Skip to main content
Livermore
Livermore
ZHEN

Engineers Gate Manager LP

SEC CIK
0001620220
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
2,051
−60 vs. Q3 2025
Portfolio value
$8.43B
−$301.5M (−3.5%) vs. Q3 2025
Filed
Feb 17, 2026
SEC
Holdings of Engineers Gate Manager LP in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
HQYHealthequity, Inc.COM194,392$17.8M0.2%+120,006+161.3%AddedHistory
DARDarling Ingredients Inc.COM491,040$17.7M0.2%+449,127+1,071.6%AddedHistory
ZTSZoetis Inc.Stock140,312$17.7M0.2%−12,921−8.4%ReducedHistory
WWayfair Inc.CL A174,768$17.5M0.2%+46,037+35.8%AddedHistory
DXCMDexcom IncCOM262,911$17.4M0.2%+63,451+31.8%AddedHistory
GWREGuidewire Software, Inc.COM86,752$17.4M0.2%−11,934−12.1%ReducedHistory
MAMastercard IncStock30,121$17.2M0.2%−16,724−35.7%ReducedHistory
GENIGenius Sports LtdSHARES CL A1,560,271$17.2M0.2%+1,560,271NewHistory
JAZZJazz Pharmaceuticals plcSHS USD100,847$17.1M0.2%+100,847NewHistory
ALGNAlign Technology IncCOM109,574$17.1M0.2%+14,104+14.8%AddedHistory
MORNMorningstar, Inc.COM78,179$17.0M0.2%+20,660+35.9%AddedHistory
JHXJames Hardie Industries plcStock817,692$17.0M0.2%+254,354+45.2%AddedHistory
TERTeradyne, IncStock87,450$16.9M0.2%+33,631+62.5%AddedHistory
CCLCarnival Corp Ltd.UNIT 99/99/9999553,247$16.9M0.2%+543,284+5,453.0%AddedHistory
NUNu Holdings Ltd.ORD SHS CL A1,008,269$16.9M0.2%+149,914+17.5%AddedHistory
CCitigroup IncStock143,895$16.8M0.2%+51,894+56.4%AddedHistory
CMCSAComcast CorpStock549,846$16.4M0.2%−58,260−9.6%ReducedHistory
VIKViking Holdings LtdORD SHS229,533$16.4M0.2%+52,454+29.6%AddedHistory
VSTVistra Corp.Stock99,247$16.0M0.2%−13,887−12.3%ReducedHistory
WDCWestern Digital CorpCOM92,344$15.9M0.2%+61,910+203.4%AddedHistory
EQHEquitable Holdings, Inc.COM331,539$15.8M0.2%+114,807+53.0%AddedHistory
CHWYChewy, Inc.CL A474,562$15.7M0.2%+171,015+56.3%AddedHistory
ADIAnalog Devices IncStock57,624$15.6M0.2%+53,984+1,483.1%AddedHistory
EOGEOG Resources IncStock147,905$15.5M0.2%+23,921+19.3%AddedHistory
WMTWalmart Inc.Stock138,427$15.4M0.2%−136,281−49.6%ReducedHistory
DHRDanaher CorpStock67,240$15.4M0.2%+18,924+39.2%AddedHistory
GDDYGoDaddy Inc.CL A121,592$15.1M0.2%−154,234−55.9%ReducedHistory
CTASCintas CorpStock79,180$14.9M0.2%+20,922+35.9%AddedHistory
AAgilent Technologies, Inc.COM109,113$14.8M0.2%+89,264+449.7%AddedHistory
AWIArmstrong World Industries IncCOM77,231$14.8M0.2%−13,032−14.4%ReducedHistory
VLTOVeralto CorpStock147,488$14.7M0.2%+19,790+15.5%AddedHistory
DASHDoorDash, Inc.Stock64,728$14.7M0.2%+26,940+71.3%AddedHistory
ONCBeOne Medicines Ltd.ADR47,864$14.5M0.2%+44,428+1,293.0%AddedHistory
iShares Tr464288513IBOXX HI YD ETF180,089$14.5M0.2%+180,089New–
CAKECheesecake Factory IncCOM287,219$14.5M0.2%+270,160+1,583.7%AddedHistory
BKNGBooking Holdings Inc.Stock2,700$14.5M0.2%+1,037+62.4%AddedHistory
VRTVertiv Holdings CoCOM CL A88,145$14.3M0.2%+67,014+317.1%AddedHistory
SHWSherwin Williams CoCOM43,757$14.2M0.2%+43,757NewHistory
CCKCrown Holdings, Inc.COM137,150$14.1M0.2%+38,522+39.1%AddedHistory
JBSJBS N.V.ADR975,173$14.1M0.2%+834,058+591.0%AddedHistory
RSGRepublic Services, Inc.COM66,227$14.0M0.2%+56,829+604.7%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock73,936$13.7M0.2%+27,713+60.0%AddedHistory
