JACOBS LEVY EQUITY MANAGEMENT, INC Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$12.9B
Holdings
981
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (981 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,757,067 | $451.3B | 3493.33% | |
| 2 | GOOGALPHABET INC | 197,676 | $432.4B | 3347.32% | |
| 3 | AAPLAPPLE INC | 2,825,197 | $386.3B | 2990.10% | |
| 4 | HUMHUMANA INC | 351,496 | $164.5B | 1273.61% | |
| 5 | CICIGNA CORP NEW | 601,185 | $158.4B | 1226.38% | |
| 6 | TAT&T INC | 7,521,561 | $157.7B | 1220.41% | |
| 7 | MCKMCKESSON CORP | 475,183 | $155.0B | 1199.95% | |
| 8 | GILDGILEAD SCIENCES INC | 2,384,130 | $147.4B | 1140.76% | |
| 9 | LMTLOCKHEED MARTIN CORP | 328,099 | $141.1B | 1092.04% | |
| 10 | AZOAUTOZONE INC | 59,004 | $126.8B | 981.63% | |
| 11 | ELVELEVANCE HEALTH INC | 260,456 | $125.7B | 972.99% | |
| 12 | PYPLPAYPAL HLDGS INC | 1,637,294 | $114.3B | 885.19% | |
| 13 | INTCINTEL CORP | 2,853,452 | $106.7B | 826.35% | |
| 14 | FFORD MTR CO DEL | 9,425,713 | $104.9B | 812.11% | |
| 15 | AMZNAMAZON COM INC | 979,308 | $104.0B | 805.17% | |
| 16 | HSYHERSHEY CO | 477,055 | $102.6B | 794.57% | |
| 17 | ALSALLSTATE CORP | 797,966 | $101.1B | 782.83% | |
| 18 | VLOVALERO ENERGY CORP | 949,329 | $100.9B | 781.04% | |
| 19 | FTNTFORTINET INC | 1,704,540 | $96.4B | 746.58% | |
| 20 | VRSNVERISIGN INC | 544,272 | $91.1B | 705.01% | |
| 21 | SBACSBA COMMUNICATIONS CORP NEW | 283,207 | $90.6B | 701.66% | |
| 22 | PRUPRUDENTIAL FINL INC | 925,975 | $88.6B | 685.84% | |
| 23 | ADMARCHER DANIELS MIDLAND CO | 1,121,519 | $87.0B | 673.71% | |
| 24 | TRVTRAVELERS COMPANIES INC | 512,839 | $86.7B | 671.44% | |
| 25 | INCYINCYTE CORP | 1,133,532 | $86.1B | 666.62% | |
| 26 | PSXPHILLIPS 66 | 1,012,902 | $83.0B | 642.89% | |
| 27 | RGAREINSURANCE GRP OF AMERICA I | 695,653 | $81.6B | 631.62% | |
| 28 | UTHUNITED THERAPEUTICS CORP DEL | 331,207 | $78.0B | 604.17% | |
| 29 | LSTRLANDSTAR SYS INC | 533,829 | $77.6B | 600.94% | |
| 30 | NFLXNETFLIX INC | 432,130 | $75.6B | 584.98% | |
| 31 | CMICUMMINS INC | 388,918 | $75.3B | 582.65% | |
| 32 | CPTCAMDEN PPTY TR | 545,880 | $73.4B | 568.28% | |
| 33 | JNPJUNIPER NETWORKS INC | 2,540,241 | $72.4B | 560.44% | |
| 34 | WDCWESTERN DIGITAL CORP. | 1,602,369 | $71.8B | 556.08% | |
| 35 | MOHMOLINA HEALTHCARE INC | 254,693 | $71.2B | 551.29% | |
| 36 | HPEHEWLETT PACKARD ENTERPRISE C | 5,342,867 | $70.8B | 548.43% | |
| 37 | UNMUNUM GROUP | 2,069,188 | $70.4B | 544.93% | |
| 38 | RJFRAYMOND JAMES FINL INC | 769,906 | $68.8B | 532.88% | |
| 39 | CAHCARDINAL HEALTH INC | 1,300,752 | $68.0B | 526.32% | |
| 40 | GDDYGODADDY INC | 959,159 | $66.7B | 516.48% | |
| 41 | ARWARROW ELECTRS INC | 551,353 | $61.8B | 478.41% | |
| 42 | AGCOAGCO CORP | 615,111 | $60.7B | 469.97% | |
| 43 | CTVACORTEVA INC | 1,106,232 | $59.9B | 463.62% | |
| 44 | DELLDELL TECHNOLOGIES INC | 1,206,304 | $55.7B | 431.51% | |
| 45 | FDXFEDEX CORP | 241,115 | $54.7B | 423.15% | |
| 46 | —BUNGE LIMITED | 601,901 | $54.6B | 422.56% | |
| 47 | LEALEAR CORP | 429,100 | $54.0B | 418.17% | |
| 48 | BACVERIZON COMMUNICATIONS INC | 1,053,914 | $53.5B | 414.04% | |
| 49 | GMGENERAL MTRS CO | 1,679,418 | $53.3B | 412.90% | |
| 50 | DBXDROPBOX INC | 2,522,985 | $53.0B | 409.95% | |
| 51 | MUMICRON TECHNOLOGY INC | 956,324 | $52.9B | 409.24% | |
| 52 | EXPEEXPEDIA GROUP INC | 556,618 | $52.8B | 408.61% | |
| 53 | ISRGINTUITIVE SURGICAL INC | 261,603 | $52.5B | 406.46% | |
| 54 | MUSAMURPHY USA INC | 221,259 | $51.5B | 398.86% | |
| 55 | GKDGRAND CANYON ED INC | 542,720 | $51.1B | 395.72% | |
| 56 | REEVEREST RE GROUP LTD | 176,042 | $49.3B | 381.96% | |
| 57 | DYHTARGET CORP | 349,359 | $49.3B | 381.95% | |
| 58 | ALKSALKERMES PLC | 1,654,069 | $49.3B | 381.44% | |
| 59 | ALSNALLISON TRANSMISSION HLDGS I | 1,279,132 | $49.2B | 380.73% | |
| 60 | GTGOODYEAR TIRE & RUBR CO | 4,584,294 | $49.1B | 380.07% | |
| 61 | RNRRENAISSANCERE HLDGS LTD | 311,344 | $48.7B | 376.88% | |
| 62 | EX9EXELIXIS INC | 2,319,559 | $48.3B | 373.84% | |
| 63 | BBYBEST BUY INC | 724,988 | $47.3B | 365.86% | |
| 64 | TSNTYSON FOODS INC | 545,793 | $47.0B | 363.61% | |
| 65 | HLIHOULIHAN LOKEY INC | 592,963 | $46.8B | 362.31% | |
| 66 | PNWPINNACLE WEST CAP CORP | 639,977 | $46.8B | 362.25% | |
| 67 | VTRSVIATRIS INC | 4,464,646 | $46.7B | 361.86% | |
| 68 | METMETLIFE INC | 726,641 | $45.6B | 353.20% | |
| 69 | AVTAVNET INC | 1,057,170 | $45.3B | 350.91% | |
| 70 | JBLJABIL INC | 870,772 | $44.6B | 345.19% | |
| 71 | CMACOMERICA INC | 592,230 | $43.5B | 336.41% | |
| 72 | HLFHERBALIFE NUTRITION LTD | 2,096,521 | $42.9B | 331.89% | |
| 73 | HUNHUNTSMAN CORP | 1,475,981 | $41.8B | 323.92% | |
| 74 | MANMANPOWERGROUP INC WIS | 547,391 | $41.8B | 323.78% | |
| 75 | ULTAULTA BEAUTY INC | 108,411 | $41.8B | 323.50% | |
| 76 | RRYDER SYS INC | 585,487 | $41.6B | 322.07% | |
| 77 | BCCBOISE CASCADE CO DEL | 697,063 | $41.5B | 321.01% | |
| 78 | XRXXEROX HOLDINGS CORP | 2,785,963 | $41.4B | 320.27% | |
| 79 | CRUSCIRRUS LOGIC INC | 562,913 | $40.8B | 316.10% | |
| 80 | DOWDOW INC | 790,078 | $40.8B | 315.65% | |
| 81 | NAVINAVIENT CORPORATION | 2,897,294 | $40.5B | 313.77% | |
| 82 | EPAMEPAM SYS INC | 137,383 | $40.5B | 313.50% | |
| 83 | ZGZILLOW GROUP INC | 1,271,309 | $40.4B | 313.05% | |
| 84 | ADPAUTOMATIC DATA PROCESSING IN | 191,629 | $40.3B | 311.58% | |
| 85 | MAMASTERCARD INCORPORATED | 126,878 | $40.0B | 309.85% | |
| 86 | VRTXVERTEX PHARMACEUTICALS INC | 139,461 | $39.3B | 304.22% | |
| 87 | BKBANK NEW YORK MELLON CORP | 933,772 | $38.9B | 301.50% | |
| 88 | WIREEURENCORE WIRE CORP | 371,825 | $38.6B | 299.12% | |
| 89 | NTNXNUTANIX INC | 2,586,089 | $37.8B | 292.88% | |
| 90 | LPXLOUISIANA PAC CORP | 716,620 | $37.6B | 290.74% | |
| 91 | AELUSDAMERICAN EQTY INVT LIFE HLD | 1,016,603 | $37.2B | 287.79% | |
| 92 | NRANRG ENERGY INC | 968,150 | $37.0B | 286.07% | |
| 93 | POSTPOST HLDGS INC | 442,653 | $36.5B | 282.18% | |
| 94 | TRGPTARGA RES CORP | 602,184 | $35.9B | 278.15% | |
| 95 | JXNJACKSON FINANCIAL INC | 1,341,763 | $35.9B | 277.85% | |
| 96 | WOOFOOT LOCKER INC | 1,410,329 | $35.6B | 275.67% | |
| 97 | ARCBARCBEST CORP | 504,811 | $35.5B | 275.00% | |
| 98 | IGTINTERNATIONAL GAME TECHNOLOG | 1,911,092 | $35.5B | 274.58% | |
| 99 | MDRXALLSCRIPTS HEALTHCARE SOLUTN | 2,334,689 | $34.6B | 268.02% | |
| 100 | AJRDEURAEROJET ROCKETDYNE HLDGS INC | 851,401 | $34.6B | 267.59% |
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