Filed: 8/14/2025ACC: 0001085146-25-005239
📋 What this filing means
JACOBS LEVY EQUITY MANAGEMENT, INC filed this quarterly 13F‑HR report disclosing 1020 equity positions with a total reported market value of $25.51B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1020
Positions
$25.51B
Total AUM (reported)
440.26M
Total Shares
Allocation by class
COM$19.76B77.5%
CL A$2.16B8.5%
COM CL A$806.71M3.2%
COM NEW$631.44M2.5%
SHS$468.62M1.8%
COM SHS$422.41M1.7%
CAP STK CL C$420.97M1.7%
Portfolio Concentration
Top 3$3.81B15.0%
4–10$2.85B11.2%
11–25$3.64B14.3%
Rest$15.20B59.6%
Top 3 weight
15.0%
Top 10 weight
26.1%
Voting Authority Distribution
Total shares with voting rights: 440.26M
Sole
Full voting authority
350.80M
shares
% of voting shares79.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
89.46M
shares
% of voting shares20.3%
Investment Discretion (by position count)
Sole1020
Shared0
Other0
Dominant voting typeSole · 79.7% of voting shares
Institutional Holdings1020
Rows:
NVIDIA CORPORATION
SOLEShares9.91M
TypeSH
Market value$1.57B
6.14%
Sole
7.76M
Shared
0.00
None
2.15M
APPLE INC
SOLEShares5.89M
TypeSH
Market value$1.21B
4.74%
Sole
4.64M
Shared
0.00
None
1.26M
MICROSOFT CORP
SOLEShares2.09M
TypeSH
Market value$1.04B
4.08%
Sole
1.70M
Shared
0.00
None
386.63K
META PLATFORMS INC
SOLEShares728.09K
TypeSH
Market value$537.39M
2.11%
Sole
581.70K
Shared
0.00
None
146.39K
BOOKING HOLDINGS INC
SOLEShares73.74K
TypeSH
Market value$426.92M
1.67%
Sole
57.94K
Shared
0.00
None
15.81K
ALPHABET INC
SOLEShares2.37M
TypeSH
Market value$420.97M
1.65%
Sole
1.95M
Shared
0.00
None
419.42K
AMAZON COM INC
SOLEShares1.92M
TypeSH
Market value$420.23M
1.65%
Sole
1.55M
Shared
0.00
None
368.63K
QUALCOMM INC
SOLEShares2.34M
TypeSH
Market value$372.19M
1.46%
Sole
1.84M
Shared
0.00
None
501.03K
ARISTA NETWORKS INC
SOLEShares3.33M
TypeSH
Market value$341.00M
1.34%
Sole
2.53M
Shared
0.00
None
801.75K
MCKESSON CORP
SOLEShares449.56K
TypeSH
Market value$329.43M
1.29%
Sole
347.34K
Shared
0.00
None
102.21K
ADOBE INC
SOLEShares828.65K
TypeSH
Market value$320.59M
1.26%
Sole
648.28K
Shared
0.00
None
180.37K
OREILLY AUTOMOTIVE INC
SOLEShares3.41M
TypeSH
Market value$307.08M
1.20%
Sole
2.65M
Shared
0.00
None
753.40K
INTERACTIVE BROKERS GROUP IN
SOLEShares5.40M
TypeSH
Market value$299.04M
1.17%
Sole
4.06M
Shared
0.00
None
1.34M
EDWARDS LIFESCIENCES CORP
SOLEShares3.44M
TypeSH
Market value$269.08M
1.05%
Sole
2.59M
Shared
0.00
None
848.12K
VERISIGN INC
SOLEShares916.09K
TypeSH
Market value$264.57M
1.04%
Sole
672.45K
Shared
0.00
None
243.64K
GE VERNOVA INC
SOLEShares483.80K
TypeSH
Market value$256.00M
1.00%
Sole
363.70K
Shared
0.00
None
120.10K
TRAVELERS COMPANIES INC
SOLEShares934.42K
TypeSH
Market value$249.99M
0.98%
Sole
693.50K
Shared
0.00
None
240.92K
JABIL INC
SOLEShares1.11M
TypeSH
Market value$241.70M
0.95%
Sole
857.04K
Shared
0.00
None
251.19K
MASTERCARD INCORPORATED
SOLEShares425.12K
TypeSH
