JACOBS LEVY EQUITY MANAGEMENT, INC
FLORHAM PARK NJ · SEC CIK 0000884414
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CTEV | CLARITEV CORPORATION | $0 | 0.00% | 0 | -39,602 | -100.0% | -$64.71万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -3,908 | -100.0% | -$64.47万 | 清仓 |
| — | SES AI CORPORATION | $0 | 0.00% | 0 | -662,115 | -100.0% | -$63.70万 | 清仓 |
| — | CARTESIAN THERAPEUTICS INC | $0 | 0.00% | 0 | -101,534 | -100.0% | -$62.44万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | -18,358 | -100.0% | -$61.94万 | 清仓 |
| BLZE | BACKBLAZE INC | $0 | 0.00% | 0 | -174,576 | -100.0% | -$60.23万 | 清仓 |
| ATRO | ASTRONICS CORP | $0 | 0.00% | 0 | -8,735 | -100.0% | -$58.29万 | 清仓 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | -1,180 | -100.0% | -$58.29万 | 清仓 |
| CUBI | CUSTOMERS BANCORP INC | $0 | 0.00% | 0 | -8,203 | -100.0% | -$56.94万 | 清仓 |
| MDU | MDU RES GROUP INC | $0 | 0.00% | 0 | -26,874 | -100.0% | -$55.68万 | 清仓 |
| HWM | HOWMET AEROSPACE INC | $0 | 0.00% | 0 | -2,390 | -100.0% | -$55.08万 | 清仓 |
| ZBIO | ZENAS BIOPHARMA INC | $0 | 0.00% | 0 | -27,532 | -100.0% | -$53.83万 | 清仓 |
| MXL | MAXLINEAR INC | $0 | 0.00% | 0 | -30,641 | -100.0% | -$53.28万 | 清仓 |
| ASTE | ASTEC INDS INC | $0 | 0.00% | 0 | -9,800 | -100.0% | -$52.76万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -3,246 | -100.0% | -$52.74万 | 清仓 |
| — | SANGAMO THERAPEUTICS INC | $0 | 0.00% | 0 | -2,050,384 | -100.0% | -$50.62万 | 清仓 |
| BKV | BKV CORP | $0 | 0.00% | 0 | -17,620 | -100.0% | -$50.25万 | 清仓 |
| GKOS | GLAUKOS CORP | $0 | 0.00% | 0 | -4,663 | -100.0% | -$50.20万 | 清仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $0 | 0.00% | 0 | -11,341 | -100.0% | -$49.54万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -3,225 | -100.0% | -$48.23万 | 清仓 |
| — | BIOMEA FUSION INC | $0 | 0.00% | 0 | -310,514 | -100.0% | -$47.51万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -7,172 | -100.0% | -$46.83万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -3,121 | -100.0% | -$46.81万 | 清仓 |
| STAA | STAAR SURGICAL CO | $0 | 0.00% | 0 | -24,412 | -100.0% | -$45.65万 | 清仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $0 | 0.00% | 0 | -19,701 | -100.0% | -$44.19万 | 清仓 |
| CPAY | CORPAY INC | $0 | 0.00% | 0 | -1,426 | -100.0% | -$41.50万 | 清仓 |
| FLNC | FLUENCE ENERGY INC | $0 | 0.00% | 0 | -29,230 | -100.0% | -$40.22万 | 清仓 |
| HBNC | HORIZON BANCORP IND | $0 | 0.00% | 0 | -23,650 | -100.0% | -$39.19万 | 清仓 |
| ASC | ARDMORE SHIPPING CORP | $0 | 0.00% | 0 | -25,228 | -100.0% | -$38.47万 | 清仓 |
| LZ | LEGALZOOM COM INC | $0 | 0.00% | 0 | -62,554 | -100.0% | -$35.47万 | 清仓 |
| — | FILANA THERAPEUTICS INC | $0 | 0.00% | 0 | -209,080 | -100.0% | -$35.33万 | 清仓 |
| RRBI | RED RIVER BANCSHARES INC | $0 | 0.00% | 0 | -3,903 | -100.0% | -$35.30万 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -58,657 | -100.0% | -$35.14万 | 清仓 |
