JACOBS LEVY EQUITY MANAGEMENT, INC
Sector Allocation
- Technology41.6%$11.6B
- Financials13.0%$3.6B
- Consumer Discretionary11.8%$3.3B
- Industrials10.8%$3.0B
- Healthcare10.4%$2.9B
- Consumer Staples3.9%$1.1B
- Energy2.9%$800.0M
- Materials2.1%$595.7M
- Real Estate1.7%$462.2M
- Communication Services1.0%$288.4M
AUM History
13fpro.ai/research/fund/jacobs-levy-equity-management-inc-884414
Conviction and streaks
Concentrating · top 10 = 27.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$1.8BGOOG
$1.4BAAPL
$1.1BMU
$756.7MMSFT
$648.2MKLAC
$521.1MBKNG
$395.8MFTNT
$394.0MAMZN
$386.1MCRWD
$367.9MBNY
$315.6MTGT
$296.2MIBKR
$295.9MFIX
$287.0MGM
$269.3MSNDK
$265.3MEW
$250.8MVLO
$238.0MEME
$235.5MVRSN
$231.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/jacobs-levy-equity-management-inc-884414
JACOBS LEVY EQUITY MANAGEMENT, INC 13F holdings — Q2 2026
$27.8B portfolio (+16.9% QoQ) · 934 holdings · Q2 2026 13F · top 10 are 28% of the stock portfolio
$1.8B
6.4% of stocks
+7%This quarter-3.2%Since filed7+ qtrsHeld$1.4B
5.0% of stocks
+15%This quarter-7.8%Since filed7+ qtrsHeld$1.1B
3.8% of stocks
-20%This quarter+13.5%Since filed7+ qtrsHeld$756.7M
2.7% of stocks
+20%This quarter-4.4%Since filed4 qtrsHeld$648.2M
2.3% of stocks
+7%This quarter+7.3%Since filed7+ qtrsHeld$521.1M
1.9% of stocks
NewThis quarter-24.6%Since filedNew this quarterHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$395.8M
1.4% of stocks
+2606%This quarter-29.2%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$394.0M
1.4% of stocks
-16%This quarter+15.6%Since filed7+ qtrsHeld$386.1M
1.4% of stocks
+21%This quarter-3.6%Since filed7+ qtrsHeld$367.9M
1.3% of stocks
+456%This quarter+23.5%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row
All holdings — JACOBS LEVY EQUITY MANAGEMENT, INC (Q2 2026)
934 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Bank of New York Mellon Corp | Financials | $315.6M | 1.1% | 2.18M | +9% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | TARGET CORP | Consumer Staples | $296.2M | 1.1% | 2.27M | -4% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Interactive Brokers Group, Inc. | Financials | $295.9M | 1.1% | 3.40M | -14% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | COMFORT SYSTEMS USA INC | Industrials | $287.0M | 1.0% | 145K | +51% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | General Motors Co | Consumer Discretionary | $269.3M | 1.0% | 3.49M | +2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Sandisk Corp | Technology | $265.3M | 0.9% | 117K | +1343% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Edwards Lifesciences Corp | Healthcare | $250.8M | 0.9% | 2.77M | -5% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | VALERO ENERGY CORP/TX | Energy | $238.0M | 0.9% | 914K | +13% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | EMCOR Group, Inc. | Industrials | $235.5M | 0.8% | 284K | -7% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | VERISIGN INC/CA | Technology | $231.7M | 0.8% | 921K | +0.2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | LAM RESEARCH CORP | Technology | $231.1M | 0.8% | 533K | +11% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Broadcom Inc. | Technology | $228.8M | 0.8% | 606K | +23% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CENTENE CORP | Healthcare | $219.3M | 0.8% | 3.42M | +8% | 4 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | SOUTHWEST AIRLINES CO | Industrials | $212.9M | 0.8% | 4.14M | +58% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | SYNOPSYS INC | Technology | $199.9M | 0.7% | 448K | +147% | 4 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ALLY | Ally Financial Inc. | Financials | $192.2M | 0.7% | 4.18M | -0.3% | |||
