JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q2 2023
Top Holdings957 positions
Apple Inc. | 5.8M | $1.1B | 6.5% | $110.10 | +73.59% | 19 qtrssince 2018-Q4 | Increased 62 |
Microsoft Corp. | 1.9M | $633.5M | 3.7% | $197.98 | +67.72% | 19 qtrssince 2018-Q4 | Increased 60 |
Meta Platforms Inc | 1.4M | $391.8M | 2.3% | $139.89 | +103.20% | 19 qtrssince 2018-Q4 | Decreased 0 |
Fortinet Inc | 3.2M | $243.9M | 1.4% | $42.56 | +77.60% | 19 qtrssince 2018-Q4 | Increased 53 |
Alphabet Inc. | 1.9M | $235.8M | 1.4% | $74.49 | +60.87% | 19 qtrssince 2018-Q4 | Decreased 0 |
Booking Holdings Inc | 84,205 | $227.4M | 1.3% | $91.48 | +15.34% | 7 qtrssince 2021-Q4 | Increased 52 |
MasterCard Incorporated | 543,028 | $213.6M | 1.2% | $369.33 | +4.45% | 19 qtrssince 2018-Q4 | Increased 78 |
FEDEX CORP | 830,840 | $206M | 1.2% | $181.53 | +30.55% | 7 qtrssince 2021-Q4 | Decreased 0 |
MCKESSON CORP | 467,159 | $199.6M | 1.2% | $199.59 | +110.96% | 19 qtrssince 2018-Q4 | Increased 50 |
GENERAL MTRS CO | 5.2M | $199.2M | 1.1% | $35.18 | +5.76% | 3 qtrssince 2022-Q4 | Increased 54 |
Vertex Pharmaceuticals Incorporated | 550,470 | $193.7M | 1.1% | $282.10 | +23.42% | 13 qtrssince 2020-Q2 | Decreased 0 |
TARGET CORP | 1.4M | $182.7M | 1.1% | $128.72 | -8.97% | 5 qtrssince 2022-Q2 | Increased 49 |
AUTOZONE INC | 72,672 | $181.2M | 1.0% | $1,540.46 | +61.86% | 19 qtrssince 2018-Q4 | Decreased 0 |
Monster Beverage Corp | 3M | $172.3M | 1.0% | $54.80 | +4.82% | 2 qtrssince 2023-Q1 | Increased 54 |
VERISIGN INC | 752,520 | $170M | 1.0% | $185.66 | +19.04% | 19 qtrssince 2018-Q4 | Increased 45 |
ATLASSIAN CORPORATION CL A | 1M | $169.3M | 1.0% | $136.17 | +18.70% | 3 qtrssince 2022-Q4 | Increased 49 |
FIDELITY NATL INFORMATION SV | 3.1M | $168.8M | 1.0% | $54.85 | -9.07% | 3 qtrssince 2022-Q4 | Increased 46 |
Amazon.com, Inc. | 1.2M | $161.6M | 0.9% | $105.54 | +23.52% | 19 qtrssince 2018-Q4 | Increased 44 |
AIRBNB INC COM CL A | 1.2M | $159.1M | 0.9% | $125.10 | 0.00% | 1 qtr | New 59 |
HUMANA INC | 354,956 | $158.7M | 0.9% | $430.06 | +0.27% | 19 qtrssince 2018-Q4 | Increased 69 |
JACOBS LEVY EQUITY MANAGEMENT, INC manages $17.4B across 957 positions as of Q2 2023. Top holdings: AAPL (6.5%), MSFT (3.7%), META (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 177 new positions, 164 exits, 315 increased. Top move: MA (INCREASED, conviction 78). Portfolio: $17.4B across 957 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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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
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