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Livermore
Livermore
ZHEN

Engineers Gate Manager LP

SEC CIK
0001620220
Latest filing
Aug 14, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
1,691
+86 vs. Q1 2023
Portfolio value
$2.65B
+$251.8M (+10.5%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of Engineers Gate Manager LP in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
ELVElevance Health, Inc.Stock47,589$21.1M0.8%+23,700+99.2%AddedHistory
HUMHumana IncStock46,118$20.6M0.8%+37,472+433.4%AddedHistory
PYPLPayPal Holdings, Inc.Stock232,529$15.5M0.6%+76,954+49.5%AddedHistory
FISFidelity National Information Services, Inc.Stock255,454$14.0M0.5%−1,724−0.7%ReducedHistory
ADPAutomatic Data Processing IncStock58,577$12.9M0.5%+54,066+1,198.5%AddedHistory
XYLXylem Inc.COM112,587$12.7M0.5%+112,587NewHistory
AAgilent Technologies, Inc.COM105,181$12.6M0.5%+56,739+117.1%AddedHistory
IEXIdex CorpCOM58,017$12.5M0.5%+58,017NewHistory
WSCWillScot Holdings CorpCOM CL A255,178$12.2M0.5%+49,995+24.4%AddedHistory
BACBank of America CorpStock420,927$12.1M0.5%+244,489+138.6%AddedHistory
HONHoneywell International IncCOM58,095$12.1M0.5%+8,783+17.8%AddedHistory
LNTHLantheus Holdings, Inc.Stock143,256$12.0M0.5%+78,352+120.7%AddedHistory
GOOGLAlphabet Inc.Stock100,065$12.0M0.5%+68,837+220.4%AddedHistory
HDHome Depot, Inc.Stock38,402$11.9M0.5%+38,402NewHistory
XYZBlock, Inc.CL A173,366$11.5M0.4%+167,750+2,987.0%AddedHistory
INTUIntuit Inc.Stock25,001$11.5M0.4%+22,751+1,011.2%AddedHistory
DKNGDraftKings Inc.Stock428,243$11.4M0.4%+81,196+23.4%AddedHistory
WINGWingstop Inc.COM55,913$11.2M0.4%+36,606+189.6%AddedHistory
MSCIMSCI Inc.Stock23,465$11.0M0.4%+21,258+963.2%AddedHistory
FCXFreeport-McMoran IncStock273,936$11.0M0.4%+264,359+2,760.4%AddedHistory
SNPSSynopsys IncCOM25,070$10.9M0.4%+22,182+768.1%AddedHistory
FMCFMC CorpCOM NEW103,530$10.8M0.4%+49,161+90.4%AddedHistory
EXLSExlService Holdings, Inc.COM71,440$10.8M0.4%+56,071+364.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock20,495$10.7M0.4%+20,495NewHistory
UGIUgi CorpStock387,331$10.4M0.4%+322,850+500.7%AddedHistory
AIGAmerican International Group, Inc.Stock179,050$10.3M0.4%−100,433−35.9%ReducedHistory
TDYTeledyne Technologies IncCOM24,980$10.3M0.4%+24,980NewHistory
RMDResmed IncCOM46,965$10.3M0.4%+45,443+2,985.7%AddedHistory
WYNNWynn Resorts LtdCOM95,347$10.1M0.4%+2,369+2.5%AddedHistory
CNCCentene CorpStock149,191$10.1M0.4%−161,318−52.0%ReducedHistory
CMGChipotle Mexican Grill IncCOM4,662$9.97M0.4%+4,662NewHistory
ZTSZoetis Inc.Stock57,629$9.92M0.4%+36,035+166.9%AddedHistory
MELIMercadolibre IncCOM8,355$9.90M0.4%+3,999+91.8%AddedHistory
SPYSPDR S&P 500 ETF TrustETF22,144$9.82M0.4%−28,927−56.6%ReducedHistory
EXTRExtreme Networks IncCOM376,769$9.81M0.4%+246,248+188.7%AddedHistory
ALGMAllegro Microsystems, Inc.COM216,185$9.76M0.4%+89,193+70.2%AddedHistory
CTVACorteva, Inc.Stock169,472$9.71M0.4%+116,780+221.6%AddedHistory
PPGPPG Industries IncStock65,457$9.71M0.4%+63,323+2,967.3%AddedHistory
COSTCostco Wholesale CorpStock17,875$9.62M0.4%+17,875NewHistory
TMUST-Mobile US, Inc.Stock67,453$9.37M0.4%+43,660+183.5%AddedHistory
UBERUber Technologies, IncStock213,552$9.22M0.3%−26,112−10.9%ReducedHistory
PAYXPaychex IncStock82,405$9.22M0.3%+79,846+3,120.2%AddedHistory
CTSHCognizant Technology Solutions CorpCL A140,880$9.20M0.3%+118,086+518.1%AddedHistory
LNGCheniere Energy, Inc.COM NEW59,052$9.00M0.3%+27,978+90.0%AddedHistory
EBAYeBay IncCOM200,312$8.95M0.3%+174,719+682.7%AddedHistory
BURLBurlington Stores, Inc.COM56,655$8.92M0.3%+51,557+1,011.3%AddedHistory
AXONAxon Enterprise, Inc.COM44,624$8.71M0.3%−6,751−13.1%ReducedHistory
ETREntergy CorpCOM89,360$8.70M0.3%+72,151+419.3%AddedHistory
PXDPioneer Natural Resources CoCOM41,692$8.64M0.3%+3,902+10.3%AddedHistory
RNGRingCentral, Inc.CL A261,681$8.56M0.3%+165,687+172.6%AddedHistory
HUBSHubSpot IncCOM15,956$8.49M0.3%+6,563+69.9%AddedHistory
BSXBoston Scientific CorpStock155,245$8.40M0.3%+155,245NewHistory
QRVOQorvo, Inc.Stock82,222$8.39M0.3%+64,131+354.5%AddedHistory
GPNGlobal Payments IncStock84,876$8.36M0.3%+57,513+210.2%AddedHistory
IRDMIridium Communications Inc.COM132,983$8.26M0.3%+47,159+54.9%AddedHistory
SBUXStarbucks CorpStock82,000$8.12M0.3%+70,749+628.8%AddedHistory
MSIMotorola Solutions, Inc.Stock27,287$8.00M0.3%+27,287NewHistory
CDNSCadence Design Systems IncStock33,790$7.92M0.3%+24,428+260.9%AddedHistory
NVDANVIDIA CorpStock18,586$7.86M0.3%+17,563+1,716.8%AddedHistory
EYENational Vision Holdings, Inc.COM315,101$7.65M0.3%−27,935−8.1%ReducedHistory
WRKWestRock CoCOM261,766$7.61M0.3%+38,103+17.0%AddedHistory
ELANElanco Animal Health IncCOM754,122$7.59M0.3%−210,474−21.8%ReducedHistory
JJacobs Solutions Inc.COM63,765$7.58M0.3%−3,708−5.5%ReducedHistory
EOGEOG Resources IncStock65,022$7.44M0.3%+29,696+84.1%AddedHistory
METMetlife IncStock130,042$7.35M0.3%−105,586−44.8%ReducedHistory
CLColgate Palmolive CoStock95,331$7.34M0.3%+72,141+311.1%AddedHistory
ABTAbbott LaboratoriesStock66,962$7.30M0.3%−59,451−47.0%ReducedHistory
SHWSherwin Williams CoCOM27,036$7.18M0.3%−32,866−54.9%ReducedHistory
ALLAllstate CorpStock65,394$7.13M0.3%−66,377−50.4%ReducedHistory
GDGeneral Dynamics CorpStock32,845$7.07M0.3%+31,296+2,020.4%AddedHistory
DVNDevon Energy CorpStock144,846$7.00M0.3%+136,411+1,617.2%AddedHistory
MNDYmonday.com Ltd.SHS40,709$6.97M0.3%−4,480−9.9%ReducedHistory
AEPAmerican Electric Power Co IncStock82,476$6.94M0.3%+35,640+76.1%AddedHistory
CINFCincinnati Financial CorpCOM71,092$6.92M0.3%+48,720+217.8%AddedHistory
INSPInspire Medical Systems, Inc.COM21,236$6.89M0.3%+1,493+7.6%AddedHistory
ACGLArch Capital Group Ltd.Stock91,201$6.83M0.3%+91,201NewHistory
JAZZJazz Pharmaceuticals plcSHS USD54,868$6.80M0.3%+37,534+216.5%AddedHistory
UPSUnited Parcel Service IncStock37,655$6.75M0.3%+37,655NewHistory
ADSKAutodesk, Inc.COM32,674$6.69M0.3%+3,188+10.8%AddedHistory
NTNXNutanix, Inc.Stock237,856$6.67M0.3%+113,568+91.4%AddedHistory
DHTDHT Holdings, Inc.SHS NEW779,900$6.65M0.3%+245,064+45.8%AddedHistory
SCHWSchwab Charles CorpStock116,088$6.58M0.2%−85,667−42.5%ReducedHistory
PCORProcore Technologies, Inc.COM99,819$6.50M0.2%−15,793−13.7%ReducedHistory
OTISOtis Worldwide CorpStock72,670$6.47M0.2%+65,602+928.2%AddedHistory
PGRProgressive CorpStock47,923$6.34M0.2%+41,688+668.6%AddedHistory
