Filed: 5/15/2025ACC: 0001085146-25-003292
📋 What this filing means
JACOBS LEVY EQUITY MANAGEMENT, INC filed this quarterly 13F‑HR report disclosing 1060 equity positions with a total reported market value of $25.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1060
Positions
$25.21B
Total AUM (reported)
448.08M
Total Shares
Allocation by class
COM$19.28B76.5%
CL A$2.07B8.2%
COM NEW$792.65M3.1%
COM CL A$652.02M2.6%
SHS$514.09M2.0%
CAP STK CL C$413.46M1.6%
COM SHS$403.33M1.6%
Portfolio Concentration
Top 3$3.52B14.0%
4–10$2.67B10.6%
11–25$3.41B13.5%
Rest$15.61B61.9%
Top 3 weight
14.0%
Top 10 weight
24.6%
Voting Authority Distribution
Total shares with voting rights: 448.08M
Sole
Full voting authority
364.25M
shares
% of voting shares81.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
83.83M
shares
% of voting shares18.7%
Investment Discretion (by position count)
Sole1060
Shared0
Other0
Dominant voting typeSole · 81.3% of voting shares
Institutional Holdings1060
Rows:
APPLE INC
SOLEShares6.85M
TypeSH
Market value$1.52B
6.04%
Sole
5.47M
Shared
0.00
None
1.38M
NVIDIA CORPORATION
SOLEShares9.55M
TypeSH
Market value$1.03B
4.11%
Sole
7.78M
Shared
0.00
None
1.77M
MICROSOFT CORP
SOLEShares2.57M
TypeSH
Market value$965.20M
3.83%
Sole
2.15M
Shared
0.00
None
423.55K
META PLATFORMS INC
SOLEShares804.77K
TypeSH
Market value$463.84M
1.84%
Sole
657.20K
Shared
0.00
None
147.58K
AMAZON COM INC
SOLEShares2.22M
TypeSH
Market value$422.40M
1.68%
Sole
1.84M
Shared
0.00
None
377.50K
ALPHABET INC
SOLEShares2.65M
TypeSH
Market value$413.46M
1.64%
Sole
2.22M
Shared
0.00
None
422.51K
BOOKING HOLDINGS INC
SOLEShares88.49K
TypeSH
Market value$407.67M
1.62%
Sole
71.59K
Shared
0.00
None
16.91K
MCKESSON CORP
SOLEShares521.31K
TypeSH
Market value$350.84M
1.39%
Sole
412.58K
Shared
0.00
None
108.74K
EDWARDS LIFESCIENCES CORP
SOLEShares4.36M
TypeSH
Market value$316.19M
1.25%
Sole
3.51M
Shared
0.00
None
848.12K
VERISIGN INC
SOLEShares1.16M
TypeSH
Market value$293.83M
1.17%
Sole
904.13K
Shared
0.00
None
253.29K
PALO ALTO NETWORKS INC
SOLEShares1.72M
TypeSH
Market value$292.68M
1.16%
Sole
1.35M
Shared
0.00
None
361.57K
ARISTA NETWORKS INC
SOLEShares3.63M
TypeSH
Market value$281.02M
1.11%
Sole
2.83M
Shared
0.00
None
801.75K
ADOBE INC
SOLEShares728.25K
TypeSH
Market value$279.31M
1.11%
Sole
572.31K
Shared
0.00
None
155.94K
TRAVELERS COMPANIES INC
SOLEShares1.01M
TypeSH
Market value$267.74M
1.06%
Sole
771.50K
Shared
0.00
None
240.92K
MASTERCARD INCORPORATED
SOLEShares484.87K
TypeSH
Market value$265.77M
1.05%
Sole
396.34K
Shared
0.00
None
88.53K
SPOTIFY TECHNOLOGY S A
SOLEShares480.92K
TypeSH
Market value$264.52M
1.05%
Sole
383.89K
Shared
0.00
None
97.03K
LAM RESEARCH CORP
SOLEShares3.21M
TypeSH
Market value$233.71M
0.93%
Sole
2.41M
Shared
0.00
None
805.89K
TRACTOR SUPPLY CO
SOLEShares4.17M
TypeSH
Market value$229.99M
0.91%
Sole
3.19M
Shared
0.00
None
980.48K
INTERACTIVE BROKERS GROUP IN
SOLEShares1.23M
TypeSH
Market value$203.71M
0.81%
Sole
916.18K
Shared
0.00
None
314.03K
HUNT J B TRANS SVCS INC
SOLEShares1.35M
TypeSH
Market value$199.36M
0.79%
Sole
1M
Shared
0.00
None
343.69K
PHILLIPS 66
SOLEShares1.55M
TypeSH
Market value$191.69M
0.76%
Sole
1.23M
Shared
0.00
None
322.60K
AUTOMATIC DATA PROCESSING IN
SOLEShares609K
TypeSH
Market value$186.07M
0.74%
Sole
460.13K
Shared
0.00
None
148.87K
LENNOX INTL INC
SOLEShares308.79K
TypeSH
Market value$173.18M
0.69%
Sole
252.21K
Shared
0.00
None
56.58K
ELEVANCE HEALTH INC
SOLEShares393.67K
TypeSH
Market value$171.23M
0.68%
Sole
326.85K
Shared
0.00
None
66.82K
ALLY FINL INC
SOLEShares4.66M
TypeSH
Market value$169.91M
0.67%
Sole
3.70M
Shared
0.00
None
956.38K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 6.85M | SH | $1.52B 6.04% | 5.47M | 0.00 | 1.38M |
NVIDIA CORPORATIONSOLE | COM | 9.55M | SH | $1.03B 4.11% | 7.78M | 0.00 | 1.77M |
MICROSOFT CORPSOLE | COM | 2.57M | SH | $965.20M 3.83% | 2.15M | 0.00 | 423.55K |
META PLATFORMS INCSOLE | CL A | 804.77K | SH | $463.84M 1.84% | 657.20K | 0.00 | 147.58K |
AMAZON COM INCSOLE | COM | 2.22M | SH | $422.40M 1.68% | 1.84M | 0.00 | 377.50K |
ALPHABET INCSOLE | CAP STK CL C | 2.65M | SH | $413.46M 1.64% | 2.22M | 0.00 | 422.51K |
BOOKING HOLDINGS INCSOLE | COM | 88.49K | SH | $407.67M 1.62% | 71.59K | 0.00 | 16.91K |
MCKESSON CORPSOLE | COM | 521.31K | SH | $350.84M 1.39% | 412.58K | 0.00 | 108.74K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 4.36M | SH | $316.19M 1.25% | 3.51M | 0.00 | 848.12K |
VERISIGN INCSOLE | COM | 1.16M | SH | $293.83M 1.17% | 904.13K | 0.00 | 253.29K |
PALO ALTO NETWORKS INCSOLE | COM | 1.72M | SH | $292.68M 1.16% | 1.35M | 0.00 | 361.57K |
ARISTA NETWORKS INCSOLE | COM SHS | 3.63M | SH | $281.02M 1.11% | 2.83M | 0.00 | 801.75K |
ADOBE INCSOLE | COM | 728.25K | SH | $279.31M 1.11% | 572.31K | 0.00 | 155.94K |
TRAVELERS COMPANIES INCSOLE | COM | 1.01M | SH | $267.74M 1.06% | 771.50K | 0.00 | 240.92K |
MASTERCARD INCORPORATEDSOLE | CL A | 484.87K | SH | $265.77M 1.05% | 396.34K | 0.00 | 88.53K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 480.92K | SH | $264.52M 1.05% | 383.89K | 0.00 | 97.03K |
LAM RESEARCH CORPSOLE | COM NEW | 3.21M | SH | $233.71M 0.93% | 2.41M | 0.00 | 805.89K |
TRACTOR SUPPLY COSOLE | COM | 4.17M | SH | $229.99M 0.91% | 3.19M | 0.00 | 980.48K |
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 1.23M | SH | $203.71M 0.81% | 916.18K | 0.00 | 314.03K |
HUNT J B TRANS SVCS INCSOLE | COM | 1.35M | SH | $199.36M 0.79% | 1M | 0.00 | 343.69K |
PHILLIPS 66SOLE | COM | 1.55M | SH | $191.69M 0.76% | 1.23M | 0.00 | 322.60K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 609K | SH | $186.07M 0.74% | 460.13K | 0.00 | 148.87K |
LENNOX INTL INCSOLE | COM | 308.79K | SH | $173.18M 0.69% | 252.21K | 0.00 | 56.58K |
ELEVANCE HEALTH INCSOLE | COM | 393.67K | SH | $171.23M 0.68% | 326.85K | 0.00 | 66.82K |
ALLY FINL INCSOLE | COM | 4.66M | SH | $169.91M 0.67% | 3.70M | 0.00 | 956.38K |
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