Jacobs Levy Equity Management, Inc

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 1,060
Total Value: 25210453103
Accession Number: 0001085146-25-003292
Form Type: 13F-HR
CIK: 0000884414
Manager Name: Jacobs Levy Equity Management, Inc

Data Enrichment

99% identified

1,052 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,060 positions • $25,210,453.103K total value

1,060 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 3 of 53

Sort by:

DECKERS OUTDOOR CORP

DECK|243537107

1180069(+32.6%)

Value:

$131.9B(-27.0%)

CROWN HOLDINGS, INC.

CCK|228368106

1478020(-4.6%)

Value:

$131.9B(+3.0%)

TYSON FOODS, INC.

TSN|902494103

2047948(-2.3%)

Value:

$130.7B(+8.5%)

Nutanix, Inc.

NTNX|67059N108

1817926(-41.1%)

Value:

$126.9B(-32.8%)

Atlassian Corp

TEAM|049468101

591804(-46.6%)

Value:

$125.6B(-53.4%)

REINSURANCE GROUP OF AMERICA INC

RGA|759351604

633926(-2.9%)

Value:

$124.8B(-10.5%)

Merck & Co., Inc.

MRK|58933Y105

1342615(-2.5%)

Value:

$120.5B(-12.1%)

MSCI Inc.

MSCI|55354G100

211154

Value:

$119.4B

KIMBERLY CLARK CORP

KMB|494368103

835915(+148.4%)

Value:

$118.9B(+169.6%)

Salesforce, Inc.

CRM|79466L302

441684(+3210.7%)

Value:

$118.5B(+2557.4%)

ALIGN TECHNOLOGY INC

ALGN|016255101

736635(+0.7%)

Value:

$117.0B(-23.3%)

Corebridge Financial, Inc.

CRBG|21871X109

3632640(-24.4%)

Value:

$114.7B(-20.2%)

ROKU, INC

ROKU|77543R102

1581097(+21.9%)

Value:

$111.4B(+15.5%)

LyondellBasell Industries N.V.

LYB|N53745100

1576817(-3.7%)

Value:

$111.0B(-8.7%)

LOUISIANA-PACIFIC CORP

LPX|546347105

1201123(-5.1%)

Value:

$110.5B(-15.7%)

Coupang, Inc.

CPNG|22266T109

4957845(-14.2%)

Value:

$108.7B(-14.4%)

GRACO INC

GGG|384109104

1291475(+12.6%)

Value:

$107.9B(+11.5%)

PROGRESSIVE CORP/OH/

PGR|743315103

377903(-27.4%)

Value:

$107.0B(-14.2%)

MANHATTAN ASSOCIATES INC

MANH|562750109

606038(+1214.2%)

Value:

$104.9B(+741.5%)

COMFORT SYSTEMS USA INC

FIX|199908104

319813(+299.2%)

Value:

$103.1B(+203.4%)

