13F 机构持仓

JACOBS LEVY EQUITY MANAGEMENT, INC

FLORHAM PARK NJ · SEC CIK 0000884414

2026Q22026Q1 更早 9 个季度 🔒
$278.07亿2026Q2 申报市值
934持仓数
27.7%前十大占比 · 第一大 6.4%
148 / 177新建仓 / 清仓
申报市值走势$278.07亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.4%
GOOG 5.0%
AAPL 3.8%
MU 2.7%
MSFT 2.3%
KLAC 1.9%
BKNG 1.4%
FTNT 1.4%
AMZN 1.4%
CRWD 1.3%

2026Q2 买入最多 按季末市值估算

KLAC 加仓+$4.94亿
CRWD 加仓+$3.02亿
SNDK 加仓+$2.47亿
GOOG 加仓+$1.84亿
AAL 新建仓+$1.75亿

2026Q2 卖出最多 按季末市值估算

QCOM 减仓-$4.13亿
AAPL 减仓-$2.63亿
NOW 减仓-$2.63亿
MAS 减仓-$1.91亿
TRV 减仓-$1.46亿

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
ROKU ROKU INC $00.00%0 -1,472,268-100.0% -$1.39亿 清仓
OTIS OTIS WORLDWIDE CORP $00.00%0 -1,337,699-100.0% -$1.03亿 清仓
MNST MONSTER BEVERAGE CORP NEW $00.00%0 -1,285,419-100.0% -$9,314.15万 清仓
FCN FTI CONSULTING INC $00.00%0 -353,566-100.0% -$6,249.99万 清仓
DVN DEVON ENERGY CORP NEW $00.00%0 -666,114-100.0% -$3,351.89万 清仓
TENB TENABLE HLDGS INC $00.00%0 -1,841,995-100.0% -$3,115.73万 清仓
LII LENNOX INTL INC $00.00%0 -58,585-100.0% -$2,719.11万 清仓
RNG RINGCENTRAL INC $00.00%0 -723,944-100.0% -$2,692.35万 清仓
THG HANOVER INS GROUP INC $00.00%0 -152,763-100.0% -$2,648.15万 清仓
FLEX FLEXTRONICS INTL LTD $00.00%0 -303,681-100.0% -$1,987.90万 清仓
CNP CENTERPOINT ENERGY INC $00.00%0 -455,872-100.0% -$1,967.54万 清仓
VLTO VERALTO CORP $00.00%0 -221,047-100.0% -$1,954.50万 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -94,049-100.0% -$1,910.89万 清仓
AYI ACUITY INC $00.00%0 -66,251-100.0% -$1,856.49万 清仓
ALSN ALLISON TRANSMISSION HLDGS I $00.00%0 -143,059-100.0% -$1,674.65万 清仓
ROL ROLLINS INC $00.00%0 -273,061-100.0% -$1,458.42万 清仓
CI THE CIGNA GROUP $00.00%0 -49,979-100.0% -$1,333.19万 清仓
CME CME GROUP INC $00.00%0 -35,414-100.0% -$1,045.95万 清仓
RHI ROBERT HALF INC. $00.00%0 -400,119-100.0% -$1,016.30万 清仓
BCRX BIOCRYST PHARMACEUTICALS INC $00.00%0 -1,004,373-100.0% -$956.16万 清仓
NXT NEXTPOWER INC $00.00%0 -79,054-100.0% -$953.00万 清仓
GEV GE VERNOVA INC $00.00%0 -10,349-100.0% -$903.36万 清仓
SRPT SAREPTA THERAPEUTICS INC $00.00%0 -372,637-100.0% -$810.86万 清仓
FTI TECHNIPFMC PLC $00.00%0 -108,251-100.0% -$748.34万 清仓
SFM SPROUTS FMRS MKT INC $00.00%0 -93,339-100.0% -$719.92万 清仓
OXY OCCIDENTAL PETE CORP $00.00%0 -109,628-100.0% -$712.58万 清仓
PAYO PAYONEER GLOBAL INC $00.00%0 -1,388,861-100.0% -$670.82万 清仓
— CROSS CTRY HEALTHCARE INC $00.00%0 -617,010-100.0% -$579.99万 清仓
DY DYCOM INDS INC $00.00%0 -16,332-100.0% -$553.36万 清仓
AEE AMEREN CORP $00.00%0 -48,013-100.0% -$527.76万 清仓
SPG SIMON PPTY GROUP INC NEW $00.00%0 -27,795-100.0% -$518.46万 清仓
MRNA MODERNA INC $00.00%0 -99,952-100.0% -$507.76万 清仓
MAN MANPOWERGROUP INC WIS $00.00%0 -157,574-100.0% -$464.21万 清仓
— WHITESTONE REIT $00.00%0 -272,874-100.0% -$440.69万 清仓
KBH KB HOME $00.00%0 -78,733-100.0% -$407.44万 清仓
NABL N-ABLE INC $00.00%0 -849,220-100.0% -$396.59万 清仓
ROP ROPER TECHNOLOGIES INC $00.00%0 -10,894-100.0% -$385.50万 清仓
BALL BALL CORP $00.00%0 -64,083-100.0% -$378.79万 清仓
— TAYLOR MORRISON HOME CORP $00.00%0 -63,336-100.0% -$368.87万 清仓
XNCR XENCOR INC $00.00%0 -293,080-100.0% -$353.45万 清仓
BAND BANDWIDTH INC $00.00%0 -180,619-100.0% -$321.86万 清仓
HMN HORACE MANN EDUCATORS CORP N $00.00%0 -73,735-100.0% -$314.70万 清仓
LNG CHENIERE ENERGY INC $00.00%0 -10,888-100.0% -$308.96万 清仓
— DOMO INC $00.00%0 -998,593-100.0% -$305.57万 清仓
DRS LEONARDO DRS INC $00.00%0 -64,987-100.0% -$289.32万 清仓
MTZ MASTEC INC $00.00%0 -8,961-100.0% -$288.31万 清仓
T AT&T INC $00.00%0 -96,258-100.0% -$279.05万 清仓
AN AUTONATION INC $00.00%0 -14,105-100.0% -$275.41万 清仓
IBTA IBOTTA INC $00.00%0 -86,043-100.0% -$257.87万 清仓
— APELLIS PHARMACEUTICALS INC $00.00%0 -61,681-100.0% -$248.14万 清仓
PHIN PHINIA INC $00.00%0 -33,300-100.0% -$227.91万 清仓
BC BRUNSWICK CORP $00.00%0 -30,483-100.0% -$221.79万 清仓
PWP PERELLA WEINBERG PARTNERS $00.00%0 -121,582-100.0% -$220.79万 清仓
RSG REPUBLIC SVCS INC $00.00%0 -9,623-100.0% -$210.76万 清仓
MPWR MONOLITHIC PWR SYS INC $00.00%0 -1,839-100.0% -$201.07万 清仓
— COTERRA ENERGY INC $00.00%0 -55,627-100.0% -$195.47万 清仓
TRIP TRIPADVISOR INC $00.00%0 -174,839-100.0% -$186.38万 清仓
TXT TEXTRON INC $00.00%0 -20,907-100.0% -$183.06万 清仓
ALK ALASKA AIR GROUP INC $00.00%0 -49,355-100.0% -$181.53万 清仓
AVPT AVEPOINT INC $00.00%0 -186,445-100.0% -$177.31万 清仓
AMKR AMKOR TECHNOLOGY INC $00.00%0 -37,868-100.0% -$170.52万 清仓
NRIM NORTHRIM BANCORP INC $00.00%0 -69,506-100.0% -$159.03万 清仓
RYZ RYERSON HLDG CORP $00.00%0 -68,050-100.0% -$152.98万 清仓
TCBK TRICO BANCSHARES $00.00%0 -31,808-100.0% -$151.22万 清仓
