JACOBS LEVY EQUITY MANAGEMENT, INC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$19.8B
Holdings
963
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (963 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CRBGCOREBRIDGE FINL INC | 2,080,032 | $45.1B | 226.98% | |
| 102 | SONOSONOS INC | 2,624,039 | $45.0B | 226.59% | |
| 103 | SNOWSNOWFLAKE INC | 225,594 | $44.9B | 226.17% | |
| 104 | SRPTSAREPTA THERAPEUTICS INC | 459,102 | $44.3B | 223.04% | |
| 105 | ARCBARCBEST CORP | 366,792 | $44.1B | 222.13% | |
| 106 | IRDMIRIDIUM COMMUNICATIONS INC | 1,068,999 | $44.0B | 221.67% | |
| 107 | BWABORGWARNER INC | 1,226,696 | $44.0B | 221.56% | |
| 108 | PARRPAR PAC HOLDINGS INC | 1,206,296 | $43.9B | 221.03% | |
| 109 | PNWPINNACLE WEST CAP CORP | 610,682 | $43.9B | 221.02% | |
| 110 | ALSNALLISON TRANSMISSION HLDGS I | 753,311 | $43.8B | 220.69% | |
| 111 | TNETTRINET GROUP INC | 367,389 | $43.7B | 220.12% | |
| 112 | CMACOMERICA INC | 762,906 | $42.6B | 214.50% | |
| 113 | CVLTCOMMVAULT SYS INC | 524,695 | $41.9B | 211.07% | |
| 114 | KDKYNDRYL HLDGS INC | 1,980,178 | $41.1B | 207.30% | |
| 115 | VRTXVERTEX PHARMACEUTICALS INC | 100,868 | $41.0B | 206.77% | |
| 116 | EXPEAGLE MATLS INC | 201,322 | $40.8B | 205.73% | |
| 117 | ADSKAUTODESK INC | 167,676 | $40.8B | 205.68% | |
| 118 | BHFBRIGHTHOUSE FINL INC | 770,968 | $40.8B | 205.54% | |
| 119 | DXCDXC TECHNOLOGY CO | 1,729,810 | $39.6B | 199.30% | |
| 120 | DDSDILLARDS INC | 97,960 | $39.5B | 199.21% | |
| 121 | CPNGCOUPANG INC | 2,433,769 | $39.4B | 198.51% | |
| 122 | RYANRYAN SPECIALTY HOLDINGS INC | 898,673 | $38.7B | 194.77% | |
| 123 | TNDMTANDEM DIABETES CARE INC | 1,290,967 | $38.2B | 192.38% | |
| 124 | BKBANK NEW YORK MELLON CORP | 719,503 | $37.5B | 188.67% | |
| 125 | DHID R HORTON INC | 244,167 | $37.1B | 186.95% | |
| 126 | TCBITEXAS CAP BANCSHARES INC | 571,988 | $37.0B | 186.24% | |
| 127 | CRCCALIFORNIA RES CORP | 674,918 | $36.9B | 185.92% | |
| 128 | PTCTPTC THERAPEUTICS INC | 1,323,419 | $36.5B | 183.75% | |
| 129 | TEXTEREX CORP NEW | 625,644 | $35.9B | 181.11% | |
| 130 | TPGTPG INC | 827,947 | $35.7B | 180.07% | |
| 131 | KNSLKINSALE CAP GROUP INC | 105,934 | $35.5B | 178.74% | |
| 132 | PCORPROCORE TECHNOLOGIES INC | 506,139 | $35.0B | 176.50% | |
| 133 | VRNSVARONIS SYS INC | 770,291 | $34.9B | 175.71% | |
| 134 | ALKSALKERMES PLC | 1,256,038 | $34.8B | 175.53% | |
| 135 | IRWDIRONWOOD PHARMACEUTICALS INC | 3,009,203 | $34.4B | 173.43% | |
| 136 | RAREULTRAGENYX PHARMACEUTICAL IN | 718,978 | $34.4B | 173.21% | |
| 137 | NAVINAVIENT CORPORATION | 1,839,849 | $34.3B | 172.59% | |
| 138 | LENLENNAR CORP | 223,305 | $33.3B | 167.67% | |
| 139 | THGHANOVER INS GROUP INC | 273,910 | $33.3B | 167.55% | |
| 140 | FLRFLUOR CORP NEW | 848,511 | $33.2B | 167.44% | |
| 141 | HP5AEQUITY COMWLTH | 1,711,103 | $32.9B | 165.51% | |
| 142 | DTEDTE ENERGY CO | 294,642 | $32.5B | 163.67% | |
| 143 | CFRCULLEN FROST BANKERS INC | 298,536 | $32.4B | 163.17% | |
| 144 | XRXXEROX HOLDINGS CORP | 1,760,571 | $32.3B | 162.58% | |
| 145 | 0VVBPARAMOUNT GLOBAL | 2,166,072 | $32.0B | 161.40% | |
| 146 | GPCGENUINE PARTS CO | 229,102 | $31.7B | 159.86% | |
| 147 | BMYBRISTOL-MYERS SQUIBB CO | 617,522 | $31.7B | 159.63% | |
| 148 | 8DTSQUARESPACE INC | 940,971 | $31.1B | 156.48% | |
