Filed: 11/17/2025ACC: 0000884414-25-000005
📋 What this filing means
JACOBS LEVY EQUITY MANAGEMENT, INC filed this quarterly 13F‑HR report disclosing 953 equity positions with a total reported market value of $25.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
953
Positions
$25.17B
Total AUM (reported)
448.01M
Total Shares
Allocation by class
COM$19.08B75.8%
CL A$2.10B8.4%
COM NEW$922.89M3.7%
COM CL A$915.79M3.6%
CAP STK CL C$471.22M1.9%
COM SHS$452.34M1.8%
SHS$385.97M1.5%
Portfolio Concentration
Top 3$4.02B16.0%
4–10$2.75B10.9%
11–25$3.56B14.1%
Rest$14.85B59.0%
Top 3 weight
16.0%
Top 10 weight
26.9%
Voting Authority Distribution
Total shares with voting rights: 448.01M
Sole
Full voting authority
350.68M
shares
% of voting shares78.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
97.32M
shares
% of voting shares21.7%
Investment Discretion (by position count)
Sole953
Shared0
Other0
Dominant voting typeSole · 78.3% of voting shares
Institutional Holdings953
Rows:
NVIDIA CORPORATION
SOLEShares8.94M
TypeSH
Market value$1.67B
6.63%
Sole
7.01M
Shared
0.00
None
1.93M
APPLE INC
SOLEShares5.23M
TypeSH
Market value$1.33B
5.29%
Sole
4.14M
Shared
0.00
None
1.09M
MICROSOFT CORP
SOLEShares1.97M
TypeSH
Market value$1.02B
4.05%
Sole
1.59M
Shared
0.00
None
378.75K
META PLATFORMS INC
SOLEShares658.56K
TypeSH
Market value$483.64M
1.92%
Sole
526.09K
Shared
0.00
None
132.47K
ALPHABET INC
SOLEShares1.93M
TypeSH
Market value$471.22M
1.87%
Sole
1.54M
Shared
0.00
None
390.57K
ARISTA NETWORKS INC
SOLEShares2.61M
TypeSH
Market value$379.58M
1.51%
Sole
2.02M
Shared
0.00
None
588.20K
BOOKING HOLDINGS INC
SOLEShares68.55K
TypeSH
Market value$370.14M
1.47%
Sole
54.01K
Shared
0.00
None
14.54K
QUALCOMM INC
SOLEShares2.22M
TypeSH
Market value$368.81M
1.47%
Sole
1.74M
Shared
0.00
None
473.18K
OREILLY AUTOMOTIVE INC
SOLEShares3.15M
TypeSH
Market value$340.06M
1.35%
Sole
2.45M
Shared
0.00
None
705.93K
AMAZON COM INC
SOLEShares1.51M
TypeSH
Market value$332.26M
1.32%
Sole
1.20M
Shared
0.00
None
316.55K
MCKESSON CORP
SOLEShares425.30K
TypeSH
Market value$328.56M
1.31%
Sole
327.50K
Shared
0.00
None
97.80K
INTERACTIVE BROKERS GROUP IN
SOLEShares4.74M
TypeSH
Market value$325.99M
1.30%
Sole
3.62M
Shared
0.00
None
1.12M
ADOBE INC
SOLEShares881.80K
TypeSH
Market value$311.06M
1.24%
Sole
695.29K
Shared
0.00
None
186.52K
GENERAL MTRS CO
SOLEShares4.16M
TypeSH
Market value$253.64M
1.01%
Sole
3.02M
Shared
0.00
None
1.14M
EDWARDS LIFESCIENCES CORP
SOLEShares3.08M
TypeSH
Market value$239.40M
0.95%
Sole
2.30M
Shared
0.00
None
777.98K
LAM RESEARCH CORP
SOLEShares1.78M
TypeSH
Market value$238.30M
0.95%
Sole
1.33M
Shared
0.00
None
449.46K
VERISIGN INC
SOLEShares833.96K
TypeSH
Market value$233.15M
0.93%
Sole
604.82K
Shared
0.00
None
229.14K
COMFORT SYS USA INC
SOLEShares272.44K
TypeSH
Market value$224.81M
0.89%
Sole
217.12K
Shared
0.00
None
55.32K
JABIL INC
SOLEShares1.03M
TypeSH
Market value$223.24M
0.89%
