Jacobs Levy Equity Management is an SEC-registered investment adviser based in Florham Park, NJ that reports managing 4 hedge funds on Form ADV. It reports $28.0 billion in regulatory assets under management. Its private funds, of all types, hold $3.7 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated +13.2% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +37.2% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $28.0 billionForm ADV Item 5.F
- Gross assets of private funds
- $3.7 billionAll private fund types, Form ADV
- Hedge funds managed
- 44 private funds in total
- Employees
- 70Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 107022
- Latest Form ADV
- 04/30/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +17.5% | +14.8% |
| Q1 2026 | -3.6% | -4.6% |
| Q4 2025 | +1.9% | +2.4% |
| Q3 2025 | +6.8% | +7.8% |
| Q2 2025 | +9.2% | +10.4% |
| Q1 2025 | -6.1% | -4.5% |
| Q4 2024 | +2.2% | +2.1% |
| Q3 2024 | +6.3% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Nvidia Corp$1.8 billion
- Alphabet, Inc Non-voting Class$1.4 billion
- Apple Inc Com$1.1 billion
- Micron Technology Inc Com$756.7 million
- Microsoft Corp Com$648.2 million
- Kla Corp Com New$521.1 million
- Booking Holdings Inc$395.8 million
- Fortinet Inc Com$394.0 million
- Amazon Com Inc Com$386.1 million
- Crowdstrike Holdings Inc$367.9 million
As of 2026-06-30, from 13F filing by Jacobs Levy Equity Management, Inc.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures