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Engineers Gate Manager LP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1620220
Institutional-grade research for retail investors

Sector Allocation

  • Technology20.1%$1.5B
  • Industrials12.9%$992.7M
  • Financials12.6%$973.7M
  • Consumer Discretionary12.3%$949.5M
  • Healthcare8.9%$684.4M
  • Materials8.2%$629.8M
  • Energy6.1%$470.5M
  • Consumer Staples5.3%$406.6M
  • Real Estate5.0%$388.4M
  • Communication Services4.5%$349.3M

AUM History

13fpro.ai/research/fund/engineers-gate-manager-lp-1620220

Conviction and streaks

Concentrating · top 10 = 10.3%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

BKH$BKHConviction hold1.4% weight · held 10 quartersGM$GMConviction hold1.3% weight · held 10 quartersMA$MAConviction hold1.1% weight · held 10 quartersITT$ITTConviction hold1.0% weight · held 9 quartersTPR$TPRConviction hold0.9% weight · held 10 quartersENPH$ENPHAccumulating+2698% shares · 6 quarters runningBA$BAAccumulating+16426% shares · 5 quarters runningSGI$SGIAccumulating+9021% shares · 5 quarters runningDOCS$DOCSAccumulating+1862% shares · 5 quarters runningSBSW$SBSWAccumulating+2578% shares · 5 quarters runningIDCC$IDCCTrimming-94% shares · 5 quarters runningTREE$TREETrimming-90% shares · 5 quarters runningBOOM$BOOMTrimming-55% shares · 5 quarters runningNVDA$NVDATrimming-60% shares · 4 quarters runningPLTR$PLTRTrimming-87% shares · 4 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/engineers-gate-manager-lp-1620220

Engineers Gate Manager LP 13F holdings — Q2 2026

$7.7B portfolio (-3.6% QoQ) · 2,192 holdings · Q2 2026 13F · top 10 are 10% of the stock portfolio

All holdings — Engineers Gate Manager LP (Q2 2026)

2,192 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

Company
DECK$DECKDECKERS OUTDOOR CORP$56.1M+1894%
MUSA$MUSAMurphy USA Inc.$55.5MNew
PH$PHParker-Hannifin Corp$55.0M-28%
CRH$CRHCRH PUBLIC LTD CO$49.4M+1838%
TGT$TGTTARGET CORP$48.7M+4119%
LYV$LYVLive Nation Entertainment, Inc.$48.3MNew
JBL$JBLJABIL INC$47.0M+162%
SU$SUSUNCOR ENERGY INC$47.0M+350%
MMM$MMM3M CO$46.6M+74%
FCX$FCXFREEPORT-MCMORAN INC$43.6M+12%
XYZ$XYZBlock, Inc.$43.4M+2575%
PFGC$PFGCPerformance Food Group Co$42.9M+77%
LUV$LUVSOUTHWEST AIRLINES CO$41.9M+75%
AMAT$AMATAPPLIED MATERIALS INC /DE$40.1M-36%
SNOW$SNOWSnowflake Inc.$39.9M+434%

What changed in Q2 2026

Against the previous quarter's 13F: 585 new, 698 added to, 896 trimmed, 530 sold out. Share-count changes; largest moves by dollar size first.

New positions (585)

  • SGI$SGISOMNIGROUP INTERNATIONAL INC.$60.0M

    first bought this quarter

  • PPG$PPGPPG INDUSTRIES INC$36.9M

    first bought this quarter

  • LFUS$LFUSLITTELFUSE INC /DE$35.1M

    first bought this quarter

  • ECL$ECLECOLAB INC.$30.5M

    first bought this quarter

  • CBRS$CBRSCerebras Systems Inc.$21.8M

    first bought this quarter

  • IR$IRIngersoll Rand Inc.$20.6M

    first bought this quarter

+579 more in the Excel export

Added to (698)

  • FWONA$FWONALiberty Media Corp+894%

    now $99.8M · held 5 qtrs, 3 adds in a row

  • AMZN$AMZNAMAZON COM INC+785%

    now $68.7M · held 10+ qtrs

  • TPR$TPRTAPESTRY, INC.+558%

    now $69.2M · held 10+ qtrs, 2 adds in a row

  • DECK$DECKDECKERS OUTDOOR CORP+1894%

    now $56.1M · held 10+ qtrs

  • SHEL$SHELShell plc+301%

    now $65.2M · held 10+ qtrs, 2 adds in a row

  • TGT$TGTTARGET CORP+4119%

    now $48.7M · held 2 qtrs, 2 adds in a row

+692 more in the Excel export

Trimmed (896)

  • MU$MUMICRON TECHNOLOGY INC-89%

    now $13.0M · held 5 qtrs

  • TMUS$TMUST-Mobile US, Inc.-87%

    now $11.1M

  • ARMK$ARMKAramark-83%

    now $14.6M · held 4 qtrs

  • SBAC$SBACSBA COMMUNICATIONS CORP-99%

    now $956K

  • PECO$PECOPhillips Edison & Company, Inc.-83%

    now $12.4M · held 5 qtrs, 3 trims in a row

  • BNY$BNYBank of New York Mellon Corp-98%

    now $1.3M

+890 more in the Excel export

Sold out (530)

  • SPY$SPYSPDR S&P 500 ETF TRUSTwas $59.0M

    held 9+ qtrs

  • EAT$EATBRINKER INTERNATIONAL, INCwas $47.7M

    held 9+ qtrs

  • AKR$AKRACADIA REALTY TRUSTwas $38.7M

    held 4 qtrs

  • CAKE$CAKECHEESECAKE FACTORY INCwas $30.3M

    held 4 qtrs

  • TLN$TLNTalen Energy Corpwas $29.0M

    held 1 qtr

  • TWLO$TWLOTWILIO INCwas $24.8M

+524 more in the Excel export

Firm AUM (Form ADV): $23.2B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Engineers Gate Manager LP has filed, 41 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Engineers Gate Manager's top 20 holdings: 63/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

-4.8%

Value-weighted move of the 10 largest stock positions

Turnover

47%

Last quarter; 181% over the last 4

Top 10 weight

10%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

66%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Engineers Gate Manager LP disclosed 2,192 positions worth $7.7B in its Form 13F-HR for Q2 2026, led by $BKH (BLACK HILLS CORP /SD/) at 1.4% of the equity portfolio, followed by $FWONA and $GM. During the quarter the fund opened 585 new positions and exited 530 — including a new stake in $SGI and a full exit from $SPY. The portfolio is most concentrated in Technology (20.1% of disclosed assets). All figures are sourced directly from Engineers Gate Manager LP’s Form 13F-HR filing with the SEC under CIK 1620220.

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AI-Powered Hedge Fund Analysis: Engineers Gate Manager LP

13F Pro is an AI hedge fund tracker and stock research platform. For Engineers Gate Manager LP (SEC CIK: 1620220), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Engineers Gate Manager LP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.