EGEngineers Gate Manager LP
Institutional investor · Portfolio as of Q2 2025
Top Holdings2,114 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JM SMUCKER CO/THE | 1.1M | $109.9M | 1.4% | $93.39 | 0.00% | 1 qtr | New 69 |
VENTAS INC | 1.2M | $72.7M | 0.9% | $60.80 | +1.31% | 13 qtrssince 2022-Q2 | Increased 67 |
GENERAL MOTORS CO | 1.3M | $63.1M | 0.8% | $48.37 | +2.23% | 14 qtrssince 2022-Q1 | Increased 67 |
WALMART INC | 612,524 | $59.9M | 0.7% | $90.27 | +7.29% | 14 qtrssince 2022-Q1 | Increased 67 |
SABRA HEALTH CARE REIT INC | 3.2M | $58.6M | 0.7% | $17.04 | +0.24% | 5 qtrssince 2024-Q2 | Increased 67 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 104,986 | $57.9M | 0.7% | $502.69 | +8.76% | 5 qtrssince 2024-Q2 | Decreased 0 |
ATLASSIAN CORP-CL A | 262,308 | $53.3M | 0.7% | $205.74 | -1.66% | 10 qtrssince 2023-Q1 | Increased 59 |
SNOWFLAKE INC-CLASS A | 237,887 | $53.2M | 0.7% | $186.04 | +19.66% | 9 qtrssince 2023-Q2 | Increased 67 |
NVIDIA CORP | 335,642 | $53M | 0.7% | $143.46 | +9.95% | 10 qtrssince 2023-Q1 | Increased 67 |
FIRST INDL RLTY TR INC | 1.1M | $52.1M | 0.6% | $47.95 | -0.47% | 9 qtrssince 2023-Q2 | Increased 67 |
CHURCH & DWIGHT CO INC | 534,782 | $51.4M | 0.6% | $93.86 | 0.00% | 1 qtr | New 57 |
UDR INC | 1.2M | $48.5M | 0.6% | $38.83 | 0.00% | 1 qtr | New 57 |
VISA INC-CLASS A SHARES | 130,279 | $46.3M | 0.6% | $293.25 | +19.90% | 8 qtrssince 2023-Q3 | Increased 58 |
GARTNER INC | 112,411 | $45.4M | 0.6% | $431.52 | -6.67% | 23 qtrssince 2019-Q4 | Increased 66 |
ADOBE INC | 111,956 | $43.3M | 0.5% | $438.01 | -11.67% | 22 qtrssince 2020-Q1 | Increased 66 |
CORNING INC | 810,411 | $42.6M | 0.5% | $48.05 | +7.03% | 4 qtrssince 2024-Q3 | Increased 64 |
ROBLOX CORP -CLASS A | 402,876 | $42.4M | 0.5% | $48.02 | +119.87% | 7 qtrssince 2023-Q4 | Increased 45 |
SALESFORCE.COM INC | 154,250 | $42.1M | 0.5% | $280.67 | -2.91% | 3 qtrssince 2024-Q4 | Increased 66 |
CROWN CASTLE INTL CORP | 390,054 | $40.1M | 0.5% | $98.30 | +0.07% | 17 qtrssince 2021-Q2 | Increased 56 |
WEYERHAEUSER CO | 1.5M | $39.6M | 0.5% | $25.60 | -0.79% | 2 qtrssince 2025-Q1 | Increased 56 |
Engineers Gate Manager LP manages $8B across 2114 positions as of Q2 2025. Top holdings: SJM (1.4%), VTR (0.9%), GM (0.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 519 new positions, 514 exits, 807 increased. Top move: SJM (NEW, conviction 69). Portfolio: $8.0B across 2114 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