GAGNON SECURITIES LLC

Broker-Dealer

CIK

1125725

City

New York

State / Country

Stock

CDNA — CareDx, Inc.

Top Portfolio Positions

81 positions · $421,890,569 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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 CDNA

Compact Export CSV

Shares Held

Position Value (USD)

26 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,586,132	1,761,874	-0.7%	Shares	Sole	2026-04-22
2025-12-31	$33,438,927	1,774,890	+2.6%	Shares	Sole	2026-02-13
2025-09-30	$25,145,839	1,729,425	-40.3%	Shares	Sole	2025-11-03
2025-07-17	$34,184,529	2,894,541	+86.9%	Shares	Sole	2025-07-24
2025-06-30	$30,265,740	1,548,912	+8.9%	Shares	Sole	2025-07-23
2025-03-31	$25,234,979	1,421,689	-0.7%	Shares	Sole	2025-05-09
2024-12-31	$30,641,906	1,431,196	-0.5%	Shares	Sole	2025-01-24
2024-09-30	$44,892,869	1,437,722	-33.9%	Shares	Sole	2024-11-12
2024-06-30	$33,764,813	2,174,167	-3.2%	Shares	Sole	2024-08-14
2024-03-31	$23,780,152	2,245,529	+7.1%	Shares	Sole	2024-05-13
2023-12-31	$25,152,528	2,096,044	+1.0%	Shares	Sole	2024-02-14
2023-09-30	$14,526,008	2,075,144	+0.6%	Shares	Sole	2023-11-14
2023-06-30	$17,533,715	2,062,790	+2.4%	Shares	Sole	2023-08-08
2023-03-31	$18,406,250	2,013,813	+34.6%	Shares	Sole	2023-04-10
2022-12-31	$17,066,461	1,495,746	+15.6%	Shares	Sole	2023-02-07
2022-09-30	$22,017,242	1,293,610	+31.8%	Shares	Sole	2022-11-14
2022-06-30	$21,088,999	981,797	+7.0%	Shares	Sole	2022-08-01
2022-03-31	$33,927,967	917,220	+5.4%	Shares	Sole	2022-05-09
2021-12-31	$39,568,373	870,017	+15.2%	Shares	Sole	2022-02-08
2021-09-30	$47,875,844	755,497	-0.8%	Shares	Sole	2021-11-12
2021-06-30	$69,714,444	761,740	-7.0%	Shares	Sole	2021-07-28
2021-03-31	$55,783,753	819,265	-23.1%	Shares	Sole	2021-05-14
2020-12-31	$77,192,504	1,065,459	-1.5%	Shares	Sole	2021-02-12
2020-09-30	$41,052,711	1,082,043	-0.1%	Shares	Sole	2020-11-12
2020-06-30	$38,375,685	1,083,141	-2.3%	Shares	Sole	2020-08-13
2020-03-31	$24,213,246	1,109,173	—	Shares	Sole	2020-05-11
No 13F history on record for this holder in this stock.