JACOBS LEVY EQUITY MANAGEMENT, INC Q1 2019 Filing

Filed May 14, 2019

Portfolio Value

$6.9T

Holdings

949

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (949 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,766,613$208.4B3.01%
2
AMZNAMAZON COM INC
111,896$199.3B2.88%
3
GOOGALPHABET INC
167,407$196.4B2.83%
4
MAMASTERCARD INC
464,712$109.4B1.58%
5
AAPLAPPLE INC
487,892$92.7B1.34%
6
SBUXSTARBUCKS CORP
1,104,890$82.1B1.19%
7
BABOEING CO
197,678$75.4B1.09%
8
BMYBRISTOL MYERS SQUIBB CO
1,382,039$65.9B0.95%
9
TJXTJX COS INC NEW
1,012,160$53.9B0.78%
10
DPZDOMINOS PIZZA INC
204,662$52.8B0.76%
11
ALLERGAN PLC
354,620$51.9B0.75%
12
AZPNUSDASPEN TECHNOLOGY INC
484,429$50.5B0.73%
13
FFORD MTR CO DEL
5,672,796$49.8B0.72%
14
EOGEOG RES INC
517,568$49.3B0.71%
15
PRUPRUDENTIAL FINL INC
532,958$49.0B0.71%
16
VLOVALERO ENERGY CORP NEW
561,917$47.7B0.69%
17
COPCONOCOPHILLIPS
709,650$47.4B0.68%
18
ALSALLSTATE CORP
496,972$46.8B0.68%
19
FTNTFORTINET INC
526,621$44.2B0.64%
20
PSXPHILLIPS 66
459,605$43.7B0.63%
21
LSTRLANDSTAR SYS INC
390,416$42.7B0.62%
22
NVRNVR INC
15,147$41.9B0.60%
23
HUMHUMANA INC
156,258$41.6B0.60%
24
VOYAVOYA FINL INC
827,142$41.3B0.60%
25
TRVTRAVELERS COMPANIES INC
298,936$41.0B0.59%
26
DFSEURDISCOVER FINL SVCS
570,156$40.6B0.59%
27
COSTCOSTCO WHSL CORP NEW
165,750$40.1B0.58%
28
7HPHP INC
2,011,636$39.1B0.56%
29
CABOCABLE ONE INC
39,097$38.4B0.55%
30
YUMYUM BRANDS INC
382,692$38.2B0.55%
31
LIILENNOX INTL INC
144,413$38.2B0.55%
32
ADMARCHER DANIELS MIDLAND CO
884,402$38.1B0.55%
33
NTRSNORTHERN TR CORP
419,747$37.9B0.55%
34
AZOAUTOZONE INC
36,663$37.5B0.54%
35
GRA1EURGRACE W R & CO DEL NEW
480,573$37.5B0.54%
36
SBACSBA COMMUNICATIONS CORP NEW
186,363$37.2B0.54%
37
AGCOAGCO CORP
533,367$37.1B0.54%
38
NSPINSPERITY INC
297,395$36.8B0.53%
39
MTBM & T BK CORP
228,809$35.9B0.52%
40
PXDEURPIONEER NAT RES CO
234,853$35.8B0.52%
41
ELVANTHEM INC
119,451$34.3B0.49%
42
REEVEREST RE GROUP LTD
155,786$33.6B0.49%
43
HPEHEWLETT PACKARD ENTERPRISE C
2,180,076$33.6B0.49%
44
DATATABLEAU SOFTWARE INC
250,980$31.9B0.46%
45
PYPLPAYPAL HLDGS INC
289,710$30.1B0.43%
46
CNCCENTENE CORP DEL
565,364$30.0B0.43%
47
CTXSEURCITRIX SYS INC
299,994$29.9B0.43%
48
CRUSCIRRUS LOGIC INC
700,863$29.5B0.43%
49
PGRPROGRESSIVE CORP OHIO
399,230$28.8B0.42%
