Managed by
Hedge FundAUM Tracked
$23.8B
AI Exposure
28.5%
AI & Tech holdings for JACOBS LEVY EQUITY MANAGEMENT, INC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 8,301,940 | $1.4B | 6.1% | No change |
| $AAPLAI | Apple Inc. | 4,548,328 | $1.2B | 4.9% | No change |
| $GOOGAI | Alphabet Inc. | 3,437,097 | $986.0M | 4.1% | Increased by 37% |
| $MSFTAI | Microsoft Corporation | 1,616,923 | $598.5M | 2.5% | Reduced by 11% |
| $QCOMAI | QUALCOMM Inc. | 2,237,947 | $288.2M | 1.2% | No change |
| $NOWAI | ServiceNow Inc. | 2,753,854 | $287.9M | 1.2% | Increased by 30% |
| $AMZNAI | Amazon.com, Inc. | 1,336,932 | $278.4M | 1.2% | Reduced by 7% |
| $FTNTAI | Fortinet Inc. | 3,052,283 | $249.4M | 1% | No change |
| $METAAI | Meta Platforms, Inc. | 408,456 | $233.7M | 1% | Reduced by 44% |
| $ADBEAI | Adobe Inc. | 807,650 | $196.3M | 0.8% | No change |
| $MUAI | Micron Technology | 548,410 | $185.3M | 0.8% | Increased by 23059% |
| $TXNAI | Texas Instruments | 857,024 | $166.4M | 0.7% | New Position |
| $AVGOAI | Broadcom Inc. | 491,383 | $152.1M | 0.6% | Reduced by 27% |
| $LRCXAI | Lam Research | 478,282 | $102.2M | 0.4% | Reduced by 73% |
| $SNPSAI | Synopsys Inc. | 181,330 | $71.9M | 0.3% | Increased by 114% |
| $TEAMAI | Atlassian Corporation | 975,524 | $66.6M | 0.3% | Increased by 42% |
| $TSLAAI | Tesla, Inc. | 144,985 | $53.9M | 0.2% | Reduced by 31% |
| $WDAYAI | Workday Inc. | 353,913 | $46.0M | 0.2% | Increased by 705% |
| $ZSAI | Zscaler Inc. | 296,554 | $41.6M | 0.2% | No change |
| $ANETAI | Arista Networks | 307,025 | $37.7M | 0.2% | Reduced by 85% |
| $CRMAI | Salesforce Inc. | 189,523 | $35.4M | 0.1% | Increased by 61% |
| $CRWDAI | CrowdStrike Holdings | 86,663 | $33.8M | 0.1% | Increased by 258% |
| $VSTAI | Vistra Corp. | 137,243 | $20.6M | 0.1% | Reduced by 19% |
| $PLTRAI | Palantir Technologies | 120,620 | $17.6M | 0.1% | Reduced by 32% |
| $KLACAI | KLA Corporation | 9,044 | $13.3M | 0.1% | New Position |
| $ABNBAI | Airbnb Inc. | 17,355 | $2.2M | 0% | Reduced by 95% |
| $MPWRAI | Monolithic Power Systems | 1,839 | $2.0M | 0% | Increased by 228% |
| $NETAI | Cloudflare Inc. | 8,632 | $1.8M | 0% | No change |
| $VRTAI | Vertiv Holdings | 5,009 | $1.3M | 0% | Reduced by 55% |
| $DELLAI | Dell Technologies | 4,807 | $789.0K | 0% | Increased by 6% |