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Gagnon Securities LLC

All holdings · as of Mar 31, 2026

85 positions

CompanyClassValueShares% of portfolio
Ensign Group Inc/The$36.20M179,6718.4%
CareDx, Inc.$30.59M1,761,8747.1%
Ameresco, Inc.$21.42M840,0634.9%
GeneDx Holdings Corp.$19.47M303,1494.5%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$19.46M514,2574.5%
NAVIGATOR HLDGS LTD$17.14M886,6314.0%
Equinix Inc$16.62M16,9513.8%
GENERAC HOLDINGS INC.$14.63M74,9133.4%
Intuitive Surgical Inc$14.58M31,6193.4%
Pacira BioSciences Inc$13.96M617,5103.2%
Freshworks Inc.$13.90M1,731,3673.2%
CarMax Inc$12.88M309,6993.0%
PROFOUND MED CORP$12.60M1,944,3242.9%
CHEESECAKE FACTORY INC$12.32M225,0482.8%
BLACKLINE, INC.$10.97M296,4242.5%
BIOLIFE SOLUTIONS INC$10.24M536,5122.4%
Five9 Inc$9.44M622,0642.2%
ISHARES TR$9.33M92,7022.2%
CarGurus, Inc.$9.25M271,5242.1%
Amplitude, Inc.$7.23M1,059,8361.7%
TREACE MEDICAL CONCEPTS, INC.TMCICommon Stock$6.97M5,201,8861.6%
QuidelOrtho Corp$6.63M403,3251.5%
ASPEN AEROGELS INC$6.37M1,861,8511.5%
Proto Labs Inc$6.32M110,8891.5%
Celcuity Inc.CELCCommon Stock$6.09M53,3421.4%
MarineMax, Inc.$5.97M220,6101.4%
Vertex, Inc.$5.57M468,2201.3%
OraSure Technologies Inc$5.14M1,714,3911.2%
Chipotle Mexican Grill Inc$5.05M157,8491.2%
WHITECAP RES INC$4.90M435,4181.1%
CareTrust REIT, Inc.$4.88M133,0461.1%
Hinge Health, Inc.$4.79M124,2501.1%
DoubleVerify Holdings, Inc.$4.64M488,4621.1%
Pennant Group, Inc.$4.19M137,4841.0%
KALTURA INCKLTRCommon Stock$4.00M3,278,9360.9%
ICU MEDICAL INC/DE$3.84M29,7430.9%
Alpha & Omega Semiconductor Ltd$3.72M167,8740.9%
PATTERSON UTI ENERGY INC$3.41M314,6460.8%
MICROCHIP TECHNOLOGY INC$1.73M26,8380.4%
BOSTON BEER CO INC$1.67M7,2390.4%
Global Net Lease, Inc.$1.59M170,1250.4%
GENTEX CORP$1.24M56,9330.3%
PFIZER INC$1.24M44,2600.3%
CNFinance Holdings Ltd.CNFADR$1.23M313,9380.3%
nCino Inc.$1.19M79,5200.3%
Docusign Inc$1.01M21,2320.2%
NINTENDO LTD$996.0K69,6970.2%
FLAGSTAR BANK, NATIONAL ASSOCIATION$983.9K74,7110.2%
Devon Energy Corp$959.4K19,0660.2%
SL Green Realty Corp$955.3K25,8620.2%
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