JACOBS LEVY EQUITY MANAGEMENT, INC Q1 2019 Filing
Filed May 14, 2019
Portfolio Value
$6.9B
Holdings
949
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (949 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NTAPNETAPP INC | 251,302 | $17.4B | 251.45% | |
| 102 | OXYOCCIDENTAL PETE CORP | 260,706 | $17.3B | 249.05% | |
| 103 | JPMJPMORGAN CHASE & CO | 169,780 | $17.2B | 248.01% | |
| 104 | SYNASYNAPTICS INC | 429,920 | $17.1B | 246.60% | |
| 105 | JAZZJAZZ PHARMACEUTICALS PLC | 119,304 | $17.1B | 246.11% | |
| 106 | WDCWESTERN DIGITAL CORP | 354,538 | $17.0B | 245.88% | |
| 107 | VRTXVERTEX PHARMACEUTICALS INC | 92,342 | $17.0B | 245.11% | |
| 108 | KOCOCA COLA CO | 360,530 | $16.9B | 243.78% | |
| 109 | FEYECHFFIREEYE INC | 989,523 | $16.6B | 239.74% | |
| 110 | ICEINTERCONTINENTAL EXCHANGE IN | 216,700 | $16.5B | 238.10% | |
| 111 | QCOMQUALCOMM INC | 288,400 | $16.4B | 237.33% | |
| 112 | AVTAVNET INC | 365,425 | $15.8B | 228.69% | |
| 113 | MSGSMADISON SQUARE GARDEN CO NEW | 53,404 | $15.7B | 225.89% | |
| 114 | AFWALIGN TECHNOLOGY INC | 53,231 | $15.1B | 218.40% | |
| 115 | IDXXIDEXX LABS INC | 66,103 | $14.8B | 213.29% | |
| 116 | SPLKCHFSPLUNK INC | 118,210 | $14.7B | 212.54% | |
| 117 | EVREVERCORE INC | 160,990 | $14.7B | 211.40% | |
| 118 | HIGHARTFORD FINL SVCS GROUP INC | 293,889 | $14.6B | 210.85% | |
| 119 | AMTAMERICAN TOWER CORP NEW | 74,140 | $14.6B | 210.83% | |
| 120 | PWRQUANTA SVCS INC | 386,890 | $14.6B | 210.70% | |
| 121 | CSCOCISCO SYS INC | 270,320 | $14.6B | 210.61% | |
| 122 | NAVNAVISTAR INTL CORP NEW | 450,165 | $14.5B | 209.82% | |
| 123 | WKWORKIVA INC | 281,597 | $14.3B | 206.02% | |
| 124 | PNRPENTAIR PLC | 319,870 | $14.2B | 205.44% | |
| 125 | PRGSPROGRESS SOFTWARE CORP | 318,983 | $14.2B | 204.23% | |
| 126 | MOHMOLINA HEALTHCARE INC | 97,965 | $13.9B | 200.68% | |
| 127 | GILDGILEAD SCIENCES INC | 213,890 | $13.9B | 200.65% | |
| 128 | LECOLINCOLN ELEC HLDGS INC | 163,624 | $13.7B | 198.03% | |
| 129 | MDRXALLSCRIPTS HEALTHCARE SOLUTN | 1,435,739 | $13.7B | 197.65% | |
| 130 | NTBBANK OF NT BUTTERFIELD&SON L | 377,506 | $13.5B | 195.46% | |
| 131 | VIAVVIAVI SOLUTIONS INC | 1,091,359 | $13.5B | 194.97% | |
| 132 | NOVEURNATIONAL OILWELL VARCO INC | 499,430 | $13.3B | 191.99% | |
| 133 | USFDUS FOODS HLDG CORP | 380,672 | $13.3B | 191.76% | |
| 134 | RRYDER SYS INC | 213,857 | $13.3B | 191.30% | |
| 135 | ROLROLLINS INC | 317,300 | $13.2B | 190.57% | |
| 136 | —BUNGE LIMITED | 247,699 | $13.1B | 189.69% | |
| 137 | HFCUSDHOLLYFRONTIER CORP | 263,135 | $13.0B | 187.09% | |
| 138 | DEIDOUGLAS EMMETT INC | 314,370 | $12.7B | 183.36% | |
| 139 | SYFSYNCHRONY FINL | 394,080 | $12.6B | 181.40% | |
| 140 | NXSTNEXSTAR MEDIA GROUP INC | 115,109 | $12.5B | 180.00% | |
| 141 | BTUPEABODY ENERGY CORP NEW | 436,914 | $12.4B | 178.62% | |
| 142 | FBPFIRST BANCORP P R | 1,076,878 | $12.3B | 178.08% | |
| 143 | TDCTERADATA CORP DEL | 279,782 | $12.2B | 176.22% | |
| 144 | RJFRAYMOND JAMES FINANCIAL INC | 151,729 | $12.2B | 176.06% | |
| 145 | —TRINSEO S A | 269,203 | $12.2B | 175.98% | |
| 146 | COKECOCA COLA CONSOLIDATED INC | 42,332 | $12.2B | 175.82% | |
| 147 | NXPINXP SEMICONDUCTORS N V | 137,470 | $12.2B | 175.34% | |
| 148 | BLMNBLOOMIN BRANDS INC | 592,025 | $12.1B | 174.71% | |
