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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
$419.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 102 项
建仓 7
增持 40
减持 48
清仓 7
方向
标的
Δ市值
现股数(环比)
清仓
—
NEW RELIC INC
-$14.0M
0
-100%
减持
BLFS
BIOLIFE SOLUTIONS INC
-$5.3M
633,363
-1%
减持
YEXT
YEXT INC
-$5.2M
1,026,146
-1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
PCRX
PACIRA BIOSCIENCES
-$5.1M
565,429
+1%
减持
PROF
PROFOUND MED CORP
-$4.7M
1,582,166
-1%
增持
FIVN
FIVE9 INC
-$3.7M
205,785
+0%
减持
ISRG
INTUITIVE SURGICAL INC
-$3.4M
66,229
-1%
减持
—
AIR LEASE CORP
-$3.4M
862,617
-3%
减持
ENSG
ENSIGN GROUP INC
-$3.2M
286,460
-8%
减持
—
NAVIGATOR HOLDINGS LTD
-$3.2M
1,178,824
-25%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$3.2M
4,777
-14%
增持
CDNA
CAREDX INC
-$3.0M
2,075,144
+1%
减持
—
ZUORA INC
-$3.0M
1,073,224
-0%
减持
AMRC
AMERESCO INC
-$2.8M
257,835
-2%
清仓
—
NEXTIER OILFIELD SOLUTIONS
-$2.5M
0
-100%
增持
—
E2OPEN PARENT HOLDINGS INC
-$2.4M
2,544,347
+2%
减持
EPD
ENTERPRISE PRODUCTS PARTNERS LP
-$2.2M
553,257
-16%
建仓
PTEN
PATTERSON-UTI ENERGY INC
+$2.1M
154,142
减持
EQIX
EQUINIX INC
-$2.0M
14,579
-9%
增持
KMX
CARMAX INC
-$1.9M
156,232
+1%
增持
CARG
CARGURUS INC
-$1.7M
452,956
+6%
增持
EXAS
EXACT SCIENCES CORP
-$1.6M
66,521
+1%
增持
SAM
BOSTON BEER COMPANY INC
+$1.5M
16,899
+2%
增持
—
SECUREWORKS CORP
-$1.4M
1,363,956
+0%
减持
—
CNFINANCE HOLDINGS LIMITED
+$1.4M
1,616,866
-1%
减持
—
EVERBRIDGE INC
-$1.2M
231,652
-3%
减持
—
ALPHA AND OMEGA SEMICONDUCTOR LTD
-$1.2M
348,328
-1%
增持
GNRC
GENERAC HOLDINGS INC
-$1.0M
37,418
+9%
减持
TPR
TAPESTRY INC
-$1.0M
51,067
-12%
增持
QDEL
QUIDEL CORP
-$964.1K
104,524
+1%
减持
FRSH
FRESHWORKS INC
+$904.5K
525,170
-3%
增持
WGS
GENEDX HOLDINGS CORP
-$797.9K
376,083
+3%
增持
PRLB
PROTO LABS INC
-$717.1K
90,290
+2%
增持
ICUI
ICU Med
-$698.9K
13,942
+5%
增持
—
MIROMATRIX MED INC
-$612.0K
1,458,351
+1%
减持
PSIX
POWER SOLUTIONS INTERNATIONAL INC
+$550.7K
1,296,359
-2%
增持
CAKE
CHEESECAKE FACTORY INC
-$540.1K
222,347
+6%
增持
—
OPSENS INC
+$491.1K
3,124,637
+7%
减持
AKAM
AKAMAI TECHNOLOGIES
+$490.8K
30,046
-0%
增持
KLTR
KALTURA INC
-$422.9K
1,752,479
+8%
清仓
—
THE NECESSITY RETAIL REIT INC
-$421.4K
0
-100%
建仓
GNL
GLOBAL NET LEASE INC
+$385.2K
40,081
减持
SLG
SL GREEN REALTY CORP
+$374.6K
52,437
-0%
清仓
MBLY
MOBILEYE GLOBAL INC
-$368.5K
0
-100%
增持
—
DURECT CORP
-$303.2K
256,768
+35%
建仓
ALT
ALTIMMUNE INC
+$290.0K
111,522
减持
MCHP
MICROCHIP TECHNOLOGY INC
-$284.6K
21,094
-2%
建仓
TECH
BIO-TECHNE CORP
+$267.7K
3,932
清仓
—
MODEL N INC
-$266.4K
0
-100%
清仓
RBLX
ROBLOX CORP
-$264.8K
0
-100%
减持
BL
BLACKLINE INC
+$227.9K
191,184
-1%
减持
PFE
PFIZER INC
-$224.1K
31,004
-9%
清仓
ETSY
ETSY INC
-$218.5K
0
-100%
减持
PNTG
PENNANT GROUP INC
-$217.9K
189,371
-0%
增持
BLZE
BACKBLAZE INC
+$201.6K
69,061
+68%
减持
GNTX
GENTEX CORP
+$194.9K
59,523
-0%
建仓
LTH
LIFE TIME GROUP HOLDINGS INC
+$164.0K
10,781
减持
—
WALGREENS BOOTS ALLIANCE INC
-$146.9K
20,683
-3%
增持
INTT
INTEST CORP
-$129.6K
11,891
+1%
增持
—
EXXON MOBIL CORP
+$124.8K
10,435
+2%
建仓
GAP
GAP INC
+$112.9K
10,622
增持
PETS
PETMED EXPRESS INC
+$111.9K
36,491
+92%
减持
MRVL
MARVELL TECHNOLOGY INC
-$100.2K
17,114
-0%
增持
CELC
CELCUITY INC
-$96.2K
54,010
+1%
减持
CESDF
CES ENERGY SOLUTIONS CORP
+$95.9K
113,715
-1%
减持
VIAV
VIAVI SOLUTIONS INC
-$94.9K
18,615
-20%
减持
FTCHQ
FARFETCH LTD
-$90.6K
22,909
-0%
减持
CTRE
CARETRUST REIT INC
+$88.6K
184,868
-1%
减持
ONTO
ONTO INNOVATION INC
-$82.5K
1,721
-34%
增持
NTDOY
NINTENDO 8
-$72.2K
77,679
+0%
减持
SHOP
SHOPIFY INC
-$71.9K
7,042
-0%
增持
APPS
DIGITAL TURBINE INC
-$71.7K
22,665
+1%
增持
—
SOMALOGIC INC
+$68.7K
807,144
+0%
减持
T
AT&T INC
-$62.0K
46,126
-3%
减持
MRK
MERCK & CO. INC
-$49.4K
3,823
-0%
减持
—
LL FLOORING HOLDINGS INC
-$48.7K
54,620
-6%
减持
—
OCADO GROUP PLC
-$46.5K
60,483
-11%
减持
EOG
EOG RESOURCES INC
+$44.7K
3,787
-0%
减持
WBD
WARNER BROS DISCOVERY INC
-$41.9K
23,320
-1%
增持
MXCT
MAXCYTE INC
-$38.6K
55,437
+20%
减持
SBUX
STARBUCKS CORP
-$38.2K
4,663
-0%
增持
DHX
DHI GROUP INC
-$37.0K
50,471
+1%
减持
—
E2OPEN PARENT HOLDINGS INC
-$35.4K
470,493
-1%
增持
GOOGL
ALPHABET INC
+$31.3K
2,753
+0%
增持
PYPL
PAYPAL HOLDINGS INC
-$30.1K
3,992
+1%
增持
GDRX
GOODRX HOLDINGS INC
+$26.6K
51,799
+8%
建仓
—
REDHILL BIOPHARMA LTD
+$24.5K
47,965
增持
—
ENVIVA PARTNERS LP
+$23.3K
488,135
+46%
增持
MSFT
MICROSOFT CORP
-$23.0K
954
+0%
减持
DVN
DEVON ENERGY CORP
-$21.2K
25,025
-0%
增持
MU
MICRON TECHNOLOGY INC
+$20.2K
3,988
+0%
减持
SHEL
SHELL PLC
+$19.1K
6,294
-2%
增持
—
TFF PHARMACEUTICALS INC
-$18.8K
162,565
+1%
增持
CVLT
COMMVAULT SYSTEMS INC
-$18.0K
3,699
+0%
减持
BX
BLACKSTONE INC
+$17.8K
2,203
-6%
增持
META
META PLATFORMS INC
+$16.9K
1,210
+0%
增持
—
LIVEPERSON INC
-$10.8K
18,612
+1%
减持
GILD
GILEAD SCIENCES INC
-$8.3K
3,160
-1%
增持
NVDA
NVIDIA CORPORATION
+$8.0K
636
+0%
减持
ZM
ZOOM VIDEO COMMUNICATIONS INC
-$7.4K
4,300
-5%
减持
—
SOMALOGIC INC
-$7.2K
166,189
-5%
减持
WGSWW
GENEDX HOLDINGS CORP
+$617
37,007
-22%
