JACOBS LEVY EQUITY MANAGEMENT, INC
Institutional investor · Portfolio as of Q4 2025
Top Holdings917 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 8.7M | $1.6B | 6.3% | $118.61 | +58.11% | 13 qtrssince 2022-Q4 | Decreased 0 |
APPLE INC | 4.8M | $1.3B | 5.0% | $147.23 | +84.15% | 29 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 1.8M | $882.6M | 3.4% | $259.99 | +87.50% | 29 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 2.5M | $786.4M | 3.0% | $162.89 | +93.11% | 29 qtrssince 2018-Q4 | Increased 73 |
META PLATFORMS INC-CLASS A | 726,906 | $479.8M | 1.9% | $465.74 | +42.99% | 29 qtrssince 2018-Q4 | Increased 54 |
QUALCOMM INC | 2.3M | $387.1M | 1.5% | $156.11 | +11.24% | 4 qtrssince 2025-Q1 | Increased 50 |
BOOKING HOLDINGS INC | 71,426 | $382.5M | 1.5% | $103.12 | +106.74% | 17 qtrssince 2021-Q4 | Increased 51 |
AMAZON.COM INC | 1.4M | $332.4M | 1.3% | $149.08 | +55.98% | 29 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 2.1M | $323.9M | 1.3% | $154.23 | 0.00% | 1 qtr | New 71 |
INTERACTIVE BROKERS GRO-CL A | 4.8M | $309.5M | 1.2% | $48.67 | +33.56% | 14 qtrssince 2022-Q3 | Increased 49 |
GENERAL MOTORS CO | 3.7M | $299.5M | 1.2% | $47.97 | +71.65% | 13 qtrssince 2022-Q4 | Decreased 0 |
LAM RESEARCH CORP COM NEW | 1.7M | $299M | 1.2% | $106.83 | +62.67% | 6 qtrssince 2024-Q3 | Decreased 0 |
ADOBE INC | 832,144 | $291.2M | 1.1% | $389.43 | -10.13% | 14 qtrssince 2022-Q3 | Decreased 0 |
MCKESSON CORP | 345,294 | $283.2M | 1.1% | $274.72 | +201.16% | 29 qtrssince 2018-Q4 | Decreased 0 |
ARISTA NETWORKS INC | 2.1M | $274.7M | 1.1% | $109.91 | +20.50% | 28 qtrssince 2019-Q1 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 3.1M | $265.5M | 1.0% | $72.30 | +19.23% | 13 qtrssince 2022-Q4 | Increased 49 |
BANK OF NEW YORK MELLON CORP | 2.2M | $254.3M | 1.0% | $97.94 | +18.80% | 29 qtrssince 2018-Q4 | Increased 68 |
COMFORT SYSTEMS USA INC | 267,873 | $250M | 1.0% | $346.39 | +169.05% | 5 qtrssince 2024-Q4 | Decreased 0 |
TARGET CORP | 2.5M | $248M | 1.0% | $104.18 | -8.69% | 5 qtrssince 2024-Q4 | Increased 47 |
O'REILLY AUTOMOTIVE INC | 2.7M | $245.6M | 0.9% | $89.32 | +2.40% | 4 qtrssince 2025-Q1 | Decreased 0 |
JACOBS LEVY EQUITY MANAGEMENT, INC manages $25.9B across 917 positions as of Q4 2025. Top holdings: NVDA (6.3%), AAPL (5.0%), MSFT (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 130 new positions, 166 exits, 302 increased. Top move: GOOG (INCREASED, conviction 73). Portfolio: $25.9B across 917 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