Jacobs Levy Equity Management, Inc.
Annual return '25
+13.3%
SPY '25
+17.7%
Alpha
-4.4ptsvs SPY
Invested
$47.6B
Holdings
953
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 84.1% (8.72M → 1.38M shares)
6.2%
02
$AAPL
APPLE INC
Q1 2026: Sold 82.4% (4.76M → 836.6k shares)
4.9%
03
$GOOG
ALPHABET INC
Q1 2026: Sold 89.4% (2.51M → 266.6k shares)
4.2%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 76.8% (1.82M → 423.2k shares)
2.6%
05
$BKNG
BOOKING HOLDINGS INC
Q1 2026: Sold 97.4% (71.4k → 1.8k shares)
1.5%
06
$QCOM
QUALCOMM INC
Q1 2026: Sold 97.3% (2.26M → 60.8k shares)
1.2%
07
$NOW
SERVICENOW INC
Q1 2026: Sold 97.2% (2.11M → 59.5k shares)
1.2%
08
$TGT
TARGET CORP
Q1 2026: Sold 99.0% (2.54M → 25.7k shares)
1.2%
09
$AMZN
AMAZON COM INC
Q1 2026: Sold 61.4% (1.44M → 556.7k shares)
1.2%
10
$IBKR
INTERACTIVE BROKERS GROUP IN
Q1 2026: Sold 99.5% (4.81M → 25.5k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:16 UTC.