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 |
|---|---|---|---|---|---|
| 201 | CHWYCHEWY INC | 261,702 | $11.2B | 138.76% | |
| 202 | HUMHUMANA INC | 45,426 | $11.1B | 138.16% | |
| 203 | PANWPALO ALTO NETWORKS INC | 54,154 | $11.1B | 137.87% | |
| 204 | AOSSMITH A O CORP | 165,581 | $10.9B | 135.07% | |
| 205 | LITELUMENTUM HLDGS INC | 113,182 | $10.8B | 133.85% | |
| 206 | CARTMAPLEBEAR INC | 236,496 | $10.7B | 133.10% | |
| 207 | WSTWEST PHARMACEUTICAL SVSC INC | 48,848 | $10.7B | 132.96% | |
| 208 | VRSKVERISK ANALYTICS INC | 34,162 | $10.6B | 132.39% | |
| 209 | ALNYALNYLAM PHARMACEUTICALS INC | 32,630 | $10.6B | 132.37% | |
| 210 | FERGFERGUSON ENTERPRISES INC | 48,479 | $10.6B | 131.33% | |
| 211 | FISFIDELITY NATL INFORMATION SV | 129,565 | $10.5B | 131.22% | |
| 212 | GRNDGRINDR INC | 463,963 | $10.5B | 131.02% | |
| 213 | EDCONSOLIDATED EDISON INC | 104,503 | $10.5B | 130.46% | |
| 214 | HBANHUNTINGTON BANCSHARES INC | 621,078 | $10.4B | 129.50% | |
| 215 | VSTVISTRA CORP | 53,588 | $10.4B | 129.21% | |
| 216 | ANETARISTA NETWORKS INC | 101,502 | $10.4B | 129.19% | |
| 217 | RSGREPUBLIC SVCS INC | 41,766 | $10.3B | 128.14% | |
| 218 | PFEPFIZER INC | 417,194 | $10.1B | 125.81% | |
| 219 | CGNXCOGNEX CORP | 318,653 | $10.1B | 125.75% | |
| 220 | MKTXMARKETAXESS HLDGS INC | 45,188 | $10.1B | 125.55% | |
| 221 | LRNSTRIDE INC | 69,489 | $10.1B | 125.51% | |
| 222 | CLXCLOROX CO DEL | 83,153 | $10.0B | 124.21% | |
| 223 | PEPPEPSICO INC | 75,368 | $10.0B | 123.80% | |
| 224 | UFPIUFP INDUSTRIES INC | 99,017 | $9.8B | 122.39% | |
| 225 | SBUXSTARBUCKS CORP | 106,652 | $9.8B | 121.58% | |
| 226 | CNKCINEMARK HLDGS INC | 320,165 | $9.7B | 120.21% | |
| 227 | MSGSMADISON SQUARE GRDN SPRT COR | 46,146 | $9.6B | 119.95% | |
| 228 | MTSIMACOM TECH SOLUTIONS HLDGS I | 67,274 | $9.6B | 119.92% | |
| 229 | BRBRBELLRING BRANDS INC | 165,882 | $9.6B | 119.55% | |
| 230 | MPWRMONOLITHIC PWR SYS INC | 13,044 | $9.5B | 118.68% | |
| 231 | FSLRFIRST SOLAR INC | 57,567 | $9.5B | 118.55% | |
| 232 | WDAYWORKDAY INC | 39,626 | $9.5B | 118.31% | |
| 233 | FOXFOX CORP | 184,046 | $9.5B | 118.21% | |
| 234 | WMBWILLIAMS COS INC | 151,207 | $9.5B | 118.15% | |
| 235 | MLIMUELLER INDS INC | 118,844 | $9.4B | 117.50% | |
| 236 | OKEONEOK INC NEW | 114,717 | $9.4B | 116.50% | |
| 237 | ACNACCENTURE PLC IRELAND | 31,326 | $9.4B | 116.48% | |
| 238 | USHYISHARES TR | 245,704 | $9.2B | 114.66% | |
| 239 | FTVFORTIVE CORP | 175,145 | $9.1B | 113.59% | |
| 240 | SMGSCOTTS MIRACLE-GRO CO | 138,241 | $9.1B | 113.44% | |
| 241 | INTAINTAPP INC | 176,583 | $9.1B | 113.40% | |
| 242 | ALHCALIGNMENT HEALTHCARE INC | 648,104 | $9.1B | 112.88% | |
| 243 | STXSEAGATE TECHNOLOGY HLDNGS PL | 62,488 | $9.0B | 112.20% | |
| 244 | NDAQNASDAQ INC | 100,616 | $9.0B | 111.93% | |
| 245 | GEGE AEROSPACE | 34,842 | $9.0B | 111.57% | |
| 246 | MOSMOSAIC CO NEW | 245,551 | $9.0B | 111.44% | |
| 247 | AMEAMETEK INC | 49,346 | $8.9B | 111.09% | |
| 248 | BTSGBRIGHTSPRING HEALTH SVCS INC | 378,344 | $8.9B | 111.03% | |
| 249 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 201,594 | $8.9B | 110.93% | |
