Engineers Gate Manager LP

CIK 0001620220 · Q1 2026

13F Equity AUM

$8.0B

-5.1% QoQ

Positions

2,137

+87 QoQ

AUM Rank

#752

Top 6%

Skill Alpha (FF)

-0.3%/yr^ns

No Clear Edge

Rank #2,770 · Top 34%

vs S&P -2.6%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 5.1%Top 10: 9.1%Top 20: 15.6%

TMUS1.3%

GM1.0%

BKH0.9%

MSFT0.9%

MA0.9%

PH0.9%

PECO0.8%

SBAC0.8%

ARMK0.8%

ITT0.8%

Others (2127)90.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services15.6%

Technology15.4%

Industrials13.7%

Consumer Cyclical11.2%

Healthcare9.9%

Real Estate9.0%

Basic Materials5.4%

Energy5.2%

Other14.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 2137Median: 0.01%Avg: 0.05%

0–0.5%

2111(81.0%)

0.5–1%

24(16.6%)

1–3%

2(2.3%)

3–5%

0(0.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 2,107Unique: 30vs 20 funds

28.7%Moderate

2,137

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

37.3%

BlackRock, Inc.

46.9%

GEODE CAPITAL MANAGEMENT, LLC

51.6%

VANGUARD CAPITAL MANAGEMENT LLC

50.8%

BANK OF AMERICA CORP /DE/

37%

STATE STREET CORP

49.6%

JPMORGAN CHASE & CO

33.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

51.6%

FMR LLC

40.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New619Increased857Decreased660Exited533

New Positions

FDX0.6%

+133K

EWBC0.4%

+324K

TLN0.4%

+91K

BR0.3%

+163K

MMM0.3%

+165K

EXE0.3%

+190K

SQM0.2%

+226K

ABT0.2%

+170K

PNC0.2%

+72K

BX0.2%

+125K

Increased

GGB0.1%

+3.1M(+6417%)

ARMK0.8%

+1.4M(+1201%)

SNAP0.1%

+1.1M(+114%)

HBAN0.2%

+1.1M(+1605%)

BP0.6%

+973K(+1067%)

TE0.1%

+795K(+590%)

HST0.2%

+795K(+7160%)

FT20.5%

+704K(+81%)

CVE0.3%

+689K(+812%)

BVXB0.1%

+683K(+1321%)

Decreased

INVH0.1%

-3,799,780(-92%)

SBC0.6%

-2,179,885(-48%)

AKR0.5%

-1,732,044(-46%)

MBLY0.2%

-1,465,368(-41%)

IRT0.6%

-1,146,391(-27%)

AMH0.0%

-1,074,232(-92%)

WY0.5%

-1,051,742(-42%)

MCX0.1%

-838,133(-88%)

SLG0.0%

-828,644(-99%)

BRX0.5%

-734,757(-37%)

Exited

-399,690

-304,722

-582,973

-721,796

-442,068

-1,285,551

-231,014

-67,765

-906,788

-249,128

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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