JACOBS LEVY EQUITY MANAGEMENT, INC

CIK 0000884414 · Q1 2026

13F Equity AUM

$23.8B

-8.1% QoQ

Positions

952

+35 QoQ

AUM Rank

#366

Top 3%

Skill Alpha (FF)

+3.0%/yr

Alpha Generator

Rank #918 · Top 11%

vs S&P +0.2%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 19.1%Top 10: 24.9%Top 20: 34.8%

NVDA6.1%

AAPL4.8%

GOOG4.1%

MSFT2.5%

BKNG1.4%

QCOM1.2%

NOW1.2%

DYH1.2%

AMZN1.2%

IBKR1.1%

Others (942)75.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology30.7%

Financial Services12.6%

Consumer Cyclical12.4%

Industrials11.7%

Healthcare10.0%

Communication Services7.6%

Consumer Defensive4.2%

Energy3.5%

Other7.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 952Median: 0.02%Avg: 0.10%

0–0.5%

909(50.1%)

0.5–1%

30(21.8%)

1–3%

10(13.0%)

3–5%

2(9.0%)

5%+

1(6.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 948Unique: 4vs 20 funds

13%Low

952

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

GEODE CAPITAL MANAGEMENT, LLC

27.2%

BlackRock, Inc.

23.1%

VANGUARD CAPITAL MANAGEMENT LLC

26.7%

STATE STREET CORP

26%

MORGAN STANLEY

16.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

30.1%

BANK OF AMERICA CORP /DE/

16.3%

JPMORGAN CHASE & CO

14.6%

FMR LLC

19.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New166Increased346Decreased405Exited130

New Positions

TXN0.7%

+857K

SF0.4%

+1.4M

EBA0.4%

+985K

WM0.3%

+350K

SUX0.3%

+355K

PIPER SANDLER COMPAN…0.2%

+635K

CVNA0.2%

+139K

EVR0.2%

+144K

FSLR0.1%

+151K

TENB0.1%

+1.8M

Increased

DKNG0.4%

+4.0M(+2595%)

CALY0.2%

+2.6M(+210%)

SNAP0.1%

+2.5M(+63%)

LVS0.6%

+2.4M(+715%)

BLND0.0%

+2.1M(+2340%)

AMPL0.1%

+1.7M(+2881%)

DOCU0.4%

+1.6M(+457%)

PLTK0.0%

+1.5M(+4997%)

OSCR0.1%

+1.4M(+133%)

ARVN0.1%

+1.2M(+471%)

Decreased

LYFT0.0%

-4,389,008(-89%)

ORLY0.1%

-2,568,144(-95%)

XRAY0.0%

-2,399,725(-77%)

VSTS0.0%

-2,345,993(-95%)

ANET0.2%

-1,789,733(-85%)

RHI0.0%

-1,679,504(-81%)

EVH0.0%

-1,658,770(-73%)

NFLX0.2%

-1,461,300(-72%)

KURA0.0%

-1,420,102(-70%)

LRCX0.4%

-1,268,611(-73%)

Exited

-405,212

-209,337

-866,162

-960,317

-244,481

-88,927

-10,482

-124,022

-318,955

-119,420

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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