JACOBS LEVY EQUITY MANAGEMENT, INC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$24.2B
Holdings
946
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (946 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | KDKYNDRYL HLDGS INC | 2,106,670 | $55.4B | 229.21% | |
| 102 | OMCOMNICOM GROUP INC | 612,951 | $55.0B | 227.37% | |
| 103 | GLGLOBE LIFE INC | 655,968 | $54.0B | 223.20% | |
| 104 | PNWPINNACLE WEST CAP CORP | 702,817 | $53.7B | 222.00% | |
| 105 | CRUSCIRRUS LOGIC INC | 416,819 | $53.2B | 220.05% | |
| 106 | DOCUDOCUSIGN INC | 990,532 | $53.0B | 219.15% | |
| 107 | BCCBOISE CASCADE CO DEL | 443,253 | $52.8B | 218.54% | |
| 108 | PTCTPTC THERAPEUTICS INC | 1,715,791 | $52.5B | 216.98% | |
| 109 | TRUTRANSUNION | 700,150 | $51.9B | 214.73% | |
| 110 | NSPINSPERITY INC | 564,590 | $51.5B | 212.96% | |
| 111 | CMICUMMINS INC | 182,513 | $50.5B | 209.02% | |
| 112 | CFLTCONFLUENT INC | 1,711,073 | $50.5B | 208.95% | |
| 113 | EVREVERCORE INC | 240,586 | $50.1B | 207.37% | |
| 114 | TNDMTANDEM DIABETES CARE INC | 1,244,140 | $50.1B | 207.30% | |
| 115 | TWLOTWILIO INC | 862,860 | $49.0B | 202.72% | |
| 116 | CARTMAPLEBEAR INC | 1,499,363 | $48.2B | 199.28% | |
| 117 | DHID R HORTON INC | 340,964 | $48.1B | 198.72% | |
| 118 | ALSNALLISON TRANSMISSION HLDGS I | 628,622 | $47.7B | 197.31% | |
| 119 | ESSESSEX PPTY TR INC | 174,468 | $47.5B | 196.39% | |
| 120 | SONOSONOS INC | 3,178,262 | $46.9B | 194.00% | |
| 121 | EBAEBAY INC. | 871,910 | $46.8B | 193.70% | |
| 122 | GTGOODYEAR TIRE & RUBR CO | 4,034,329 | $45.8B | 189.36% | |
| 123 | WCCWESCO INTL INC | 287,530 | $45.6B | 188.49% | |
| 124 | TPHTRI POINTE HOMES INC | 1,219,709 | $45.4B | 187.89% | |
| 125 | LPLALPL FINL HLDGS INC | 160,464 | $44.8B | 185.34% | |
| 126 | BWABORGWARNER INC | 1,388,416 | $44.8B | 185.11% | |
| 127 | CVLTCOMMVAULT SYS INC | 367,451 | $44.7B | 184.74% | |
| 128 | CMACOMERICA INC | 865,163 | $44.2B | 182.61% | |
| 129 | DDSDILLARDS INC | 96,435 | $42.5B | 175.63% | |
| 130 | LULULULULEMON ATHLETICA INC | 137,555 | $41.1B | 169.91% | |
| 131 | BPOPPOPULAR INC | 463,218 | $41.0B | 169.40% | |
| 132 | ARCBARCBEST CORP | 378,322 | $40.5B | 167.53% | |
| 133 | THGHANOVER INS GROUP INC | 318,803 | $40.0B | 165.38% | |
| 134 | TRIPTRIPADVISOR INC | 2,231,381 | $39.7B | 164.34% | |
| 135 | CFRCULLEN FROST BANKERS INC | 389,625 | $39.6B | 163.75% | |
| 136 | LYBLYONDELLBASELL INDUSTRIES N | 411,455 | $39.4B | 162.77% | |
| 137 | TNETTRINET GROUP INC | 387,826 | $38.8B | 160.38% | |
| 138 | BFHBREAD FINANCIAL HOLDINGS INC | 861,046 | $38.4B | 158.67% | |
| 139 | KNSLKINSALE CAP GROUP INC | 97,866 | $37.7B | 155.93% | |
| 140 | CAHCARDINAL HEALTH INC | 377,396 | $37.1B | 153.45% | |
| 141 | HP5AEQUITY COMWLTH | 1,903,970 | $36.9B | 152.75% | |
| 142 | IPGINTERPUBLIC GROUP COS INC | 1,259,810 | $36.6B | 151.55% | |
| 143 | DOCNDIGITALOCEAN HLDGS INC | 1,052,469 | $36.6B | 151.25% | |
| 144 | GPORGULFPORT ENERGY CORP | 240,987 | $36.4B | 150.49% | |
| 145 | PHINPHINIA INC | 920,732 | $36.2B | 149.87% | |
| 146 | MANMANPOWERGROUP INC WIS | 517,615 | $36.1B | 149.41% | |
| 147 | PAYCPAYCOM SOFTWARE INC | 251,829 | $36.0B | 148.96% | |
| 148 | SCCOSOUTHERN COPPER CORP | 329,273 | $35.5B | 146.71% | |
