Engineers Gate Manager LP
Comparing Q1 2026 vs Q4 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| T-MOBILE US INC | 0 | 506,466 | +506,466 | 0 | 106,373,053 | +106,373,053 |
| MICROSOFT CORP | 8,789 | 196,159 | +187,370 | 4,250,536 | 72,612,177 | +68,361,641 |
| ARAMARK | 117,187 | 1,525,119 | +1,407,932 | 4,319,513 | 61,828,325 | +57,508,812 |
| MASTERCARD INCORPORATED | 30,121 | 145,023 | +114,902 | 17,195,476 | 72,462,193 | +55,266,717 |
| FEDEX CORP | 0 | 132,885 | +132,885 | 0 | 47,330,979 | +47,330,979 |
| BP PLC | 91,227 | 1,064,631 | +973,404 | 3,168,314 | 50,037,657 | +46,869,343 |
| TRADEWEB MKTS INC | 43,339 | 418,893 | +375,554 | 4,660,676 | 49,286,951 | +44,626,275 |
| AMETEK INC | 17,596 | 220,177 | +202,581 | 3,612,635 | 47,197,141 | +43,584,506 |
| BANK NEW YORK MELLON CORP | 62,253 | 380,141 | +317,888 | 7,226,951 | 45,096,127 | +37,869,176 |
| EAST WEST BANCORP INC | 0 | 323,558 | +323,558 | 0 | 34,543,052 | +34,543,052 |
| DARLING INGREDIENTS INC | 491,040 | 816,987 | +325,947 | 17,677,440 | 50,530,646 | +32,853,206 |
| SERVICENOW INC | 0 | 347,234 | +347,234 | 0 | 36,303,314 | +36,303,314 |
| CITIGROUP INC | 143,895 | 434,398 | +290,503 | 16,791,108 | 49,265,077 | +32,473,969 |
| GOLDMAN SACHS GROUP INC | 0 | 37,752 | +37,752 | 0 | 31,937,814 | +31,937,814 |
| PARKER-HANNIFIN CORP | 44,175 | 77,557 | +33,382 | 38,828,058 | 69,432,129 | +30,604,071 |
| CITIZENS FINL GROUP INC | 361,367 | 862,098 | +500,731 | 21,107,446 | 51,700,017 | +30,592,571 |
| CORE & MAIN INC | 98,537 | 710,791 | +612,254 | 5,120,968 | 35,113,076 | +29,992,108 |
| TALEN ENERGY CORP | 0 | 90,995 | +90,995 | 0 | 29,048,333 | +29,048,333 |
| HCA HEALTHCARE INC | 0 | 60,999 | +60,999 | 0 | 28,867,167 | +28,867,167 |
| BEST BUY INC | 43,983 | 491,651 | +447,668 | 2,943,782 | 31,563,994 | +28,620,212 |
| GENERAL MTRS CO | 667,440 | 1,087,962 | +420,522 | 54,276,221 | 81,053,169 | +26,776,948 |
| BROADRIDGE FINL SOLUTIONS IN | 0 | 163,392 | +163,392 | 0 | 26,547,932 | +26,547,932 |
| AIRBNB INC | 62,429 | 268,651 | +206,222 | 8,472,864 | 33,925,249 | +25,452,385 |
| MICRON TECHNOLOGY INC | 32,060 | 101,406 | +69,346 | 9,150,245 | 34,259,003 | +25,108,758 |
| APPLIED MATLS INC | 19,668 | 86,809 | +67,141 | 5,054,479 | 29,670,448 | +24,615,969 |
| 3M CO | 0 | 165,284 | +165,284 | 0 | 24,004,195 | +24,004,195 |
| DAVITA INC | 0 | 140,957 | +140,957 | 0 | 21,663,681 | +21,663,681 |
| LAM RESEARCH CORP | 16,427 | 112,881 | +96,454 | 2,811,974 | 24,118,154 | +21,306,180 |
| EXPAND ENERGY CORPORATION | 0 | 190,320 | +190,320 | 0 | 20,893,329 | +20,893,329 |
| GAMING & LEISURE P | 0 | 459,887 | +459,887 | 0 | 20,405,186 | +20,405,186 |
| TRANE TECHNOLOGIES PLC | 8,965 | 56,449 | +47,484 | 3,489,178 | 23,524,556 | +20,035,378 |
| SOLSTICE ADVANCED MATLS INC | 0 | 279,061 | +279,061 | 0 | 21,253,286 | +21,253,286 |