| 149 | CRUSCIRRUS LOGIC INC | 371,802 | $30.9B | 155.82% | |
| 150 | POSTPOST HLDGS INC | 346,159 | $30.5B | 153.57% | |
| 151 | GPORGULFPORT ENERGY CORP | 228,804 | $30.5B | 153.54% | |
| 152 | REEVEREST GROUP LTD | 85,015 | $30.1B | 151.44% | |
| 153 | CHGGCHEGG INC | 2,641,895 | $30.0B | 151.20% | |
| 154 | OMCOMNICOM GROUP INC | 345,594 | $29.9B | 150.62% | |
| 155 | FOXAFOX CORP | 1,007,080 | $29.9B | 150.54% | |
| 156 | DOCNDIGITALOCEAN HLDGS INC | 800,743 | $29.4B | 148.01% | |
| 157 | KMBKIMBERLY-CLARK CORP | 238,783 | $29.0B | 146.17% | |
| 158 | MNSTMONSTER BEVERAGE CORP NEW | 501,162 | $28.9B | 145.45% | |
| 159 | GMS1EURGMS INC | 349,223 | $28.8B | 145.02% | |
| 160 | MANMANPOWERGROUP INC WIS | 362,063 | $28.8B | 144.96% | |
| 161 | THCTENET HEALTHCARE CORP | 377,790 | $28.5B | 143.83% | |
| 162 | FWRDUSDFORWARD AIR CORP | 445,451 | $28.0B | 141.09% | |
| 163 | FL9CVR ENERGY INC | 919,475 | $27.9B | 140.36% | |
| 164 | TPHTRI POINTE HOMES INC | 786,450 | $27.8B | 140.26% | |
| 165 | SSENTINELONE INC | 1,001,326 | $27.5B | 138.42% | |
| 166 | IPGINTERPUBLIC GROUP COS INC | 837,236 | $27.3B | 137.67% | |
| 167 | FFIVF5 INC | 149,357 | $26.7B | 134.67% | |
| 168 | CUBICUSTOMERS BANCORP INC | 461,514 | $26.6B | 133.97% | |
| 169 | VIAVVIAVI SOLUTIONS INC | 2,618,939 | $26.4B | 132.86% | |
| 170 | BPOPPOPULAR INC | 320,722 | $26.3B | 132.60% | |
| 171 | SLABSILICON LABORATORIES INC | 197,885 | $26.2B | 131.86% | |
| 172 | PRGPROG HOLDINGS INC | 845,681 | $26.1B | 131.69% | |
| 173 | KEYKEYCORP | 1,794,619 | $25.8B | 130.19% | |
| 174 | ISIIONIS PHARMACEUTICALS INC | 509,533 | $25.8B | 129.86% | |
| 175 | KRKROGER CO | 562,814 | $25.7B | 129.61% | |
| 176 | RXORXO INC | 1,098,649 | $25.6B | 128.74% | |
| 177 | FDXFEDEX CORP | 98,609 | $24.9B | 125.67% | |
| 178 | SNAPSNAP INC | 1,463,147 | $24.8B | 124.80% | |
| 179 | 4DHDANA INC | 1,675,340 | $24.5B | 123.31% | |
| 180 | CNCCENTENE CORP DEL | 328,845 | $24.4B | 122.94% | |
| 181 | CATCATERPILLAR INC | 81,025 | $24.0B | 120.69% | |
| 182 | JNPJUNIPER NETWORKS INC | 809,997 | $23.9B | 120.30% | |
| 183 | ADNTADIENT PLC | 652,383 | $23.7B | 119.50% | |
| 184 | HCCWARRIOR MET COAL INC | 383,292 | $23.4B | 117.73% | |
| 185 | CITHE CIGNA GROUP | 78,003 | $23.4B | 117.67% | |
| 186 | HIGHARTFORD FINL SVCS GROUP INC | 289,554 | $23.3B | 117.25% | |
| 187 | TMHCTAYLOR MORRISON HOME CORP | 431,342 | $23.0B | 115.93% | |
| 188 | PAYCPAYCOM SOFTWARE INC | 109,257 | $22.6B | 113.78% | |
| 189 | DUOLDUOLINGO INC | 99,253 | $22.5B | 113.43% | |
| 190 | SKYSKYLINE CHAMPION CORPORATION | 302,898 | $22.5B | 113.32% | |
| 191 | GIIIG III APPAREL GROUP LTD | 661,517 | $22.5B | 113.24% | |
| 192 | FIVNFIVE9 INC | 283,499 | $22.3B | 112.39% | |
| 193 | SBACSBA COMMUNICATIONS CORP NEW | 86,795 | $22.0B | 110.93% | |
| 194 | DDDUPONT DE NEMOURS INC | 282,529 | $21.7B | 109.50% | |
| 195 | CFLTCONFLUENT INC | 928,802 | $21.7B | 109.49% | |
| 196 | WRBBERKLEY W R CORP | 305,881 | $21.6B | 108.98% | |
| 197 | CPRXCATALYST PHARMACEUTICALS INC | 1,286,492 | $21.6B | 108.95% | |
| 198 | GKDGRAND CANYON ED INC | 163,067 | $21.5B | 108.47% | |
| 199 | TSLATESLA INC | 86,400 | $21.5B | 108.16% | |
| 200 | MXLMAXLINEAR INC | 885,101 | $21.0B | 105.99% |