JACOBS LEVY EQUITY MANAGEMENT, INC Q2 2022 Filing

Filed August 15, 2022

Portfolio Value

$12.9T

Holdings

981

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (981 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,757,067$451.3B3.49%
2
GOOGALPHABET INC
197,676$432.4B3.35%
3
AAPLAPPLE INC
2,825,197$386.3B2.99%
4
HUMHUMANA INC
351,496$164.5B1.27%
5
CICIGNA CORP NEW
601,185$158.4B1.23%
6
TAT&T INC
7,521,561$157.7B1.22%
7
MCKMCKESSON CORP
475,183$155.0B1.20%
8
GILDGILEAD SCIENCES INC
2,384,130$147.4B1.14%
9
LMTLOCKHEED MARTIN CORP
328,099$141.1B1.09%
10
AZOAUTOZONE INC
59,004$126.8B0.98%
11
ELVELEVANCE HEALTH INC
260,456$125.7B0.97%
12
PYPLPAYPAL HLDGS INC
1,637,294$114.3B0.89%
13
INTCINTEL CORP
2,853,452$106.7B0.83%
14
FFORD MTR CO DEL
9,425,713$104.9B0.81%
15
AMZNAMAZON COM INC
979,308$104.0B0.81%
16
HSYHERSHEY CO
477,055$102.6B0.79%
17
ALSALLSTATE CORP
797,966$101.1B0.78%
18
VLOVALERO ENERGY CORP
949,329$100.9B0.78%
19
FTNTFORTINET INC
1,704,540$96.4B0.75%
20
VRSNVERISIGN INC
544,272$91.1B0.71%
21
SBACSBA COMMUNICATIONS CORP NEW
283,207$90.6B0.70%
22
PRUPRUDENTIAL FINL INC
925,975$88.6B0.69%
23
ADMARCHER DANIELS MIDLAND CO
1,121,519$87.0B0.67%
24
TRVTRAVELERS COMPANIES INC
512,839$86.7B0.67%
25
INCYINCYTE CORP
1,133,532$86.1B0.67%
26
PSXPHILLIPS 66
1,012,902$83.0B0.64%
27
RGAREINSURANCE GRP OF AMERICA I
695,653$81.6B0.63%
28
UTHUNITED THERAPEUTICS CORP DEL
331,207$78.0B0.60%
29
LSTRLANDSTAR SYS INC
533,829$77.6B0.60%
30
NFLXNETFLIX INC
432,130$75.6B0.58%
31
CMICUMMINS INC
388,918$75.3B0.58%
32
CPTCAMDEN PPTY TR
545,880$73.4B0.57%
33
JNPJUNIPER NETWORKS INC
2,540,241$72.4B0.56%
34
WDCWESTERN DIGITAL CORP.
1,602,369$71.8B0.56%
35
MOHMOLINA HEALTHCARE INC
254,693$71.2B0.55%
36
HPEHEWLETT PACKARD ENTERPRISE C
5,342,867$70.8B0.55%
37
UNMUNUM GROUP
2,069,188$70.4B0.54%
38
RJFRAYMOND JAMES FINL INC
769,906$68.8B0.53%
39
CAHCARDINAL HEALTH INC
1,300,752$68.0B0.53%
40
GDDYGODADDY INC
959,159$66.7B0.52%
41
ARWARROW ELECTRS INC
551,353$61.8B0.48%
42
AGCOAGCO CORP
615,111$60.7B0.47%
43
CTVACORTEVA INC
1,106,232$59.9B0.46%
44
DELLDELL TECHNOLOGIES INC
1,206,304$55.7B0.43%
45
FDXFEDEX CORP
241,115$54.7B0.42%
46
BUNGE LIMITED
601,901$54.6B0.42%
47
LEALEAR CORP
429,100$54.0B0.42%
48
BACVERIZON COMMUNICATIONS INC
1,053,914$53.5B0.41%
49
GMGENERAL MTRS CO
1,679,418$53.3B0.41%
50
