JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q3 2024
Top Holdings941 positions
APPLE INC | 6.3M | $1.5B | 5.6% | $120.67 | +91.49% | 24 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 11.3M | $1.4B | 5.3% | $49.04 | +147.00% | 8 qtrssince 2022-Q4 | Increased 63 |
MICROSOFT CORP | 2.1M | $918.8M | 3.5% | $230.03 | +84.16% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 2.7M | $449.1M | 1.7% | $102.92 | +61.32% | 24 qtrssince 2018-Q4 | Increased 49 |
BOOKING HOLDINGS INC | 94,990 | $400.1M | 1.5% | $98.27 | +68.68% | 12 qtrssince 2021-Q4 | Increased 50 |
AMAZON COM INC | 1.9M | $345.6M | 1.3% | $129.67 | +43.70% | 24 qtrssince 2018-Q4 | Decreased 0 |
MCKESSON CORP | 593,941 | $293.7M | 1.1% | $266.77 | +83.79% | 24 qtrssince 2018-Q4 | Increased 53 |
ELEVANCE HEALTH INC | 556,352 | $289.3M | 1.1% | $456.30 | +9.73% | 24 qtrssince 2018-Q4 | Increased 64 |
AMPHENOL CORP NEW | 4.3M | $280.4M | 1.1% | $32.63 | -1.62% | 2 qtrssince 2024-Q2 | Increased 76 |
OLD DOMINION FREIGHT LINE IN | 1.4M | $278.8M | 1.1% | $199.79 | -1.82% | 6 qtrssince 2023-Q2 | Decreased 0 |
GENERAL MTRS CO | 5.8M | $260M | 1.0% | $37.27 | +23.15% | 8 qtrssince 2022-Q4 | Increased 52 |
TRAVELERS COMPANIES INC | 1.1M | $254.2M | 1.0% | $177.09 | +30.64% | 6 qtrssince 2023-Q2 | Increased 45 |
VISTRA CORP | 2.1M | $248.8M | 1.0% | $21.66 | +441.14% | 9 qtrssince 2022-Q3 | Decreased 0 |
SPOTIFY TECHNOLOGY S A | 664,356 | $244.8M | 0.9% | $193.73 | +90.22% | 11 qtrssince 2022-Q1 | Increased 44 |
INTEL CORP | 10.4M | $244.3M | 0.9% | $28.73 | -16.78% | 20 qtrssince 2019-Q4 | Increased 70 |
EDWARDS LIFESCIENCES CORP | 3.7M | $243.7M | 0.9% | $71.59 | -7.82% | 8 qtrssince 2022-Q4 | Increased 70 |
NRG ENERGY INC | 2.7M | $242.6M | 0.9% | $43.57 | +103.35% | 14 qtrssince 2021-Q2 | Increased 47 |
META PLATFORMS INC | 413,215 | $236.5M | 0.9% | $311.67 | +82.47% | 24 qtrssince 2018-Q4 | Decreased 0 |
HUNT J B TRANS SVCS INC | 1.3M | $225.9M | 0.9% | $171.00 | -1.16% | 5 qtrssince 2023-Q3 | Decreased 0 |
INTUIT | 358,834 | $222.8M | 0.9% | $628.82 | -2.97% | 2 qtrssince 2024-Q2 | Increased 67 |
JACOBS LEVY EQUITY MANAGEMENT, INC manages $25.9B across 941 positions as of Q3 2024. Top holdings: AAPL (5.6%), NVDA (5.3%), MSFT (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 135 new positions, 140 exits, 327 increased. Top move: APH (INCREASED, conviction 76). Portfolio: $25.9B across 941 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