JACOBS LEVY EQUITY MANAGEMENT, INC Q1 2018 Filing

Filed May 15, 2018

Portfolio Value

$6.0B

Holdings

988

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (988 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,359,658$124.1B2065.21%
2
GOOGALPHABET INC
117,019$120.7B2009.34%
3
AAPLAPPLE INC
700,819$117.6B1956.82%
4
AMZNAMAZON COM INC
70,271$101.7B1692.59%
5
BABOEING CO
173,646$56.9B947.51%
6
PEPPEPSICO INC
422,343$46.1B767.18%
7
DPZDOMINOS PIZZA INC
181,490$42.4B705.44%
8
WCGEURWELLCARE HEALTH PLANS INC
206,341$40.0B664.92%
9
BMYBRISTOL MYERS SQUIBB CO
626,589$39.6B659.56%
10
METAFACEBOOK INC
245,119$39.2B651.83%
11
VOYAVOYA FINL INC
761,820$38.5B640.25%
12
MAMASTERCARD INCORPORATED
218,548$38.3B637.07%
13
LMTLOCKHEED MARTIN CORP
111,576$37.7B627.49%
14
LLYLILLY ELI & CO
482,789$37.4B621.63%
15
ELVANTHEM INC
168,246$37.0B615.16%
16
JPMJPMORGAN CHASE & CO
335,969$36.9B614.87%
17
CELGCELGENE CORP
404,573$36.1B600.64%
18
HUMHUMANA INC
133,693$35.9B598.13%
19
ALSALLSTATE CORP
378,420$35.9B597.02%
20
LSTRLANDSTAR SYS INC
320,578$35.2B584.98%
21
UNHUNITEDHEALTH GROUP INC
163,597$35.0B582.64%
22
MRVLMARVELL TECHNOLOGY GROUP LTD
1,620,387$34.0B566.29%
23
CMACOMERICA INC
344,698$33.1B550.30%
24
VRTXVERTEX PHARMACEUTICALS INC
202,470$33.0B549.17%
25
VCVISTEON CORP
299,232$33.0B548.97%
26
MSGSMADISON SQUARE GARDEN CO NEW
133,015$32.7B544.11%
27
WDCWESTERN DIGITAL CORP
350,653$32.4B538.45%
28
SUNTRUST BKS INC
475,165$32.3B538.04%
29
ROKROCKWELL AUTOMATION INC
185,036$32.2B536.42%
30
EOGEOG RES INC
305,703$32.2B535.56%
31
NTRSNORTHERN TR CORP
305,507$31.5B524.34%
32
NTAPNETAPP INC
503,295$31.0B516.70%
33
AIGAMERICAN INTL GROUP INC
565,957$30.8B512.56%
34
MANMANPOWERGROUP INC
264,877$30.5B507.37%
35
VLOVALERO ENERGY CORP NEW
326,766$30.3B504.49%
36
7HPHP INC
1,369,066$30.0B499.43%
37
ALLERGAN PLC
173,910$29.3B487.06%
38
MPCMARATHON PETE CORP
399,750$29.2B486.38%
39
ADMARCHER DANIELS MIDLAND CO
671,651$29.1B484.78%
40
FFORD MTR CO DEL
2,619,496$29.0B483.02%
41
PRUPRUDENTIAL FINL INC
277,057$28.7B477.44%
42
MTBM & T BK CORP
154,616$28.5B474.38%
43
ETRAE TRADE FINANCIAL CORP
506,091$28.0B466.69%
44
CFGCITIZENS FINL GROUP INC
665,636$27.9B465.03%
45
EQIXEQUINIX INC
66,267$27.7B461.13%
46
OXYOCCIDENTAL PETE CORP DEL
425,200$27.6B459.67%
47
HLTHILTON WORLDWIDE HLDGS INC
350,482$27.6B459.39%
48
GMGENERAL MTRS CO
757,399$27.5B458.05%
49
CICIGNA CORPORATION
