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 |
|---|---|---|---|---|---|
| 101 | BFHBREAD FINANCIAL HOLDINGS INC | 1,206,374 | $60.4B | 239.64% | |
| 102 | XOMEXXON MOBIL CORP | 501,720 | $59.7B | 236.69% | |
| 103 | RLIRLI CORP | 742,691 | $59.7B | 236.65% | |
| 104 | QCOMQUALCOMM INC | 384,592 | $59.1B | 234.34% | |
| 105 | WRBBERKLEY W R CORP | 826,616 | $58.8B | 233.32% | |
| 106 | CMACOMERICA INC | 967,287 | $57.1B | 226.60% | |
| 107 | SIGISELECTIVE INS GROUP INC | 618,072 | $56.6B | 224.42% | |
| 108 | RSRELIANCE INC | 190,489 | $55.0B | 218.18% | |
| 109 | THGHANOVER INS GROUP INC | 315,886 | $54.9B | 217.96% | |
| 110 | WSOWATSCO INC | 107,290 | $54.5B | 216.32% | |
| 111 | JXNJACKSON FINANCIAL INC | 636,544 | $53.3B | 211.54% | |
| 112 | PATHUIPATH INC | 5,153,603 | $53.1B | 210.56% | |
| 113 | DOCNDIGITALOCEAN HLDGS INC | 1,575,749 | $52.6B | 208.70% | |
| 114 | EX9EXELIXIS INC | 1,415,657 | $52.3B | 207.32% | |
| 115 | MTZMASTEC INC | 442,363 | $51.6B | 204.79% | |
| 116 | PAYXPAYCHEX INC | 332,180 | $51.2B | 203.28% | |
| 117 | FAFFIRST AMERN FINL CORP | 777,323 | $51.0B | 202.36% | |
| 118 | FCNFTI CONSULTING INC | 310,157 | $50.9B | 201.86% | |
| 119 | ROLROLLINS INC | 935,539 | $50.5B | 200.50% | |
| 120 | 2L9BLUEPRINT MEDICINES CORP | 570,402 | $50.5B | 200.26% | |
| 121 | UNMUNUM GROUP | 617,292 | $50.3B | 199.46% | |
| 122 | CMICUMMINS INC | 159,244 | $49.9B | 197.99% | |
| 123 | PGPROCTER AND GAMBLE CO | 292,433 | $49.8B | 197.68% | |
| 124 | TERTERADYNE INC | 589,504 | $48.7B | 193.15% | |
| 125 | EMEEMCOR GROUP INC | 130,449 | $48.2B | 191.26% | |
| 126 | HUNHUNTSMAN CORP | 3,013,038 | $47.6B | 188.71% | |
| 127 | CMCCOMMERCIAL METALS CO | 1,032,679 | $47.5B | 188.47% | |
| 128 | VLTOVERALTO CORP | 468,331 | $45.6B | 181.03% | |
| 129 | LYVLIVE NATION ENTERTAINMENT IN | 349,248 | $45.6B | 180.90% | |
| 130 | SRESEMPRA | 627,929 | $44.8B | 177.74% | |
| 131 | CFRCULLEN FROST BANKERS INC | 353,455 | $44.3B | 175.53% | |
| 132 | BRK/BBERKSHIRE HATHAWAY INC DEL | 81,373 | $43.3B | 171.90% | |
| 133 | DGDOLLAR GEN CORP NEW | 484,380 | $42.6B | 168.94% | |
| 134 | SLMSLM CORP | 1,421,071 | $41.7B | 165.55% | |
| 135 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 545,388 | $41.7B | 165.50% | |
| 136 | SNAPSNAP INC | 4,777,523 | $41.6B | 165.06% | |
| 137 | ALNYALNYLAM PHARMACEUTICALS INC | 152,970 | $41.3B | 163.84% | |
| 138 | TNETTRINET GROUP INC | 518,828 | $41.1B | 163.07% | |
| 139 | DHRDANAHER CORPORATION | 199,953 | $41.0B | 162.59% | |
| 140 | VVISA INC | 115,494 | $40.5B | 160.55% | |
| 141 | MANMANPOWERGROUP INC WIS | 697,554 | $40.4B | 160.15% | |
| 142 | SCCOSOUTHERN COPPER CORP | 431,612 | $40.3B | 160.01% | |
| 143 | REEVEREST GROUP LTD | 110,983 | $40.3B | 159.95% | |
| 144 | PEGPUBLIC SVC ENTERPRISE GRP IN | 483,717 | $39.8B | 157.91% | |
| 145 | PRUPRUDENTIAL FINL INC | 354,357 | $39.6B | 156.98% | |
| 146 | COLMCOLUMBIA SPORTSWEAR CO | 518,193 | $39.2B | 155.58% | |
| 147 | 4DHDANA INC | 2,914,706 | $38.9B | 154.11% | |
| 148 | HLIHOULIHAN LOKEY INC | 239,522 | $38.7B | 153.44% | |
| 149 | ALSNALLISON TRANSMISSION HLDGS I | 401,035 | $38.4B | 152.19% | |
