Skip to main content
Livermore
Livermore
ZHEN

Engineers Gate Manager LP

SEC CIK
0001620220
Latest filing
Aug 14, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
1,934
+193 vs. Q3 2023
Portfolio value
$3.50B
+$797.6M (+29.5%) vs. Q3 2023
Filed
Feb 14, 2024
SEC
Holdings of Engineers Gate Manager LP in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
SBUXStarbucks CorpStock335,527$32.2M0.9%+302,501+915.9%AddedHistory
HUMHumana IncStock58,954$27.0M0.8%+46,328+366.9%AddedHistory
DASHDoorDash, Inc.Stock261,760$25.9M0.7%+193,869+285.6%AddedHistory
ROSTRoss Stores, Inc.COM168,793$23.4M0.7%+153,501+1,003.8%AddedHistory
DDOGDatadog, Inc.CL A COM192,172$23.3M0.7%+171,319+821.6%AddedHistory
WMTWalmart Inc.Stock127,300$20.1M0.6%+118,407+1,331.5%AddedHistory
MELIMercadolibre IncCOM12,136$19.1M0.5%+6,544+117.0%AddedHistory
ZSZscaler, Inc.Stock83,107$18.4M0.5%+69,304+502.1%AddedHistory
QCOMQualcomm IncStock120,926$17.5M0.5%+118,904+5,880.5%AddedHistory
NKENIKE, Inc.Stock151,423$16.4M0.5%+31,261+26.0%AddedHistory
COINCoinbase Global, Inc.COM CL A93,506$16.3M0.5%+79,429+564.2%AddedHistory
EOGEOG Resources IncStock132,355$16.0M0.5%+72,733+122.0%AddedHistory
ADMArcher-Daniels-Midland CoStock217,970$15.7M0.4%+102,982+89.6%AddedHistory
HALHalliburton CoStock429,549$15.5M0.4%+152,889+55.3%AddedHistory
STZConstellation Brands, Inc.Stock63,031$15.2M0.4%+58,786+1,384.8%AddedHistory
SNPSSynopsys IncCOM29,331$15.1M0.4%+24,305+483.6%AddedHistory
BDXBecton Dickinson & CoStock59,869$14.6M0.4%+57,966+3,046.0%AddedHistory
Invesco QQQ Trust Series I46090E103ETF35,625$14.6M0.4%+35,625New–
ABNBAirbnb, Inc.Stock103,769$14.1M0.4%+103,769NewHistory
DISWalt Disney CoStock155,319$14.0M0.4%+155,319NewHistory
GDDYGoDaddy Inc.CL A130,177$13.8M0.4%+114,343+722.1%AddedHistory
TMOThermo Fisher Scientific Inc.Stock25,250$13.4M0.4%+5,064+25.1%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock52,251$13.3M0.4%+29,543+130.1%AddedHistory
LULUlululemon athletica inc.Stock25,981$13.3M0.4%+21,968+547.4%AddedHistory
MNDYmonday.com Ltd.SHS68,295$12.8M0.4%+31,160+83.9%AddedHistory
NOCNorthrop Grumman CorpStock27,276$12.8M0.4%+26,382+2,951.0%AddedHistory
SNAPSnap IncStock744,540$12.6M0.4%+61,842+9.1%AddedHistory
ODFLOld Dominion Freight Line, Inc.COM30,381$12.3M0.4%+30,381NewHistory
AONAon plcCL A42,123$12.3M0.3%+35,875+574.2%AddedHistory
NTNXNutanix, Inc.Stock256,892$12.3M0.3%+90,055+54.0%AddedHistory
PLTRPalantir Technologies Inc.Stock711,533$12.2M0.3%+711,533NewHistory
DECKDeckers Outdoor CorpCOM18,215$12.2M0.3%+14,732+423.0%AddedHistory
ORLYO Reilly Automotive IncStock12,725$12.1M0.3%+5,691+80.9%AddedHistory
PFGPrincipal Financial Group IncCOM153,092$12.0M0.3%+94,462+161.1%AddedHistory
AWKAmerican Water Works Company, Inc.Stock91,045$12.0M0.3%+45,193+98.6%AddedHistory
IOTSamsara Inc.Stock357,082$11.9M0.3%+126,291+54.7%AddedHistory
GPCGenuine Parts CoStock85,044$11.8M0.3%+46,028+118.0%AddedHistory
GMGeneral Motors CoCOM325,361$11.7M0.3%+135,998+71.8%AddedHistory
ELVElevance Health, Inc.Stock24,674$11.6M0.3%−24,229−49.5%ReducedHistory
LMTLockheed Martin CorpStock25,587$11.6M0.3%−4,867−16.0%ReducedHistory
