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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 93 项
建仓 9
增持 27
减持 47
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
PSIX
POWER SOLUTIONS INTL INC
-$15.7M
64,770
-81%
减持
AMRC
AMERESCO INC
+$15.6M
859,409
-1%
减持
ISRG
INTUITIVE SURGICAL INC
-$9.9M
43,359
-19%
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
FRSH
FRESHWORKS INC
+$8.2M
1,865,818
+102%
建仓
HZO
MarineMax Inc
+$6.6M
261,349
建仓
AMPL
AMPLITUDE INC
+$5.5M
510,731
增持
CDNA
CAREDX INC
-$5.1M
1,729,425
+12%
减持
EXAS
EXACT SCIENCES CORP
-$5.0M
179,442
-36%
减持
—
AIR LEASE CORP
-$4.5M
605,618
-18%
减持
WGS
GENEDX HOLDINGS CORP
+$4.0M
269,066
-1%
减持
CAKE
CHEESECAKE FACTORY INC
-$3.6M
227,336
-11%
减持
FIVN
FIVE9 INC
-$3.5M
299,403
-27%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$3.5M
120,395
-18%
增持
GNRC
GENERAC HLDGS INC
+$3.2M
77,561
+14%
增持
PCRX
PACIRA BIOSCIENCES INC
+$2.8M
449,717
+22%
增持
DV
DOUBLEVERIFY HLDGS INC
+$2.7M
679,917
+86%
减持
BLFS
BIOLIFE SOLUTIONS INC
+$2.0M
535,757
-1%
减持
CELC
CELCUITY INC
+$1.9M
53,955
-0%
增持
TMCI
TREACE MED CONCEPTS INC
+$1.9M
2,258,238
+0%
减持
PROF
PROFOUND MED CORP
-$1.8M
1,733,040
-1%
增持
QDEL
QUIDELORTHO CORP
+$1.5M
122,499
+68%
增持
EPD
ENTERPRISE PRODS PARTNERS L P
+$1.4M
528,752
+8%
建仓
CNF
CNFINANCE HLDGS LTD
+$1.3M
317,201
清仓
—
CNFINANCE HLDGS LTD
-$1.3M
0
-100%
减持
—
NAVIGATOR HLDGS LTD
+$1.1M
865,860
-1%
减持
ASPN
ASPEN AEROGELS INC
+$970.9K
1,754,833
-8%
减持
PNTG
PENNANT GROUP INC
-$948.7K
141,682
-6%
增持
KMX
CARMAX INC
-$859.3K
225,629
+38%
减持
PRLB
PROTO LABS INC
+$853.2K
108,749
-5%
减持
ICUI
ICU MED INC
-$821.5K
28,751
-11%
增持
GNL
GLOBAL NET LEASE INC
+$778.6K
193,790
+84%
减持
CARG
CARGURUS INC
-$737.1K
272,308
-16%
减持
ENSG
ENSIGN GROUP INC
-$617.3K
183,030
-12%
减持
NVDA
NVIDIA CORPORATION
+$542.2K
20,573
-1%
增持
BL
BLACKLINE INC
+$528.7K
278,919
+11%
减持
—
ALPHA & OMEGA SEMICONDUCTOR LT
+$479.1K
215,349
-0%
建仓
GOOG
ALPHABET INC
+$470.5K
1,932
清仓
TTD
THE TRADE DESK INC
-$468.8K
0
-100%
减持
WCPRF
WHITECAP RES INC
+$442.9K
486,570
-0%
清仓
SHOO
MADDEN STEVEN LTD
-$421.6K
0
-100%
建仓
MTSI
MACOM TECH SOLUTIONS HLDGS INC
+$391.1K
3,142
减持
FLG
FLAGSTAR BANK NATIONAL ASSOCIA
-$383.8K
74,953
-36%
减持
TPR
TAPESTRY INC
+$372.4K
21,453
-8%
减持
EQIX
EQUINIX INC
-$321.6K
17,253
