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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 102 项
建仓 6
增持 41
减持 48
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
CDNA
CAREDX INC
+$10.0M
2,174,167
-3%
增持
WGS
GENEDX HOLDINGS CORP COM CL A
+$9.9M
573,039
+3%
增持
EXAS
EXACT SCIENCES CORP
+$5.4M
246,503
+242%
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。
减持
PSIX
POWER SOLUTIONS INTL INC COM NEW
+$5.2M
1,282,653
-1%
减持
QDEL
QUIDELORTHO CORP
-$4.9M
174,752
-22%
建仓
—
VEREN INC
+$4.4M
564,063
减持
—
ALPHA & OMEGA SEMICONDUCTOR LT
+$4.4M
311,823
-6%
清仓
—
CRESCENT PT ENERGY CORP
-$3.9M
0
-100%
减持
—
AIR LEASE CORP CL A
-$3.5M
737,494
-2%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$3.3M
151,036
+3338%
建仓
TMCI
TREACE MED CONCEPTS INC
+$3.2M
483,581
增持
FIVN
FIVE9 INC
-$2.9M
253,532
+12%
减持
ENSG
ENSIGN GROUP INC
-$2.2M
235,194
-7%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$2.1M
50,671
-1%
增持
KMX
CARMAX INC
-$2.0M
158,506
+1%
增持
AMRC
AMERESCO INC CL A
+$2.0M
359,273
+4%
增持
BL
BLACKLINE INC
-$1.7M
185,587
+12%
增持
—
SECUREWORKS CORP CL A
+$1.7M
1,494,494
+14%
增持
FRSH
FRESHWORKS INC CLASS A COM
-$1.5M
735,631
+24%
减持
BLFS
BIOLIFE SOLUTIONS INC COM NEW
+$1.4M
577,233
-3%
增持
PCRX
PACIRA BIOSCIENCES INC
+$1.0M
596,591
+9%
减持
CARG
CARGURUS INC COM CL A
+$1.0M
419,647
-3%
建仓
FLG
NEW YORK CMNTY BANCORP INC
+$958.1K
297,534
增持
—
ZUORA INC COM
+$934.7K
1,030,226
+1%
增持
EQIX
EQUINIX INC
-$832.4K
13,324
+1%
增持
DV
DOUBLEVERIFY HLDGS INC
+$803.2K
196,590
+129%
清仓
WFC
WELLS FARGO CO NEW
-$756.7K
0
-100%
增持
LAB
STANDARD BIOTOOLS INC
-$727.1K
898,509
+5%
减持
—
CNFINANCE HLDGS LTD SPON ADS
-$710.2K
1,520,330
-1%
增持
IONQ
IONQ INC
-$703.8K
242,756
+1%
增持
SAM
BOSTON BEER INC CL A
+$686.3K
19,108
+13%
清仓
—
NEW YORK CMNTY BANCORP INC
-$682.1K
0
-100%
减持
CAKE
CHEESECAKE FACTORY INC
+$673.5K
218,425
-0%
减持
EPD
ENTERPRISE PRODS PARTNERS L P
-$619.9K
496,396
-3%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$583.9K
29,557
-1%
减持
PNTG
PENNANT GROUP INC
+$572.9K
181,001
-2%
减持
VERX
VERTEX INC CL A
-$513.5K
178,019
-18%
增持
PRLB
PROTO LABS INC
-$437.9K
92,914
+0%
减持
PROF
PROFOUND MED CORP COM NEW
-$386.2K
1,508,521
-1%
增持
ICUI
ICU MED INC
+$324.9K
23,631
+2%
减持
CELC
CELCUITY INC
-$285.0K
53,192
-1%
减持
SLG
SL GREEN RLTY CORP
-$284.6K
32,279
-16%
减持
TPR
TAPESTRY INC
-$257.8K
50,636
-1%
增持
PTEN
PATTERSON-UTI ENERGY INC
-$247.3K
159,799
+0%
清仓
—
MODEL N INC
-$239.9K
0
-100%
增持
BLZE
BACKBLAZE INC COM CL A
-$219.7K
55,044
+1%
减持
GNRC
GENERAC HLDGS INC
+$217.8K
37,940
-0%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$216.8K