BRBRBellring Brands, Inc.Stock208,819$11.6M0.3%+78,063+59.7%AddedHistory
CMICummins IncStock47,965$11.5M0.3%+46,055+2,411.3%AddedHistory
PYPLPayPal Holdings, Inc.Stock186,542$11.5M0.3%+168,382+927.2%AddedHistory
EXCExelon CorpStock306,335$11.0M0.3%+274,489+861.9%AddedHistory
MSIMotorola Solutions, Inc.Stock34,713$10.9M0.3%+14,081+68.2%AddedHistory
TFCTruist Financial CorpCOM293,470$10.8M0.3%+271,648+1,244.8%AddedHistory
GISGeneral Mills IncStock166,029$10.8M0.3%+107,490+183.6%AddedHistory
ACLSAxcelis Technologies IncStock82,572$10.7M0.3%+61,998+301.3%AddedHistory
CRHCRH Public Ltd CoORD153,750$10.6M0.3%+153,750NewHistory
CMGChipotle Mexican Grill IncCOM4,617$10.6M0.3%+2,493+117.4%AddedHistory
FMCFMC CorpCOM NEW166,236$10.5M0.3%+26,898+19.3%AddedHistory
EBAYeBay IncCOM237,810$10.4M0.3%+237,810NewHistory
BIOBio-Rad Laboratories, Inc.CL A31,726$10.2M0.3%+26,540+511.8%AddedHistory
TSNTyson Foods, Inc.Stock188,422$10.1M0.3%+188,422NewHistory
QRVOQorvo, Inc.Stock89,709$10.1M0.3%+21,524+31.6%AddedHistory
CDNSCadence Design Systems IncStock36,829$10.0M0.3%+29,278+387.7%AddedHistory
INCYIncyte CorpCOM159,414$10.0M0.3%+76,582+92.5%AddedHistory
APAAPA CorpStock278,176$9.98M0.3%+268,888+2,895.0%AddedHistory
DKNGDraftKings Inc.Stock281,197$9.91M0.3%+127,265+82.7%AddedHistory
CEGConstellation Energy CorpStock84,333$9.86M0.3%+72,077+588.1%AddedHistory
AGCOAGCO CorpCOM80,561$9.78M0.3%+70,818+726.9%AddedHistory
FOXFox CorpCL B COM353,526$9.77M0.3%+268,732+316.9%AddedHistory
STTState Street CorpCOM125,783$9.74M0.3%+84,302+203.2%AddedHistory
TTTrane Technologies plcSHS39,666$9.67M0.3%+39,666NewHistory
PINSPinterest, Inc.CL A259,972$9.63M0.3%+259,972NewHistory
CSGPCostar Group, Inc.COM109,874$9.60M0.3%+109,874NewHistory
ESTCElastic N.V.ORD SHS84,639$9.54M0.3%+69,843+472.0%AddedHistory
APDAir Products & Chemicals, Inc.Stock34,780$9.52M0.3%+33,219+2,128.1%AddedHistory
MANHManhattan Associates IncStock44,176$9.51M0.3%+24,115+120.2%AddedHistory
BAHBooz Allen Hamilton Holding CorpCL A73,474$9.40M0.3%−14,610−16.6%ReducedHistory
LYFTLyft, Inc.CL A COM616,095$9.24M0.3%+359,151+139.8%AddedHistory
WINGWingstop Inc.COM35,965$9.23M0.3%−11,215−23.8%ReducedHistory
PFEPfizer IncStock316,320$9.11M0.3%+316,320NewHistory
CINFCincinnati Financial CorpCOM87,779$9.08M0.3%+54,050+160.2%AddedHistory
ROLRollins IncCOM202,852$8.86M0.3%+116,452+134.8%AddedHistory
LYBLyondellBasell Industries N.V.SHS - A -92,813$8.82M0.3%+81,596+727.4%AddedHistory
TTEKTetra Tech IncCOM52,755$8.81M0.3%+27,673+110.3%AddedHistory
TJXTJX Companies IncStock93,088$8.73M0.2%+42,770+85.0%AddedHistory
INTCIntel CorpStock172,490$8.67M0.2%−69,291−28.7%ReducedHistory
MMM3M CoStock78,784$8.61M0.2%−24,753−23.9%ReducedHistory
ARWArrow Electronics, Inc.COM70,357$8.60M0.2%+70,357NewHistory
DUOLDuolingo, Inc.CL A COM37,293$8.46M0.2%+37,293NewHistory
CTVACorteva, Inc.Stock175,671$8.42M0.2%+175,671NewHistory
WIXWix.com Ltd.SHS68,335$8.41M0.2%+20,663+43.3%AddedHistory
BRZEBraze, Inc.Stock156,635$8.32M0.2%+156,635NewHistory
SESea LtdSPONSORD ADS203,264$8.23M0.2%+193,088+1,897.5%AddedHistory