| SS&C TECH HLDGS | 0 | 291,429 | +291,429 | 0 | 19,691,858 | +19,691,858 |
| CENOVUS ENERGY INC | 84,785 | 773,466 | +688,681 | 1,434,556 | 20,520,053 | +19,085,497 |
| SOCIEDAD QUIMICA Y MINERA DE | 0 | 225,512 | +225,512 | 0 | 18,252,941 | +18,252,941 |
| OKTA INC | 0 | 230,034 | +230,034 | 0 | 18,105,976 | +18,105,976 |
| FORTINET INC | 91,659 | 307,319 | +215,660 | 7,278,641 | 25,114,109 | +17,835,468 |
| BRINKER INTL INC | 209,695 | 333,891 | +124,196 | 30,095,426 | 47,669,619 | +17,574,193 |
| ABBOTT LABORATORIES | 0 | 170,371 | +170,371 | 0 | 17,491,991 | +17,491,991 |
| SOUTHWEST AIRLS CO | 0 | 465,426 | +465,426 | 0 | 17,486,055 | +17,486,055 |
| AMER SPORTS INC | 294,596 | 861,844 | +567,248 | 11,003,161 | 28,371,904 | +17,368,743 |
| STIFEL FINL CORP | 0 | 348,063 | +348,063 | 0 | 25,728,817 | +25,728,817 |
| PAYLOCITY HLDG CORP | 73,791 | 260,994 | +187,203 | 11,253,128 | 28,197,792 | +16,944,664 |
| BRIDGEBIO PHARMA INC | 15,574 | 243,729 | +228,155 | 1,191,255 | 18,099,316 | +16,908,061 |
| HUNTINGTON BANCSHARES INC | 67,556 | 1,152,113 | +1,084,557 | 1,172,097 | 18,030,568 | +16,858,471 |
| INSMED INC | 54,783 | 158,792 | +104,009 | 9,534,433 | 25,965,667 | +16,431,234 |
| SMUCKER J M CO | 0 | 170,348 | +170,348 | 0 | 16,428,362 | +16,428,362 |
| COSTCO WHOLESALE CORPORATION | 4,950 | 20,688 | +15,738 | 4,268,583 | 20,614,144 | +16,345,561 |
| SCHWAB CHARLES CORP | 0 | 312,641 | +312,641 | 0 | 29,382,002 | +29,382,002 |
| FIVE BELOW INC | 29,110 | 93,217 | +64,107 | 5,483,160 | 21,298,220 | +15,815,060 |
| CHEESECAKE FACTORY INC | 287,219 | 553,663 | +266,444 | 14,498,815 | 30,313,049 | +15,814,234 |
| CENTURY ALUM CO | 49,524 | 297,509 | +247,985 | 1,940,350 | 17,460,804 | +15,520,454 |
| HOST HOTELS & RESORTS INC | 0 | 806,266 | +806,266 | 0 | 15,448,057 | +15,448,057 |
| DOCUSIGN INC | 82,372 | 441,294 | +358,922 | 5,634,245 | 20,921,749 | +15,287,504 |
| FIRST HORIZON CORPORATION | 865,616 | 1,569,172 | +703,556 | 20,688,222 | 35,714,354 | +15,026,132 |
| PNC FINL SVCS GROUP INC | 0 | 71,739 | +71,739 | 0 | 14,928,168 | +14,928,168 |
| ALLSTATE CORP | 57,008 | 128,977 | +71,969 | 11,866,215 | 26,742,091 | +14,875,876 |
| GENERAL DYNAMICS CORP | 10,016 | 53,131 | +43,115 | 3,371,987 | 18,235,622 | +14,863,635 |
| BLACK HILLS CORP | 849,073 | 1,062,853 | +213,780 | 58,942,648 | 73,772,627 | +14,829,979 |
| CARNIVAL CORP | 0 | 569,216 | +569,216 | 0 | 14,731,310 | +14,731,310 |
| COHERENT CORP | 0 | 60,615 | +60,615 | 0 | 14,439,098 | +14,439,098 |
| BLACKSTONE INC | 0 | 124,613 | +124,613 | 0 | 14,329,249 | +14,329,249 |
| OREILLY AUTOMOTIVE INC | 87,872 | 242,022 | +154,150 | 8,014,805 | 22,341,051 | +14,326,246 |
| HERC HLDGS INC | 0 | 143,321 | +143,321 | 0 | 14,267,606 | +14,267,606 |
| LOCKHEED MARTIN CORP | 6,813 | 28,255 | +21,442 | 3,295,244 | 17,077,039 | +13,781,795 |
