EGEngineers Gate Manager LP
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,109 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRUST SERIES 1 CL USD INC | 135,890 | $63.7M | 1.1% | $502.69 | -7.05% | 4 qtrssince 2024-Q2 | Decreased 0 |
AIRBNB INC-CLASS A | 333,399 | $39.8M | 0.7% | $126.06 | -5.24% | 6 qtrssince 2023-Q4 | Increased 66 |
ATLASSIAN CORP-CL A | 164,541 | $34.9M | 0.6% | $207.77 | +4.92% | 9 qtrssince 2023-Q1 | Increased 66 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 61,955 | $34.7M | 0.6% | $550.53 | +0.06% | 5 qtrssince 2024-Q1 | Increased 56 |
LOCKHEED MARTIN CORP | 74,557 | $33.3M | 0.6% | $441.70 | -2.19% | 9 qtrssince 2023-Q1 | Increased 65 |
COSTCO WHOLESALE CORP | 32,164 | $30.4M | 0.5% | $893.62 | +4.94% | 8 qtrssince 2023-Q2 | Increased 66 |
VISA INC-CLASS A SHARES | 84,154 | $29.5M | 0.5% | $261.26 | +32.62% | 7 qtrssince 2023-Q3 | Increased 36 |
HOME DEPOT INC | 79,621 | $29.2M | 0.5% | $367.15 | -4.22% | 5 qtrssince 2024-Q1 | Increased 51 |
ECOLAB INC | 115,075 | $29.2M | 0.5% | $244.26 | +1.37% | 10 qtrssince 2022-Q4 | Increased 56 |
PNC FINANCIAL SERVICES GROUP | 165,032 | $29M | 0.5% | $166.88 | +0.05% | 5 qtrssince 2024-Q1 | Increased 55 |
VERTIV HOLDINGS CO-A | 377,633 | $27.3M | 0.5% | $91.84 | -19.23% | 12 qtrssince 2022-Q2 | Increased 55 |
ARISTA NETWORKS INC | 342,033 | $26.5M | 0.4% | $83.03 | -6.13% | 8 qtrssince 2023-Q2 | Increased 55 |
APPLOVIN CORP-CLASS A | 95,983 | $25.4M | 0.4% | $265.59 | -0.23% | 3 qtrssince 2024-Q3 | Increased 50 |
ON HLDG AG | 565,013 | $24.8M | 0.4% | $46.51 | -5.07% | 4 qtrssince 2024-Q2 | Increased 55 |
GARTNER INC | 55,551 | $23.3M | 0.4% | $460.96 | -9.27% | 22 qtrssince 2019-Q4 | Increased 47 |
UNITED PARCEL SERVICE-CL B | 211,703 | $23.3M | 0.4% | $114.19 | -8.85% | 8 qtrssince 2023-Q2 | Increased 55 |
NATERA INC | 162,808 | $23M | 0.4% | $116.98 | +23.04% | 13 qtrssince 2022-Q1 | Decreased 0 |
ZEBRA TECHNOLOGIES CORP-CL A | 80,493 | $22.7M | 0.4% | $309.61 | -9.31% | 4 qtrssince 2024-Q2 | Increased 55 |
META PLATFORMS INC-CLASS A | 39,377 | $22.7M | 0.4% | $588.74 | -2.26% | 2 qtrssince 2024-Q4 | Increased 36 |
BOSTON SCIENTIFIC CORP | 222,570 | $22.5M | 0.4% | $97.08 | +3.92% | 8 qtrssince 2023-Q2 | Increased 55 |
Engineers Gate Manager LP manages $5.9B across 2109 positions as of Q1 2025. Top holdings: QQQ (1.1%), ABNB (0.7%), TEAM (0.6%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 2/5.0.
Active quarter - 510 new positions, 579 exits, 866 increased. Top move: ABNB (INCREASED, conviction 66). Portfolio: $5.9B across 2109 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