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Gagnon Securities Llc

Portfolio Manager
Gagnon Securities Llc
Performance
-9.12% (2026 Q1)
AUM (13F)
$433.21M
# of Holdings
85
Performance Rank
Allocation (Top 20)
72.05%

Gagnon Securities Llc Holdings Map

Top 50 Gagnon Securities Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ENSG
ENSIGN GROUP INC
8.36%179.7K$36.2M
-0.49%(-878)
2025-Q1: 219.1K shares2025-Q2: 209.0K shares2025-Q3: 183.0K shares2025-Q4: 180.5K shares2026-Q1: 179.7K shares
$33.59(+400.88%)
2026-03-31
CDNA
CAREDX INC
7.06%1.76M$30.6M
-0.73%(-13.02K)
2025-Q1: 1.42M shares2025-Q2: 1.55M shares2025-Q3: 1.73M shares2025-Q4: 1.77M shares2026-Q1: 1.76M shares
$15.08(+93.54%)
2026-03-31
AMRC
AMERESCO INC
4.94%840.1K$21.4M
+0.86%(+7.18K)
2025-Q1: 968.5K shares2025-Q2: 870.2K shares2025-Q3: 859.4K shares2025-Q4: 832.9K shares2026-Q1: 840.1K shares
$20.76(+22.33%)
2026-03-31
WGS
GENEDX HOLDINGS CORP
4.49%303.1K$19.5M
+19.57%(+49.62K)
2025-Q1: 284.9K shares2025-Q2: 271.2K shares2025-Q3: 269.1K shares2025-Q4: 253.5K shares2026-Q1: 303.1K shares
$31.90(+111.62%)
2026-03-31
EPD
ENTERPRISE PRODS PARTNERS L P
4.49%514.3K$19.5M
-2.53%(-13.34K)
2025-Q1: 487.9K shares2025-Q2: 487.6K shares2025-Q3: 528.8K shares2025-Q4: 527.6K shares2026-Q1: 514.3K shares
$25.54(+43.92%)
2026-03-31
NVIGF
NAVIGATOR HLDGS LTD
3.96%886.6K$17.1M
+2.87%(+24.78K)
2025-Q1: 851.6K shares2025-Q2: 871.0K shares2025-Q3: 865.9K shares2025-Q4: 861.9K shares2026-Q1: 886.6K shares
$10.89
2026-03-31
EQIX
EQUINIX INC
3.84%17.0K$16.6M
-1.11%(-191)
2025-Q1: 13.6K shares2025-Q2: 17.4K shares2025-Q3: 17.3K shares2025-Q4: 17.1K shares2026-Q1: 17.0K shares
$450.34(+122.51%)
2026-03-31
GNRC
GENERAC HLDGS INC
3.38%74.9K$14.6M
-0.90%(-680)
2025-Q1: 64.3K shares2025-Q2: 68.2K shares2025-Q3: 77.6K shares2025-Q4: 75.6K shares2026-Q1: 74.9K shares
$446.42(-43.40%)
2026-03-31
ISRG
INTUITIVE SURGICAL INC
3.36%31.6K$14.6M
-0.56%(-178)
2025-Q1: 56.7K shares2025-Q2: 53.8K shares2025-Q3: 43.4K shares2025-Q4: 31.8K shares2026-Q1: 31.6K shares
$222.93(+91.10%)
2026-03-31
PCRX
PACIRA BIOSCIENCES INC
3.22%617.5K$14.0M
+23.20%(+116.30K)
2025-Q1: 308.3K shares2025-Q2: 368.4K shares2025-Q3: 449.7K shares2025-Q4: 501.2K shares2026-Q1: 617.5K shares
$34.36(-26.11%)
2026-03-31

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