JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q2 2024
Top Holdings946 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 11.1M | $1.4B | 5.7% | $115.24 | +7.16% | 7 qtrssince 2022-Q4 | Increased 100 |
APPLE INC | 6.3M | $1.3B | 5.5% | $136.67 | +52.66% | 23 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 2.2M | $1B | 4.1% | $232.12 | +90.41% | 23 qtrssince 2018-Q4 | Increased 61 |
ALPHABET INC-CL C | 2.7M | $488.8M | 2.0% | $117.45 | +55.18% | 23 qtrssince 2018-Q4 | Increased 66 |
AMAZON.COM INC | 2M | $378.6M | 1.6% | $132.93 | +45.38% | 23 qtrssince 2018-Q4 | Increased 56 |
BOOKING HOLDINGS INC | 93,211 | $369.3M | 1.5% | $97.46 | +60.38% | 11 qtrssince 2021-Q4 | Increased 50 |
MCKESSON CORP | 543,794 | $317.6M | 1.3% | $246.57 | +135.30% | 23 qtrssince 2018-Q4 | Increased 52 |
META PLATFORMS INC-CLASS A | 583,547 | $294.2M | 1.2% | $312.59 | +60.51% | 23 qtrssince 2018-Q4 | Increased 74 |
MASTERCARD INC - A | 632,516 | $279M | 1.2% | $386.88 | +12.89% | 23 qtrssince 2018-Q4 | Decreased 0 |
FORTINET INC | 4.3M | $257.9M | 1.1% | $55.67 | +8.27% | 23 qtrssince 2018-Q4 | Increased 52 |
VALERO ENERGY CORP | 1.6M | $254.1M | 1.1% | $89.71 | +64.58% | 12 qtrssince 2021-Q3 | Increased 51 |
GENERAL MOTORS CO | 5.4M | $252.7M | 1.0% | $36.70 | +24.70% | 7 qtrssince 2022-Q4 | Increased 56 |
OLD DOMINION FREIGHT LINE | 1.4M | $250.9M | 1.0% | $204.08 | -14.30% | 5 qtrssince 2023-Q2 | Increased 61 |
HUMANA INC | 634,898 | $237.2M | 1.0% | $417.09 | -12.20% | 23 qtrssince 2018-Q4 | Increased 50 |
AIRBNB INC-CLASS A | 1.5M | $229.8M | 1.0% | $127.72 | +18.72% | 5 qtrssince 2023-Q2 | Decreased 0 |
HUNT (JB) TRANSPRT SVCS INC | 1.4M | $228.3M | 0.9% | $171.00 | -8.46% | 4 qtrssince 2023-Q3 | Increased 70 |
ANTHEM INC | 400,904 | $217.2M | 0.9% | $444.54 | +18.73% | 23 qtrssince 2018-Q4 | Increased 47 |
TRAVELERS COS INC/THE | 1M | $212.3M | 0.9% | $174.93 | +13.41% | 5 qtrssince 2023-Q2 | Increased 49 |
ARCHER-DANIELS-MIDLAND CO | 3.5M | $209.1M | 0.9% | $61.87 | -8.32% | 5 qtrssince 2023-Q2 | Increased 50 |
SPOTIFY TECHNOLOGY SA | 657,397 | $206.3M | 0.9% | $191.19 | +64.12% | 10 qtrssince 2022-Q1 | Increased 52 |
JACOBS LEVY EQUITY MANAGEMENT, INC manages $24.2B across 946 positions as of Q2 2024. Top holdings: NVDA (5.7%), AAPL (5.5%), MSFT (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 153 new positions, 135 exits, 475 increased. Top move: NVDA (INCREASED, conviction 100). Portfolio: $24.2B across 946 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