JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q4 2023
Top Holdings963 positions
Apple Inc | 6M | $1.2B | 5.9% | $114.14 | +66.65% | 21 qtrssince 2018-Q4 | Increased 65 |
Microsoft Corp | 2.1M | $783.8M | 3.9% | $215.51 | +70.84% | 21 qtrssince 2018-Q4 | Increased 64 |
NVIDIA Corp | 1.1M | $524.9M | 2.6% | $41.81 | +18.11% | 5 qtrssince 2022-Q4 | Decreased 0 |
Mastercard Inc | 858,429 | $366.1M | 1.8% | $385.81 | +8.75% | 21 qtrssince 2018-Q4 | Increased 66 |
Intel Corp | 6.4M | $321.5M | 1.6% | $39.57 | +25.31% | 17 qtrssince 2019-Q4 | Increased 72 |
Alphabet Inc | 2.2M | $312.1M | 1.6% | $82.20 | +69.83% | 21 qtrssince 2018-Q4 | Increased 55 |
Priceline Group Inc/The | 87,969 | $312M | 1.6% | $93.93 | +47.56% | 9 qtrssince 2021-Q4 | Increased 52 |
Uber Technologies Inc | 4.5M | $277.2M | 1.4% | $50.64 | +21.58% | 3 qtrssince 2023-Q2 | Increased 68 |
Atlassian Corp | 1.1M | $253.5M | 1.3% | $142.33 | +67.12% | 5 qtrssince 2022-Q4 | Increased 52 |
Amazon.com Inc | 1.5M | $234.4M | 1.2% | $113.95 | +33.34% | 21 qtrssince 2018-Q4 | Increased 58 |
McKesson Corp | 488,570 | $226.2M | 1.1% | $210.45 | +117.39% | 21 qtrssince 2018-Q4 | Increased 50 |
Airbnb Inc | 1.6M | $219M | 1.1% | $127.72 | +6.60% | 3 qtrssince 2023-Q2 | Increased 56 |
Fortinet Inc | 3.7M | $217.4M | 1.1% | $44.70 | +30.94% | 21 qtrssince 2018-Q4 | Increased 56 |
General Motors Co | 6M | $216.7M | 1.1% | $35.14 | +0.15% | 5 qtrssince 2022-Q4 | Increased 55 |
Humana Inc | 468,467 | $214.5M | 1.1% | $439.38 | +1.61% | 21 qtrssince 2018-Q4 | Increased 51 |
Valero Energy Corp | 1.5M | $194.3M | 1.0% | $84.38 | +43.02% | 10 qtrssince 2021-Q3 | Increased 49 |
Lululemon Athletica Inc | 370,681 | $189.5M | 1.0% | $511.29 | 0.00% | 1 qtr | New 60 |
Edwards Lifesciences Corp | 2.4M | $182.5M | 0.9% | $85.03 | -10.32% | 5 qtrssince 2022-Q4 | Increased 46 |
Exelon Corp | 4.8M | $171.4M | 0.9% | $34.10 | -2.50% | 5 qtrssince 2022-Q4 | Increased 69 |
Travelers Cos Inc/The | 854,473 | $162.8M | 0.8% | $168.00 | +9.57% | 3 qtrssince 2023-Q2 | Increased 63 |
JACOBS LEVY EQUITY MANAGEMENT, INC manages $19.8B across 963 positions as of Q4 2023. Top holdings: AAPL (5.9%), MSFT (3.9%), NVDA (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 162 new positions, 151 exits, 341 increased. Top move: INTC (INCREASED, conviction 72). Portfolio: $19.8B across 963 positions.
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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