Skip to main content

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
CHWYChewy, Inc.CL A261,702$11.2M0.1%+55,257+26.8%AddedHistory
HUMHumana IncStock45,426$11.1M0.1%−38,481−45.9%ReducedHistory
PANWPalo Alto Networks IncStock54,154$11.1M0.1%−2,105−3.7%ReducedHistory
AOSSmith A O CorpCOM165,581$10.9M0.1%+165,581NewHistory
LITELumentum Holdings Inc.COM113,182$10.8M0.1%+113,182NewHistory
CARTMaplebear Inc.COM236,496$10.7M0.1%−131,193−35.7%ReducedHistory
WSTWest Pharmaceutical Services IncCOM48,848$10.7M0.1%+47,286+3,027.3%AddedHistory
VRSKVerisk Analytics, Inc.COM34,162$10.6M0.1%+32,088+1,547.2%AddedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM32,630$10.6M0.1%+7,238+28.5%AddedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW48,479$10.6M0.1%+30,163+164.7%AddedHistory
FISFidelity National Information Services, Inc.Stock129,565$10.5M0.1%+117,200+947.8%AddedHistory
GRNDGrindr Inc.COM463,963$10.5M0.1%+156,442+50.9%AddedHistory
EDConsolidated Edison IncStock104,503$10.5M0.1%+62,469+148.6%AddedHistory
HBANHuntington Bancshares IncCOM621,078$10.4M0.1%+365,307+142.8%AddedHistory
VSTVistra Corp.Stock53,588$10.4M0.1%−44,686−45.5%ReducedHistory
ANETArista Networks, Inc.Stock101,502$10.4M0.1%−240,531−70.3%ReducedHistory
RSGRepublic Services, Inc.COM41,766$10.3M0.1%+41,766NewHistory
PFEPfizer IncStock417,194$10.1M0.1%−375,389−47.4%ReducedHistory
CGNXCognex CorpCOM318,653$10.1M0.1%+301,481+1,755.7%AddedHistory
MKTXMarketaxess Holdings IncCOM45,188$10.1M0.1%+24,437+117.8%AddedHistory
LRNStride, Inc.COM69,489$10.1M0.1%+45,349+187.9%AddedHistory
CLXClorox CoStock83,153$9.98M0.1%−37,214−30.9%ReducedHistory
PEPPepsiCo IncStock75,368$9.95M0.1%+17,629+30.5%AddedHistory
UFPIUfp Industries IncCOM99,017$9.84M0.1%+99,017NewHistory
SBUXStarbucks CorpStock106,652$9.77M0.1%+85,499+404.2%AddedHistory
CNKCinemark Holdings, Inc.COM320,165$9.66M0.1%+320,165NewHistory
MSGSMadison Square Garden Sports Corp.CL A46,146$9.64M0.1%+22,338+93.8%AddedHistory
MTSIMACOM Technology Solutions Holdings, Inc.COM67,274$9.64M0.1%+39,408+141.4%AddedHistory
BRBRBellring Brands, Inc.Stock165,882$9.61M0.1%+134,077+421.6%AddedHistory
MPWRMonolithic Power Systems, Inc.COM13,044$9.54M0.1%+13,044NewHistory
FSLRFirst Solar, Inc.Stock57,567$9.53M0.1%+57,567NewHistory
WDAYWorkday, Inc.CL A39,626$9.51M0.1%+28,753+264.4%AddedHistory
FOXFox CorpCL B COM184,046$9.50M0.1%+184,046NewHistory
WMBWilliams Companies, Inc.COM151,207$9.50M0.1%+4,611+3.1%AddedHistory
MLIMueller Industries IncCOM118,844$9.44M0.1%+118,844NewHistory
OKEONEOK IncCOM114,717$9.36M0.1%+84,876+284.4%AddedHistory
ACNAccenture plcStock31,326$9.36M0.1%−13,853−30.7%ReducedHistory
iShares Tr46435U853BROAD USD HIGH245,704$9.22M0.1%+239,817+4,073.7%Added–
FTVFortive CorpStock175,145$9.13M0.1%+166,854+2,012.5%AddedHistory
SMGScotts Miracle-Gro CoStock138,241$9.12M0.1%+74,028+115.3%AddedHistory
INTAIntapp, Inc.COM176,583$9.12M0.1%+37,173+26.7%AddedHistory
ALHCAlignment Healthcare, Inc.COM648,104$9.07M0.1%+165,656+34.3%AddedHistory
STXSeagate Technology Holdings plcORD SHS62,488$9.02M0.1%−10,745−14.7%ReducedHistory
NDAQNasdaq, Inc.COM100,616$9.00M0.1%+46,106+84.6%AddedHistory
GEGeneral Electric CoStock34,842$8.97M0.1%+16,571+90.7%AddedHistory
MOSMosaic CoCOM245,551$8.96M0.1%+50,756+26.1%AddedHistory
AMEAmetek IncCOM49,346$8.93M0.1%+32,657+195.7%AddedHistory
BTSGBrightSpring Health Services, Inc.COM378,344$8.93M0.1%+317,360+520.4%AddedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A201,594$8.92M0.1%+23,467+13.2%AddedHistory