AVO MISSION PRODUCE INC $00.00%0 -107,282-100.0% -$147.62万 清仓
BHE BENCHMARK ELECTRS INC $00.00%0 -24,072-100.0% -$134.95万 清仓
CRAI CRA INTL INC $00.00%0 -8,184-100.0% -$132.48万 清仓
EBF ENNIS INC $00.00%0 -60,510-100.0% -$129.61万 清仓
HTO H2O AMERICA $00.00%0 -21,668-100.0% -$127.13万 清仓
VRT VERTIV HOLDINGS CO $00.00%0 -5,009-100.0% -$125.52万 清仓
AGO ASSURED GUARANTY LTD $00.00%0 -15,322-100.0% -$124.84万 清仓
FLYW FLYWIRE CORPORATION $00.00%0 -99,101-100.0% -$115.35万 清仓
MEI METHODE ELECTRS INC $00.00%0 -207,293-100.0% -$114.43万 清仓
— SLEEP NUMBER CORP $00.00%0 -624,287-100.0% -$112.06万 清仓
WS WORTHINGTON STL INC $00.00%0 -34,451-100.0% -$104.56万 清仓
DOX AMDOCS LTD $00.00%0 -15,552-100.0% -$101.49万 清仓
CMCO COLUMBUS MCKINNON CORP N Y $00.00%0 -68,710-100.0% -$99.84万 清仓
AMTB AMERANT BANCORP INC $00.00%0 -44,999-100.0% -$99.18万 清仓
DBD DIEBOLD NIXDORF INC $00.00%0 -13,098-100.0% -$98.81万 清仓
RBCAA REPUBLIC BANCORP INC KY $00.00%0 -13,721-100.0% -$96.80万 清仓
— OPEN LENDING CORP $00.00%0 -764,484-100.0% -$95.56万 清仓
VSTS VESTIS CORPORATION $00.00%0 -120,206-100.0% -$94.48万 清仓
SHC SOTERA HEALTH CO $00.00%0 -64,398-100.0% -$92.35万 清仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $00.00%0 -4,374-100.0% -$91.45万 清仓
JLL JONES LANG LASALLE INC $00.00%0 -2,981-100.0% -$90.72万 清仓
— RE/MAX HLDGS INC $00.00%0 -150,770-100.0% -$86.84万 清仓
NIQ NIQ GLOBAL INTELLIGENCE PLC $00.00%0 -75,977-100.0% -$86.39万 清仓
HAYW HAYWARD HLDGS INC $00.00%0 -62,492-100.0% -$83.61万 清仓
NAT NORDIC AMERICAN TANKERS LIMI $00.00%0 -137,559-100.0% -$80.61万 清仓
RIGL RIGEL PHARMACEUTICALS INC $00.00%0 -29,658-100.0% -$80.20万 清仓
PCOR PROCORE TECHNOLOGIES INC $00.00%0 -13,850-100.0% -$78.94万 清仓
HLIT HARMONIC INC $00.00%0 -87,529-100.0% -$78.60万 清仓
AXTI AXT INC $00.00%0 -13,438-100.0% -$76.57万 清仓
INBX INHIBRX BIOSCIENCES INC $00.00%0 -11,329-100.0% -$76.16万 清仓
GRMN GARMIN LTD $00.00%0 -3,188-100.0% -$73.96万 清仓
SMC SUMMIT MIDSTREAM CORPORATION $00.00%0 -23,443-100.0% -$70.89万 清仓
SWK STANLEY BLACK & DECKER INC $00.00%0 -9,837-100.0% -$69.90万 清仓
SKYD PARAMOUNT SKYDANCE CORP $00.00%0 -76,735-100.0% -$69.22万 清仓
SWKS SKYWORKS SOLUTIONS INC $00.00%0 -12,922-100.0% -$69.20万 清仓
SLVM SYLVAMO CORP $00.00%0 -15,971-100.0% -$67.46万 清仓