| 27 | $C | CITIGROUP INC | Financials | $185.0M | 0.7% | 1.32M | -6% | |||
| 28 | $WST | WEST PHARMACEUTICAL SERVICES INC | Healthcare | $182.3M | 0.7% | 508K | -28% | |||
| 29 | $MCK | MCKESSON CORP | Consumer Staples | $180.6M | 0.7% | 239K | -10% | |||
| 30 | $ALGN | ALIGN TECHNOLOGY INC | Healthcare | $180.3M | 0.7% | 1.07M | +4% | |||
| 31 | $AAL | American Airlines Group Inc. | Industrials | $175.2M | 0.6% | 9.70M | New | |||
| 32 | $LVS | LAS VEGAS SANDS CORP | Consumer Discretionary | $174.9M | 0.6% | 3.79M | +39% | |||
| 33 | $EBAY | EBAY INC | Consumer Discretionary | $172.6M | 0.6% | 1.54M | +57% | |||
| 34 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $164.2M | 0.6% | 2.15M | -7% | |||
| 35 | $SYY | SYSCO CORP | Consumer Discretionary | $162.0M | 0.6% | 1.94M | New | |||
| 36 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $159.9M | 0.6% | 257K | +20% | |||
| 37 | $PSX | Phillips 66 | Energy | $159.8M | 0.6% | 945K | -8% | |||
| 38 | $NTRS | NORTHERN TRUST CORP | Financials | $158.2M | 0.6% | 910K | +171% | |||
| 39 | $LSTR | LANDSTAR SYSTEM INC | Industrials | $153.6M | 0.6% | 742K | -0.4% | |||
| 40 | $SNEX | StoneX Group Inc. | Financials | $153.5M | 0.6% | 1.30M | +276% | |||
| 41 | $TXN | TEXAS INSTRUMENTS INC | Technology | $150.5M | 0.5% | 505K | -41% | |||
| 42 | $DECK | DECKERS OUTDOOR CORP | Consumer Discretionary | $149.3M | 0.5% | 1.50M | -0.1% | |||
| 43 | $CART | Maplebear Inc. | Industrials | $148.9M | 0.5% | 3.15M | +20% | |||
| 44 | $AGX | ARGAN INC | Industrials | $148.7M | 0.5% | 186K | -22% | |||
| 45 | $NU | Nu Holdings Ltd. | Financials | $144.6M | 0.5% | 10.82M | -4% | |||
| 46 | $ADBE | ADOBE INC. | Technology | $140.2M | 0.5% | 684K | -15% | |||
| 47 | $VRNS | VARONIS SYSTEMS INC | Technology | $139.8M | 0.5% | 3.33M | +29% | |||
| 48 | $META | Meta Platforms, Inc. | Technology | $135.6M | 0.5% | 241K | -41% | |||
| 49 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $135.5M | 0.5% | 145K | +71% | |||
| 50 | $BPOP | POPULAR, INC. | Financials | $132.5M | 0.5% | 807K | -1% | |||
| 51 | $CPT | CAMDEN PROPERTY TRUST | Real Estate | $131.5M | 0.5% | 1.15M | +2% | |||
| 52 | $STT | STATE STREET CORP | Financials | $128.1M | 0.5% | 755K | +62% | |||
| 53 | $POWL | POWELL INDUSTRIES INC | Technology | $126.4M | 0.5% | 441K | +256% | |||
| 54 | $JBHT | HUNT J B TRANSPORT SERVICES INC | Industrials | $125.2M | 0.5% | 433K | +9% | |||
| 55 | $MTCH | Match Group, Inc. | Technology | $124.1M | 0.5% | 3.26M | +4% | |||
| 56 | $NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | $122.4M | 0.4% | 726K | +40% | |||
| 57 | $ESS | ESSEX PROPERTY TRUST, INC. | Real Estate | $121.4M | 0.4% | 416K | -2% | |||
| 58 | $DBX | DROPBOX, INC. | Technology | $119.7M | 0.4% | 4.36M | -9% | |||
| 59 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $119.2M | 0.4% | 1.86M | +45% | |||
| 60 | $MOH | MOLINA HEALTHCARE, INC. | Healthcare | $115.5M | 0.4% | 505K | +44% | |||
| 61 | $SF | STIFEL FINANCIAL CORP | Financials | $110.9M | 0.4% | 1.59M | +16% | |||