Sole
795.99K
Shared
0.00
None
231.94K
TARGET CORP
SOLEShares2.34M
TypeSH
Market value$210.26M
0.84%
Sole
1.72M
Shared
0.00
None
628.12K
EMCOR GROUP INC
SOLEShares318.17K
TypeSH
Market value$206.67M
0.82%
Sole
243.69K
Shared
0.00
None
74.49K
MONSTER BEVERAGE CORP NEW
SOLEShares3.06M
TypeSH
Market value$205.96M
0.82%
Sole
2.20M
Shared
0.00
None
863.27K
PHILLIPS 66
SOLEShares1.42M
TypeSH
Market value$193.45M
0.77%
Sole
1.11M
Shared
0.00
None
315.06K
ALNYLAM PHARMACEUTICALS INC
SOLEShares410.34K
TypeSH
Market value$187.12M
0.74%
Sole
301.75K
Shared
0.00
None
108.59K
BROADCOM INC
SOLEShares539.48K
TypeSH
Market value$177.98M
0.71%
Sole
468.25K
Shared
0.00
None
71.24K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 8.94M | SH | $1.67B 6.63% | 7.01M | 0.00 | 1.93M |
APPLE INCSOLE | COM | 5.23M | SH | $1.33B 5.29% | 4.14M | 0.00 | 1.09M |
MICROSOFT CORPSOLE | COM | 1.97M | SH | $1.02B 4.05% | 1.59M | 0.00 | 378.75K |
META PLATFORMS INCSOLE | CL A | 658.56K | SH | $483.64M 1.92% | 526.09K | 0.00 | 132.47K |
ALPHABET INCSOLE | CAP STK CL C | 1.93M | SH | $471.22M 1.87% | 1.54M | 0.00 | 390.57K |
ARISTA NETWORKS INCSOLE | COM SHS | 2.61M | SH | $379.58M 1.51% | 2.02M | 0.00 | 588.20K |
BOOKING HOLDINGS INCSOLE | COM | 68.55K | SH | $370.14M 1.47% | 54.01K | 0.00 | 14.54K |
QUALCOMM INCSOLE | COM | 2.22M | SH | $368.81M 1.47% | 1.74M | 0.00 | 473.18K |
OREILLY AUTOMOTIVE INCSOLE | COM | 3.15M | SH | $340.06M 1.35% | 2.45M | 0.00 | 705.93K |
AMAZON COM INCSOLE | COM | 1.51M | SH | $332.26M 1.32% | 1.20M | 0.00 | 316.55K |
MCKESSON CORPSOLE | COM | 425.30K | SH | $328.56M 1.31% | 327.50K | 0.00 | 97.80K |
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 4.74M | SH | $325.99M 1.30% | 3.62M | 0.00 | 1.12M |
ADOBE INCSOLE | COM | 881.80K | SH | $311.06M 1.24% | 695.29K | 0.00 | 186.52K |
GENERAL MTRS COSOLE | COM | 4.16M | SH | $253.64M 1.01% | 3.02M | 0.00 | 1.14M |
EDWARDS LIFESCIENCES CORPSOLE | COM | 3.08M | SH | $239.40M 0.95% | 2.30M | 0.00 | 777.98K |
LAM RESEARCH CORPSOLE | COM NEW | 1.78M | SH | $238.30M 0.95% | 1.33M | 0.00 | 449.46K |
VERISIGN INCSOLE | COM | 833.96K | SH | $233.15M 0.93% | 604.82K | 0.00 | 229.14K |
COMFORT SYS USA INCSOLE | COM | 272.44K | SH | $224.81M 0.89% | 217.12K | 0.00 | 55.32K |
JABIL INCSOLE | COM | 1.03M | SH | $223.24M 0.89% | 795.99K | 0.00 | 231.94K |
TARGET CORPSOLE | COM | 2.34M | SH | $210.26M 0.84% | 1.72M | 0.00 | 628.12K |
EMCOR GROUP INCSOLE | COM | 318.17K | SH | $206.67M 0.82% | 243.69K | 0.00 | 74.49K |
MONSTER BEVERAGE CORP NEWSOLE | COM | 3.06M | SH | $205.96M 0.82% | 2.20M | 0.00 | 863.27K |
PHILLIPS 66SOLE | COM | 1.42M | SH | $193.45M 0.77% | 1.11M | 0.00 | 315.06K |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 410.34K | SH | $187.12M 0.74% | 301.75K | 0.00 | 108.59K |
BROADCOM INCSOLE | COM | 539.48K | SH | $177.98M 0.71% | 468.25K | 0.00 | 71.24K |
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