GAGNON SECURITIES LLC
Broker-DealerTop Portfolio Positions
81 positions ·
$421,890,569 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ENSG |
Ensign Group, Inc
Healthcare
|
179,671 | $36,203,706 | 8.58% | |
| CDNA |
CareDx, Inc.
Healthcare
|
1,761,874 | $30,586,132 | 7.25% | |
| AMRC |
Ameresco, Inc.
Industrials
|
840,063 | $21,421,606 | 5.08% | |
| WGS |
GeneDx Holdings Corp.
Healthcare
|
303,149 | $19,468,228 | 4.61% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
514,257 | $19,459,484 | 4.61% | |
| NVGS |
Navigator Holdings Ltd.
Energy
|
886,631 | $17,138,577 | 4.06% | |
| EQIX |
Equinix Inc
Real Estate
|
16,951 | $16,616,048 | 3.94% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
74,913 | $14,632,756 | 3.47% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
31,619 | $14,576,042 | 3.45% | |
| PCRX |
Pacira BioSciences, Inc.
Healthcare
|
617,510 | $13,955,726 | 3.31% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AOSL
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,720,087 | 167,874 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,271,868 | 215,642 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,021,158 | 215,349 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,542,046 | 215,980 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,338,958 | 214,761 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,928,308 | 214,105 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,978,981 | 214,951 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,652,825 | 311,823 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,284,308 | 330,504 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,981,579 | 344,650 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,394,107 | 348,328 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,568,920 | 352,711 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $9,698,604 | 359,874 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $10,221,288 | 357,763 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,082,274 | 360,282 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,149,362 | 364,408 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $23,577,649 | 431,430 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $39,968,509 | 659,982 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $23,462,469 | 747,927 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $22,972,287 | 755,916 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $24,731,238 | 756,307 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $19,807,625 | 837,886 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,309,574 | 804,179 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,766,766 | 805,769 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,180,196 | 808,143 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||