21,590
-2%
减持
T
AT&T INC
-$213.8K
43,960
-27%
清仓
SHOO
MADDEN STEVEN LTD
-$213.4K
0
-100%
减持
GNTX
GENTEX CORP
-$173.7K
58,575
-2%
增持
LTH
LIFE TIME GROUP HOLDINGS INC COMMON STOCK
+$168.8K
20,106
+49%
建仓
RVLV
REVOLVE GROUP INC
+$149.4K
9,390
增持
SBUX
STARBUCKS CORP
+$149.2K
9,478
+47%
增持
RNTX
AILERON THERAPEUTICS INC COM NEW
-$146.4K
37,977
+0%
减持
HIMX
HIMAX TECHNOLOGIES INC
+$145.4K
58,605
-2%
减持
EOG
EOG RES INC
-$137.3K
2,711
-28%
减持
MRK
MERCK & CO INC
-$127.0K
4,482
-13%
增持
GDRX
GOODRX HLDGS INC COM CL A
+$121.1K
63,354
+21%
减持
MU
MICRON TECHNOLOGY INC
-$116.4K
2,616
-33%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$104.7K
19,464
-7%
建仓
KYTX
KYVERNA THERAPEUTICS INC
+$91.0K
12,136
减持
DVN
DEVON ENERGY CORP NEW
-$87.2K
24,289
-2%
减持
MRVL
MARVELL TECHNOLOGY INC
-$82.0K
16,027
-6%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$81.7K
2,608
+0%
减持
—
E2OPEN PARENT HOLDINGS INC COM CL A
-$77.1K
1,594,250
-2%
增持
NVDA
NVIDIA CORPORATION
-$76.7K
3,058
+508%
增持
CVLT
COMMVAULT SYS INC
+$75.2K
3,687
+0%
增持
KLTR
KALTURA INC
+$74.1K
1,917,716
+16%
减持
CESDF
CES ENERGY SOLUTIONS CORP
-$71.5K
48,576
-51%
减持
GNL
GLOBAL NET LEASE INC COM NEW
-$65.1K
111,518
-2%
减持
—
NAVIGATOR HLDGS LTD
-$64.6K
810,970
-12%
建仓
LUXE
MYT NETHERLANDS PARENT B V
+$62.2K
12,198
增持
SHOP
SHOPIFY INC CL A
-$62.1K
7,315
+4%
增持
PYPL
PAYPAL HLDGS INC
-$45.1K
5,215
+0%
增持
VIAV
VIAVI SOLUTIONS INC
-$40.7K
19,261
+1%
增持
DHX
DHI Group Inc
-$39.3K
89,577
+1%
减持
MBLY
MOBILEYE GLOBAL INC COMMON CLASS A
-$34.0K
7,223
-2%
减持
NTDOY
NINTENDO LTD UNSPON ADS
-$32.3K
76,795
-1%
减持
—
EXXON MOBIL CORP
-$32.0K
7,667
-3%
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$30.0K
20,830
-2%
减持
BX
BLACKSTONE INC
-$28.2K
2,331
-3%
增持
MSFT
MICROSOFT CORP
+$27.1K
952
+1%
增持
RNG
RINGCENTRAL INC CL A
-$23.9K
7,223
+10%
增持
CGNX
COGNEX CORP
+$23.6K
5,154
+1%
减持
—
DURECT CORP COM NEW
+$22.8K
374,214
-2%
减持
PETS
PETMED EXPRESS INC
-$22.6K
26,606
-2%
减持
SHEL
SHELL PLC SPON ADS
+$21.3K
4,596
-1%
减持
—
REDHILL BIOPHARMA LTD SPON ADS NEW
-$19.7K
116,020
-2%
减持
ONTO
ONTO INNOVATION INC
-$17.3K
1,335
-22%
减持
YEXT
YEXT INC
-$15.1K
18,471
-2%
增持
TECH
Bio-Techne Corp
+$14.7K
7,116
+1%
增持
MXCT
MAXCYTE INC
-$14.6K
56,506
+0%
减持
PFE
PFIZER INC
-$12.7K
37,608
-2%
增持
APPS
DIGITAL TURBINE INC COM NEW
-$10.7K
52,309
+40%
减持
META
META PLATFORMS INC CL A
+$9.6K
984
-2%
减持
—
ENVIVA INC
-$8.9K
112,494
-14%
增持
RBLX
ROBLOX CORP CL A
-$5.7K
6,467
+0%
增持
RAMP
LIVERAMP HLDGS INC
+$4.5K
7,381
+14%
清仓
—
SOMALOGIC INC
-$1.4K
0
-100%
增持
ETSY
ETSY INC
+$1.1K
3,919
+17%
清仓
FTCHQ
FARFETCH LTD
-$283
0
-100%