KLACKLA CorpCOM NEW14,141$8.22M0.2%+6,562+86.6%AddedHistory
LBTYALiberty Global Ltd.COM CL A458,622$8.15M0.2%+87,232+23.5%AddedHistory
ICLRIcon PLCCOM28,783$8.15M0.2%+20,249+237.3%AddedHistory
EXLSExlService Holdings, Inc.COM262,502$8.10M0.2%−15,733−5.7%ReducedHistory
KNFKnife River CorpStock122,137$8.08M0.2%+70,135+134.9%AddedHistory
WSTWest Pharmaceutical Services IncCOM22,772$8.02M0.2%+21,855+2,383.3%AddedHistory
HPQHP IncStock265,867$8.00M0.2%−56,759−17.6%ReducedHistory
MOSMosaic CoCOM221,506$7.91M0.2%−15,582−6.6%ReducedHistory
ADPAutomatic Data Processing IncStock33,471$7.80M0.2%+4,207+14.4%AddedHistory
ALGMAllegro Microsystems, Inc.COM257,356$7.79M0.2%+44,354+20.8%AddedHistory
VRSNVerisign IncCOM37,785$7.78M0.2%−2,270−5.7%ReducedHistory
NRGNRG Energy, Inc.Stock150,069$7.76M0.2%+150,069NewHistory
XOMExxonMobil Holdings CorpCOM76,065$7.60M0.2%+76,065NewHistory
FIVNFive9, Inc.COM96,361$7.58M0.2%+36,804+61.8%AddedHistory

Sold out since Q3 2023 (424)

Positions held at the end of Q3 2023 that are gone from this filing.

The largest 100 of 424 by value last quarter.

Positions of Engineers Gate Manager LP sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
HDHome Depot, Inc.Stock55,748$16.8M0.6%History
XYLXylem Inc.COM105,068$9.56M0.4%History
RMDResmed IncCOM62,887$9.30M0.3%History
CTSHCognizant Technology Solutions CorpCL A126,128$8.54M0.3%History
CLXClorox CoStock60,576$7.94M0.3%History
AMPAmeriprise Financial IncCOM22,081$7.28M0.3%History
KEYSKeysight Technologies, Inc.Stock49,155$6.50M0.2%History
PWRQuanta Services, Inc.COM33,454$6.26M0.2%History
RTXRTX CorpStock85,630$6.16M0.2%History
INTUIntuit Inc.Stock11,628$5.94M0.2%History
AEPAmerican Electric Power Co IncStock67,317$5.06M0.2%History
CHWYChewy, Inc.CL A261,072$4.77M0.2%History
COFCapital One Financial CorpStock48,907$4.75M0.2%History
BLDQXO Insulation, LLCStock18,838$4.74M0.2%History
ELEstee Lauder Companies IncCL A32,472$4.69M0.2%History
MCDMcDonalds CorpStock17,248$4.54M0.2%History
SYFSynchrony FinancialCOM147,718$4.52M0.2%History
TGNATegna IncCOM306,097$4.46M0.2%History
KOCoca Cola CoStock65,219$3.65M0.1%History
PCORProcore Technologies, Inc.COM55,471$3.62M0.1%History
SCHWSchwab Charles CorpStock59,798$3.28M0.1%History
LINLinde PLCStock8,240$3.07M0.1%History
CMCSAComcast CorpStock68,985$3.06M0.1%History
MCOMoodys CorpStock9,658$3.05M0.1%History
PPLPPL CorpCOM129,525$3.05M0.1%History
HOGHarley-Davidson, Inc.COM91,283$3.02M0.1%History
TOSTToast, Inc.Stock158,917$2.98M0.1%History
CVXChevron CorpStock17,585$2.97M0.1%History
ACADAcadia Pharmaceuticals IncCOM142,241$2.96M0.1%History
WALWestern Alliance BancorporationCOM62,655$2.88M0.1%History
PAYCPaycom Software, Inc.Stock10,994$2.85M0.1%History
RVTYRevvity, Inc.COM25,675$2.84M0.1%History
IRIngersoll Rand Inc.COM44,435$2.83M0.1%History
VMCVulcan Materials COCOM13,889$2.81M0.1%History
OMCOmnicom Group Inc.COM36,408$2.71M0.1%History
BFAMBright Horizons Family Solutions Inc.COM32,707$2.66M0.1%History
CFLTConfluent, Inc.CLASS A COM89,112$2.64M0.1%History
GWWW.W. Grainger, Inc.Stock3,716$2.57M0.1%History
WYWeyerhaeuser CoCOM NEW82,935$2.54M0.1%History
