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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
SFMSprouts Farmers Market, Inc.COM109,244$18.0M0.2%+53,602+96.3%AddedHistory
APTVAptiv PLCStock261,948$17.9M0.2%+93,318+55.3%AddedHistory
MBLYMobileye Global Inc.Stock982,540$17.7M0.2%+714,507+266.6%AddedHistory
ASAmer Sports, Inc.COM SHS445,824$17.3M0.2%+327,907+278.1%AddedHistory
COSTCostco Wholesale CorpStock17,416$17.2M0.2%−14,748−45.9%ReducedHistory
INTCIntel CorpStock765,091$17.1M0.2%+366,092+91.8%AddedHistory
LMTLockheed Martin CorpStock36,858$17.1M0.2%−37,699−50.6%ReducedHistory
ROSTRoss Stores, Inc.COM133,769$17.1M0.2%+133,769NewHistory
BAHBooz Allen Hamilton Holding CorpCL A163,255$17.0M0.2%+35,372+27.7%AddedHistory
KMXCarMax IncCOM252,411$17.0M0.2%+224,830+815.2%AddedHistory
ONTOOnto Innovation Inc.COM166,366$16.8M0.2%+119,994+258.8%AddedHistory
FTITechnipFMC plcCOM486,809$16.8M0.2%+169,808+53.6%AddedHistory
PRUPrudential Financial IncStock156,028$16.8M0.2%+114,405+274.9%AddedHistory
PYPLPayPal Holdings, Inc.Stock224,682$16.7M0.2%−111,015−33.1%ReducedHistory
TMUST-Mobile US, Inc.Stock69,968$16.7M0.2%−13,794−16.5%ReducedHistory
BRK.BBerkshire Hathaway IncStock34,301$16.7M0.2%+32,929+2,400.1%AddedHistory
AXTAAxalta Coating Systems Ltd.COM560,329$16.6M0.2%+352,370+169.4%AddedHistory
ZSZscaler, Inc.Stock52,787$16.6M0.2%−1,241−2.3%ReducedHistory
RBRKRubrik, Inc.Stock184,261$16.5M0.2%+50,566+37.8%AddedHistory
IBITiShares Bitcoin Trust ETFETF267,827$16.4M0.2%−51,662−16.2%ReducedHistory
KBRKBR, Inc.COM340,372$16.3M0.2%+177,879+109.5%AddedHistory
INCYIncyte CorpCOM239,029$16.3M0.2%−95,025−28.4%ReducedHistory
OLLIOllie's Bargain Outlet Holdings, Inc.Stock122,216$16.1M0.2%+117,737+2,628.6%AddedHistory
EQIXEquinix IncCOM20,056$16.0M0.2%+14,316+249.4%AddedHistory
CATCaterpillar IncStock41,040$15.9M0.2%+39,729+3,030.4%AddedHistory
ALABAstera Labs, Inc.Stock175,206$15.8M0.2%+10,919+6.6%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM30,029$15.8M0.2%+2,695+9.9%AddedHistory
PSXPhillips 66Stock131,516$15.7M0.2%+109,776+504.9%AddedHistory
CMICummins IncStock47,892$15.7M0.2%−14,457−23.2%ReducedHistory
CUBECubeSmartREIT363,224$15.4M0.2%+355,024+4,329.6%AddedHistory
USBUS Bancorp DECOM NEW339,888$15.4M0.2%+38,417+12.7%AddedHistory
LPLALPL Financial Holdings Inc.COM40,932$15.3M0.2%+37,763+1,191.6%AddedHistory
NTNXNutanix, Inc.Stock200,240$15.3M0.2%−24,354−10.8%ReducedHistory
KVUEKenvue Inc.Stock729,485$15.3M0.2%+729,485NewHistory
GLPIGaming & Leisure Properties, Inc.COM325,865$15.2M0.2%+325,865NewHistory
SCHWSchwab Charles CorpStock166,500$15.2M0.2%+104,229+167.4%AddedHistory
BACBank of America CorpStock318,443$15.1M0.2%+275,500+641.5%AddedHistory
AALAmerican Airlines Group Inc.Stock1,337,693$15.0M0.2%+369,324+38.1%AddedHistory
ICEIntercontinental Exchange, Inc.Stock80,795$14.8M0.2%+67,819+522.6%AddedHistory
ESTCElastic N.V.ORD SHS175,674$14.8M0.2%+100,632+134.1%AddedHistory
EMNEastman Chemical CoStock198,119$14.8M0.2%+190,432+2,477.3%AddedHistory
STLAStellantis N.V.SHS1,468,965$14.7M0.2%+1,468,965NewHistory
BMRNBiomarin Pharmaceutical IncCOM267,077$14.7M0.2%+180,357+208.0%AddedHistory
METMetlife IncStock181,825$14.6M0.2%+107,513+144.7%AddedHistory
PCARPaccar IncCOM153,815$14.6M0.2%+153,815NewHistory
AITApplied Industrial Technologies IncCOM62,890$14.6M0.2%+47,329+304.2%AddedHistory
DBXDropbox, Inc.CL A510,879$14.6M0.2%+390,499+324.4%AddedHistory
PGRProgressive CorpStock54,423$14.5M0.2%+52,837+3,331.5%AddedHistory
GHGuardant Health, Inc.COM277,551$14.4M0.2%+33,167+13.6%AddedHistory
