JACOBS LEVY EQUITY MANAGEMENT, INC
Q2 2026 13F filing
Updated 27 days ago934 disclosed positions worth $27.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $1.8B | 8.84M | 6.36% | — |
| 2 | G GOOGN ALPHABET INC | $1.4B | 3.96M | 5.03% | — |
| 3 | A AAPL APPLE INC | $1.1B | 3.64M | 3.79% | — |
| 4 | M MU MICRON TECHNOLOGY INC | $756.7M | 655.5K | 2.72% | — |
| 5 | M MSFT MICROSOFT CORP | $648.2M | 1.74M | 2.33% | — |
| 6 | K KLAC KLA CORP | $521.1M | 1.73M | 1.87% | — |
| 7 | B BKNG BOOKING HOLDINGS INC | $395.8M | 2.22M | 1.42% | — |
| 8 | F FTNT FORTINET INC | $394M | 2.56M | 1.42% | — |
| 9 | A AMZN AMAZON COM INC | $386.1M | 1.62M | 1.39% | — |
| 10 | C CRWD CROWDSTRIKE HLDGS INC | $367.9M | 482.1K | 1.32% | — |
| 11 | B BNY-PK BANK OF NY MELLON CORP | $315.6M | 2.18M | 1.14% | — |
| 12 | T TGT TARGET CORP | $296.2M | 2.27M | 1.07% | — |
| 13 | I IBKR INTERACTIVE BROKERS GROUP IN | $295.9M | 3.40M | 1.06% | — |
| 14 | F FIX COMFORT SYS USA INC | $287M | 144.8K | 1.03% | — |
| 15 | G GM GENERAL MTRS CO | $269.3M | 3.49M | 0.97% | — |
| 16 | S SNDK SANDISK CORP | $265.3M | 116.7K | 0.95% | — |
| 17 | E EW EDWARDS LIFESCIENCES CORP | $250.8M | 2.77M | 0.90% | — |
| 18 | V VLO VALERO ENERGY CORP | $238M | 913.7K | 0.86% | — |
| 19 | E EME EMCOR GROUP INC | $235.5M | 283.8K | 0.85% | — |
| 20 | V VRSN VERISIGN INC | $231.7M | 921.2K | 0.83% | — |
| 21 | L LRCX LAM RESEARCH CORP | $231.1M | 533.2K | 0.83% | — |
| 22 | A AVGO BROADCOM INC | $228.8M | 605.7K | 0.82% | — |
| 23 | C CNC CENTENE CORP DEL | $219.3M | 3.42M | 0.79% | — |
| 24 | L LUV SOUTHWEST AIRLS CO | $212.9M | 4.14M | 0.77% | — |
| 25 | S SNPS SYNOPSYS INC | $199.9M | 448.1K | 0.72% | — |
| 26 | A ALLY ALLY FINL INC | $192.2M | 4.18M | 0.69% | — |
| 27 | C C-PR CITIGROUP INC | $185M | 1.32M | 0.67% | — |
| 28 | W WST WEST PHARMACEUTICAL SVSC INC | $182.3M | 507.8K | 0.66% | — |
| 29 | M MCK MCKESSON CORP | $180.6M | 239.1K | 0.65% | — |
| 30 | A ALGN ALIGN TECHNOLOGY INC | $180.3M | 1.07M | 0.65% | — |
| 31 | A AAL AMERICAN AIRLINES GROUP INC | $175.2M | 9.70M | 0.63% | — |
| 32 | L LVS LAS VEGAS SANDS CORP | $174.9M | 3.79M | 0.63% | — |
| 33 | E EBAY EBAY INC. | $172.6M | 1.54M | 0.62% | — |
| 34 | A ADM ARCHER DANIELS MIDLAND CO | $164.2M | 2.15M | 0.59% | — |
| 35 | S SYY SYSCO CORP | $162M | 1.94M | 0.58% | — |
| 36 | R REGN REGENERON PHARMACEUTICALS | $159.9M | 256.5K | 0.58% | — |
| 37 | P PSX PHILLIPS 66 | $159.8M | 945.3K | 0.57% | — |
| 38 | N NTRSO NORTHERN TR CORP | $158.2M | 909.9K | 0.57% | — |
| 39 | L LSTR LANDSTAR SYS INC | $153.6M | 742.5K | 0.55% | — |
| 40 | S SNEX STONEX GROUP INC | $153.5M | 1.30M | 0.55% | — |
| 41 | T TXN TEXAS INSTRS INC | $150.5M | 504.9K | 0.54% | — |
| 42 | D DECK DECKERS OUTDOOR CORP | $149.3M | 1.50M | 0.54% | — |
| 43 | C CART MAPLEBEAR INC | $148.9M | 3.15M | 0.54% | — |
| 44 | A AGX ARGAN INC | $148.7M | 186.2K | 0.53% | — |
| 45 | N NU NU HLDGS LTD | $144.6M | 10.82M | 0.52% | — |
| 46 | A ADBE ADOBE INC | $140.2M | 683.9K | 0.50% | — |
| 47 | V VRNS VARONIS SYS INC | $139.8M | 3.33M | 0.50% | — |
| 48 | M META META PLATFORMS INC | $135.6M | 240.8K | 0.49% | — |
| 49 | C COST COSTCO WHOLESALE CORPORATION | $135.5M | 144.9K | 0.49% | — |
| 50 | B BPOPM POPULAR INC | $132.5M | 806.8K | 0.48% | — |