EGEngineers Gate Manager LP
Institutional investor · Portfolio as of Q4 2021
Top Holdings1,964 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TEXAS INSTRUMENTS INC | 69,368 | $13.1M | 0.6% | $163.17 | +0.87% | 12 qtrssince 2019-Q1 | Increased 64 |
SKYWORKS SOLUTIONS INC | 79,433 | $12.3M | 0.6% | $141.21 | -1.85% | 2 qtrssince 2021-Q3 | Increased 63 |
INTUIT INC | 18,826 | $12.1M | 0.5% | $625.76 | 0.00% | 1 qtr | New 54 |
DEXCOM INC | 21,893 | $11.8M | 0.5% | $135.37 | -0.03% | 2 qtrssince 2021-Q3 | Increased 63 |
DANAHER CORP | 35,473 | $11.7M | 0.5% | $282.62 | +1.11% | 5 qtrssince 2020-Q4 | Increased 63 |
SNOWFLAKE INC-CLASS A | 34,170 | $11.6M | 0.5% | $332.21 | +2.53% | 2 qtrssince 2021-Q3 | Increased 63 |
HUBSPOT INC | 17,556 | $11.6M | 0.5% | $642.21 | +3.28% | 8 qtrssince 2020-Q1 | Increased 63 |
BATH AND BODY WORKS INC COMMON | 161,848 | $11.3M | 0.5% | $62.60 | +1.24% | 2 qtrssince 2021-Q3 | Increased 63 |
DROPBOX INC | 443,179 | $10.9M | 0.5% | $24.74 | -0.44% | 12 qtrssince 2019-Q1 | Increased 54 |
VEEVA SYSTEMS INC-CLASS A | 42,273 | $10.8M | 0.5% | $277.20 | -6.20% | 4 qtrssince 2021-Q1 | Increased 46 |
ANALOG DEVICES INC | 61,227 | $10.8M | 0.5% | $162.15 | +0.40% | 2 qtrssince 2021-Q3 | Increased 54 |
SALESFORCE.COM INC | 42,343 | $10.8M | 0.5% | $251.97 | +0.12% | 6 qtrssince 2020-Q3 | Increased 54 |
TWITTER INC | 247,599 | $10.7M | 0.5% | — | — | 1 qtr | New 46 |
GENERAL ELECTRIC CO COM STOCK | 111,959 | $10.6M | 0.5% | $57.86 | 0.00% | 1 qtr | New 46 |
SPLUNK INC | 87,414 | $10.1M | 0.5% | — | — | 1 qtr | New 46 |
SYNCHRONY FINANCIAL | 213,492 | $9.9M | 0.4% | $41.49 | +1.09% | 10 qtrssince 2019-Q3 | Increased 53 |
CARRIER GLOBAL CORP | 176,196 | $9.6M | 0.4% | $50.38 | +0.82% | 2 qtrssince 2021-Q3 | Increased 53 |
T-MOBILE US INC | 75,132 | $8.7M | 0.4% | $112.56 | 0.00% | 1 qtr | New 46 |
MEDTRONIC PLC | 82,859 | $8.6M | 0.4% | $93.06 | -0.53% | 4 qtrssince 2021-Q1 | Increased 53 |
YUM CHINA HOLDINGS INC -W/I | 171,026 | $8.5M | 0.4% | $48.93 | -3.86% | 2 qtrssince 2021-Q3 | Increased 53 |
Engineers Gate Manager LP manages $2.2B across 1964 positions as of Q4 2021. Top holdings: TXN (0.6%), SWKS (0.6%), INTU (0.5%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 2/5.0.
Active quarter - 824 new positions, 447 exits, 668 increased. Top move: TXN (INCREASED, conviction 64). Portfolio: $2.2B across 1964 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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