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 FRSH
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,902,877 | 1,731,367 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $15,067,634 | 1,230,011 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,960,677 | 1,865,818 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $13,785,636 | 924,590 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $12,372,903 | 876,889 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $13,191,017 | 815,771 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $10,564,412 | 920,245 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,335,157 | 735,631 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,796,545 | 592,891 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,288,887 | 523,154 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,461,386 | 525,170 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,556,874 | 543,622 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $8,265,139 | 538,095 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $7,959,536 | 541,097 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,037,846 | 542,625 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,841,527 | 368,177 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $6,692,904 | 373,488 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $6,746,299 | 256,904 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,966,266 | 210,032 | Shares | Sole | 2021-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||