INCYIncyte CorpCOM101,596$6.32M0.2%+82,063+420.1%AddedHistory
VRSNVerisign IncCOM27,676$6.25M0.2%+18,272+194.3%AddedHistory
DOCUDocuSign, Inc.Stock120,345$6.15M0.2%+102,043+557.6%AddedHistory
VEEVVeeva Systems IncStock30,922$6.11M0.2%+25,233+443.5%AddedHistory
BXBlackstone Inc.COM65,279$6.07M0.2%+65,279NewHistory
HOLXHologic IncCOM74,913$6.07M0.2%+61,912+476.2%AddedHistory
CLFCleveland-Cliffs Inc.COM361,526$6.06M0.2%+361,526NewHistory
NFGNational Fuel Gas CoStock117,970$6.06M0.2%+90,989+337.2%AddedHistory
EGEverest Group, Ltd.COM17,706$6.05M0.2%+8,083+84.0%AddedHistory
AAPAdvance Auto Parts IncCOM86,074$6.05M0.2%+23,941+38.5%AddedHistory
VMIValmont Industries IncCOM20,662$6.01M0.2%+17,319+518.1%AddedHistory
ULTAUlta Beauty, Inc.Stock12,658$5.96M0.2%+10,717+552.1%AddedHistory
COPConocoPhillipsStock57,129$5.92M0.2%−19,738−25.7%ReducedHistory
KMBKimberly Clark CorpStock42,855$5.92M0.2%+33,574+361.7%AddedHistory
SEDGSolaredge Technologies, Inc.COM21,971$5.91M0.2%+21,971NewHistory

Sold out since Q1 2023 (447)

Positions held at the end of Q1 2023 that are gone from this filing.

The largest 100 of 447 by value last quarter.

Positions of Engineers Gate Manager LP sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
AMZNAmazon Com IncStock115,941$12.0M0.5%History
ABNBAirbnb, Inc.Stock76,846$9.56M0.4%History
LINLinde PLCStock26,536$9.43M0.4%History
URIUnited Rentals, Inc.COM21,832$8.64M0.4%History
PMPhilip Morris International Inc.Stock78,984$7.68M0.3%History
CEGConstellation Energy CorpStock92,312$7.25M0.3%History
AYXAlteryx, Inc.COM CL A115,898$6.82M0.3%History
FEFirstenergy CorpCOM160,038$6.41M0.3%History
HRLHormel Foods CorpCOM157,265$6.27M0.3%History
ELEstee Lauder Companies IncCL A25,211$6.21M0.3%History
IQVIQVIA Holdings Inc.Stock28,181$5.60M0.2%History
CSLCarlisle Companies IncCOM22,936$5.19M0.2%History
TERTeradyne, IncStock47,502$5.11M0.2%History
LHXL3HARRIS Technologies, Inc.Stock26,010$5.10M0.2%History
ALGNAlign Technology IncCOM14,507$4.85M0.2%History
RJFRaymond James Financial IncCOM51,561$4.81M0.2%History
DHRDanaher CorpStock18,665$4.70M0.2%History
ROPRoper Technologies IncStock10,278$4.53M0.2%History
SNAPSnap IncStock388,159$4.35M0.2%History
JLLJones Lang Lasalle IncCOM28,696$4.17M0.2%History
COINCoinbase Global, Inc.COM CL A59,749$4.04M0.2%History
NEMNEWMONT CorpStock82,241$4.03M0.2%History
SNXTD Synnex CorpCOM40,269$3.90M0.2%History
STLAStellantis N.V.SHS211,374$3.84M0.2%History
AQUAEvoqua Water Technologies Corp.COM73,521$3.66M0.2%History
TOSTToast, Inc.Stock188,592$3.35M0.1%History
WATWaters CorpCOM10,546$3.27M0.1%History
ATIAti IncStock79,822$3.15M0.1%History
FOXFox CorpCL B COM99,721$3.12M0.1%History
RBLXRoblox CorpStock68,635$3.09M0.1%History
ODFLOld Dominion Freight Line, Inc.COM9,008$3.07M0.1%History
PTCPTC Inc.Stock22,177$2.84M0.1%History
PHParker-Hannifin CorpStock7,796$2.62M0.1%History
HRIHerc Holdings IncCOM22,745$2.59M0.1%History
MPWRMonolithic Power Systems, Inc.COM5,158$2.58M0.1%History
HIMSHims & Hers Health, Inc.Stock255,811$2.54M0.1%History
LUVSouthwest Airlines CoCOM75,749$2.46M0.1%History
GNRCGenerac Holdings Inc.Stock22,783$2.46M0.1%History
