Filed: 2/14/2025ACC: 0001085146-25-001642
📋 What this filing means
JACOBS LEVY EQUITY MANAGEMENT, INC filed this quarterly 13F‑HR report disclosing 926 equity positions with a total reported market value of $28.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
926
Positions
$28.26B
Total AUM (reported)
529.72M
Total Shares
Allocation by class
COM$20.64B73.0%
CL A$2.55B9.0%
COM NEW$1.13B4.0%
COM CL A$955.64M3.4%
COM SHS$714.23M2.5%
CAP STK CL C$500.03M1.8%
COMMON STOCK$412.17M1.5%
Portfolio Concentration
Top 3$4.37B15.4%
4–10$2.97B10.5%
11–25$4.15B14.7%
Rest$16.78B59.4%
Top 3 weight
15.4%
Top 10 weight
26.0%
Voting Authority Distribution
Total shares with voting rights: 529.72M
Sole
Full voting authority
435.92M
shares
% of voting shares82.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
93.80M
shares
% of voting shares17.7%
Investment Discretion (by position count)
Sole926
Shared0
Other0
Dominant voting typeSole · 82.3% of voting shares
Institutional Holdings926
Rows:
APPLE INC
SOLEShares6.90M
TypeSH
Market value$1.73B
6.12%
Sole
5.91M
Shared
0.00
None
999.07K
NVIDIA CORPORATION
SOLEShares12.34M
TypeSH
Market value$1.66B
5.86%
Sole
10.49M
Shared
0.00
None
1.84M
MICROSOFT CORP
SOLEShares2.33M
TypeSH
Market value$980.70M
3.47%
Sole
2.03M
Shared
0.00
None
298.70K
ALPHABET INC
SOLEShares2.63M
TypeSH
Market value$500.03M
1.77%
Sole
2.31M
Shared
0.00
None
311.41K
AMAZON COM INC
SOLEShares2.27M
TypeSH
Market value$497.82M
1.76%
Sole
2M
Shared
0.00
None
271.64K
BOOKING HOLDINGS INC
SOLEShares94.28K
TypeSH
Market value$468.43M
1.66%
Sole
80.61K
Shared
0.00
None
13.67K
META PLATFORMS INC
SOLEShares672.37K
TypeSH
Market value$393.68M
1.39%
Sole
605.90K
Shared
0.00
None
66.47K
ARISTA NETWORKS INC
SOLEShares3.46M
TypeSH
Market value$382.71M
1.35%
Sole
2.91M
Shared
0.00
None
551.62K
GE VERNOVA INC
SOLEShares1.16M
TypeSH
Market value$379.97M
1.34%
Sole
959.78K
Shared
0.00
None
195.40K
MCKESSON CORP
SOLEShares610.04K
TypeSH
Market value$347.67M
1.23%
Sole
510.16K
Shared
0.00
None
99.88K
EDWARDS LIFESCIENCES CORP
SOLEShares4.62M
TypeSH
Market value$341.66M
1.21%
Sole
3.95M
Shared
0.00
None
661.46K
PALO ALTO NETWORKS INC
SOLEShares1.87M
TypeSH
Market value$339.64M
1.20%
Sole
1.56M
Shared
0.00
None
305.67K
LAM RESEARCH CORP
SOLEShares4.69M
TypeSH
Market value$338.80M
1.20%
Sole
3.94M
Shared
0.00
None
751.15K
GENERAL MTRS CO
SOLEShares6.10M
TypeSH
Market value$324.74M
1.15%
Sole
5.07M
Shared
0.00
None
1.03M
VISTRA CORP
SOLEShares2.21M
TypeSH
Market value$304.15M
1.08%
Sole
1.81M
Shared
0.00
None
400.70K
SPOTIFY TECHNOLOGY S A
SOLEShares660.58K
TypeSH
Market value$295.53M
1.05%
Sole
551.51K
Shared
0.00
None
109.06K
SYNCHRONY FINANCIAL
SOLEShares4.42M
TypeSH
Market value$286.99M
1.02%
Sole
3.48M
Shared
0.00
None
931.04K
ATLASSIAN CORPORATION
SOLEShares1.11M
TypeSH
Market value$269.54M
0.95%
Sole
916.49K
Shared
0.00
None
191K
TRAVELERS COMPANIES INC
SOLEShares1.09M
TypeSH
Market value$263.63M
