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Engineers Gate Manager LP

SEC CIK
0001620220
Latest filing
Aug 14, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
2,109
−69 vs. Q4 2024
Portfolio value
$5.93B
+$186.5M (+3.2%) vs. Q4 2024
Filed
May 15, 2025
SEC
Holdings of Engineers Gate Manager LP in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
BAHBooz Allen Hamilton Holding CorpCL A127,883$13.4M0.2%−9,819−7.1%ReducedHistory
DDDuPont de Nemours, Inc.COM177,909$13.3M0.2%+80,069+81.8%AddedHistory
EXPEExpedia Group, Inc.Stock78,876$13.3M0.2%+62,554+383.2%AddedHistory
PKGPackaging Corp of AmericaStock66,156$13.1M0.2%+13,865+26.5%AddedHistory
EOGEOG Resources IncStock101,663$13.0M0.2%−45,701−31.0%ReducedHistory
UNHUnitedHealth Group IncStock24,818$13.0M0.2%−6,561−20.9%ReducedHistory
USBUS Bancorp DECOM NEW301,471$12.7M0.2%+301,471NewHistory
JXNJackson Financial Inc.COM CL A150,582$12.6M0.2%−5,327−3.4%ReducedHistory
GOOGLAlphabet Inc.Stock80,370$12.4M0.2%+37,001+85.3%AddedHistory
NETCloudflare, Inc.CL A COM110,182$12.4M0.2%+106,051+2,567.2%AddedHistory
AVGOBroadcom Inc.Stock73,108$12.2M0.2%−2,319−3.1%ReducedHistory
ALGNAlign Technology IncCOM76,679$12.2M0.2%+39,727+107.5%AddedHistory
MTDMettler Toledo International IncCOM10,263$12.1M0.2%+8,033+360.2%AddedHistory
CLColgate Palmolive CoStock127,911$12.0M0.2%+93,036+266.8%AddedHistory
MELIMercadolibre IncCOM6,103$11.9M0.2%+4,491+278.6%AddedHistory
HUBBHubbell IncCOM35,938$11.9M0.2%+34,042+1,795.5%AddedHistory
CBRECbre Group, Inc.CL A88,373$11.6M0.2%+61,128+224.4%AddedHistory
VSTVistra Corp.Stock98,274$11.5M0.2%+53,888+121.4%AddedHistory
COMPCompass, Inc.CL A1,298,587$11.3M0.2%+232,720+21.8%AddedHistory
BKNGBooking Holdings Inc.Stock2,459$11.3M0.2%−4,623−65.3%ReducedHistory
JJacobs Solutions Inc.COM91,859$11.1M0.2%+79,596+649.1%AddedHistory
ATIAti IncStock209,885$10.9M0.2%+199,468+1,914.8%AddedHistory
HSYHershey CoCOM63,790$10.9M0.2%+63,790NewHistory
LYBLyondellBasell Industries N.V.SHS - A -153,415$10.8M0.2%−90,002−37.0%ReducedHistory
UALUnited Airlines Holdings, Inc.COM155,875$10.8M0.2%+18,050+13.1%AddedHistory
ZSZscaler, Inc.Stock54,028$10.7M0.2%−915−1.7%ReducedHistory
SNSharkNinja, Inc.COM SHS128,395$10.7M0.2%+111,972+681.8%AddedHistory
TPRTapestry, Inc.COM150,600$10.6M0.2%+115,209+325.5%AddedHistory
ROKURoku, IncCOM CL A150,390$10.6M0.2%−65,871−30.5%ReducedHistory
BIIBBiogen Inc.COM76,958$10.5M0.2%+48,915+174.4%AddedHistory
TFCTruist Financial CorpCOM255,228$10.5M0.2%+62,071+32.1%AddedHistory
TDGTransDigm Group INCCOM7,591$10.5M0.2%−1,756−18.8%ReducedHistory
GHGuardant Health, Inc.COM244,384$10.4M0.2%−173,455−41.5%ReducedHistory
MCKMcKesson CorpStock15,393$10.4M0.2%−20,753−57.4%ReducedHistory
ARGXArgenx SESPONSORED ADR17,339$10.3M0.2%+13,776+386.6%AddedHistory
AALAmerican Airlines Group Inc.Stock968,369$10.2M0.2%+111,557+13.0%AddedHistory
WTWWillis Towers Watson PLCSHS29,997$10.1M0.2%+23,184+340.3%AddedHistory
LHLabcorp Holdings Inc.Stock43,554$10.1M0.2%+43,554NewHistory
DALDelta Air Lines, Inc.COM NEW231,271$10.1M0.2%+197,248+579.7%AddedHistory
TRGPTarga Resources Corp.COM50,271$10.1M0.2%+5,323+11.8%AddedHistory
