Engineers Gate Manager LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Engineers Gate Manager LP reported 1,878 stock positions worth $4.4 billion. Its top holding was Constellation Energy (CEG) at 0.6% of the portfolio, followed by Qualcomm (QCOM, 0.6%) and Northrop Grumman (NOC, 0.6%). Compared with Q1 2024, it opened 458 new positions, sold out of 447, added to 768 and reduced 641. The biggest buy was a new position in Constellation Energy (CEG) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −65%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001620220
Portfolio Value
$4.4B (Q2 2024)
SEC Filing
0001085146-24-003875 ↗ filed Aug 14, 2024

Holdings Value

0$2.0B$4.0B$6.0B$8.0B$10.0B Q1 2024: $3.8B Q1 2024 Q2 2024: $4.4B $4.4B Q2 2024 Q3 2024: $5.1B Q3 2024 Q4 2024: $5.7B Q4 2024 Q1 2025: $5.9B Q1 2025 Q2 2025: $8.0B Q2 2025 Q3 2025: $8.7B Q3 2025 Q4 2025: $8.4B Q4 2025 Q1 2026: $8.0B Q1 2026 Q2 2026: $7.7B Q2 2026

Holdings 1,878 stocks · $4.4B

CEG Constellation Energy 0.64% 141,500 $28.3M New
QCOM Qualcomm Inc. 0.64% 141,862 $28.3M Add +699.5%
NOC Northrop Grumman Corp. 0.61% 62,055 $27.1M Add +1418.7%
PYPL PayPal Holdings Inc. 0.58% 445,257 $25.8M Add +873.2%
BMY Bristol-Myers Squibb Co. 0.54% 574,134 $23.8M Add +6779.1%
V Visa Inc. Class A 0.52% 88,588 $23.3M Add +380.1%
COST Costco Wholesale Corp. 0.52% 27,308 $23.2M Add +35.1%
CMG Chipotle Mexican Grill Inc. 0.51% 358,045 $22.4M Add +55.7%
WDC Western Digital Corp. 0.50% 294,188 $22.3M Add +111.4%
QQQ Invesco QQQ Trust Series 1 0.50% 46,019 $22.0M New
SNOW Snowflake Inc. 0.48% 158,465 $21.4M Add +656.9%
BDX Becton Dickinson and Co. 0.48% 90,633 $21.2M Add +176.7%
EXC Exelon Corp. 0.47% 597,493 $20.7M Add +158.5%
CRWD CrowdStrike Holdings Inc. Class A 0.46% 53,243 $20.4M Reduce -36.0%
SHW The Sherwin-Williams Co. 0.45% 66,469 $19.8M Add +38.7%
MU Micron Technology Inc. 0.45% 150,713 $19.8M Add +3917.9%
MRK Merck & Co. Inc. 0.45% 159,750 $19.8M Add +1338.9%
MA Mastercard Inc. Class A 0.44% 44,696 $19.7M Add +331.1%
WAB Wabtec Corp. 0.44% 124,725 $19.7M Add +432.2%
UNP Union Pacific Corp. 0.43% 84,143 $19.0M Add +363.0%
MNST Monster Beverage Corp. 0.43% 378,732 $18.9M Add +850.5%
LDOS Leidos Holdings Inc. 0.42% 128,700 $18.8M Add +227.6%
DASH DoorDash Inc. Class A 0.42% 170,135 $18.5M Add +144.0%
AMAT Applied Materials Inc. 0.41% 77,163 $18.2M Add +34.6%
SBUX Starbucks Corp. 0.41% 232,902 $18.1M Add +181.2%
NOW ServiceNow Inc. 0.40% 22,622 $17.8M Add +11.8%
PGR Progressive Corp. 0.40% 85,535 $17.8M Add +99.0%
LULU Lululemon Athletica Inc. 0.40% 59,467 $17.8M Add +66.8%
WING Wingstop Inc. 0.40% 41,805 $17.7M Reduce -2.2%
BRBR Bellring Brands Inc. 0.39% 301,479 $17.2M Add +23.7%
CSGP Costar Group Inc. 0.39% 230,279 $17.1M New
ROST Ross Stores Inc. 0.38% 116,480 $16.9M Add +36.7%
MSFT Microsoft Corp. 0.38% 37,819 $16.9M Add +6288.3%
SPOT Spotify Technology SA 0.38% 53,007 $16.6M Add +21.6%
NKE Nike Inc. Class B 0.37% 218,638 $16.5M Reduce -18.9%
TMO Thermo Fisher Scientific Inc. 0.37% 29,732 $16.4M New
ON On Semiconductor 0.37% 239,409 $16.4M Add +6.6%
TEL Te Connectivity Ltd. 0.36% 105,728 $15.9M Add +24.5%
BLD Topbuild Corp. 0.36% 41,183 $15.9M Add +295.9%
ADBE Adobe Inc. 0.35% 28,103 $15.6M Add +30.5%
IDXX Idexx Laboratories Inc. 0.35% 31,733 $15.5M Reduce -21.2%
WFC Wells Fargo & Co. 0.34% 257,363 $15.3M Add +554.6%
ALL Allstate Corp. 0.34% 95,152 $15.2M Add +98.8%
GOOG Alphabet Inc. Class C 0.34% 81,740 $15.0M Add +707.1%
UPS United Parcel Service Class B 0.33% 107,811 $14.8M Add +47.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.33% 26,936 $14.7M Reduce -65.4%
HWM Howmet Aerospace Inc. 0.33% 188,049 $14.6M Add +188.0%
DKS Dick's Sporting Goods Inc. 0.33% 67,924 $14.6M Add +422.9%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.32% 134,875 $14.4M Add +80.1%
AVGO Broadcom Inc. 0.32% 8,792 $14.1M New
COP Conocophillips 0.32% 122,905 $14.1M Add +92.3%
NTNX Nutanix Inc. Class A 0.32% 246,974 $14.0M Add +2.5%
BAH Booz Allen Hamilton Holdings 0.31% 90,119 $13.9M Reduce -16.1%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.31% 141,108 $13.8M Add +371.2%
VRT Vertiv Holdings Co. Class A 0.31% 157,246 $13.6M Add +748.7%
TGT Target Corp. 0.31% 91,483 $13.5M Add +1724.2%
PPG PPG Industries Inc. 0.30% 107,367 $13.5M Reduce -24.5%
JNJ Johnson & Johnson 0.30% 92,303 $13.5M Add +159.8%
PH Parker Hannifin Corp. 0.30% 26,544 $13.4M Add +180.8%
FTNT Fortinet Inc. 0.30% 219,731 $13.2M Add +333.1%
DKNG Draftkings Inc. Class A 0.30% 346,616 $13.2M Add +153.5%
C Citigroup Inc. 0.30% 208,121 $13.2M New
LYFT LYFT Inc. Class A 0.29% 925,769 $13.1M Add +427.9%
NRG NRG Energy Inc. 0.29% 164,670 $12.8M Reduce -9.1%
APH Amphenol Corp. Class A 0.29% 188,516 $12.7M New
DECK Deckers Outdoor Corp. 0.28% 12,735 $12.3M Reduce -0.6%
AMZN Amazon.com Inc. 0.28% 63,744 $12.3M Add +30.2%
DXCM Dexcom Inc. 0.27% 107,355 $12.2M Add +3461.9%
RTX RTX Corp. 0.27% 121,190 $12.2M New
CART Maplebear Inc. 0.27% 365,840 $11.8M Add +300.4%
ZBH Zimmer Biomet Holdings Inc. 0.26% 108,051 $11.7M Add +1794.0%
ETN Eaton Corp. PLC 0.26% 37,081 $11.6M Add +1022.0%
MELI MercadoLibre Inc. 0.26% 7,036 $11.6M Reduce -17.6%
COF Capital One Financial Corp. 0.26% 82,789 $11.5M New
VLTO Veralto Corp. 0.26% 119,723 $11.4M Add +199.4%
PINS Pinterest Inc. Class A 0.26% 258,772 $11.4M Add +8.5%
DT Dynatrace Inc. 0.26% 254,723 $11.4M Reduce -21.1%
TEAM Atlassian Corp. Class A 0.26% 64,215 $11.4M Reduce -37.4%
GPN Global Payments Inc. 0.25% 116,440 $11.3M Add +64.4%
VST Vistra Corp. 0.25% 129,752 $11.2M Add +92.3%
VRSN Verisign Inc. 0.25% 62,244 $11.1M Reduce -38.6%
ST Sensata Technologies Holdplc 0.25% 294,947 $11.0M Add +30.8%
ADM Archer-Daniels-Midland Co. 0.25% 182,059 $11.0M Add +50.4%
CPRT Copart Inc. 0.25% 201,945 $10.9M New
HUN Huntsman Corp. 0.25% 479,127 $10.9M Add +8.8%
WIX Wix.com Ltd. 0.24% 67,717 $10.8M Add +3.9%
CSCO Cisco Systems Inc. 0.24% 223,701 $10.6M Add +45.4%
XEL Xcel Energy Inc. 0.24% 198,591 $10.6M Reduce -26.5%
CBOE Cboe Global Markets Inc. 0.24% 62,163 $10.6M Add +182.2%
EME Emcor Group Inc. 0.23% 28,388 $10.4M Add +298.6%
AIG American International Group 0.23% 139,011 $10.3M New
ORCL Oracle Corp. 0.23% 72,370 $10.2M Add +205.4%
AZO AutoZone Inc. 0.23% 3,446 $10.2M New
FRPT Freshpet Inc. 0.23% 77,573 $10.0M Add +3384.9%
PFE Pfizer Inc. 0.23% 356,967 $10.0M Add +44.4%
LOW Lowe's Cos Inc. 0.22% 45,191 $10.0M Reduce -21.8%
NEM Newmont Corp. 0.22% 235,679 $9.9M Reduce -6.7%
MAR Marriott International Class A 0.22% 40,321 $9.7M Reduce -22.9%
LMT Lockheed Martin Corp. 0.22% 20,850 $9.7M Reduce -4.9%
KEYS Keysight Technologies Inc. 0.22% 71,082 $9.7M Add +1102.9%

