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 |
|---|---|---|---|---|---|
| 301 | NTGRNETGEAR INC | 498,833 | $12.2B | 48.40% | |
| 302 | MACMACERICH CO | 708,413 | $12.2B | 48.25% | |
| 303 | ZETAZETA GLOBAL HOLDINGS CORP | 888,433 | $12.0B | 47.79% | |
| 304 | NFLXNETFLIX INC | 12,854 | $12.0B | 47.55% | |
| 305 | MCMOELIS & CO | 203,968 | $11.9B | 47.22% | |
| 306 | NTBBANK OF NT BUTTERFIELD&SON L | 305,702 | $11.9B | 47.19% | |
| 307 | EIGEMPLOYERS HLDGS INC | 234,905 | $11.9B | 47.19% | |
| 308 | SMTCSEMTECH CORP | 344,117 | $11.8B | 46.96% | |
| 309 | SNSHARKNINJA INC | 141,919 | $11.8B | 46.95% | |
| 310 | RPDRAPID7 INC | 445,520 | $11.8B | 46.85% | |
| 311 | IDIINTERDIGITAL INC | 56,326 | $11.6B | 46.19% | |
| 312 | HALOHALOZYME THERAPEUTICS INC | 182,354 | $11.6B | 46.16% | |
| 313 | ABNBAIRBNB INC | 97,226 | $11.6B | 46.07% | |
| 314 | IPGPIPG PHOTONICS CORP | 182,386 | $11.5B | 45.68% | |
| 315 | JPMJPMORGAN CHASE & CO. | 46,682 | $11.5B | 45.42% | |
| 316 | STLDSTEEL DYNAMICS INC | 91,241 | $11.4B | 45.27% | |
| 317 | KDKYNDRYL HLDGS INC | 362,055 | $11.4B | 45.09% | |
| 318 | TRUPTRUPANION INC | 303,550 | $11.3B | 44.88% | |
| 319 | EAELECTRONIC ARTS INC | 78,002 | $11.3B | 44.71% | |
| 320 | FHIFEDERATED HERMES INC | 274,920 | $11.2B | 44.46% | |
| 321 | IASINTEGRAL AD SCIENCE HLDNG CO | 1,378,259 | $11.1B | 44.06% | |
| 322 | JJACOBS SOLUTIONS INC | 90,366 | $10.9B | 43.33% | |
| 323 | MXLMAXLINEAR INC | 1,004,835 | $10.9B | 43.29% | |
| 324 | UBSIUNITED BANKSHARES INC WEST V | 313,131 | $10.9B | 43.06% | |
| 325 | TNKTEEKAY TANKERS LTD | 282,475 | $10.8B | 42.88% | |
| 326 | LZBLA Z BOY INC | 276,449 | $10.8B | 42.86% | |
| 327 | FOXAFOX CORP | 187,943 | $10.6B | 42.20% | |
| 328 | ALKTALKAMI TECHNOLOGY INC | 402,288 | $10.6B | 41.89% | |
| 329 | ALRMALARM COM HLDGS INC | 189,153 | $10.5B | 41.75% | |
| 330 | OSONESTREAM INC | 487,310 | $10.4B | 41.25% | |
| 331 | MURMURPHY OIL CORP | 365,988 | $10.4B | 41.23% | |
| 332 | GJBSTEELCASE INC | 945,170 | $10.4B | 41.09% | |
| 333 | VISNCOMMSCOPE HLDG CO INC | 1,943,671 | $10.3B | 40.94% | |
| 334 | MNKDMANNKIND CORP | 2,029,319 | $10.2B | 40.49% | |
| 335 | KURAKURA ONCOLOGY INC | 1,544,113 | $10.2B | 40.42% | |
| 336 | TXG10X GENOMICS INC | 1,166,723 | $10.2B | 40.40% | |
| 337 | SSRMSSR MINING IN | 1,013,320 | $10.2B | 40.32% | |
| 338 | FTNTFORTINET INC | 104,685 | $10.1B | 39.97% | |
| 339 | HRMYHARMONY BIOSCIENCES HLDGS IN | 300,724 | $10.0B | 39.59% | |
| 340 | NBIXNEUROCRINE BIOSCIENCES INC | 88,915 | $9.8B | 39.01% | |
| 341 | GDDYGODADDY INC | 54,514 | $9.8B | 38.95% | |
| 342 | SWXSOUTHWEST GAS HLDGS INC | 136,126 | $9.8B | 38.77% | |
| 343 | XNCRXENCOR INC | 904,485 | $9.6B | 38.17% | |
| 344 | PYPLPAYPAL HLDGS INC | 147,273 | $9.6B | 38.12% | |
| 345 | HSIHEIDRICK & STRUGGLES INTL IN | 223,726 | $9.6B | 38.01% | |
| 346 | MNSTMONSTER BEVERAGE CORP NEW | 163,148 | $9.5B | 37.87% | |
| 347 | WDWALKER & DUNLOP INC | 109,569 | $9.4B | 37.10% | |
| 348 | ACTENACT HLDGS INC | 268,919 | $9.3B | 37.07% | |
| 349 | PBPROSPERITY BANCSHARES INC | 130,255 | $9.3B | 36.87% | |
