Engineers Gate Manager LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Engineers Gate Manager LP reported 2,114 stock positions worth $8.0 billion. Its top holding was JM Smucker (SJM) at 1.4% of the portfolio, followed by Ventas (VTR, 0.9%) and General Motors (GM, 0.8%). Compared with Q1 2025, it opened 517 new positions, sold out of 513, added to 810 and reduced 773. The biggest buy was a new position in JM Smucker (SJM) and the biggest sale PNC Financial Services (PNC, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001620220
- Portfolio Value
- $8.0B (Q2 2025)
- SEC Filing
- 0001085146-25-005076 ↗ filed Aug 14, 2025
Holdings Value
Holdings 2,114 stocks · $8.0B
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 1.37% | 1,119,100 | $109.9M | New |
| VTR Ventas Inc. | 0.90% | 1,150,977 | $72.7M | Add +863.6% |
| GM General Motors Co. | 0.78% | 1,282,075 | $63.1M | Add +200.3% |
| WMT Walmart Inc. | 0.75% | 612,524 | $59.9M | Add +160.4% |
| SBRA Sabra Health Care REIT Inc. | 0.73% | 3,179,303 | $58.6M | Add +3190.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.72% | 104,986 | $57.9M | Reduce -22.7% |
| TEAM Atlassian Corp. Class A | 0.66% | 262,308 | $53.3M | Add +59.4% |
| SNOW Snowflake Inc. | 0.66% | 237,887 | $53.2M | Add +147.3% |
| NVDA Nvidia Corp. | 0.66% | 335,642 | $53.0M | Add +171.8% |
| FR First Industrial Realty TR | 0.65% | 1,081,925 | $52.1M | Add +1339.7% |
| CHD Church & Dwight Co. Inc. | 0.64% | 534,782 | $51.4M | New |
| UDR Udr Inc. | 0.60% | 1,186,795 | $48.5M | New |
| V Visa Inc. Class A | 0.58% | 130,279 | $46.3M | Add +54.8% |
| IT Gartner Inc. | 0.57% | 112,411 | $45.4M | Add +102.4% |
| ADBE Adobe Inc. | 0.54% | 111,956 | $43.3M | Add +114.3% |
| GLW Corning Inc. | 0.53% | 810,411 | $42.6M | Add +87.1% |
| RBLX Roblox Corp. Class A | 0.53% | 402,876 | $42.4M | Add +8.8% |
| CRM Salesforce Inc. | 0.52% | 154,250 | $42.1M | Add +181.8% |
| CCI Crown Castle Inc. | 0.50% | 390,054 | $40.1M | Add +15775.2% |
| WY Weyerhaeuser Co. | 0.49% | 1,541,909 | $39.6M | Add +1493.1% |
| MSCI MSCI Inc. | 0.49% | 67,823 | $39.1M | Add +110.0% |
| CMG Chipotle Mexican Grill Inc. | 0.48% | 694,028 | $39.0M | Add +155.4% |
| T AT&T Inc. | 0.46% | 1,267,069 | $36.7M | Add +1378.7% |
| HUBS HubSpot Inc. | 0.45% | 65,149 | $36.3M | Add +84.8% |
| UBER Uber Technologies Inc. | 0.43% | 374,497 | $34.9M | New |
| SHEL Shell PLC-ADR | 0.43% | 495,636 | $34.9M | Add +16081.4% |
| META Meta Platforms Inc. Class A | 0.43% | 47,218 | $34.9M | Add +19.9% |
| TRP TC Energy Corp. | 0.43% | 708,833 | $34.6M | New |
| MA Mastercard Inc. Class A | 0.42% | 59,873 | $33.6M | Add +56.5% |
| ESS Essex Property Trust Inc. | 0.42% | 118,402 | $33.6M | Add +4061.8% |
| SBAC SBA Communications Corp. | 0.42% | 142,738 | $33.5M | New |
