JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q4 2020
Top Holdings1,005 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.7M | $386.9M | 3.4% | $104.24 | +104.07% | 9 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 113,265 | $368.9M | 3.2% | $88.41 | +85.83% | 9 qtrssince 2018-Q4 | Increased 63 |
APPLE INC | 2.6M | $350.2M | 3.1% | $96.96 | +32.85% | 9 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 188,456 | $330.2M | 2.9% | $54.77 | +57.63% | 9 qtrssince 2018-Q4 | Decreased 0 |
STARBUCKS CORP | 1.1M | $120.7M | 1.1% | $60.48 | +55.24% | 9 qtrssince 2018-Q4 | Decreased 0 |
HUMANA INC | 291,473 | $119.6M | 1.0% | $280.54 | +38.28% | 9 qtrssince 2018-Q4 | Increased 49 |
GILEAD SCIENCES INC | 1.8M | $107.5M | 0.9% | $49.92 | -6.35% | 9 qtrssince 2018-Q4 | Increased 54 |
FORD MOTOR CO | 12M | $105.8M | 0.9% | $5.73 | +12.43% | 9 qtrssince 2018-Q4 | Decreased 0 |
QUALCOMM INC | 692,899 | $105.6M | 0.9% | $73.30 | +83.68% | 6 qtrssince 2019-Q3 | Decreased 0 |
MCKESSON CORP | 579,040 | $100.7M | 0.9% | $126.05 | +33.54% | 9 qtrssince 2018-Q4 | Decreased 0 |
GENERAL MOTORS CO | 2.4M | $98.9M | 0.9% | $28.24 | +42.97% | 9 qtrssince 2018-Q4 | Decreased 0 |
ANTHEM INC | 298,482 | $95.8M | 0.8% | $246.87 | +18.87% | 9 qtrssince 2018-Q4 | Decreased 0 |
DELL TECHNOLOGIES -C | 1.3M | $92.4M | 0.8% | $24.71 | +36.53% | 8 qtrssince 2019-Q1 | Increased 49 |
HEWLETT-PACKARD CO | 3.7M | $91M | 0.8% | $15.25 | +34.58% | 9 qtrssince 2018-Q4 | Decreased 0 |
MICRON TECHNOLOGY INC | 1.2M | $88M | 0.8% | $49.41 | +42.01% | 9 qtrssince 2018-Q4 | Decreased 0 |
VERISIGN INC | 405,372 | $87.7M | 0.8% | $175.99 | +20.83% | 9 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 73,320 | $86.9M | 0.8% | $1,135.72 | +4.38% | 9 qtrssince 2018-Q4 | Decreased 0 |
CABLE ONE INC | 37,289 | $83.1M | 0.7% | $944.23 | +121.27% | 9 qtrssince 2018-Q4 | Decreased 0 |
LOWE'S COS INC | 517,230 | $83M | 0.7% | $136.46 | +5.64% | 3 qtrssince 2020-Q2 | Decreased 0 |
ALLSTATE CORP | 744,019 | $81.8M | 0.7% | $79.30 | +20.60% | 9 qtrssince 2018-Q4 | Decreased 0 |
JACOBS LEVY EQUITY MANAGEMENT, INC manages $11.4B across 1005 positions as of Q4 2020. Top holdings: MSFT (3.4%), AMZN (3.2%), AAPL (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 145 new positions, 153 exits, 342 increased. Top move: AMZN (INCREASED, conviction 63). Portfolio: $11.4B across 1005 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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