Engineers Gate Manager LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$8.0B
Holdings
2,114
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (2,114 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SJMSMUCKER J M CO | 1,119,100 | $109.9B | 1367.16% | |
| 2 | VENVENTAS INC | 1,150,977 | $72.7B | 904.23% | |
| 3 | GMGENERAL MTRS CO | 1,282,075 | $63.1B | 784.89% | |
| 4 | WMTWALMART INC | 612,524 | $59.9B | 745.10% | |
| 5 | SBCSABRA HEALTH CARE REIT INC | 3,179,303 | $58.6B | 729.34% | |
| 6 | NDQINVESCO QQQ TR | 104,986 | $57.9B | 720.49% | |
| 7 | TEAMATLASSIAN CORPORATION | 262,308 | $53.3B | 662.73% | |
| 8 | SNOWSNOWFLAKE INC | 237,887 | $53.2B | 662.24% | |
| 9 | NVDANVIDIA CORPORATION | 335,642 | $53.0B | 659.70% | |
| 10 | FRFIRST INDL RLTY TR INC | 1,081,925 | $52.1B | 647.82% | |
| 11 | CHDCHURCH & DWIGHT CO INC | 534,782 | $51.4B | 639.42% | |
| 12 | UDRUDR INC | 1,186,795 | $48.5B | 602.83% | |
| 13 | VVISA INC | 130,279 | $46.3B | 575.44% | |
| 14 | ITGARTNER INC | 112,411 | $45.4B | 565.28% | |
| 15 | ADBEADOBE INC | 111,956 | $43.3B | 538.84% | |
| 16 | GLWCORNING INC | 810,411 | $42.6B | 530.21% | |
| 17 | RBLXROBLOX CORP | 402,876 | $42.4B | 527.26% | |
| 18 | CRMSALESFORCE INC | 154,250 | $42.1B | 523.28% | |
| 19 | 8CWCROWN CASTLE INC | 390,054 | $40.1B | 498.50% | |
| 20 | WYWEYERHAEUSER CO MTN BE | 1,541,909 | $39.6B | 492.79% | |
| 21 | MSCIMSCI INC | 67,823 | $39.1B | 486.63% | |
| 22 | CMGCHIPOTLE MEXICAN GRILL INC | 694,028 | $39.0B | 484.80% | |
| 23 | TAT&T INC | 1,267,069 | $36.7B | 456.18% | |
| 24 | HUBSHUBSPOT INC | 65,149 | $36.3B | 451.14% | |
| 25 | UBERUBER TECHNOLOGIES INC | 374,497 | $34.9B | 434.68% | |
| 26 | SHELSHELL PLC | 495,636 | $34.9B | 434.15% | |
| 27 | METAMETA PLATFORMS INC | 47,218 | $34.9B | 433.57% | |
| 28 | TRPTC ENERGY CORP | 708,833 | $34.6B | 430.24% | |
| 29 | MAMASTERCARD INCORPORATED | 59,873 | $33.6B | 418.56% | |
| 30 | ESSESSEX PPTY TR INC | 118,402 | $33.6B | 417.44% | |
| 31 | SBACSBA COMMUNICATIONS CORP NEW | 142,738 | $33.5B | 417.01% | |
| 32 | PECOPHILLIPS EDISON & CO INC | 933,339 | $32.7B | 406.74% | |
| 33 | JCIJOHNSON CTLS INTL PLC | 307,162 | $32.4B | 403.60% | |
| 34 | DINOHF SINCLAIR CORP | 786,606 | $32.3B | 402.00% | |
| 35 | PODDINSULET CORP | 101,625 | $31.9B | 397.21% | |
| 36 | TERTERADYNE INC | 353,978 | $31.8B | 395.98% | |
| 37 | ADIANALOG DEVICES INC | 132,679 | $31.6B | 392.88% | |
| 38 | FDXFEDEX CORP | 133,091 | $30.3B | 376.36% | |
| 39 | CDWCDW CORP | 169,201 | $30.2B | 375.92% | |
| 40 | BRXBRIXMOR PPTY GROUP INC | 1,155,135 | $30.1B | 374.21% | |
| 41 | MSFTMICROSOFT CORP | 59,943 | $29.8B | 370.93% | |
| 42 | AKRACADIA RLTY TR | 1,603,162 | $29.8B | 370.36% | |
| 43 | DUOLDUOLINGO INC | 72,071 | $29.6B | 367.63% | |
| 44 | PLTRPALANTIR TECHNOLOGIES INC | 214,709 | $29.3B | 364.12% | |
| 45 | MSIMOTOROLA SOLUTIONS INC | 69,127 | $29.1B | 361.59% | |
| 46 | GDGENERAL DYNAMICS CORP | 98,430 | $28.7B | 357.14% | |
| 47 | ISRGINTUITIVE SURGICAL INC | 52,668 | $28.6B | 356.05% | |
| 48 | INTUINTUIT | 36,055 | $28.4B | 353.29% | |
| 49 | ZTSZOETIS INC | 179,913 | $28.1B | 349.05% | |
