JACOBS LEVY EQUITY MANAGEMENT, INC Q3 2023 Filing
Filed November 17, 2023
Portfolio Value
$16.9B
Holdings
952
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (952 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 5,738,147 | $982.4B | 5818.95% | |
| 2 | MSFTMICROSOFT CORP | 1,887,020 | $595.8B | 3529.09% | |
| 3 | NVDANVIDIA CORPORATION | 1,069,818 | $465.4B | 2756.34% | |
| 4 | METAMETA PLATFORMS INC | 1,201,432 | $360.7B | 2136.32% | |
| 5 | GOOGALPHABET INC | 1,972,270 | $260.0B | 1540.24% | |
| 6 | BKNGBOOKING HOLDINGS INC | 83,385 | $257.2B | 1523.14% | |
| 7 | MAMASTERCARD INCORPORATED | 598,701 | $237.0B | 1403.94% | |
| 8 | FDXFEDEX CORP | 839,694 | $222.5B | 1317.58% | |
| 9 | HUMHUMANA INC | 447,557 | $217.7B | 1289.71% | |
| 10 | MCKMCKESSON CORP | 474,725 | $206.4B | 1222.71% | |
| 11 | TEAMATLASSIAN CORPORATION | 1,001,003 | $201.7B | 1194.75% | |
| 12 | VRTXVERTEX PHARMACEUTICALS INC | 569,480 | $198.0B | 1172.94% | |
| 13 | ABNBAIRBNB INC | 1,380,540 | $189.4B | 1121.96% | |
| 14 | FTNTFORTINET INC | 3,215,894 | $188.7B | 1117.72% | |
| 15 | VLOVALERO ENERGY CORP | 1,304,039 | $184.8B | 1094.55% | |
| 16 | AZOAUTOZONE INC | 71,523 | $181.7B | 1076.02% | |
| 17 | GMGENERAL MTRS CO | 5,258,689 | $173.4B | 1026.92% | |
| 18 | FISFIDELITY NATL INFORMATION SV | 3,084,345 | $170.5B | 1009.70% | |
| 19 | AMZNAMAZON COM INC | 1,283,839 | $163.2B | 966.64% | |
| 20 | MNSTMONSTER BEVERAGE CORP NEW | 3,019,680 | $159.9B | 947.04% | |
| 21 | EWEDWARDS LIFESCIENCES CORP | 2,244,774 | $155.5B | 921.13% | |
| 22 | FFORD MTR CO DEL | 12,352,718 | $153.4B | 908.71% | |
| 23 | VRSNVERISIGN INC | 739,476 | $149.8B | 887.07% | |
| 24 | ALSALLSTATE CORP | 1,261,274 | $140.5B | 832.29% | |
| 25 | UBERUBER TECHNOLOGIES INC | 2,947,826 | $135.6B | 802.98% | |
| 26 | MPCMARATHON PETE CORP | 891,989 | $135.0B | 799.57% | |
| 27 | INTCINTEL CORP | 3,768,974 | $134.0B | 793.61% | |
| 28 | VSTVISTRA CORP | 3,803,267 | $126.2B | 747.44% | |
| 29 | OTISOTIS WORLDWIDE CORP | 1,555,300 | $124.9B | 739.82% | |
| 30 | GDDYGODADDY INC | 1,664,382 | $124.0B | 734.24% | |
| 31 | DELLDELL TECHNOLOGIES INC | 1,766,913 | $121.7B | 721.07% | |
| 32 | INCYINCYTE CORP | 2,085,465 | $120.5B | 713.59% | |
| 33 | DBXDROPBOX INC | 4,418,927 | $120.3B | 712.70% | |
| 34 | DYHTARGET CORP | 1,057,667 | $116.9B | 692.67% | |
| 35 | DOWDOW INC | 2,204,963 | $113.7B | 673.37% | |
| 36 | ADBEADOBE INC | 208,010 | $106.1B | 628.22% | |
| 37 | CRWDCROWDSTRIKE HLDGS INC | 589,596 | $98.7B | 584.52% | |
| 38 | LPLALPL FINL HLDGS INC | 411,287 | $97.7B | 578.93% | |
| 39 | DVADAVITA INC | 970,807 | $91.8B | 543.56% | |
| 40 | MOHMOLINA HEALTHCARE INC | 271,239 | $88.9B | 526.77% | |
| 41 | SYFSYNCHRONY FINANCIAL | 2,907,126 | $88.9B | 526.38% | |
| 42 | RGAREINSURANCE GRP OF AMERICA I | 600,380 | $87.2B | 516.30% | |
| 43 | PGRPROGRESSIVE CORP | 622,408 | $86.7B | 513.53% | |
| 44 | PEOEXELON CORP | 2,290,847 | $86.6B | 512.76% | |
| 45 | TRVTRAVELERS COMPANIES INC | 512,714 | $83.7B | 495.94% | |
| 46 | LEALEAR CORP | 618,196 | $83.0B | 491.38% | |
| 47 | EXPEEXPEDIA GROUP INC | 784,342 | $80.8B | 478.83% | |
| 48 | AGCOAGCO CORP | 681,919 | $80.7B | 477.73% | |
| 49 | NRANRG ENERGY INC | 2,072,438 | $79.8B | 472.84% | |
