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
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
CTEV CLARITEV CORPORATION $00.00%0 -39,602-100.0% -$64.71万 清仓
MKTX MARKETAXESS HLDGS INC $00.00%0 -3,908-100.0% -$64.47万 清仓
— SES AI CORPORATION $00.00%0 -662,115-100.0% -$63.70万 清仓
— CARTESIAN THERAPEUTICS INC $00.00%0 -101,534-100.0% -$62.44万 清仓
RYAN RYAN SPECIALTY HOLDINGS INC $00.00%0 -18,358-100.0% -$61.94万 清仓
BLZE BACKBLAZE INC $00.00%0 -174,576-100.0% -$60.23万 清仓
ATRO ASTRONICS CORP $00.00%0 -8,735-100.0% -$58.29万 清仓
MUSA MURPHY USA INC $00.00%0 -1,180-100.0% -$58.29万 清仓
CUBI CUSTOMERS BANCORP INC $00.00%0 -8,203-100.0% -$56.94万 清仓
MDU MDU RES GROUP INC $00.00%0 -26,874-100.0% -$55.68万 清仓
HWM HOWMET AEROSPACE INC $00.00%0 -2,390-100.0% -$55.08万 清仓
ZBIO ZENAS BIOPHARMA INC $00.00%0 -27,532-100.0% -$53.83万 清仓
MXL MAXLINEAR INC $00.00%0 -30,641-100.0% -$53.28万 清仓
ASTE ASTEC INDS INC $00.00%0 -9,800-100.0% -$52.76万 清仓
BR BROADRIDGE FINL SOLUTIONS IN $00.00%0 -3,246-100.0% -$52.74万 清仓
— SANGAMO THERAPEUTICS INC $00.00%0 -2,050,384-100.0% -$50.62万 清仓
BKV BKV CORP $00.00%0 -17,620-100.0% -$50.25万 清仓
GKOS GLAUKOS CORP $00.00%0 -4,663-100.0% -$50.20万 清仓
SKWD SKYWARD SPECIALTY INS GROUP $00.00%0 -11,341-100.0% -$49.54万 清仓
GWRE GUIDEWIRE SOFTWARE INC $00.00%0 -3,225-100.0% -$48.23万 清仓
— BIOMEA FUSION INC $00.00%0 -310,514-100.0% -$47.51万 清仓
SOLV SOLVENTUM CORP $00.00%0 -7,172-100.0% -$46.83万 清仓
STZ CONSTELLATION BRANDS INC $00.00%0 -3,121-100.0% -$46.81万 清仓
STAA STAAR SURGICAL CO $00.00%0 -24,412-100.0% -$45.65万 清仓
BOW BOWHEAD SPECIALTY HLDGS INC $00.00%0 -19,701-100.0% -$44.19万 清仓
CPAY CORPAY INC $00.00%0 -1,426-100.0% -$41.50万 清仓
FLNC FLUENCE ENERGY INC $00.00%0 -29,230-100.0% -$40.22万 清仓
HBNC HORIZON BANCORP IND $00.00%0 -23,650-100.0% -$39.19万 清仓
ASC ARDMORE SHIPPING CORP $00.00%0 -25,228-100.0% -$38.47万 清仓
LZ LEGALZOOM COM INC $00.00%0 -62,554-100.0% -$35.47万 清仓
— FILANA THERAPEUTICS INC $00.00%0 -209,080-100.0% -$35.33万 清仓
RRBI RED RIVER BANCSHARES INC $00.00%0 -3,903-100.0% -$35.30万 清仓
OGN ORGANON & CO $00.00%0 -58,657-100.0% -$35.14万 清仓
— SKILLZ INC $00.00%0 -131,680-100.0% -$34.11万 清仓
HPQ HP INC $00.00%0 -17,057-100.0% -$32.77万 清仓
FSBW FS BANCORP INC $00.00%0 -8,469-100.0% -$32.68万 清仓
CTMX CYTOMX THERAPEUTICS INC. $00.00%0 -68,378-100.0% -$32.14万 清仓
LILAK LIBERTY LATIN AMERICA LTD $00.00%0 -34,825-100.0% -$30.72万 清仓
TJX TJX COS INC NEW $00.00%0 -1,901-100.0% -$30.36万 清仓
PSIX POWER SOLUTIONS INTL INC $00.00%0 -4,922-100.0% -$29.97万 清仓
CSV CARRIAGE SVCS INC $00.00%0 -6,379-100.0% -$29.13万 清仓
— JASPER THERAPEUTICS INC $00.00%0 -322,273-100.0% -$28.24万 清仓
DXCM DEXCOM INC $00.00%0 -4,466-100.0% -$28.05万 清仓
VRSK VERISK ANALYTICS INC $00.00%0 -1,445-100.0% -$27.42万 清仓
GHC GRAHAM HLDGS CO $00.00%0 -246-100.0% -$26.01万 清仓
BHVN BIOHAVEN LTD $00.00%0 -30,080-100.0% -$25.45万 清仓
MC MOELIS & CO $00.00%0 -4,340-100.0% -$24.74万 清仓
DOCS DOXIMITY INC $00.00%0 -10,457-100.0% -$24.36万 清仓
AVIR ATEA PHARMACEUTICALS INC $00.00%0 -43,104-100.0% -$23.19万 清仓
— CVRX INC $00.00%0 -24,439-100.0% -$23.12万 清仓
— TOPBUILD COR $00.00%0 -653-100.0% -$22.94万 清仓
AROW ARROW FINL CORP $00.00%0 -6,714-100.0% -$22.54万 清仓
CAI CARIS LIFE SCIENCES INC $00.00%0 -12,340-100.0% -$22.06万 清仓
AVT AVNET INC $00.00%0 -3,546-100.0% -$21.85万 清仓
TRMK TRUSTMARK CORP $00.00%0 -5,022-100.0% -$21.16万 清仓
LAUR LAUREATE ED INC $00.00%0 -6,045-100.0% -$21.06万 清仓
KNSL KINSALE CAP GROUP INC $00.00%0 -613-100.0% -$20.94万 清仓
SMBK SMARTFINANCIAL INC $00.00%0 -5,267-100.0% -$20.58万 清仓
LXRX LEXICON PHARMACEUTICALS INC $00.00%0 -130,020-100.0% -$20.28万 清仓
EGY VAALCO ENERGY INC $00.00%0 -31,811-100.0% -$20.17万 清仓
BW BABCOCK & WILCOX ENTERPRISES $00.00%0 -13,639-100.0% -$20.04万 清仓
— NAUTILUS BIOTECHNOLOGY INC $00.00%0 -46,394-100.0% -$18.00万 清仓
REPL REPLIMUNE GROUP INC $00.00%0 -23,199-100.0% -$17.75万 清仓
CMPX COMPASS THERAPEUTICS INC $00.00%0 -30,655-100.0% -$16.22万 清仓
ACEL ACCEL ENTERTAINMENT INC $00.00%0 -14,669-100.0% -$16.00万 清仓
KYTX KYVERNA THERAPEUTICS INC $00.00%0 -16,599-100.0% -$14.32万 清仓