Engineers Gate Manager LP

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$8.4B

Total Positions

2,051

New This Quarter

543

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

QQQ2.91%

SPY1.56%

INVH1.36%

SBRA1.02%

ADC1.01%

FR0.93%

PECO0.92%

AKR0.91%

ITT0.90%

IRT0.89%

Other11.02%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

COGT5Q held

COGENT BIOSCIENCES INC C

Avg $7.72 · $775,279 est. P&L

Est. P&L

+381.04%

AGX8Q held

Argan Inc

Avg $90.37 · $1.5M est. P&L

Est. P&L

+248.63%

RDDT6Q held

Reddit Inc

Avg $68.03 · $4.8M est. P&L

Est. P&L

+243.04%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 2051 — sorted by value)

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
QQQ INVESCO QQQ TR	399,690	$245.5M	2.9%	—	$580.52	+6.70%	7 qtrs	Increased 74
SPY SPDR S&P 500 ETF TR	193,240	$131.8M	1.6%	—	$640.68	+7.23%	8 qtrs	Increased 53
INVH Invitation Homes Inc	4.1M	$114.9M	1.4%	—	$28.61	-2.26%	11 qtrs	Increased 60
SBRA Sabra Health Care REIT Inc	4.5M	$86.1M	1.0%	—	$17.68	+5.85%	7 qtrs	Decreased 0
ADC Agree Realty Corp	1.2M	$85.2M	1.0%	—	$72.23	+0.11%	6 qtrs	Increased 76
FR First Industrial Realty Trust Inc	1.4M	$78M	0.9%	—	$48.71	+18.44%	11 qtrs	Decreased 0
PECO PHILLIPS EDISON & CO INC	2.2M	$77.6M	0.9%	—	$33.93	+5.40%	3 qtrs	Decreased 0
AKR ACADIA RLTY TR	3.8M	$77.1M	0.9%	—	$19.24	+7.07%	3 qtrs	Increased 51
ITT ITT Inc	436,889	$75.8M	0.9%	—	$175.38	+0.74%	7 qtrs	Increased 68
IRT Independence Realty Trust Inc	4.3M	$75.2M	0.9%	—	$17.59	+0.05%	2 qtrs	Increased 67
SYY Sysco Corp	1M	$74.6M	0.9%	—	$79.05	-6.82%	2 qtrs	Increased 53
PG Procter & Gamble Co/The	508,380	$72.9M	0.9%	—	$149.13	-4.09%	2 qtrs	Increased 55
BSX Boston Scientific Corp	706,897	$67.4M	0.8%	—	$96.47	-0.48%	11 qtrs	Increased 52
EQIX Equinix Inc	85,913	$65.8M	0.8%	—	$774.26	-0.59%	4 qtrs	Increased 64
MKC McCormick & Co Inc/MD	947,314	$64.5M	0.8%	—	$68.48	0.00%	1 qtr	New 58
OTIS Otis Worldwide Corp	727,362	$63.5M	0.8%	—	$88.75	-1.29%	3 qtrs	Increased 67
VMC Vulcan Materials Co	217,587	$62.1M	0.7%	—	$291.63	-0.94%	2 qtrs	Increased 67
AMZN Amazon.com Inc	267,041	$61.6M	0.7%	—	$222.24	+4.63%	10 qtrs	Decreased 0
WY Weyerhaeuser Co	2.5M	$59.7M	0.7%	—	$24.96	-3.87%	4 qtrs	Increased 61
BKH Black Hills Corp	849,073	$58.9M	0.7%	—	$69.52	+0.10%	12 qtrs	Increased 67
SBAC SBA Communications Corp	302,883	$58.6M	0.7%	—	$208.21	-6.46%	3 qtrs	Decreased 0
RSP INVESCO EXCHANGE TRADED FD T	304,722	$58.4M	0.7%	—	$191.42	+0.93%	2 qtrs	Increased 67
RL Ralph Lauren Corp	157,122	$55.6M	0.7%	—	$345.24	+3.89%	9 qtrs	Increased 67
GM General Motors Co	667,440	$54.3M	0.6%	—	$48.37	+70.21%	16 qtrs	Decreased 0
TXT Textron Inc	594,879	$51.9M	0.6%	—	$83.96	+5.21%	9 qtrs	Decreased 0
Showing 25 of 2,051 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

CALXCalix Inc

Q4 2024 → Q4 2025+77,223 shares+$5.4M

OGEOGE Energy Corp

Q1 2025 → Q4 2025+297,187 shares+$12.7M

CHWYChewy Inc

Q1 2025 → Q4 2025+355,349 shares+$11.7M

Upgrade to Pro to see all accumulation streaks

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer