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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 101 项
建仓 3
增持 34
减持 50
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
CDNA
CAREDX INC
-$14.3M
1,431,196
-0%
减持
—
SECUREWORKS CORP
-$11.6M
197,193
-87%
清仓
—
ZUORA INC
-$9.1M
0
-100%
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
FIVN
FIVE9 INC
+$5.4M
366,096
+10%
减持
WGS
GENEDX HOLDINGS CORP
+$4.6M
359,376
-34%
减持
ENSG
ENSIGN GROUP INC
-$4.4M
220,725
-6%
减持
PSIX
POWER SOLUTIONS INTL INC
+$4.3M
850,146
-17%
增持
AMRC
AMERESCO INC
-$4.3M
571,202
+22%
建仓
NCNO
NCINO INC
+$4.2M
124,759
减持
TMCI
TREACE MED CONCEPTS INC
+$2.9M
1,767,933
-0%
减持
CARG
CARGURUS INC
+$2.7M
414,998
-0%
减持
FRSH
FRESHWORKS INC
+$2.6M
815,771
-11%
减持
VERX
VERTEX INC
+$2.6M
175,810
-1%
增持
KLTR
KALTURA INC
+$2.3M
2,217,379
+16%
增持
—
AIR LEASE CORP
+$2.2M
734,867
+0%
增持
EXAS
EXACT SCIENCES CORP
-$2.1M
246,204
+5%
减持
IONQ
IONQ INC
-$1.9M
5,764
-98%
增持
BL
BLACKLINE INC
+$1.8M
197,278
+7%
减持
PNTG
PENNANT GROUP INC
-$1.7M
156,774
-4%
减持
CAKE
CHEESECAKE FACTORY INC
+$1.5M
218,157
-0%
增持
PCRX
PACIRA BIOSCIENCES INC
+$1.4M
321,743
+5%
增持
QDEL
QUIDELORTHO CORP
+$1.2M
91,060
+45%
增持
—
E2OPEN PARENT HOLDINGS INC
-$1.2M
2,182,893
+38%
减持
EPD
ENTERPRISE PRODS PARTNERS L P
+$1.0M
498,190
-1%
增持
—
VEREN INC
+$952.0K
1,086,791
+44%
减持
DV
DOUBLEVERIFY HLDGS INC
-$923.1K
123,901
-37%
减持
PRLB
PROTO LABS INC
+$898.1K
93,079
-0%
增持
ICUI
ICU MED INC
-$756.3K
28,881
+0%
增持
PROF
PROFOUND MED CORP
+$731.2K
1,652,531
+13%
增持
KMX
CARMAX INC
+$721.9K
159,147
+0%
减持
TPR
TAPESTRY INC
+$688.9K
47,064
-7%
减持
EQIX
EQUINIX INC
+$683.0K
12,841
-0%
减持
CTRE
CARETRUST REIT INC
-$604.6K
158,600
-0%
增持
MXCT
MAXCYTE INC
+$591.1K
197,326
+234%
建仓
WEAV
WEAVE COMMUNICATIONS INC
+$524.4K
32,940
清仓
INTC
INTEL CORP
-$504.7K
0
-100%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$479.0K
18,857
-3%
减持
BLFS
BIOLIFE SOLUTIONS INC
+$467.7K
567,215
-0%
减持
MRVL
MARVELL TECHNOLOGY INC
+$416.8K
14,045
-11%
增持
—
CNFINANCE HLDGS LTD
-$409.8K
1,688,732
+5%
减持
ISRG
INTUITIVE SURGICAL INC
+$386.5K
59,161
-5%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$363.5K
148,159
-0%
增持
—
NAVIGATOR HLDGS LTD
+$317.6K
852,608
+7%
建仓
—
GAMBLING COM GROUP LIMITED
+$316.9K
22,508
清仓
RBLX
ROBLOX CORP
-$287.2K
0
-100%
清仓
—
OCADO GROUP PLC
-$243.1K
0
-100%
增持
—
DURECT CORP
-$226.3K
402,013
+2%
减持
GNRC
GENERAC HLDGS INC
-$221.2K