| 50 | 7HPHP INC | 3,080,900 | $79.2B | 468.98% | |
| 51 | ACMAECOM | 951,097 | $79.0B | 467.79% | |
| 52 | NTNXNUTANIX INC | 2,241,780 | $78.2B | 463.14% | |
| 53 | LNCLINCOLN NATL CORP IND | 3,157,195 | $78.0B | 461.71% | |
| 54 | NBIXNEUROCRINE BIOSCIENCES INC | 692,374 | $77.9B | 461.36% | |
| 55 | TSNTYSON FOODS INC | 1,536,421 | $77.6B | 459.47% | |
| 56 | ADMARCHER DANIELS MIDLAND CO | 1,009,197 | $76.1B | 450.82% | |
| 57 | LYVLIVE NATION ENTERTAINMENT IN | 911,432 | $75.7B | 448.28% | |
| 58 | EX9EXELIXIS INC | 3,300,194 | $72.1B | 427.10% | |
| 59 | SPOTSPOTIFY TECHNOLOGY S A | 460,729 | $71.2B | 422.00% | |
| 60 | LSTRLANDSTAR SYS INC | 400,836 | $70.9B | 420.08% | |
| 61 | CTVACORTEVA INC | 1,356,599 | $69.4B | 411.08% | |
| 62 | TWLOTWILIO INC | 1,185,244 | $69.4B | 410.89% | |
| 63 | OSKOSHKOSH CORP | 723,470 | $69.0B | 408.93% | |
| 64 | TERTERADYNE INC | 681,114 | $68.4B | 405.28% | |
| 65 | ELVELEVANCE HEALTH INC | 149,600 | $65.1B | 385.81% | |
| 66 | IBKRINTERACTIVE BROKERS GROUP IN | 749,643 | $64.9B | 384.34% | |
| 67 | DPZDOMINOS PIZZA INC | 167,462 | $63.4B | 375.71% | |
| 68 | LYFTLYFT INC | 5,619,470 | $59.2B | 350.81% | |
| 69 | SCHWSCHWAB CHARLES CORP | 1,069,700 | $58.7B | 347.84% | |
| 70 | OKTAOKTA INC | 709,627 | $57.8B | 342.59% | |
| 71 | RYANRYAN SPECIALTY HOLDINGS INC | 1,159,648 | $56.1B | 332.44% | |
| 72 | ALSNALLISON TRANSMISSION HLDGS I | 923,310 | $54.5B | 322.98% | |
| 73 | MGMMGM RESORTS INTERNATIONAL | 1,419,061 | $52.2B | 308.97% | |
| 74 | AWNADVANCE AUTO PARTS INC | 931,125 | $52.1B | 308.45% | |
| 75 | THCTENET HEALTHCARE CORP | 786,852 | $51.8B | 307.08% | |
| 76 | BLDRBUILDERS FIRSTSOURCE INC | 411,051 | $51.2B | 303.09% | |
| 77 | GTGOODYEAR TIRE & RUBR CO | 3,922,557 | $48.8B | 288.79% | |
| 78 | SRPTSAREPTA THERAPEUTICS INC | 397,456 | $48.2B | 285.37% | |
| 79 | CPTCAMDEN PPTY TR | 499,746 | $47.3B | 279.95% | |
| 80 | LWLAMB WESTON HLDGS INC | 511,149 | $47.3B | 279.92% | |
| 81 | JXNJACKSON FINANCIAL INC | 1,222,870 | $46.7B | 276.83% | |
| 82 | SLMSLM CORP | 3,401,760 | $46.3B | 274.42% | |
| 83 | VRNSVARONIS SYS INC | 1,501,631 | $45.9B | 271.62% | |
| 84 | SBACSBA COMMUNICATIONS CORP NEW | 227,360 | $45.5B | 269.56% | |
| 85 | CNHICNH INDL N V | 3,751,199 | $45.4B | 268.84% | |
| 86 | BCCBOISE CASCADE CO DEL | 435,821 | $44.9B | 265.98% | |
| 87 | CRCCALIFORNIA RES CORP | 798,909 | $44.7B | 265.03% | |
| 88 | PARRPAR PAC HOLDINGS INC | 1,243,068 | $44.7B | 264.61% | |
| 89 | TNETTRINET GROUP INC | 379,999 | $44.3B | 262.16% | |
| 90 | UTHUNITED THERAPEUTICS CORP DEL | 192,676 | $43.5B | 257.76% | |
| 91 | TENBTENABLE HLDGS INC | 970,037 | $43.5B | 257.40% | |
| 92 | EVREVERCORE INC | 314,575 | $43.4B | 256.90% | |
| 93 | PNWPINNACLE WEST CAP CORP | 587,573 | $43.3B | 256.42% | |
| 94 | HUNHUNTSMAN CORP | 1,770,005 | $43.2B | 255.80% | |
| 95 | SMARGBPSMARTSHEET INC | 1,030,315 | $41.7B | 246.91% | |
| 96 | KBHKB HOME | 895,313 | $41.4B | 245.42% | |
| 97 | ALKSALKERMES PLC | 1,461,246 | $40.9B | 242.42% | |
| 98 | BKBANK NEW YORK MELLON CORP | 959,624 | $40.9B | 242.41% | |
| 99 | SNOWSNOWFLAKE INC | 267,865 | $40.9B | 242.38% | |
| 100 | BOXBOX INC | 1,665,240 | $40.3B | 238.79% |
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