-1%
减持
GNTX
GENTEX CORP
+$321.2K
55,214
-2%
减持
OSUR
OraSure Technologies Inc
+$306.8K
1,594,771
-1%
建仓
ONTO
ONTO INNOVATION INC
+$289.7K
2,242
建仓
RMBS
RAMBUS INC DEL
+$282.5K
2,711
清仓
—
DURECT CORP
-$256.5K
0
-100%
清仓
MBLY
MOBILEYE GLOBAL INC
-$249.8K
0
-100%
减持
SAM
BOSTON BEER INC
-$232.8K
21,508
-14%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$231.7K
0
-100%
减持
NTDOY
NINTENDO LTD
-$229.1K
70,150
-2%
增持
KLTR
KALTURA INC
-$218.7K
2,885,976
+33%
增持
BLZE
BACKBLAZE INC
+$210.8K
55,393
+0%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$202.2K
0
-100%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$195.1K
27,025
-1%
建仓
SVV
SAVERS VALUE VLG INC
+$182.4K
13,764
清仓
DHX
DHI Group Inc
-$167.5K
0
-100%
清仓
WBD
WARNER BROS DISCOVERY INC
-$167.0K
0
-100%
增持
RNTX
REIN THERAPEUTICS INC
+$161.4K
228,692
+219%
增持
VERX
VERTEX INC
-$147.4K
378,685
+40%
增持
T
AT&T INC
+$137.3K
33,919
+20%
减持
SHOP
SHOPIFY INC
+$135.9K
5,345
-6%
增持
CGNX
Cognex Corp
+$134.2K
9,772
+0%
增持
PTEN
PATTERSON-UTI ENERGY INC
-$131.0K
208,697
+2%
减持
MU
MICRON TECHNOLOGY INC
+$121.5K
2,938
-2%
清仓
YEXT
YEXT INC
-$110.0K
0
-100%
减持
CTRE
CARETRUST REIT INC
+$98.8K
135,685
-10%
减持
CESDF
CES ENERGY SOLUTIONS CORP
+$86.6K
46,075
-0%
减持
MSFT
MICROSOFT CORP
-$82.1K
506
-27%
减持
ETSY
ETSY INC
+$79.7K
4,970
-0%
增持
—
GAMBLING COM GROUP LIMITED
-$78.2K
23,062
+3%
增持
WEAV
WEAVE COMMUNICATIONS INC
-$72.0K
45,543
+1%
减持
SLG
SL GREEN RLTY CORP
-$65.2K
25,986
-1%
减持
DVN
DEVON ENERGY CORP
+$64.9K
20,278
-0%
增持
VIAV
VIAVI SOLUTIONS INC
+$64.3K
23,992
+1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$60.1K
6,327
+4%
增持
TECH
Bio-Techne Corp
+$57.9K
9,614
+4%
减持
PFE
PFIZER INC
+$52.0K
43,160
-0%
减持
CVLT
COMMVAULT SYS INC
-$45.4K
2,418
-16%
减持
ATNM
ACTINIUM PHARMACEUTICALS INC
+$44.7K
226,257
-0%
增持
PYPL
PAYPAL HLDGS INC
-$43.0K
6,581
+1%
减持
SBUX
STARBUCKS CORP
-$40.0K
5,638
-0%
减持
LTH
LIFE TIME GROUP HOLDINGS INC
-$38.8K
13,538
-0%
建仓
RDHL
REDHILL BIOPHARMA LTD
+$38.7K
17,822
减持
—
EXXON MOBIL CORP
+$35.0K
7,228
-0%
增持
GDRX
GOODRX HLDGS INC
-$31.5K
44,063
+1%
减持
PETS
PETMED EXPRESS INC
-$19.5K
23,841
-0%
减持
MRK
MERCK & CO INC
+$19.1K
4,038
-0%
增持
NCNO
NCINO INC
+$9.8K
38,258
+4%
减持
HIMX
HIMAX TECHNOLOGIES INC
-$6.3K
54,488
-0%
增持
RNG
RINGCENTRAL INC
+$3.1K
8,122
+1%