50
STTSTATE STR CORP
434,089$28.6B0.41%
51
BBYBEST BUY INC
401,900$28.6B0.41%
52
JNPJUNIPER NETWORKS INC
1,059,477$28.0B0.40%
53
NATIONAL INSTRS CORP
628,283$27.9B0.40%
54
CBRECBRE GROUP INC
561,101$27.7B0.40%
55
CMGCHIPOTLE MEXICAN GRILL INC
38,947$27.7B0.40%
56
CAHCARDINAL HEALTH INC
555,163$26.7B0.39%
57
VRSNVERISIGN INC
147,110$26.7B0.39%
58
ABGAMERISOURCEBERGEN CORP
334,661$26.6B0.38%
59
LPLALPL FINL HLDGS INC
370,929$25.8B0.37%
60
INCYINCYTE CORP
298,680$25.7B0.37%
61
ETRAE TRADE FINANCIAL CORP
550,191$25.5B0.37%
62
AANUSDAARONS INC
483,899$25.5B0.37%
63
EMEEMCOR GROUP INC
347,230$25.4B0.37%
64
TWTRUSDTWITTER INC
769,349$25.3B0.37%
65
ARWARROW ELECTRS INC
327,173$25.2B0.36%
66
NRANRG ENERGY INC
592,610$25.2B0.36%
67
FLRFLUOR CORP NEW
667,433$24.6B0.35%
68
SYMCEURSYMANTEC CORP
1,066,706$24.5B0.35%
69
MCKMCKESSON CORP
202,550$23.7B0.34%
70
NKENIKE INC
281,180$23.7B0.34%
71
HLTHILTON WORLDWIDE HLDGS INC
282,551$23.5B0.34%
72
ALSNALLISON TRANSMISSION HLDGS I
521,127$23.4B0.34%
73
AIGAMERICAN INTL GROUP INC
541,614$23.3B0.34%
74
CORNERSTONE ONDEMAND INC
424,174$23.2B0.34%
75
CVXCHEVRON CORP NEW
186,988$23.0B0.33%
76
ZAYOEURZAYO GROUP HLDGS INC
805,734$22.9B0.33%
77
JBLJABIL INC
860,905$22.9B0.33%
78
ABBVABBVIE INC
282,010$22.7B0.33%
79
A4SAMERIPRISE FINL INC
175,349$22.5B0.32%
80
BPOPPOPULAR INC
428,933$22.4B0.32%
81
ZNGAEURZYNGA INC
4,096,904$21.8B0.32%
82
ALKSALKERMES PLC
593,706$21.7B0.31%
83
CFGCITIZENS FINL GROUP INC
658,826$21.4B0.31%
84
MANMANPOWERGROUP INC
245,184$20.3B0.29%
85
SYYSYSCO CORP
299,606$20.0B0.29%
86
CFRCULLEN FROST BANKERS INC
203,074$19.7B0.28%
87
CPTCAMDEN PPTY TR
193,154$19.6B0.28%
88
VICIVICI PPTYS INC
887,002$19.4B0.28%
89
RGAREINSURANCE GRP OF AMERICA I
136,503$19.4B0.28%
90
TECH DATA CORP
189,036$19.4B0.28%
91
HUBSHUBSPOT INC
115,927$19.3B0.28%
92
ARCH COAL INC
208,615$19.0B0.27%
93
JBHTHUNT J B TRANS SVCS INC
186,229$18.9B0.27%
94
KMBKIMBERLY CLARK CORP
152,080$18.8B0.27%
95
EXPDEXPEDITORS INTL WASH INC
241,302$18.3B0.26%
96
CVLTCOMMVAULT SYSTEMS INC
280,587$18.2B0.26%
97
ASHASHLAND GLOBAL HLDGS INC
232,413$18.2B0.26%
98
TXTTEXTRON INC
356,165$18.0B0.26%
99
CMACOMERICA INC
242,738$17.8B0.26%
100
FFIVF5 NETWORKS INC
111,692$17.5B0.25%
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