FTITechnipFMC plcCOM317,001$10.0M0.2%−73,216−18.8%ReducedHistory
APTVAptiv PLCStock168,630$10.0M0.2%+151,723+897.4%AddedHistory
TTTrane Technologies plcSHS29,778$10.0M0.2%−24,487−45.1%ReducedHistory
HOLXHologic IncCOM161,505$9.98M0.2%+156,211+2,950.7%AddedHistory
HIMSHims & Hers Health, Inc.Stock336,940$9.96M0.2%+146,701+77.1%AddedHistory
BMYBristol Myers Squibb CoStock162,635$9.92M0.2%−59,156−26.7%ReducedHistory
ILMNIllumina, Inc.COM124,993$9.92M0.2%+105,105+528.5%AddedHistory
KKRKKR & Co. Inc.COM84,975$9.82M0.2%+84,975NewHistory
ALABAstera Labs, Inc.Stock164,287$9.80M0.2%+142,793+664.3%AddedHistory
RNRRenaissancere Holdings LtdCOM40,459$9.71M0.2%+32,704+421.7%AddedHistory
KBHKB HomeCOM165,984$9.65M0.2%+70,754+74.3%AddedHistory
PANWPalo Alto Networks IncStock56,259$9.60M0.2%−12,474−18.1%ReducedHistory
TXTTextron IncCOM130,971$9.46M0.2%+51,703+65.2%AddedHistory
CPNGCoupang, Inc.CL A429,247$9.41M0.2%−50,191−10.5%ReducedHistory
DTDynatrace, Inc.Stock199,410$9.40M0.2%+175,937+749.5%AddedHistory
ADPAutomatic Data Processing IncStock30,639$9.36M0.2%+24,528+401.4%AddedHistory
JLLJones Lang Lasalle IncCOM37,698$9.35M0.2%+28,493+309.5%AddedHistory
VRNSVaronis Systems IncCOM229,915$9.30M0.2%−185,488−44.7%ReducedHistory
TTDTrade Desk, Inc.Stock169,497$9.27M0.2%−6,440−3.7%ReducedHistory
FAFFirst American Financial CorpStock141,039$9.26M0.2%+107,056+315.0%AddedHistory
ELSEquity Lifestyle Properties IncCOM137,536$9.17M0.2%+101,268+279.2%AddedHistory
TTEKTetra Tech IncCOM312,316$9.14M0.2%+144,929+86.6%AddedHistory
INTCIntel CorpStock398,999$9.06M0.2%−508,992−56.1%ReducedHistory
JCIJohnson Controls International plcStock112,554$9.02M0.2%+112,554NewHistory
JNPRJuniper Networks IncCOM248,892$9.01M0.2%+26,520+11.9%AddedHistory
ALHCAlignment Healthcare, Inc.COM482,448$8.98M0.2%+238,247+97.6%AddedHistory
ONOn Semiconductor CorpStock220,602$8.98M0.2%+220,602NewHistory
GDGeneral Dynamics CorpStock32,731$8.92M0.2%+16,741+104.7%AddedHistory
RDDTReddit, Inc.Stock84,906$8.91M0.2%−34,704−29.0%ReducedHistory
OCOwens CorningStock62,154$8.88M0.1%−82−0.1%ReducedHistory
VIKViking Holdings LtdORD SHS222,961$8.86M0.1%−139,918−38.6%ReducedHistory
WMBWilliams Companies, Inc.COM146,596$8.76M0.1%−5,383−3.5%ReducedHistory
NFLXNetflix IncStock9,334$8.70M0.1%+3,081+49.3%AddedHistory
MRVLMarvell Technology, Inc.COM141,336$8.70M0.1%−159−0.1%ReducedHistory
GILDGilead Sciences, Inc.Stock77,524$8.69M0.1%+47,383+157.2%AddedHistory
PEPPepsiCo IncStock57,739$8.66M0.1%+16,409+39.7%AddedHistory
IFFInternational Flavors & Fragrances IncCOM110,895$8.61M0.1%+92,608+506.4%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock51,875$8.59M0.1%+38,055+275.4%AddedHistory
CEGConstellation Energy CorpStock42,501$8.57M0.1%+13,738+47.8%AddedHistory
ICLRIcon PLCCOM48,569$8.50M0.1%+48,569NewHistory
SFMSprouts Farmers Market, Inc.COM55,642$8.49M0.1%−55,980−50.2%ReducedHistory
DUOLDuolingo, Inc.CL A COM27,332$8.49M0.1%−21,482−44.0%ReducedHistory
SOFISoFi Technologies, Inc.Stock729,366$8.48M0.1%+630,007+634.1%AddedHistory
CWANClearwater Analytics Holdings, Inc.CL A315,061$8.44M0.1%−5,600−1.7%ReducedHistory
TRVTravelers Companies, Inc.Stock31,692$8.38M0.1%−17,605−35.7%ReducedHistory
