Jacobs Levy Equity Management
$27.8B 13F equity value
1,114 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Jacobs Levy Equity Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8,842,786 | $1.8B | 6.4% |
| GOOG | ALPHABET INC | 3,958,271 | $1.4B | 5.0% |
| AAPL | APPLE INC | 3,639,688 | $1.1B | 3.8% |
| MU | MICRON TECHNOLOGY INC | 655,543 | $757M | 2.7% |
| MSFT | MICROSOFT CORP | 1,737,693 | $648M | 2.3% |
| KLAC | KLA CORP | 1,727,310 | $521M | 1.9% |
| BKNG | BOOKING HOLDINGS INC | 2,220,413 | $396M | 1.4% |
| FTNT | FORTINET INC | 2,564,536 | $394M | 1.4% |
| AMZN | AMAZON COM INC | 1,620,038 | $386M | 1.4% |
| CRWD | CROWDSTRIKE HLDGS INC | 482,126 | $368M | 1.3% |
Track Jacobs Levy Equity Management's 13F portfolio: $27.8B in reported holdings, 1,114 positions. Top holdings and quarterly changes on SentiSense.
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