Filed: 5/15/2026ACC: 0000884414-26-000002
📋 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 $23.79B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
953
Positions
$23.79B
Total AUM (reported)
441.20M
Total Shares
Allocation by class
COM$18.23B76.7%
CL A$1.59B6.7%
CAP STK CL C$985.97M4.1%
COM CL A$903.67M3.8%
COM NEW$820.55M3.4%
SHS$210.94M0.9%
ORD SHS CL A$161.44M0.7%
Portfolio Concentration
Top 3$3.59B15.1%
4–10$2.35B9.9%
11–25$3.26B13.7%
Rest$14.59B61.3%
Top 3 weight
15.1%
Top 10 weight
25.0%
Voting Authority Distribution
Total shares with voting rights: 441.20M
Sole
Full voting authority
339.09M
shares
% of voting shares76.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
102.11M
shares
% of voting shares23.1%
Investment Discretion (by position count)
Sole953
Shared0
Other0
Dominant voting typeSole · 76.9% of voting shares
Institutional Holdings953
Rows:
NVIDIA CORPORATION
SOLEShares8.30M
TypeSH
Market value$1.45B
6.09%
Sole
6.41M
Shared
0.00
None
1.89M
APPLE INC
SOLEShares4.55M
TypeSH
Market value$1.15B
4.85%
Sole
3.58M
Shared
0.00
None
964.11K
ALPHABET INC
SOLEShares3.44M
TypeSH
Market value$985.97M
4.14%
Sole
2.63M
Shared
0.00
None
805.03K
MICROSOFT CORP
SOLEShares1.62M
TypeSH
Market value$598.54M
2.52%
Sole
1.31M
Shared
0.00
None
304.68K
BOOKING HOLDINGS INC
SOLEShares82.05K
TypeSH
Market value$345.45M
1.45%
Sole
63.76K
Shared
0.00
None
18.29K
QUALCOMM INC
SOLEShares2.24M
TypeSH
Market value$288.20M
1.21%
Sole
1.74M
Shared
0.00
None
497.83K
SERVICENOW INC
SOLEShares2.75M
TypeSH
Market value$287.92M
1.21%
Sole
2.08M
Shared
0.00
None
678.22K
TARGET CORP
SOLEShares2.36M
TypeSH
Market value$285.81M
1.20%
Sole
1.75M
Shared
0.00
None
611.11K
AMAZON COM INC
SOLEShares1.34M
TypeSH
Market value$278.44M
1.17%
Sole
1.07M
Shared
0.00
None
269.64K
INTERACTIVE BROKERS GROUP IN
SOLEShares3.93M
TypeSH
Market value$263.65M
1.11%
Sole
3.07M
Shared
0.00
None
858.12K
GENERAL MTRS CO
SOLEShares3.41M
TypeSH
Market value$254.09M
1.07%
Sole
2.50M
Shared
0.00
None
911.92K
FORTINET INC
SOLEShares3.05M
TypeSH
Market value$249.43M
1.05%
Sole
2.35M
Shared
0.00
None
700.25K
LOCKHEED MARTIN CORP
SOLEShares412.19K
TypeSH
Market value$249.12M
1.05%
Sole
326.18K
Shared
0.00
None
86.01K
BANK NEW YORK MELLON CORP
SOLEShares1.99M
TypeSH
Market value$236.66M
0.99%
Sole
1.54M
Shared
0.00
None
459.21K
EDWARDS LIFESCIENCES CORP
SOLEShares2.93M
TypeSH
Market value$234.86M
0.99%
Sole
2.21M
Shared
0.00
None
721.46K
META PLATFORMS INC
SOLEShares408.46K
TypeSH
Market value$233.69M
0.98%
Sole
354.62K
Shared
0.00
None
53.84K
MCKESSON CORP
SOLEShares265.11K
TypeSH
Market value$229.41M
0.96%
Sole
192.05K
Shared
0.00
None
73.06K
VERISIGN INC
SOLEShares919.66K
TypeSH
Market value$228.41M
0.96%
Sole
665.71K
Shared
0.00
None
253.95K
EMCOR GROUP INC
SOLEShares305.75K
TypeSH
Market value$225.74M
0.95%
Sole
227.43K
Shared
0.00
None
78.32K
VALERO ENERGY CORP
SOLEShares807.92K
