JACOBS LEVY EQUITY MANAGEMENT, INC

Q1 2025 13F-HR Holdings

Location
Florham Park, NJ
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
1,060
Total value ($000)
$25,210,453
Net value change ($000)
-3,054,360 (-10.8%)
New positions
304
Sold out positions
170
Turnover %
15.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ADBE 249,909 850.1%
ORLY 167,678 NEW
LIN 138,556 NEW
COST 121,663 328.4%
MSCI 119,408 NEW
CRM 114,070 2557.6%
ACN 107,951 290.9%
LII 106,365 159.2%
ADP 101,215 119.3%
MANH 92,407 741.5%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -621,567 -37.5%
GEV -372,118 -97.9%
VST -299,245 -98.4%
GM -295,673 -91.0%
ABNB -239,352 -95.4%
AAPL -206,458 -11.9%
NRG -205,530 -99.8%
PYPL -166,622 -94.5%
SYF -149,192 -52.0%
TEAM -143,952 -53.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type