JACOBS LEVY EQUITY MANAGEMENT, INC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$14.8B
Holdings
934
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (934 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CSXCSX CORP | 1,401,800 | $43.4B | 293.83% | |
| 102 | BCCBOISE CASCADE CO DEL | 609,194 | $41.8B | 283.04% | |
| 103 | CRWDCROWDSTRIKE HLDGS INC | 397,289 | $41.8B | 283.02% | |
| 104 | GKDGRAND CANYON ED INC | 376,338 | $39.8B | 269.04% | |
| 105 | CHGGCHEGG INC | 1,564,455 | $39.5B | 267.48% | |
| 106 | LYVLIVE NATION ENTERTAINMENT IN | 565,280 | $39.4B | 266.73% | |
| 107 | ZSZSCALER INC | 352,086 | $39.4B | 266.57% | |
| 108 | COFCAPITAL ONE FINL CORP | 420,020 | $39.0B | 264.18% | |
| 109 | RYANRYAN SPECIALTY HOLDINGS INC | 934,484 | $38.8B | 262.45% | |
| 110 | DDSDILLARDS INC | 119,221 | $38.5B | 260.71% | |
| 111 | LPXLOUISIANA PAC CORP | 638,228 | $37.8B | 255.64% | |
| 112 | ALKSALKERMES PLC | 1,443,866 | $37.7B | 255.27% | |
| 113 | NEWREURNEW RELIC INC | 667,409 | $37.7B | 254.91% | |
| 114 | MPCMARATHON PETE CORP | 320,413 | $37.3B | 252.32% | |
| 115 | MAMASTERCARD INCORPORATED | 107,171 | $37.3B | 252.14% | |
| 116 | CRUSCIRRUS LOGIC INC | 496,443 | $37.0B | 250.17% | |
| 117 | NAVINAVIENT CORPORATION | 2,241,830 | $36.9B | 249.52% | |
| 118 | WIXWIX COM LTD | 472,715 | $36.3B | 245.73% | |
| 119 | REEVEREST RE GROUP LTD | 109,474 | $36.3B | 245.37% | |
| 120 | QRVOQORVO INC | 399,536 | $36.2B | 245.02% | |
| 121 | POSTPOST HLDGS INC | 395,456 | $35.7B | 241.50% | |
| 122 | WEAWESTERN ALLIANCE BANCORP | 596,349 | $35.5B | 240.31% | |
| 123 | AELUSDAMERICAN EQTY INVT LIFE HLD | 770,820 | $35.2B | 237.92% | |
| 124 | WRBBERKLEY W R CORP | 482,525 | $35.0B | 236.92% | |
| 125 | BOXBOX INC | 1,119,577 | $34.9B | 235.81% | |
| 126 | FTVFORTIVE CORP | 539,445 | $34.7B | 234.50% | |
| 127 | AXPAMERICAN EXPRESS CO | 233,484 | $34.5B | 233.41% | |
| 128 | DTEDTE ENERGY CO | 292,824 | $34.4B | 232.85% | |
| 129 | LNCLINCOLN NATL CORP IND | 1,118,622 | $34.4B | 232.51% | |
| 130 | ACMAECOM | 401,955 | $34.1B | 230.98% | |
| 131 | TCBITEXAS CAP BANCSHARES INC | 561,764 | $33.9B | 229.22% | |
| 132 | PTCTPTC THERAPEUTICS INC | 881,356 | $33.6B | 227.61% | |
| 133 | EXTREXTREME NETWORKS | 1,794,044 | $32.8B | 222.25% | |
| 134 | ADPAUTOMATIC DATA PROCESSING IN | 136,630 | $32.6B | 220.81% | |
| 135 | PSTGPURE STORAGE INC | 1,195,561 | $32.0B | 216.46% | |
| 136 | VRNSVARONIS SYS INC | 1,335,016 | $32.0B | 216.24% | |
| 137 | PRKSSEAWORLD ENTMT INC | 588,227 | $31.5B | 212.97% | |
| 138 | BPOPPOPULAR INC | 472,960 | $31.4B | 212.22% | |
| 139 | YELPYELP INC | 1,145,615 | $31.3B | 211.92% | |
| 140 | ARCBARCBEST CORP | 444,425 | $31.1B | 210.60% | |
| 141 | VISNCOMMSCOPE HLDG CO INC | 4,174,612 | $30.7B | 207.60% | |
| 142 | RAREULTRAGENYX PHARMACEUTICAL IN | 661,083 | $30.6B | 207.22% | |
| 143 | CVLTCOMMVAULT SYS INC | 486,695 | $30.6B | 206.92% | |
| 144 | NSPINSPERITY INC | 266,734 | $30.3B | 205.01% | |
| 145 | CFRCULLEN FROST BANKERS INC | 223,049 | $29.8B | 201.77% | |
| 146 | TXTTEXTRON INC | 412,715 | $29.2B | 197.70% | |
| 147 | AMBAAMBARELLA INC | 349,335 | $28.7B | 194.35% | |
| 148 | FFIVF5 INC | 199,178 | $28.6B | 193.40% | |
| 149 | COSCNO FINL GROUP INC | 1,243,478 | $28.4B | 192.24% | |