| 50 | MCDMCDONALDS CORP | 94,658 | $27.7B | 344.06% | |
| 51 | ABBVABBVIE INC | 147,747 | $27.4B | 341.18% | |
| 52 | UEOWESTLAKE CORPORATION | 351,011 | $26.7B | 331.57% | |
| 53 | TWLOTWILIO INC | 213,759 | $26.6B | 330.71% | |
| 54 | UNPUNION PAC CORP | 115,426 | $26.6B | 330.39% | |
| 55 | MLB1MERCADOLIBRE INC | 10,145 | $26.5B | 329.86% | |
| 56 | NXPINXP SEMICONDUCTORS N V | 121,352 | $26.5B | 329.85% | |
| 57 | SWKSTANLEY BLACK & DECKER INC | 390,054 | $26.4B | 328.76% | |
| 58 | KEYSKEYSIGHT TECHNOLOGIES INC | 159,409 | $26.1B | 324.96% | |
| 59 | HPEHEWLETT PACKARD ENTERPRISE C | 1,268,939 | $25.9B | 322.83% | |
| 60 | AMZNAMAZON COM INC | 117,949 | $25.9B | 321.92% | |
| 61 | SPYSPDR S&P 500 ETF TR | 41,159 | $25.4B | 316.36% | |
| 62 | CNCCENTENE CORP DEL | 458,778 | $24.9B | 309.80% | |
| 63 | PCGPG&E CORP | 1,764,584 | $24.6B | 306.02% | |
| 64 | NRANRG ENERGY INC | 152,520 | $24.5B | 304.69% | |
| 65 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 257,046 | $23.8B | 296.08% | |
| 66 | SPOTSPOTIFY TECHNOLOGY S A | 30,995 | $23.8B | 295.88% | |
| 67 | TSNTYSON FOODS INC | 419,375 | $23.5B | 291.85% | |
| 68 | HONHONEYWELL INTL INC | 99,701 | $23.2B | 288.85% | |
| 69 | GWWGRAINGER W W INC | 22,042 | $22.9B | 285.25% | |
| 70 | GDDYGODADDY INC | 126,968 | $22.9B | 284.41% | |
| 71 | GWREGUIDEWIRE SOFTWARE INC | 95,904 | $22.6B | 280.92% | |
| 72 | BROSDUTCH BROS INC | 329,995 | $22.6B | 280.68% | |
| 73 | TDSTELEPHONE & DATA SYS INC | 633,249 | $22.5B | 280.30% | |
| 74 | NTRANATERA INC | 132,766 | $22.4B | 279.04% | |
| 75 | RHCRH PLC | 240,090 | $22.0B | 274.19% | |
| 76 | APPAPPLOVIN CORP | 62,898 | $22.0B | 273.93% | |
| 77 | EXREXTRA SPACE STORAGE INC | 147,650 | $21.8B | 270.82% | |
| 78 | CHTRCHARTER COMMUNICATIONS INC N | 53,003 | $21.7B | 269.56% | |
| 79 | UPSUNITED PARCEL SERVICE INC | 213,139 | $21.5B | 267.65% | |
| 80 | ABNBAIRBNB INC | 157,412 | $20.8B | 259.16% | |
| 81 | BSXBOSTON SCIENTIFIC CORP | 192,984 | $20.7B | 257.87% | |
| 82 | CVXCHEVRON CORP NEW | 142,524 | $20.4B | 253.89% | |
| 83 | FISVFISERV INC | 116,857 | $20.1B | 250.64% | |
| 84 | ORCLORACLE CORP | 90,717 | $19.8B | 246.74% | |
| 85 | VLTOVERALTO CORP | 196,375 | $19.8B | 246.62% | |
| 86 | CAHCARDINAL HEALTH INC | 117,360 | $19.7B | 245.28% | |
| 87 | ETSYETSY INC | 392,402 | $19.7B | 244.87% | |
| 88 | OTISOTIS WORLDWIDE CORP | 195,342 | $19.3B | 240.63% | |
| 89 | GEVGE VERNOVA INC | 36,537 | $19.3B | 240.52% | |
| 90 | MRSHMARSH & MCLENNAN COS INC | 87,191 | $19.1B | 237.16% | |
| 91 | XYZBLOCK INC | 272,388 | $18.5B | 230.19% | |
| 92 | FLSFLOWSERVE CORP | 351,036 | $18.4B | 228.62% | |
| 93 | LYFTLYFT INC | 1,160,662 | $18.3B | 227.56% | |
| 94 | GEHCGE HEALTHCARE TECHNOLOGIES I | 246,672 | $18.3B | 227.30% | |
| 95 | IOTSAMSARA INC | 457,762 | $18.2B | 226.54% | |
| 96 | BKRBAKER HUGHES COMPANY | 474,400 | $18.2B | 226.27% | |
| 97 | TTDTHE TRADE DESK INC | 251,875 | $18.1B | 225.58% | |
| 98 | CPRTCOPART INC | 368,910 | $18.1B | 225.20% | |
| 99 | VRTVERTIV HOLDINGS CO | 140,923 | $18.1B | 225.12% | |
| 100 | FBINFORTUNE BRANDS INNOVATIONS I | 349,990 | $18.0B | 224.15% |
Page 1 of 22Next