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GAGNON SECURITIES LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

GAGNON SECURITIES LLC

报告期 2026-03-31 · CIK 0001125725

持仓数

85

前50大市值合计

$419.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

ENSG ENSIGN GROUP INC

COM

$36.2M

179,671

8.6%

CDNA CAREDX INC

COM

$30.6M

1,761,874

7.3%

AMRC AMERESCO INC

CL A

$21.4M

840,063

5.1%

WGS GENEDX HOLDINGS CORP

COM CL A

$19.5M

303,149

4.6%

EPD ENTERPRISE PRODS PARTNERS L P

COM

$19.5M

514,257

4.6%

— NAVIGATOR HLDGS LTD

COM

$17.1M

886,631

4.1%

EQIX EQUINIX INC

COM

$16.6M

16,951

4.0%

GNRC GENERAC HLDGS INC

COM

$14.6M

74,913

3.5%

ISRG INTUITIVE SURGICAL INC

COM NEW

$14.6M

31,619

3.5%

PCRX PACIRA BIOSCIENCES INC

COM

$14.0M

617,510

3.3%

FRSH FRESHWORKS INC

CLASS A COM

$13.9M

1,731,367

3.3%

KMX CARMAX INC

COM

$12.9M

309,699

3.1%

PROF PROFOUND MED CORP

COM

$12.6M

1,944,324

3.0%

CAKE CHEESECAKE FACTORY INC

COM

$12.3M

225,048

2.9%

BL BLACKLINE INC

COM

$11.0M

296,424

2.6%

BLFS BIOLIFE SOLUTIONS INC

COM NEW

$10.2M

536,512

2.4%

FIVN FIVE9 INC

COM

$9.4M

622,064

2.2%

SGOV ISHARES TR

0-3 MNTH TREASRY

$9.3M

92,702

2.2%

CARG CARGURUS INC

COM CL A

$9.2M

271,524

2.2%

AMPL AMPLITUDE INC

COM CL A

$7.2M

1,059,836

1.7%

TMCI TREACE MED CONCEPTS INC

COM

$7.0M

5,201,886

1.7%

QDEL QUIDELORTHO CORP

COM NEW

$6.6M

403,325

1.6%

ASPN ASPEN AEROGELS INC

COM

$6.4M

1,861,851

1.5%

PRLB PROTO LABS INC

SPON ADS NEW

$6.3M

110,889

1.5%

CELC CELCUITY INC

COM

$6.1M

53,342

1.5%

HZO MarineMax Inc

COM

$6.0M

220,610

1.4%

VERX VERICEL CORP

COM

$5.6M

468,220

1.3%

OSUR OraSure Technologies Inc

COM

$5.1M

1,714,391

1.2%

CMG CHIPOTLE MEXICAN GRILL INC

COM

$5.1M

157,849

1.2%

WCPRF WHITECAP RES INC

CL A

$4.9M

435,418

1.2%

CTRE CARETRUST REIT INC

COM

$4.9M

133,046

1.2%

HNGE HINGE HEALTH INC

CL A

$4.8M

124,250

1.1%

DV DOUBLEVERIFY HLDGS INC

COM

$4.6M

488,462

1.1%

PNTG PENNANT GROUP INC

COM

$4.2M

137,484

1.0%

KLTR KALTURA INC

COM

$4.0M

3,278,936

1.0%

ICUI ICU MED INC

COM

$3.8M

29,743

0.9%

— ALPHA & OMEGA SEMICONDUCTOR LT

SHS

$3.7M

167,874

0.9%

PTEN PATTERSON-UTI ENERGY INC

COM

$3.4M

314,646

0.8%

MCHP MICROCHIP TECHNOLOGY INC.

COM

$1.7M

26,838

0.4%

SAM BOSTON BEER INC

CL A

$1.7M

7,239

0.4%

GNL GLOBAL NET LEASE INC

COM NEW

$1.6M

170,125

0.4%

GNTX GENTEX CORP

COM

$1.2M

56,933

0.3%

PFE PFIZER INC

COM NEW

$1.2M

44,260

0.3%

CNF CNFINANCE HLDGS LTD

SPON ADS

$1.2M

313,938

0.3%

NCNO NCINO INC

SPONSORED ADS

$1.2M

79,520

0.3%

DOCU DOCUSIGN INC

COM

$1.0M

21,232

0.2%

NTDOY NINTENDO LTD

COM

$996.0K

69,697

0.2%

FLG FLAGSTAR BANK NATIONAL ASSOC

COM NEW

$983.9K

74,711

0.2%

DVN DEVON ENERGY CORP

COM

$959.4K

19,066

0.2%

SLG SL GREEN RLTY CORP

COM

$955.3K

25,862

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

34%前 6 大占比

ENSG8.6%CDNA7.3%AMRC5.1%WGS4.6%EPD4.6%NAVIGATOR HLDGS LTD4.1%