TypeSH
Market value$199.62M
0.84%
Sole
588.94K
Shared
0.00
None
218.98K
ADOBE INC
SOLEShares807.65K
TypeSH
Market value$196.32M
0.83%
Sole
644.50K
Shared
0.00
None
163.15K
PHILLIPS 66
SOLEShares1.03M
TypeSH
Market value$187.61M
0.79%
Sole
797.46K
Shared
0.00
None
232.33K
MICRON TECHNOLOGY INC
SOLEShares548.41K
TypeSH
Market value$185.27M
0.78%
Sole
383.38K
Shared
0.00
None
165.03K
ALIGN TECHNOLOGY INC
SOLEShares1.03M
TypeSH
Market value$176.80M
0.74%
Sole
719.51K
Shared
0.00
None
311.81K
WEST PHARMACEUTICAL SVSC INC
SOLEShares705.34K
TypeSH
Market value$176.79M
0.74%
Sole
490.12K
Shared
0.00
None
215.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 8.30M | SH | $1.45B 6.09% | 6.41M | 0.00 | 1.89M |
APPLE INCSOLE | COM | 4.55M | SH | $1.15B 4.85% | 3.58M | 0.00 | 964.11K |
ALPHABET INCSOLE | CAP STK CL C | 3.44M | SH | $985.97M 4.14% | 2.63M | 0.00 | 805.03K |
MICROSOFT CORPSOLE | COM | 1.62M | SH | $598.54M 2.52% | 1.31M | 0.00 | 304.68K |
BOOKING HOLDINGS INCSOLE | COM | 82.05K | SH | $345.45M 1.45% | 63.76K | 0.00 | 18.29K |
QUALCOMM INCSOLE | COM | 2.24M | SH | $288.20M 1.21% | 1.74M | 0.00 | 497.83K |
SERVICENOW INCSOLE | COM | 2.75M | SH | $287.92M 1.21% | 2.08M | 0.00 | 678.22K |
TARGET CORPSOLE | COM | 2.36M | SH | $285.81M 1.20% | 1.75M | 0.00 | 611.11K |
AMAZON COM INCSOLE | COM | 1.34M | SH | $278.44M 1.17% | 1.07M | 0.00 | 269.64K |
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 3.93M | SH | $263.65M 1.11% | 3.07M | 0.00 | 858.12K |
GENERAL MTRS COSOLE | COM | 3.41M | SH | $254.09M 1.07% | 2.50M | 0.00 | 911.92K |
FORTINET INCSOLE | COM | 3.05M | SH | $249.43M 1.05% | 2.35M | 0.00 | 700.25K |
LOCKHEED MARTIN CORPSOLE | COM | 412.19K | SH | $249.12M 1.05% | 326.18K | 0.00 | 86.01K |
BANK NEW YORK MELLON CORPSOLE | COM | 1.99M | SH | $236.66M 0.99% | 1.54M | 0.00 | 459.21K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 2.93M | SH | $234.86M 0.99% | 2.21M | 0.00 | 721.46K |
META PLATFORMS INCSOLE | CL A | 408.46K | SH | $233.69M 0.98% | 354.62K | 0.00 | 53.84K |
MCKESSON CORPSOLE | COM | 265.11K | SH | $229.41M 0.96% | 192.05K | 0.00 | 73.06K |
VERISIGN INCSOLE | COM | 919.66K | SH | $228.41M 0.96% | 665.71K | 0.00 | 253.95K |
EMCOR GROUP INCSOLE | COM | 305.75K | SH | $225.74M 0.95% | 227.43K | 0.00 | 78.32K |
VALERO ENERGY CORPSOLE | COM | 807.92K | SH | $199.62M 0.84% | 588.94K | 0.00 | 218.98K |
ADOBE INCSOLE | COM | 807.65K | SH | $196.32M 0.83% | 644.50K | 0.00 | 163.15K |
PHILLIPS 66SOLE | COM | 1.03M | SH | $187.61M 0.79% | 797.46K | 0.00 | 232.33K |
MICRON TECHNOLOGY INCSOLE | COM | 548.41K | SH | $185.27M 0.78% | 383.38K | 0.00 | 165.03K |
ALIGN TECHNOLOGY INCSOLE | COM | 1.03M | SH | $176.80M 0.74% | 719.51K | 0.00 | 311.81K |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 705.34K | SH | $176.79M 0.74% | 490.12K | 0.00 | 215.22K |
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