UBERUber Technologies, IncStock54,125$2.49M0.1%History
ZBRAZebra Technologies CorpCL A10,405$2.46M0.1%History
ITCIIntra-Cellular Therapies, Inc.COM47,003$2.45M0.1%History
BRBroadridge Financial Solutions, Inc.Stock13,328$2.39M0.1%History
RNRRenaissancere Holdings LtdCOM11,447$2.27M0.1%History
TKOTKO Group Holdings, Inc.CL A25,961$2.18M0.1%History
TRUTransUnionCOM30,320$2.18M0.1%History
ELANElanco Animal Health IncCOM193,406$2.17M0.1%History
KFYKorn FerryCOM NEW44,945$2.13M0.1%History
EDREndeavor Group Holdings, Inc.CL A COM104,584$2.08M0.1%History
MKSIMKS IncCOM23,977$2.07M0.1%History
LWLamb Weston Holdings, Inc.Stock22,418$2.07M0.1%History
CRSCarpenter Technology CorpCOM30,379$2.04M0.1%History
ADSKAutodesk, Inc.COM9,553$1.98M0.1%History
SSNCSS&C Technologies Holdings IncCOM35,435$1.86M0.1%History
ARAntero Resources CorpCOM72,384$1.84M0.1%History
PBHPrestige Consumer Healthcare Inc.COM31,854$1.82M0.1%History
TERTeradyne, IncStock17,849$1.79M0.1%History
NSCNorfolk Southern CorpStock8,934$1.76M0.1%History
GMEDGlobus Medical IncStock33,819$1.68M0.1%History
EXPEagle Materials IncCOM9,780$1.63M0.1%History
ATKRAtkore Inc.COM10,778$1.61M0.1%History
TREXTrex Co IncCOM25,715$1.58M0.1%History
CDWCDW CorpCOM7,727$1.56M0.1%History
ESSEssex Property Trust, Inc.COM7,274$1.54M0.1%History
NWNNorthwest Natural Holding CoCOM40,087$1.53M0.1%History
SXCSunCoke Energy, Inc.COM148,215$1.50M0.1%History
RVMDRevolution Medicines, Inc.COM54,082$1.50M0.1%History
CNXCConcentrix CorpStock18,616$1.49M0.1%History
SKYWSkywest IncCOM35,497$1.49M0.1%History
SHAKShake Shack Inc.CL A25,615$1.49M0.1%History
BZHBeazer Homes USA IncCOM NEW59,657$1.49M0.1%History
CVSCVS Health CorpStock21,142$1.48M0.1%History
DYDycom Industries IncCOM16,460$1.46M0.1%History
EATBrinker International, IncStock46,326$1.46M0.1%History
FRSHFreshworks Inc.Stock73,396$1.46M0.1%History
WHWyndham Hotels & Resorts, Inc.COM21,010$1.46M0.1%History
PCARPaccar IncCOM16,974$1.44M0.1%History
MSTRStrategy IncStock4,396$1.44M0.1%History
TFXTeleflex IncCOM7,178$1.41M0.1%History
NDSNNordson CorpCOM6,155$1.37M0.1%History
SPTNSpartanNash CoCOM62,234$1.37M0.1%History
CARGCarGurus, Inc.COM CL A77,960$1.37M0.1%History
ENPHEnphase Energy, Inc.Stock11,330$1.36M0.1%History
HOODRobinhood Markets, Inc.Stock134,983$1.32M<0.1%History
GTNGray Media, IncCOM185,896$1.29M<0.1%History
LITELumentum Holdings Inc.COM27,719$1.25M<0.1%History
AMEAmetek IncCOM8,422$1.24M<0.1%History
CYTKCytokinetics IncCOM NEW41,274$1.22M<0.1%History
MTArcelorMittalNY REGISTRY SH48,141$1.20M<0.1%History
OXYOccidental Petroleum CorpStock18,570$1.20M<0.1%History
CPRXCatalyst Pharmaceuticals, Inc.COM102,731$1.20M<0.1%History
PCTYPaylocity Holding CorpCOM6,589$1.20M<0.1%History
VMWVmware LLCCL A COM7,190$1.20M<0.1%History
DEDeere & CoStock3,159$1.19M<0.1%History
CFGCitizens Financial Group IncCOM44,131$1.18M<0.1%History
NAPADuckhorn Portfolio, Inc.COM114,969$1.18M<0.1%History
CPAYCorpay, Inc.COM4,592$1.17M<0.1%History
ALLYAlly Financial Inc.Stock43,938$1.17M<0.1%History
MDTMedtronic plcStock14,868$1.17M<0.1%History
GMSGMS Inc.COM18,194$1.16M<0.1%History