EGEngineers Gate Manager LP
Institutional investor · Portfolio as of Q1 2022
Top Holdings1,791 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HOME DEPOT INC | 64,882 | $19.4M | 0.8% | $280.48 | 0.00% | 1 qtr | New 55 |
COMCAST CORP-CLASS A | 402,317 | $18.8M | 0.7% | $38.38 | -1.94% | 6 qtrssince 2020-Q4 | Increased 64 |
INTUIT INC | 34,319 | $16.5M | 0.6% | $550.74 | -16.55% | 2 qtrssince 2021-Q4 | Increased 61 |
SERVICENOW INC | 29,009 | $16.2M | 0.6% | $115.35 | -0.48% | 3 qtrssince 2021-Q3 | Increased 64 |
SYNCHRONY FINANCIAL | 463,269 | $16.1M | 0.6% | $36.67 | -11.23% | 11 qtrssince 2019-Q3 | Increased 64 |
ADVANCED MICRO DEVICES | 145,542 | $15.9M | 0.6% | $109.44 | -0.09% | 3 qtrssince 2021-Q3 | Increased 64 |
TJX COMPANIES INC | 258,264 | $15.6M | 0.6% | $56.89 | -0.20% | 3 qtrssince 2021-Q3 | Increased 64 |
COSTCO WHOLESALE CORP | 26,891 | $15.5M | 0.6% | $534.70 | +2.38% | 3 qtrssince 2021-Q3 | Increased 64 |
SALESFORCE.COM INC | 72,472 | $15.4M | 0.6% | $232.55 | -10.25% | 7 qtrssince 2020-Q3 | Increased 59 |
WORKDAY INC-CLASS A | 63,167 | $15.1M | 0.6% | $251.45 | -3.93% | 13 qtrssince 2019-Q1 | Increased 64 |
LAM RESEARCH CORP | 25,731 | $13.8M | 0.5% | — | — | — | — |
STARBUCKS CORP | 149,601 | $13.6M | 0.5% | $83.79 | -1.45% | 8 qtrssince 2020-Q2 | Increased 64 |
AUTODESK INC | 63,138 | $13.5M | 0.5% | $216.45 | -0.97% | 10 qtrssince 2019-Q4 | Increased 64 |
NETFLIX INC | 35,823 | $13.4M | 0.5% | $39.75 | -4.02% | 5 qtrssince 2021-Q1 | Increased 64 |
MONSTER BEVERAGE CORP | 167,436 | $13.4M | 0.5% | $40.01 | -0.16% | 13 qtrssince 2019-Q1 | Increased 64 |
ZOETIS INC | 70,752 | $13.3M | 0.5% | $178.36 | +0.24% | 11 qtrssince 2019-Q3 | Increased 64 |
CROWDSTRIKE HOLDINGS INC - A | 58,140 | $13.2M | 0.5% | $55.08 | +3.07% | 10 qtrssince 2019-Q4 | Increased 64 |
CHARTER COMMUNICATIONS INC - CLASS A | 24,048 | $13.1M | 0.5% | $577.87 | -5.60% | 12 qtrssince 2019-Q2 | Increased 64 |
T-MOBILE US INC | 101,978 | $13.1M | 0.5% | $115.64 | +7.45% | 2 qtrssince 2021-Q4 | Increased 51 |
ECOLAB INC | 72,076 | $12.7M | 0.5% | $178.01 | -2.89% | 12 qtrssince 2019-Q2 | Increased 54 |
Engineers Gate Manager LP manages $2.6B across 1791 positions as of Q1 2022. Top holdings: HD (0.8%), CMCSA (0.7%), INTU (0.6%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 2/5.0.
Active quarter - 569 new positions, 741 exits, 678 increased. Top move: CMCSA (INCREASED, conviction 64). Portfolio: $2.6B across 1791 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer