Latest imported 13F data

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%
GOOGL3.0%
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
GOOGL
ALPHABET INC
+29.5%
3.0% of portfolio
LMT
LOCKHEED MARTIN CORP
+261.8%
0.8% of portfolio
CVX
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

Other59.2%
Technology27.7%
Consumer6.2%
Financial2.4%
Communication1.8%
Energy1.2%
Industrial1.0%
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 2023Q3 2023Q2 2023Q1 2023Q4 2022