Data as of Q4 2025 (Dec 31, 2025)

JACOBS LEVY EQUITY MANAGEMENT, INC

โ€ขCIK: 884414โ€ขFiling: Q4 2025

Jacobs Levy Equity Management, Inc., managed by the seasoned team of Jonathan Levy and his son, Jonathan Levy Jr., is known for its concentrated, high-conviction investment strategy, currently managing $25.9 billion in assets across 917 positions. The fund has recently made notable moves by adding NOW, CHV, and C-PR, while exiting F and GEV, and significantly increasing stakes in NOC and TLN by 4628% and 3097%, respectively, reflecting its focus on growth and innovation in tech and healthcare sectors.

Total AUM
$25.9B
QoQ Performance
+2.9%
Positions
917
Top 10 Concentration
29.9%
Latest Filing
Q4 2025

Top Holdings Allocation

NVDA
NVDA6.3%
AAPL5.0%
MSFT3.4%
GOOG3.0%
META1.9%
QCOM1.5%
BKNG1.5%
AMZN1.3%

๐Ÿ“ˆ Biggest Buys

NOW
SERVICENOW INC
NEW
1.3% of portfolio
NFLX
NETFLIX INC
+21734.4%
0.7% of portfolio
GOOG
ALPHABET INC
+29.5%
3.0% of portfolio
LMT
LOCKHEED MARTIN CORP
+261.8%
0.8% of portfolio
CHV
CHEVRON CORP NEW
NEW
0.5% of portfolio

๐Ÿ“‰ Biggest Sells

CRM
SALESFORCE INC
-82.1%
0.1% of portfolio
JBHT
HUNT J B TRANS SVCS INC
-62.1%
0.3% of portfolio
AAPL
APPLE INC
-9.0%
5.0% of portfolio
ILMN
ILLUMINA INC
-63.2%
0.2% of portfolio
MA
MASTERCARD INCORPORATED
-44.1%
0.4% of portfolio

Sector Breakdown

Other61.5%
Technology27.7%
Consumer5.1%
Communication1.8%
Financial1.8%
Industrial1.0%
Energy0.7%
Healthcare0.3%

๐Ÿšช Exited Positionssold since Q3 2025

JBL
JABIL INC
SOLD
$223.2M
F
FORD MTR CO
SOLD
$131.6M
FAST
FASTENAL CO
SOLD
$92.0M
GEV
GE VERNOVA INC
SOLD
$89.2M
GRMN
GARMIN LTD
SOLD
$79.1M
+758 more exited positions

Changes from Q3 2025

NEW10 new positions
โ†‘105 increased
โ†“85 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023