JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q4 2024
Top Holdings926 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 6.9M | $1.7B | 6.1% | $147.23 | +68.87% | 25 qtrssince 2018-Q4 | Increased 68 |
NVIDIA CORP | 12.3M | $1.7B | 5.9% | $117.14 | +17.33% | 9 qtrssince 2022-Q4 | Increased 68 |
MICROSOFT CORP | 2.3M | $980.7M | 3.5% | $247.72 | +70.24% | 25 qtrssince 2018-Q4 | Increased 64 |
ALPHABET INC-CL C | 2.6M | $500M | 1.8% | $117.82 | +62.91% | 25 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 2.3M | $497.8M | 1.8% | $149.08 | +48.45% | 25 qtrssince 2018-Q4 | Increased 60 |
BOOKING HOLDINGS INC | 94,281 | $468.4M | 1.7% | $98.51 | +99.30% | 13 qtrssince 2021-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 672,367 | $393.7M | 1.4% | $419.27 | +40.57% | 25 qtrssince 2018-Q4 | Increased 71 |
ARISTA NETWORKS INC | 3.5M | $382.7M | 1.4% | $111.43 | +0.02% | 24 qtrssince 2019-Q1 | Increased 79 |
GE VERNOVA LLC | 1.2M | $380M | 1.3% | $265.72 | +23.99% | 3 qtrssince 2024-Q2 | Increased 79 |
MCKESSON CORP | 610,043 | $347.7M | 1.2% | $274.72 | +106.88% | 25 qtrssince 2018-Q4 | Increased 50 |
EDWARDS LIFESCIENCES CORP | 4.6M | $341.7M | 1.2% | $72.13 | +2.92% | 9 qtrssince 2022-Q4 | Increased 60 |
PALO ALTO NETWORKS INC | 1.9M | $339.6M | 1.2% | $182.07 | +1.17% | 3 qtrssince 2024-Q2 | Increased 79 |
LAM RESEARCH CORP COM NEW | 4.7M | $338.8M | 1.2% | $71.71 | -0.29% | 2 qtrssince 2024-Q3 | Increased 79 |
GENERAL MOTORS CO | 6.1M | $324.7M | 1.1% | $38.05 | +39.59% | 9 qtrssince 2022-Q4 | Increased 51 |
VISTRA CORP | 2.2M | $304.1M | 1.1% | $27.44 | +407.78% | 10 qtrssince 2022-Q3 | Increased 51 |
SPOTIFY TECHNOLOGY SA | 660,577 | $295.5M | 1.0% | $193.06 | +134.02% | 12 qtrssince 2022-Q1 | Decreased 0 |
SYNCHRONY FINANCIAL | 4.4M | $287M | 1.0% | $31.94 | +97.51% | 25 qtrssince 2018-Q4 | Decreased 0 |
ATLASSIAN CORP-CL A | 1.1M | $269.5M | 1.0% | $146.35 | +68.84% | 9 qtrssince 2022-Q4 | Decreased 0 |
TRAVELERS COS INC/THE | 1.1M | $263.6M | 0.9% | $177.56 | +32.92% | 7 qtrssince 2023-Q2 | Increased 44 |
AIRBNB INC-CLASS A | 1.9M | $251M | 0.9% | $128.78 | +2.35% | 7 qtrssince 2023-Q2 | Increased 56 |
JACOBS LEVY EQUITY MANAGEMENT, INC manages $28.3B across 926 positions as of Q4 2024. Top holdings: AAPL (6.1%), NVDA (5.9%), MSFT (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 130 new positions, 145 exits, 377 increased. Top move: ANET (INCREASED, conviction 79). Portfolio: $28.3B across 926 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