0.93%
Sole
901.21K
Shared
0.00
None
193.20K
AIRBNB INC
SOLEShares1.91M
TypeSH
Market value$250.97M
0.89%
Sole
1.57M
Shared
0.00
None
341K
ELEVANCE HEALTH INC
SOLEShares658.66K
TypeSH
Market value$242.98M
0.86%
Sole
557.82K
Shared
0.00
None
100.84K
VERISIGN INC
SOLEShares1.10M
TypeSH
Market value$227.06M
0.80%
Sole
895.72K
Shared
0.00
None
201.41K
HUNT J B TRANS SVCS INC
SOLEShares1.32M
TypeSH
Market value$225.21M
0.80%
Sole
1.07M
Shared
0.00
None
244.93K
FORD MTR CO
SOLEShares22.51M
TypeSH
Market value$222.87M
0.79%
Sole
18.54M
Shared
0.00
None
3.97M
ARCHER DANIELS MIDLAND CO
SOLEShares4.21M
TypeSH
Market value$212.82M
0.75%
Sole
3.41M
Shared
0.00
None
805.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 6.90M | SH | $1.73B 6.12% | 5.91M | 0.00 | 999.07K |
NVIDIA CORPORATIONSOLE | COM | 12.34M | SH | $1.66B 5.86% | 10.49M | 0.00 | 1.84M |
MICROSOFT CORPSOLE | COM | 2.33M | SH | $980.70M 3.47% | 2.03M | 0.00 | 298.70K |
ALPHABET INCSOLE | CAP STK CL C | 2.63M | SH | $500.03M 1.77% | 2.31M | 0.00 | 311.41K |
AMAZON COM INCSOLE | COM | 2.27M | SH | $497.82M 1.76% | 2M | 0.00 | 271.64K |
BOOKING HOLDINGS INCSOLE | COM | 94.28K | SH | $468.43M 1.66% | 80.61K | 0.00 | 13.67K |
META PLATFORMS INCSOLE | CL A | 672.37K | SH | $393.68M 1.39% | 605.90K | 0.00 | 66.47K |
ARISTA NETWORKS INCSOLE | COM SHS | 3.46M | SH | $382.71M 1.35% | 2.91M | 0.00 | 551.62K |
GE VERNOVA INCSOLE | COM | 1.16M | SH | $379.97M 1.34% | 959.78K | 0.00 | 195.40K |
MCKESSON CORPSOLE | COM | 610.04K | SH | $347.67M 1.23% | 510.16K | 0.00 | 99.88K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 4.62M | SH | $341.66M 1.21% | 3.95M | 0.00 | 661.46K |
PALO ALTO NETWORKS INCSOLE | COM | 1.87M | SH | $339.64M 1.20% | 1.56M | 0.00 | 305.67K |
LAM RESEARCH CORPSOLE | COM NEW | 4.69M | SH | $338.80M 1.20% | 3.94M | 0.00 | 751.15K |
GENERAL MTRS COSOLE | COM | 6.10M | SH | $324.74M 1.15% | 5.07M | 0.00 | 1.03M |
VISTRA CORPSOLE | COM | 2.21M | SH | $304.15M 1.08% | 1.81M | 0.00 | 400.70K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 660.58K | SH | $295.53M 1.05% | 551.51K | 0.00 | 109.06K |
SYNCHRONY FINANCIALSOLE | COM | 4.42M | SH | $286.99M 1.02% | 3.48M | 0.00 | 931.04K |
ATLASSIAN CORPORATIONSOLE | CL A | 1.11M | SH | $269.54M 0.95% | 916.49K | 0.00 | 191K |
TRAVELERS COMPANIES INCSOLE | COM | 1.09M | SH | $263.63M 0.93% | 901.21K | 0.00 | 193.20K |
AIRBNB INCSOLE | COM CL A | 1.91M | SH | $250.97M 0.89% | 1.57M | 0.00 | 341K |
ELEVANCE HEALTH INCSOLE | COM | 658.66K | SH | $242.98M 0.86% | 557.82K | 0.00 | 100.84K |
VERISIGN INCSOLE | COM | 1.10M | SH | $227.06M 0.80% | 895.72K | 0.00 | 201.41K |
HUNT J B TRANS SVCS INCSOLE | COM | 1.32M | SH | $225.21M 0.80% | 1.07M | 0.00 | 244.93K |
FORD MTR COSOLE | COM | 22.51M | SH | $222.87M 0.79% | 18.54M | 0.00 | 3.97M |
ARCHER DANIELS MIDLAND COSOLE | COM | 4.21M | SH | $212.82M 0.75% | 3.41M | 0.00 | 805.08K |
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