JACOBS LEVY EQUITY MANAGEMENT, INC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$24.2T
Holdings
946
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (946 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 11,127,171 | $1.4T | 5.68% | |
| 2 | AAPLAPPLE INC | 6,293,785 | $1.3T | 5.48% | |
| 3 | MSFTMICROSOFT CORP | 2,239,001 | $1.0T | 4.14% | |
| 4 | GOOGALPHABET INC | 2,664,964 | $488.8B | 2.02% | |
| 5 | AMZNAMAZON COM INC | 1,959,111 | $378.6B | 1.57% | |
| 6 | BKNGBOOKING HOLDINGS INC | 93,211 | $369.3B | 1.53% | |
| 7 | MCKMCKESSON CORP | 543,794 | $317.6B | 1.31% | |
| 8 | METAMETA PLATFORMS INC | 583,547 | $294.2B | 1.22% | |
| 9 | MAMASTERCARD INCORPORATED | 632,516 | $279.0B | 1.15% | |
| 10 | FTNTFORTINET INC | 4,278,846 | $257.9B | 1.07% | |
| 11 | VLOVALERO ENERGY CORP | 1,620,913 | $254.1B | 1.05% | |
| 12 | GMGENERAL MTRS CO | 5,439,624 | $252.7B | 1.05% | |
| 13 | ODFLOLD DOMINION FREIGHT LINE IN | 1,420,735 | $250.9B | 1.04% | |
| 14 | HUMHUMANA INC | 634,898 | $237.2B | 0.98% | |
| 15 | ABNBAIRBNB INC | 1,515,406 | $229.8B | 0.95% | |
| 16 | JBHTHUNT J B TRANS SVCS INC | 1,426,835 | $228.3B | 0.94% | |
| 17 | ELVELEVANCE HEALTH INC | 400,904 | $217.2B | 0.90% | |
| 18 | TRVTRAVELERS COMPANIES INC | 1,043,952 | $212.3B | 0.88% | |
| 19 | ADMARCHER DANIELS MIDLAND CO | 3,458,715 | $209.1B | 0.86% | |
| 20 | SPOTSPOTIFY TECHNOLOGY S A | 657,397 | $206.3B | 0.85% | |
| 21 | TEAMATLASSIAN CORPORATION | 1,159,437 | $205.1B | 0.85% | |
| 22 | SYFSYNCHRONY FINANCIAL | 4,289,327 | $202.4B | 0.84% | |
| 23 | ADPAUTOMATIC DATA PROCESSING IN | 819,067 | $195.5B | 0.81% | |
| 24 | NRANRG ENERGY INC | 2,480,960 | $193.2B | 0.80% | |
| 25 | CEGCONSTELLATION ENERGY CORP | 961,483 | $192.6B | 0.80% | |
| 26 | VSTVISTRA CORP | 2,215,362 | $190.5B | 0.79% | |
| 27 | CRWDCROWDSTRIKE HLDGS INC | 489,885 | $187.7B | 0.78% | |
| 28 | UBERUBER TECHNOLOGIES INC | 2,477,286 | $180.0B | 0.74% | |
| 29 | MOHMOLINA HEALTHCARE INC | 562,337 | $167.2B | 0.69% | |
| 30 | MRKMERCK & CO INC | 1,278,793 | $158.3B | 0.65% | |
| 31 | ALSALLSTATE CORP | 969,768 | $154.8B | 0.64% | |
| 32 | APHAMPHENOL CORP NEW | 2,270,813 | $153.0B | 0.63% | |
| 33 | PGRPROGRESSIVE CORP | 736,239 | $152.9B | 0.63% | |
| 34 | PEOEXELON CORP | 4,336,521 | $150.1B | 0.62% | |
| 35 | OTISOTIS WORLDWIDE CORP | 1,469,399 | $141.4B | 0.58% | |
| 36 | NTNXNUTANIX INC | 2,442,319 | $138.8B | 0.57% | |
| 37 | VLTOVERALTO CORP | 1,445,450 | $138.0B | 0.57% | |
| 38 | RGAREINSURANCE GRP OF AMERICA I | 644,021 | $132.2B | 0.55% | |
| 39 | DBXDROPBOX INC | 5,873,600 | $132.0B | 0.55% | |
| 40 | K6BKBR INC | 2,046,274 | $131.2B | 0.54% | |
| 41 | DOWDOW INC | 2,468,150 | $130.9B | 0.54% | |
| 42 | DDDUPONT DE NEMOURS INC | 1,610,940 | $129.7B | 0.54% | |
| 43 | COPCONOCOPHILLIPS | 1,131,199 | $129.4B | 0.54% | |
| 44 | INTUINTUIT | 193,029 | $126.9B | 0.52% | |
| 45 | TSNTYSON FOODS INC | 2,119,132 | $121.1B | 0.50% | |
| 46 | PYPLPAYPAL HLDGS INC | 2,050,678 | $119.0B | 0.49% | |
| 47 | WDAYWORKDAY INC | 525,984 | $117.6B | 0.49% | |
| 48 | VRSNVERISIGN INC | 645,957 | $114.9B | 0.47% | |