IRTCiRhythm Holdings, Inc.COM77,119$13.7M0.2%−8,092−9.5%ReducedHistory
TOSTToast, Inc.Stock384,410$13.7M0.2%+163,269+73.8%AddedHistory
INTUIntuit Inc.Stock20,250$13.4M0.2%+18,685+1,193.9%AddedHistory
SCHWSchwab Charles CorpStock132,934$13.3M0.2%+5,096+4.0%AddedHistory
OGEOGE Energy Corp.COM310,875$13.3M0.2%+78,348+33.7%AddedHistory
MUSAMurphy USA Inc.COM32,886$13.3M0.2%+29,657+918.5%AddedHistory
IRMIron Mountain IncCOM159,482$13.2M0.2%+146,113+1,092.9%AddedHistory
RPMRPM International IncCOM126,863$13.2M0.2%+79,868+169.9%AddedHistory
NTRANatera, Inc.COM57,503$13.2M0.2%−158,451−73.4%ReducedHistory
EVREvercore Inc.CLASS A38,605$13.1M0.2%+38,605NewHistory
ALLYAlly Financial Inc.Stock288,138$13.0M0.2%+128,201+80.2%AddedHistory
AMDAdvanced Micro Devices IncStock60,719$13.0M0.2%−70,663−53.8%ReducedHistory
GHGuardant Health, Inc.COM127,309$13.0M0.2%−379,641−74.9%ReducedHistory
LYFTLyft, Inc.CL A COM666,820$12.9M0.2%+187,535+39.1%AddedHistory
VLOValero Energy CorpStock79,177$12.9M0.2%−67,535−46.0%ReducedHistory
TJXTJX Companies IncStock81,291$12.5M0.1%+49,601+156.5%AddedHistory
AGCOAGCO CorpCOM118,375$12.3M0.1%−64,110−35.1%ReducedHistory
NWSANews CorpCL A468,569$12.2M0.1%+431,886+1,177.3%AddedHistory
MHKMohawk Industries IncCOM111,920$12.2M0.1%+111,920NewHistory
CPRTCopart IncCOM312,171$12.2M0.1%−23,139−6.9%ReducedHistory
ADNTAdient plcStock636,138$12.2M0.1%+481,538+311.5%AddedHistory
METAMeta Platforms, Inc.Stock18,470$12.2M0.1%−64,780−77.8%ReducedHistory
QSRRestaurant Brands International Inc.COM177,647$12.1M0.1%+153,119+624.3%AddedHistory
DDOGDatadog, Inc.CL A COM88,940$12.1M0.1%+88,940NewHistory
TWLOTwilio IncCL A84,858$12.1M0.1%+80,803+1,992.7%AddedHistory
TSNTyson Foods, Inc.Stock205,404$12.0M0.1%+24,929+13.8%AddedHistory
PLTRPalantir Technologies Inc.Stock67,436$12.0M0.1%−18,570−21.6%ReducedHistory
MNSTMonster Beverage CorpCOM156,263$12.0M0.1%+147,604+1,704.6%AddedHistory
ALLAllstate CorpStock57,008$11.9M0.1%+54,611+2,278.3%AddedHistory
COFCapital One Financial CorpStock48,880$11.8M0.1%−5,639−10.3%ReducedHistory
TMUST-Mobile US, Inc.Stock57,513$11.7M0.1%−207,240−78.3%ReducedHistory
LRNStride, Inc.COM179,221$11.6M0.1%+140,863+367.2%AddedHistory
LLYEli Lilly & CoStock10,778$11.6M0.1%+7,877+271.5%AddedHistory
HEI.AHeico CorpCL A45,765$11.6M0.1%+20,272+79.5%AddedHistory
ZMZoom Communications, Inc.Stock132,158$11.4M0.1%−131,627−49.9%ReducedHistory
BMYBristol Myers Squibb CoStock211,183$11.4M0.1%−611,019−74.3%ReducedHistory
SHELShell plcADR153,819$11.3M0.1%−179,163−53.8%ReducedHistory
PCTYPaylocity Holding CorpCOM73,791$11.3M0.1%−23,366−24.0%ReducedHistory
UNHUnitedHealth Group IncStock34,072$11.2M0.1%+32,066+1,598.5%AddedHistory
CORCencora, Inc.Stock32,973$11.1M0.1%+5,080+18.2%AddedHistory
ALGMAllegro Microsystems, Inc.COM419,600$11.1M0.1%+350,434+506.7%AddedHistory
ASAmer Sports, Inc.COM SHS294,596$11.0M0.1%−177,709−37.6%ReducedHistory
DTEDte Energy CoCOM84,618$10.9M0.1%+79,129+1,441.6%AddedHistory
MASIMasimo CorpCOM83,458$10.9M0.1%+52,685+171.2%AddedHistory
TMHCTaylor Morrison Home CorpCOM183,563$10.8M0.1%+120,372+190.5%AddedHistory
