JACOBS LEVY EQUITY MANAGEMENT, INC
FLORHAM PARK NJ · SEC CIK 0000884414
$237.88亿2026Q1 申报市值
953持仓数
25.0%前十大占比 · 第一大 6.1%
139 / 120新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOOG 加仓+$2.67亿
MU 加仓+$1.84亿
TXN 新建仓+$1.66亿
LVS 加仓+$1.29亿
SF 新建仓+$1.01亿
2026Q1 卖出最多 按季末市值估算
LRCX 减仓-$2.71亿
ORLY 减仓-$2.37亿
FIX 减仓-$2.37亿
ANET 减仓-$2.20亿
MTZ 减仓-$1.92亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -33,025 | -100.0% | -$193.82万 | 清仓 |
| LOVE | LOVESAC COMPANY | $0 | 0.00% | 0 | -125,066 | -100.0% | -$184.47万 | 清仓 |
| CNK | CINEMARK HLDGS INC | $0 | 0.00% | 0 | -78,779 | -100.0% | -$183.08万 | 清仓 |
| — | ON24 INC | $0 | 0.00% | 0 | -227,263 | -100.0% | -$180.90万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -9,873 | -100.0% | -$173.75万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -31,815 | -100.0% | -$173.52万 | 清仓 |
| RXO | RXO INC | $0 | 0.00% | 0 | -118,057 | -100.0% | -$149.22万 | 清仓 |
| MHO | M/I HOMES INC | $0 | 0.00% | 0 | -11,303 | -100.0% | -$144.62万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -13,897 | -100.0% | -$140.21万 | 清仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $0 | 0.00% | 0 | -23,898 | -100.0% | -$128.14万 | 清仓 |
| — | NATIONAL STORAGE AFFILIATES | $0 | 0.00% | 0 | -37,694 | -100.0% | -$106.33万 | 清仓 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | -28,899 | -100.0% | -$104.18万 | 清仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $0 | 0.00% | 0 | -169,600 | -100.0% | -$99.89万 | 清仓 |
| COKE | COCA COLA CONS INC | $0 | 0.00% | 0 | -6,429 | -100.0% | -$98.56万 | 清仓 |
| AMN | AMN HEALTHCARE SVCS INC | $0 | 0.00% | 0 | -61,195 | -100.0% | -$96.44万 | 清仓 |
| SIG | SIGNET JEWELERS LIMITED | $0 | 0.00% | 0 | -11,586 | -100.0% | -$96.02万 | 清仓 |
| PNW | PINNACLE WEST CAP CORP | $0 | 0.00% | 0 | -10,653 | -100.0% | -$94.49万 | 清仓 |
| CYRX | CRYOPORT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | -16,789 | -100.0% | -$91.65万 | 清仓 |
| GDRX | GOODRX HLDGS INC | $0 | 0.00% | 0 | -336,972 | -100.0% | -$91.32万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -21,694 | -100.0% | -$84.93万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -24,613 | -100.0% | -$82.55万 | 清仓 |
| SW | SMURFIT WESTROCK PLC | $0 | 0.00% | 0 | -20,840 | -100.0% | -$80.59万 | 清仓 |
| INR | INFINITY NAT RES INC | $0 | 0.00% | 0 | -53,689 | -100.0% | -$79.08万 | 清仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $0 | 0.00% | 0 | -73,755 | -100.0% | -$76.34万 | 清仓 |
| — | SKILLSOFT CORP | $0 | 0.00% | 0 | -80,123 | -100.0% | -$74.51万 | 清仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $0 | 0.00% | 0 | -24,065 | -100.0% | -$74.46万 | 清仓 |
| ABM | ABM INDS INC | $0 | 0.00% | 0 | -17,356 | -100.0% | -$73.42万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -8,790 | -100.0% | -$69.70万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMERICAN VANGUARD CORP | $0 | 0.00% | 0 | -173,756 | -100.0% | -$66.37万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -3,906 | -100.0% | -$66.19万 | 清仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $0 | 0.00% | 0 | -680,435 | -100.0% | -$66.06万 | 清仓 |
| — | ATOSSA THERAPEUTICS INC | $0 | 0.00% | 0 | -1,048,289 | -100.0% | -$61.85万 | 清仓 |
| MEC | MAYVILLE ENGR CO INC | $0 | 0.00% | 0 | -31,868 | -100.0% | -$59.66万 | 清仓 |
| — | AMERICAN WELL CORP | $0 | 0.00% | 0 | -119,849 | -100.0% | -$58.85万 | 清仓 |
| — | THERAVANCE BIOPHARMA INC | $0 | 0.00% | 0 | -30,444 | -100.0% | -$56.96万 | 清仓 |