Market value$238.89M
0.94%
Sole
336.59K
Shared
0.00
None
88.53K
TARGET CORP
SOLEShares2.11M
TypeSH
Market value$208.37M
0.82%
Sole
1.62M
Shared
0.00
None
495.16K
SALESFORCE INC
SOLEShares745.39K
TypeSH
Market value$203.26M
0.80%
Sole
602.80K
Shared
0.00
None
142.59K
GENERAL MTRS CO
SOLEShares4.08M
TypeSH
Market value$201.01M
0.79%
Sole
3M
Shared
0.00
None
1.09M
FORTINET INC
SOLEShares1.85M
TypeSH
Market value$195.74M
0.77%
Sole
1.38M
Shared
0.00
None
475.89K
MONSTER BEVERAGE CORP NEW
SOLEShares3.06M
TypeSH
Market value$191.97M
0.75%
Sole
2.24M
Shared
0.00
None
826.17K
LENNOX INTL INC
SOLEShares332.56K
TypeSH
Market value$190.64M
0.75%
Sole
261.28K
Shared
0.00
None
71.28K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 9.91M | SH | $1.57B 6.14% | 7.76M | 0.00 | 2.15M |
APPLE INCSOLE | COM | 5.89M | SH | $1.21B 4.74% | 4.64M | 0.00 | 1.26M |
MICROSOFT CORPSOLE | COM | 2.09M | SH | $1.04B 4.08% | 1.70M | 0.00 | 386.63K |
META PLATFORMS INCSOLE | CL A | 728.09K | SH | $537.39M 2.11% | 581.70K | 0.00 | 146.39K |
BOOKING HOLDINGS INCSOLE | COM | 73.74K | SH | $426.92M 1.67% | 57.94K | 0.00 | 15.81K |
ALPHABET INCSOLE | CAP STK CL C | 2.37M | SH | $420.97M 1.65% | 1.95M | 0.00 | 419.42K |
AMAZON COM INCSOLE | COM | 1.92M | SH | $420.23M 1.65% | 1.55M | 0.00 | 368.63K |
QUALCOMM INCSOLE | COM | 2.34M | SH | $372.19M 1.46% | 1.84M | 0.00 | 501.03K |
ARISTA NETWORKS INCSOLE | COM SHS | 3.33M | SH | $341.00M 1.34% | 2.53M | 0.00 | 801.75K |
MCKESSON CORPSOLE | COM | 449.56K | SH | $329.43M 1.29% | 347.34K | 0.00 | 102.21K |
ADOBE INCSOLE | COM | 828.65K | SH | $320.59M 1.26% | 648.28K | 0.00 | 180.37K |
OREILLY AUTOMOTIVE INCSOLE | COM | 3.41M | SH | $307.08M 1.20% | 2.65M | 0.00 | 753.40K |
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 5.40M | SH | $299.04M 1.17% | 4.06M | 0.00 | 1.34M |
EDWARDS LIFESCIENCES CORPSOLE | COM | 3.44M | SH | $269.08M 1.05% | 2.59M | 0.00 | 848.12K |
VERISIGN INCSOLE | COM | 916.09K | SH | $264.57M 1.04% | 672.45K | 0.00 | 243.64K |
GE VERNOVA INCSOLE | COM | 483.80K | SH | $256.00M 1.00% | 363.70K | 0.00 | 120.10K |
TRAVELERS COMPANIES INCSOLE | COM | 934.42K | SH | $249.99M 0.98% | 693.50K | 0.00 | 240.92K |
JABIL INCSOLE | COM | 1.11M | SH | $241.70M 0.95% | 857.04K | 0.00 | 251.19K |
MASTERCARD INCORPORATEDSOLE | CL A | 425.12K | SH | $238.89M 0.94% | 336.59K | 0.00 | 88.53K |
TARGET CORPSOLE | COM | 2.11M | SH | $208.37M 0.82% | 1.62M | 0.00 | 495.16K |
SALESFORCE INCSOLE | COM | 745.39K | SH | $203.26M 0.80% | 602.80K | 0.00 | 142.59K |
GENERAL MTRS COSOLE | COM | 4.08M | SH | $201.01M 0.79% | 3M | 0.00 | 1.09M |
FORTINET INCSOLE | COM | 1.85M | SH | $195.74M 0.77% | 1.38M | 0.00 | 475.89K |
MONSTER BEVERAGE CORP NEWSOLE | COM | 3.06M | SH | $191.97M 0.75% | 2.24M | 0.00 | 826.17K |
LENNOX INTL INCSOLE | COM | 332.56K | SH | $190.64M 0.75% | 261.28K | 0.00 | 71.28K |
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