FFIVF5, Inc.Stock41,533$10.6M0.1%+25,132+153.2%AddedHistory
MOAltria Group, Inc.Stock182,458$10.5M0.1%+125,278+219.1%AddedHistory
CRHCRH Public Ltd CoORD84,153$10.5M0.1%−12,736−13.1%ReducedHistory
SUNCSunocoCorp LLCCOM SHS LLC212,664$10.5M0.1%+212,664NewHistory
VEEVVeeva Systems IncStock46,793$10.4M0.1%+36,818+369.1%AddedHistory
WIXWix.com Ltd.SHS100,401$10.4M0.1%−33,200−24.9%ReducedHistory
GAPGap IncCOM406,513$10.4M0.1%−77,282−16.0%ReducedHistory
DYDycom Industries IncCOM30,181$10.2M0.1%+23,181+331.2%AddedHistory
DISWalt Disney CoStock88,329$10.0M0.1%+65,802+292.1%AddedHistory
TTDTrade Desk, Inc.Stock264,045$10.0M0.1%+191,544+264.2%AddedHistory
UTHRUnited Therapeutics CorpCOM20,539$10.0M0.1%+2,644+14.8%AddedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A519,600$9.95M0.1%+434,499+510.6%AddedHistory
SEICSEI Investments CoCOM120,721$9.90M0.1%+23,627+24.3%AddedHistory

Sold out since Q3 2025 (602)

Positions held at the end of Q3 2025 that are gone from this filing.

The largest 100 of 602 by value last quarter.

Positions of Engineers Gate Manager LP sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
UDRUDR, Inc.COM1,133,819$42.2M0.5%History
SPGIS&P Global Inc.Stock54,014$26.3M0.3%History
DOVDOVER CorpCOM141,147$23.5M0.3%History
ESSEssex Property Trust, Inc.COM65,925$17.6M0.2%History
BAHBooz Allen Hamilton Holding CorpCL A173,117$17.3M0.2%History
PNFPPinnacle Financial Partners, Inc.COM179,827$16.9M0.2%History
ALSNAllison Transmission Holdings IncStock194,123$16.5M0.2%History
DVNDevon Energy CorpStock467,110$16.4M0.2%History
CVNACarvana Co.CL A40,319$15.2M0.2%History
CTVACorteva, Inc.Stock218,766$14.8M0.2%History
LIILennox International IncCOM26,795$14.2M0.2%History
TRPTC Energy CorpCOM255,896$13.9M0.2%History
ELVElevance Health, Inc.Stock38,288$12.4M0.1%History
ONONOn Holding AGStock283,901$12.0M0.1%History
TMOThermo Fisher Scientific Inc.Stock23,827$11.6M0.1%History
FBINFortune Brands Innovations, Inc.COM192,136$10.3M0.1%History
ABTAbbott LaboratoriesStock76,546$10.3M0.1%History
CSCOCisco Systems, Inc.Stock145,947$9.99M0.1%History
JBHTHunt J B Transport Services IncCOM74,197$9.96M0.1%History
BDXBecton Dickinson & CoStock53,128$9.94M0.1%History
LOWLowes Companies IncStock39,253$9.86M0.1%History
MOHMolina Healthcare, Inc.COM51,117$9.78M0.1%History
HDHome Depot, Inc.Stock23,424$9.49M0.1%History
CARTMaplebear Inc.COM256,055$9.41M0.1%History
STZConstellation Brands, Inc.Stock68,459$9.22M0.1%History
FCNCAFirst Citizens Bancshares IncCL A4,996$8.94M0.1%History
GWWW.W. Grainger, Inc.Stock9,349$8.91M0.1%History
KKRKKR & Co. Inc.COM67,471$8.77M0.1%History
HUMHumana IncStock32,804$8.53M0.1%History
APDAir Products & Chemicals, Inc.Stock30,670$8.36M0.1%History
CPAYCorpay, Inc.COM SHS28,969$8.34M0.1%History
ONOn Semiconductor CorpStock166,013$8.19M0.1%History
RKLBRocket Lab CorpCOM169,917$8.14M0.1%History
PTCPTC Inc.Stock39,507$8.02M0.1%History
OKEONEOK IncCOM108,714$7.93M0.1%History
VRNSVaronis Systems IncCOM138,000$7.93M0.1%History
BRBroadridge Financial Solutions, Inc.Stock31,873$7.59M0.1%History
LIFLife360, Inc.COM71,308$7.58M0.1%History
GNRCGenerac Holdings Inc.Stock45,160$7.56M0.1%History
