JACOBS LEVY EQUITY MANAGEMENT, INC
CIK 884414
13F filing for Q2 2026・No. 302
- Holdings
- US$27.81B
- Quarter change
- +US$4.02B
- Entries
- 934
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
934 stocks worth US$27.81B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | — | 8,842,786 | US$1.77B | 6.36% |
| GOOGALPHABET INCCAP STK CL C | — | 3,958,271 | US$1.4B | 5.03% |
| AAPLAppleCOM | — | 3,639,688 | US$1.05B | 3.79% |
| MUMicronCOM | — | 655,543 | US$756.69M | 2.72% |
| MSFTMicrosoftCOM | — | 1,737,693 | US$648.19M | 2.33% |
| KLACKLA CORPCOM NEW | — | 1,727,310 | US$521.15M | 1.87% |
| BKNGBOOKING HOLDINGS INCCOM | — | 2,220,413 | US$395.77M | 1.42% |
| FTNTFORTINET INCCOM | — | 2,564,536 | US$393.96M | 1.42% |
| AMZNAmazonCOM | — | 1,620,038 | US$386.12M | 1.39% |
| CRWDCROWDSTRIKE HLDGS INCCL A | — | 482,126 | US$367.93M | 1.32% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.