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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 96 项
建仓 8
增持 47
减持 40
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
PSIX
POWER SOLUTIONS INTL INC
-$12.0M
525,291
-38%
减持
CARG
CARGURUS INC
-$5.7M
326,436
-21%
减持
CDNA
CAREDX INC
-$5.4M
1,421,689
-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
FIVN
FIVE9 INC
-$4.6M
379,059
+4%
建仓
OSUR
OraSure Technologies Inc
+$3.6M
1,073,771
减持
ISRG
INTUITIVE SURGICAL INC
-$2.8M
56,705
-4%
增持
—
ALPHA & OMEGA SEMICONDUCTOR LT
-$2.6M
214,761
+0%
增持
PROF
PROFOUND MED CORP
-$2.5M
1,697,680
+3%
减持
WGS
GENEDX HOLDINGS CORP
-$2.4M
284,911
-21%
减持
BLFS
BIOLIFE SOLUTIONS INC
-$2.4M
540,952
-5%
建仓
WCPRF
WHITECAP RES INC
+$2.3M
359,302
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$2.3M
6,932
-77%
增持
IONQ
IONQ INC
+$2.2M
111,348
+1832%
增持
CAKE
CHEESECAKE FACTORY INC
+$2.2M
257,328
+18%
增持
EXAS
EXACT SCIENCES CORP
-$2.1M
270,664
+10%
增持
MXCT
MAXCYTE INC
+$2.0M
1,048,318
+431%
增持
—
VEREN INC
+$1.9M
1,124,330
+3%
增持
—
E2OPEN PARENT HOLDINGS INC
+$1.8M
3,820,311
+75%
减持
—
NAVIGATOR HLDGS LTD
-$1.8M
851,643
-0%
增持
AMRC
AMERESCO INC
-$1.7M
968,528
+70%
清仓
—
SECUREWORKS CORP
-$1.7M
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.6M
145,824
-2%
减持
PCRX
PACIRA BIOSCIENCES INC
+$1.6M
308,334
-4%
减持
TMCI
TREACE MED CONCEPTS INC
+$1.5M
1,746,536
-1%
减持
TPR
TAPESTRY INC
-$1.2M
26,587
-44%
减持
DV
DOUBLEVERIFY HLDGS INC
-$1.1M
95,830
-23%
减持
EPD
ENTERPRISE PRODS PARTNERS L P
+$1.0M
487,877
-2%
增持
EQIX
EQUINIX INC
-$1.0M
13,590
+6%
减持
ENSG
ENSIGN GROUP INC
-$970.4K
219,128
-1%
减持
MRVL
MARVELL TECHNOLOGY INC
-$871.0K
11,049
-21%
增持
QDEL
QUIDELORTHO CORP
-$869.8K
91,134
+0%
增持
SAM
BOSTON BEER INC
-$858.2K
24,516
+10%
增持
FRSH
FRESHWORKS INC
-$818.1K
876,889
+7%
减持
KLTR
KALTURA INC
-$792.8K
2,173,086
-2%
增持
NCNO
NCINO INC
-$760.5K
124,823
+0%
减持
KMX
CARMAX INC
-$751.1K
157,350
-1%
增持
DVN
DEVON ENERGY CORP
+$563.2K
41,822
+37%
减持
SLG
SL GREEN RLTY CORP
-$546.9K
26,162
-14%
增持
NVDA
NVIDIA CORPORATION
-$428.4K
20,769
+4%
建仓
QSR
RESTAURANT BRANDS INTL INC
+$377.0K
5,658
建仓
ATNM
ACTINIUM PHARMACEUTICALS INC
+$364.9K
226,622
建仓
TTD
THE TRADE DESK INC
+$361.1K
6,599
减持
PNTG
PENNANT GROUP INC
-$332.2K
152,104
-3%
增持
GNRC
GENERAC HLDGS INC
-$331.0K
64,330
