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Livermore
Livermore
ZHEN

Engineers Gate Manager LP

SEC CIK
0001620220
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
2,114
+5 vs. Q1 2025
Portfolio value
$8.04B
+$2.11B (+35.5%) vs. Q1 2025
Filed
Aug 14, 2025
SEC
Holdings of Engineers Gate Manager LP in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
SJMJ M SMUCKER CoStock1,119,100$109.9M1.4%+1,119,100NewHistory
VTRVentas, Inc.REIT1,150,977$72.7M0.9%+1,031,535+863.6%AddedHistory
GMGeneral Motors CoCOM1,282,075$63.1M0.8%+855,137+200.3%AddedHistory
WMTWalmart Inc.Stock612,524$59.9M0.7%+377,270+160.4%AddedHistory
SBRASabra Health Care REIT, Inc.REIT3,179,303$58.6M0.7%+3,082,677+3,190.3%AddedHistory
Invesco QQQ Trust Series I46090E103ETF104,986$57.9M0.7%−30,904−22.7%Reduced–
TEAMAtlassian CorpCL A262,308$53.3M0.7%+97,767+59.4%AddedHistory
SNOWSnowflake Inc.Stock237,887$53.2M0.7%+141,691+147.3%AddedHistory
NVDANVIDIA CorpStock335,642$53.0M0.7%+212,147+171.8%AddedHistory
FRFirst Industrial Realty Trust IncCOM1,081,925$52.1M0.6%+1,006,778+1,339.7%AddedHistory
CHDChurch & Dwight Co IncCOM534,782$51.4M0.6%+534,782NewHistory
UDRUDR, Inc.COM1,186,795$48.5M0.6%+1,186,795NewHistory
VVisa Inc.Stock130,279$46.3M0.6%+46,125+54.8%AddedHistory
ITGartner IncCOM112,411$45.4M0.6%+56,860+102.4%AddedHistory
ADBEAdobe Inc.Stock111,956$43.3M0.5%+59,725+114.3%AddedHistory
GLWCorning IncCOM810,411$42.6M0.5%+377,353+87.1%AddedHistory
RBLXRoblox CorpStock402,876$42.4M0.5%+32,751+8.8%AddedHistory
CRMSalesforce, Inc.Stock154,250$42.1M0.5%+99,512+181.8%AddedHistory
CCICrown Castle Inc.REIT390,054$40.1M0.5%+387,597+15,775.2%AddedHistory
WYWeyerhaeuser CoCOM NEW1,541,909$39.6M0.5%+1,445,123+1,493.1%AddedHistory
MSCIMSCI Inc.Stock67,823$39.1M0.5%+35,519+110.0%AddedHistory
CMGChipotle Mexican Grill IncCOM694,028$39.0M0.5%+422,301+155.4%AddedHistory
TAT&T Inc.Stock1,267,069$36.7M0.5%+1,181,383+1,378.7%AddedHistory
HUBSHubSpot IncCOM65,149$36.3M0.5%+29,901+84.8%AddedHistory
UBERUber Technologies, IncStock374,497$34.9M0.4%+374,497NewHistory
SHELShell plcADR495,636$34.9M0.4%+492,573+16,081.4%AddedHistory
METAMeta Platforms, Inc.Stock47,218$34.9M0.4%+7,841+19.9%AddedHistory
TRPTC Energy CorpCOM708,833$34.6M0.4%+708,833NewHistory
MAMastercard IncStock59,873$33.6M0.4%+21,622+56.5%AddedHistory
ESSEssex Property Trust, Inc.COM118,402$33.6M0.4%+115,557+4,061.8%AddedHistory
SBACSba Communications CorpCL A142,738$33.5M0.4%+142,738NewHistory
PECOPhillips Edison & Company, Inc.COMMON STOCK933,339$32.7M0.4%+933,339NewHistory
JCIJohnson Controls International plcStock307,162$32.4M0.4%+194,608+172.9%AddedHistory
DINOHF Sinclair CorpCOM786,606$32.3M0.4%+719,292+1,068.6%AddedHistory
PODDInsulet CorpStock101,625$31.9M0.4%+96,272+1,798.5%AddedHistory
TERTeradyne, IncStock353,978$31.8M0.4%+95,553+37.0%AddedHistory
ADIAnalog Devices IncStock132,679$31.6M0.4%+111,258+519.4%AddedHistory
FDXFedEx CorpStock133,091$30.3M0.4%+125,288+1,605.6%AddedHistory
CDWCDW CorpCOM169,201$30.2M0.4%+85,336+101.8%AddedHistory
BRXBrixmor Property Group Inc.COM1,155,135$30.1M0.4%+925,301+402.6%AddedHistory
MSFTMicrosoft CorpStock59,943$29.8M0.4%+59,943NewHistory
