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 VERX
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,567,135 | 468,220 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,281,920 | 364,643 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,387,601 | 378,685 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $9,535,008 | 269,846 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $9,404,386 | 268,620 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,379,463 | 175,810 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,820,583 | 177,112 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,417,584 | 178,019 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,931,111 | 218,234 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,667,868 | 99,030 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||