JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,060 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 6.9M | $1.5B | 6.0% | $147.23 | +49.95% | 26 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 9.5M | $1B | 4.1% | $117.14 | -6.40% | 10 qtrssince 2022-Q4 | Decreased 0 |
MICROSOFT CORP | 2.6M | $965.2M | 3.8% | $259.99 | +44.92% | 26 qtrssince 2018-Q4 | Increased 65 |
META PLATFORMS INC-CLASS A | 804,772 | $463.8M | 1.8% | $444.97 | +29.32% | 26 qtrssince 2018-Q4 | Increased 58 |
AMAZON.COM INC | 2.2M | $422.4M | 1.7% | $149.08 | +29.28% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 2.6M | $413.5M | 1.6% | $118.11 | +31.76% | 26 qtrssince 2018-Q4 | Increased 49 |
BOOKING HOLDINGS INC | 88,492 | $407.7M | 1.6% | $98.51 | +85.18% | 14 qtrssince 2021-Q4 | Decreased 0 |
MCKESSON CORP | 521,314 | $350.8M | 1.4% | $274.72 | +142.42% | 26 qtrssince 2018-Q4 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 4.4M | $316.2M | 1.3% | $72.13 | -1.69% | 10 qtrssince 2022-Q4 | Decreased 0 |
VERISIGN INC | 1.2M | $293.8M | 1.2% | $195.56 | +27.20% | 26 qtrssince 2018-Q4 | Increased 51 |
PALO ALTO NETWORKS INC | 1.7M | $292.7M | 1.2% | $182.07 | -5.12% | 4 qtrssince 2024-Q2 | Decreased 0 |
ARISTA NETWORKS INC | 3.6M | $281M | 1.1% | $109.91 | -29.09% | 25 qtrssince 2019-Q1 | Increased 51 |
ADOBE INC | 728,249 | $279.3M | 1.1% | $392.46 | -2.28% | 11 qtrssince 2022-Q3 | Increased 78 |
TRAVELERS COS INC/THE | 1M | $267.7M | 1.1% | $177.56 | +45.66% | 8 qtrssince 2023-Q2 | Decreased 0 |
MASTERCARD INC - A | 484,874 | $265.8M | 1.1% | $432.11 | +24.39% | 26 qtrssince 2018-Q4 | Increased 58 |
SPOTIFY TECHNOLOGY SA | 480,916 | $264.5M | 1.0% | $193.06 | +190.67% | 13 qtrssince 2022-Q1 | Decreased 0 |
LAM RESEARCH CORP COM NEW | 3.2M | $233.7M | 0.9% | $71.71 | +0.64% | 3 qtrssince 2024-Q3 | Decreased 0 |
TRACTOR SUPPLY COMPANY | 4.2M | $230M | 0.9% | $52.04 | +1.47% | 2 qtrssince 2024-Q4 | Increased 58 |
INTERACTIVE BROKERS GRO-CL A | 1.2M | $203.7M | 0.8% | $30.06 | +36.41% | 11 qtrssince 2022-Q3 | Increased 49 |
HUNT (JB) TRANSPRT SVCS INC | 1.3M | $199.4M | 0.8% | $170.46 | -14.45% | 7 qtrssince 2023-Q3 | Increased 44 |
JACOBS LEVY EQUITY MANAGEMENT, INC manages $25.2B across 1060 positions as of Q1 2025. Top holdings: AAPL (6.0%), NVDA (4.1%), MSFT (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 304 new positions, 170 exits, 266 increased. Top move: ADBE (INCREASED, conviction 78). Portfolio: $25.2B across 1060 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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