| 150 | BKBANK NEW YORK MELLON CORP | 454,503 | $38.1B | 151.20% | |
| 151 | APPFAPPFOLIO INC | 172,972 | $38.0B | 150.88% | |
| 152 | BHFBRIGHTHOUSE FINL INC | 646,669 | $37.5B | 148.75% | |
| 153 | MEDPMEDPACE HLDGS INC | 121,464 | $37.0B | 146.80% | |
| 154 | PNWPINNACLE WEST CAP CORP | 385,966 | $36.8B | 145.83% | |
| 155 | CRUSCIRRUS LOGIC INC | 367,082 | $36.6B | 145.10% | |
| 156 | LOWLOWES COS INC | 156,167 | $36.4B | 144.48% | |
| 157 | HALHALLIBURTON CO | 1,403,525 | $35.6B | 141.24% | |
| 158 | CHDCHURCH & DWIGHT CO INC | 322,656 | $35.5B | 140.90% | |
| 159 | CARTMAPLEBEAR INC | 879,871 | $35.1B | 139.22% | |
| 160 | SONOSONOS INC | 3,283,633 | $35.0B | 138.98% | |
| 161 | NUENUCOR CORP | 289,866 | $34.9B | 138.37% | |
| 162 | NKENIKE INC | 536,212 | $34.0B | 135.02% | |
| 163 | ROPROPER TECHNOLOGIES INC | 57,648 | $34.0B | 134.82% | |
| 164 | GRMNGARMIN LTD | 156,122 | $33.9B | 134.46% | |
| 165 | COMPCOMPASS INC | 3,869,073 | $33.8B | 133.98% | |
| 166 | BALLBALL CORP | 641,724 | $33.4B | 132.54% | |
| 167 | WFCWELLS FARGO CO NEW | 459,398 | $33.0B | 130.82% | |
| 168 | ACADACADIA PHARMACEUTICALS INC | 1,977,432 | $32.8B | 130.28% | |
| 169 | AMBAAMBARELLA INC | 647,788 | $32.6B | 129.32% | |
| 170 | MYRGMYR GROUP INC DEL | 285,954 | $32.3B | 128.27% | |
| 171 | WOOFOOT LOCKER INC | 2,290,707 | $32.3B | 128.12% | |
| 172 | VRTXVERTEX PHARMACEUTICALS INC | 66,234 | $32.1B | 127.37% | |
| 173 | ODFLOLD DOMINION FREIGHT LINE IN | 190,714 | $31.6B | 125.16% | |
| 174 | WKCWORLD KINECT CORPORATION | 1,092,051 | $31.0B | 122.85% | |
| 175 | WHRWHIRLPOOL CORP | 339,744 | $30.6B | 121.46% | |
| 176 | AXSAXIS CAP HLDGS LTD | 297,828 | $29.9B | 118.42% | |
| 177 | AVGOBROADCOM INC | 176,099 | $29.5B | 116.95% | |
| 178 | BCCBOISE CASCADE CO DEL | 299,943 | $29.4B | 116.70% | |
| 179 | SMGSCOTTS MIRACLE-GRO CO | 535,727 | $29.4B | 116.64% | |
| 180 | DRSLEONARDO DRS INC | 894,122 | $29.4B | 116.61% | |
| 181 | TRVCCITIGROUP INC | 412,290 | $29.3B | 116.10% | |
| 182 | CLXCLOROX CO DEL | 198,738 | $29.3B | 116.08% | |
| 183 | GMGENERAL MTRS CO | 618,107 | $29.1B | 115.31% | |
| 184 | MTDMETTLER TOLEDO INTERNATIONAL | 24,270 | $28.7B | 113.69% | |
| 185 | LTHLIFE TIME GROUP HOLDINGS INC | 938,900 | $28.4B | 112.47% | |
| 186 | MRNAMODERNA INC | 998,503 | $28.3B | 112.29% | |
| 187 | TNDMTANDEM DIABETES CARE INC | 1,471,569 | $28.2B | 111.84% | |
| 188 | AMGAFFILIATED MANAGERS GROUP IN | 165,710 | $27.8B | 110.45% | |
| 189 | EVREVERCORE INC | 139,060 | $27.8B | 110.16% | |
| 190 | SNDRSCHNEIDER NATIONAL INC | 1,210,838 | $27.7B | 109.75% | |
| 191 | ARCBARCBEST CORP | 389,813 | $27.5B | 109.13% | |
| 192 | BKUBANKUNITED INC | 783,635 | $27.0B | 107.05% | |
| 193 | BLDRBUILDERS FIRSTSOURCE INC | 215,687 | $26.9B | 106.89% | |
| 194 | TCBITEXAS CAP BANCSHARES INC | 359,972 | $26.9B | 106.66% | |
| 195 | TSLATESLA INC | 102,958 | $26.7B | 105.84% | |
| 196 | LMTLOCKHEED MARTIN CORP | 59,393 | $26.5B | 105.24% | |
| 197 | KBHKB HOME | 456,200 | $26.5B | 105.17% | |
| 198 | CHECHEMED CORP NEW | 42,350 | $26.1B | 103.37% | |
| 199 | AMKRAMKOR TECHNOLOGY INC | 1,426,515 | $25.8B | 102.19% | |
| 200 | HIGHARTFORD INSURANCE GROUP INC | 207,267 | $25.6B | 101.72% |