TPLTexas Pacific Land CorpStock8,437$8.91M0.1%+7,856+1,352.2%AddedHistory
ZBRAZebra Technologies CorpCL A28,650$8.83M0.1%−51,843−64.4%ReducedHistory
NSITInsight Enterprises IncCOM61,756$8.53M0.1%+55,739+926.4%AddedHistory
MORNMorningstar, Inc.COM27,114$8.51M0.1%+8,056+42.3%AddedHistory
PVHPVH Corp.COM123,959$8.50M0.1%+78,491+172.6%AddedHistory
WMWaste Management IncStock36,351$8.32M0.1%+33,171+1,043.1%AddedHistory
CVLTCommvault Systems IncCOM47,697$8.32M0.1%+30,797+182.2%AddedHistory
PENPenumbra IncCOM32,040$8.22M0.1%+27,722+642.0%AddedHistory
UNHUnitedHealth Group IncStock26,305$8.21M0.1%+1,487+6.0%AddedHistory
BBWIBath & Body Works, Inc.COM273,172$8.18M0.1%+190,060+228.7%AddedHistory
WELLWelltower Inc.REIT53,206$8.18M0.1%+19,258+56.7%AddedHistory
ULSUL Solutions Inc.CLASS A COM SHS112,228$8.18M0.1%−15,472−12.1%ReducedHistory
ORLYO Reilly Automotive IncStock90,534$8.16M0.1%+90,534NewHistory
ANAutonation, Inc.COM41,069$8.16M0.1%+12,704+44.8%AddedHistory
FTNTFortinet, Inc.Stock76,785$8.12M0.1%−125,383−62.0%ReducedHistory
FFIVF5, Inc.Stock27,577$8.12M0.1%+27,577NewHistory
ALBAlbemarle CorpStock129,185$8.10M0.1%+118,737+1,136.5%AddedHistory
FTAIFTAI Aviation Ltd.SHS70,334$8.09M0.1%+47,276+205.0%AddedHistory
PRMBPrimo Brands CorpCLASS A COM SHS272,406$8.07M0.1%+272,406NewHistory
FIVEFive Below, IncCOM61,482$8.07M0.1%−203−0.3%ReducedHistory
COMPCompass, Inc.CL A1,282,229$8.05M0.1%−16,358−1.3%ReducedHistory
CAKECheesecake Factory IncCOM128,474$8.05M0.1%+128,474NewHistory
MTZMastec IncCOM47,024$8.01M0.1%+24,129+105.4%AddedHistory
CWCurtiss Wright CorpStock16,366$8.00M0.1%−3,530−17.7%ReducedHistory
AWIArmstrong World Industries IncCOM48,638$7.90M0.1%+8,070+19.9%AddedHistory
CPAYCorpay, Inc.COM SHS23,804$7.90M0.1%+22,177+1,363.1%AddedHistory
IEXIdex CorpCOM44,755$7.86M0.1%+12,545+38.9%AddedHistory
JNPRJuniper Networks IncCOM196,649$7.85M0.1%−52,243−21.0%ReducedHistory
SEICSEI Investments CoCOM87,117$7.83M0.1%+71,980+475.5%AddedHistory
KVYOKlaviyo, Inc.COM SER A232,074$7.79M0.1%+48,681+26.5%AddedHistory
WMGWarner Music Group Corp.COM CL A285,948$7.79M0.1%+173,099+153.4%AddedHistory
WFCWells Fargo & CompanyStock96,223$7.71M0.1%+75,827+371.8%AddedHistory
AIZAssurant, Inc.Stock38,979$7.70M0.1%+20,686+113.1%AddedHistory
BBYBest Buy Co IncStock114,240$7.67M0.1%+114,240NewHistory
OWLBlue Owl Capital Inc.COM CL A397,800$7.64M0.1%+337,185+556.3%AddedHistory
SAMBoston Beer Co IncCL A40,042$7.64M0.1%+28,696+252.9%AddedHistory
CAVACava Group, Inc.COM90,192$7.60M0.1%+36,452+67.8%AddedHistory
NXTNextpower Inc.Stock139,508$7.59M0.1%+133,211+2,115.5%AddedHistory
PAYCPaycom Software, Inc.Stock32,739$7.58M0.1%+28,407+655.7%AddedHistory
CEGConstellation Energy CorpStock23,456$7.57M0.1%−19,045−44.8%ReducedHistory
GAPGap IncCOM346,969$7.57M0.1%+59,050+20.5%AddedHistory
ROOTRoot, Inc.CL A NEW59,104$7.56M0.1%+46,800+380.4%AddedHistory
CALXCalix, IncCOM141,954$7.55M0.1%+4,659+3.4%AddedHistory
AUAngloGold Ashanti PLCCOM SHS165,110$7.52M0.1%+55,327+50.4%AddedHistory
CTVACorteva, Inc.Stock100,894$7.52M0.1%+100,894NewHistory
BMYBristol Myers Squibb CoStock160,697$7.44M0.1%−1,938−1.2%ReducedHistory
HALOHalozyme Therapeutics, Inc.COM141,697$7.37M0.1%+128,873+1,004.9%AddedHistory
SLBSLB LimitedStock216,381$7.31M0.1%+201,239+1,329.0%AddedHistory
CRBGCorebridge Financial, Inc.COM205,803$7.31M0.1%+117,832+133.9%AddedHistory
RHRHCOM38,611$7.30M0.1%+36,547+1,770.7%AddedHistory
LNCLincoln National CorpCOM210,090$7.27M0.1%+94,924+82.4%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