AKRAcadia Realty TrustCOM SH BEN INT1,603,162$29.8M0.4%+1,603,162NewHistory
DUOLDuolingo, Inc.CL A COM72,071$29.6M0.4%+44,739+163.7%AddedHistory
PLTRPalantir Technologies Inc.Stock214,709$29.3M0.4%+162,773+313.4%AddedHistory
MSIMotorola Solutions, Inc.Stock69,127$29.1M0.4%+52,121+306.5%AddedHistory
GDGeneral Dynamics CorpStock98,430$28.7M0.4%+65,699+200.7%AddedHistory
ISRGIntuitive Surgical IncCOM NEW52,668$28.6M0.4%+39,440+298.2%AddedHistory
INTUIntuit Inc.Stock36,055$28.4M0.4%+26,526+278.4%AddedHistory
ZTSZoetis Inc.Stock179,913$28.1M0.3%+164,574+1,072.9%AddedHistory
MCDMcDonalds CorpStock94,658$27.7M0.3%+93,626+9,072.3%AddedHistory
ABBVAbbVie Inc.Stock147,747$27.4M0.3%+110,802+299.9%AddedHistory
WLKWestlake CorpCOM351,011$26.7M0.3%+348,274+12,724.7%AddedHistory
TWLOTwilio IncCL A213,759$26.6M0.3%+73,170+52.0%AddedHistory
UNPUnion Pacific CorpStock115,426$26.6M0.3%+115,426NewHistory
MELIMercadolibre IncCOM10,145$26.5M0.3%+4,042+66.2%AddedHistory
NXPINXP Semiconductors N.V.COM121,352$26.5M0.3%+94,151+346.1%AddedHistory
SWKStanley Black & Decker, Inc.COM390,054$26.4M0.3%+382,676+5,186.7%AddedHistory
KEYSKeysight Technologies, Inc.Stock159,409$26.1M0.3%+150,504+1,690.1%AddedHistory
HPEHewlett Packard Enterprise CoCOM1,268,939$25.9M0.3%+1,268,939NewHistory
AMZNAmazon Com IncStock117,949$25.9M0.3%+111,870+1,840.3%AddedHistory
SPYSPDR S&P 500 ETF TrustETF41,159$25.4M0.3%−20,796−33.6%ReducedHistory
CNCCentene CorpStock458,778$24.9M0.3%+172,595+60.3%AddedHistory
PCGPG&E CorpStock1,764,584$24.6M0.3%+1,764,584NewHistory
NRGNRG Energy, Inc.Stock152,520$24.5M0.3%+80,977+113.2%AddedHistory
CRDOCredo Technology Group Holding LtdStock257,046$23.8M0.3%−83,847−24.6%ReducedHistory
SPOTSpotify Technology S.A.Stock30,995$23.8M0.3%+16,038+107.2%AddedHistory
TSNTyson Foods, Inc.Stock419,375$23.5M0.3%+179,878+75.1%AddedHistory
HONHoneywell International IncCOM99,701$23.2M0.3%+89,887+915.9%AddedHistory
GWWW.W. Grainger, Inc.Stock22,042$22.9M0.3%+5,550+33.7%AddedHistory
GDDYGoDaddy Inc.CL A126,968$22.9M0.3%+105,728+497.8%AddedHistory
GWREGuidewire Software, Inc.COM95,904$22.6M0.3%+95,904NewHistory
BROSDutch Bros Inc.CL A329,995$22.6M0.3%+59,616+22.0%AddedHistory
TDSTelephone & Data Systems IncCOM NEW633,249$22.5M0.3%+633,249NewHistory
NTRANatera, Inc.COM132,766$22.4M0.3%−30,042−18.5%ReducedHistory
CRHCRH Public Ltd CoORD240,090$22.0M0.3%+164,868+219.2%AddedHistory
APPAppLovin CorpCOM CL A62,898$22.0M0.3%−33,085−34.5%ReducedHistory
EXRExtra Space Storage Inc.COM147,650$21.8M0.3%+118,713+410.2%AddedHistory
CHTRCharter Communications, Inc.CL A53,003$21.7M0.3%+52,380+8,407.7%AddedHistory
UPSUnited Parcel Service IncStock213,139$21.5M0.3%+1,436+0.7%AddedHistory
ABNBAirbnb, Inc.Stock157,412$20.8M0.3%−175,987−52.8%ReducedHistory
BSXBoston Scientific CorpStock192,984$20.7M0.3%−29,586−13.3%ReducedHistory
CVXChevron CorpStock142,524$20.4M0.3%+137,497+2,735.2%AddedHistory
FISVFiserv IncStock116,857$20.1M0.3%+109,988+1,601.2%AddedHistory
ORCLOracle CorpStock90,717$19.8M0.2%+69,199+321.6%AddedHistory
VLTOVeralto CorpStock196,375$19.8M0.2%+43,510+28.5%AddedHistory
CAHCardinal Health IncStock117,360$19.7M0.2%+88,996+313.8%AddedHistory
