Universe · entity
GAGNON SECURITIES LLC
Institutional manager (13F) · CIK 1125725
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $419M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ENSIGN GROUP INC | $36M | 179,671 |
| 2 | CAREDX INC | $31M | 1,761,874 |
| 3 | AMERESCO INC | $21M | 840,063 |
| 4 | GENEDX HOLDINGS CORP | $19M | 303,149 |
| 5 | ENTERPRISE PRODS PARTNERS L P | $19M | 514,257 |
| 6 | NAVIGATOR HLDGS LTD | $17M | 886,631 |
| 7 | EQUINIX INC | $17M | 16,951 |
| 8 | GENERAC HLDGS INC | $15M | 74,913 |
| 9 | INTUITIVE SURGICAL INC | $15M | 31,619 |
| 10 | PACIRA BIOSCIENCES INC | $14M | 617,510 |
| 11 | FRESHWORKS INC | $14M | 1,731,367 |
| 12 | CARMAX INC | $13M | 309,699 |
| 13 | PROFOUND MED CORP | $13M | 1,944,324 |
| 14 | CHEESECAKE FACTORY INC | $12M | 225,048 |
| 15 | BLACKLINE INC | $11M | 296,424 |
| 16 | BIOLIFE SOLUTIONS INC | $10M | 536,512 |
| 17 | FIVE9 INC | $9M | 622,064 |
| 18 | ISHARES TR | $9M | 92,702 |
| 19 | CARGURUS INC | $9M | 271,524 |
| 20 | AMPLITUDE INC | $7M | 1,059,836 |
| 21 | TREACE MED CONCEPTS INC | $7M | 5,201,886 |
| 22 | QUIDELORTHO CORP | $7M | 403,325 |
| 23 | ASPEN AEROGELS INC | $6M | 1,861,851 |
| 24 | PROTO LABS INC | $6M | 110,889 |
| 25 | CELCUITY INC | $6M | 53,342 |
| 26 | MarineMax Inc | $6M | 220,610 |
| 27 | VERICEL CORP | $6M | 468,220 |
| 28 | OraSure Technologies Inc | $5M | 1,714,391 |
| 29 | CHIPOTLE MEXICAN GRILL INC | $5M | 157,849 |
| 30 | WHITECAP RES INC | $5M | 435,418 |
| 31 | CARETRUST REIT INC | $5M | 133,046 |
| 32 | HINGE HEALTH INC | $5M | 124,250 |
| 33 | DOUBLEVERIFY HLDGS INC | $5M | 488,462 |
| 34 | PENNANT GROUP INC | $4M | 137,484 |
| 35 | KALTURA INC | $4M | 3,278,936 |
| 36 | ICU MED INC | $4M | 29,743 |
| 37 | ALPHA & OMEGA SEMICONDUCTOR LT | $4M | 167,874 |
| 38 | PATTERSON-UTI ENERGY INC | $3M | 314,646 |
| 39 | MICROCHIP TECHNOLOGY INC. | $2M | 26,838 |
| 40 | BOSTON BEER INC | $2M | 7,239 |
| 41 | GLOBAL NET LEASE INC | $2M | 170,125 |
| 42 | GENTEX CORP | $1M | 56,933 |
| 43 | PFIZER INC | $1M | 44,260 |
| 44 | CNFINANCE HLDGS LTD | $1M | 313,938 |
| 45 | NCINO INC | $1M | 79,520 |
| 46 | DOCUSIGN INC | $1M | 21,232 |
| 47 | NINTENDO LTD | $996k | 69,697 |
| 48 | FLAGSTAR BANK NATIONAL ASSOC | $984k | 74,711 |
| 49 | DEVON ENERGY CORP | $959k | 19,066 |
| 50 | SL GREEN RLTY CORP | $955k | 25,862 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.