Engineers Gate Manager LP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Engineers Gate Manager LP reported 2,137 stock positions worth $8.0 billion. Its top holding was T-Mobile US (TMUS) at 1.3% of the portfolio, followed by General Motors (GM, 1.0%) and Black Hills (BKH, 0.9%). Compared with Q4 2025, it opened 618 new positions, sold out of 532, added to 858 and reduced 660. The biggest buy was T-Mobile US (TMUS, shares +781%) and the biggest sale an exit from Invesco QQQ Trust Series 1 (QQQ).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001620220
Portfolio Value
$8.0B (Q1 2026)
SEC Filing
0001620220-26-000004 ↗ filed May 15, 2026

Holdings Value

0$2.0B$4.0B$6.0B$8.0B$10.0B Q1 2024: $3.8B Q1 2024 Q2 2024: $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 $8.0B Q1 2026 Q2 2026: $7.7B Q2 2026

Holdings 2,137 stocks · $8.0B

TMUS T-Mobile US Inc. 1.33% 506,466 $106.4M Add +780.6%
GM General Motors Co. 1.01% 1,087,962 $81.1M Add +63.0%
BKH Black Hills Corp. 0.92% 1,062,853 $73.8M Add +25.2%
MSFT Microsoft Corp. 0.91% 196,159 $72.6M Add +2131.9%
MA Mastercard Inc. Class A 0.91% 145,023 $72.5M Add +381.5%
PH Parker Hannifin Corp. 0.87% 77,557 $69.4M Add +75.6%
PECO Phillips Edison & Company Inc. 0.82% 1,754,637 $65.7M Reduce -19.6%
SBAC SBA Communications Corp. 0.81% 376,341 $64.8M Add +24.3%
ARMK Aramark 0.77% 1,525,119 $61.8M Add +1201.4%
ITT Itt Inc. 0.77% 323,356 $61.6M Reduce -26.0%
VTR Ventas Inc. 0.76% 742,214 $60.7M Add +10.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.74% 90,680 $59.0M Reduce -53.1%
FR First Industrial Realty TR 0.66% 918,253 $53.1M Reduce -32.6%
CFG Citizens Financial Group 0.65% 862,098 $51.7M Add +138.6%
DAR Darling Ingredients Inc. 0.63% 816,987 $50.5M Add +66.4%
BP BP PLC-Spons ADR 0.63% 1,064,631 $50.0M Add +1067.0%
TW Tradeweb Markets Inc. Class A 0.62% 418,893 $49.3M Add +866.5%
C Citigroup Inc. 0.62% 434,398 $49.3M Add +201.9%
EAT Brinker International Inc. 0.60% 333,891 $47.7M Add +59.2%
FDX FedEx Corp. 0.59% 132,885 $47.3M New
AME Ametek Inc. 0.59% 220,177 $47.2M Add +1151.3%
IRT Independence Realty Trust Inc. 0.59% 3,153,316 $47.0M Reduce -26.7%
SBRA Sabra Health Care REIT Inc. 0.57% 2,364,334 $45.5M Reduce -48.0%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.56% 380,141 $45.1M Add +510.6%
ADC Agree Realty Corp. 0.56% 591,546 $44.6M Reduce -50.0%
SYY Sysco Corp. 0.50% 561,912 $40.1M Reduce -44.5%
AKR Acadia Realty Trust 0.48% 2,023,884 $38.7M Reduce -46.1%
FCX Freeport-McMoran Inc. 0.45% 617,735 $36.3M Reduce -15.4%
NOW ServiceNow Inc. 0.45% 347,234 $36.3M Add +1309.5%
WY Weyerhaeuser Co. 0.45% 1,466,843 $35.8M Reduce -41.8%
V Visa Inc. Class A 0.45% 118,542 $35.8M Reduce -10.4%
BRX Brixmor Property Group Inc. 0.45% 1,240,721 $35.7M Reduce -37.2%
FHN First Horizon Corp. 0.45% 1,569,172 $35.7M Add +81.3%
CNM Core & Main Inc. Class A 0.44% 710,791 $35.1M Add +621.3%
EWBC East West Bancorp Inc. 0.43% 323,558 $34.5M New
MU Micron Technology Inc. 0.43% 101,406 $34.3M Add +216.3%
ABNB Airbnb Inc. Class A 0.42% 268,651 $33.9M Add +330.3%
BA The Boeing Co. 0.41% 164,446 $32.7M Add +67.5%
GS Goldman Sachs Group Inc. 0.40% 37,752 $31.9M Add +14146.0%
BBY Best Buy Co. Inc. 0.39% 491,651 $31.6M Add +1017.8%
CAKE The Cheesecake Factory Inc. 0.38% 553,663 $30.3M Add +92.8%
AMAT Applied Materials Inc. 0.37% 86,809 $29.7M Add +341.4%