163,820$27.5B457.31%
50
FTNTFORTINET INC
511,843$27.4B456.41%
51
TECH DATA CORP
322,054$27.4B456.26%
52
RGAREINSURANCE GROUP AMER INC
177,145$27.3B453.99%
53
AGCOAGCO CORP
418,500$27.1B451.66%
54
4I1PHILIP MORRIS INTL INC
271,862$27.0B449.72%
55
BUNGE LIMITED
363,304$26.9B447.05%
56
STTSTATE STR CORP
268,539$26.8B445.69%
57
TRVTRAVELERS COMPANIES INC
191,836$26.6B443.31%
58
MRKMERCK & CO INC
486,821$26.5B441.30%
59
NOWSERVICENOW INC
157,830$26.1B434.57%
60
EAELECTRONIC ARTS INC
213,005$25.8B429.78%
61
CATCATERPILLAR INC DEL
173,989$25.6B426.73%
62
EMEEMCOR GROUP INC
325,976$25.4B422.76%
63
ZNGAEURZYNGA INC
6,877,776$25.2B418.93%
64
CVXCHEVRON CORP NEW
219,458$25.0B416.50%
65
CBSHCOMMERCE BANCSHARES INC
408,468$24.5B407.25%
66
CBRECBRE GROUP INC
517,872$24.5B406.96%
67
ARRIS INTL INC
913,337$24.3B403.85%
68
SYFSYNCHRONY FINL
722,485$24.2B403.15%
69
COSTCOSTCO WHSL CORP NEW
127,494$24.0B399.81%
70
TXTTEXTRON INC
406,428$24.0B398.86%
71
AZPNUSDASPEN TECHNOLOGY INC
298,043$23.5B391.30%
72
PANWPALO ALTO NETWORKS INC
129,280$23.5B390.54%
73
SPLKCHFSPLUNK INC
236,636$23.3B387.48%
74
DUN & BRADSTREET CORP DEL NE
198,955$23.3B387.39%
75
CAHCARDINAL HEALTH INC
371,053$23.3B387.06%
76
COFCAPITAL ONE FINL CORP
241,167$23.1B384.58%
77
FLRFLUOR CORP NEW
402,980$23.1B383.75%
78
ABGAMERISOURCEBERGEN CORP
267,121$23.0B383.25%
79
ASHASHLAND GLOBAL HLDGS INC
322,695$22.5B374.79%
80
SYU1SYNOVUS FINL CORP
445,690$22.3B370.42%
81
AZOAUTOZONE INC
34,307$22.3B370.37%
82
NOVEURNATIONAL OILWELL VARCO INC
599,510$22.1B367.26%
83
SNPSSYNOPSYS INC
264,486$22.0B366.39%
84
AFWALIGN TECHNOLOGY INC
86,206$21.6B360.28%
85
IDXXIDEXX LABS INC
113,012$21.6B359.95%
86
CABOCABLE ONE INC
31,299$21.5B357.90%
87
PNCPNC FINL SVCS GROUP INC
142,164$21.5B357.82%
88
JNPJUNIPER NETWORKS INC
877,217$21.3B355.19%
89
CTXSEURCITRIX SYS INC
225,959$21.0B348.97%
90
EQREQUITY RESIDENTIAL
338,785$20.9B347.42%
91
YUMYUM BRANDS INC
242,495$20.6B343.56%
92
LPLALPL FINL HLDGS INC
336,643$20.6B342.14%
93
BAXBAXTER INTL INC
315,995$20.6B342.03%
94
TWTRUSDTWITTER INC
702,429$20.4B339.11%
95
FFIVF5 NETWORKS INC
140,731$20.4B338.68%
96
DELLDELL TECHNOLOGIES INC
272,323$19.9B331.79%
97
WBC1EURWABCO HLDGS INC
148,717$19.9B331.33%
98
TTCTORO CO
317,028$19.8B329.48%
99
HPEHEWLETT PACKARD ENTERPRISE C
1,126,576$19.8B328.85%
100
PWRQUANTA SVCS INC
574,974$19.8B328.68%
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