+18%
减持
GNTX
GENTEX CORP
-$328.9K
57,122
-1%
减持
SBUX
STARBUCKS CORP
-$309.9K
4,872
-44%
增持
FLG
FLAGSTAR FINANCIAL INC
+$262.9K
104,727
+2%
增持
T
AT&T INC
+$219.9K
39,488
+0%
增持
PRLB
PROTO LABS INC
-$217.7K
97,625
+5%
减持
CTRE
CARETRUST REIT INC
+$162.3K
155,788
-2%
增持
BL
BLACKLINE INC
+$154.1K
250,738
+27%
减持
NTDOY
NINTENDO LTD
+$154.0K
73,307
-3%
建仓
SHOO
MADDEN STEVEN LTD
+$139.7K
5,243
增持
CELC
CELCUITY INC
-$137.9K
54,310
+3%
建仓
VCEL
VERICEL CORP
+$136.6K
3,062
增持
PYPL
PAYPAL HLDGS INC
-$127.9K
6,593
+1%
减持
MBLY
MOBILEYE GLOBAL INC
-$121.5K
13,892
-14%
建仓
GAP
GAP INC
+$116.8K
5,668
减持
—
AIR LEASE CORP
-$109.3K
731,083
-1%
减持
GOOGL
ALPHABET INC
-$98.8K
2,556
-2%
增持
—
EXXON MOBIL CORP
+$92.4K
7,235
+1%
减持
META
META PLATFORMS INC
-$92.0K
839
-15%
减持
APPS
DIGITAL TURBINE INC
+$88.4K
97,375
-6%
减持
SHOP
SHOPIFY INC
-$86.4K
5,453
-4%
增持
GDRX
GOODRX HLDGS INC
+$85.9K
93,143
+33%
增持
GNL
GLOBAL NET LEASE INC
+$81.6K
105,552
+0%
减持
WFC
WELLS FARGO CO
-$76.5K
1,925
-37%
减持
BX
BLACKSTONE INC
-$71.0K
1,973
-2%
增持
RNG
RINGCENTRAL INC
-$67.8K
8,155
+6%
增持
PFE
PFIZER INC
+$67.1K
39,791
+12%
增持
BLZE
BACKBLAZE INC
-$64.3K
55,773
+1%
增持
WEAV
WEAVE COMMUNICATIONS INC
-$58.7K
41,992
+27%
增持
ONTO
ONTO INNOVATION INC
-$55.1K
1,547
+6%
减持
MRK
MERCK & CO INC
-$42.6K
4,040
-1%
增持
TECH
Bio-Techne Corp
-$41.7K
8,943
+14%
减持
WBD
WARNER BROS DISCOVERY INC
-$41.4K
14,576
-22%
减持
ETSY
ETSY INC
-$36.9K
4,990
-3%
增持
—
CNFINANCE HLDGS LTD
+$36.2K
2,103,222
+25%
增持
HIMX
HIMAX TECHNOLOGIES INC
-$36.1K
54,580
+0%
减持
—
WALGREENS BOOTS ALLIANCE INC
+$35.6K
20,184
-1%
增持
ICUI
ICU MED INC
-$32.5K
32,039
+11%
增持
CGNX
Cognex Corp
+$30.2K
9,891
+34%
增持
VIAV
VIAVI SOLUTIONS INC
+$29.7K
24,268
+1%
增持
—
GAMBLING COM GROUP LIMITED
-$29.5K
22,772
+1%
增持
VERX
VERTEX INC
+$24.9K
268,620
+53%
增持
CVLT
COMMVAULT SYS INC
+$23.9K
2,932
+1%
增持
—
DURECT CORP
+$22.4K
403,884
+0%
增持
MSFT
MICROSOFT CORP
-$22.3K
704
+4%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$22.2K
22,798
+21%
减持
PETS
PETMED EXPRESS INC
-$18.1K
23,889
-3%
增持
LAB
STANDARD BIOTOOLS INC
-$15.2K
24,677
+3%
减持
LTH
LIFE TIME GROUP HOLDINGS INC
-$14.6K
13,599
-29%
增持
DHX
DHI Group Inc
-$8.5K
57,244
+15%
减持
EOG
EOG RES INC
-$7.1K
2,423
-7%
减持
YEXT
YEXT INC
-$5.1K
12,937
-3%
增持
PTEN
PATTERSON-UTI ENERGY INC
+$1.2K
160,690
+1%
