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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 107 项
建仓 13
增持 27
减持 59
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
CDNA
CAREDX INC
+$10.6M
2,096,044
+1%
减持
YEXT
YEXT INC
-$6.4M
22,201
-98%
减持
—
E2OPEN PARENT HOLDINGS INC
-$4.1M
1,692,595
-33%
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。
清仓
—
OPSENS INC
-$4.1M
0
-100%
减持
—
ENVIVA PARTNERS LP
-$3.5M
131,380
-73%
减持
ENSG
ENSIGN GROUP INC
+$3.2M
265,971
-7%
建仓
DV
DOUBLEVERIFY HLDGS INC
+$3.1M
84,973
减持
PROF
PROFOUND MED CORP
-$3.1M
1,541,576
-3%
减持
CARG
CARGURUS INC
+$2.9M
450,008
-1%
减持
FIVN
FIVE9 INC
+$2.8M
203,733
-1%
建仓
VERX
VERTEX INC
+$2.7M
99,030
减持
—
CNFINANCE HOLDINGS LIMITED
-$2.6M
1,593,423
-1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$2.0M
4,709
-1%
减持
ISRG
INTUITIVE SURGICAL INC
+$2.0M
63,309
-4%
清仓
—
MIROMATRIX MED INC
-$1.9M
0
-100%
减持
FRSH
FRESHWORKS INC
+$1.8M
523,154
-0%
减持
PSIX
POWER SOLUTIONS INTERNATIONAL INC
-$1.6M
1,282,137
-1%
减持
—
NAVIGATOR HOLDINGS LTD
-$1.5M
1,090,538
-7%
减持
BLFS
BIOLIFE SOLUTIONS INC
+$1.4M
627,479
-1%
减持
—
ALPHA AND OMEGA SEMICONDUCTOR LTD
-$1.4M
344,650
-1%
减持
—
SECUREWORKS CORP
+$1.2M
1,313,289
-4%
增持
PRLB
PROTO LABS INC
+$1.2M
92,026
+2%
增持
AMRC
AMERESCO INC
+$1.1M
349,528
+36%
减持
—
ZUORA INC
+$1.1M
1,060,531
-1%
减持
PCRX
PACIRA BIOSCIENCES INC
+$1.1M
545,579
-4%
减持
EQIX
EQUINIX INC
+$979.7K
14,363
-1%
减持
ALT
ALTIMMUNE INC
+$962.6K
111,342
-0%
减持
KMX
CARMAX INC
+$926.5K
156,070
-0%
减持
—
AIR LEASE CORP
+$897.9K
831,990
-4%
减持
EPD
ENTERPRISE PRODS PARTNERS LP
-$877.4K
541,375
-2%
减持
CAKE
CHEESECAKE FACTORY INC
+$845.2K
216,575
-3%
增持
GNRC
GENERAC HLDGS INC
+$832.4K
37,987
+2%
减持
SAM
BOSTON BEER COMPANY INC
-$772.3K
16,813
-1%
减持
BL
BLACKLINE INC
+$709.5K
181,205
-5%
增持
GNL
GLOBAL NET LEASE INC
+$658.7K
104,911
+162%
增持
EXAS
EXACT SCIENCES CORP
+$598.4K
69,430
+4%
增持
ICUI
ICU MED INC
+$570.3K
22,353
+60%
增持
—
EVERBRIDGE INC
+$529.3K
235,416
+2%
减持
PNTG
PENNANT GROUP INC
+$515.2K
188,425
-0%
增持
PTEN
PATTERSON-UTI ENERGY INC
-$451.5K
155,726
+1%
清仓
—
OCADO GROUP PLC
-$443.2K
0
-100%
减持
QDEL
QUIDEL CORP
-$433.4K
97,708
-7%
增持
—
DURECT CORP
-$427.7K
358,706
+40%
增持
TPR
TAPESTRY INC
+$417.7K
51,234
+0%
减持
WGS
GENEDX HOLDINGS CORP
-$408.4K
349,278
-7%
减持
KLTR
KALTURA INC
+$356.3K
1,737,506
-1%
减持
CTRE
CARETRUST REIT INC
+$335.0K
184,307
-0%
减持
AKAM
AKAMAI TECHNOLOGIES INC
+$333.8K
29,868
-1%
建仓
RBLX
ROBLOX CORP
+$298.5K
6,528
减持
—
EXXON MOBIL CORP
-$295.0K
9,321
-11%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$252.4K
21,056
-0%
建仓
RAMP
LIVERAMP HLDGS INC
+$241.6K
6,379
建仓
SHOO
STEVEN MADDEN LTD
+$233.1K
5,551
清仓
—
E2OPEN PARENT HOLDINGS INC
-$221.1K
0
-100%
建仓
RNG
RINGCENTRAL INC
+$219.0K
6,452
减持
SLG
SL GREEN RLTY CORP
-$217.4K
38,488
-27%
建仓
ETSY
ETSY INC
+$214.1K
2,641
清仓
—
SYSMEX CORP
-$212.5K
0
-100%
建仓
—
MODEL N INC
+$208.7K
7,748
增持
NTDOY
NINTENDO
+$205.6K
77,718
+0%
增持
SHOP
SHOPIFY INC
+$185.6K
7,316
+4%
清仓
INTT
INTEST CORP
-$180.4K
0
-100%
建仓
RVLV
REVOLVE GROUP INC
+$180.4K
10,879
建仓
MBLY
MOBILEYE GLOBAL
+$174.9K
4,037
减持
PETS
PETMED EXPRESS INC
-$135.2K
31,589
-13%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$132.9K
1,840
建仓
RNTX
AILERON THERAPEUTICS INC
+$115.7K
37,947
增持
APPS
DIGITAL TURBINE INC
+$113.0K
36,462
+61%
建仓
SYF
SYCHRONY FINANCIAL
+$110.3K
2,888
减持
—
SOMALOGIC INC
+$108.1K
805,224
-0%
增持
TECH
BIO-TECHNE CORP
+$107.7K
4,864
+24%
增持
—
REDHILL BIOPHARMA LTD
+$106.3K
89,589
+87%
减持
MRVL
MARVELL TECHNOLOGY INC
+$99.0K
17,002
-1%
增持
MXCT
MAXCYTE INC
+$93.5K
56,701
+2%
减持
SHEL
SHELL PLC
-$92.3K
4,755
-24%
增持
PYPL
PAYPAL HLDGS INC
+$78.2K
5,073
+27%
增持
MU
MICRON TECHNOLOGY INC
+$69.7K
3,996
+0%
减持
CESDF
CES ENERGY SOLUTIONS CORP
-$63.2K
99,592
-12%
减持
DVN
DEVON ENERGY CORP NEW
-$62.2K
24,978
-0%
增持
GDRX
GOODRX HLDGS INC
+$61.0K
52,624
+2%
清仓
—
TFF PHARMACEUTICALS INC
-$56.9K
0
-100%
减持
MSFT
MICROSOFT CORP
+$51.1K
937
-2%
减持
GILD
GILEAD SCIENCES
-$47.3K
2,339
-26%
增持
FTCHQ
FARFETCH LTD
-$47.2K
28,295
+24%
减持
BX
BLACKSTONE INC
+$46.1K
2,155
-2%
减持
META
META PLATFORMS INC
+$41.3K
1,143
-6%
减持
ONTO
ONTO INNOVATION INC
+$40.5K
1,700
-1%
减持
CVLT
COMMVAULT SYS INC
+$39.7K
3,629
-2%
增持
LTH
LIFE TIME GROUP HOLDINGS INC
+$39.7K
13,504
+25%
减持
BLZE
BACKBLAZE INC
+$33.1K
54,404
-21%
减持
—
LL FLOORING HOLDINGS INC
+$27.7K
51,487
-6%
减持
NVDA
NVIDIA CORPORATION
-$27.6K
503
-21%
减持
GAP
GAP INC
+$24.9K
6,593
-38%
减持
SBUX
STARBUCKS CORP
-$24.4K
4,179
-10%
增持
DHX
DHI GROUP INC
-$23.6K
50,535
+0%
减持
MRK
MERCK & CO INC
-$22.8K
3,401
-11%
减持
—
WALGREENS BOOTS ALLIANCE INC
+$19.3K
18,356
-11%
减持
—
SOMALOGIC INC
-$18.9K
147,511
-11%
减持
VIAV
VIAVI SOLUTIONS INC
+$16.6K
18,549
-0%
减持
WBD
WARNER BROS DISCOVERY INC
-$12.4K
21,168
-9%
增持
ZM
ZOOM VIDEO COMMUNICATIONS INC
+$11.1K
4,336
+1%
增持
GNTX
GENTEX CORP
+$8.6K
59,569
+0%
减持
GOOGL
ALPHABET INC
+$6.4K
2,625
-5%
增持
PFE
PFIZER INC
+$5.8K
35,922
+16%
减持
T
AT&T INC
+$4.7K
41,567
-10%
增持
—
LIVEPERSON INC
+$4.4K
20,251
+9%
清仓
WGSWW
GENEDX HOLDINGS CORP
-$1.1K
0
-100%