MKTXMarketaxess Holdings IncCOM42,002$7.32M0.1%History
MCOMoodys CorpStock15,035$7.16M0.1%History
IFFInternational Flavors & Fragrances IncCOM116,194$7.15M0.1%History
FOXAFox CorpCL A COM110,826$6.99M0.1%History
ROKRockwell Automation, IncStock18,328$6.41M0.1%History
LITELumentum Holdings Inc.COM39,044$6.35M0.1%History
BAXBaxter International IncStock275,558$6.27M0.1%History
JNJJohnson & JohnsonStock33,785$6.26M0.1%History
TYLTyler Technologies IncCOM11,502$6.02M0.1%History
XYZBlock, Inc.CL A82,473$5.96M0.1%History
VRNAVerona Pharma plcSPONSORED ADS54,527$5.82M0.1%History
ODDOddity Tech LtdSHS CL A89,055$5.55M0.1%History
SYFSynchrony FinancialCOM77,460$5.50M0.1%History
NSPInsperity, Inc.COM110,961$5.46M0.1%History
CZRCaesars Entertainment, Inc.COM201,490$5.45M0.1%History
BANCBanc of California, Inc.COM326,456$5.40M0.1%History
LCIILci IndustriesCOM55,834$5.20M0.1%History
BLDQXO Insulation, LLCStock12,836$5.02M0.1%History
RLIRli CorpCOM74,675$4.87M0.1%History
BRSLBrightstar Lottery PLCSHS USD275,959$4.76M0.1%History
BIRKBirkenstock Holding plcCOM SHS100,515$4.55M0.1%History
LFUSLittelfuse IncCOM17,473$4.53M0.1%History
FLOFlowers Foods IncCOM335,844$4.38M0.1%History
NENoble Corp plcORD SHS A153,641$4.34M<0.1%History
CSLCarlisle Companies IncCOM13,054$4.29M<0.1%History
PCVXVaxcyte, Inc.COM114,660$4.13M<0.1%History
KNXKnight-Swift Transportation Holdings Inc.CL A104,026$4.11M<0.1%History
LBRTLiberty Energy Inc.COM CL A327,014$4.04M<0.1%History
ENPHEnphase Energy, Inc.Stock113,619$4.02M<0.1%History
ICLRIcon PLCCOM22,808$3.99M<0.1%History
LHLabcorp Holdings Inc.Stock13,887$3.99M<0.1%History
HLTHilton Worldwide Holdings Inc.COM15,268$3.96M<0.1%History
ODFLOld Dominion Freight Line, Inc.COM27,757$3.91M<0.1%History
SPSCSPS Commerce IncCOM36,112$3.76M<0.1%History
UIUbiquiti Inc.COM5,591$3.69M<0.1%History
CASYCaseys General Stores IncCOM6,483$3.66M<0.1%History
FNFabrinetSHS9,623$3.51M<0.1%History
BCSBarclays PLCADR168,425$3.48M<0.1%History
PLMRPalomar Holdings, Inc.Stock29,560$3.45M<0.1%History
WMWaste Management IncStock15,424$3.41M<0.1%History
GENGen Digital Inc.Stock117,249$3.33M<0.1%History
COCOVita Coco Company, Inc.COM77,483$3.29M<0.1%History
VACMarriott Vacations Worldwide CorpCOM49,429$3.29M<0.1%History
QXOQXO, Inc.COM NEW170,779$3.26M<0.1%History
TRGPTarga Resources Corp.COM19,407$3.25M<0.1%History
LSTRLandstar System IncCOM25,883$3.17M<0.1%History
MTSIMACOM Technology Solutions Holdings, Inc.COM24,539$3.05M<0.1%History
EXRExtra Space Storage Inc.COM21,512$3.03M<0.1%History
APGAPi Group CorpCOM STK87,509$3.01M<0.1%History
AMTMAmentum Holdings, Inc.COM125,542$3.01M<0.1%History
CMGChipotle Mexican Grill IncCOM76,595$3.00M<0.1%History
CPBCAMPBELL'S CoCOM94,402$2.98M<0.1%History
SRPTSarepta Therapeutics, Inc.COM153,257$2.95M<0.1%History
WERNWerner Enterprises IncCOM111,646$2.94M<0.1%History
IBPInstalled Building Products, Inc.COM11,904$2.94M<0.1%History
FDXFedEx CorpStock12,244$2.89M<0.1%History
NWGNatWest Group plcSPONS ADR202,635$2.87M<0.1%History
GRPNGroupon, Inc.COM NEW122,674$2.86M<0.1%History
PPLIPeople IncCOM NEW82,515$2.81M<0.1%History
AKAMAkamai Technologies IncCOM36,951$2.80M<0.1%History
NOVTNovanta IncCOM27,817$2.79M<0.1%History