| 49 | GEHCGE HEALTHCARE TECHNOLOGIES I | 1,471,997 | $114.7B | 0.47% | |
| 50 | DPZDOMINOS PIZZA INC | 218,604 | $112.9B | 0.47% | |
| 51 | LPXLOUISIANA PAC CORP | 1,329,791 | $109.5B | 0.45% | |
| 52 | SRPTSAREPTA THERAPEUTICS INC | 690,408 | $109.1B | 0.45% | |
| 53 | NVRNVR INC | 14,285 | $108.4B | 0.45% | |
| 54 | LENLENNAR CORP | 688,780 | $103.2B | 0.43% | |
| 55 | EWEDWARDS LIFESCIENCES CORP | 1,086,713 | $100.4B | 0.42% | |
| 56 | AFWALIGN TECHNOLOGY INC | 411,411 | $99.3B | 0.41% | |
| 57 | INTCINTEL CORP | 3,205,759 | $99.3B | 0.41% | |
| 58 | NBIXNEUROCRINE BIOSCIENCES INC | 721,087 | $99.3B | 0.41% | |
| 59 | GWREGUIDEWIRE SOFTWARE INC | 710,433 | $98.0B | 0.41% | |
| 60 | LYVLIVE NATION ENTERTAINMENT IN | 986,232 | $92.4B | 0.38% | |
| 61 | ACMAECOM | 1,041,207 | $91.8B | 0.38% | |
| 62 | NUNU HLDGS LTD | 7,067,554 | $91.1B | 0.38% | |
| 63 | LYFTLYFT INC | 6,378,958 | $89.9B | 0.37% | |
| 64 | MPCMARATHON PETE CORP | 507,377 | $88.0B | 0.36% | |
| 65 | JXNJACKSON FINANCIAL INC | 1,157,471 | $86.0B | 0.36% | |
| 66 | HOODROBINHOOD MKTS INC | 3,712,513 | $84.3B | 0.35% | |
| 67 | TERTERADYNE INC | 568,146 | $84.3B | 0.35% | |
| 68 | PCORPROCORE TECHNOLOGIES INC | 1,256,945 | $83.3B | 0.34% | |
| 69 | RBLXROBLOX CORP | 2,190,025 | $81.5B | 0.34% | |
| 70 | SMARGBPSMARTSHEET INC | 1,839,530 | $81.1B | 0.34% | |
| 71 | GEVGE VERNOVA INC | 470,524 | $80.7B | 0.33% | |
| 72 | IBKRINTERACTIVE BROKERS GROUP IN | 646,535 | $79.3B | 0.33% | |
| 73 | CRBGCOREBRIDGE FINL INC | 2,651,789 | $77.2B | 0.32% | |
| 74 | LMTLOCKHEED MARTIN CORP | 164,347 | $76.8B | 0.32% | |
| 75 | PSXPHILLIPS 66 | 542,773 | $76.6B | 0.32% | |
| 76 | LEALEAR CORP | 669,485 | $76.5B | 0.32% | |
| 77 | EXPEEXPEDIA GROUP INC | 603,091 | $76.0B | 0.31% | |
| 78 | WMTWALMART INC | 1,102,362 | $74.6B | 0.31% | |
| 79 | LSTRLANDSTAR SYS INC | 388,170 | $71.6B | 0.30% | |
| 80 | RHIROBERT HALF INC. | 1,117,820 | $71.5B | 0.30% | |
| 81 | CPTCAMDEN PPTY TR | 648,498 | $70.8B | 0.29% | |
| 82 | FFORD MTR CO DEL | 5,628,765 | $70.6B | 0.29% | |
| 83 | BKBANK NEW YORK MELLON CORP | 1,177,701 | $70.5B | 0.29% | |
| 84 | WSMWILLIAMS SONOMA INC | 244,188 | $69.0B | 0.29% | |
| 85 | HUNHUNTSMAN CORP | 3,023,384 | $68.8B | 0.28% | |
| 86 | ATMUATMUS FILTRATION TECHNOLOGIE | 2,340,598 | $67.4B | 0.28% | |
| 87 | GILDGILEAD SCIENCES INC | 968,172 | $66.4B | 0.27% | |
| 88 | STTSTATE STR CORP | 892,719 | $66.1B | 0.27% | |
| 89 | SSENTINELONE INC | 3,119,936 | $65.7B | 0.27% | |
| 90 | KBHKB HOME | 925,857 | $65.0B | 0.27% | |
| 91 | CCKCROWN HLDGS INC | 861,046 | $64.1B | 0.26% | |
| 92 | SLMSLM CORP | 3,039,092 | $63.2B | 0.26% | |
| 93 | BOXBOX INC | 2,380,986 | $63.0B | 0.26% | |
| 94 | BLDRBUILDERS FIRSTSOURCE INC | 450,252 | $62.3B | 0.26% | |
| 95 | AWNADVANCE AUTO PARTS INC | 965,546 | $61.1B | 0.25% | |
| 96 | CRMSALESFORCE INC | 227,262 | $58.4B | 0.24% | |
| 97 | AGCOAGCO CORP | 583,085 | $57.1B | 0.24% | |
| 98 | SNOWSNOWFLAKE INC | 419,472 | $56.7B | 0.23% | |
| 99 | EX9EXELIXIS INC | 2,521,183 | $56.6B | 0.23% | |
| 100 | EPAMEPAM SYS INC | 299,539 | $56.3B | 0.23% |
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