| — | SKILLZ INC | $0 | 0.00% | 0 | -131,680 | -100.0% | -$34.11万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -17,057 | -100.0% | -$32.77万 | 清仓 |
| FSBW | FS BANCORP INC | $0 | 0.00% | 0 | -8,469 | -100.0% | -$32.68万 | 清仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $0 | 0.00% | 0 | -68,378 | -100.0% | -$32.14万 | 清仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $0 | 0.00% | 0 | -34,825 | -100.0% | -$30.72万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,901 | -100.0% | -$30.36万 | 清仓 |
| PSIX | POWER SOLUTIONS INTL INC | $0 | 0.00% | 0 | -4,922 | -100.0% | -$29.97万 | 清仓 |
| CSV | CARRIAGE SVCS INC | $0 | 0.00% | 0 | -6,379 | -100.0% | -$29.13万 | 清仓 |
| — | JASPER THERAPEUTICS INC | $0 | 0.00% | 0 | -322,273 | -100.0% | -$28.24万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -4,466 | -100.0% | -$28.05万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -1,445 | -100.0% | -$27.42万 | 清仓 |
| GHC | GRAHAM HLDGS CO | $0 | 0.00% | 0 | -246 | -100.0% | -$26.01万 | 清仓 |
| BHVN | BIOHAVEN LTD | $0 | 0.00% | 0 | -30,080 | -100.0% | -$25.45万 | 清仓 |
| MC | MOELIS & CO | $0 | 0.00% | 0 | -4,340 | -100.0% | -$24.74万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -10,457 | -100.0% | -$24.36万 | 清仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -43,104 | -100.0% | -$23.19万 | 清仓 |
| — | CVRX INC | $0 | 0.00% | 0 | -24,439 | -100.0% | -$23.12万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -653 | -100.0% | -$22.94万 | 清仓 |
| AROW | ARROW FINL CORP | $0 | 0.00% | 0 | -6,714 | -100.0% | -$22.54万 | 清仓 |
| CAI | CARIS LIFE SCIENCES INC | $0 | 0.00% | 0 | -12,340 | -100.0% | -$22.06万 | 清仓 |
| AVT | AVNET INC | $0 | 0.00% | 0 | -3,546 | -100.0% | -$21.85万 | 清仓 |
| TRMK | TRUSTMARK CORP | $0 | 0.00% | 0 | -5,022 | -100.0% | -$21.16万 | 清仓 |
| LAUR | LAUREATE ED INC | $0 | 0.00% | 0 | -6,045 | -100.0% | -$21.06万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -613 | -100.0% | -$20.94万 | 清仓 |
| SMBK | SMARTFINANCIAL INC | $0 | 0.00% | 0 | -5,267 | -100.0% | -$20.58万 | 清仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $0 | 0.00% | 0 | -130,020 | -100.0% | -$20.28万 | 清仓 |
| EGY | VAALCO ENERGY INC | $0 | 0.00% | 0 | -31,811 | -100.0% | -$20.17万 | 清仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $0 | 0.00% | 0 | -13,639 | -100.0% | -$20.04万 | 清仓 |
| — | NAUTILUS BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -46,394 | -100.0% | -$18.00万 | 清仓 |
| REPL | REPLIMUNE GROUP INC | $0 | 0.00% | 0 | -23,199 | -100.0% | -$17.75万 | 清仓 |
| CMPX | COMPASS THERAPEUTICS INC | $0 | 0.00% | 0 | -30,655 | -100.0% | -$16.22万 | 清仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $0 | 0.00% | 0 | -14,669 | -100.0% | -$16.00万 | 清仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $0 | 0.00% | 0 | -16,599 | -100.0% | -$14.32万 | 清仓 |
| — | FUTUREFUEL CORP | $0 | 0.00% | 0 | -37,029 | -100.0% | -$14.26万 | 清仓 |