SCHW Schwab (charles) Corp. 0.37% 312,641 $29.4M Add +135.2%
TLN Talen Energy Corp. 0.36% 90,995 $29.0M New
HCA HCA Healthcare Inc. 0.36% 60,999 $28.9M Add +3015.4%
AS Amer Sports Inc. 0.35% 861,844 $28.4M Add +192.6%
PCTY Paylocity Holding Corp. 0.35% 260,994 $28.2M Add +253.7%
TXT Textron Inc. 0.35% 320,841 $28.1M Reduce -46.1%
DINO HF Sinclair Corp. 0.34% 440,394 $27.5M Reduce -19.1%
ALL Allstate Corp. 0.33% 128,977 $26.7M Add +126.2%
BR Broadridge Financial Solutio 0.33% 163,392 $26.5M New
TECK Teck Resources Ltd.-CLS B 0.33% 510,797 $26.4M Reduce -33.9%
EVR Evercore Inc. Class A 0.33% 88,415 $26.4M Add +129.0%
INSM Insmed Inc. 0.32% 158,792 $26.0M Add +189.9%
REXR Rexford Industrial Realty Inc. 0.32% 792,982 $26.0M Add +19.5%
SF Stifel Financial Corp. 0.32% 348,063 $25.7M Add +231.1%
FTNT Fortinet Inc. 0.31% 307,319 $25.1M Add +235.3%
EQH Equitable Holdings Inc. 0.31% 676,013 $25.1M Add +103.9%
TWLO Twilio Inc. Class A 0.31% 196,838 $24.8M Add +132.0%
BMRN Biomarin Pharmaceutical Inc. 0.31% 436,860 $24.7M Add +16.6%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.31% 155,852 $24.6M Add +9.9%
LRCX Lam Research Corp. 0.30% 112,881 $24.1M Add +587.2%
NVDA Nvidia Corp. 0.30% 138,248 $24.1M Reduce -9.4%
MMM 3M Co. 0.30% 165,284 $24.0M New
CNC Centene Corp. 0.30% 732,950 $24.0M Add +31.3%
TT Trane Technologies PLC 0.29% 56,449 $23.5M Add +529.7%
IVZ Invesco Ltd. 0.28% 921,326 $22.4M Reduce -13.2%
ORLY O'reilly Automotive Inc. 0.28% 242,022 $22.3M Add +175.4%
GXO Gxo Logistics Inc. 0.28% 429,538 $22.3M Reduce -44.0%
LLY Eli Lilly & Co. 0.27% 23,879 $22.0M Add +121.5%
CSTM Constellium SE 0.27% 884,103 $21.7M Reduce -15.7%
RBLX Roblox Corp. Class A 0.27% 383,562 $21.7M Add +30.6%
DVA Davita Inc. 0.27% 140,957 $21.7M Add +1580.1%
OTIS Otis Worldwide Corp. 0.27% 278,468 $21.5M Reduce -61.7%
FIVE Five Below 0.27% 93,217 $21.3M Add +220.2%
OMC Omnicom Group 0.27% 282,555 $21.3M Reduce -17.7%
SOLS Solstice Adv Materials Inc. 0.27% 279,061 $21.3M Add +771.7%
DOCU Docusign Inc. 0.26% 441,294 $20.9M Add +435.7%
EXE Expand Energy Corp. 0.26% 190,320 $20.9M New
OGE Oge Energy Corp. 0.26% 432,286 $20.7M Add +39.0%
COST Costco Wholesale Corp. 0.26% 20,688 $20.6M Add +317.9%
CVE Cenovus Energy Inc. 0.26% 773,466 $20.5M Add +812.3%
GLPI Gaming and Leisure Propertie 0.26% 459,887 $20.4M Add +1836.6%
DDOG Datadog Inc. Class A 0.25% 169,817 $20.0M Add +90.9%
ADI Analog Devices Inc. 0.25% 63,002 $20.0M Add +9.3%
APH Amphenol Corp. Class A 0.25% 157,377 $19.9M Reduce -4.7%
CCK Crown Holdings Inc. 0.25% 198,263 $19.9M Add +44.6%
P Everpure Inc. Class A 0.25% 336,617 $19.9M Reduce -18.9%
ALC Alcon Inc. filed as ALCON AG 0.25% 262,654 $19.8M Reduce -5.8%
UNM Unum Group 0.25% 270,547 $19.8M Reduce -7.6%
SSNC Ss&c Technologies Holdings 0.25% 291,429 $19.7M Add +2945.6%
USB US Bancorp 0.25% 377,671 $19.6M Reduce -57.7%
SHEL Shell PLC-ADR 0.24% 209,822 $19.5M Add +36.4%
AWI Armstrong World Industries 0.24% 115,334 $19.0M Add +49.3%
BSX Boston Scientific Corp. 0.24% 300,831 $18.9M Reduce -57.4%
TER Teradyne Inc. 0.23% 63,191 $18.7M Reduce -27.7%
PFGC Performance Food Group Co. 0.23% 216,782 $18.6M Reduce -46.0%
PCG P G & E Corp. 0.23% 1,055,471 $18.5M Add +150.0%
WDC Western Digital Corp. 0.23% 68,069 $18.4M Reduce -26.3%
ALGN Align Technology Inc. 0.23% 106,808 $18.3M Reduce -2.5%

