JACOBS LEVY EQUITY MANAGEMENT, INC Q3 2022 Filing
Filed November 15, 2022
Portfolio Value
$12.6B
Holdings
970
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (970 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 3,113,411 | $430.3B | 3401.44% | |
| 2 | MSFTMICROSOFT CORP | 1,757,298 | $409.3B | 3235.44% | |
| 3 | TSLATESLA INC | 1,100,171 | $291.8B | 2306.93% | |
| 4 | GOOGALPHABET INC | 2,501,651 | $240.5B | 1901.49% | |
| 5 | HUMHUMANA INC | 371,163 | $180.1B | 1423.63% | |
| 6 | AMZNAMAZON COM INC | 1,393,809 | $157.5B | 1245.09% | |
| 7 | AZOAUTOZONE INC | 69,819 | $149.5B | 1182.21% | |
| 8 | DYHTARGET CORP | 993,105 | $147.4B | 1164.98% | |
| 9 | NFLXNETFLIX INC | 620,155 | $146.0B | 1154.25% | |
| 10 | BKNGBOOKING HOLDINGS INC | 78,920 | $129.7B | 1025.18% | |
| 11 | PANWPALO ALTO NETWORKS INC | 769,043 | $126.0B | 995.77% | |
| 12 | ORLYOREILLY AUTOMOTIVE INC | 177,473 | $124.8B | 986.79% | |
| 13 | LMTLOCKHEED MARTIN CORP | 303,132 | $117.1B | 925.69% | |
| 14 | MCKMCKESSON CORP | 338,338 | $115.0B | 909.04% | |
| 15 | CTVACORTEVA INC | 1,934,490 | $110.6B | 873.98% | |
| 16 | VLOVALERO ENERGY CORP | 1,029,859 | $110.0B | 869.90% | |
| 17 | FTNTFORTINET INC | 2,230,434 | $109.6B | 866.27% | |
| 18 | ALSALLSTATE CORP | 799,344 | $99.5B | 786.91% | |
| 19 | CICIGNA CORP NEW | 350,297 | $97.2B | 768.37% | |
| 20 | VRSNVERISIGN INC | 551,607 | $95.8B | 757.44% | |
| 21 | METAMETA PLATFORMS INC | 672,802 | $91.3B | 721.64% | |
| 22 | HCAHCA HEALTHCARE INC | 489,821 | $90.0B | 711.67% | |
| 23 | EPAMEPAM SYS INC | 243,199 | $88.1B | 696.33% | |
| 24 | CAHCARDINAL HEALTH INC | 1,307,176 | $87.2B | 689.04% | |
| 25 | RJFRAYMOND JAMES FINL INC | 864,121 | $85.4B | 675.05% | |
| 26 | RGAREINSURANCE GRP OF AMERICA I | 655,161 | $82.4B | 651.60% | |
| 27 | LWLAMB WESTON HLDGS INC | 1,007,085 | $77.9B | 616.04% | |
| 28 | INCYINCYTE CORP | 1,156,285 | $77.1B | 609.14% | |
| 29 | UTHUNITED THERAPEUTICS CORP DEL | 365,619 | $76.6B | 605.17% | |
| 30 | EXPDEXPEDITORS INTL WASH INC | 842,131 | $74.4B | 587.91% | |
| 31 | EXPEEXPEDIA GROUP INC | 783,602 | $73.4B | 580.38% | |
| 32 | CRWDCROWDSTRIKE HLDGS INC | 431,764 | $71.2B | 562.53% | |
| 33 | ZIONZIONS BANCORPORATION N A | 1,377,282 | $70.0B | 553.76% | |
| 34 | GDDYGODADDY INC | 986,213 | $69.9B | 552.60% | |
| 35 | CPTCAMDEN PPTY TR | 584,504 | $69.8B | 551.94% | |
| 36 | MOHMOLINA HEALTHCARE INC | 208,391 | $68.7B | 543.38% | |
| 37 | ANETEURARISTA NETWORKS INC | 600,608 | $67.8B | 536.00% | |
| 38 | PYPLPAYPAL HLDGS INC | 772,815 | $66.5B | 525.83% | |
| 39 | PSXPHILLIPS 66 | 823,993 | $66.5B | 525.81% | |
| 40 | NTNXNUTANIX INC | 3,170,373 | $66.0B | 522.06% | |
| 41 | ULTAULTA BEAUTY INC | 163,129 | $65.4B | 517.37% | |
| 42 | HSYHERSHEY CO | 289,710 | $63.9B | 504.93% | |
| 43 | TEAMATLASSIAN CORP PLC | 299,424 | $63.1B | 498.48% | |
| 44 | LPXLOUISIANA PAC CORP | 1,227,429 | $62.8B | 496.71% | |
| 45 | NTAPNETAPP INC | 1,004,008 | $62.1B | 490.90% | |
| 46 | BALLBALL CORP | 1,223,896 | $59.1B | 467.51% | |
| 47 | MUMICRON TECHNOLOGY INC | 1,170,790 | $58.7B | 463.70% | |
| 48 | GILDGILEAD SCIENCES INC | 946,986 | $58.4B | 461.83% | |
| 49 | VRTXVERTEX PHARMACEUTICALS INC | 201,674 | $58.4B | 461.61% | |
