Gagnon Securities LLC
83 holdingsFiling period: 2026-06-30Current AUM: $623.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CDNA | Caredx Inc | 1.77M | $50.5M | $122.4M | 19.63% | +8.9K | 2026-06-30 |
| 2 | WGS | Genedx Holdings Corp | 524.9K | $36.0M | $32.2M | 5.16% | +221.7K | 2026-06-30 |
| 3 | ENSG | Ensign Group Inc | 173.9K | $27.9M | $30.8M | 4.94% | -5,760 | 2026-06-30 |
| 4 | AMRC | Ameresco Inc | 826.6K | $22.8M | $15.1M | 2.43% | -13,501 | 2026-06-30 |
| 5 | GNRC | Generac Hldgs Inc | 73.2K | $21.4M | $13.8M | 2.22% | -1,743 | 2026-06-30 |
| 6 | EPD | Enterprise Prods Partners L P | 510.6K | $18.8M | $18.9M | 3.03% | -3,681 | 2026-06-30 |
| 7 | QDEL | Quidelortho Corp | 1.03M | $18.0M | $14.2M | 2.28% | +627.0K | 2026-06-30 |
| 8 | CAKE | Cheesecake Factory Inc | 221.8K | $17.6M | $24.4M | 3.92% | -3,256 | 2026-06-30 |
| 9 | EQIX | Equinix Inc | 16.7K | $17.4M | $16.2M | 2.60% | -231 | 2026-06-30 |
| 10 | KMX | Carmax Inc | 325.4K | $17.2M | $17.1M | 2.75% | +15.7K | 2026-06-30 |
| 11 | FRSH | Freshworks Inc | 1.56M | $15.8M | $24.0M | 3.85% | -167,501 | 2026-06-30 |
| 12 | PCRX | Pacira Biosciences Inc | 608.6K | $15.4M | $22.1M | 3.55% | -8,893 | 2026-06-30 |
| 13 | FIVN | Five9 Inc | 722.7K | $15.4M | $27.3M | 4.38% | +100.6K | 2026-06-30 |
| 14 | HNGE | Hinge Health Inc | 183.0K | $15.2M | $20.4M | 3.28% | +58.7K | 2026-06-30 |
| 15 | BLFS | Biolife Solutions Inc | 535.9K | $15.1M | $15.1M | 2.43% | -606 | 2026-06-30 |
| 16 | PROF | Profound Med Corp | 1.96M | $13.0M | $10.9M | 1.75% | +15.8K | 2026-06-30 |
| 17 | CARG | Cargurus Inc | 367.1K | $12.5M | $11.4M | 1.84% | +95.5K | 2026-06-30 |
| 18 | TMCI | Treace Med Concepts Inc | 3.03M | $12.1M | $13.4M | 2.15% | -2,172,343 | 2026-06-30 |
| 19 | — | Gambling.com Group | 765.2K | $11.7M | $11.7M | 1.88% | -- | 2026-06-30 |
| 20 | ISRG | Intuitive Surgical Inc | 29.1K | $11.6M | $13.2M | 2.11% | -2,475 | 2026-06-30 |
| 21 | BL | Blackline Inc | 375.8K | $10.5M | $12.8M | 2.06% | +79.3K | 2026-06-30 |
| 22 | ASPN | Aspen Aerogels Inc | 1.54M | $9.7M | $8.0M | 1.28% | -326,039 | 2026-06-30 |
| 23 | PRLB | Proto Labs Inc | 116.3K | $9.5M | $10.0M | 1.61% | +5.4K | 2026-06-30 |
| 24 | VERX | Vertex Inc | 761.0K | $8.7M | $11.5M | 1.85% | +292.8K | 2026-06-30 |
| 25 | AMPL | Amplitude Inc | 1.06M | $8.1M | $18.3M | 2.93% | -4,328 | 2026-06-30 |
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