JACOBS LEVY EQUITY MANAGEMENT, INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 11.63M | $194.75M |
 | NVDA | 8.72M | $1.63B |
 | JBLU | 6.11M | $27.80M |
 | MQ | 5.88M | $27.95M |
 | DBX | 5.10M | $141.73M |
 | IBKR | 4.81M | $309.54M |
 | AAPL | 4.76M | $1.29B |
 | AGL | 4.04M | $2.78M |
 | JHX | 3.74M | $77.53M |
 | SONO | 3.28M | $57.63M |
 | MTCH | 3.08M | $99.29M |
 | CNC | 2.75M | $113.18M |
 | ORLY | 2.69M | $245.57M |
 | LUV | 2.67M | $110.31M |
 | TTD | 2.66M | $101.09M |
 | MAS | 2.59M | $164.52M |
 | GOOG | 2.51M | $786.37M |
 | VSTS | 2.47M | $16.45M |
 | CART | 2.28M | $102.62M |
 | COMP | 2.28M | $24.08M |
Nu Holdings Ltd.
NU
Shares Held
11.63M
Value
$194.75M
NVIDIA Corporation
NVDA
Shares Held
8.72M
Value
$1.63B
JetBlue Airways Corporation
JBLU
Shares Held
6.11M
Value
$27.80M
Marqeta, Inc.
MQ
Shares Held
5.88M
Value
$27.95M
Dropbox, Inc.
DBX
Shares Held
5.10M
Value
$141.73M
Interactive Brokers Group, Inc.
IBKR
Shares Held
4.81M
Value
$309.54M
Apple Inc.
AAPL
Shares Held
4.76M
Value
$1.29B
Agilon Health, Inc.
AGL
Shares Held
4.04M
Value
$2.78M
James Hardie Industries plc
JHX
Shares Held
3.74M
Value
$77.53M
Sonos, Inc.
SONO
Shares Held
3.28M
Value
$57.63M
Match Group, Inc.
MTCH
Shares Held
3.08M
Value
$99.29M
Centene Corporation
CNC
Shares Held
2.75M
Value
$113.18M
O'Reilly Automotive, Inc.
ORLY
Shares Held
2.69M
Value
$245.57M
Southwest Airlines Co.
LUV
Shares Held
2.67M
Value
$110.31M
The Trade Desk, Inc.
TTD
Shares Held
2.66M
Value
$101.09M
Masco Corporation
MAS
Shares Held
2.59M
Value
$164.52M
Alphabet Inc.
GOOG
Shares Held
2.51M
Value
$786.37M
Vestis Corporation
VSTS
Shares Held
2.47M
Value
$16.45M
Instacart (Maplebear Inc.)
CART
Shares Held
2.28M
Value
$102.62M
Compass, Inc.
COMP
Shares Held
2.28M
Value
$24.08M