Position in DAVA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$92,591
-$82,622 QoQ
Shares Held
32,718
-17.5% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 72 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DAVA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Engineers Gate Manager LP holds $215,499,038 across 79 Software - Infrastructure names. DAVA ranks #75 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYZ |
Block, Inc.
|
571,414 | $43,427,464 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
139,212 | $26,559,561 | |
| 3 | ORCL |
Oracle Corp
|
97,574 | $14,299,469 | |
| 4 | GTLB |
Gitlab Inc.
|
357,831 | $10,924,580 | |
| 5 | MDB |
MongoDB, Inc.
|
29,021 | $9,748,153 | |
| 6 | FTNT |
Fortinet, Inc.
|
61,033 | $9,375,889 | |
| 7 | SNPS |
Synopsys Inc
|
16,365 | $7,299,935 | |
| 8 | NTNX |
Nutanix, Inc.
|
141,036 | $7,187,194 |
All Filings in DAVA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,591 | 32,718 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $175,213 | 39,641 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $438,197 | 69,335 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $92,492 | 10,164 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $165,149 | 10,780 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $369,714 | 18,950 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $375,280 | 12,145 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $653,772 | 25,598 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $902,170 | 30,854 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $574,456 | 8,551 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $254,307 | 3,154 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $302,945 | 2,230 | Shares | Sole | 2021-11-15 | |
| 2020-03-31 | $259,480 | 7,380 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||