RHRHCOM9,998$2.44M0.1%History
PARRPar Pacific Holdings, Inc.COM NEW82,411$2.41M0.1%History
DECKDeckers Outdoor CorpCOM5,202$2.34M0.1%History
LADLithia Motors IncCOM9,857$2.26M0.1%History
HOODRobinhood Markets, Inc.Stock231,586$2.25M0.1%History
NYTNew York Times CoCL A56,871$2.21M0.1%History
AGRAvangrid, Inc.COM55,005$2.19M0.1%History
SPGSimon Property Group Inc.REIT19,024$2.13M0.1%History
JBHTHunt J B Transport Services IncCOM11,979$2.10M0.1%History
ALCAlcon IncStock29,440$2.08M0.1%History
GFSGLOBALFOUNDRIES Inc.Stock28,645$2.07M0.1%History
YUMYum Brands IncStock15,125$2.00M0.1%History
STZConstellation Brands, Inc.Stock8,737$1.97M0.1%History
First Rep BK San Francisco C33616C100COM133,540$1.87M0.1%–
EFOREverforth IncCOM22,435$1.85M0.1%History
SGISomnigroup International Inc.COM45,539$1.80M0.1%History
TSEOQTrinseo PLCCOM83,358$1.74M0.1%History
BKRBaker Hughes CoCL A60,000$1.73M0.1%History
DPZDominos Pizza IncCOM5,152$1.70M0.1%History
DGIIDigi International IncCOM49,341$1.66M0.1%History
ROLRollins IncCOM44,106$1.66M0.1%History
ICLICL Group Ltd.SHS243,202$1.65M0.1%History
NVTnVent Electric plcSHS38,445$1.65M0.1%History
DBXDropbox, Inc.CL A75,341$1.63M0.1%History
SWNSouthwestern Energy CoCOM325,647$1.63M0.1%History
FLOFlowers Foods IncCOM56,895$1.56M0.1%History
BOXBox IncCL A58,137$1.56M0.1%History
FYBRFrontier Communications Parent, Inc.COM66,438$1.51M0.1%History
INFNInfinera CorpCOM191,718$1.49M0.1%History
KRNTKornit Digital Ltd.SHS75,496$1.46M0.1%History
BOOTBoot Barn Holdings, Inc.COM18,995$1.46M0.1%History
VIRVir Biotechnology, Inc.COM62,440$1.45M0.1%History
DBIDesigner Brands Inc.CL A162,426$1.42M0.1%History
NTESNetEase, Inc.SPONSORED ADS15,834$1.40M0.1%History
DLRDigital Realty Trust, Inc.COM14,181$1.39M0.1%History
PRGOPERRIGO Co plcSHS38,664$1.39M0.1%History
XPOXPO, Inc.COM43,406$1.38M0.1%History
VACMarriott Vacations Worldwide CorpCOM10,107$1.36M0.1%History
GWWW.W. Grainger, Inc.Stock1,957$1.35M0.1%History
OVVOvintiv Inc.COM37,192$1.34M0.1%History
GLWCorning IncCOM37,868$1.34M0.1%History
WABWestinghouse Air Brake Technologies CorpStock12,869$1.30M0.1%History
CFRCullen/Frost Bankers, Inc.COM12,324$1.30M0.1%History
PRPermian Resources CorpCLASS A COM121,049$1.27M0.1%History
FNFabrinetSHS10,407$1.24M0.1%History
GLOBGlobant S.A.COM7,485$1.23M0.1%History
PRVBProvention Bio, Inc.COM50,215$1.21M0.1%History
ENVAEnova International, Inc.COM26,948$1.20M0.1%History
MRTXMirati Therapeutics, Inc.COM32,089$1.19M<0.1%History
CYHCommunity Health Systems IncCOM241,673$1.18M<0.1%History
AVYAvery Dennison CorpCOM6,436$1.15M<0.1%History
DHIHorton D R IncCOM11,733$1.15M<0.1%History
POOLPool CorpCOM3,315$1.14M<0.1%History
SPRSpirit AeroSystems Holdings, Inc.COM CL A32,708$1.13M<0.1%History
HSYHershey CoCOM4,377$1.11M<0.1%History
ICLRIcon PLCCOM5,199$1.11M<0.1%History
CARAvis Budget Group, Inc.COM5,605$1.09M<0.1%History
VICRVicor CorpCOM23,248$1.09M<0.1%History
GOOSCanada Goose Holdings Inc.SHS SUB VTG55,902$1.08M<0.1%History
HIIHuntington Ingalls Industries, Inc.COM5,075$1.05M<0.1%History
FSLYFastly, Inc.CL A59,122$1.05M<0.1%History
WBDWarner Bros. Discovery, Inc.Stock69,513$1.05M<0.1%History