JACOBS LEVY EQUITY MANAGEMENT, INC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$17.4B

Holdings

957

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (957 positions)

#StockSharesValue% PortfolioType
101
XRXXEROX HOLDINGS CORP
2,851,898$42.5B244.73%
102
ARCBARCBEST CORP
423,338$41.8B241.05%
103
TPHTRI POINTE HOMES INC
1,265,275$41.6B239.61%
104
ALKSALKERMES PLC
1,327,889$41.6B239.53%
105
UBERUBER TECHNOLOGIES INC
960,823$41.5B239.05%
106
PTCTPTC THERAPEUTICS INC
1,018,674$41.4B238.76%
107
QRVOQORVO INC
404,055$41.2B237.59%
108
NBIXNEUROCRINE BIOSCIENCES INC
435,454$41.1B236.66%
109
RYANRYAN SPECIALTY HOLDINGS INC
913,821$41.0B236.41%
110
SMARGBPSMARTSHEET INC
1,071,411$41.0B236.25%
111
BCCBOISE CASCADE CO DEL
452,559$40.9B235.65%
112
WDAYWORKDAY INC
177,997$40.2B231.72%
113
YELPYELP INC
1,092,146$39.8B229.17%
114
BHFBRIGHTHOUSE FINL INC
831,414$39.4B226.88%
115
SONOSONOS INC
2,402,490$39.2B226.10%
116
JXNJACKSON FINANCIAL INC
1,273,664$39.0B224.69%
117
JNPJUNIPER NETWORKS INC
1,242,881$38.9B224.41%
118
ZSZSCALER INC
263,949$38.6B222.55%
119
ADSKAUTODESK INC
188,129$38.5B221.84%
120
NAVINAVIENT CORPORATION
2,071,151$38.5B221.77%
121
EPAMEPAM SYS INC
170,827$38.4B221.27%
122
ZIONZIONS BANCORPORATION N A
1,421,416$38.2B220.03%
123
CEGCONSTELLATION ENERGY CORP
415,107$38.0B219.02%
124
CMACOMERICA INC
878,729$37.2B214.52%
125
TNETTRINET GROUP INC
389,973$37.0B213.44%
126
CVLTCOMMVAULT SYS INC
507,846$36.9B212.54%
127
FFIVF5 INC
248,161$36.3B209.18%
128
TEXTEREX CORP NEW
604,863$36.2B208.56%
129
AELUSDAMERICAN EQTY INVT LIFE HLD
692,373$36.1B207.93%
130
LNGCHENIERE ENERGY INC
235,398$35.9B206.70%
131
GKDGRAND CANYON ED INC
347,266$35.8B206.56%
132
BKBANK NEW YORK MELLON CORP
803,447$35.8B206.14%
133
TENBTENABLE HLDGS INC
803,939$35.0B201.78%
134
COSTCOSTCO WHSL CORP NEW
64,199$34.6B199.19%
135
BMYBRISTOL-MYERS SQUIBB CO
535,986$34.3B197.54%
136
LRCXEURLAM RESEARCH CORP
53,150$34.2B196.92%
137
DDSDILLARDS INC
104,142$34.0B195.83%
138
CRCCALIFORNIA RES CORP
747,226$33.8B195.03%
139
AWNADVANCE AUTO PARTS INC
478,637$33.6B193.92%
140
REEVEREST RE GROUP LTD
97,486$33.3B192.07%
141
DTEDTE ENERGY CO
294,314$32.4B186.61%
142
EYENATIONAL VISION HLDGS INC
1,314,884$31.9B184.07%
143
PRGPROG HOLDINGS INC
991,953$31.9B183.62%
144
POSTPOST HLDGS INC
363,975$31.5B181.76%
145
LPXLOUISIANA PAC CORP
415,201$31.1B179.42%
146
ACLSAXCELIS TECHNOLOGIES INC
169,552$31.1B179.14%
147
WIREEURENCORE WIRE CORP
164,324$30.6B176.08%
148
AMBAAMBARELLA INC