| 62 | $MANH | MANHATTAN ASSOCIATES INC | Technology | $110.3M | 0.4% | 792K | -7% | |||
| 63 | $BBY | BEST BUY CO INC | Consumer Discretionary | $107.1M | 0.4% | 1.41M | +18% | |||
| 64 | $GGG | GRACO INC | Industrials | $103.3M | 0.4% | 1.37M | +28% | |||
| 65 | $DPZ | DOMINOS PIZZA INC | Consumer Discretionary | $102.9M | 0.4% | 348K | +15% | |||
| 66 | $RBLX | Roblox Corp | Technology | $102.8M | 0.4% | 1.89M | +54% | |||
| 67 | $CCK | CROWN HOLDINGS, INC. | Industrials | $100.4M | 0.4% | 898K | -14% | |||
| 68 | $NTNX | Nutanix, Inc. | Technology | $100.0M | 0.4% | 1.96M | -6% | |||
| 69 | $DKNG | DraftKings Inc. | Communication Services | $100.0M | 0.4% | 3.96M | -5% | |||
| 70 | $RARE | Ultragenyx Pharmaceutical Inc. | Healthcare | $98.2M | 0.3% | 2.94M | +105% | |||
| 71 | $MET | METLIFE INC | Financials | $98.1M | 0.3% | 1.16M | +27% | |||
| 72 | $LMT | LOCKHEED MARTIN CORP | Industrials | $95.5M | 0.3% | 188K | -55% | |||
| 73 | $R | RYDER SYSTEM INC | Consumer Discretionary | $94.5M | 0.3% | 358K | +0.2% | |||
| 74 | $ZS | Zscaler, Inc. | Technology | $93.2M | 0.3% | 660K | +123% | |||
| 75 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $92.6M | 0.3% | 1.05M | +455% | |||
| 76 | $CRUS | CIRRUS LOGIC, INC. | Technology | $91.5M | 0.3% | 616K | +2% | |||
| 77 | $DOCU | DOCUSIGN, INC. | Technology | $90.8M | 0.3% | 2.04M | +5% | |||
| 78 | $CVX | CHEVRON CORP | Energy | $88.1M | 0.3% | 532K | -23% | |||
| 79 | $GL | GLOBE LIFE INC. | Financials | $87.6M | 0.3% | 491K | -15% | |||
| 80 | $LEA | LEAR CORP | Industrials | $87.6M | 0.3% | 654K | -1% | |||
| 81 | $OSCR | Oscar Health, Inc. | Healthcare | $86.3M | 0.3% | 3.03M | +22% | |||
| 82 | $TEAM | Atlassian Corp | Technology | $85.5M | 0.3% | 1.10M | +13% | |||
| 83 | $BFH | BREAD FINANCIAL HOLDINGS, INC. | Financials | $83.4M | 0.3% | 770K | -19% | |||
| 84 | $INCY | INCYTE CORP | Healthcare | $83.0M | 0.3% | 732K | -57% | |||
| 85 | $SYF | Synchrony Financial | Financials | $82.9M | 0.3% | 1.09M | -35% | |||
| 86 | $CVLT | COMMVAULT SYSTEMS INC | Technology | $82.3M | 0.3% | 581K | +107% | |||
| 87 | $JHX | James Hardie Industries plc | Materials | $81.9M | 0.3% | 3.13M | -24% | |||
| 88 | $INTU | INTUIT INC. | Technology | $80.2M | 0.3% | 307K | New | |||
| 89 | $MMM | 3M CO | Healthcare | $80.0M | 0.3% | 494K | +731% | |||
| 90 | $CRBD | Corebridge Financial, Inc. | Financials | $79.7M | 0.3% | 2.78M | -1% | |||
| 91 | $LULU | lululemon athletica inc. | Consumer Discretionary | $79.5M | 0.3% | 696K | +4377% | |||
| 92 | $CALY | Callaway Golf Co | Consumer Discretionary | $79.4M | 0.3% | 4.23M | +11% | |||
| 93 | $ALB | ALBEMARLE CORP | Materials | $78.6M | 0.3% | 582K | +2% | |||
| 94 | $LNTH | Lantheus Holdings, Inc. | Healthcare | $77.6M | 0.3% | 700K | +21% | |||
| 95 | $TXG | 10x Genomics, Inc. | Healthcare | $77.4M | 0.3% | 2.02M | -12% | |||
| 96 | $RGA | REINSURANCE GROUP OF AMERICA INC | Financials | $77.3M | 0.3% | 364K | -27% | |||
| 97 | $PINS | PINTEREST, INC. | Technology | $76.2M | 0.3% | 3.63M | +138% | |||
| 98 | $TSN | TYSON FOODS, INC. | Consumer Staples | $76.1M | 0.3% | 1.33M | -15% | |||
| 99 | $WERN | WERNER ENTERPRISES INC | Industrials | $74.9M | 0.3% | 1.72M | +55% | |||
| 100 | $EVR | Evercore Inc. | Financials | $74.2M | 0.3% | 217K | +50% | |||
| 101 | $SCHW | SCHWAB CHARLES CORP | Financials | $70.3M | 0.3% | 761K | +7007% | |||