GPNGlobal Payments IncStock180,000$14.4M0.2%+6,480+3.7%AddedHistory
NVRNVR IncCOM1,938$14.3M0.2%−151−7.2%ReducedHistory
MDBMongoDB, Inc.CL A67,716$14.2M0.2%+67,716NewHistory
AAPLApple Inc.Stock69,147$14.2M0.2%+39,949+136.8%AddedHistory
BURLBurlington Stores, Inc.COM60,133$14.0M0.2%+53,401+793.2%AddedHistory
NEMNEWMONT CorpStock239,823$14.0M0.2%+96,291+67.1%AddedHistory
AMATApplied Materials IncStock76,306$14.0M0.2%−58,584−43.4%ReducedHistory
AGCOAGCO CorpCOM134,431$13.9M0.2%+46,408+52.7%AddedHistory
WSOWatsco IncCOM31,309$13.8M0.2%+30,595+4,285.0%AddedHistory
MASMasco CorpCOM213,133$13.7M0.2%+136,188+177.0%AddedHistory
TMOThermo Fisher Scientific Inc.Stock32,956$13.4M0.2%+4,039+14.0%AddedHistory
ADSKAutodesk, Inc.COM42,939$13.3M0.2%−12,912−23.1%ReducedHistory
MOAltria Group, Inc.Stock222,923$13.1M0.2%+222,923NewHistory
CPNGCoupang, Inc.CL A433,105$13.0M0.2%+3,858+0.9%AddedHistory
EWEdwards Lifesciences CorpStock165,872$13.0M0.2%+111,209+203.4%AddedHistory
RDDTReddit, Inc.Stock85,979$12.9M0.2%+1,073+1.3%AddedHistory
FNFabrinetSHS43,793$12.9M0.2%+37,502+596.1%AddedHistory
WBAWalgreens Boots Alliance, Inc.COM1,118,600$12.8M0.2%−585,925−34.4%ReducedHistory
EIXEdison InternationalStock248,769$12.8M0.2%+147,118+144.7%AddedHistory
ALSNAllison Transmission Holdings IncStock134,764$12.8M0.2%+96,763+254.6%AddedHistory
FITBFifth Third BancorpCOM311,056$12.8M0.2%+282,939+1,006.3%AddedHistory
DHIHorton D R IncCOM97,436$12.6M0.2%+90,560+1,317.0%AddedHistory
APHAmphenol CorpCL A126,942$12.5M0.2%+106,129+509.9%AddedHistory
NUNu Holdings Ltd.ORD SHS CL A905,206$12.4M0.2%+905,206NewHistory
ODDOddity Tech LtdSHS CL A163,785$12.4M0.2%+70,678+75.9%AddedHistory
CFCF Industries Holdings, Inc.COM133,881$12.3M0.2%+129,881+3,247.0%AddedHistory
VTRSViatris IncStock1,376,770$12.3M0.2%+1,339,596+3,603.6%AddedHistory
DVNDevon Energy CorpStock385,988$12.3M0.2%+251,334+186.7%AddedHistory
HALHalliburton CoStock598,841$12.2M0.2%−97,250−14.0%ReducedHistory
ETREntergy CorpCOM145,752$12.1M0.2%−22,924−13.6%ReducedHistory
EGEverest Group, Ltd.COM35,568$12.1M0.2%+21,906+160.3%AddedHistory
BNYBank of New York Mellon CorpStock130,574$11.9M0.1%+92,325+241.4%AddedHistory
EOSEEos Energy Enterprises, Inc.COM CL A2,312,520$11.8M0.1%+2,312,520NewHistory
XPXP Inc.CL A585,648$11.8M0.1%+216,786+58.8%AddedHistory
NVTnVent Electric plcSHS160,819$11.8M0.1%+56,736+54.5%AddedHistory
MRVLMarvell Technology, Inc.COM151,551$11.7M0.1%+10,215+7.2%AddedHistory
PFGCPerformance Food Group CoCOM133,669$11.7M0.1%+109,990+464.5%AddedHistory
AXONAxon Enterprise, Inc.COM14,070$11.6M0.1%+7,311+108.2%AddedHistory
ARGXArgenx SESPONSORED ADR21,104$11.6M0.1%+3,765+21.7%AddedHistory
CVNACarvana Co.CL A34,485$11.6M0.1%+13,810+66.8%AddedHistory
MNSTMonster Beverage CorpCOM184,476$11.6M0.1%+174,922+1,830.9%AddedHistory
IRTCiRhythm Holdings, Inc.COM74,842$11.5M0.1%+20,266+37.1%AddedHistory
EXLSExlService Holdings, Inc.COM263,049$11.5M0.1%+246,623+1,501.4%AddedHistory
WHRWhirlpool CorpStock113,283$11.5M0.1%+113,283NewHistory
ELVElevance Health, Inc.Stock29,532$11.5M0.1%+13,650+85.9%AddedHistory
CDNSCadence Design Systems IncStock37,069$11.4M0.1%+37,069NewHistory
DHRDanaher CorpStock57,704$11.4M0.1%+48,920+556.9%AddedHistory
JNJJohnson & JohnsonStock74,262$11.3M0.1%+53,200+252.6%AddedHistory
TTTrane Technologies plcSHS25,895$11.3M0.1%−3,883−13.0%ReducedHistory
STESTERIS plcSHS USD46,962$11.3M0.1%+46,962NewHistory
WIXWix.com Ltd.SHS71,104$11.3M0.1%−40,088−36.1%ReducedHistory

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