JACOBS LEVY EQUITY MANAGEMENT, INC Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$13.0B
Holdings
1,000
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (1,000 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CVLTCOMMVAULT SYSTEMS INC | 508,926 | $32.8B | 253.21% | |
| 102 | OPTUALTICE USA INC | 988,472 | $32.2B | 248.04% | |
| 103 | DAYCERIDIAN HCM HLDG INC | 377,933 | $31.8B | 245.67% | |
| 104 | SPBSPECTRUM BRANDS HLDGS INC NE | 369,934 | $31.4B | 242.55% | |
| 105 | KRKROGER CO | 872,623 | $31.4B | 242.26% | |
| 106 | —TRINSEO S A | 493,093 | $31.4B | 242.17% | |
| 107 | ATKRATKORE INC | 433,657 | $31.2B | 240.52% | |
| 108 | SBACSBA COMMUNICATIONS CORP NEW | 112,051 | $31.1B | 239.90% | |
| 109 | CBRECBRE GROUP INC | 385,843 | $30.5B | 235.46% | |
| 110 | SCISERVICE CORP INTL | 591,162 | $30.2B | 232.79% | |
| 111 | BPOPPOPULAR INC | 428,591 | $30.1B | 232.49% | |
| 112 | TNETTRINET GROUP INC | 385,347 | $30.0B | 231.74% | |
| 113 | PAHUSDELEMENT SOLUTIONS INC | 1,640,124 | $30.0B | 231.40% | |
| 114 | NTNXNUTANIX INC | 1,125,907 | $29.9B | 230.67% | |
| 115 | —PLANTRONICS INC NEW | 764,599 | $29.8B | 229.49% | |
| 116 | VOYAVOYA FINANCIAL INC | 466,126 | $29.7B | 228.82% | |
| 117 | MRKMERCK & CO. INC | 384,672 | $29.7B | 228.74% | |
| 118 | AVYAUSDAVAYA HLDGS CORP | 1,037,910 | $29.1B | 224.42% | |
| 119 | VTRSVIATRIS INC | 2,048,312 | $28.6B | 220.73% | |
| 120 | BACVERIZON COMMUNICATIONS INC | 489,135 | $28.4B | 219.40% | |
| 121 | LNGCHENIERE ENERGY INC | 394,595 | $28.4B | 219.19% | |
| 122 | VSTVISTRA CORP | 1,603,486 | $28.4B | 218.69% | |
| 123 | YUSDALLEGHANY CORP DEL | 45,181 | $28.3B | 218.27% | |
| 124 | CADEEURCADENCE BANCORPORATION | 1,353,652 | $28.1B | 216.46% | |
| 125 | SIGSIGNET JEWELERS LIMITED | 481,598 | $27.9B | 215.39% | |
| 126 | NVCRNOVOCURE LTD | 209,211 | $27.7B | 213.32% | |
| 127 | JBLJABIL INC | 521,852 | $27.2B | 209.97% | |
| 128 | MEDMEDIFAST INC | 128,037 | $27.1B | 209.21% | |
| 129 | FAFFIRST AMERN FINL CORP | 476,861 | $27.0B | 208.38% | |
| 130 | MRO*MARATHON OIL CORP | 2,510,573 | $26.8B | 206.83% | |
| 131 | AMBAAMBARELLA INC | 264,378 | $26.5B | 204.73% | |
| 132 | ALKSALKERMES PLC | 1,413,199 | $26.4B | 203.64% | |
| 133 | ZGZILLOW GROUP INC | 199,132 | $26.2B | 201.81% | |
| 134 | ADNTADIENT PLC | 588,945 | $26.0B | 200.80% | |
| 135 | AXSAXIS CAP HLDGS LTD | 519,288 | $25.7B | 198.56% | |
| 136 | REEVEREST RE GROUP LTD | 103,674 | $25.7B | 198.17% | |
| 137 | VYXNCR CORP NEW | 668,747 | $25.4B | 195.77% | |
| 138 | WINGWINGSTOP INC | 199,250 | $25.3B | 195.46% | |
| 139 | LPLALPL FINL HLDGS INC | 174,966 | $24.9B | 191.87% | |
| 140 | LM03LIBERTY MEDIA CORP DEL | 561,221 | $24.7B | 190.83% | |
| 141 | BCCBOISE CASCADE CO DEL | 410,773 | $24.6B | 189.58% | |
| 142 | BCBEURPRIMO WATER CORPORATION | 1,504,708 | $24.5B | 188.73% | |
| 143 | FBCUSDFLAGSTAR BANCORP INC | 540,167 | $24.4B | 187.92% | |
| 144 | INFNEURINFINERA CORP | 2,462,935 | $23.7B | 182.96% | |
| 145 | NOCNORTHROP GRUMMAN CORP | 73,271 | $23.7B | 182.92% | |
| 146 | AIZASSURANT INC | 165,639 | $23.5B | 181.14% | |
| 147 | VSTOEURVISTA OUTDOOR INC | 728,832 | $23.4B | 180.30% | |
| 148 | IWNISHARES TR | 146,160 | $23.3B | 179.79% | |
| 149 | PPCPILGRIMS PRIDE CORP | 970,887 | $23.1B | 178.17% | |
| 150 | NWSANEWS CORP NEW | 897,561 | $22.8B | 176.07% | |
| 151 | —BLUEBIRD BIO INC | 756,642 | $22.8B | 175.97% | |
| 152 | AMKRAMKOR TECHNOLOGY INC | 960,823 | $22.8B | 175.73% | |
| 153 | DC4DEXCOM INC | 63,299 | $22.7B | 175.48% | |
| 154 | WKCWORLD FUEL SVCS CORP | 637,866 | $22.5B | 173.20% | |
| 155 | VCVISTEON CORP | 184,086 | $22.4B | 173.17% | |
| 156 | GHCGRAHAM HLDGS CO | 39,894 | $22.4B | 173.08% | |
| 157 | PNWPINNACLE WEST CAP CORP | 274,176 | $22.3B | 172.05% | |
| 158 | DCHAMERICAN AXLE & MFG HLDGS IN | 2,304,803 | $22.3B | 171.74% | |
| 159 | SRCUSDSPIRIT RLTY CAP INC NEW | 520,003 | $22.1B | 170.47% | |
| 160 | WCCWESCO INTL INC | 251,619 | $21.8B | 167.95% | |
| 161 | ARCBARCBEST CORP | 307,818 | $21.7B | 167.09% | |
| 162 | INGRINGREDION INC | 238,423 | $21.4B | 165.38% | |
| 163 | PORPORTLAND GEN ELEC CO | 451,130 | $21.4B | 165.19% | |
| 164 | NVRNVR INC | 4,533 | $21.4B | 164.73% | |
| 165 | STXSEAGATE TECHNOLOGY PLC | 276,065 | $21.2B | 163.44% | |
| 166 | CLHCLEAN HARBORS INC | 248,865 | $20.9B | 161.37% | |
| 167 | NEWREURNEW RELIC INC | 332,963 | $20.5B | 157.91% | |
| 168 | FTDRFRONTDOOR INC | 379,796 | $20.4B | 157.47% | |
| 169 | GENNORTONLIFELOCK INC | 917,781 | $19.5B | 150.51% | |
| 170 | MKLMARKEL CORP | 17,066 | $19.4B | 150.03% | |
| 171 | RJFRAYMOND JAMES FINL INC | 157,482 | $19.3B | 148.88% | |
| 172 | TEXTEREX CORP NEW | 414,008 | $19.1B | 147.13% | |
| 173 | UPBDRENT A CTR INC NEW | 328,588 | $18.9B | 146.15% | |
| 174 | LNWOSCIENTIFIC GAMES CORP | 491,639 | $18.9B | 146.08% | |
| 175 | METAFACEBOOK INC | 63,988 | $18.8B | 145.37% | |
| 176 | COWNEURCOWEN INC | 535,780 | $18.8B | 145.27% | |
| 177 | TGNATEGNA INC | 999,649 | $18.8B | 145.20% | |
| 178 | HOUSREALOGY HLDGS CORP | 1,235,751 | $18.7B | 144.22% | |
| 179 | WMTWALMART INC | 136,131 | $18.5B | 142.64% | |
| 180 | EXTREXTREME NETWORKS INC | 2,085,311 | $18.2B | 140.75% | |
| 181 | CXWCORECIVIC INC | 1,976,647 | $17.9B | 137.99% | |
| 182 | RRYDER SYS INC | 235,135 | $17.8B | 137.21% | |
| 183 | HLFHERBALIFE NUTRITION LTD | 397,969 | $17.7B | 136.18% | |
| 184 | ODP1THE ODP CORP | 407,058 | $17.6B | 135.93% | |
| 185 | TEN1TENNECO INC | 1,640,430 | $17.6B | 135.65% | |
| 186 | TAT&T INC | 579,838 | $17.6B | 135.39% | |
| 187 | NTGRNETGEAR INC | 425,457 | $17.5B | 134.88% | |
| 188 | NSZNETSCOUT SYS INC | 616,402 | $17.4B | 133.90% | |
| 189 | BOXBOX INC | 754,211 | $17.3B | 133.58% | |
| 190 | CECELANESE CORP DEL | 115,576 | $17.3B | 133.56% | |
| 191 | PFSIPENNYMAC FINL SVCS INC NEW | 258,916 | $17.3B | 133.56% | |
| 192 | UNMUNUM GROUP | 621,973 | $17.3B | 133.53% | |
| 193 | G2CEVERI HLDGS INC | 1,225,392 | $17.3B | 133.37% | |
| 194 | GEGENERAL ELECTRIC CO | 1,315,536 | $17.3B | 133.24% | |
| 195 | ACMAECOM | 268,776 | $17.2B | 132.92% | |
| 196 | BDCBELDEN INC | 387,851 | $17.2B | 132.75% | |
| 197 | BMRNBIOMARIN PHARMACEUTICAL INC | 226,711 | $17.1B | 132.05% | |
| 198 | SMCIUSDSUPER MICRO COMPUTER INC | 436,055 | $17.0B | 131.38% | |
| 199 | MUMICRON TECHNOLOGY INC | 191,615 | $16.9B | 130.38% | |
| 200 | PRIMPRIMORIS SVCS CORP | 509,678 | $16.9B | 130.26% |