362,699$30.3B174.90%
149
PRKSSEAWORLD ENTMT INC
537,340$30.1B173.45%
150
DYDYCOM INDS INC
264,393$30.0B173.17%
151
TCBITEXAS CAP BANCSHARES INC
580,062$29.9B172.16%
152
TSLATESLA INC
110,746$29.0B167.07%
153
PARRPAR PAC HOLDINGS INC
1,088,497$29.0B166.93%
154
LENLENNAR CORP
229,420$28.7B165.68%
155
TXTTEXTRON INC
418,476$28.3B163.11%
156
COSCNO FINL GROUP INC
1,182,652$28.0B161.33%
157
RAREULTRAGENYX PHARMACEUTICAL IN
604,287$27.9B160.65%
158
TMHCTAYLOR MORRISON HOME CORP
569,061$27.8B159.95%
159
CATCATERPILLAR INC
112,401$27.7B159.39%
160
SNAPSNAP INC
2,332,763$27.6B159.17%
161
NEMNEWMONT CORP
640,648$27.3B157.51%
162
KDKYNDRYL HLDGS INC
2,047,875$27.2B156.73%
163
MANMANPOWERGROUP INC WIS
337,415$26.8B154.40%
164
RDFNREDFIN CORP
2,108,538$26.2B150.93%
165
EBAEBAY INC.
565,623$25.3B145.68%
166
8DTSQUARESPACE INC
777,537$24.5B141.33%
167
JBLJABIL INC
224,103$24.2B139.40%
168
PENGSMART GLOBAL HLDGS INC
826,697$24.0B138.21%
169
CFRCULLEN FROST BANKERS INC
222,927$24.0B138.15%
170
VIAVVIAVI SOLUTIONS INC
2,104,001$23.8B137.38%
171
GMS1EURGMS INC
343,979$23.8B137.18%
172
SKYSKYLINE CHAMPION CORPORATION
362,986$23.8B136.92%
173
PEGAPEGASYSTEMS INC
481,212$23.7B136.72%
174
FTVFORTIVE CORP
315,027$23.6B135.75%
175
4DHDANA INC
1,382,779$23.5B135.48%
176
TVTXTRAVERE THERAPEUTICS INC
1,524,800$23.4B134.97%
177
WRBBERKLEY W R CORP
390,347$23.2B133.99%
178
NVRNVR INC
3,660$23.2B133.95%
179
VISNCOMMSCOPE HLDG CO INC
4,061,077$22.9B131.76%
180
ISIIONIS PHARMACEUTICALS INC
549,558$22.5B129.95%
181
DOCNDIGITALOCEAN HLDGS INC
559,569$22.5B129.45%
182
MYRGMYR GROUP INC DEL
162,144$22.4B129.28%
183
ADNTADIENT PLC
583,523$22.4B128.87%
184
OGNORGANON & CO
1,058,296$22.0B126.92%
185
AMPHAMPHASTAR PHARMACEUTICALS IN
383,208$22.0B126.92%
186
KMBKIMBERLY-CLARK CORP
158,332$21.9B125.98%
187
PAYXPAYCHEX INC
186,355$20.8B120.15%
188
CHGGCHEGG INC
2,325,782$20.7B119.02%
189
BPOPPOPULAR INC
338,044$20.5B117.90%
190
KEYKEYCORP
2,199,650$20.3B117.13%
191
SBACSBA COMMUNICATIONS CORP NEW
87,479$20.3B116.84%
192
QLYSQUALYS INC
155,431$20.1B115.71%
193
AXSAXIS CAP HLDGS LTD
364,870$19.6B113.19%
194
TNDMTANDEM DIABETES CARE INC
790,855$19.4B111.85%
195
PSTGPURE STORAGE INC
526,152$19.4B111.65%
196
SNDRSCHNEIDER NATIONAL INC
672,411$19.3B111.29%
197
MDRXVERADIGM INC
1,522,261$19.2B110.54%
198
RHPRYMAN HOSPITALITY PPTYS INC
205,608$19.1B110.11%
199
RLJRLJ LODGING TR
1,845,865$19.0B109.25%
200
LIVNLIVANOVA PLC
367,615$18.9B108.96%
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