | Decreased 0 |
TRAVELERS COMPANIES INC | 913,176 | $210.2M | 0.9% | $171.57 | +30.22% | 4 qtrssince 2023-Q2 | Increased 46 |
AUTOMATIC DATA PROCESSING IN | 784,003 | $195.8M | 0.9% | $230.14 | +2.19% | 2 qtrssince 2023-Q4 | Increased 69 |
ELEVANCE HEALTH INC FORMERLY | 371,992 | $192.9M | 0.9% | $432.77 | +14.68% | 22 qtrssince 2018-Q4 | Increased 59 |
JACOBS LEVY EQUITY MANAGEMENT, INC manages $22.4B across 928 positions as of Q1 2024. Top holdings: AAPL (5.2%), NVDA (4.9%), MSFT (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 131 new positions, 166 exits, 333 increased. Top move: ODFL (INCREASED, conviction 78). Portfolio: $22.4B across 928 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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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