| 102 | $PII | Polaris Inc. | Industrials | $69.8M | 0.3% | 1.02M | +56% | |||
| 103 | $EG | EVEREST GROUP, LTD. | Financials | $67.7M | 0.2% | 189K | -18% | |||
| 104 | $RDDT | Reddit, Inc. | Technology | $66.2M | 0.2% | 381K | New | |||
| 105 | $KLIC | KULICKE & SOFFA INDUSTRIES INC | Technology | $66.1M | 0.2% | 494K | -48% | |||
| 106 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $63.8M | 0.2% | 127K | -3% | |||
| 107 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $63.7M | 0.2% | 273K | -48% | |||
| 108 | $FSLR | FIRST SOLAR, INC. | Technology | $62.3M | 0.2% | 264K | +75% | |||
| 109 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $62.1M | 0.2% | 575K | -2% | |||
| 110 | $CORT | CORCEPT THERAPEUTICS INC | Healthcare | $60.5M | 0.2% | 696K | New | |||
| 111 | $FLR | FLUOR CORP | Industrials | $60.3M | 0.2% | 1.15M | +132% | |||
| 112 | $ARCB | ARCBEST CORP /TX/ | Industrials | $59.7M | 0.2% | 416K | -7% | |||
| 113 | $TSLA | Tesla, Inc. | Consumer Discretionary | $59.4M | 0.2% | 141K | -3% | |||
| 114 | $AU | AngloGold Ashanti PLC | Materials | $58.8M | 0.2% | 727K | New | |||
| 115 | $JBL | JABIL INC | Technology | $58.4M | 0.2% | 152K | -55% | |||
| 116 | $SIGI | SELECTIVE INSURANCE GROUP INC | Financials | $58.3M | 0.2% | 601K | +9% | |||
| 117 | $YOU | Clear Secure, Inc. | Technology | $57.9M | 0.2% | 1.04M | -10% | |||
| 118 | $RAL | Ralliant Corp | Technology | $57.1M | 0.2% | 775K | +5% | |||
| 119 | $LGN | Legence Corp. | Industrials | $56.1M | 0.2% | 659K | New | |||
| 120 | $CPNG | Coupang, Inc. | Consumer Discretionary | $52.4M | 0.2% | 3.02M | -60% | |||
| 121 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $52.0M | 0.2% | 641K | -0.6% | |||
| 122 | $SWX | Southwest Gas Holdings, Inc. | Energy | $51.9M | 0.2% | 585K | +115% | |||
| 123 | $WLK | WESTLAKE CORP | Materials | $51.8M | 0.2% | 709K | +103% | |||
| 124 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $51.7M | 0.2% | 102K | -10% | |||
| 125 | $WSO | WATSCO INC | Consumer Discretionary | $51.6M | 0.2% | 124K | -16% | |||
| 126 | $DAN | DANA Inc | Industrials | $51.5M | 0.2% | 1.89M | -9% | |||
| 127 | $TPC | TUTOR PERINI CORP | Industrials | $50.2M | 0.2% | 605K | +36% | |||
| 128 | $CMC | COMMERCIAL METALS Co | Materials | $49.8M | 0.2% | 794K | -44% | |||
| 129 | $CLX | CLOROX CO /DE/ | Consumer Staples | $49.5M | 0.2% | 518K | +37% | |||
| 130 | $AIP | Arteris, Inc. | Technology | $47.7M | 0.2% | 982K | +62% | |||
| 131 | $SEDG | SOLAREDGE TECHNOLOGIES, INC. | Technology | $47.7M | 0.2% | 816K | +109% | |||
| 132 | $JXN | Jackson Financial Inc. | Financials | $47.6M | 0.2% | 465K | -1% | |||
| 133 | $CVNA | CARVANA CO. | Consumer Discretionary | $44.9M | 0.2% | 682K | +391% | |||
| 134 | $BCC | BOISE CASCADE Co | Consumer Discretionary | $44.5M | 0.2% | 573K | +29% | |||
| 135 | $TREX | TREX CO INC | Industrials | $43.8M | 0.2% | 875K | -31% | |||
| 136 | $W | Wayfair Inc. | Consumer Discretionary | $43.4M | 0.2% | 470K | -31% | |||
| 137 | $AMBA | AMBARELLA INC | Technology | $43.3M | 0.2% | 504K | +38% | |||
| 138 | $SMG | SCOTTS MIRACLE-GRO CO | Materials | $42.6M | 0.1% | 625K | -8% | |||
| 139 | $RH | RH | Consumer Discretionary | $42.5M | 0.1% | 258K | +4% | |||
| 140 | $SPHR | Sphere Entertainment Co. | Communication Services | $42.2M | 0.1% | 244K | -7% | |||
