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 |
|---|---|---|---|---|
| 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
Holdings in DV
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,640,389 | 488,462 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,624,636 | 491,664 | Shares | Sole | 2026-02-13 | |
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