| 50 | MUSAMURPHY USA INC | 207,455 | $57.0B | 450.85% | |
| 51 | JNPJUNIPER NETWORKS INC | 2,170,142 | $56.7B | 448.10% | |
| 52 | SRPTSAREPTA THERAPEUTICS INC | 502,193 | $55.5B | 438.84% | |
| 53 | RNRRENAISSANCERE HLDGS LTD | 387,049 | $54.3B | 429.56% | |
| 54 | AGCOAGCO CORP | 562,370 | $54.1B | 427.54% | |
| 55 | LYFTLYFT INC | 4,011,998 | $52.8B | 417.70% | |
| 56 | WDCWESTERN DIGITAL CORP. | 1,622,919 | $52.8B | 417.61% | |
| 57 | DBXDROPBOX INC | 2,528,925 | $52.4B | 414.23% | |
| 58 | SNOWSNOWFLAKE INC | 301,066 | $51.2B | 404.51% | |
| 59 | VTRSVIATRIS INC | 5,908,963 | $50.3B | 397.98% | |
| 60 | HLTHILTON WORLDWIDE HLDGS INC | 416,547 | $50.2B | 397.19% | |
| 61 | HSTHOST HOTELS & RESORTS INC | 3,146,439 | $50.0B | 394.99% | |
| 62 | CMACOMERICA INC | 693,027 | $49.3B | 389.53% | |
| 63 | DOCUDOCUSIGN INC | 907,967 | $48.5B | 383.79% | |
| 64 | SYFSYNCHRONY FINANCIAL | 1,685,866 | $47.5B | 375.70% | |
| 65 | GTGOODYEAR TIRE & RUBR CO | 4,679,891 | $47.2B | 373.29% | |
| 66 | WOOFOOT LOCKER INC | 1,501,378 | $46.7B | 369.48% | |
| 67 | TSCOTRACTOR SUPPLY CO | 250,507 | $46.6B | 368.10% | |
| 68 | CFCF INDS HLDGS INC | 482,822 | $46.5B | 367.38% | |
| 69 | SAMBOSTON BEER INC | 142,147 | $46.0B | 363.69% | |
| 70 | REEVEREST RE GROUP LTD | 175,088 | $46.0B | 363.25% | |
| 71 | LSTRLANDSTAR SYS INC | 317,957 | $45.9B | 362.88% | |
| 72 | MEDPMEDPACE HLDGS INC | 287,194 | $45.1B | 356.83% | |
| 73 | SPLKCHFSPLUNK INC | 591,092 | $44.5B | 351.39% | |
| 74 | EVREVERCORE INC | 537,589 | $44.2B | 349.55% | |
| 75 | WIREEURENCORE WIRE CORP | 377,686 | $43.6B | 344.97% | |
| 76 | ALSNALLISON TRANSMISSION HLDGS I | 1,284,626 | $43.4B | 342.85% | |
| 77 | BHFBRIGHTHOUSE FINL INC | 992,297 | $43.1B | 340.61% | |
| 78 | IBKRINTERACTIVE BROKERS GROUP IN | 669,893 | $42.8B | 338.45% | |
| 79 | AONAON PLC | 158,538 | $42.5B | 335.72% | |
| 80 | GKDGRAND CANYON ED INC | 515,675 | $42.4B | 335.30% | |
| 81 | ZSZSCALER INC | 253,595 | $41.7B | 329.52% | |
| 82 | WIXWIX COM LTD | 528,460 | $41.3B | 326.81% | |
| 83 | ZGZILLOW GROUP INC | 1,438,448 | $41.2B | 325.56% | |
| 84 | BCCBOISE CASCADE CO DEL | 688,652 | $40.9B | 323.70% | |
| 85 | PNWPINNACLE WEST CAP CORP | 634,083 | $40.9B | 323.37% | |
| 86 | XRXXEROX HOLDINGS CORP | 3,126,217 | $40.9B | 323.26% | |
| 87 | SLMSLM CORP | 2,908,379 | $40.7B | 321.65% | |
| 88 | DELLDELL TECHNOLOGIES INC | 1,182,661 | $40.4B | 319.47% | |
| 89 | NAVINAVIENT CORPORATION | 2,748,534 | $40.4B | 319.18% | |
| 90 | EX9EXELIXIS INC | 2,566,038 | $40.2B | 318.07% | |
| 91 | JXNJACKSON FINANCIAL INC | 1,449,740 | $40.2B | 318.03% | |
| 92 | TERTERADYNE INC | 535,113 | $40.2B | 317.90% | |
| 93 | VRTVERTIV HOLDINGS CO | 4,036,541 | $39.2B | 310.16% | |
| 94 | CRUSCIRRUS LOGIC INC | 564,573 | $38.8B | 307.07% | |
| 95 | LNGCHENIERE ENERGY INC | 230,490 | $38.2B | 302.31% | |
| 96 | AJRDEURAEROJET ROCKETDYNE HLDGS INC | 932,878 | $37.3B | 294.92% | |
| 97 | AVTAVNET INC | 1,030,162 | $37.2B | 294.15% | |
| 98 | LEALEAR CORP | 306,824 | $36.7B | 290.31% | |
| 99 | ALKSALKERMES PLC | 1,605,405 | $35.8B | 283.40% | |
| 100 | CHGGCHEGG INC | 1,676,979 | $35.3B | 279.33% |
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