JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q2 2020
Top Holdings1,029 positions
MICROSOFT CORP | 2M | $405.3M | 4.4% | $104.58 | +84.62% | 7 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 99,318 | $274M | 3.0% | $79.19 | +74.20% | 7 qtrssince 2018-Q4 | Increased 55 |
ALPHABET INC | 189,791 | $268.3M | 2.9% | $54.18 | +29.22% | 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% | $73.08 | +9.27% | 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% | $125.29 | +17.90% | 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 MTRS CO | 3.1M | $78.3M | 0.8% | $28.24 | -13.55% | 7 qtrssince 2018-Q4 | Increased 68 |
CENCORA INC | 767,761 | $77.4M | 0.8% | $65.05 | +33.13% | 7 qtrssince 2018-Q4 | Decreased 0 |
ELEVANCE HEALTH INC | 283,762 | $74.6M | 0.8% | $246.36 | -2.33% | 7 qtrssince 2018-Q4 | Increased 52 |
FORTINET INC | 543,151 | $74.6M | 0.8% | $15.81 | +73.60% | 7 qtrssince 2018-Q4 | Decreased 0 |
CITRIX SYS 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 MTR 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 Score: 2.5/5.0.
Active quarter - 221 new positions, 185 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
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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