JACOBS LEVY EQUITY MANAGEMENT, INC

JACOBS LEVY EQUITY MANAGEMENT, INC declares $10.2B in 71 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 36.9% of its $27.8B 13F portfolio. Largest positions: NVIDIA (0.04% of the company) and Alphabet (0.03% of the company). Over time: $10.2B in 71 of these companies for Q2 2026, against $2.1B in 66 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $2.1B and sold $1.9B of these stocks, at the quarter's prices: a net purchase of $222.9M; 15 new positions and 13 sold out.

Performance of its AI picks

The AI-stock portfolio JACOBS LEVY EQUITY MANAGEMENT, INC declared for Q2 2026 (Form 13F), held unchanged, returned +2.4% in Q3 2026 (SMH -7.1%), ranked 1111 of 1,785 active managers. Over the last 12 months, quarter after quarter: +29.4% (SMH +87.2%), ranked 626 of 1,360 active managers. Over three years, quarter after quarter: +159.8% (SMH +325.8%), ranked 234 of 784 active managers. Over five years, quarter after quarter: +182.6% (SMH +389.8%), ranked 130 of 535 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. NVIDIA (NVDA): $1.8B, 8.8M shares, 0.04% of the company, 6.4% of its portfolio (added this quarter); held since Q4 2022
2. Alphabet (GOOGL): $1.4B, 4.0M shares, 0.03% of the company, 5.0% of its portfolio (added this quarter); held since Q4 2019 or earlier
3. Apple (AAPL): $1.1B, 3.6M shares, 0.03% of the company, 3.8% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
4. Micron (MU): $756.7M, 655,543 shares, 0.06% of the company, 2.7% of its portfolio (added this quarter); held since Q3 2025
5. Microsoft (MSFT): $648.2M, 1.7M shares, 0.02% of the company, 2.3% of its portfolio (added this quarter); held since Q4 2019 or earlier
6. KLA (KLAC): $521.1M, 1.7M shares, 0.13% of the company, 1.9% of its portfolio (added this quarter); held since Q1 2026
7. Fortinet (FTNT): $394.0M, 2.6M shares, 0.35% of the company, 1.4% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
8. Amazon (AMZN): $386.1M, 1.6M shares, 0.01% of the company, 1.4% of its portfolio (added this quarter); held since Q4 2019 or earlier
9. CrowdStrike (CRWD): $367.9M, 1.9M shares, 0.19% of the company, 1.3% of its portfolio (added this quarter); held since Q3 2022
10. Comfort Systems USA (FIX): $287.0M, 144,823 shares, 0.41% of the company, 1.0% of its portfolio (added this quarter); held since Q4 2024
11. Sandisk (SNDK): $265.3M, 116,663 shares, 0.08% of the company, 0.95% of its portfolio (added this quarter); held since Q3 2025
12. EMCOR (EME): $235.5M, 283,794 shares, 0.65% of the company, 0.85% of its portfolio (trimmed this quarter); held since Q2 2024
13. Lam Research (LRCX): $231.1M, 533,201 shares, 0.04% of the company, 0.83% of its portfolio (added this quarter); held since Q3 2024
14. Broadcom (AVGO): $228.8M, 605,681 shares, 0.01% of the company, 0.82% of its portfolio (added this quarter); held since Q4 2023
15. Synopsys (SNPS): $199.9M, 448,092 shares, 0.23% of the company, 0.72% of its portfolio (added this quarter); held since Q3 2025

By sector

• Cloud & AI giants: $3.6B, 35% of its AI holdings, 5 companies
• Chips & compute: $2.3B, 22% of its AI holdings, 9 companies
• AI software: $1.3B, 13% of its AI holdings, 16 companies
• Memory & storage: $1.0B, 10% of its AI holdings, 5 companies
• Power, electrical & cooling: $1.0B, 10% of its AI holdings, 17 companies
• Equipment & test: $859.2M, 8% of its AI holdings, 7 companies
• Servers & systems: $61.5M, 1% of its AI holdings, 3 companies
• Interconnect: $28.6M, 0% of its AI holdings, 5 companies
• Optics: $10.7M, 0% of its AI holdings, 2 companies
• Neoclouds & data centers: $6.4M, 0% of its AI holdings, 2 companies

Biggest changes this quarter

• added to KLA (KLAC): +$493.9M at the quarter's price
• trimmed Qualcomm (QCOM): -$413.3M at the quarter's price
• added to CrowdStrike (CRWD): +$301.8M at the quarter's price
• trimmed Apple (AAPL): -$262.9M at the quarter's price
• trimmed ServiceNow (NOW): -$262.6M at the quarter's price
• added to Sandisk (SNDK): +$246.9M at the quarter's price
• added to Alphabet (GOOGL): +$184.1M at the quarter's price
• trimmed DigitalOcean (DOCN): -$138.9M at the quarter's price
• added to Micron (MU): +$123.7M at the quarter's price
• added to Synopsys (SNPS): +$119.0M at the quarter's price

Other holders of this size

• EAGLE CAPITAL MANAGEMENT LLC: $10.2B in 10 of these companies
• NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: $10.3B in 196 of these companies
• WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: $10.2B in 161 of these companies
• H&H International Investment, LLC: $10.3B in 10 of these companies
• NISSAY ASSET MANAGEMENT CORP /JAPAN: $10.0B in 118 of these companies
• FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND: $10.3B in 98 of these companies
• Alyeska Investment Group, L.P.: $10.0B in 80 of these companies
• Resona Asset Management Co.,Ltd.: $10.4B in 111 of these companies

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