JACOBS LEVY EQUITY MANAGEMENT, INC Q3 2022 Filing

Filed November 15, 2022

Portfolio Value

$12.6T

Holdings

970

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (970 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
3,113,411$430.3B3.40%
2
MSFTMICROSOFT CORP
1,757,298$409.3B3.24%
3
TSLATESLA INC
1,100,171$291.8B2.31%
4
GOOGALPHABET INC
2,501,651$240.5B1.90%
5
HUMHUMANA INC
371,163$180.1B1.42%
6
AMZNAMAZON COM INC
1,393,809$157.5B1.25%
7
AZOAUTOZONE INC
69,819$149.5B1.18%
8
DYHTARGET CORP
993,105$147.4B1.16%
9
NFLXNETFLIX INC
620,155$146.0B1.15%
10
BKNGBOOKING HOLDINGS INC
78,920$129.7B1.03%
11
PANWPALO ALTO NETWORKS INC
769,043$126.0B1.00%
12
ORLYOREILLY AUTOMOTIVE INC
177,473$124.8B0.99%
13
LMTLOCKHEED MARTIN CORP
303,132$117.1B0.93%
14
MCKMCKESSON CORP
338,338$115.0B0.91%
15
CTVACORTEVA INC
1,934,490$110.6B0.87%
16
VLOVALERO ENERGY CORP
1,029,859$110.0B0.87%
17
FTNTFORTINET INC
2,230,434$109.6B0.87%
18
ALSALLSTATE CORP
799,344$99.5B0.79%
19
CICIGNA CORP NEW
350,297$97.2B0.77%
20
VRSNVERISIGN INC
551,607$95.8B0.76%
21
METAMETA PLATFORMS INC
672,802$91.3B0.72%
22
HCAHCA HEALTHCARE INC
489,821$90.0B0.71%
23
EPAMEPAM SYS INC
243,199$88.1B0.70%
24
CAHCARDINAL HEALTH INC
1,307,176$87.2B0.69%
25
RJFRAYMOND JAMES FINL INC
864,121$85.4B0.68%
26
RGAREINSURANCE GRP OF AMERICA I
655,161$82.4B0.65%
27
LWLAMB WESTON HLDGS INC
1,007,085$77.9B0.62%
28
INCYINCYTE CORP
1,156,285$77.1B0.61%
29
UTHUNITED THERAPEUTICS CORP DEL
365,619$76.6B0.61%
30
EXPDEXPEDITORS INTL WASH INC
842,131$74.4B0.59%
31
EXPEEXPEDIA GROUP INC
783,602$73.4B0.58%
32
CRWDCROWDSTRIKE HLDGS INC
431,764$71.2B0.56%
33
ZIONZIONS BANCORPORATION N A
1,377,282$70.0B0.55%
34
GDDYGODADDY INC
986,213$69.9B0.55%
35
CPTCAMDEN PPTY TR
584,504$69.8B0.55%
36
MOHMOLINA HEALTHCARE INC
208,391$68.7B0.54%
37
ANETEURARISTA NETWORKS INC
600,608$67.8B0.54%
38
PYPLPAYPAL HLDGS INC
772,815$66.5B0.53%
39
PSXPHILLIPS 66
823,993$66.5B0.53%
40
NTNXNUTANIX INC
3,170,373$66.0B0.52%
41
ULTAULTA BEAUTY INC
163,129$65.4B0.52%
42
HSYHERSHEY CO
289,710$63.9B0.50%
43
TEAMATLASSIAN CORP PLC
299,424$63.1B0.50%
44
LPXLOUISIANA PAC CORP
1,227,429$62.8B0.50%
45
NTAPNETAPP INC
1,004,008$62.1B0.49%
46
BALLBALL CORP
1,223,896$59.1B0.47%
47
MUMICRON TECHNOLOGY INC
1,170,790$58.7B0.46%
48
GILDGILEAD SCIENCES INC
946,986$58.4B0.46%
49
VRTXVERTEX PHARMACEUTICALS INC
