JACOBS LEVY EQUITY MANAGEMENT, INC
โขCIK: 884414โขFiling: 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%
GOOGL3.0%
META1.9%
QCOM1.5%
BKNG1.5%
AMZN1.3%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other59.2%
Technology27.7%
Consumer6.2%
Financial2.4%
Communication1.8%
Energy1.2%
Industrial1.0%
Healthcare0.3%
๐ช Exited Positionssold since Q3 2025
+758 more exited positions
Changes from Q3 2025
NEW10 new positions
โ105 increased
โ85 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022