| 141 | $SONO | Sonos Inc | Technology | $41.9M | 0.1% | 3.10M | +2% | |||
| 142 | $CFR | CULLEN/FROST BANKERS, INC. | Financials | $41.7M | 0.1% | 270K | -2% | |||
| 143 | $AMH | American Homes 4 Rent | Real Estate | $41.6M | 0.1% | 1.24M | +124% | |||
| 144 | $ZTS | Zoetis Inc. | Healthcare | $41.6M | 0.1% | 579K | +90% | |||
| 145 | $CNM | Core & Main, Inc. | Consumer Discretionary | $41.6M | 0.1% | 862K | +1708% | |||
| 146 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $40.7M | 0.1% | 707K | -9% | |||
| 147 | $FIVE | FIVE BELOW, INC | Consumer Discretionary | $40.7M | 0.1% | 226K | +17% | |||
| 148 | $ETSY | ETSY INC | Industrials | $40.3M | 0.1% | 535K | -41% | |||
| 149 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $40.1M | 0.1% | 1.27M | New | |||
| 150 | $ATKR | Atkore Inc. | Technology | $39.5M | 0.1% | 519K | +51% |
What changed in Q2 2026
Against the previous quarter's 13F: 158 new, 320 added to, 437 trimmed, 177 sold out. Share-count changes; largest moves by dollar size first.
New positions (158)
$AALAmerican Airlines Group Inc.$175.2M
first bought this quarter
$SYYSYSCO CORP$162.0M
first bought this quarter
$INTUINTUIT INC.$80.2M
first bought this quarter
$CORTCORCEPT THERAPEUTICS INC$60.5M
first bought this quarter
$AUAngloGold Ashanti PLC$58.8M
first bought this quarter
$LGNLegence Corp.$56.1M
first bought this quarter
+152 more in the Excel export
Added to (320)
now $395.8M · held 7+ qtrs, 3 adds in a row
now $367.9M · held 7+ qtrs, 4 adds in a row
now $265.3M · held 4 qtrs
now $1.4B · held 7+ qtrs, 3 adds in a row
now $756.7M · held 4 qtrs, 4 adds in a row
$SNPSSYNOPSYS INC+147%
now $199.9M · held 4 qtrs, 4 adds in a row
+314 more in the Excel export
Trimmed (437)
$QCOMQUALCOMM INC/DE-100%
now $252K
now $1.1B · held 7+ qtrs, 5 trims in a row
$NOWServiceNow, Inc.-96%
now $10.8M
$MASMASCO CORP /DE/-100%
now $660K
$TRVTRAVELERS COMPANIES, INC.-97%
now $3.8M
$DOCNDigitalOcean Holdings, Inc.-97%
now $4.6M
+431 more in the Excel export
Sold out (177)
$ROKUROKU, INCwas $139.3M
held 6+ qtrs
$OTISOtis Worldwide Corpwas $103.1M
held 6+ qtrs
$MNSTMonster Beverage Corpwas $93.1M
held 5 qtrs
$FCNFTI CONSULTING, INCwas $62.5M
held 6+ qtrs
$DVNDEVON ENERGY CORP/DEwas $33.5M
held 3 qtrs
$TENBTenable Holdings, Inc.was $31.2M
+171 more in the Excel export
Holdings by quarter
Every 13F JACOBS LEVY EQUITY MANAGEMENT, INC has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow JACOBS LEVY EQUITY MANAGEMENT?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of JACOBS LEVY EQUITY MANAGEMENT's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-1.6%
Value-weighted move of the 10 largest stock positions
Turnover
22%
Last quarter; 66% over the last 4
Top 10 weight
28%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
83%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
JACOBS LEVY EQUITY MANAGEMENT, INC disclosed 934 positions worth $27.8B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 6.4% of the equity portfolio, followed by $GOOG and $AAPL. During the quarter the fund opened 158 new positions and exited 177 — including a new stake in $AAL and a full exit from $ROKU. The portfolio is most concentrated in Technology (41.6% of disclosed assets). All figures are sourced directly from JACOBS LEVY EQUITY MANAGEMENT, INC’s Form 13F-HR filing with the SEC under CIK 884414.
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