JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q3 2021
Top Holdings1,019 positions
ALPHABET INC | 185,924 | $495.5M | 3.3% | $58.54 | +125.53% | 12 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 123,829 | $406.8M | 2.7% | $101.37 | +62.04% | 12 qtrssince 2018-Q4 | Increased 55 |
MICROSOFT CORP | 1.4M | $397.8M | 2.7% | $127.72 | +111.84% | 12 qtrssince 2018-Q4 | Increased 57 |
APPLE INC | 2.7M | $376.9M | 2.5% | $52.95 | +160.67% | 12 qtrssince 2018-Q4 | Increased 54 |
COSTCO WHOLESALE CORPORATION | 372,190 | $167.2M | 1.1% | $349.88 | +21.71% | 12 qtrssince 2018-Q4 | Increased 57 |
INTUITIVE SURGICAL INC | 161,012 | $160.1M | 1.1% | $331.19 | +0.06% | 3 qtrssince 2021-Q1 | Increased 77 |
ELEVANCE HEALTH INC FORMERLY | 423,859 | $158M | 1.1% | $274.23 | +26.36% | 12 qtrssince 2018-Q4 | Increased 50 |
FORD MTR CO | 11.1M | $157.2M | 1.1% | $5.84 | +77.68% | 12 qtrssince 2018-Q4 | Increased 49 |
DELL TECHNOLOGIES INC | 1.4M | $145.9M | 1.0% | $26.86 | +78.34% | 11 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 2.7M | $143.6M | 1.0% | $50.42 | -2.28% | 8 qtrssince 2019-Q4 | Increased 61 |
AUTOZONE INC | 80,402 | $136.5M | 0.9% | $1,330.58 | +27.61% | 12 qtrssince 2018-Q4 | Increased 59 |
MCKESSON CORP | 670,326 | $133.7M | 0.9% | $134.68 | +44.27% | 12 qtrssince 2018-Q4 | Increased 43 |
GENERAL MTRS CO | 2.5M | $131.2M | 0.9% | $30.29 | +68.62% | 12 qtrssince 2018-Q4 | Increased 46 |
HUMANA INC | 328,671 | $127.9M | 0.9% | $294.41 | +28.91% | 12 qtrssince 2018-Q4 | Increased 44 |
FORTINET INC | 435,333 | $127.1M | 0.9% | $30.52 | +91.36% | 12 qtrssince 2018-Q4 | Increased 59 |
ELECTRONIC ARTS INC | 850,584 | $121M | 0.8% | $129.71 | +3.91% | 12 qtrssince 2018-Q4 | Increased 43 |
MOLINA HEALTHCARE INC | 428,820 | $116.3M | 0.8% | $152.87 | +77.48% | 12 qtrssince 2018-Q4 | Decreased 0 |
ARCHER DANIELS MIDLAND CO | 1.9M | $115.4M | 0.8% | $45.90 | +13.52% | 12 qtrssince 2018-Q4 | Increased 45 |
SBA COMMUNICATIONS CORP | 348,731 | $115.3M | 0.8% | $272.72 | +14.44% | 12 qtrssince 2018-Q4 | Increased 48 |
LOCKHEED MARTIN CORP | 325,064 | $112.2M | 0.8% | $319.92 | -5.64% | 6 qtrssince 2020-Q2 | Decreased 0 |
JACOBS LEVY EQUITY MANAGEMENT, INC manages $14.9B across 1019 positions as of Q3 2021. Top holdings: GOOG (3.3%), AMZN (2.7%), MSFT (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 163 new positions, 161 exits, 346 increased. Top move: ISRG (INCREASED, conviction 77). Portfolio: $14.9B across 1019 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