ETSYEtsy IncCOM392,402$19.7M0.2%+86,313+28.2%AddedHistory
OTISOtis Worldwide CorpStock195,342$19.3M0.2%+195,342NewHistory
GEVGE Vernova Inc.Stock36,537$19.3M0.2%+36,537NewHistory
MRSHMarsh & McLennan Companies, Inc.Stock87,191$19.1M0.2%+56,059+180.1%AddedHistory
XYZBlock, Inc.CL A272,388$18.5M0.2%+223,526+457.5%AddedHistory
FLSFlowserve CorpCOM351,036$18.4M0.2%+71,102+25.4%AddedHistory
LYFTLyft, Inc.CL A COM1,160,662$18.3M0.2%−368,324−24.1%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock246,672$18.3M0.2%−15,728−6.0%ReducedHistory
IOTSamsara Inc.Stock457,762$18.2M0.2%+272,283+146.8%AddedHistory
BKRBaker Hughes CoCL A474,400$18.2M0.2%+440,861+1,314.5%AddedHistory
TTDTrade Desk, Inc.Stock251,875$18.1M0.2%+82,378+48.6%AddedHistory
CPRTCopart IncCOM368,910$18.1M0.2%+361,509+4,884.6%AddedHistory
VRTVertiv Holdings CoCOM CL A140,923$18.1M0.2%−236,710−62.7%ReducedHistory
FBINFortune Brands Innovations, Inc.COM349,990$18.0M0.2%+232,590+198.1%AddedHistory

Sold out since Q1 2025 (513)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 513 by value last quarter.

Positions of Engineers Gate Manager LP sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
LVSLas Vegas Sands CorpCOM578,736$22.4M0.4%History
CCitigroup IncStock254,784$18.1M0.3%History
EVREvercore Inc.CLASS A88,929$17.8M0.3%History
GSGoldman Sachs Group IncStock30,713$16.8M0.3%History
FLUTFlutter Entertainment plcSHS72,073$16.0M0.3%History
CSCOCisco Systems, Inc.Stock244,117$15.1M0.3%History
RCLRoyal Caribbean Cruises LtdCOM69,355$14.2M0.2%History
EXCExelon CorpStock297,735$13.7M0.2%History
EOGEOG Resources IncStock101,663$13.0M0.2%History
AVGOBroadcom Inc.Stock73,108$12.2M0.2%History
MTDMettler Toledo International IncCOM10,263$12.1M0.2%History
JJacobs Solutions Inc.COM91,859$11.1M0.2%History
HSYHershey CoCOM63,790$10.9M0.2%History
TDGTransDigm Group INCCOM7,591$10.5M0.2%History
HOLXHologic IncCOM161,505$9.98M0.2%History
KKRKKR & Co. Inc.COM84,975$9.82M0.2%History
ONOn Semiconductor CorpStock220,602$8.98M0.2%History
TRVTravelers Companies, Inc.Stock31,692$8.38M0.1%History
KHCKraft Heinz CoStock274,098$8.34M0.1%History
DDominion Energy, IncStock147,817$8.29M0.1%History
WCCWesco International IncCOM53,344$8.28M0.1%History
SPGIS&P Global Inc.Stock15,046$7.64M0.1%History
SYYSysco CorpStock99,647$7.48M0.1%History
DOCSDoximity, Inc.CL A124,027$7.20M0.1%History
CCKCrown Holdings, Inc.COM80,570$7.19M0.1%History
PJTPJT Partners Inc.COM CL A50,784$7.00M0.1%History
PRCTPROCEPT BioRobotics CorpCOM115,081$6.70M0.1%History
GTLBGitlab Inc.CLASS A COM138,364$6.50M0.1%History
UPSTUpstart Holdings, Inc.COM136,866$6.30M0.1%History
BECNQxo Building Products, Inc.COM49,013$6.06M0.1%History
FLEXFlex Ltd.Stock182,899$6.05M0.1%History
LLYEli Lilly & CoStock7,126$5.89M0.1%History
MCMoelis & CoCL A99,640$5.81M0.1%History
OHIOmega Healthcare Investors IncCOM152,680$5.81M0.1%History
LIILennox International IncCOM10,213$5.73M0.1%History
FRPTFreshpet, Inc.Stock67,243$5.59M0.1%History
BWXTBWX Technologies, Inc.COM55,440$5.47M0.1%History
KDPKeurig Dr Pepper Inc.COM146,755$5.02M0.1%History
STTState Street CorpCOM53,498$4.79M0.1%History
