Institutions / Jacobs Levy Equity Management, Inc
Jacobs Levy Equity Management, Inc
CIK 884414 · Institution · as of Dec 31, 2025
Portfolio value
$25.90B
Positions
917
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 917 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $1.63B | 6.3% |
| Apple Inc. | $1.29B | 5.0% |
| Microsoft Corp | $882.60M | 3.4% |
| Alphabet Inc. | $786.37M | 3.0% |
| Meta Platforms Inc | $479.82M | 1.9% |
| Qualcomm INC/DE | $387.07M | 1.5% |
| Booking Holdings Inc | $382.51M | 1.5% |
| Amazon.com Inc | $332.41M | 1.3% |
| ServiceNow Inc | $323.90M | 1.3% |
| Interactive Brokers Group Inc | $309.54M | 1.2% |
| General Motors Co | $299.52M | 1.2% |
| Lam Research Corp | $299.03M | 1.2% |
| Adobe Inc. | $291.24M | 1.1% |
| McKesson Corp | $283.24M | 1.1% |
| Arista Networks, Inc.ANET | $274.74M | 1.1% |
| Edwards Lifesciences Corp | $265.54M | 1.0% |
| Bank of New York Mellon Corp/The | $254.29M | 1.0% |
| Comfort Systems USA Inc | $250.00M | 1.0% |
| Target Corp | $247.96M | 1.0% |
| O Reilly Automotive Inc | $245.57M | 0.9% |
| VeriSign Inc | $236.14M | 0.9% |
| Broadcom Inc. | $232.25M | 0.9% |
| Fortinet Inc | $231.71M | 0.9% |
| Incyte Corp | $225.62M | 0.9% |
| Lockheed Martin Corp | $219.76M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.