小隐寺数据中心

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

数据来源:SEC及其他第三方非公开数据库

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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 82 项建仓 1增持 34减持 35清仓 12

方向

标的

Δ市值

现股数(环比)

建仓

ASPN ASPEN AEROGELS INC

+$11.2M

1,899,108

减持

PSIX POWER SOLUTIONS INTL INC

+$8.8M

341,611 -35%

增持

— AIR LEASE CORP

+$7.8M

736,437 +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。

清仓

— E2OPEN PARENT HOLDINGS INC

-$7.6M

0 -100%

清仓

— VEREN INC

-$7.4M

0 -100%

增持

CDNA CAREDX INC

+$5.0M

1,548,912 +9%

增持

DV DOUBLEVERIFY HLDGS INC

+$4.2M

365,000 +281%

减持

ENSG ENSIGN GROUP INC

+$3.9M

208,994 -5%

减持

CAKE CHEESECAKE FACTORY INC

+$3.5M

256,354 -0%

增持

EXAS EXACT SCIENCES CORP

+$3.1M

278,789 +3%

清仓

MXCT MAXCYTE INC

-$2.9M

0 -100%

增持

EQIX EQUINIX INC

+$2.8M

17,392 +28%

清仓

IONQ IONQ INC

-$2.5M

0 -100%

减持

NCNO NCINO INC

-$2.4M

36,732 -71%

增持

BL BLACKLINE INC

+$2.1M

252,241 +1%

增持

GNRC GENERAC HLDGS INC

+$1.6M

68,189 +6%

减持

EPD ENTERPRISE PRODS PARTNERS L P

-$1.5M

487,590 -0%

减持

AMRC AMERESCO INC

+$1.5M

870,245 -10%

增持

TMCI TREACE MED CONCEPTS INC

-$1.4M

2,250,148 +29%

增持

FRSH FRESHWORKS INC

+$1.4M

924,590 +5%

减持

CARG CARGURUS INC

+$1.4M

324,921 -0%

增持

KMX CARMAX INC

-$1.3M

163,417 +4%

增持

OSUR OraSure Technologies Inc

+$1.2M

1,604,142 +49%

增持

PRLB PROTO LABS INC

+$1.2M

114,574 +17%

减持

ISRG INTUITIVE SURGICAL INC

+$1.2M

53,824 -5%

增持

PCRX PACIRA BIOSCIENCES INC

+$1.1M

368,353 +19%

减持

QDEL QUIDELORTHO CORP

-$1.1M

72,877 -20%

增持

SAM BOSTON BEER INC

-$1.1M

25,051 +2%

增持

NVDA NVIDIA CORPORATION

+$1.0M

20,864 +0%

增持

— NAVIGATOR HLDGS LTD

+$989.4K

871,008 +2%

增持

WCPRF WHITECAP RES INC

+$959.2K

487,779 +36%

减持

DVN DEVON ENERGY CORP

-$918.0K

20,311 -51%

增持

CMG CHIPOTLE MEXICAN GRILL INC

+$906.8K

146,548 +0%

增持

MCHP MICROCHIP TECHNOLOGY INC.

+$827.0K

27,436 +20%

减持

BLFS BIOLIFE SOLUTIONS INC

-$726.0K

539,896 -0%

减持

PNTG PENNANT GROUP INC

+$696.5K

151,488 -0%

增持

FIVN FIVE9 INC

+$497.9K

407,452 +7%

减持

NTDOY NINTENDO LTD

+$467.5K

71,863 -2%

增持

PROF PROFOUND MED CORP

+$444.0K

1,749,913 +3%

减持

— CNFINANCE HLDGS LTD

-$381.9K

1,936,390 -8%

清仓

QSR RESTAURANT BRANDS INTL INC

-$377.0K

0 -100%

减持

AKAM AKAMAI TECHNOLOGIES INC

-$355.8K

2,535 -63%

清仓

EOG EOG RES INC

-$310.7K

0 -100%

减持

T AT&T INC

-$296.1K

28,355 -28%

增持

KLTR KALTURA INC

+$289.1K

2,176,378 +0%

增持

SHOO MADDEN STEVEN LTD

+$282.0K

17,583 +235%

清仓

BX BLACKSTONE INC

-$275.8K

0 -100%

减持

APPS DIGITAL TURBINE INC

+$218.5K

81,839 -16%

减持

MRVL MARVELL TECHNOLOGY INC

-$208.5K

6,096 -45%

增持

— ALPHA & OMEGA SEMICONDUCTOR LT

+$203.1K

215,980 +1%

减持

WGS GENEDX HOLDINGS CORP

-$195.6K

271,233 -5%

减持

GDRX GOODRX HLDGS INC

-$192.9K

43,750 -53%

清仓

ONTO ONTO INNOVATION INC

-$187.7K

0 -100%

减持

TPR TAPESTRY INC

+$184.5K

23,420 -12%

增持

ICUI ICU MED INC

-$178.5K

32,315 +1%

减持

CELC CELCUITY INC

+$171.7K

53,990 -1%

减持

CTRE CARETRUST REIT INC

+$154.3K

150,548 -3%

清仓

WFC WELLS FARGO CO

-$138.2K

0 -100%

增持

SHOP SHOPIFY INC

+$137.8K

5,708 +5%

清仓

VCEL VERICEL CORP

-$136.6K

0 -100%

增持

VERX VERTEX INC

+$130.6K

269,846 +0%

清仓

GAP GAP INC

-$116.8K

0 -100%

增持

PTEN PATTERSON-UTI ENERGY INC

-$108.8K

204,395 +27%

减持

TTD THE TRADE DESK INC

+$107.7K

6,512 -1%

减持

MU MICRON TECHNOLOGY INC

+$97.5K

3,003 -4%

减持

GNTX GENTEX CORP

-$89.6K

56,450 -1%

增持

WEAV WEAVE COMMUNICATIONS INC

-$89.5K

45,214 +8%

减持

DHX DHI Group Inc

+$87.9K

56,401 -1%

减持

MSFT MICROSOFT CORP

+$79.9K

692 -2%

减持

PYPL PAYPAL HLDGS INC

+$54.1K

6,517 -1%

增持

TECH Bio-Techne Corp

-$47.4K

9,270 +4%

增持

PFE PFIZER INC

+$39.4K

43,223 +9%

减持

CVLT COMMVAULT SYS INC

+$39.3K

2,879 -2%

增持

SBUX STARBUCKS CORP

+$39.1K

5,642 +16%

减持

BLZE BACKBLAZE INC

+$33.8K

55,129 -1%

增持

FLG FLAGSTAR FINANCIAL INC

+$32.5K

117,875 +13%

减持

VIAV VIAVI SOLUTIONS INC

-$31.4K

23,851 -2%

增持

YEXT YEXT INC

+$30.3K

12,944 +0%

清仓

LAB STANDARD BIOTOOLS INC

-$26.7K

0 -100%

减持

RNG RINGCENTRAL INC

+$25.2K

8,011 -2%

减持

— GAMBLING COM GROUP LIMITED

-$20.5K

22,442 -1%

减持

CGNX Cognex Corp

+$13.4K

9,724 -2%