Engineers Gate Manager LP
NEW YORK, NY
$7.7bn in 2,192 US stocks at the end of 30 June 2026. The top 10 are 10.3% of the money. It changed about 50.9% of the portfolio this quarter.
Value
$7.7bn
Stocks
2,192
Top 10 share
10.3%
Turnover
50.9%
What changed this quarter
New
Bought for the first time this quarter.
- Somnigroup InternationalSGI0.8% of the fund
- PPG IndustriesPPG0.5% of the fund
- LittelfuseLFUS0.5% of the fund
- EcolabECL0.4% of the fund
- Cerebras SystemsCBRS0.3% of the fund
- Ingersoll RandIR0.3% of the fund
- CME GroupCME0.2% of the fund
- CarnivalCCL0.2% of the fund
- Janus LivingJAN0.2% of the fund
- RollinsROL0.2% of the fund
- Gilead SciencesGILD0.2% of the fund
- Atmos EnergyATO0.2% of the fund
- Hewlett Packard EnterpriseHPE0.2% of the fund
- Regal RexnordRRX0.2% of the fund
- American TowerAMT0.2% of the fund
- Franklin TempletonBEN0.1% of the fund
- Enphase EnergyENPH0.1% of the fund
- Flagstar Bank, National AssociationFLG0.1% of the fund
- Wesco InternationalWCC0.1% of the fund
- Chord EnergyCHRD0.1% of the fund
- Xcel EnergyXEL0.1% of the fund
- STMicroelectronicsSTM<0.1% of the fund
- Modine ManufacturingMOD<0.1% of the fund
- Zimmer Biomet HoldingsZBH<0.1% of the fund
- CoupangCPNG<0.1% of the fund
Added
Bought more of a stock they already held.
- Black HillsBKH1.4% of the fund+36%
- Liberty MediaFWONK1.3% of the fund+894%
- General MotorsGM1.3% of the fund+19%
- MastercardMA1.1% of the fund+18%
- ITTITT1.0% of the fund+19%
- TapestryTPR0.9% of the fund+558%
- Amazon.comAMZN0.9% of the fund+785%
- ShellSHEL0.8% of the fund+301%
- BoeingBA0.8% of the fund+71%
- Deckers OutdoorDECK0.7% of the fund+1894%
- Murphy USAMUSA0.7% of the fund+21322%
- CRH PublicCRH0.6% of the fund+1838%
- TargetTGT0.6% of the fund+4119%
- Live Nation EntertainmentLYV0.6% of the fund+10428%
- JabilJBL0.6% of the fund+162%
- Suncor EnergySU0.6% of the fund+350%
- 3MMMM0.6% of the fund+74%
- Freeport-McMoRanFCX0.6% of the fund+12%
- BlockXYZ0.6% of the fund+2575%
- Performance Food GroupPFGC0.6% of the fund+77%
- Southwest AirlinesLUV0.5% of the fund+75%
- SnowflakeSNOW0.5% of the fund+434%
- Capital One FinancialCOF0.5% of the fund+480%
- ServiceNowNOW0.5% of the fund+7%
- Cheniere EnergyLNG0.5% of the fund+1187%
Cut
Sold some of their stake.
- Parker-HannifinPH0.7% of the fund-28%
- Applied MaterialsAMAT0.5% of the fund-36%
- BPBP0.4% of the fund-24%
- CitigroupC0.4% of the fund-53%
- DatadogDDOG0.4% of the fund-36%
- Teck ResourcesTECK0.4% of the fund-9%
- Darling IngredientsDAR0.4% of the fund-39%
- Citizens Financial GroupCFG0.3% of the fund-56%
- NvidiaNVDA0.3% of the fund-4%
- EverpureP0.3% of the fund-3%
- Western DigitalWDC0.3% of the fund-43%
- Unum GroupUNM0.3% of the fund-4%
- First Industrial Realty TrustFR0.3% of the fund-59%
- AirbnbABNB0.3% of the fund-40%
- Solstice Advanced MaterialsSOLS0.3% of the fund-11%
- SyscoSYY0.3% of the fund-54%
- Amer SportsAS0.3% of the fund-26%
- Brixmor Property GroupBRX0.3% of the fund-46%
- Sabra Health Care REITSBRA0.3% of the fund-56%
- TextronTXT0.3% of the fund-32%
- VentasVTR0.2% of the fund-72%
- Omnicom GroupOMC0.2% of the fund-12%
- AmphenolAPH0.2% of the fund-35%
- Howmet AerospaceHWM0.2% of the fund-9%
- FedExFDX0.2% of the fund-57%
Sold out
Sold their entire stake.