Show all 2,137 holdings

Portfolio Sells Q4 2025 → Q1 2026

QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −2.91
INVH Invitation Homes Inc. Reduce -91.9% 0.10% −1.26
PG The Procter & Gamble Co. Reduce -99.7% 0.00% −0.86
SPY SS SPDR S&P 500 ETF Trust-US Reduce -53.1% 0.74% −0.83
MKC McCormick & Co.-Non VTG SHRS Reduce -88.5% 0.07% −0.70
RSP Invesco S&P 500 Equal Weight Sold out 0.00% −0.69
VMC Vulcan Materials Co. Reduce -91.0% 0.07% −0.67
AMZN Amazon.com Inc. Reduce -87.8% 0.08% −0.65
RL Ralph Lauren Corp. Reduce -95.9% 0.03% −0.63
EQIX Equinix Inc. Reduce -85.5% 0.15% −0.63
LIN Linde PLC Reduce -99.0% 0.01% −0.59
CHD Church & Dwight Co. Inc. Sold out 0.00% −0.58
BSX Boston Scientific Corp. Reduce -57.4% 0.24% −0.56
NVT Nvent Electric PLC Reduce -98.3% 0.01% −0.53
OTIS Otis Worldwide Corp. Reduce -61.7% 0.27% −0.49
ADC Agree Realty Corp. Reduce -50.0% 0.56% −0.45
SBRA Sabra Health Care REIT Inc. Reduce -48.0% 0.57% −0.45
SLG SL Green Realty Corp. Reduce -98.5% 0.01% −0.45
AKR Acadia Realty Trust Reduce -46.1% 0.48% −0.43
IBIT iShares Bitcoin Trust ETF Sold out 0.00% −0.42
CVS CVS Health Corp. Reduce -76.9% 0.12% −0.42
IR Ingersoll-Rand Inc. Sold out 0.00% −0.42
AMH American Homes 4 Rent- A Reduce -92.0% 0.03% −0.41
SYY Sysco Corp. Reduce -44.5% 0.50% −0.38
HSY The Hershey Co. Reduce -87.1% 0.07% −0.38
T AT&T Inc. Sold out 0.00% −0.38
CRM Salesforce Inc. Reduce -98.3% 0.00% −0.33
HDV iShares Core High Dividend E Sold out 0.00% −0.33
USB US Bancorp Reduce -57.7% 0.25% −0.32
LNG Cheniere Energy Inc. Reduce -92.3% 0.04% −0.32
MSI Motorola Solutions Inc. Sold out 0.00% −0.31
IRT Independence Realty Trust Inc. Reduce -26.7% 0.59% −0.30
MDB Mongodb Inc. Reduce -47.0% 0.14% −0.29
PFE Pfizer Inc. Sold out 0.00% −0.27
SGI Somnigroup International Inc. Sold out 0.00% −0.26
TXT Textron Inc. Reduce -46.1% 0.35% −0.26
MBLY Mobileye Global Inc. Class A Reduce -41.0% 0.18% −0.26
FR First Industrial Realty TR Reduce -32.6% 0.66% −0.26
WY Weyerhaeuser Co. Reduce -41.8% 0.45% −0.26
SPOT Spotify Technology SA Reduce -76.0% 0.07% −0.26
AMG Affiliated Managers Group Reduce -78.5% 0.07% −0.25
LAD Lithia Motors Inc. Sold out 0.00% −0.24
RIO Rio Tinto PLC-Spon ADR Sold out 0.00% −0.24
KBH KB Home Sold out 0.00% −0.24
UAL United Airlines Holdings Inc. Reduce -42.6% 0.22% −0.22
BRZE Braze Inc. Class A Sold out 0.00% −0.22
IEX Idex Corp. Reduce -97.5% 0.01% −0.22
HAS Hasbro Inc. Reduce -76.9% 0.08% −0.22
KVYO Klaviyo Inc. Class A Reduce -96.5% 0.00% −0.21
WBS Webster Financial Corp. Reduce -84.5% 0.05% −0.21