| PECO Phillips Edison & Company Inc. | 0.41% | 933,339 | $32.7M | New |
| JCI Johnson Controls Internation | 0.40% | 307,162 | $32.4M | Add +172.9% |
| DINO HF Sinclair Corp. | 0.40% | 786,606 | $32.3M | Add +1068.6% |
| PODD Insulet Corp. | 0.40% | 101,625 | $31.9M | Add +1798.5% |
| TER Teradyne Inc. | 0.40% | 353,978 | $31.8M | Add +37.0% |
| ADI Analog Devices Inc. | 0.39% | 132,679 | $31.6M | Add +519.4% |
| FDX FedEx Corp. | 0.38% | 133,091 | $30.3M | Add +1605.6% |
| CDW CDW Corp. | 0.38% | 169,201 | $30.2M | Add +101.8% |
| BRX Brixmor Property Group Inc. | 0.37% | 1,155,135 | $30.1M | Add +402.6% |
| MSFT Microsoft Corp. | 0.37% | 59,943 | $29.8M | New |
| AKR Acadia Realty Trust | 0.37% | 1,603,162 | $29.8M | New |
| DUOL Duolingo | 0.37% | 72,071 | $29.6M | Add +163.7% |
| PLTR Palantir Technologies Inc. Class A | 0.36% | 214,709 | $29.3M | Add +313.4% |
| MSI Motorola Solutions Inc. | 0.36% | 69,127 | $29.1M | Add +306.5% |
| GD General Dynamics Corp. | 0.36% | 98,430 | $28.7M | Add +200.7% |
| ISRG Intuitive Surgical Inc. | 0.36% | 52,668 | $28.6M | Add +298.2% |
| INTU Intuit Inc. | 0.35% | 36,055 | $28.4M | Add +278.4% |
| ZTS Zoetis Inc. | 0.35% | 179,913 | $28.1M | Add +1072.9% |
| MCD McDonald's Corp. | 0.34% | 94,658 | $27.7M | Add +9072.3% |
| ABBV Abbvie Inc. | 0.34% | 147,747 | $27.4M | Add +299.9% |
| WLK Westlake Corp. | 0.33% | 351,011 | $26.7M | Add +12724.7% |
| TWLO Twilio Inc. Class A | 0.33% | 213,759 | $26.6M | Add +52.0% |
| UNP Union Pacific Corp. | 0.33% | 115,426 | $26.6M | New |
| MELI MercadoLibre Inc. | 0.33% | 10,145 | $26.5M | Add +66.2% |
| NXPI NXP Semiconductors NV | 0.33% | 121,352 | $26.5M | Add +346.1% |
| SWK Stanley Black & Decker Inc. | 0.33% | 390,054 | $26.4M | Add +5186.7% |
| KEYS Keysight Technologies Inc. | 0.33% | 159,409 | $26.1M | Add +1690.1% |
| HPE Hewlett Packard Enterprise | 0.32% | 1,268,939 | $25.9M | New |
| AMZN Amazon.com Inc. | 0.32% | 117,949 | $25.9M | Add +1840.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 41,159 | $25.4M | Reduce -33.6% |
| CNC Centene Corp. | 0.31% | 458,778 | $24.9M | Add +60.3% |
| PCG P G & E Corp. | 0.31% | 1,764,584 | $24.6M | New |
| NRG NRG Energy Inc. | 0.30% | 152,520 | $24.5M | Add +113.2% |
| CRDO Credo Technology Group Holdi | 0.30% | 257,046 | $23.8M | Reduce -24.6% |
| SPOT Spotify Technology SA | 0.30% | 30,995 | $23.8M | Add +107.2% |
| TSN Tyson Foods Inc. Class A | 0.29% | 419,375 | $23.5M | Add +75.1% |
| HON Honeywell International Inc. | 0.29% | 99,701 | $23.2M | Add +915.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.29% | 22,042 | $22.9M | Add +33.6% |
| GDDY GoDaddy Inc. Class A | 0.28% | 126,968 | $22.9M | Add +497.8% |
| GWRE Guidewire Software Inc. | 0.28% | 95,904 | $22.6M | New |
| BROS Dutch Bros Inc. Class A | 0.28% | 329,995 | $22.6M | Add +22.1% |
| TDS Telephone and Data Systems | 0.28% | 633,249 | $22.5M | New |
| NTRA Natera Inc. | 0.28% | 132,766 | $22.4M | Reduce -18.4% |
| CRH CRH PLC | 0.27% | 240,090 | $22.0M | Add +219.2% |
| APP AppLovin Corp. Class A | 0.27% | 62,898 | $22.0M | Reduce -34.5% |
| EXR Extra Space Storage Inc. | 0.27% | 147,650 | $21.8M | Add +410.3% |
| CHTR Charter Communications Inc. Class A | 0.27% | 53,003 | $21.7M | Add +8407.7% |
| UPS United Parcel Service Class B | 0.27% | 213,139 | $21.5M | Add +0.7% |
| ABNB Airbnb Inc. Class A | 0.26% | 157,412 | $20.8M | Reduce -52.8% |
| BSX Boston Scientific Corp. | 0.26% | 192,984 | $20.7M | Reduce -13.3% |
| CVX Chevron Corp. | 0.25% | 142,524 | $20.4M | Add +2735.2% |
| FISV Fiserv Inc. | 0.25% | 116,857 | $20.1M | Add +1601.2% |
| ORCL Oracle Corp. | 0.25% | 90,717 | $19.8M | Add +321.6% |
| VLTO Veralto Corp. | 0.25% | 196,375 | $19.8M | Add +28.5% |
| CAH Cardinal Health Inc. | 0.25% | 117,360 | $19.7M | Add +313.8% |
| ETSY Etsy Inc. | 0.24% | 392,402 | $19.7M | Add +28.2% |
| OTIS Otis Worldwide Corp. | 0.24% | 195,342 | $19.3M | New |
| GEV GE Vernova Inc. | 0.24% | 36,537 | $19.3M | New |
| MRSH Marsh & McLennan Cos | 0.24% | 87,191 | $19.1M | Add +180.1% |
| XYZ Block Inc. | 0.23% | 272,388 | $18.5M | Add +457.5% |
| FLS Flowserve Corp. | 0.23% | 351,036 | $18.4M | Add +25.4% |
| LYFT LYFT Inc. Class A | 0.23% | 1,160,662 | $18.3M | Reduce -24.1% |
| GEHC GE Healthcare Technology | 0.23% | 246,672 | $18.3M | Reduce -6.0% |
| IOT Samsara Inc. Class A | 0.23% | 457,762 | $18.2M | Add +146.8% |
| BKR Baker Hughes Co. | 0.23% | 474,400 | $18.2M | Add +1314.5% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.23% | 251,875 | $18.1M | Add +48.6% |
| CPRT Copart Inc. | 0.23% | 368,910 | $18.1M | Add +4884.6% |
| VRT Vertiv Holdings Co. Class A | 0.23% | 140,923 | $18.1M | Reduce -62.7% |
| FBIN Fortune Brands Innovations I | 0.22% | 349,990 | $18.0M | Add +198.1% |
Portfolio Sells Q1 2025 → Q2 2025
| PNC PNC Financial Services Group | Reduce -94.2% | 0.02% | −0.47 |
| HD Home Depot Inc. | Reduce -89.2% | 0.04% | −0.45 |
| ECL Ecolab Inc. | Reduce -87.3% | 0.05% | −0.44 |
| ABNB Airbnb Inc. Class A | Reduce -52.8% | 0.26% | −0.41 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.38 |
| ONON On Holding AG Class A | Reduce -83.7% | 0.06% | −0.36 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -22.7% | 0.72% | −0.35 |
| LMT Lockheed Martin Corp. | Reduce -50.6% | 0.21% | −0.35 |
| MRK Merck & Co. Inc. | Reduce -98.8% | 0.00% | −0.33 |
| DIS The Walt Disney Co. | Reduce -90.0% | 0.03% | −0.32 |
| DXCM Dexcom Inc. | Reduce -95.7% | 0.01% | −0.32 |
| ANET Arista Networks Inc. | Reduce -70.3% | 0.13% | −0.32 |
| A Agilent Technologies Inc. | Reduce -93.3% | 0.02% | −0.31 |
| C Citigroup Inc. | Sold out | 0.00% | −0.30 |
| CSX CSX Corp. | Reduce -96.2% | 0.01% | −0.30 |
| EVR Evercore Inc. Class A | Sold out | 0.00% | −0.30 |
| COST Costco Wholesale Corp. | Reduce -45.9% | 0.21% | −0.30 |
| MDT Medtronic PLC | Reduce -89.8% | 0.02% | −0.29 |
| KLAC KLA Corp. | Reduce -90.6% | 0.03% | −0.29 |
| LOW Lowe's Cos Inc. | Reduce -91.8% | 0.02% | −0.29 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.28 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -64.4% | 0.11% | −0.27 |
| CAG Conagra Brands Inc. | Reduce -68.5% | 0.06% | −0.27 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −0.27 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -33.6% | 0.32% | −0.27 |
| DASH DoorDash Inc. Class A | Reduce -93.2% | 0.02% | −0.26 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.25 |
| QCOM Qualcomm Inc. | Reduce -89.7% | 0.02% | −0.25 |
| PNR Pentair PLC | Reduce -91.5% | 0.02% | −0.24 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.24 |
| AVY Avery Dennison Corp. | Reduce -92.7% | 0.01% | −0.24 |
| MCO Moody's Corp. | Reduce -90.8% | 0.02% | −0.24 |
| HUM Humana Inc. | Reduce -45.9% | 0.14% | −0.24 |
| VRT Vertiv Holdings Co. Class A | Reduce -62.7% | 0.23% | −0.23 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.23 |
| FTNT Fortinet Inc. | Reduce -62.0% | 0.10% | −0.23 |
| LTH Life Time Group Holdings Inc. | Reduce -72.3% | 0.06% | −0.22 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.22 |
| EXPE Expedia Group Inc. | Reduce -94.5% | 0.01% | −0.21 |
| DD Dupont DE Nemours Inc. | Reduce -93.0% | 0.01% | −0.21 |
| SHAK Shake Shack Inc. Class A | Reduce -93.3% | 0.02% | −0.21 |
| PFE Pfizer Inc. | Reduce -47.4% | 0.13% | −0.21 |
| DOV Dover Corp. | Reduce -86.3% | 0.02% | −0.21 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.21 |
| MTD Mettler-Toledo International | Sold out | 0.00% | −0.20 |
| NXST Nexstar Media Group Inc. | Reduce -84.4% | 0.03% | −0.20 |
| JXN Jackson Financial Inc. Class A | Reduce -92.9% | 0.01% | −0.20 |
| EQT Eqt Corp. | Reduce -74.1% | 0.05% | −0.20 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -83.3% | 0.03% | −0.20 |
| LNG Cheniere Energy Inc. | Reduce -60.0% | 0.09% | −0.19 |
Portfolio Buys Q1 2025 → Q2 2025
| SJM The JM Smucker Co. | New | 1.37% | +1.37 |
| VTR Ventas Inc. | Add +863.6% | 0.90% | +0.77 |
| SBRA Sabra Health Care REIT Inc. | Add +3190.3% | 0.73% | +0.70 |
| CHD Church & Dwight Co. Inc. | New | 0.64% | +0.64 |
| UDR Udr Inc. | New | 0.60% | +0.60 |
| FR First Industrial Realty TR | Add +1339.7% | 0.65% | +0.58 |
| CCI Crown Castle Inc. | Add +15775.2% | 0.50% | +0.49 |
| GM General Motors Co. | Add +200.3% | 0.78% | +0.45 |
| WY Weyerhaeuser Co. | Add +1493.1% | 0.49% | +0.45 |
| UBER Uber Technologies Inc. | New | 0.43% | +0.43 |
| NVDA Nvidia Corp. | Add +171.8% | 0.66% | +0.43 |
| SHEL Shell PLC-ADR | Add +16081.4% | 0.43% | +0.43 |
| TRP TC Energy Corp. | New | 0.43% | +0.43 |
| SNOW Snowflake Inc. | Add +147.3% | 0.66% | +0.43 |
| SBAC SBA Communications Corp. | New | 0.42% | +0.42 |
| T AT&T Inc. | Add +1378.7% | 0.46% | +0.42 |
| PECO Phillips Edison & Company Inc. | New | 0.41% | +0.41 |
| ESS Essex Property Trust Inc. | Add +4061.8% | 0.42% | +0.40 |
| WMT Walmart Inc. | Add +160.4% | 0.75% | +0.40 |
| PODD Insulet Corp. | Add +1798.5% | 0.40% | +0.37 |
| MSFT Microsoft Corp. | New | 0.37% | +0.37 |
| AKR Acadia Realty Trust | New | 0.37% | +0.37 |
| DINO HF Sinclair Corp. | Add +1068.6% | 0.40% | +0.36 |
| FDX FedEx Corp. | Add +1605.6% | 0.38% | +0.34 |
| MCD McDonald's Corp. | Add +9072.3% | 0.34% | +0.34 |
| UNP Union Pacific Corp. | New | 0.33% | +0.33 |
| WLK Westlake Corp. | Add +12724.7% | 0.33% | +0.33 |
| HPE Hewlett Packard Enterprise | New | 0.32% | +0.32 |
| ADI Analog Devices Inc. | Add +519.4% | 0.39% | +0.32 |
| SWK Stanley Black & Decker Inc. | Add +5186.7% | 0.33% | +0.32 |
| ZTS Zoetis Inc. | Add +1072.9% | 0.35% | +0.31 |
| PCG P G & E Corp. | New | 0.31% | +0.31 |
| KEYS Keysight Technologies Inc. | Add +1690.1% | 0.33% | +0.30 |
| AMZN Amazon.com Inc. | Add +1840.3% | 0.32% | +0.30 |
| PLTR Palantir Technologies Inc. Class A | Add +313.4% | 0.36% | +0.29 |
| GWRE Guidewire Software Inc. | New | 0.28% | +0.28 |
| TDS Telephone and Data Systems | New | 0.28% | +0.28 |
| CRM Salesforce Inc. | Add +181.8% | 0.52% | +0.28 |
| BRX Brixmor Property Group Inc. | Add +402.6% | 0.37% | +0.27 |
| CHTR Charter Communications Inc. Class A | Add +8407.7% | 0.27% | +0.27 |
| CMG Chipotle Mexican Grill Inc. | Add +155.4% | 0.48% | +0.25 |
| INTU Intuit Inc. | Add +278.4% | 0.35% | +0.25 |
| HON Honeywell International Inc. | Add +915.9% | 0.29% | +0.25 |
| JCI Johnson Controls Internation | Add +172.9% | 0.40% | +0.25 |
| ISRG Intuitive Surgical Inc. | Add +298.2% | 0.36% | +0.25 |
| NXPI NXP Semiconductors NV | Add +346.1% | 0.33% | +0.24 |
| OTIS Otis Worldwide Corp. | New | 0.24% | +0.24 |
| GEV GE Vernova Inc. | New | 0.24% | +0.24 |
| CVX Chevron Corp. | Add +2735.2% | 0.25% | +0.24 |
| MSI Motorola Solutions Inc. | Add +306.5% | 0.36% | +0.24 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,192 | $7.7B | BKH, FWONK, GM, MA, ITT |
| Q1 2026 | 2,137 | $8.0B | TMUS, GM, BKH, MSFT, MA |
| Q4 2025 | 2,051 | $8.4B | QQQ, SPY, INVH, SBRA, ADC |
| Q3 2025 | 2,111 | $8.7B | QQQ, SPY, SBRA, VTR, INVH |
| Q2 2025 | 2,114 | $8.0B | SJM, VTR, GM, WMT, SBRA |
| Q1 2025 | 2,109 | $5.9B | QQQ, ABNB, TEAM, SPY, LMT |
| Q4 2024 | 2,178 | $5.7B | QQQ, KLAC, BKNG, UBER, CVS |
| Q3 2024 | 2,068 | $5.1B | QQQ, COST, BMY, RBLX, GOOGL |
| Q2 2024 | 1,878 | $4.4B | CEG, QCOM, NOC, PYPL, BMY |
| Q1 2024 | 1,866 | $3.8B | SPY, AAPL, CRWD, NKE, ADP |