EGM
Engineers Gate Manager Portfolio holdings
AUM
$8.73B
1-Year Est. Return
10.98%
1 Year Est. Return
+10.98%
AUM
$8.73B
AUM Growth
+$696M
(+8.7%)
Holding
2,617
Top Buys
| 1 | +$92.2M | |
| 2 | +$90.1M | |
| 3 | +$87.8M | |
| 4 |
Sysco
SYY
|
+$63.7M |
| 5 |
Textron
TXT
|
+$57.2M |
Top Sells
| 1 | +$121M | |
| 2 | +$46.2M | |
| 3 | +$45.4M | |
| 4 |
Applovin
APP
|
+$44.7M |
| 5 |
Teradyne
TER
|
+$41.3M |
Sector Composition
| 1 | Technology | 18.26% |
| 2 | Real Estate | 12.25% |
| 3 | Industrials | 12.21% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Skillz
SKLZ
$79.2M
| $81.3K | ﹤0.01% |
+10,160
|
|
||
2027
Monte Rosa Therapeutics
GLUE
$1.07B
| $80.6K | ﹤0.01% |
+10,871
|
|
||
2028
Eve Holding
EVEX
$1.63B
| $79.4K | ﹤0.01% |
+20,837
|
|
||
2029
Kaltura
KLTR
$238M
| $79.2K | ﹤0.01% |
55,029
-11,070
|
|
||
2030
Eventbrite
EB
$435M
| $78.5K | ﹤0.01% |
31,137
-126,730
|
|
||
2031
Rumble
RUM
$2.17B
| $78K | ﹤0.01% |
+10,777
|
|
||
2032
Ceragon Networks
CRNT
$177M
| $76.7K | ﹤0.01% |
32,904
-60,402
|
|
||
|
TIXT
2033
DELISTED
TELUS International
TIXT
| $76.6K | ﹤0.01% |
17,174
+4,402
|
|
||
2034
Upexi
UPXI
$129M
| $76.5K | ﹤0.01% |
+13,257
|
|
||
2035
Erasca
ERAS
$973M
| $75.3K | ﹤0.01% |
+34,523
|
|
||
2036
Hafnia
HAFN
$2.79B
| $73.7K | ﹤0.01% |
12,298
-4,809
|
|
||
2037
Wipro
WIT
$29.5B
| $73.5K | ﹤0.01% |
+27,943
|
|
||
2038
Red Robin
RRGB
$74.4M
| $73.2K | ﹤0.01% |
+10,664
|
|
||
2039
GrowGeneration
GRWG
$114M
| $71.8K | ﹤0.01% |
38,373
+10,462
|
|
||
2040
Surf Air Mobility
SRFM
$123M
| $68.8K | ﹤0.01% |
+16,028
|
|
||
2041
American Well
AMWL
$76.9M
| $65.8K | ﹤0.01% |
10,702
-617
|
|
||
2042
Vanda Pharmaceuticals
VNDA
$392M
| $64.2K | ﹤0.01% |
12,867
-2,939
|
|
||
2043
Under Armour
UAA
$1.82B
| $64K | ﹤0.01% |
12,824
+1,252
|
|
||
2044
Mercer International
MERC
$126M
| $63.9K | ﹤0.01% |
22,199
-112,424
|
|
||
2045
Plug Power
PLUG
$3.09B
| $63.4K | ﹤0.01% |
27,202
+14,862
|
|
||
2046
8x8 Inc
EGHT
$286M
| $63.4K | ﹤0.01% |
+29,885
|
|
||
2047
Alpha Teknova
TKNO
$246M
| $62.8K | ﹤0.01% |
+10,141
|
|
||
2048
Editas Medicine
EDIT
$238M
| $58.8K | ﹤0.01% |
+16,947
|
|
||
2049
Quantum-Si Incorporated
QSI
$265M
| $58.4K | ﹤0.01% |
+41,451
|
|
||
2050
ImmunityBio
IBRX
$2.19B
| $57.5K | ﹤0.01% |
23,390
+10,160
|
|