JACOBS LEVY EQUITY MANAGEMENT, INC Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$22.4B

Holdings

928

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (928 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
6,848,069$1.2T5247.90%
2
NVDANVIDIA CORPORATION
1,206,556$1.1T4872.02%
3
MSFTMICROSOFT CORP
2,162,871$910.0B4066.57%
4
MAMASTERCARD INCORPORATED
878,547$423.1B1890.72%
5
BKNGBOOKING HOLDINGS INC
90,840$329.6B1472.77%
6
GOOGALPHABET INC
2,124,524$323.5B1445.61%
7
AMZNAMAZON COM INC
1,714,205$309.2B1381.83%
8
FTNTFORTINET INC
3,996,822$273.0B1220.12%
9
MCKMCKESSON CORP
507,682$272.5B1218.01%
10
VLOVALERO ENERGY CORP
1,548,476$264.3B1181.18%
11
UBERUBER TECHNOLOGIES INC
3,373,585$259.7B1160.73%
12
ABNBAIRBNB INC
1,515,433$250.0B1117.17%
13
ODFLOLD DOMINION FREIGHT LINE IN
1,103,558$242.0B1081.58%
14
INTCINTEL CORP
4,978,032$219.9B982.63%
15
TEAMATLASSIAN CORPORATION
1,124,544$219.4B980.53%
16
VSTVISTRA CORP
3,100,667$216.0B965.12%
17
GMGENERAL MTRS CO
4,638,119$210.3B939.99%
18
TRVTRAVELERS COMPANIES INC
913,176$210.2B939.18%
19
ADPAUTOMATIC DATA PROCESSING IN
784,003$195.8B875.00%
20
ELVELEVANCE HEALTH INC
371,992$192.9B862.02%
21
ADMARCHER DANIELS MIDLAND CO
2,991,324$187.9B839.65%
22
HUMHUMANA INC
540,978$187.6B838.23%
23
PEOEXELON CORP
4,887,035$183.6B820.52%
24
OTISOTIS WORLDWIDE CORP
1,708,294$169.6B757.85%
25
FFORD MTR CO DEL
12,290,204$163.2B729.39%
26
METAMETA PLATFORMS INC
330,822$160.6B717.89%
27
CRWDCROWDSTRIKE HLDGS INC
477,642$153.1B684.32%
28
ALSALLSTATE CORP
882,153$152.6B682.05%
29
PGRPROGRESSIVE CORP
732,649$151.5B677.16%
30
SYFSYNCHRONY FINANCIAL
3,496,009$150.7B673.68%
31
MRKMERCK & CO INC
1,102,266$145.4B649.98%
32
INCYINCYTE CORP
2,514,634$143.3B640.21%
33
NVRNVR INC
17,469$141.5B632.35%
34
EBAEBAY INC.
2,660,700$140.4B627.58%
35
OMCOMNICOM GROUP INC
1,450,160$140.3B627.07%
36
SPOTSPOTIFY TECHNOLOGY S A
531,196$140.2B626.46%
37
NRANRG ENERGY INC
2,032,521$137.6B614.84%
38
DOWDOW INC
2,373,799$137.5B614.54%
39
PYPLPAYPAL HLDGS INC
2,043,783$136.9B611.86%
40
VRSNVERISIGN INC
716,021$135.7B606.40%
41
EWEDWARDS LIFESCIENCES CORP
1,416,267$135.3B604.82%
42
MOHMOLINA HEALTHCARE INC
320,786$131.8B588.95%
43
NTNXNUTANIX INC
2,035,963$125.7B561.56%
44
DBXDROPBOX INC
4,670,151$113.5B507.15%
45
LYFTLYFT INC
5,846,287$113.1B505.55%
46
RGAREINSURANCE GRP OF AMERICA I
584,137$112.7B503.51%
47
TSNTYSON FOODS INC
1,894,219$111.2B497.16%
48
MPCMARATHON PETE CORP