KHCKraft Heinz CoStock274,098$8.34M0.1%+214,552+360.3%AddedHistory
FIXComfort Systems USA IncCOM25,873$8.34M0.1%−256−1.0%ReducedHistory
DDominion Energy, IncStock147,817$8.29M0.1%+77,247+109.5%AddedHistory
WCCWesco International IncCOM53,344$8.28M0.1%+37,124+228.9%AddedHistory
TOSTToast, Inc.Stock248,178$8.23M0.1%−159,169−39.1%ReducedHistory
SPOTSpotify Technology S.A.Stock14,957$8.23M0.1%+7,042+89.0%AddedHistory
VTRVentas, Inc.REIT119,442$8.21M0.1%−18,238−13.2%ReducedHistory
RBRKRubrik, Inc.Stock133,695$8.15M0.1%+110,917+486.9%AddedHistory
AGCOAGCO CorpCOM88,023$8.15M0.1%−12,811−12.7%ReducedHistory
INTAIntapp, Inc.COM139,410$8.14M0.1%+92,390+196.5%AddedHistory
BAPCredicorp LtdCOM43,500$8.10M0.1%+21,802+100.5%AddedHistory
KBRKBR, Inc.COM162,493$8.09M0.1%+83,037+104.5%AddedHistory
TOLToll Brothers, Inc.COM76,364$8.06M0.1%+76,364NewHistory
RLRalph Lauren CorpCL A36,236$8.00M0.1%+3,479+10.6%AddedHistory
TPHTri Pointe Homes, Inc.COM250,268$7.99M0.1%+84,951+51.4%AddedHistory

Sold out since Q4 2024 (579)

Positions held at the end of Q4 2024 that are gone from this filing.

The largest 100 of 579 by value last quarter.

Positions of Engineers Gate Manager LP sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
UBERUber Technologies, IncStock547,591$33.0M0.6%History
MSFTMicrosoft CorpStock56,164$23.7M0.4%History
CORCencora, Inc.Stock104,780$23.5M0.4%History
TJXTJX Companies IncStock183,712$22.2M0.4%History
MNDYmonday.com Ltd.SHS77,666$18.3M0.3%History
SHWSherwin Williams CoCOM46,866$15.9M0.3%History
PHMPultegroup IncCOM142,032$15.5M0.3%History
ROSTRoss Stores, Inc.COM97,905$14.8M0.3%History
CSLCarlisle Companies IncCOM37,038$13.7M0.2%History
WCNWaste Connections, Inc.COM78,416$13.5M0.2%History
OTISOtis Worldwide CorpStock145,157$13.4M0.2%History
AWKAmerican Water Works Company, Inc.Stock102,217$12.7M0.2%History
RKLBRocket Lab CorpCOM447,616$11.4M0.2%History
STZConstellation Brands, Inc.Stock47,411$10.5M0.2%History
BLDQXO Insulation, LLCStock32,342$10.1M0.2%History
NARIInari Medical, Inc.Stock196,900$10.1M0.2%History
MDBMongoDB, Inc.CL A40,583$9.45M0.2%History
HOODRobinhood Markets, Inc.Stock252,183$9.40M0.2%History
CBChubb LtdStock33,619$9.29M0.2%History
SNPSSynopsys IncCOM18,863$9.16M0.2%History
KVUEKenvue Inc.Stock420,261$8.97M0.2%History
MDLZMondelez International, Inc.Stock137,990$8.24M0.1%History
STLDSteel Dynamics IncCOM66,772$7.62M0.1%History
LITELumentum Holdings Inc.COM87,556$7.35M0.1%History
BJBJ's Wholesale Club Holdings, Inc.COM79,648$7.12M0.1%History
IRIngersoll Rand Inc.COM75,652$6.84M0.1%History
DOCUDocuSign, Inc.Stock73,625$6.62M0.1%History
FCXFreeport-McMoran IncStock170,542$6.49M0.1%History
EAElectronic Arts Inc.COM42,139$6.16M0.1%History
BLDRBuilders FirstSource, Inc.Stock42,294$6.05M0.1%History
PIIPolaris Inc.Stock100,006$5.76M0.1%History
RSGRepublic Services, Inc.COM27,000$5.43M0.1%History
NSCNorfolk Southern CorpStock22,708$5.33M0.1%History
NDSNNordson CorpCOM24,888$5.21M0.1%History
AOSSmith A O CorpCOM75,808$5.17M0.1%History
UNPUnion Pacific CorpStock22,478$5.13M0.1%History
GENGen Digital Inc.Stock186,098$5.10M0.1%History
MPWRMonolithic Power Systems, Inc.COM8,560$5.06M0.1%History
