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JACOBS LEVY EQUITY MANAGEMENT, INC

hedge fundUpdated 27 days ago

Managed by Jacobs Levy Equity Management, Inc • Latest filing Q2 2026

Portfolio value
$27.8B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
18.3%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$16.3B
Q2 2023$17.4B
Q3 2023$16.9B
Q4 2023$19.8B
Q1 2024$22.4B
Q2 2024$24.2B
Q3 2024$25.9B
Q4 2024$28.3B
Q1 2025$25.2B
Q2 2025$25.5B
Q3 2025$25.2B
Q4 2025$25.9B
Q1 2026$23.8B
Q2 2026$27.8B

Top holdings

934 positions as of Q2 2026

View filing
N

NVIDIA CORPORATION

Value
$1.8B
Shares
8.84M
% Port
6.36%
G

ALPHABET INC

Value
$1.4B
Shares
3.96M
% Port
5.03%
A

APPLE INC

Value
$1.1B
Shares
3.64M
% Port
3.79%
M
4.MU

MICRON TECHNOLOGY INC

Value
$756.7M
Shares
655.5K
% Port
2.72%
M

MICROSOFT CORP

Value
$648.2M
Shares
1.74M
% Port
2.33%
K

KLA CORP

Value
$521.1M
Shares
1.73M
% Port
1.87%
B

BOOKING HOLDINGS INC

Value
$395.8M
Shares
2.22M
% Port
1.42%
F

FORTINET INC

Value
$394M
Shares
2.56M
% Port
1.42%
A

AMAZON COM INC

Value
$386.1M
Shares
1.62M
% Port
1.39%
C
10.CRWD

CROWDSTRIKE HLDGS INC

Value
$367.9M
Shares
482.1K
% Port
1.32%
B

BANK OF NY MELLON CORP

Value
$315.6M
Shares
2.18M
% Port
1.14%
T
12.TGT

TARGET CORP

Value
$296.2M
Shares
2.27M
% Port
1.07%
I
13.IBKR

INTERACTIVE BROKERS GROUP IN

Value
$295.9M
Shares
3.40M
% Port
1.06%
F
14.FIX

COMFORT SYS USA INC

Value
$287M
Shares
144.8K
% Port
1.03%
G
15.GM

GENERAL MTRS CO

Value
$269.3M
Shares
3.49M
% Port
0.97%
S
16.SNDK

SANDISK CORP

Value
$265.3M
Shares
116.7K
% Port
0.95%
E
17.EW

EDWARDS LIFESCIENCES CORP

Value
$250.8M
Shares
2.77M
% Port
0.90%
V
18.VLO

VALERO ENERGY CORP

Value
$238M
Shares
913.7K
% Port
0.86%
E
19.EME

EMCOR GROUP INC

Value
$235.5M
Shares
283.8K
% Port
0.85%
V
20.VRSN

VERISIGN INC

Value
$231.7M
Shares
921.2K
% Port
0.83%

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