201,674$58.4B0.46%
50
MUSAMURPHY USA INC
207,455$57.0B0.45%
51
JNPJUNIPER NETWORKS INC
2,170,142$56.7B0.45%
52
SRPTSAREPTA THERAPEUTICS INC
502,193$55.5B0.44%
53
RNRRENAISSANCERE HLDGS LTD
387,049$54.3B0.43%
54
AGCOAGCO CORP
562,370$54.1B0.43%
55
LYFTLYFT INC
4,011,998$52.8B0.42%
56
WDCWESTERN DIGITAL CORP.
1,622,919$52.8B0.42%
57
DBXDROPBOX INC
2,528,925$52.4B0.41%
58
SNOWSNOWFLAKE INC
301,066$51.2B0.40%
59
VTRSVIATRIS INC
5,908,963$50.3B0.40%
60
HLTHILTON WORLDWIDE HLDGS INC
416,547$50.2B0.40%
61
HSTHOST HOTELS & RESORTS INC
3,146,439$50.0B0.39%
62
CMACOMERICA INC
693,027$49.3B0.39%
63
DOCUDOCUSIGN INC
907,967$48.5B0.38%
64
SYFSYNCHRONY FINANCIAL
1,685,866$47.5B0.38%
65
GTGOODYEAR TIRE & RUBR CO
4,679,891$47.2B0.37%
66
WOOFOOT LOCKER INC
1,501,378$46.7B0.37%
67
TSCOTRACTOR SUPPLY CO
250,507$46.6B0.37%
68
CFCF INDS HLDGS INC
482,822$46.5B0.37%
69
SAMBOSTON BEER INC
142,147$46.0B0.36%
70
REEVEREST RE GROUP LTD
175,088$46.0B0.36%
71
LSTRLANDSTAR SYS INC
317,957$45.9B0.36%
72
MEDPMEDPACE HLDGS INC
287,194$45.1B0.36%
73
SPLKCHFSPLUNK INC
591,092$44.5B0.35%
74
EVREVERCORE INC
537,589$44.2B0.35%
75
WIREEURENCORE WIRE CORP
377,686$43.6B0.34%
76
ALSNALLISON TRANSMISSION HLDGS I
1,284,626$43.4B0.34%
77
BHFBRIGHTHOUSE FINL INC
992,297$43.1B0.34%
78
IBKRINTERACTIVE BROKERS GROUP IN
669,893$42.8B0.34%
79
AONAON PLC
158,538$42.5B0.34%
80
GKDGRAND CANYON ED INC
515,675$42.4B0.34%
81
ZSZSCALER INC
253,595$41.7B0.33%
82
WIXWIX COM LTD
528,460$41.3B0.33%
83
ZGZILLOW GROUP INC
1,438,448$41.2B0.33%
84
BCCBOISE CASCADE CO DEL
688,652$40.9B0.32%
85
PNWPINNACLE WEST CAP CORP
634,083$40.9B0.32%
86
XRXXEROX HOLDINGS CORP
3,126,217$40.9B0.32%
87
SLMSLM CORP
2,908,379$40.7B0.32%
88
DELLDELL TECHNOLOGIES INC
1,182,661$40.4B0.32%
89
NAVINAVIENT CORPORATION
2,748,534$40.4B0.32%
90
EX9EXELIXIS INC
2,566,038$40.2B0.32%
91
JXNJACKSON FINANCIAL INC
1,449,740$40.2B0.32%
92
TERTERADYNE INC
535,113$40.2B0.32%
93
VRTVERTIV HOLDINGS CO
4,036,541$39.2B0.31%
94
CRUSCIRRUS LOGIC INC
564,573$38.8B0.31%
95
LNGCHENIERE ENERGY INC
230,490$38.2B0.30%
96
AJRDEURAEROJET ROCKETDYNE HLDGS INC
932,878$37.3B0.29%
97
AVTAVNET INC
1,030,162$37.2B0.29%
98
LEALEAR CORP
306,824$36.7B0.29%
99
ALKSALKERMES PLC
1,605,405$35.8B0.28%
100
CHGGCHEGG INC
1,676,979$35.3B0.28%
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