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 BL
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,967,688 | 296,424 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $15,447,915 | 279,398 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,810,598 | 278,919 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $14,281,885 | 252,241 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $12,140,733 | 250,738 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $11,986,611 | 197,278 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $10,200,128 | 184,986 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,991,690 | 185,587 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,723,186 | 166,045 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,314,440 | 181,205 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,604,976 | 191,184 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,377,034 | 192,810 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $12,951,086 | 192,868 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $13,053,541 | 194,047 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,662,829 | 194,705 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,082,904 | 196,440 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $13,806,729 | 188,565 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $19,530,128 | 188,624 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $22,757,245 | 192,760 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $21,993,628 | 197,660 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $19,645,982 | 181,236 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $24,155,518 | 181,103 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $16,292,941 | 181,780 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $15,345,646 | 185,088 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $11,191,988 | 212,735 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||