Instrument	Shares		Other Manager	Value
Deckers Outdoor Corp(DECKcusip243537107)	1.2M	QoQ +32.64% (-290.4K) YoY +8037.28% (+1.2M)	All Managers (Combined)	$131.9M	QoQ -26.97% (-$48.7M) YoY +866.60% (+$118.3M)
Crown Holdings, Inc.(CCKcusip228368106)	1.5M	QoQ -4.61% (-71.5K) YoY +290.74% (+1.1M)	All Managers (Combined)	$131.9M	QoQ +2.96% (-$3.8M) YoY +340.03% (+$101.9M)
Tyson Foods, Inc.(TSNcusip902494103)	2.0M	QoQ -2.31% (-48.5K) YoY +8.11% (+153.7K)	All Managers (Combined)	$130.7M	QoQ +8.51% (-$10.3M) YoY +17.46% (+$19.4M)
Nutanix, Inc.(NTNXcusip67059N108)	1.8M	QoQ -41.10% (-1.3M) YoY -10.70% (-218.0K)	All Managers (Combined)	$126.9M	QoQ -32.79% (-$61.9M) YoY +0.99% (-$1.2M)
Atlassian Corp(TEAMcusip049468101)	591.8K	QoQ -46.56% (-515.7K) YoY -47.37% (-532.7K)	All Managers (Combined)	$125.6M	QoQ -53.40% (-$144.0M) YoY -42.76% (-$93.8M)
Reinsurance Group Of America Inc(RGAcusip759351604)	633.9K	QoQ -2.86% (-18.7K) YoY +8.52% (+49.8K)	All Managers (Combined)	$124.8M	QoQ -10.47% (-$14.6M) YoY +10.78% (+$12.2M)
Merck & Co., Inc.(MRKcusip58933Y105)	1.3M	QoQ -2.52% (-34.8K) YoY +21.80% (-240.3K)	All Managers (Combined)	$120.5M	QoQ -12.05% (-$16.5M) YoY -17.14% (-$24.9M)
Msci Inc.(MSCIcusip55354G100)	211.2K	QoQ NEW(+211.2K) YoY +803.68% (+187.8K)	All Managers (Combined)	$119.4M	QoQ NEW(+$119.4M) YoY +811.82% (+$106.3M)
Kimberly Clark Corp(KMBcusip494368103)	835.9K	QoQ +148.43% (+499.4K) YoY +345.59% (+648.3K)	All Managers (Combined)	$118.9M	QoQ +169.63% (+$74.8M) YoY +389.92% (+$94.6M)
Salesforce, Inc.(CRMcusip79466L302)	441.7K	QoQ +3210.72% (+428.3K) YoY NEW(+441.7K)	All Managers (Combined)	$118.5M	QoQ +2557.45% (+$114.1M) YoY NEW(+$118.5M)
Align Technology Inc(ALGNcusip016255101)	736.6K	QoQ +0.65% (-4.8K) YoY +236.70% (+517.9K)	All Managers (Combined)	$117.0M	QoQ -23.31% (-$35.6M) YoY +63.11% (+$45.3M)
Corebridge Financial, Inc.(CRBGcusip21871X109)	3.6M	QoQ -24.37% (-1.2M) YoY +43.24% (+1.1M)	All Managers (Combined)	$114.7M	QoQ -20.23% (-$29.1M) YoY +57.40% (+$41.8M)
Roku, Inc(ROKUcusip77543R102)	1.6M	QoQ +21.92% (+284.3K) YoY +690.90% (+1.4M)	All Managers (Combined)	$111.4M	QoQ +15.52% (+$15.0M) YoY +754.85% (+$98.3M)
Lyondellbasell Industries N.V.(LYBcusipN53745100)	1.6M	QoQ -3.70% (-60.6K) YoY +1645.19% (+1.5M)	All Managers (Combined)	$111.0M	QoQ -8.72% (-$10.6M) YoY +1101.22% (+$101.8M)
Louisiana-Pacific Corp(LPXcusip546347105)	1.2M	QoQ -5.13% (-65.0K) YoY +29.77% (+275.6K)	All Managers (Combined)	$110.5M	QoQ -15.73% (-$20.6M) YoY +42.26% (+$32.8M)
Coupang, Inc.(CPNGcusip22266T109)	5.0M	QoQ -14.20% (-820.9K) YoY +145.61% (+2.9M)	All Managers (Combined)	$108.7M	QoQ -14.40% (-$18.3M) YoY +202.77% (+$72.8M)
Graco Inc(GGGcusip384109104)	1.3M	QoQ +12.56% (+144.1K) YoY NEW(+1.3M)	All Managers (Combined)	$107.9M	QoQ +11.52% (+$11.1M) YoY NEW(+$107.9M)
Progressive Corp/Oh/(PGRcusip743315103)	377.9K	QoQ -27.37% (-142.4K) YoY -48.41% (-354.7K)	All Managers (Combined)	$107.0M	QoQ -14.22% (-$17.7M) YoY -29.41% (-$44.6M)
Manhattan Associates Inc(MANHcusip562750109)	606.0K	QoQ +1214.18% (+559.9K) YoY +971.11% (+549.5K)	All Managers (Combined)	$104.9M	QoQ +741.50% (+$92.4M) YoY +640.70% (+$90.7M)
Comfort Systems Usa Inc(FIXcusip199908104)	319.8K	QoQ +299.16% (+239.7K) YoY NEW(+319.8K)	All Managers (Combined)	$103.1M	QoQ +203.40% (+$69.1M) YoY NEW(+$103.1M)