Show all 1,878 holdings

Portfolio Sells Q1 2024 → Q2 2024

SPY SS SPDR S&P 500 ETF Trust-US Reduce -65.4% 0.33% −0.74
AAPL Apple Inc. Reduce -73.7% 0.22% −0.57
META Meta Platforms Inc. Class A Reduce -91.4% 0.04% −0.51
ZTS Zoetis Inc. Reduce -92.9% 0.03% −0.48
ADP Automatic Data Processing Reduce -65.7% 0.18% −0.46
HD Home Depot Inc. Reduce -60.5% 0.18% −0.40
VRSK Verisk Analytics Inc. Reduce -70.2% 0.17% −0.40
AWK American Water Works Co. Inc. Reduce -89.0% 0.04% −0.40
MPWR Monolithic Power Systems Inc. Reduce -78.4% 0.10% −0.35
PLTR Palantir Technologies Inc. Class A Reduce -92.0% 0.03% −0.34
UBER Uber Technologies Inc. Reduce -86.5% 0.04% −0.32
RBLX Roblox Corp. Class A Reduce -56.9% 0.18% −0.32
CVX Chevron Corp. Sold out 0.00% −0.31
ACN Accenture PLC Class A Sold out 0.00% −0.30
NKE Nike Inc. Class B Reduce -18.9% 0.37% −0.30
TEAM Atlassian Corp. Class A Reduce -37.4% 0.26% −0.27
ORLY O'reilly Automotive Inc. Sold out 0.00% −0.27
PCG P G & E Corp. Reduce -79.6% 0.06% −0.27
ARES Ares Management Corp. Class A Reduce -77.8% 0.06% −0.26
ABT Abbott Laboratories Reduce -86.8% 0.03% −0.26
SPGI S&P Global Inc. Reduce -83.5% 0.04% −0.26
VRSN Verisign Inc. Reduce -38.6% 0.25% −0.26
QRVO Qorvo Inc. Reduce -94.7% 0.01% −0.25
STT State Street Corp. Reduce -50.8% 0.17% −0.25
LHX L3HARRIS Technologies Inc. Reduce -89.3% 0.03% −0.24
INCY Incyte Corp. Sold out 0.00% −0.24
LNTH Lantheus Holdings Inc. Sold out 0.00% −0.24
CRWD CrowdStrike Holdings Inc. Class A Reduce -36.0% 0.46% −0.24
CSX CSX Corp. Reduce -45.1% 0.18% −0.24
PPG PPG Industries Inc. Reduce -24.5% 0.30% −0.24
ICE Intercontinental Exchange Inc. Reduce -93.3% 0.01% −0.23
GM General Motors Co. Reduce -84.4% 0.04% −0.23
SYY Sysco Corp. Reduce -63.9% 0.09% −0.23
MSCI MSCI Inc. Reduce -53.4% 0.12% −0.23
EOG EOG Resources Inc. Reduce -70.7% 0.08% −0.23
ITW Illinois Tool Works Reduce -84.8% 0.03% −0.23
BIIB Biogen Inc. Sold out 0.00% −0.23
IDXX Idexx Laboratories Inc. Reduce -21.2% 0.35% −0.22
BKR Baker Hughes Co. Reduce -83.3% 0.04% −0.21
GL Globe Life Inc. Sold out 0.00% −0.21
ABBV Abbvie Inc. Reduce -80.4% 0.04% −0.21
UNH Unitedhealth Group Inc. Reduce -58.6% 0.12% −0.21
HUM Humana Inc. Reduce -52.2% 0.16% −0.20
PM Philip Morris International Reduce -97.6% 0.00% −0.20
CB Chubb Ltd. Reduce -88.8% 0.02% −0.19
XRAY Dentsply Sirona Inc. Reduce -71.8% 0.04% −0.19
MOS The Mosaic Co. Reduce -39.4% 0.16% −0.19
LUV Southwest Airlines Co. Sold out 0.00% −0.18
CHWY Chewy Inc. Class A Sold out 0.00% −0.18
AMD Advanced Micro Devices Sold out 0.00% −0.18

Portfolio Buys Q1 2024 → Q2 2024

CEG Constellation Energy New 0.64% +0.64
NOC Northrop Grumman Corp. Add +1418.7% 0.61% +0.56
QCOM Qualcomm Inc. Add +699.5% 0.64% +0.56
BMY Bristol-Myers Squibb Co. Add +6779.1% 0.54% +0.53
PYPL PayPal Holdings Inc. Add +873.2% 0.58% +0.50
QQQ Invesco QQQ Trust Series 1 New 0.50% +0.50
MU Micron Technology Inc. Add +3917.9% 0.45% +0.44
MRK Merck & Co. Inc. Add +1338.9% 0.45% +0.41
SNOW Snowflake Inc. Add +656.9% 0.48% +0.39
V Visa Inc. Class A Add +380.1% 0.52% +0.39
CSGP Costar Group Inc. New 0.39% +0.39
MSFT Microsoft Corp. Add +6288.3% 0.38% +0.37
TMO Thermo Fisher Scientific Inc. New 0.37% +0.37
MNST Monster Beverage Corp. Add +850.5% 0.43% +0.36
WAB Wabtec Corp. Add +432.2% 0.44% +0.35
AVGO Broadcom Inc. New 0.32% +0.32
MA Mastercard Inc. Class A Add +331.1% 0.44% +0.31
UNP Union Pacific Corp. Add +363.0% 0.43% +0.31
C Citigroup Inc. New 0.30% +0.30
GOOG Alphabet Inc. Class C Add +707.1% 0.34% +0.30
LDOS Leidos Holdings Inc. Add +227.6% 0.42% +0.29
APH Amphenol Corp. Class A New 0.29% +0.29
WFC Wells Fargo & Co. Add +554.6% 0.34% +0.28
TGT Target Corp. Add +1724.2% 0.31% +0.28
RTX RTX Corp. New 0.27% +0.27
VRT Vertiv Holdings Co. Class A Add +748.7% 0.31% +0.27
BDX Becton Dickinson and Co. Add +176.7% 0.48% +0.26
DXCM Dexcom Inc. Add +3461.9% 0.27% +0.26
COF Capital One Financial Corp. New 0.26% +0.26
WDC Western Digital Corp. Add +111.4% 0.50% +0.25
DKS Dick's Sporting Goods Inc. Add +422.9% 0.33% +0.25
CPRT Copart Inc. New 0.25% +0.25
ZBH Zimmer Biomet Holdings Inc. Add +1794.0% 0.26% +0.24
TTD Trade Desk Inc./the Class A Add +371.2% 0.31% +0.24
EXC Exelon Corp. Add +158.5% 0.47% +0.24
BLD Topbuild Corp. Add +295.9% 0.36% +0.24
ETN Eaton Corp. PLC Add +1022.0% 0.26% +0.23
AIG American International Group New 0.23% +0.23
AZO AutoZone Inc. New 0.23% +0.23
FRPT Freshpet Inc. Add +3384.9% 0.23% +0.22
GE General Electric New 0.22% +0.22
HWM Howmet Aerospace Inc. Add +188.0% 0.33% +0.21
SBUX Starbucks Corp. Add +181.2% 0.41% +0.21
FTNT Fortinet Inc. Add +333.1% 0.30% +0.21
LYFT LYFT Inc. Class A Add +427.9% 0.29% +0.20
KEYS Keysight Technologies Inc. Add +1102.9% 0.22% +0.19
OXY Occidental Petroleum Corp. New 0.19% +0.19
WAT Waters Corp. New 0.19% +0.19
SOLV Solventum Corp. Add +2910.3% 0.19% +0.19
CAH Cardinal Health Inc. Add +998.3% 0.21% +0.19

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2,192$7.7BBKH, FWONK, GM, MA, ITT
Q1 2026 2,137$8.0BTMUS, GM, BKH, MSFT, MA
Q4 2025 2,051$8.4BQQQ, SPY, INVH, SBRA, ADC
Q3 2025 2,111$8.7BQQQ, SPY, SBRA, VTR, INVH
Q2 2025 2,114$8.0BSJM, VTR, GM, WMT, SBRA
Q1 2025 2,109$5.9BQQQ, ABNB, TEAM, SPY, LMT
Q4 2024 2,178$5.7BQQQ, KLAC, BKNG, UBER, CVS
Q3 2024 2,068$5.1BQQQ, COST, BMY, RBLX, GOOGL
Q2 2024 1,878$4.4BCEG, QCOM, NOC, PYPL, BMY
Q1 2024 1,866$3.8BSPY, AAPL, CRWD, NKE, ADP