VRTXVertex Pharmaceuticals IncStock11,599$4.67M0.1%History
ODFLOld Dominion Freight Line, Inc.COM26,420$4.66M0.1%History
TEMTempus AI, Inc.CL A127,929$4.32M0.1%History
VNOMViper Energy, Inc.COM85,799$4.21M0.1%History
ACIAlbertsons Companies, Inc.COMMON STOCK213,591$4.19M0.1%History
TSLATesla, Inc.Stock10,201$4.12M0.1%History
PCGPG&E CorpStock201,779$4.07M0.1%History
SJMJ M SMUCKER CoStock35,738$3.94M0.1%History
PIImpinj IncCOM26,634$3.87M0.1%History
BDXBecton Dickinson & CoStock16,723$3.79M0.1%History
CHRDChord Energy CorpCOM NEW30,868$3.61M0.1%History
DOWDow Inc.Stock87,554$3.51M0.1%History
OLEDUniversal Display CorpCOM23,730$3.47M0.1%History
EXPEagle Materials IncCOM13,721$3.39M0.1%History
SBLKStar Bulk Carriers Corp.SHS PAR221,875$3.32M0.1%History
HCAHCA Healthcare, Inc.COM10,474$3.14M0.1%History
EXELExelixis, Inc.COM92,703$3.09M0.1%History
ELANElanco Animal Health IncCOM243,825$2.95M0.1%History
FULFuller H B CoStock41,965$2.83M<0.1%History
BPBP PLCADR95,161$2.81M<0.1%History
HLNEHamilton Lane INCCL A18,087$2.68M<0.1%History
BFAMBright Horizons Family Solutions Inc.COM23,971$2.66M<0.1%History
BROBrown & Brown, Inc.Stock25,980$2.65M<0.1%History
SPBSpectrum Brands Holdings, Inc.COM31,367$2.65M<0.1%History
SITMSITIME CorpCOM11,980$2.57M<0.1%History
GWREGuidewire Software, Inc.COM15,151$2.55M<0.1%History
ORealty Income CorpREIT43,865$2.34M<0.1%History
SMARSmartsheet IncCOM CL A40,740$2.28M<0.1%History
EGPEastgroup Properties IncCOM14,040$2.25M<0.1%History
QLYSQualys, Inc.COM15,987$2.24M<0.1%History
AMCRAmcor plcORD236,457$2.23M<0.1%History
EEFTEuronet Worldwide, Inc.COM21,185$2.18M<0.1%History
WUWestern Union COStock203,472$2.16M<0.1%History
ORLYO Reilly Automotive IncStock1,813$2.15M<0.1%History
STRLSterling Infrastructure, Inc.COM12,646$2.13M<0.1%History
MSTRStrategy IncStock7,349$2.13M<0.1%History
RPMRPM International IncCOM17,191$2.12M<0.1%History
GTGoodyear Tire & Rubber CoCOM229,297$2.06M<0.1%History
ABTAbbott LaboratoriesStock18,177$2.06M<0.1%History
CACICACI International IncCL A5,088$2.06M<0.1%History
UFPIUfp Industries IncCOM18,081$2.04M<0.1%History
CMAComerica IncCOM32,426$2.01M<0.1%History
CAKECheesecake Factory IncCOM42,050$1.99M<0.1%History
CNKCinemark Holdings, Inc.COM64,160$1.99M<0.1%History
KSSKOHLS CorpStock140,047$1.97M<0.1%History
STLAStellantis N.V.SHS147,990$1.93M<0.1%History
SCIService Corp InternationalCOM23,761$1.90M<0.1%History
ASPNAspen Aerogels IncCOM155,087$1.84M<0.1%History
EHCEncompass Health CorpCOM19,840$1.83M<0.1%History
EFXEquifax IncCOM7,182$1.83M<0.1%History
MKCMcCormick & Co IncStock23,981$1.83M<0.1%History
YELPYelp IncCL A46,851$1.81M<0.1%History
CNRCore Natural Resources, Inc.COM16,867$1.80M<0.1%History
RYAAYRyanair Holdings PLCSPONSORED ADR40,649$1.77M<0.1%History
ULUnilever PLCSPON ADR NEW31,244$1.77M<0.1%History
HPHelmerich & Payne, Inc.COM55,263$1.77M<0.1%History
VODVodafone Group Public Ltd CoADR207,056$1.76M<0.1%History
SBACSba Communications CorpCL A8,507$1.73M<0.1%History
WSFSWSFS Financial CorpCOM32,124$1.71M<0.1%History
XUnited States Steel CorpCOM50,178$1.71M<0.1%History
FFIVF5, Inc.Stock6,779$1.70M<0.1%History
ANSSAnsys IncCOM4,995$1.68M<0.1%History