54,682
-0%
减持
SAM
BOSTON BEER INC
+$220.9K
22,380
-0%
清仓
SHOO
MADDEN STEVEN LTD
-$214.5K
0
-100%
清仓
—
ARC DOCUMENT SOLUTIONS INC
-$194.9K
0
-100%
清仓
RAMP
LIVERAMP HLDGS INC
-$185.7K
0
-100%
清仓
GAP
GAP INC
-$182.6K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$182.5K
19,952
-3%
减持
GNL
GLOBAL NET LEASE INC
-$161.9K
105,073
-5%
减持
SLG
SL GREEN RLTY CORP
-$160.9K
30,277
-5%
清仓
ABNB
AIRBNB INC
-$155.3K
0
-100%
增持
DVN
DEVON ENERGY CORP
+$149.8K
30,583
+41%
减持
PFE
PFIZER INC
-$136.6K
35,476
-5%
增持
AKAM
AKAMAI TECHNOLOGIES INC
-$132.1K
29,552
+1%
清仓
—
CAPRI HOLDINGS LIMITED
-$124.8K
0
-100%
减持
HIMX
HIMAX TECHNOLOGIES INC
+$122.9K
54,380
-5%
清仓
SYF
SYNCHRONY FINANCIAL
-$121.9K
0
-100%
减持
—
EXXON MOBIL CORP
-$120.0K
7,140
-6%
增持
GDRX
GOODRX HLDGS INC
-$116.5K
69,867
+10%
清仓
ADM
ARCHER DANIELS MIDLAND
-$107.5K
0
-100%
增持
MBLY
MOBILEYE GLOBAL INC
+$102.2K
16,139
+1%
减持
CELC
CELCUITY INC
-$100.2K
52,479
-1%
增持
PTEN
PATTERSON-UTI ENERGY INC
+$98.1K
159,770
+0%
减持
RNTX
AILERON THERAPEUTICS INC
-$89.0K
71,745
-0%
减持
MRK
MERCK & CO INC
-$84.1K
4,073
-5%
减持
NTDOY
NINTENDO LTD
+$80.9K
75,506
-2%
减持
GNTX
GENTEX CORP
-$78.1K
57,774
-1%
减持
LAB
STANDARD BIOTOOLS INC
-$74.7K
23,930
-60%
增持
VIAV
VIAVI SOLUTIONS INC
+$66.4K
23,949
+23%
减持
MU
MICRON TECHNOLOGY INC
-$61.7K
3,137
-0%
减持
CESDF
CES ENERGY SOLUTIONS CORP
+$57.3K
46,180
-2%
减持
T
AT&T INC
-$55.6K
39,388
-9%
增持
PYPL
PAYPAL HLDGS INC
+$54.6K
6,539
+1%
增持
CGNX
Cognex Corp
+$53.6K
7,387
+42%
减持
—
ALPHA & OMEGA SEMICONDUCTOR LT
-$50.7K
214,105
-0%
清仓
LUXE
MYT NETHERLANDS PARENT B V
-$48.4K
0
-100%
减持
YEXT
YEXT INC
-$45.2K
13,332
-29%
减持
LTH
LIFE TIME GROUP HOLDINGS INC
-$45.1K
19,226
-0%
减持
WBD
WARNER BROS DISCOVERY INC
+$42.9K
18,717
-0%
清仓
—
LESLIES INC
-$39.1K
0
-100%
增持
RNG
RINGCENTRAL INC
+$38.9K
7,703
+6%
增持
ONTO
ONTO INNOVATION INC
-$36.1K
1,457
+8%
增持
TECH
Bio-Techne Corp
-$23.0K
7,858
+7%
减持
PETS
PETMED EXPRESS INC
+$22.6K
24,530
-6%
增持
MSFT
MICROSOFT CORP
+$22.0K
680
+11%
减持
SHOP
SHOPIFY INC
+$19.3K
5,709
-22%
增持
BLZE
BACKBLAZE INC
-$19.1K
55,422
+0%
增持
APPS
DIGITAL TURBINE INC
+$15.4K
104,123
+99%
减持
BX
BLACKSTONE INC
-$14.5K
2,011
-15%
减持
META
META PLATFORMS INC
+$12.3K
983
-0%
增持
ETSY
ETSY INC
+$7.3K
5,148
+8%
增持
DHX
DHI Group Inc
+$3.8K
49,784
+9%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$1.5K
20,354
-5%
减持
EOG
EOG RES INC
-$1.4K
2,593
-0%
增持
CVLT
COMMVAULT SYS INC
-$393
2,907
+2%
