JACOBS LEVY EQUITY MANAGEMENT, INC Q3 2025 Filing
Filed November 17, 2025
Portfolio Value
$25.2T
Holdings
953
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (953 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 8,939,370 | $1.7T | 6.63% | |
| 2 | AAPLAPPLE INC | 5,228,272 | $1.3T | 5.29% | |
| 3 | MSFTMICROSOFT CORP | 1,968,436 | $1.0T | 4.05% | |
| 4 | METAMETA PLATFORMS INC | 658,563 | $483.6B | 1.92% | |
| 5 | GOOGALPHABET INC | 1,934,783 | $471.2B | 1.87% | |
| 6 | ANETARISTA NETWORKS INC | 2,605,067 | $379.6B | 1.51% | |
| 7 | BKNGBOOKING HOLDINGS INC | 68,553 | $370.1B | 1.47% | |
| 8 | QCOMQUALCOMM INC | 2,216,925 | $368.8B | 1.47% | |
| 9 | ORLYOREILLY AUTOMOTIVE INC | 3,154,278 | $340.1B | 1.35% | |
| 10 | AMZNAMAZON COM INC | 1,513,246 | $332.3B | 1.32% | |
| 11 | MCKMCKESSON CORP | 425,299 | $328.6B | 1.31% | |
| 12 | IBKRINTERACTIVE BROKERS GROUP IN | 4,737,541 | $326.0B | 1.30% | |
| 13 | ADBEADOBE INC | 881,804 | $311.1B | 1.24% | |
| 14 | GMGENERAL MTRS CO | 4,160,159 | $253.6B | 1.01% | |
| 15 | EWEDWARDS LIFESCIENCES CORP | 3,078,289 | $239.4B | 0.95% | |
| 16 | LRCXLAM RESEARCH CORP | 1,779,716 | $238.3B | 0.95% | |
| 17 | VRSNVERISIGN INC | 833,961 | $233.2B | 0.93% | |
| 18 | FIXCOMFORT SYS USA INC | 272,441 | $224.8B | 0.89% | |
| 19 | JBLJABIL INC | 1,027,932 | $223.2B | 0.89% | |
| 20 | DYHTARGET CORP | 2,344,046 | $210.3B | 0.84% | |
| 21 | EMEEMCOR GROUP INC | 318,174 | $206.7B | 0.82% | |
| 22 | MNSTMONSTER BEVERAGE CORP NEW | 3,059,915 | $206.0B | 0.82% | |
| 23 | PSXPHILLIPS 66 | 1,422,236 | $193.5B | 0.77% | |
| 24 | ALNYALNYLAM PHARMACEUTICALS INC | 410,342 | $187.1B | 0.74% | |
| 25 | AVGOBROADCOM INC | 539,483 | $178.0B | 0.71% | |
| 26 | MANHMANHATTAN ASSOCIATES INC | 860,869 | $176.5B | 0.70% | |
| 27 | ADPAUTOMATIC DATA PROCESSING IN | 598,791 | $175.7B | 0.70% | |
| 28 | FTNTFORTINET INC | 2,088,545 | $175.6B | 0.70% | |
| 29 | ALLYALLY FINL INC | 4,244,916 | $166.4B | 0.66% | |
| 30 | NUNU HLDGS LTD | 10,379,962 | $166.2B | 0.66% | |
| 31 | SPOTSPOTIFY TECHNOLOGY S A | 236,020 | $164.7B | 0.65% | |
| 32 | MASMASCO CORP | 2,330,523 | $164.0B | 0.65% | |
| 33 | MAMASTERCARD INCORPORATED | 286,816 | $163.1B | 0.65% | |
| 34 | VLOVALERO ENERGY CORP | 954,943 | $162.6B | 0.65% | |
| 35 | REGNREGENERON PHARMACEUTICALS | 287,881 | $161.9B | 0.64% | |
| 36 | RBLXROBLOX CORP | 1,167,686 | $161.7B | 0.64% | |
| 37 | TRVTRAVELERS COMPANIES INC | 563,989 | $157.5B | 0.63% | |
| 38 | MTZMASTEC INC | 732,886 | $156.0B | 0.62% | |
| 39 | CRMSALESFORCE INC | 658,031 | $156.0B | 0.62% | |
| 40 | DBXDROPBOX INC | 5,095,485 | $153.9B | 0.61% | |
| 41 | CPNGCOUPANG INC | 4,685,047 | $150.9B | 0.60% | |
| 42 | ROKUROKU INC | 1,496,981 | $149.9B | 0.60% | |
| 43 | INCYINCYTE CORP | 1,743,794 | $147.9B | 0.59% | |
| 44 | JBHTHUNT J B TRANS SVCS INC | 1,098,117 | $147.3B | 0.59% | |
| 45 | DECKDECKERS OUTDOOR CORP | 1,442,771 | $146.3B | 0.58% | |
| 46 | NTNXNUTANIX INC | 1,883,870 | $140.1B | 0.56% | |
| 47 | SYFSYNCHRONY FINANCIAL | 1,971,939 | $140.1B | 0.56% | |
| 48 | PEGAPEGASYSTEMS INC | 2,318,723 | $133.3B | 0.53% | |
| 49 | DPZDOMINOS PIZZA INC | 305,122 | $131.7B | 0.52% | |
| 50 | FFORD MTR CO | 11,006,776 | $131.6B | 0.52% | |
| 51 | BKBANK NEW YORK MELLON CORP | 1,168,934 | $127.4B | 0.51% | |
| 52 | GLGLOBE LIFE INC | 878,855 | $125.6B | 0.50% | |
| 53 | ESSESSEX PPTY TR INC | 468,885 | $125.5B | 0.50% | |
| 54 | CCKCROWN HLDGS INC | 1,282,028 | $123.8B | 0.49% | |
| 55 | HIIHUNTINGTON INGALLS INDS INC | 426,840 | $122.9B | 0.49% | |
| 56 | ADMARCHER DANIELS MIDLAND CO | 1,967,471 | $117.5B | 0.47% | |
| 57 | LUVSOUTHWEST AIRLS CO | 3,625,754 | $115.7B | 0.46% | |
| 58 | CPTCAMDEN PPTY TR | 1,056,082 | $112.8B | 0.45% | |
| 59 | OTISOTIS WORLDWIDE CORP | 1,232,730 | $112.7B | 0.45% | |
| 60 | LYFTLYFT INC | 4,914,553 | $108.2B | 0.43% | |
| 61 | WSTWEST PHARMACEUTICAL SVSC INC | 409,648 | $107.5B | 0.43% | |
| 62 | WSMWILLIAMS SONOMA INC | 544,437 | $106.4B | 0.42% | |
| 63 | TRVCCITIGROUP INC | 1,037,759 | $105.3B | 0.42% | |
| 64 | TSNTYSON FOODS INC | 1,938,084 | $105.2B | 0.42% | |
| 65 | ILMNILLUMINA INC | 1,102,534 | $104.7B | 0.42% | |
| 66 | CRBGCOREBRIDGE FINL INC | 3,177,029 | $101.8B | 0.40% | |
| 67 | MTCHMATCH GROUP INC NEW | 2,743,595 | $96.9B | 0.38% | |
| 68 | AFWALIGN TECHNOLOGY INC | 768,256 | $96.2B | 0.38% | |
| 69 | RGAREINSURANCE GRP OF AMERICA I | 495,646 | $95.2B | 0.38% | |
| 70 | TEAMATLASSIAN CORPORATION | 584,264 | $93.3B | 0.37% | |
| 71 | FASTFASTENAL CO | 1,876,320 | $92.0B | 0.37% | |
| 72 | GGGGRACO INC | 1,075,823 | $91.4B | 0.36% | |
| 73 | GEVGE VERNOVA INC | 145,075 | $89.2B | 0.35% | |
| 74 | LPXLOUISIANA PAC CORP | 978,180 | $86.9B | 0.35% | |
| 75 | BPOPPOPULAR INC | 665,777 | $84.6B | 0.34% | |
| 76 | GRMNGARMIN LTD | 321,428 | $79.1B | 0.31% | |
| 77 | METMETLIFE INC | 955,375 | $78.7B | 0.31% | |
| 78 | GEHCGE HEALTHCARE TECHNOLOGIES I | 1,046,395 | $78.6B | 0.31% | |
| 79 | TSLATESLA INC | 175,477 | $78.0B | 0.31% | |
| 80 | NTAPNETAPP INC | 636,058 | $75.3B | 0.30% | |
| 81 | LEALEAR CORP | 734,087 | $73.9B | 0.29% | |
| 82 | LSTRLANDSTAR SYS INC | 589,827 | $72.3B | 0.29% | |
| 83 | EXPDEXPEDITORS INTL WASH INC | 586,216 | $71.9B | 0.29% | |
| 84 | CECELANESE CORP DEL | 1,703,695 | $71.7B | 0.28% | |
| 85 | MOHMOLINA HEALTHCARE INC | 369,980 | $70.8B | 0.28% | |
| 86 | TTDTHE TRADE DESK INC | 1,416,472 | $69.4B | 0.28% | |
| 87 | CMCCOMMERCIAL METALS CO | 1,198,950 | $68.7B | 0.27% | |
| 88 | UEOWESTLAKE CORPORATION | 860,723 | $66.3B | 0.26% | |
| 89 | HALOHALOZYME THERAPEUTICS INC | 898,192 | $65.9B | 0.26% | |
| 90 | RAREULTRAGENYX PHARMACEUTICAL IN | 2,167,729 | $65.2B | 0.26% | |
| 91 | RRYDER SYS INC | 336,917 | $63.6B | 0.25% | |
| 92 | LMTLOCKHEED MARTIN CORP | 125,587 | $62.7B | 0.25% | |
| 93 | PPCPILGRIMS PRIDE CORP | 1,535,055 | $62.5B | 0.25% | |
| 94 | BFHBREAD FINANCIAL HOLDINGS INC | 1,099,899 | $61.3B | 0.24% | |
| 95 | ROLROLLINS INC | 1,033,945 | $60.7B | 0.24% | |
| 96 | COSTCOSTCO WHSL CORP NEW | 63,430 | $58.7B | 0.23% | |
| 97 | JXNJACKSON FINANCIAL INC | 578,111 | $58.5B | 0.23% | |
| 98 | XRAYDENTSPLY SIRONA INC | 4,608,341 | $58.5B | 0.23% | |
| 99 | CMCSACOMCAST CORP NEW | 1,819,835 | $57.2B | 0.23% | |
| 100 | REEVEREST GROUP LTD | 162,015 | $56.7B | 0.23% |
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