JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,060 positions
APPLE | 6.9M | $1.5B | 6.0% | $132.73 | +66.33% | 26 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA | 9.5M | $1B | 4.1% | $55.91 | +93.36% | 10 qtrssince 2022-Q4 | Decreased 0 |
MICROSOFT | 2.6M | $965.2M | 3.8% | $257.26 | +44.22% | 26 qtrssince 2018-Q4 | Increased 65 |
META PLATFORMS | 804,772 | $463.8M | 1.8% | $441.87 | +29.81% | 26 qtrssince 2018-Q4 | Increased 58 |
AMAZON.COM | 2.2M | $422.4M | 1.7% | $146.06 | +30.26% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET - CLASS C | 2.6M | $413.5M | 1.6% | $103.33 | +50.48% | 26 qtrssince 2018-Q4 | Increased 49 |
BOOKING HOLDINGS | 88,492 | $407.7M | 1.6% | $98.27 | +85.18% | 14 qtrssince 2021-Q4 | Decreased 0 |
MCKESSON CORP | 521,314 | $350.8M | 1.4% | $274.67 | +143.53% | 26 qtrssince 2018-Q4 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 4.4M | $316.2M | 1.3% | $72.08 | +0.56% | 10 qtrssince 2022-Q4 | Decreased 0 |
VERISIGN INC | 1.2M | $293.8M | 1.2% | $194.53 | +28.18% | 26 qtrssince 2018-Q4 | Increased 51 |
PALO ALTO NETWORKS INC | 1.7M | $292.7M | 1.2% | $179.06 | -4.70% | 4 qtrssince 2024-Q2 | Decreased 0 |
ARISTA NETWORKS INC | 3.6M | $281M | 1.1% | $109.03 | -28.94% | 2 qtrssince 2024-Q4 | Increased 51 |
ADOBE INC | 728,249 | $279.3M | 1.1% | $392.46 | -2.28% | 11 qtrssince 2022-Q3 | Increased 78 |
TRAVELERS COMPANIES INC | 1M | $267.7M | 1.1% | $175.58 | +47.15% | 8 qtrssince 2023-Q2 | Decreased 0 |
<![CDATA[Mastercard Incorporated]]> | 484,874 | $265.8M | 1.1% | $432.98 | +25.25% | 26 qtrssince 2018-Q4 | Increased 58 |
SPOTIFY TECHNOLOGY | 480,916 | $264.5M | 1.0% | $193.73 | +183.91% | 13 qtrssince 2022-Q1 | Decreased 0 |
LAM RESEARCH CORP | 3.2M | $233.7M | 0.9% | $71.36 | +0.95% | 2 qtrssince 2024-Q4 | Decreased 0 |
TRACTOR SUPPLY CO | 4.2M | $230M | 0.9% | $51.82 | +2.97% | 2 qtrssince 2024-Q4 | Increased 58 |
INTERACTIVE BROKERS GROUP IN | 1.2M | $203.7M | 0.8% | $29.81 | +37.88% | 11 qtrssince 2022-Q3 | Increased 49 |
HUNT J B TRANS 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 Score: 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
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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