| — | IMAGENEBIO INC | $0 | 0.00% | 0 | -26,663 | -100.0% | -$13.33万 | 清仓 |
| DHC | DIVERSIFIED HEALTHCARE TR | $0 | 0.00% | 0 | -19,330 | -100.0% | -$12.84万 | 清仓 |
| IHRT | IHEARTMEDIA INC | $0 | 0.00% | 0 | -36,872 | -100.0% | -$10.77万 | 清仓 |
| — | VERITONE INC | $0 | 0.00% | 0 | -52,581 | -100.0% | -$10.36万 | 清仓 |
| — | AMERICAN OUTDOOR BRANDS INC | $0 | 0.00% | 0 | -10,340 | -100.0% | -$9.66万 | 清仓 |
| OABI | OMNIAB INC | $0 | 0.00% | 0 | -42,966 | -100.0% | -$6.75万 | 清仓 |
| — | CARDLYTICS INC | $0 | 0.00% | 0 | -53,100 | -100.0% | -$5.58万 | 清仓 |
| — | EXPENSIFY INC | $0 | 0.00% | 0 | -47,816 | -100.0% | -$4.16万 | 清仓 |
| — | ACUMEN PHARMACEUTICALS INC | $0 | 0.00% | 0 | -13,011 | -100.0% | -$3.07万 | 清仓 |
| — | DESTINATION XL GROUP INC | $0 | 0.00% | 0 | -16,649 | -100.0% | -$8,491 | 清仓 |
| — | ACCURAY INC DEL | $1.13万 | 0.00% | 43,916 | -118,589 | -73.0% | -$3.06万 | 减仓 |
| — | PULMONX CORP | $1.76万 | 0.00% | 13,519 | -23,562 | -63.5% | -$3.06万 | 减仓 |
| — | EHEALTH INC | $1.92万 | 0.00% | 12,864 | -22,782 | -63.9% | -$3.39万 | 减仓 |
| — | CENTURY CASINOS INC | $2.76万 | 0.00% | 21,595 | 21,595 | — | $2.76万 | 新建仓 |
| CMTG | CLAROS MTG TR INC | $4.00万 | 0.00% | 17,011 | -20,276 | -54.4% | -$4.76万 | 减仓 |
| ALXO | ALX ONCOLOGY HLDGS INC | $5.28万 | 0.00% | 25,507 | 25,507 | — | $5.28万 | 新建仓 |
| — | UNIVERSAL ELECTRS INC | $6.28万 | 0.00% | 13,169 | 13,169 | — | $6.28万 | 新建仓 |
| — | BIOTE CORP | $8.11万 | 0.00% | 42,916 | -108,133 | -71.6% | -$20.44万 | 减仓 |
| — | DOCGO INC | $8.41万 | 0.00% | 163,017 | -114,283 | -41.2% | -$5.90万 | 减仓 |
| LENZ | LENZ THERAPEUTICS INC | $9.12万 | 0.00% | 16,061 | -100,950 | -86.3% | -$57.34万 | 减仓 |
| — | PMV PHARMACEUTICALS INC | $9.45万 | 0.00% | 70,504 | -109,369 | -60.8% | -$14.66万 | 减仓 |
| — | CHEGG INC | $10.87万 | 0.00% | 107,598 | -363,771 | -77.2% | -$36.74万 | 减仓 |
| — | JELD-WEN HLDG INC | $11.43万 | 0.00% | 76,202 | -1,817,799 | -96.0% | -$272.67万 | 减仓 |
| — | SILVERCREST ASSET MGMT GROUP | $11.60万 | 0.00% | 11,476 | -1,464 | -11.3% | -$1.48万 | 减仓 |
| CCCC | C4 THERAPEUTICS INC | $11.73万 | 0.00% | 25,111 | -239,509 | -90.5% | -$111.85万 | 减仓 |
| CNDT | CONDUENT INC | $12.46万 | 0.00% | 85,346 | -1,045,679 | -92.5% | -$152.67万 | 减仓 |
| — | ZEVIA PBC | $12.96万 | 0.00% | 79,488 | -214,401 | -73.0% | -$34.95万 | 减仓 |
| — | ADC THERAPEUTICS SA | $15.12万 | 0.00% | 141,344 | 141,344 | — | $15.12万 | 新建仓 |
| — | NET LEASE OFFICE PROPERTIES | $15.43万 | 0.00% | 13,867 | 0 | 0.0% | — | 不变 |
| AIV | APARTMENT INVT & MGMT CO | $18.11万 | 0.00% | 60,990 | -11,177 | -15.5% | -$3.32万 | 减仓 |
| — | ORION PROPERTIES INC | $18.18万 | 0.00% | 62,914 | -13,388 | -17.5% | -$3.87万 | 减仓 |
| — | FIRST NORTHWEST BANCORP | $18.27万 | 0.00% | 16,897 | -37 | -0.2% | -$400 | 减仓 |
| — | METAGENOMI THERAPEUTICS INC | $19.04万 | 0.00% | 160,000 | -222,153 | -58.1% | -$26.44万 | 减仓 |