| 250 | TPLTEXAS PACIFIC LAND CORPORATI | 8,437 | $8.9B | 110.88% | |
| 251 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 28,650 | $8.8B | 109.91% | |
| 252 | IEIINSIGHT ENTERPRISES INC | 61,756 | $8.5B | 106.09% | |
| 253 | MORNMORNINGSTAR INC | 27,114 | $8.5B | 105.89% | |
| 254 | PVHPVH CORPORATION | 123,959 | $8.5B | 105.79% | |
| 255 | WMWASTE MGMT INC DEL | 36,351 | $8.3B | 103.48% | |
| 256 | CVLTCOMMVAULT SYS INC | 47,697 | $8.3B | 103.44% | |
| 257 | PENPENUMBRA INC | 32,040 | $8.2B | 102.29% | |
| 258 | UNHUNITEDHEALTH GROUP INC | 26,305 | $8.2B | 102.09% | |
| 259 | BBWIBATH & BODY WORKS INC | 273,172 | $8.2B | 101.82% | |
| 260 | WELLWELLTOWER INC | 53,206 | $8.2B | 101.76% | |
| 261 | ULSUL SOLUTIONS INC | 112,228 | $8.2B | 101.73% | |
| 262 | ORLYOREILLY AUTOMOTIVE INC | 90,534 | $8.2B | 101.51% | |
| 263 | ANAUTONATION INC | 41,069 | $8.2B | 101.49% | |
| 264 | FTNTFORTINET INC | 76,785 | $8.1B | 100.99% | |
| 265 | FFIVF5 INC | 27,577 | $8.1B | 100.97% | |
| 266 | ALBALBEMARLE CORP | 129,185 | $8.1B | 100.72% | |
| 267 | FTAIFTAI AVIATION LTD | 70,334 | $8.1B | 100.66% | |
| 268 | PRMBPRIMO BRANDS CORPORATION | 272,406 | $8.1B | 100.38% | |
| 269 | FIVEFIVE BELOW INC | 61,482 | $8.1B | 100.34% | |
| 270 | COMPCOMPASS INC | 1,282,229 | $8.1B | 100.18% | |
| 271 | CAKECHEESECAKE FACTORY INC | 128,474 | $8.1B | 100.15% | |
| 272 | MTZMASTEC INC | 47,024 | $8.0B | 99.70% | |
| 273 | CWCURTISS WRIGHT CORP | 16,366 | $8.0B | 99.47% | |
| 274 | AWIARMSTRONG WORLD INDS INC NEW | 48,638 | $7.9B | 98.29% | |
| 275 | CPAYCORPAY INC | 23,804 | $7.9B | 98.26% | |
| 276 | IEXIDEX CORP | 44,755 | $7.9B | 97.75% | |
| 277 | JNPJUNIPER NETWORKS INC | 196,649 | $7.9B | 97.69% | |
| 278 | SEICSEI INVTS CO | 87,117 | $7.8B | 97.39% | |
| 279 | KVYOKLAVIYO INC | 232,074 | $7.8B | 96.95% | |
| 280 | WMGWARNER MUSIC GROUP CORP | 285,948 | $7.8B | 96.90% | |
| 281 | WFCWELLS FARGO CO NEW | 96,223 | $7.7B | 95.91% | |
| 282 | AIZASSURANT INC | 38,979 | $7.7B | 95.77% | |
| 283 | BBYBEST BUY INC | 114,240 | $7.7B | 95.41% | |
| 284 | OWLBLUE OWL CAPITAL INC | 397,800 | $7.6B | 95.07% | |
| 285 | SAMBOSTON BEER INC | 40,042 | $7.6B | 95.05% | |
| 286 | CAVACAVA GROUP INC | 90,192 | $7.6B | 94.51% | |
| 287 | NXTNEXTRACKER INC | 139,508 | $7.6B | 94.36% | |
| 288 | PAYCPAYCOM SOFTWARE INC | 32,739 | $7.6B | 94.25% | |
| 289 | CEGCONSTELLATION ENERGY CORP | 23,456 | $7.6B | 94.18% | |
| 290 | GAPGAP INC | 346,969 | $7.6B | 94.14% | |
| 291 | ROOTROOT INC | 59,104 | $7.6B | 94.09% | |
| 292 | CALXCALIX INC | 141,954 | $7.6B | 93.93% | |
| 293 | AUANGLOGOLD ASHANTI PLC | 165,110 | $7.5B | 93.60% | |
| 294 | CTVACORTEVA INC | 100,894 | $7.5B | 93.55% | |
| 295 | BMYBRISTOL-MYERS SQUIBB CO | 160,697 | $7.4B | 92.54% | |
| 296 | HALOHALOZYME THERAPEUTICS INC | 141,697 | $7.4B | 91.70% | |
| 297 | SLBSCHLUMBERGER LTD | 216,381 | $7.3B | 90.99% | |
| 298 | CRBGCOREBRIDGE FINL INC | 205,803 | $7.3B | 90.89% | |
| 299 | RHRH | 38,611 | $7.3B | 90.79% | |
| 300 | LNCLINCOLN NATL CORP IND | 210,090 | $7.3B | 90.43% |