小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 104 项
建仓 6
增持 42
减持 46
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
—
EVERBRIDGE INC
-$5.7M
0
-100%
增持
VERX
VERTEX INC
+$4.3M
218,234
+120%
增持
WGS
GENEDX HOLDINGS CORP
+$4.1M
556,305
+59%
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。
建仓
—
CRESCENT PT ENERGY CORP
+$3.9M
471,988
减持
—
AIR LEASE CORP
+$3.6M
748,893
-10%
增持
QDEL
QUIDELORTHO CORP
+$3.5M
223,997
+129%
减持
AMRC
AMERESCO INC
-$2.7M
346,652
-1%
建仓
IONQ
IONQ INC
+$2.4M
241,276
增持
PCRX
PACIRA BIOSCIENCES INC
-$2.4M
548,968
+1%
建仓
LAB
STANDARD BIOTOOLS INC
+$2.3M
855,145
清仓
—
SOMALOGIC INC
-$2.0M
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$2.0M
4,393
-7%
增持
FIVN
FIVE9 INC
-$2.0M
226,373
+11%
减持
—
ALPHA & OMEGA SEMICONDUCTOR LTD
-$1.7M
330,504
-4%
增持
KMX
CARMAX INC
+$1.6M
156,386
+0%
减持
—
NAVIGATOR HLDGS LTD
-$1.6M
926,652
-15%
增持
FRSH
FRESHWORKS INC
-$1.5M
592,891
+13%
减持
ENSG
ENSIGN GROUP INC
+$1.5M
251,782
-5%
增持
CDNA
CAREDX INC
-$1.4M
2,245,529
+7%
清仓
ALT
ALTIMMUNE INC
-$1.3M
0
-100%
减持
KLTR
KALTURA INC
-$1.2M
1,649,722
-5%
减持
PNTG
PENNANT GROUP INC
+$1.0M
184,643
-2%
减持
ISRG
INTUITIVE SURGICAL INC
-$948.5K
51,140
-19%
减持
—
SECUREWORKS CORP
-$919.8K
1,305,405
-1%
减持
CARG
CARGURUS INC
-$895.5K
432,266
-4%
减持
BLFS
BIOLIFE SOLUTIONS INC
+$810.9K
593,392
-5%
减持
EPD
ENTERPRISE PRODS PARTNERS LP
+$740.2K
514,237
-5%
建仓
—
NEW YORK CMNTY BANCORP INC
+$682.1K
211,840
减持
—
ZUORA INC
-$673.5K
1,019,240
-4%
增持
SAM
BOSTON BEER INC
-$667.8K
16,893
+0%
减持
EQIX
EQUINIX INC
-$654.5K
13,223
-8%
减持
BL
BLACKLINE INC
-$591.3K
166,045
-8%
减持
TPR
TAPESTRY INC
+$538.6K
51,064
-0%
减持
SLG
SL GREEN RLTY CORP
+$374.3K
38,325
-0%
减持
CELC
CELCUITY INC
+$369.3K
53,530
-1%
减持
—
CNFINANCE HLDGS LTD
-$364.2K
1,532,939
-4%
增持
T
AT&T INC
+$356.4K
59,879
+44%
增持
PSIX
POWER SOLUTIONS INTL INC
+$330.1K
1,291,925
+1%
增持
CAKE
CHEESECAKE FACTORY INC
+$326.1K
218,766
+1%
建仓
HIMX
HIMAX TECHNOLOGIES INC
+$319.9K
59,803
清仓
ZM
ZOOM VIDEO COMMUNICATIONS INC
-$311.8K
0
-100%
增持
MRK
MERCK & CO INC
+$311.1K
5,168
+52%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$288.5K
29,849
-0%
增持
PRLB
PROTO LABS INC
-$277.3K
92,533
+1%
减持
CTRE
CARETRUST REIT INC
-$259.4K
158,614
-14%
增持
ICUI
ICU MED INC
+$251.8K
23,120
+3%
增持
—
DURECT CORP
+$248.3K
380,131
+6%
增持
PTEN
PATTERSON-UTI ENERGY INC
+$221.0K
159,369
+2%
建仓
CGNX
COGNEX CORP
+$217.4K
5,125
减持
GNTX
GENTEX CORP
+$202.7K
59,476
-0%
减持
—
