JACOBS LEVY EQUITY MANAGEMENT, INC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$25.2B
Holdings
1,060
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,060 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 6,854,458 | $1.5T | 6039.48% | |
| 2 | NVDANVIDIA CORPORATION | 9,549,230 | $1.0T | 4105.22% | |
| 3 | MSFTMICROSOFT CORP | 2,571,195 | $965.2B | 3828.57% | |
| 4 | METAMETA PLATFORMS INC | 804,772 | $463.8B | 1839.87% | |
| 5 | AMZNAMAZON COM INC | 2,220,106 | $422.4B | 1675.49% | |
| 6 | GOOGALPHABET INC | 2,646,461 | $413.5B | 1640.02% | |
| 7 | BKNGBOOKING HOLDINGS INC | 88,492 | $407.7B | 1617.09% | |
| 8 | MCKMCKESSON CORP | 521,314 | $350.8B | 1391.64% | |
| 9 | EWEDWARDS LIFESCIENCES CORP | 4,362,446 | $316.2B | 1254.20% | |
| 10 | VRSNVERISIGN INC | 1,157,422 | $293.8B | 1165.53% | |
| 11 | PANWPALO ALTO NETWORKS INC | 1,715,211 | $292.7B | 1160.96% | |
| 12 | ANETARISTA NETWORKS INC | 3,627,057 | $281.0B | 1114.71% | |
| 13 | ADBEADOBE INC | 728,249 | $279.3B | 1107.89% | |
| 14 | TRVTRAVELERS COMPANIES INC | 1,012,421 | $267.7B | 1062.04% | |
| 15 | MAMASTERCARD INCORPORATED | 484,874 | $265.8B | 1054.20% | |
| 16 | SPOTSPOTIFY TECHNOLOGY S A | 480,916 | $264.5B | 1049.24% | |
| 17 | LRCXLAM RESEARCH CORP | 3,214,751 | $233.7B | 927.05% | |
| 18 | TSCOTRACTOR SUPPLY CO | 4,174,045 | $230.0B | 912.28% | |
| 19 | IBKRINTERACTIVE BROKERS GROUP IN | 1,230,207 | $203.7B | 808.04% | |
| 20 | JBHTHUNT J B TRANS SVCS INC | 1,347,508 | $199.4B | 790.80% | |
| 21 | PSXPHILLIPS 66 | 1,552,413 | $191.7B | 760.37% | |
| 22 | ADPAUTOMATIC DATA PROCESSING IN | 608,997 | $186.1B | 738.05% | |
| 23 | LIILENNOX INTL INC | 308,787 | $173.2B | 686.93% | |
| 24 | ELVELEVANCE HEALTH INC | 393,669 | $171.2B | 679.20% | |
| 25 | ALLYALLY FINL INC | 4,658,877 | $169.9B | 673.96% | |
| 26 | ORLYOREILLY AUTOMOTIVE INC | 117,046 | $167.7B | 665.11% | |
| 27 | ESSESSEX PPTY TR INC | 543,397 | $166.6B | 660.79% | |
| 28 | DYHTARGET CORP | 1,589,661 | $165.9B | 658.05% | |
| 29 | JBLJABIL INC | 1,215,678 | $165.4B | 656.15% | |
| 30 | COSTCOSTCO WHSL CORP NEW | 167,805 | $158.7B | 629.53% | |
| 31 | HTDCORCEPT THERAPEUTICS INC | 1,349,682 | $154.2B | 611.50% | |
| 32 | DBXDROPBOX INC | 5,718,967 | $152.8B | 605.91% | |
| 33 | MOHMOLINA HEALTHCARE INC | 450,346 | $148.3B | 588.40% | |
| 34 | CPTCAMDEN PPTY TR | 1,209,186 | $147.9B | 586.60% | |
| 35 | ACNACCENTURE PLC IRELAND | 464,864 | $145.1B | 575.38% | |
| 36 | GEHCGE HEALTHCARE TECHNOLOGIES I | 1,731,637 | $139.8B | 554.37% | |
| 37 | LINLINDE PLC | 297,561 | $138.6B | 549.60% | |
| 38 | SYFSYNCHRONY FINANCIAL | 2,602,808 | $137.8B | 546.57% | |
| 39 | OTISOTIS WORLDWIDE CORP | 1,331,686 | $137.4B | 545.13% | |
| 40 | GLGLOBE LIFE INC | 1,025,984 | $135.1B | 536.06% | |
| 41 | DECKDECKERS OUTDOOR CORP | 1,180,069 | $131.9B | 523.37% | |
| 42 | CCKCROWN HLDGS INC | 1,478,020 | $131.9B | 523.31% | |
| 43 | TSNTYSON FOODS INC | 2,047,948 | $130.7B | 518.35% | |
| 44 | NTNXNUTANIX INC | 1,817,926 | $126.9B | 503.40% | |
| 45 | TEAMATLASSIAN CORPORATION | 591,804 | $125.6B | 498.15% | |
| 46 | RGAREINSURANCE GRP OF AMERICA I | 633,926 | $124.8B | 495.11% | |
| 47 | MRKMERCK & CO INC | 1,342,615 | $120.5B | 478.03% | |
| 48 | MSCIMSCI INC | 211,154 | $119.4B | 473.64% | |
| 49 | KMBKIMBERLY-CLARK CORP | 835,915 | $118.9B | 471.57% | |
| 50 | CRMSALESFORCE INC | 441,684 | $118.5B | 470.16% | |
| 51 | AFWALIGN TECHNOLOGY INC | 736,635 | $117.0B | 464.18% | |
| 52 | CRBGCOREBRIDGE FINL INC | 3,632,640 | $114.7B | 454.90% | |
| 53 | ROKUROKU INC | 1,581,097 | $111.4B | 441.77% | |
| 54 | LYBLYONDELLBASELL INDUSTRIES N | 1,576,817 | $111.0B | 440.32% | |
| 55 | LPXLOUISIANA PAC CORP | 1,201,123 | $110.5B | 438.23% | |
| 56 | CPNGCOUPANG INC | 4,957,845 | $108.7B | 431.27% | |
| 57 | GGGGRACO INC | 1,291,475 | $107.9B | 427.80% | |
| 58 | PGRPROGRESSIVE CORP | 377,903 | $107.0B | 424.23% | |
| 59 | MANHMANHATTAN ASSOCIATES INC | 606,038 | $104.9B | 415.97% | |
| 60 | FIXCOMFORT SYS USA INC | 319,813 | $103.1B | 408.90% | |
| 61 | WINGWINGSTOP INC | 432,370 | $97.5B | 386.88% | |
| 62 | TTDTHE TRADE DESK INC | 1,756,805 | $96.1B | 381.32% | |
| 63 | ILMNILLUMINA INC | 1,161,882 | $92.2B | 365.66% | |
| 64 | LUVSOUTHWEST AIRLS CO | 2,706,230 | $90.9B | 360.47% | |
| 65 | EPAMEPAM SYS INC | 523,288 | $88.4B | 350.46% | |
| 66 | NVRNVR INC | 11,877 | $86.0B | 341.29% | |
| 67 | DPZDOMINOS PIZZA INC | 186,717 | $85.8B | 340.28% | |
| 68 | BACVERIZON COMMUNICATIONS INC | 1,871,556 | $84.9B | 336.74% | |
| 69 | INCYINCYTE CORP | 1,398,143 | $84.7B | 335.80% | |
| 70 | LENLENNAR CORP | 736,490 | $84.5B | 335.31% | |
| 71 | RBLXROBLOX CORP | 1,434,373 | $83.6B | 331.65% | |
| 72 | HIIHUNTINGTON INGALLS INDS INC | 408,305 | $83.3B | 330.46% | |
| 73 | LYFTLYFT INC | 7,012,673 | $83.2B | 330.18% | |
| 74 | EOGEOG RES INC | 637,491 | $81.8B | 324.28% | |
| 75 | PPCPILGRIMS PRIDE CORP | 1,494,328 | $81.5B | 323.10% | |
| 76 | FFORD MTR CO | 7,909,819 | $79.3B | 314.69% | |
| 77 | MTCHMATCH GROUP INC NEW | 2,493,042 | $77.8B | 308.53% | |
| 78 | UEOWESTLAKE CORPORATION | 775,801 | $77.6B | 307.82% | |
| 79 | METMETLIFE INC | 958,867 | $77.0B | 305.38% | |
| 80 | K6BKBR INC | 1,530,203 | $76.2B | 302.33% | |
| 81 | CITCINTAS CORP | 363,572 | $74.7B | 296.40% | |
| 82 | AMEAMETEK INC | 423,331 | $72.9B | 289.06% | |
| 83 | DDDUPONT DE NEMOURS INC | 965,214 | $72.1B | 285.92% | |
| 84 | INTCINTEL CORP | 3,150,515 | $71.5B | 283.80% | |
| 85 | WSMWILLIAMS SONOMA INC | 451,891 | $71.4B | 283.39% | |
| 86 | AMGNAMGEN INC | 228,815 | $71.3B | 282.77% | |
| 87 | ADMARCHER DANIELS MIDLAND CO | 1,477,463 | $70.9B | 281.36% | |
| 88 | EXPDEXPEDITORS INTL WASH INC | 576,391 | $69.3B | 274.93% | |
| 89 | PEGAPEGASYSTEMS INC | 981,433 | $68.2B | 270.64% | |
| 90 | OMCOMNICOM GROUP INC | 815,794 | $67.6B | 268.29% | |
| 91 | HUMHUMANA INC | 253,098 | $67.0B | 265.64% | |
| 92 | BPOPPOPULAR INC | 713,734 | $65.9B | 261.51% | |
| 93 | LEALEAR CORP | 741,573 | $65.4B | 259.50% | |
| 94 | TTEKTETRA TECH INC NEW | 2,210,954 | $64.7B | 256.52% | |
| 95 | RRYDER SYS INC | 445,921 | $64.1B | 254.37% | |
| 96 | LSTRLANDSTAR SYS INC | 423,430 | $63.6B | 252.27% | |
| 97 | FTITECHNIPFMC PLC | 1,996,277 | $63.3B | 250.94% | |
| 98 | NSPINSPERITY INC | 703,011 | $62.7B | 248.82% | |
| 99 | RHIROBERT HALF INC. | 1,135,165 | $61.9B | 245.63% | |
| 100 | MTHMERITAGE HOMES CORP | 859,736 | $60.9B | 241.72% |
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