account_balance
Investment manager · 13F filer · SEC CIK 884414
Jacobs Levy Equity Management, Inc
Reported value$27.8Bas of Jun 30, 2026
Positions934 158 new, 177 sold out
Top 10 weight27.7%NVDA alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
6.4%Added +7%
GOOGAlphabet Inc
5.0%Added +15%
AAPLApple Inc
3.8%Trimmed −20%
MUMicron Technology Inc
2.7%Added +20%
MSFTMicrosoft Corp
2.3%Added +7%
KLACKla Corp
1.9%Added +18999%
BKNGBooking Holdings Inc
1.4%Added +2606%
FTNTFortinet Inc
1.4%Trimmed −16%
AMZNAmazon Com Inc
1.4%Added +21%
CRWDCrowdstrike Hldgs Inc
1.3%Added +456%
BNYBank of Ny Mellon Corp
1.1%Added +9%
TGTTarget Corp
1.1%Trimmed −4%
NVDANvidia Corporation
6.4%Added +7%
GOOGAlphabet Inc
5.0%Added +15%
AAPL3.8%MU2.7%MSFT2.3%KLAC1.9%BKNG1.4%FTNT1.4%AMZN1.4%CRWD1.3%BNY1.1%TGT1.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 6.4% Added +7%GOOG Alphabet Inc 5.0% Added +15%AAPL Apple Inc 3.8% Trimmed −20%MU Micron Technology Inc 2.7% Added +20%MSFT Microsoft Corp 2.3% Added +7%KLAC Kla Corp 1.9% Added +18999%BKNG Booking Holdings Inc 1.4% Added +2606%FTNT Fortinet Inc 1.4% Trimmed −16%AMZN Amazon Com Inc 1.4% Added +21%CRWD Crowdstrike Hldgs Inc 1.3% Added +456%BNY Bank of Ny Mellon Corp 1.1% Added +9%TGT Target Corp 1.1% Trimmed −4%
What changed