| 149 | GMGENERAL MTRS CO | 323,469 | $12.0B | 173.18% | |
| 150 | K6BKBR INC | 623,090 | $11.9B | 171.65% | |
| 151 | ANETEURARISTA NETWORKS INC | 37,819 | $11.9B | 171.62% | |
| 152 | CHTRCHARTER COMMUNICATIONS INC N | 34,232 | $11.9B | 171.36% | |
| 153 | NUANEURNUANCE COMMUNICATIONS INC | 700,132 | $11.9B | 171.04% | |
| 154 | CBSHCOMMERCE BANCSHARES INC | 203,915 | $11.8B | 170.84% | |
| 155 | TEXTEREX CORP NEW | 368,302 | $11.8B | 170.77% | |
| 156 | PNWPINNACLE WEST CAP CORP | 123,750 | $11.8B | 170.68% | |
| 157 | CORECORE MARK HOLDING CO INC | 315,024 | $11.7B | 168.79% | |
| 158 | YELPYELP INC | 337,865 | $11.7B | 168.20% | |
| 159 | GDOTGREEN DOT CORP | 191,117 | $11.6B | 167.26% | |
| 160 | LYBLYONDELLBASELL INDUSTRIES N | 137,192 | $11.5B | 166.45% | |
| 161 | BKNGBOOKING HLDGS INC | 6,580 | $11.5B | 165.69% | |
| 162 | OGM1COGENT COMMUNICATIONS HLDGS | 210,268 | $11.4B | 164.61% | |
| 163 | BHEBENCHMARK ELECTRS INC | 433,542 | $11.4B | 164.22% | |
| 164 | 4DHDANA INCORPORATED | 636,421 | $11.3B | 162.92% | |
| 165 | WKCWORLD FUEL SVCS CORP | 388,857 | $11.2B | 162.11% | |
| 166 | —MALLINCKRODT PUB LTD CO | 515,190 | $11.2B | 161.62% | |
| 167 | DUKDUKE ENERGY CORP NEW | 123,920 | $11.2B | 160.94% | |
| 168 | TGNATEGNA INC | 777,557 | $11.0B | 158.21% | |
| 169 | LMTLOCKHEED MARTIN CORP | 36,204 | $10.9B | 156.81% | |
| 170 | VISNCOMMSCOPE HLDG CO INC | 500,037 | $10.9B | 156.80% | |
| 171 | HWCHANCOCK WHITNEY CORPORATION | 267,246 | $10.8B | 155.80% | |
| 172 | EQIXEQUINIX INC | 23,470 | $10.6B | 153.48% | |
| 173 | AWIARMSTRONG WORLD INDS INC NEW | 133,060 | $10.6B | 152.50% | |
| 174 | HIIHUNTINGTON INGALLS INDS INC | 50,483 | $10.5B | 150.94% | |
| 175 | WWEUSDWORLD WRESTLING ENTMT INC | 120,475 | $10.5B | 150.87% | |
| 176 | NUSNU SKIN ENTERPRISES INC | 218,054 | $10.4B | 150.59% | |
| 177 | BOXBOX INC | 538,048 | $10.4B | 149.93% | |
| 178 | —DERMIRA INC | 763,590 | $10.3B | 149.31% | |
| 179 | HLFHERBALIFE NUTRITION LTD | 192,210 | $10.2B | 146.97% | |
| 180 | RTN1USDRAYTHEON CO | 55,750 | $10.2B | 146.48% | |
| 181 | EAELECTRONIC ARTS INC | 99,551 | $10.1B | 145.99% | |
| 182 | —GENOMIC HEALTH INC | 144,137 | $10.1B | 145.70% | |
| 183 | VRNSVARONIS SYS INC | 168,976 | $10.1B | 145.40% | |
| 184 | PRIPRIMERICA INC | 82,335 | $10.1B | 145.12% | |
| 185 | MMSMAXIMUS INC | 140,865 | $10.0B | 144.29% | |
| 186 | NSZNETSCOUT SYS INC | 349,022 | $9.8B | 141.37% | |
| 187 | GLUUGLU MOBILE INC | 883,547 | $9.7B | 139.48% | |
| 188 | PUMPPROPETRO HLDG CORP | 423,453 | $9.5B | 137.74% | |
| 189 | CBTCABOT CORP | 228,847 | $9.5B | 137.48% | |
| 190 | AXTAAXALTA COATING SYS LTD | 376,830 | $9.5B | 137.09% | |
| 191 | ITRIITRON INC | 203,434 | $9.5B | 136.94% | |
| 192 | HDSUSDHD SUPPLY HLDGS INC | 218,150 | $9.5B | 136.47% | |
| 193 | —POLYONE CORP | 322,600 | $9.5B | 136.44% | |
| 194 | EMNEASTMAN CHEMICAL CO | 123,517 | $9.4B | 135.24% | |
| 195 | AXSAXIS CAPITAL HOLDINGS LTD | 170,901 | $9.4B | 135.10% | |
| 196 | SCLSTEPAN CO | 106,302 | $9.3B | 134.26% | |
| 197 | HALHALLIBURTON CO | 317,460 | $9.3B | 134.23% | |
| 198 | WCCWESCO INTL INC | 174,551 | $9.3B | 133.52% | |
| 199 | AEBAALLETE INC | 111,980 | $9.2B | 132.87% | |
| 200 | HUNHUNTSMAN CORP | 408,705 | $9.2B | 132.64% |