550,173$110.9B495.42%
49
DDDUPONT DE NEMOURS INC
1,421,685$109.0B487.11%
50
JBHTHUNT J B TRANS SVCS INC
545,042$108.6B485.32%
51
DPZDOMINOS PIZZA INC
206,441$102.6B458.41%
52
LENLENNAR CORP
575,003$98.9B441.93%
53
NBIXNEUROCRINE BIOSCIENCES INC
712,798$98.3B439.34%
54
COPCONOCOPHILLIPS
770,333$98.0B438.17%
55
LYVLIVE NATION ENTERTAINMENT IN
921,664$97.5B435.65%
56
ACMAECOM
980,228$96.1B429.64%
57
SCHWSCHWAB CHARLES CORP
1,293,336$93.6B418.11%
58
K6BKBR INC
1,467,650$93.4B417.53%
59
GDDYGODADDY INC
777,264$92.2B412.24%
60
WDAYWORKDAY INC
333,759$91.0B406.82%
61
LPLALPL FINL HLDGS INC
340,522$90.0B402.05%
62
LEALEAR CORP
609,934$88.4B394.91%
63
AWNADVANCE AUTO PARTS INC
1,014,639$86.3B385.83%
64
7HPHP INC
2,855,045$86.3B385.58%
65
TERTERADYNE INC
759,256$85.7B382.84%
66
LSTRLANDSTAR SYS INC
429,315$82.8B369.82%
67
AGCOAGCO CORP
671,057$82.6B368.92%
68
EPAMEPAM SYS INC
291,242$80.4B359.43%
69
BLDRBUILDERS FIRSTSOURCE INC
380,157$79.3B354.30%
70
LPXLOUISIANA PAC CORP
925,514$77.7B347.05%
71
LMTLOCKHEED MARTIN CORP
169,815$77.2B345.19%
72
TAT&T INC
4,368,252$76.9B343.58%
73
SRPTSAREPTA THERAPEUTICS INC
579,637$75.0B335.34%
74
EXPEEXPEDIA GROUP INC
539,131$74.3B331.89%
75
ADBEADOBE INC
147,092$74.2B331.69%
76
CAHCARDINAL HEALTH INC
657,526$73.6B328.81%
77
GWREGUIDEWIRE SOFTWARE INC
630,335$73.6B328.76%
78
JXNJACKSON FINANCIAL INC
1,106,063$73.2B326.93%
79
CRBGCOREBRIDGE FINL INC
2,535,921$72.9B325.59%
80
AFWALIGN TECHNOLOGY INC
218,779$71.7B320.61%
81
PSXPHILLIPS 66
432,003$70.6B315.34%
82
SLMSLM CORP
3,189,805$69.5B310.61%
83
EVREVERCORE INC
358,295$69.0B308.37%
84
GEHCGE HEALTHCARE TECHNOLOGIES I
758,514$69.0B308.16%
85
DOCUDOCUSIGN INC
1,148,279$68.4B305.59%
86
ILMNILLUMINA INC
497,274$68.3B305.16%
87
OSKOSHKOSH CORP
545,701$68.1B304.13%
88
BOXBOX INC
2,374,580$67.2B300.53%
89
RHIROBERT HALF INC.
834,447$66.2B295.64%
90
KBHKB HOME
898,587$63.7B284.63%
91
LULULULULEMON ATHLETICA INC
161,545$63.1B282.02%
92
BCCBOISE CASCADE CO DEL
409,192$62.8B280.46%
93
IBKRINTERACTIVE BROKERS GROUP IN
531,288$59.4B265.23%
94
HUNHUNTSMAN CORP
2,250,526$58.6B261.79%
95
STTSTATE STR CORP
751,641$58.1B259.72%
96
CNHICNH INDL N V
4,475,330$58.0B259.20%
97
EX9EXELIXIS INC
2,405,949$57.1B255.15%
98
FT2FIRST HORIZON CORPORATION
3,703,125$57.0B254.85%
99
PCORPROCORE TECHNOLOGIES INC
674,235$55.4B247.58%
100
IPGINTERPUBLIC GROUP COS INC
1,690,523$55.2B246.51%
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