- State STR Spdr S&P 500 ETF TSPY-100%
- Brinker InternationalEAT-100%
- Acadia Realty TrustAKR-100%
- Cheesecake FactoryCAKE-100%
- Talen EnergyTLN-100%
- TwilioTWLO-100%
- RobloxRBLX-100%
- DavitaDVA-100%
- Expand EnergyEXE-100%
- Crown HoldingsCCK-100%
- AlconALC-100%
- Huntington BancsharesHBAN-100%
- Wynn ResortsWYNN-100%
- Carnival-100%
- VeraltoVLTO-100%
- BlackstoneBX-100%
- Coca-Cola Europacific PartnersCCEP-100%
- EQTEQT-100%
- Flutter EntertainmentFLUT-100%
- Toll BrothersTOL-100%
- Bellring BrandsBRBR-100%
- Sherwin-WilliamsSHW-100%
- TC EnergyTRP-100%
- Monster BeverageMNST-100%
- Royal GoldRGLD-100%
Holdings
- ShellSHEL
- Share
- 0.8%
- Value
- $65m
- Shares
- 840,770
+301%
- Suncor EnergySU
- Share
- 0.6%
- Value
- $47m
- Shares
- 876,008
+350%
- Teck ResourcesTECK
- Share
- 0.4%
- Value
- $28m
- Shares
- 464,241
-9%
- NokiaNOK
- Share
- 0.3%
- Value
- $25m
- Shares
- 1,864,080
+19%
- Cerebras SystemsCBRS
- Share
- 0.3%
- Value
- $22m
- Shares
- 98,463
New
- Janus Henderson Group
- Share
- 0.2%
- Value
- $18m
- Shares
- 354,308
+200%
- Barrick MiningB
- Share
- 0.2%
- Value
- $18m
- Shares
- 490,619
+18%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Black HillsBKH | 1.4% | $107m | 1,442,064 | +36% |
| Liberty MediaFWONK | 1.3% | $100m | 1,049,351 | +894% |
| General MotorsGM | 1.3% | $99m | 1,290,019 | +19% |
| MastercardMA | 1.1% | $88m | 171,347 | +18% |
| ITTITT | 1.0% | $76m | 385,727 | +19% |
| TapestryTPR | 0.9% | $69m | 472,467 | +558% |
| Amazon.comAMZN | 0.9% | $69m | 288,313 | +785% |
| ShellSHEL | 0.8% | $65m | 840,770 | +301% |
| BoeingBA | 0.8% | $61m | 281,264 | +71% |
| Somnigroup InternationalSGI | 0.8% | $60m | 765,457 | New |
| Deckers OutdoorDECK | 0.7% | $56m | 564,874 | +1894% |
| Murphy USAMUSA | 0.7% | $56m | 103,041 | +21322% |
| Parker-HannifinPH | 0.7% | $55m | 56,210 | -28% |
| CRH PublicCRH | 0.6% | $49m | 461,503 | +1838% |
| TargetTGT | 0.6% | $49m | 372,558 | +4119% |
| Live Nation EntertainmentLYV | 0.6% | $48m | 263,524 | +10428% |
| JabilJBL | 0.6% | $47m | 122,011 | +162% |
| Suncor EnergySU | 0.6% | $47m | 876,008 | +350% |
| 3MMMM | 0.6% | $47m | 287,652 | +74% |
| Freeport-McMoRanFCX | 0.6% | $44m | 692,631 | +12% |
| BlockXYZ | 0.6% | $43m | 571,414 | +2575% |
| Performance Food GroupPFGC | 0.6% | $43m | 384,143 | +77% |
| Southwest AirlinesLUV | 0.5% | $42m | 814,820 | +75% |
| Applied MaterialsAMAT | 0.5% | $40m | 55,510 | -36% |
| SnowflakeSNOW | 0.5% | $40m | 156,869 | +434% |
| Capital One FinancialCOF | 0.5% | $40m | 197,168 | +480% |
| PPG IndustriesPPG | 0.5% | $37m | 303,875 | New |
| ServiceNowNOW | 0.5% | $37m | 370,643 | +7% |
| Cheniere EnergyLNG | 0.5% | $37m | 153,062 | +1187% |
| SalesforceCRM | 0.5% | $36m | 232,378 | +12313% |
| Smurfit WestrockSW | 0.5% | $36m | 786,518 | +2986% |
| AlphabetGOOGL | 0.5% | $36m | 101,793 | +140% |
| InvescoIVZ | 0.5% | $36m | 1,354,613 | +47% |
| LittelfuseLFUS | 0.5% | $35m | 77,115 | New |
| Nabors IndustriesNBR | 0.5% | $35m | 414,599 | +1518% |
| Wells Fargo & CompanyWFC | 0.4% | $34m | 411,770 | +5592% |
| International PaperIP | 0.4% | $34m | 886,943 | +815% |
| GXO LogisticsGXO | 0.4% | $33m | 644,807 | +50% |
| Spotify TechnologySPOT | 0.4% | $32m | 69,234 | +507% |
| US BancorpUSB | 0.4% | $32m | 525,136 | +39% |
| EcolabECL | 0.4% | $31m | 109,559 | New |
| Urban OutfittersURBN | 0.4% | $30m | 428,227 | +211% |
| BPBP | 0.4% | $30m | 813,923 | -24% |