| 150 | PBFPBF ENERGY INC | 681,438 | $27.8B | 188.02% | |
| 151 | BALLBALL CORP | 541,565 | $27.7B | 187.38% | |
| 152 | AVTAVNET INC | 662,272 | $27.5B | 186.31% | |
| 153 | MDRXVERADIGM INC | 1,549,998 | $27.3B | 184.99% | |
| 154 | MARMARRIOTT INTL INC NEW | 178,693 | $26.6B | 180.01% | |
| 155 | PARRPAR PAC HOLDINGS INC | 1,124,807 | $26.2B | 176.94% | |
| 156 | ACADACADIA PHARMACEUTICALS INC | 1,639,183 | $26.1B | 176.56% | |
| 157 | ISIIONIS PHARMACEUTICALS INC | 689,721 | $26.1B | 176.25% | |
| 158 | RHPRYMAN HOSPITALITY PPTYS INC | 313,680 | $25.7B | 173.56% | |
| 159 | TEXTEREX CORP NEW | 597,545 | $25.5B | 172.72% | |
| 160 | DKDELEK US HLDGS INC NEW | 938,546 | $25.3B | 171.45% | |
| 161 | BKBANK NEW YORK MELLON CORP | 539,751 | $24.6B | 166.23% | |
| 162 | HCCWARRIOR MET COAL INC | 703,266 | $24.4B | 164.83% | |
| 163 | MANMANPOWERGROUP INC WIS | 290,239 | $24.1B | 163.40% | |
| 164 | TENBTENABLE HLDGS INC | 623,590 | $23.8B | 160.96% | |
| 165 | AEEAMEREN CORP | 262,590 | $23.3B | 157.98% | |
| 166 | HLFHERBALIFE NUTRITION LTD | 1,553,150 | $23.1B | 156.36% | |
| 167 | SMTCSEMTECH CORP | 803,168 | $23.0B | 155.90% | |
| 168 | PEGAPEGASYSTEMS INC | 671,988 | $23.0B | 155.67% | |
| 169 | TNLTRAVEL PLUS LEISURE CO | 631,890 | $23.0B | 155.62% | |
| 170 | WKCWORLD FUEL SVCS CORP | 839,602 | $22.9B | 155.25% | |
| 171 | FDSFACTSET RESH SYS INC | 57,174 | $22.9B | 155.20% | |
| 172 | FGENEURFIBROGEN INC | 1,426,637 | $22.9B | 154.63% | |
| 173 | HUNHUNTSMAN CORP | 824,787 | $22.7B | 153.35% | |
| 174 | AXSAXIS CAP HLDGS LTD | 413,833 | $22.4B | 151.67% | |
| 175 | CLXCLOROX CO DEL | 157,785 | $22.1B | 149.81% | |
| 176 | SONOSONOS INC | 1,305,986 | $22.1B | 149.33% | |
| 177 | ASBASSOCIATED BANC CORP | 942,007 | $21.8B | 147.16% | |
| 178 | ONON SEMICONDUCTOR CORP | 348,588 | $21.7B | 147.10% | |
| 179 | ITRIITRON INC | 428,302 | $21.7B | 146.77% | |
| 180 | CMPCOMPASS MINERALS INTL INC | 525,293 | $21.5B | 145.72% | |
| 181 | ADSKAUTODESK INC | 113,712 | $21.2B | 143.77% | |
| 182 | PRGPROG HOLDINGS INC | 1,242,790 | $21.0B | 142.02% | |
| 183 | SNDRSCHNEIDER NATIONAL INC | 896,459 | $21.0B | 141.93% | |
| 184 | RLJRLJ LODGING TR | 1,979,236 | $21.0B | 141.81% | |
| 185 | HRMYHARMONY BIOSCIENCES HLDGS IN | 379,027 | $20.9B | 141.30% | |
| 186 | CMECME GROUP INC | 123,675 | $20.8B | 140.71% | |
| 187 | RFREGIONS FINANCIAL CORP NEW | 954,644 | $20.6B | 139.26% | |
| 188 | ROSTROSS STORES INC | 176,685 | $20.5B | 138.75% | |
| 189 | PNCPNC FINL SVCS GROUP INC | 127,557 | $20.1B | 136.31% | |
| 190 | FL9CVR ENERGY INC | 640,476 | $20.1B | 135.81% | |
| 191 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 1,220,080 | $20.0B | 135.30% | |
| 192 | DNOWNOW INC | 1,557,995 | $19.8B | 133.87% | |
| 193 | NEMNEWMONT CORP | 414,840 | $19.6B | 132.48% | |
| 194 | INFNEURINFINERA CORP | 2,864,420 | $19.3B | 130.62% | |
| 195 | EVBGEUREVERBRIDGE INC | 650,673 | $19.2B | 130.22% | |
| 196 | UAAUNDER ARMOUR INC | 1,884,670 | $19.1B | 129.55% | |
| 197 | INSPINSPIRE MED SYS INC | 75,938 | $19.1B | 129.41% | |
| 198 | HAEHAEMONETICS CORP MASS | 243,123 | $19.1B | 129.37% | |
| 199 | ZGZILLOW GROUP INC | 608,691 | $19.0B | 128.53% | |
| 200 | ARWARROW ELECTRS INC | 179,763 | $18.8B | 127.18% |