| COCA-COLA EUROPACIFIC PARTNE | 0 | 148,854 | +148,854 | 0 | 13,496,592 | +13,496,592 |
| NOVO-NORDISK A S | 0 | 364,111 | +364,111 | 0 | 13,381,079 | +13,381,079 |
| COLGATE PALMOLIVE CO | 0 | 156,213 | +156,213 | 0 | 13,314,033 | +13,314,033 |
| EVERCORE INC | 38,605 | 88,415 | +49,810 | 13,135,351 | 26,392,761 | +13,257,410 |
| STEEL DYNAMICS INC | 0 | 72,637 | +72,637 | 0 | 13,074,660 | +13,074,660 |
| CLOUDFLARE INC | 24,073 | 85,325 | +61,252 | 4,745,992 | 17,605,960 | +12,859,968 |
| TWILIO INC | 84,858 | 196,838 | +111,980 | 12,070,202 | 24,766,157 | +12,695,955 |
| UNITY SOFTWARE INC | 0 | 576,114 | +576,114 | 0 | 12,639,941 | +12,639,941 |
| NOKIA CORP | 0 | 1,563,273 | +1,563,273 | 0 | 12,568,715 | +12,568,715 |
| PINNACLE WEST CAP CORP | 34,080 | 152,644 | +118,564 | 3,022,896 | 15,378,883 | +12,355,987 |
| PG&E CORP | 422,195 | 1,055,471 | +633,276 | 6,784,674 | 18,544,625 | +11,759,951 |
| PPL CORP | 0 | 302,660 | +302,660 | 0 | 11,561,612 | +11,561,612 |
| INTERCONTINENTAL EXCHANGE IN | 0 | 73,337 | +73,337 | 0 | 11,534,443 | +11,534,443 |
| FLUTTER ENTMT PLC | 0 | 112,565 | +112,565 | 0 | 11,476,001 | +11,476,001 |
| BOEING CO | 98,151 | 164,446 | +66,295 | 21,310,545 | 32,729,688 | +11,419,143 |
| SUPER MICRO COMPUTER INC | 0 | 499,326 | +499,326 | 0 | 11,369,653 | +11,369,653 |
| GERDAU SA | 0 | 3,120,182 | +3,120,182 | 0 | 11,263,857 | +11,263,857 |
| TOLL BROTHERS INC | 0 | 82,364 | +82,364 | 0 | 11,240,216 | +11,240,216 |
| ELECTRONIC ARTS INC | 0 | 54,988 | +54,988 | 0 | 11,210,403 | +11,210,403 |
| JONES LANG LASALLE INC | 6,820 | 44,221 | +37,401 | 2,294,725 | 13,457,334 | +11,162,609 |
| SUNCOR ENERGY INC NEW | 0 | 194,725 | +194,725 | 0 | 12,873,270 | +12,873,270 |
| SHARKNINJA INC | 0 | 103,452 | +103,452 | 0 | 10,955,567 | +10,955,567 |
| LULULEMON ATHLETICA INC | 9,694 | 82,988 | +73,294 | 2,014,510 | 12,705,463 | +10,690,953 |
| CHARLES RIV LABS INTL INC | 27,613 | 93,784 | +66,171 | 5,508,241 | 16,177,740 | +10,669,499 |
| NISOURCE INC | 48,625 | 267,497 | +218,872 | 2,030,580 | 12,481,409 | +10,450,829 |
| ELI LILLY & CO | 10,778 | 23,879 | +13,101 | 11,582,901 | 21,963,188 | +10,380,287 |
| UBER TECHNOLOGIES INC | 45,226 | 190,661 | +145,435 | 3,695,416 | 13,714,246 | +10,018,830 |
| HOWMET AEROSPACE INC | 32,596 | 72,462 | +39,866 | 6,682,832 | 16,699,593 | +10,016,761 |
| METTLER TOLEDO INTERNATIONAL | 1,164 | 9,211 | +8,047 | 1,622,837 | 11,616,914 | +9,994,077 |
| MCKESSON CORP | 6,837 | 17,894 | +11,057 | 5,608,323 | 15,484,752 | +9,876,429 |
| NUTANIX INC | 0 | 258,942 | +258,942 | 0 | 9,842,386 | +9,842,386 |
| TC ENERGY CORP | 0 | 154,827 | +154,827 | 0 | 9,692,170 | +9,692,170 |
| BARRICK MNG CORP | 172,764 | 417,393 | +244,629 | 7,523,918 | 17,025,461 | +9,501,543 |
| LEIDOS HOLDINGS INC | 0 | 60,770 | +60,770 | 0 | 9,450,950 | +9,450,950 |
| ROYAL GOLD INC | 0 | 36,631 | +36,631 | 0 | 9,322,223 | +9,322,223 |