Portfolio Buys Q4 2025 → Q1 2026

TMUS T-Mobile US Inc. Add +780.6% 1.33% +1.19
MSFT Microsoft Corp. Add +2131.9% 0.91% +0.86
ARMK Aramark Add +1201.4% 0.77% +0.72
MA Mastercard Inc. Class A Add +381.5% 0.91% +0.70
FDX FedEx Corp. New 0.59% +0.59
BP BP PLC-Spons ADR Add +1067.0% 0.63% +0.59
TW Tradeweb Markets Inc. Class A Add +866.5% 0.62% +0.56
AME Ametek Inc. Add +1151.3% 0.59% +0.55
BNY Bank of New York Mellon Corp. Add +510.6% 0.56% +0.48
EWBC East West Bancorp Inc. New 0.43% +0.43
DAR Darling Ingredients Inc. Add +66.4% 0.63% +0.42
C Citigroup Inc. Add +201.9% 0.62% +0.42
NOW ServiceNow Inc. Add +1309.5% 0.45% +0.41
PH Parker Hannifin Corp. Add +75.6% 0.87% +0.41
GS Goldman Sachs Group Inc. Add +14146.0% 0.40% +0.40
CFG Citizens Financial Group Add +138.6% 0.65% +0.40
CNM Core & Main Inc. Class A Add +621.3% 0.44% +0.38
GM General Motors Co. Add +63.0% 1.01% +0.37
TLN Talen Energy Corp. New 0.36% +0.36
BBY Best Buy Co. Inc. Add +1017.8% 0.39% +0.36
HCA HCA Healthcare Inc. Add +3015.4% 0.36% +0.35
BR Broadridge Financial Solutio New 0.33% +0.33
ABNB Airbnb Inc. Class A Add +330.3% 0.42% +0.32
MU Micron Technology Inc. Add +216.3% 0.43% +0.32
AMAT Applied Materials Inc. Add +341.4% 0.37% +0.31
MMM 3M Co. New 0.30% +0.30
LRCX Lam Research Corp. Add +587.2% 0.30% +0.27
EXE Expand Energy Corp. New 0.26% +0.26
DVA Davita Inc. Add +1580.1% 0.27% +0.26
TT Trane Technologies PLC Add +529.7% 0.29% +0.25
SOLS Solstice Adv Materials Inc. Add +771.7% 0.27% +0.25
GLPI Gaming and Leisure Propertie Add +1836.6% 0.26% +0.24
CVE Cenovus Energy Inc. Add +812.3% 0.26% +0.24
EAT Brinker International Inc. Add +59.2% 0.60% +0.24
SSNC Ss&c Technologies Holdings Add +2945.6% 0.25% +0.24
SQM Quimica Y Minera Chil-SP ADR New 0.23% +0.23
FTNT Fortinet Inc. Add +235.3% 0.31% +0.23
AS Amer Sports Inc. Add +192.6% 0.35% +0.22
BKH Black Hills Corp. Add +25.2% 0.92% +0.22
OKTA Okta Inc. Add +5316.4% 0.23% +0.22
PCTY Paylocity Holding Corp. Add +253.7% 0.35% +0.22
ABT Abbott Laboratories New 0.22% +0.22
SF Stifel Financial Corp. Add +231.1% 0.32% +0.22
LUV Southwest Airlines Co. Add +4347.0% 0.22% +0.21
BBIO Bridgebio Pharma Inc. Add +1465.0% 0.23% +0.21
HBAN Huntington Bancshares Inc. Add +1605.4% 0.23% +0.21
INSM Insmed Inc. Add +189.9% 0.32% +0.21
SCHW Schwab (charles) Corp. Add +135.2% 0.37% +0.21
COST Costco Wholesale Corp. Add +317.9% 0.26% +0.21
CAKE The Cheesecake Factory Inc. Add +92.8% 0.38% +0.21

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