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 KMX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,877,284 | 309,699 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $12,367,775 | 320,077 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,123,973 | 225,629 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $10,983,256 | 163,417 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $12,260,712 | 157,350 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $13,011,858 | 159,147 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $12,289,955 | 158,826 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,624,830 | 158,506 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,622,784 | 156,386 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,976,811 | 156,070 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,050,289 | 156,232 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,982,037 | 155,102 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $9,870,001 | 153,547 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $9,043,078 | 148,515 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $10,054,779 | 152,299 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,866,090 | 131,146 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $12,128,114 | 125,706 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $16,131,069 | 123,866 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $15,790,519 | 123,402 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,957,386 | 123,557 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $16,343,712 | 123,200 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,289,386 | 119,515 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,980,028 | 119,465 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $10,134,552 | 113,172 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,226,408 | 115,668 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||