Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GAGNON SECURITIES LLC (CIK 1125725) reported $433.2M across 85 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ENSG ($36.2M, 8.36%), CDNA ($30.6M, 7.06%), AMRC ($21.4M, 4.94%), WGS ($19.5M, 4.49%), EPD ($19.5M, 4.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ENSG | ENSIGN GROUP INC | $36.2M | 8.36% | 179,671 | Trimmed |
| 2 | CDNA | CAREDX INC | $30.6M | 7.06% | 1.8M | Trimmed |
| 3 | AMRC | AMERESCO INC | $21.4M | 4.94% | 840,063 | Added |
| 4 | WGS | GENEDX HOLDINGS CORP | $19.5M | 4.49% | 303,149 | Added |
| 5 | EPD | ENTERPRISE PRODS PARTNERS L P | $19.5M | 4.49% | 514,257 | Trimmed |
| 6 | NVGS | NAVIGATOR HLDGS LTD | $17.1M | 3.96% | 886,631 | Added |
| 7 | EQIX | EQUINIX INC | $16.6M | 3.84% | 16,951 | Trimmed |
| 8 | GNRC | GENERAC HLDGS INC | $14.6M | 3.38% | 74,913 | Trimmed |
| 9 | ISRG | INTUITIVE SURGICAL INC | $14.6M | 3.36% | 31,619 | Trimmed |
| 10 | PCRX | PACIRA BIOSCIENCES INC | $14.0M | 3.22% | 617,510 | Added |
| 11 | FRSH | FRESHWORKS INC | $13.9M | 3.21% | 1.7M | Added |
| 12 | KMX | CARMAX INC | $12.9M | 2.97% | 309,699 | Trimmed |
| 13 | PROF | PROFOUND MED CORP | $12.6M | 2.91% | 1.9M | Added |
| 14 | CAKE | CHEESECAKE FACTORY INC | $12.3M | 2.84% | 225,048 | Trimmed |
| 15 | BL | BLACKLINE INC | $11.0M | 2.53% | 296,424 | Added |
| 16 | BLFS | BIOLIFE SOLUTIONS INC | $10.2M | 2.36% | 536,512 | Added |
| 17 | FIVN | FIVE9 INC | $9.4M | 2.18% | 622,064 | Trimmed |
| 18 | SGOV | ISHARES TR | $9.3M | 2.15% | 92,702 | New |
| 19 | CARG | CARGURUS INC | $9.2M | 2.13% | 271,524 | Added |
| 20 | AMPL | AMPLITUDE INC | $7.2M | 1.67% | 1.1M | Added |
| 21 | TMCI | TREACE MED CONCEPTS INC | $7.0M | 1.61% | 5.2M | Added |
| 22 | QDEL | QUIDELORTHO CORP | $6.6M | 1.53% | 403,325 | Added |
| 23 | ASPN | ASPEN AEROGELS INC | $6.4M | 1.47% | 1.9M | Added |
| 24 | PRLB | PROTO LABS INC | $6.3M | 1.46% | 110,889 | Trimmed |
| 25 | CELC | CELCUITY INC | $6.1M | 1.41% | 53,342 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31