| ATR | APTARGROUP INC | $0 | 0.00% | 0 | -4,516 | -100.0% | -$55.08万 | 清仓 |
| BRC | BRADY CORP | $0 | 0.00% | 0 | -6,901 | -100.0% | -$54.08万 | 清仓 |
| VISN | COMMSCOPE HLDG CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -11,056 | -100.0% | -$52.59万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -1,304 | -100.0% | -$52.33万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -4,224 | -100.0% | -$47.38万 | 清仓 |
| COTY | COTY INC | $0 | 0.00% | 0 | -153,740 | -100.0% | -$47.35万 | 清仓 |
| — | TRAEGER INC | $0 | 0.00% | 0 | -419,853 | -100.0% | -$45.34万 | 清仓 |
| ALT | ALTIMMUNE INC | $0 | 0.00% | 0 | -124,821 | -100.0% | -$45.06万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -4,373 | -100.0% | -$41.72万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -4,696 | -100.0% | -$41.46万 | 清仓 |
| — | HURCO CO | $0 | 0.00% | 0 | -26,772 | -100.0% | -$41.36万 | 清仓 |
| STOK | STOKE THERAPEUTICS INC | $0 | 0.00% | 0 | -12,878 | -100.0% | -$40.87万 | 清仓 |
| RMR | RMR GROUP INC | $0 | 0.00% | 0 | -27,410 | -100.0% | -$40.84万 | 清仓 |
| — | ORIGIN MATERIALS INC | $0 | 0.00% | 0 | -1,834,775 | -100.0% | -$38.84万 | 清仓 |
| — | LIFEVANTAGE CORP | $0 | 0.00% | 0 | -60,266 | -100.0% | -$37.12万 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -9,433 | -100.0% | -$36.97万 | 清仓 |
| SVV | SAVERS VALUE VLG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TBI | TRUEBLUE INC | $0 | 0.00% | 0 | -75,956 | -100.0% | -$34.56万 | 清仓 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | -6,446 | -100.0% | -$34.40万 | 清仓 |
| CURV | TORRID HLDGS INC | $0 | 0.00% | 0 | -343,899 | -100.0% | -$33.65万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -5,741 | -100.0% | -$33.52万 | 清仓 |
| — | CPI CARD GROUP INC | $0 | 0.00% | 0 | -22,795 | -100.0% | -$33.46万 | 清仓 |
| — | EVI INDS INC | $0 | 0.00% | 0 | -12,851 | -100.0% | -$31.66万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -1,514 | -100.0% | -$31.11万 | 清仓 |
| REX | REX AMERICAN RES CORP | $0 | 0.00% | 0 | -9,500 | -100.0% | -$30.70万 | 清仓 |
| — | EASTERN CO | $0 | 0.00% | 0 | -15,122 | -100.0% | -$29.78万 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -1,437 | -100.0% | -$29.50万 | 清仓 |
| GRPN | GROUPON INC | $0 | 0.00% | 0 | -13,955 | -100.0% | -$24.57万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -538 | -100.0% | -$22.94万 | 清仓 |
| — | INOVIO PHARMACEUTICALS INC | $0 | 0.00% | 0 | -130,792 | -100.0% | -$22.76万 | 清仓 |
| M | MACYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BFS | SAUL CTRS INC | $0 | 0.00% | 0 | -6,641 | -100.0% | -$20.94万 | 清仓 |
| — | SUNOPTA INC | $0 | 0.00% | 0 | -48,245 | -100.0% | -$18.33万 | 清仓 |
| TG | TREDEGAR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -124,525 | -100.0% | -$16.81万 | 清仓 |
| — | FLUSHING FINL CORP | $0 | 0.00% | 0 | -10,972 | -100.0% | -$16.64万 | 清仓 |
| — | FORRESTER RESH INC | $0 | 0.00% | 0 | -16,407 | -100.0% | -$13.32万 | 清仓 |
| — | DIGIMARC CORP NEW | $0 | 0.00% | 0 | -12,365 | -100.0% | -$8.11万 | 清仓 |
| — | DRILLING TOOLS INTL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PLAYSTUDIOS INC | $0 | 0.00% | 0 | -103,910 | -100.0% | -$6.77万 | 清仓 |
| — | NL INDS INC | $0 | 0.00% | 0 | -11,210 | -100.0% | -$6.13万 | 清仓 |
| — | TENAYA THERAPEUTICS INC | $0 | 0.00% | 0 | -75,927 | -100.0% | -$5.40万 | 清仓 |
| — | BARK INC | $0 | 0.00% | 0 | -84,119 | -100.0% | -$5.07万 | 清仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -12,788 | -100.0% | -$3.49万 | 清仓 |