DBXDROPBOX INC
2,522,985$53.0B0.41%
51
MUMICRON TECHNOLOGY INC
956,324$52.9B0.41%
52
EXPEEXPEDIA GROUP INC
556,618$52.8B0.41%
53
ISRGINTUITIVE SURGICAL INC
261,603$52.5B0.41%
54
MUSAMURPHY USA INC
221,259$51.5B0.40%
55
GKDGRAND CANYON ED INC
542,720$51.1B0.40%
56
REEVEREST RE GROUP LTD
176,042$49.3B0.38%
57
DYHTARGET CORP
349,359$49.3B0.38%
58
ALKSALKERMES PLC
1,654,069$49.3B0.38%
59
ALSNALLISON TRANSMISSION HLDGS I
1,279,132$49.2B0.38%
60
GTGOODYEAR TIRE & RUBR CO
4,584,294$49.1B0.38%
61
RNRRENAISSANCERE HLDGS LTD
311,344$48.7B0.38%
62
EX9EXELIXIS INC
2,319,559$48.3B0.37%
63
BBYBEST BUY INC
724,988$47.3B0.37%
64
TSNTYSON FOODS INC
545,793$47.0B0.36%
65
HLIHOULIHAN LOKEY INC
592,963$46.8B0.36%
66
PNWPINNACLE WEST CAP CORP
639,977$46.8B0.36%
67
VTRSVIATRIS INC
4,464,646$46.7B0.36%
68
METMETLIFE INC
726,641$45.6B0.35%
69
AVTAVNET INC
1,057,170$45.3B0.35%
70
JBLJABIL INC
870,772$44.6B0.35%
71
CMACOMERICA INC
592,230$43.5B0.34%
72
HLFHERBALIFE NUTRITION LTD
2,096,521$42.9B0.33%
73
HUNHUNTSMAN CORP
1,475,981$41.8B0.32%
74
MANMANPOWERGROUP INC WIS
547,391$41.8B0.32%
75
ULTAULTA BEAUTY INC
108,411$41.8B0.32%
76
RRYDER SYS INC
585,487$41.6B0.32%
77
BCCBOISE CASCADE CO DEL
697,063$41.5B0.32%
78
XRXXEROX HOLDINGS CORP
2,785,963$41.4B0.32%
79
CRUSCIRRUS LOGIC INC
562,913$40.8B0.32%
80
DOWDOW INC
790,078$40.8B0.32%
81
NAVINAVIENT CORPORATION
2,897,294$40.5B0.31%
82
EPAMEPAM SYS INC
137,383$40.5B0.31%
83
ZGZILLOW GROUP INC
1,271,309$40.4B0.31%
84
ADPAUTOMATIC DATA PROCESSING IN
191,629$40.3B0.31%
85
MAMASTERCARD INCORPORATED
126,878$40.0B0.31%
86
VRTXVERTEX PHARMACEUTICALS INC
139,461$39.3B0.30%
87
BKBANK NEW YORK MELLON CORP
933,772$38.9B0.30%
88
WIREEURENCORE WIRE CORP
371,825$38.6B0.30%
89
NTNXNUTANIX INC
2,586,089$37.8B0.29%
90
LPXLOUISIANA PAC CORP
716,620$37.6B0.29%
91
AELUSDAMERICAN EQTY INVT LIFE HLD
1,016,603$37.2B0.29%
92
NRANRG ENERGY INC
968,150$37.0B0.29%
93
POSTPOST HLDGS INC
442,653$36.5B0.28%
94
TRGPTARGA RES CORP
602,184$35.9B0.28%
95
JXNJACKSON FINANCIAL INC
1,341,763$35.9B0.28%
96
WOOFOOT LOCKER INC
1,410,329$35.6B0.28%
97
ARCBARCBEST CORP
504,811$35.5B0.27%
98
IGTINTERNATIONAL GAME TECHNOLOG
1,911,092$35.5B0.27%
99
MDRXALLSCRIPTS HEALTHCARE SOLUTN
2,334,689$34.6B0.27%
100
AJRDEURAEROJET ROCKETDYNE HLDGS INC
851,401$34.6B0.27%
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