JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q3 2024
Top Holdings941 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 6.3M | $1.5B | 5.6% | $136.67 | +69.07% | 24 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 11.3M | $1.4B | 5.3% | $115.36 | +5.21% | 8 qtrssince 2022-Q4 | Increased 63 |
MICROSOFT CORP | 2.1M | $918.8M | 3.5% | $232.12 | +82.68% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 2.7M | $449.1M | 1.7% | $117.82 | +39.59% | 24 qtrssince 2018-Q4 | Increased 49 |
BOOKING HOLDINGS INC | 94,990 | $400.1M | 1.5% | $98.76 | +68.68% | 12 qtrssince 2021-Q4 | Increased 50 |
AMAZON.COM INC | 1.9M | $345.6M | 1.3% | $132.93 | +41.40% | 24 qtrssince 2018-Q4 | Decreased 0 |
MCKESSON CORP | 593,941 | $293.7M | 1.1% | $266.76 | +82.05% | 24 qtrssince 2018-Q4 | Increased 53 |
ANTHEM INC | 556,352 | $289.3M | 1.1% | $463.37 | +10.48% | 24 qtrssince 2018-Q4 | Increased 64 |
AMPHENOL CORP-CL A | 4.3M | $280.4M | 1.1% | $65.52 | -1.74% | 2 qtrssince 2024-Q2 | Increased 76 |
OLD DOMINION FREIGHT LINE | 1.4M | $278.8M | 1.1% | $204.08 | -4.41% | 6 qtrssince 2023-Q2 | Decreased 0 |
GENERAL MOTORS CO | 5.8M | $260M | 1.0% | $37.27 | +23.15% | 8 qtrssince 2022-Q4 | Increased 52 |
TRAVELERS COS INC/THE | 1.1M | $254.2M | 1.0% | $177.09 | +30.64% | 6 qtrssince 2023-Q2 | Increased 45 |
VISTRA CORP | 2.1M | $248.8M | 1.0% | $21.75 | +437.51% | 9 qtrssince 2022-Q3 | Decreased 0 |
SPOTIFY TECHNOLOGY SA | 664,356 | $244.8M | 0.9% | $193.06 | +91.24% | 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% | $71.61 | -7.02% | 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-CLASS A | 413,215 | $236.5M | 0.9% | $312.59 | +80.79% | 24 qtrssince 2018-Q4 | Decreased 0 |
HUNT (JB) TRANSPRT SVCS INC | 1.3M | $225.9M | 0.9% | $171.00 | -1.16% | 5 qtrssince 2023-Q3 | Decreased 0 |
INTUIT INC | 358,834 | $222.8M | 0.9% | $632.66 | -3.14% | 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 Rating: 3/5.0.
Active quarter - 134 new positions, 139 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