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GAGNON SECURITIES LLC
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Back to GAGNON SECURITIES LLC
GS
Gagnon Securities LLC
All holdings · as of Mar 31, 2026
85 positions
All types
Company
▲
▼
Class
Value
▲
▼
Shares
▲
▼
% of portfolio
▲
▼
Ensign Group Inc/The
—
$36.20M
179,671
8.4%
CareDx, Inc.
—
$30.59M
1,761,874
7.1%
Ameresco, Inc.
—
$21.42M
840,063
4.9%
GeneDx Holdings Corp.
—
$19.47M
303,149
4.5%
ENTERPRISE PRODUCTS PARTNERS L.P.
EPD
MLP
$19.46M
514,257
4.5%
NAVIGATOR HLDGS LTD
—
$17.14M
886,631
4.0%
Equinix Inc
—
$16.62M
16,951
3.8%
GENERAC HOLDINGS INC.
—
$14.63M
74,913
3.4%
Intuitive Surgical Inc
—
$14.58M
31,619
3.4%
Pacira BioSciences Inc
—
$13.96M
617,510
3.2%
Freshworks Inc.
—
$13.90M
1,731,367
3.2%
CarMax Inc
—
$12.88M
309,699
3.0%
PROFOUND MED CORP
—
$12.60M
1,944,324
2.9%
CHEESECAKE FACTORY INC
—
$12.32M
225,048
2.8%
BLACKLINE, INC.
—
$10.97M
296,424
2.5%
BIOLIFE SOLUTIONS INC
—
$10.24M
536,512
2.4%
Five9 Inc
—
$9.44M
622,064
2.2%
ISHARES TR
—
$9.33M
92,702
2.2%
CarGurus, Inc.
—
$9.25M
271,524
2.1%
Amplitude, Inc.
—
$7.23M
1,059,836
1.7%
TREACE MEDICAL CONCEPTS, INC.
TMCI
Common Stock
$6.97M
5,201,886
1.6%
QuidelOrtho Corp
—
$6.63M
403,325
1.5%
ASPEN AEROGELS INC
—
$6.37M
1,861,851
1.5%
Proto Labs Inc
—
$6.32M
110,889
1.5%
Celcuity Inc.
CELC
Common Stock
$6.09M
53,342
1.4%
MarineMax, Inc.
—
$5.97M
220,610
1.4%
Vertex, Inc.
—
$5.57M
468,220
1.3%
OraSure Technologies Inc
—
$5.14M
1,714,391
1.2%
Chipotle Mexican Grill Inc
—
$5.05M
157,849
1.2%
WHITECAP RES INC
—
$4.90M
435,418
1.1%
CareTrust REIT, Inc.
—
$4.88M
133,046
1.1%
Hinge Health, Inc.
—
$4.79M
124,250
1.1%
DoubleVerify Holdings, Inc.
—
$4.64M
488,462
1.1%
Pennant Group, Inc.
—
$4.19M
137,484
1.0%
KALTURA INC
KLTR
Common Stock
$4.00M
3,278,936
0.9%
ICU MEDICAL INC/DE
—
$3.84M
29,743
0.9%
Alpha & Omega Semiconductor Ltd
—
$3.72M
167,874
0.9%
PATTERSON UTI ENERGY INC
—
$3.41M
314,646
0.8%
MICROCHIP TECHNOLOGY INC
—
$1.73M
26,838
0.4%
BOSTON BEER CO INC
—
$1.67M
7,239
0.4%
Global Net Lease, Inc.
—
$1.59M
170,125
0.4%
GENTEX CORP
—
$1.24M
56,933
0.3%
PFIZER INC
—
$1.24M
44,260
0.3%
CNFinance Holdings Ltd.
CNF
ADR
$1.23M
313,938
0.3%
nCino Inc.
—
$1.19M
79,520
0.3%
Docusign Inc
—
$1.01M
21,232
0.2%
NINTENDO LTD
—
$996.0K
69,697
0.2%
FLAGSTAR BANK, NATIONAL ASSOCIATION
—
$983.9K
74,711
0.2%
Devon Energy Corp
—
$959.4K
19,066
0.2%
SL Green Realty Corp
—
$955.3K
25,862
0.2%
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