JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q2 2020
Top Holdings1,029 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2M | $405.3M | 4.4% | $104.24 | +81.76% | 7 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 99,318 | $274M | 3.0% | $78.03 | +71.75% | 7 qtrssince 2018-Q4 | Increased 55 |
ALPHABET INC-CL C | 189,791 | $268.3M | 2.9% | $54.35 | +27.37% | 7 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 640,362 | $233.6M | 2.5% | $47.40 | +86.15% | 7 qtrssince 2018-Q4 | Decreased 0 |
QUALCOMM INC | 1.3M | $114.9M | 1.2% | $73.30 | +7.98% | 4 qtrssince 2019-Q3 | Increased 76 |
GILEAD SCIENCES INC | 1.4M | $105.8M | 1.1% | $50.97 | +18.15% | 7 qtrssince 2018-Q4 | Increased 50 |
HUMANA INC | 269,992 | $104.7M | 1.1% | $272.27 | +32.68% | 7 qtrssince 2018-Q4 | Decreased 0 |
STARBUCKS CORP | 1.4M | $99.6M | 1.1% | $60.36 | +5.91% | 7 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 564,038 | $92.6M | 1.0% | $133.52 | +14.97% | 7 qtrssince 2018-Q4 | Increased 61 |
MCKESSON CORP | 553,218 | $84.9M | 0.9% | $125.08 | +17.18% | 7 qtrssince 2018-Q4 | Increased 44 |
VERISIGN INC | 393,703 | $81.4M | 0.9% | $174.40 | +16.02% | 7 qtrssince 2018-Q4 | Increased 42 |
GENERAL MOTORS CO | 3.1M | $78.3M | 0.8% | $28.24 | -13.55% | 7 qtrssince 2018-Q4 | Increased 68 |
AMERISOURCEBERGEN CORP | 767,761 | $77.4M | 0.8% | $65.05 | +33.13% | 7 qtrssince 2018-Q4 | Decreased 0 |
ANTHEM INC | 283,762 | $74.6M | 0.8% | $248.58 | -3.18% | 7 qtrssince 2018-Q4 | Increased 52 |
FORTINET INC | 543,151 | $74.6M | 0.8% | $15.81 | +68.87% | 7 qtrssince 2018-Q4 | Decreased 0 |
CITRIX SYSTEMS INC | 491,520 | $72.7M | 0.8% | — | — | 7 qtrssince 2018-Q4 | Decreased 0 |
ALIGN TECHNOLOGY INC | 260,252 | $71.4M | 0.8% | $247.08 | +11.07% | 7 qtrssince 2018-Q4 | Decreased 0 |
FORD MOTOR CO | 11.6M | $70.7M | 0.8% | $5.80 | -23.08% | 7 qtrssince 2018-Q4 | Increased 44 |
AUTOZONE INC | 59,082 | $66.7M | 0.7% | $1,124.71 | +0.30% | 7 qtrssince 2018-Q4 | Increased 67 |
CABLE ONE INC | 36,378 | $64.6M | 0.7% | $902.25 | +80.34% | 7 qtrssince 2018-Q4 | Decreased 0 |
JACOBS LEVY EQUITY MANAGEMENT, INC manages $9.2B across 1029 positions as of Q2 2020. Top holdings: MSFT (4.4%), AMZN (3.0%), GOOG (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 218 new positions, 182 exits, 425 increased. Top move: QCOM (INCREASED, conviction 76). Portfolio: $9.2B across 1029 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer