JACOBS LEVY EQUITY MANAGEMENT, INC Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$16316.1T

Holdings

944

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (944 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
5,790,544$954.9T5.85%
2
MSFTMICROSOFT CORP
1,788,408$515.6T3.16%
3
METAMETA PLATFORMS INC
1,459,355$309.3T1.90%
4
GOOGALPHABET INC
2,428,146$252.5T1.55%
5
NFLXNETFLIX INC
678,184$234.3T1.44%
6
DYHTARGET CORP
1,360,687$225.4T1.38%
7
BKNGBOOKING HOLDINGS INC
78,607$208.5T1.28%
8
HCAHCA HEALTHCARE INC
771,281$203.4T1.25%
9
FDXFEDEX CORP
863,586$197.3T1.21%
10
FTNTFORTINET INC
2,957,725$196.6T1.20%
11
VRTXVERTEX PHARMACEUTICALS INC
622,414$196.1T1.20%
12
AZOAUTOZONE INC
75,570$185.8T1.14%
13
GMGENERAL MTRS CO
4,645,678$170.4T1.04%
14
MCKMCKESSON CORP
449,346$160.0T0.98%
15
FISFIDELITY NATL INFORMATION SV
2,881,458$156.5T0.96%
16
VLOVALERO ENERGY CORP
1,116,885$155.9T0.96%
17
ADBEADOBE SYSTEMS INCORPORATED
402,481$155.1T0.95%
18
VRSNVERISIGN INC
721,162$152.4T0.93%
19
TEAMATLASSIAN CORPORATION
881,133$150.8T0.92%
20
INTCINTEL CORP
4,526,368$147.9T0.91%
21
ORLYOREILLY AUTOMOTIVE INC
166,750$141.6T0.87%
22
FFORD MTR CO DEL
10,608,782$133.7T0.82%
23
ALSALLSTATE CORP
1,153,499$127.8T0.78%
24
HLTHILTON WORLDWIDE HLDGS INC
907,171$127.8T0.78%
25
MNSTMONSTER BEVERAGE CORP NEW
2,310,350$124.8T0.76%
26
AMZNAMAZON COM INC
1,206,206$124.6T0.76%
27
CITHE CIGNA GROUP
475,901$121.6T0.75%
28
INCYINCYTE CORP
1,668,218$120.6T0.74%
29
CTVACORTEVA INC
1,998,975$120.6T0.74%
30
DELLDELL TECHNOLOGIES INC
2,994,847$120.4T0.74%
31
LMTLOCKHEED MARTIN CORP
226,030$106.9T0.65%
32
AGCOAGCO CORP
757,552$102.4T0.63%
33
PGRPROGRESSIVE CORP
707,770$101.3T0.62%
34
LPLALPL FINL HLDGS INC
491,423$99.5T0.61%
35
CRWDCROWDSTRIKE HLDGS INC
718,333$98.6T0.60%
36
MOALTRIA GROUP INC
2,161,416$96.4T0.59%
37
SCHWSCHWAB CHARLES CORP
1,818,956$95.3T0.58%
38
VSTVISTRA CORP
3,919,560$94.1T0.58%
39
EXPDEXPEDITORS INTL WASH INC
823,302$90.7T0.56%
40
LEALEAR CORP
636,000$88.7T0.54%
41
LWLAMB WESTON HLDGS INC
838,005$87.6T0.54%
42
RGAREINSURANCE GRP OF AMERICA I
637,276$84.6T0.52%
43
DVADAVITA INC
1,020,571$82.8T0.51%
44
DBXDROPBOX INC
3,817,884$82.5T0.51%
45
ACMAECOM
951,757$80.3T0.49%
46
TERTERADYNE INC
735,984$79.1T0.48%
47
GDDYGODADDY INC
966,356$75.1T0.46%
48
RNRRENAISSANCERE HLDGS LTD
363,091$72.7T0.45%
49
TWLOTWILIO INC
1,074,872$71.6T0.44%
50
EXPEEXPEDIA GROUP INC
733,653$71.2T0.44%
51
COSTCOSTCO WHSL CORP NEW
143,226$71.2T0.44%
52
WDCWESTERN DIGITAL CORP.
1,885,682$71.0T0.44%
53
MAMASTERCARD INCORPORATED
191,809$69.7T0.43%
54
EPAMEPAM SYS INC
228,721$68.4T0.42%
55
TTTRANE TECHNOLOGIES PLC
363,479$66.9T0.41%
56
SRPTSAREPTA THERAPEUTICS INC
481,996$66.4T0.41%
57
EX9EXELIXIS INC
3,409,006$66.2T0.41%
58
ALBALBEMARLE CORP
295,119$65.2T0.40%
59
LSTRLANDSTAR SYS INC
361,887$64.9T0.40%
60
NRANRG ENERGY INC
1,843,617$63.2T0.39%
61
NTNXNUTANIX INC
2,345,702$61.0T0.37%
62
DPZDOMINOS PIZZA INC
184,743$60.9T0.37%
63
IBKRINTERACTIVE BROKERS GROUP IN
737,637$60.9T0.37%
64
GTGOODYEAR TIRE & RUBR CO
5,504,328$60.7T0.37%
65
OSKOSHKOSH CORP
725,282$60.3T0.37%
66
CPTCAMDEN PPTY TR
567,490$59.5T0.36%
67
7HPHP INC
2,012,104$59.1T0.36%
68
MOHMOLINA HEALTHCARE INC
219,745$58.8T0.36%
69
ROSTROSS STORES INC
547,449$58.1T0.36%
70
UTHUNITED THERAPEUTICS CORP DEL
257,290$57.6T0.35%
71
EVREVERCORE INC
496,592$57.3T0.35%
72
ALSNALLISON TRANSMISSION HLDGS I
1,250,698$56.6T0.35%
73
NEWREURNEW RELIC INC
745,818$56.2T0.34%
74
CRUSCIRRUS LOGIC INC
507,864$55.6T0.34%
75
NTAPNETAPP INC
829,077$52.9T0.32%
76
JXNJACKSON FINANCIAL INC
1,400,985$52.4T0.32%
77
SYFSYNCHRONY FINANCIAL
1,792,475$52.1T0.32%
78
PNWPINNACLE WEST CAP CORP
652,615$51.7T0.32%
79
WIXWIX COM LTD
512,586$51.2T0.31%
80
BOXBOX INC
1,907,280$51.1T0.31%
81
ZIONZIONS BANCORPORATION N A
1,703,423$51.0T0.31%
82
LYFTLYFT INC
5,421,387$50.3T0.31%
83
DUKDUKE ENERGY CORP NEW
520,779$50.2T0.31%
84
MUSAMURPHY USA INC
194,348$50.2T0.31%
85
LNCLINCOLN NATL CORP IND
2,205,953$49.6T0.30%
86
WMWASTE MGMT INC DEL
294,909$48.1T0.29%
87
JNPJUNIPER NETWORKS INC
1,391,188$47.9T0.29%
88
THCTENET HEALTHCARE CORP
794,946$47.2T0.29%
89
XRXXEROX HOLDINGS CORP
3,022,857$46.6T0.29%
90
MUMICRON TECHNOLOGY INC
766,922$46.3T0.28%
91
MPCMARATHON PETE CORP
342,144$46.1T0.28%
92
DOCUDOCUSIGN INC
756,620$44.1T0.27%
93
LNGCHENIERE ENERGY INC
277,117$43.7T0.27%
94
NBIXNEUROCRINE BIOSCIENCES INC
431,336$43.7T0.27%
95
VRNSVARONIS SYS INC
1,657,314$43.1T0.26%
96
ZSZSCALER INC
366,758$42.8T0.26%
97
ELVELEVANCE HEALTH INC
92,269$42.4T0.26%
98
QRVOQORVO INC
417,161$42.4T0.26%
99
RJFRAYMOND JAMES FINL INC
453,091$42.3T0.26%
100
ARCBARCBEST CORP
454,890$42.0T0.26%
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