| 149 | DUOLDUOLINGO INC | 170,007 | $35.5B | 146.71% | |
| 150 | MPWRMONOLITHIC PWR SYS INC | 42,682 | $35.1B | 145.03% | |
| 151 | HIGHARTFORD FINL SVCS GROUP INC | 342,566 | $34.4B | 142.43% | |
| 152 | FLRFLUOR CORP NEW | 780,682 | $34.0B | 140.60% | |
| 153 | RLIRLI CORP | 241,459 | $34.0B | 140.48% | |
| 154 | REEVEREST GROUP LTD | 88,404 | $33.7B | 139.30% | |
| 155 | ELLAUDER ESTEE COS INC | 314,724 | $33.5B | 138.48% | |
| 156 | TPGTPG INC | 794,311 | $32.9B | 136.16% | |
| 157 | TAT&T INC | 1,708,789 | $32.7B | 135.04% | |
| 158 | CNHICNH INDL N V | 3,219,418 | $32.6B | 134.87% | |
| 159 | BHFBRIGHTHOUSE FINL INC | 718,463 | $31.1B | 128.77% | |
| 160 | AMGAFFILIATED MANAGERS GROUP IN | 199,096 | $31.1B | 128.63% | |
| 161 | ILMNILLUMINA INC | 297,683 | $31.1B | 128.50% | |
| 162 | OSKOSHKOSH CORP | 285,188 | $30.9B | 127.61% | |
| 163 | CMCCOMMERCIAL METALS CO | 559,016 | $30.7B | 127.12% | |
| 164 | RXORXO INC | 1,171,665 | $30.6B | 126.71% | |
| 165 | MGYMAGNOLIA OIL & GAS CORP | 1,206,143 | $30.6B | 126.39% | |
| 166 | DKSDICKS SPORTING GOODS INC | 140,349 | $30.2B | 124.70% | |
| 167 | DXCDXC TECHNOLOGY CO | 1,578,533 | $30.1B | 124.62% | |
| 168 | SAIASAIA INC | 63,010 | $29.9B | 123.59% | |
| 169 | SNDRSCHNEIDER NATIONAL INC | 1,229,293 | $29.7B | 122.82% | |
| 170 | EXPEAGLE MATLS INC | 135,799 | $29.5B | 122.12% | |
| 171 | KEYKEYCORP | 2,066,850 | $29.4B | 121.46% | |
| 172 | SNAPSNAP INC | 1,760,469 | $29.2B | 120.93% | |
| 173 | TDCTERADATA CORP DEL | 842,085 | $29.1B | 120.35% | |
| 174 | MTHMERITAGE HOMES CORP | 177,754 | $28.8B | 118.97% | |
| 175 | KMBKIMBERLY-CLARK CORP | 206,779 | $28.6B | 118.18% | |
| 176 | ALLYALLY FINL INC | 720,206 | $28.6B | 118.15% | |
| 177 | IRDMIRIDIUM COMMUNICATIONS INC | 1,073,249 | $28.6B | 118.15% | |
| 178 | PENGSMART GLOBAL HLDGS INC | 1,248,741 | $28.6B | 118.10% | |
| 179 | IRWDIRONWOOD PHARMACEUTICALS INC | 4,358,298 | $28.4B | 117.51% | |
| 180 | HTDCORCEPT THERAPEUTICS INC | 870,834 | $28.3B | 117.01% | |
| 181 | DINOHF SINCLAIR CORP | 523,922 | $27.9B | 115.57% | |
| 182 | ISIIONIS PHARMACEUTICALS INC | 572,870 | $27.3B | 112.91% | |
| 183 | TRVCCITIGROUP INC | 428,382 | $27.2B | 112.42% | |
| 184 | CNCCENTENE CORP DEL | 403,800 | $26.8B | 110.71% | |
| 185 | FAFFIRST AMERN FINL CORP | 487,729 | $26.3B | 108.81% | |
| 186 | FTITECHNIPFMC PLC | 1,006,137 | $26.3B | 108.80% | |
| 187 | RAREULTRAGENYX PHARMACEUTICAL IN | 634,327 | $26.1B | 107.81% | |
| 188 | STNGSCORPIO TANKERS INC | 320,100 | $26.0B | 107.61% | |
| 189 | TENBTENABLE HLDGS INC | 596,209 | $26.0B | 107.45% | |
| 190 | SLABSILICON LABORATORIES INC | 233,153 | $25.8B | 106.67% | |
| 191 | WOOFOOT LOCKER INC | 1,029,072 | $25.6B | 106.05% | |
| 192 | MMM3M CO | 247,573 | $25.3B | 104.62% | |
| 193 | WKCWORLD KINECT CORPORATION | 978,623 | $25.2B | 104.41% | |
| 194 | PRGPROG HOLDINGS INC | 727,247 | $25.2B | 104.30% | |
| 195 | AZEKAZEK CO INC | 580,644 | $24.5B | 101.16% | |
| 196 | HHHHOWARD HUGHES HOLDINGS INC | 373,337 | $24.2B | 100.07% | |
| 197 | TMHCTAYLOR MORRISON HOME CORP | 435,861 | $24.2B | 99.93% | |
| 198 | NAVINAVIENT CORPORATION | 1,647,050 | $24.0B | 99.17% | |
| 199 | SLVMSYLVAMO CORP | 347,084 | $23.8B | 98.46% | |
| 200 | HLTHILTON WORLDWIDE HLDGS INC | 107,511 | $23.5B | 97.01% |