| Advanced Micro DevicesAMD | 0.4% | $30m | 51,157 | +288% |
| American Healthcare REITAHR | 0.4% | $29m | 563,166 | +683% |
| CitigroupC | 0.4% | $29m | 205,906 | -53% |
| ON SemiconductorON | 0.4% | $29m | 304,377 | +570% |
| GerdauGGB | 0.4% | $28m | 7,010,275 | +125% |
| DatadogDDOG | 0.4% | $28m | 108,761 | -36% |
| EquinixEQIX | 0.4% | $28m | 26,947 | +116% |
| HalliburtonHAL | 0.4% | $28m | 817,532 | +903% |
| Teck ResourcesTECK | 0.4% | $28m | 464,241 | -9% |
| Darling IngredientsDAR | 0.4% | $27m | 499,265 | -39% |
| Sun CommunitiesSUI | 0.4% | $27m | 227,305 | +5320% |
| Procter & GamblePG | 0.4% | $27m | 184,795 | +10539% |
| Citizens Financial GroupCFG | 0.3% | $27m | 379,213 | -56% |
| NvidiaNVDA | 0.3% | $27m | 132,788 | -4% |
| CrowdStrike HoldingsCRWD | 0.3% | $27m | 34,803 | +418% |
| BJ's Wholesale Club HoldingsBJ | 0.3% | $26m | 302,324 | +10728% |
| EverpureP | 0.3% | $26m | 328,204 | -3% |
| NokiaNOK | 0.3% | $25m | 1,864,080 | +19% |
| Western DigitalWDC | 0.3% | $25m | 38,678 | -43% |
| Chipotle Mexican GrillCMG | 0.3% | $25m | 723,446 | +833% |
| Unum GroupUNM | 0.3% | $23m | 260,395 | -4% |
| Taiwan Semiconductor ManufacturingTSM | 0.3% | $23m | 48,346 | +311% |
| First Industrial Realty TrustFR | 0.3% | $23m | 374,675 | -59% |
| State StreetSTT | 0.3% | $23m | 135,388 | +1213% |
| AirbnbABNB | 0.3% | $23m | 160,357 | -40% |
| General DynamicsGD | 0.3% | $23m | 63,530 | +20% |
| PPLPPL | 0.3% | $22m | 618,448 | +104% |
| Ceco EnvironmentalCECO | 0.3% | $22m | 243,155 | +6952% |
| Solstice Advanced MaterialsSOLS | 0.3% | $22m | 248,135 | -11% |
| SyscoSYY | 0.3% | $22m | 261,191 | -54% |
| Cerebras SystemsCBRS | 0.3% | $22m | 98,463 | New |
| Amer SportsAS | 0.3% | $22m | 636,241 | -26% |
| PepsiCoPEP | 0.3% | $22m | 158,902 | +182% |
| MckessonMCK | 0.3% | $21m | 28,240 | +58% |
| Brixmor Property GroupBRX | 0.3% | $21m | 671,953 | -46% |
| Ingersoll RandIR | 0.3% | $21m | 251,418 | New |
| Sabra Health Care REITSBRA | 0.3% | $21m | 1,051,928 | -56% |
| Levi StraussLEVI | 0.3% | $20m | 811,600 | +74% |
| TextronTXT | 0.3% | $20m | 218,050 | -32% |
| ChevronCVX | 0.3% | $20m | 119,529 | +233% |
| American International GroupAIG | 0.3% | $20m | 263,922 | +994% |
| James Hardie IndustriesJHX | 0.3% | $19m | 739,441 | +154% |
| Align TechnologyALGN | 0.2% | $19m | 112,973 | +6% |
| CME GroupCME | 0.2% | $19m | 84,254 | New |
| Manhattan AssociatesMANH | 0.2% | $18m | 132,846 | +1309% |
| Janus Henderson Group | 0.2% | $18m | 354,308 | +200% |
| VentasVTR | 0.2% | $18m | 206,146 | -72% |
| Omnicom GroupOMC | 0.2% | $18m | 249,035 | -12% |
| Barrick MiningB | 0.2% | $18m | 490,619 | +18% |
| AmphenolAPH | 0.2% | $18m | 101,897 | -35% |
| LyondellBasell IndustriesLYB | 0.2% | $18m | 341,172 | +159% |
| RTXRTX | 0.2% | $18m | 94,442 | +979% |
| Howmet AerospaceHWM | 0.2% | $18m | 66,019 | -9% |
| FedExFDX | 0.2% | $18m | 56,516 | -57% |
| Affiliated Managers GroupAMG | 0.2% | $18m | 51,861 | +161% |
| TeradyneTER | 0.2% | $17m | 36,165 | -43% |
| IntelINTC | 0.2% | $17m | 123,406 | +1152% |
Showing the largest 100 of 2,192.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 4.1% since 30 June 2025.
Where the money is
Technology17.4%
Industrials14.5%
Retail & consumer12.9%
Financial services12.9%
Materials8.1%
Health care8.0%
Real estate5.1%
Media & telecom4.9%
Everyday goods4.9%
Energy4.5%
Utilities3.6%
Other3.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.