OSKOshkosh CorpCOM48,666$4.58M0.1%History
NCLHNorwegian Cruise Line Holdings Ltd.SHS241,018$4.57M0.1%History
NVONovo Nordisk A SADR64,379$4.47M0.1%History
AMRAlpha Metallurgical Resources, Inc.COM35,379$4.43M0.1%History
URIUnited Rentals, Inc.COM7,040$4.41M0.1%History
LENLennar CorpCL A37,813$4.34M0.1%History
MTHMeritage Homes CORPCOM60,534$4.29M0.1%History
WEXWEX Inc.COM27,073$4.25M0.1%History
MKLMarkel Group Inc.COM2,140$4.00M0.1%History
BLKBlackRock, Inc.Stock4,127$3.91M0.1%History
PPGPPG Industries IncStock35,350$3.87M0.1%History
SPXCSPX Technologies, Inc.COM29,479$3.80M0.1%History
LDOSLeidos Holdings, Inc.COM28,127$3.80M0.1%History
QRVOQorvo, Inc.Stock51,737$3.75M0.1%History
MSMorgan StanleyStock31,029$3.62M0.1%History
Cyberark Software LtdM2682V108SHS10,524$3.56M0.1%–
ELEstee Lauder Companies IncCL A53,323$3.52M0.1%History
FLRFluor CorpStock96,637$3.46M0.1%History
APDAir Products & Chemicals, Inc.Stock11,414$3.37M0.1%History
SNXTD Synnex CorpCOM31,563$3.28M0.1%History
BEBloom Energy CorpCOM CL A166,010$3.26M0.1%History
NOCNorthrop Grumman CorpStock6,370$3.26M0.1%History
ITCIIntra-Cellular Therapies, Inc.COM24,032$3.17M0.1%History
VVVValvoline IncCOM89,971$3.13M0.1%History
BERYBerry Global Group, Inc.COM44,612$3.11M0.1%History
DTMDT Midstream, Inc.COMMON STOCK32,255$3.11M0.1%History
VMCVulcan Materials COCOM13,265$3.09M0.1%History
JBTMJBT Marel CorpCOM25,129$3.07M0.1%History
ETNEaton Corp plcStock11,076$3.01M0.1%History
ITWIllinois Tool Works IncStock12,066$2.99M0.1%History
ACLSAxcelis Technologies IncStock58,784$2.92M<0.1%History
SSNCSS&C Technologies Holdings IncCOM34,621$2.89M<0.1%History
HOSHornbeck Offshore Services, Inc.Stock332,831$2.77M<0.1%History
THCTenet Healthcare CorpCOM NEW20,313$2.73M<0.1%History
DLTRDollar Tree, Inc.COM35,637$2.68M<0.1%History
SNAPSnap IncStock297,386$2.59M<0.1%History
ABGAsbury Automotive Group IncCOM11,721$2.59M<0.1%History
EVRGEvergy, Inc.Stock37,330$2.57M<0.1%History
CFGCitizens Financial Group IncCOM62,097$2.54M<0.1%History
DDSDillard's, Inc.CL A7,100$2.54M<0.1%History
JDJD.com, Inc.SPON ADS CL A60,914$2.50M<0.1%History
GFFGriffon CorpCOM34,200$2.45M<0.1%History
SYFSynchrony FinancialCOM45,833$2.43M<0.1%History
SIRISirius XM Holdings Inc.COMMON STOCK104,992$2.37M<0.1%History
BIPCBrookfield Infrastructure CorpCOM SUB VTG A62,704$2.27M<0.1%History
GIIIG III Apparel Group LtdCOM82,516$2.26M<0.1%History
RVLVRevolve Group, Inc.CL A104,390$2.24M<0.1%History
CORTCorcept Therapeutics IncCOM19,002$2.17M<0.1%History
SANMSanmina CorpCOM27,997$2.13M<0.1%History
AZTAAzenta, Inc.COM61,388$2.13M<0.1%History
TWTradeweb Markets Inc.Stock14,083$2.09M<0.1%History
MTNVail Resorts IncCOM12,964$2.07M<0.1%History
VZVerizon Communications IncStock45,536$2.07M<0.1%History
SRRKScholar Rock Holding CorpCOM61,646$1.98M<0.1%History
VFCV F CorpStock126,527$1.96M<0.1%History
EYENational Vision Holdings, Inc.COM148,296$1.90M<0.1%History
VVXV2X, Inc.COM38,187$1.87M<0.1%History
MTBM&T Bank CorpCOM10,273$1.84M<0.1%History
VRNTVerint Systems IncCOM102,850$1.84M<0.1%History
PACSPACS Group, Inc.COM SHS160,171$1.80M<0.1%History
REZIResideo Technologies, Inc.Stock99,559$1.76M<0.1%History