| 350 | DEAEASTERLY GOVT PPTYS INC | 862,461 | $9.1B | 36.26% | |
| 351 | OPCHOPTION CARE HEALTH INC | 260,541 | $9.1B | 36.12% | |
| 352 | ASANASANA INC | 623,994 | $9.1B | 36.06% | |
| 353 | ACMAECOM | 97,890 | $9.1B | 36.01% | |
| 354 | APLEAPPLE HOSPITALITY REIT INC | 701,380 | $9.1B | 35.92% | |
| 355 | BCPCBALCHEM CORP | 54,479 | $9.0B | 35.87% | |
| 356 | DCIDONALDSON INC | 134,822 | $9.0B | 35.86% | |
| 357 | BMYBRISTOL-MYERS SQUIBB CO | 147,176 | $9.0B | 35.61% | |
| 358 | BYDBOYD GAMING CORP | 136,348 | $9.0B | 35.60% | |
| 359 | FNFFIDELITY NATIONAL FINANCIAL | 137,391 | $8.9B | 35.47% | |
| 360 | PKPARK HOTELS & RESORTS INC | 831,010 | $8.9B | 35.20% | |
| 361 | KNSLKINSALE CAP GROUP INC | 18,169 | $8.8B | 35.08% | |
| 362 | DHID R HORTON INC | 69,520 | $8.8B | 35.06% | |
| 363 | TXNTEXAS INSTRS INC | 49,175 | $8.8B | 35.05% | |
| 364 | DYDYCOM INDS INC | 57,532 | $8.8B | 34.77% | |
| 365 | WNCWABASH NATL CORP | 787,533 | $8.7B | 34.52% | |
| 366 | SRJSPARTANNASH CO | 426,316 | $8.6B | 34.26% | |
| 367 | SFIXSTITCH FIX INC | 2,635,207 | $8.6B | 33.97% | |
| 368 | DWDMORGAN STANLEY | 72,941 | $8.5B | 33.76% | |
| 369 | BIIBBIOGEN INC | 61,393 | $8.4B | 33.32% | |
| 370 | SCHLSCHOLASTIC CORP | 444,779 | $8.4B | 33.31% | |
| 371 | RYIRYERSON HLDG CORP | 363,690 | $8.4B | 33.12% | |
| 372 | MZTILANCASTER COLONY CORP | 47,085 | $8.2B | 32.68% | |
| 373 | LCIILCI INDS | 92,563 | $8.1B | 32.10% | |
| 374 | DOLEDOLE PLC | 557,159 | $8.1B | 31.93% | |
| 375 | NTRANATERA INC | 56,163 | $7.9B | 31.50% | |
| 376 | LFSTLIFESTANCE HEALTH GROUP INC | 1,190,954 | $7.9B | 31.46% | |
| 377 | ATENA10 NETWORKS INC | 482,366 | $7.9B | 31.26% | |
| 378 | GEVGE VERNOVA INC | 25,735 | $7.9B | 31.16% | |
| 379 | MRPMILLROSE PPTYS INC | 294,797 | $7.8B | 31.00% | |
| 380 | WKWORKIVA INC | 102,133 | $7.8B | 30.75% | |
| 381 | PWPPERELLA WEINBERG PARTNERS | 417,725 | $7.7B | 30.49% | |
| 382 | RCUSARCUS BIOSCIENCES INC | 972,157 | $7.6B | 30.27% | |
| 383 | BBSIBARRETT BUSINESS SVCS INC | 184,662 | $7.6B | 30.14% | |
| 384 | REYNREYNOLDS CONSUMER PRODS INC | 314,756 | $7.5B | 29.79% | |
| 385 | RLJRLJ LODGING TR | 946,341 | $7.5B | 29.62% | |
| 386 | AXPAMERICAN EXPRESS CO | 27,744 | $7.5B | 29.61% | |
| 387 | ASTHASTRANA HEALTH INC | 237,926 | $7.4B | 29.27% | |
| 388 | ASTEASTEC INDS INC | 213,339 | $7.3B | 29.15% | |
| 389 | HRTGHERITAGE INSURANCE HLDGS INC | 503,034 | $7.3B | 28.77% | |
| 390 | EEEXCELERATE ENERGY INC | 252,890 | $7.3B | 28.77% | |
| 391 | ZIONZIONS BANCORPORATION N A | 144,840 | $7.2B | 28.65% | |
| 392 | APPNAPPIAN CORP | 248,730 | $7.2B | 28.42% | |
| 393 | SCSCSCANSOURCE INC | 209,569 | $7.1B | 28.27% | |
| 394 | GSGOLDMAN SACHS GROUP INC | 13,044 | $7.1B | 28.27% | |
| 395 | BASECOUCHBASE INC | 452,255 | $7.1B | 28.25% | |
| 396 | SLVMSYLVAMO CORP | 105,731 | $7.1B | 28.13% | |
| 397 | HSTMHEALTHSTREAM INC | 216,906 | $7.0B | 27.69% | |
| 398 | SXCSUNCOKE ENERGY INC | 756,329 | $7.0B | 27.60% | |
| 399 | CECELANESE CORP DEL | 121,419 | $6.9B | 27.34% | |
| 400 | PCCPC CONNECTION INC | 109,460 | $6.8B | 27.10% |