E2OPEN PARENT HOLDINGS INC
-$195.2K
1,629,576
-4%
清仓
GILD
GILEAD SCIENCES
-$189.5K
0
-100%
增持
SBUX
STARBUCKS CORP
+$187.4K
6,441
+54%
清仓
RVLV
REVOLVE GROUP INC
-$180.4K
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
+$176.9K
16,963
-0%
增持
GNL
GLOBAL NET LEASE INC
-$159.1K
113,866
+9%
增持
EXAS
EXACT SCIENCES CORP
-$158.3K
72,084
+4%
增持
APPS
DIGITAL TURBINE INC
-$152.6K
37,244
+2%
减持
—
LL FLOORING HOLDINGS INC
-$147.3K
29,248
-43%
增持
BLZE
BACKBLAZE INC
+$145.9K
54,624
+0%
清仓
GAP
GAP INC
-$137.9K
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$132.9K
0
-100%
增持
TECH
BIO-TECHNE CORP
+$119.8K
7,034
+45%
减持
MU
MICRON TECHNOLOGY INC
+$119.5K
3,906
-2%
增持
GNRC
GENERAC HLDGS INC
-$110.8K
38,042
+0%
清仓
SYF
SYCHRONY FINANCIAL
-$110.3K
0
-100%
减持
PETS
PETMED EXPRESS INC
-$108.5K
27,207
-14%
减持
DVN
DEVON ENERGY CORP
+$107.0K
24,682
-1%
增持
DV
DOUBLEVERIFY HLDGS INC
-$100.9K
86,018
+1%
增持
DHX
DHI GROUP INC
+$95.6K
88,830
+76%
减持
CESDF
CES ENERGY SOLUTIONS CORP
+$84.3K
99,387
-0%
增持
CVLT
COMMVAULT SYS INC
+$83.3K
3,678
+1%
减持
META
META PLATFORMS INC
+$82.0K
1,002
-12%
清仓
—
LIVEPERSON INC
-$76.8K
0
-100%
减持
—
ENVIVA INC
-$73.6K
130,102
-1%
增持
—
REDHILL BIOPHARMA LTD
-$68.1K
118,360
+32%
增持
MBLY
MOBILEYE GLOBAL INC
+$62.0K
7,368
+83%
增持
WBD
WARNER BROS DISCOVERY INC
-$56.0K
21,183
+0%
减持
RBLX
ROBLOX CORP
-$52.1K
6,453
-1%
增持
ONTO
ONTO INNOVATION INC
+$50.4K
1,714
+1%
增持
MSFT
MICROSOFT CORP
+$46.1K
947
+1%
减持
PROF
PROFOUND MED CORP
-$45.3K
1,529,037
-1%
减持
NTDOY
NINTENDO LTD
+$44.1K
77,530
-0%
增持
PYPL
PAYPAL HLDGS INC
+$36.1K
5,190
+2%
增持
BX
BLACKSTONE INC
+$34.6K
2,411
+12%
增持
—
MODEL N INC
+$31.2K
8,425
+9%
增持
PFE
PFIZER INC
+$30.7K
38,376
+7%
减持
MXCT
MAXCYTE INC
-$30.4K
56,342
-1%
减持
GOOGL
ALPHABET INC
+$26.6K
2,606
-1%
减持
SHOP
SHOPIFY INC
-$24.6K
7,066
-3%
减持
EOG
EOG RES INC
+$20.5K
3,743
-1%
减持
GDRX
GOODRX HLDGS INC
+$20.4K
52,539
-0%
减持
SHOO
MADDEN STEVEN LTD
-$19.8K
5,047
-9%
增持
RAMP
LIVERAMP HLDGS INC
-$17.7K
6,490
+2%
减持
—
EXXON MOBIL CORP
-$17.3K
7,868
-16%
减持
YEXT
YEXT INC
-$16.9K
18,885
-15%
减持
—
SOMALOGIC INC
-$16.3K
140,135
-5%
增持
ETSY
ETSY INC
+$16.0K
3,348
+27%
增持
VIAV
VIAVI SOLUTIONS INC
-$13.8K
19,036
+3%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$13.2K
21,019
-0%
增持
RNG
RINGCENTRAL INC
+$8.5K
6,550
+2%
增持
LTH
LIFE TIME GROUP HOLDINGS INC
+$6.2K
13,519
+0%
减持
SHEL
SHELL PLC
-$2.4K
4,631
-3%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$1.4K
22,033
+20%
