GAGNON SECURITIES LLC 13F Holdings

CIK 0001125725 · NEW YORK, NY

As of Sep 30, 2025, GAGNON SECURITIES LLC reported 86 positions worth $498.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AIR LEASE CORPALIndustrials605,618$38.5M7.73%
ENSIGN GROUP INCENSGHealthcare183,030$31.6M6.34%
GENEDX HOLDINGS CORPWGSHealthcare269,066$29.0M5.82%
AMERESCO INCAMRCIndustrials859,409$28.9M5.79%
CAREDX INCCDNAHealthcare1,729,425$25.1M5.04%
FRESHWORKS INCFRSHTechnology1,865,818$22.0M4.41%
INTUITIVE SURGICAL INCISRGHealthcare43,359 9.4M3.89%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy528,752 6.5M3.32%
TREACE MEDICAL CONCEPTS INCTMCIHealthcare2,258,238 5.2M3.04%
BLACKLINE INCBLTechnology278,919 4.8M2.97%
BIOLIFE SOLUTIONS INCBLFSHealthcare535,757 3.7M2.74%
EQUINIX INCEQIXReal Estate17,253 3.5M2.71%
NAVIGATOR HLDGS LTDNVGSEnergy865,860 3.4M2.69%
GENERAC HOLDINGS INCGNRCIndustrials77,561 3.0M2.60%
CHEESECAKE FACTORY INCCAKEConsumer Cyclical227,336 2.4M2.49%
ASPEN AEROGELS INCASPNBasic Materials1,754,833 2.2M2.45%
PACIRA BIOSCIENCES INCPCRXHealthcare449,717 1.6M2.32%
CARGURUS INCCARGConsumer Cyclical272,308 0.1M2.03%
CARMAX INCKMXConsumer Cyclical225,629 0.1M2.03%
EXACT SCIENCES CORPEXASHealthcare179,442$9.8M1.97%
VERTEX INCVERXTechnology378,685$9.4M1.88%
PROFOUND MEDICAL CORPPROFHealthcare1,733,040$8.5M1.70%
DOUBLEVERIFY HOLDINGS INCDVTechnology679,917$8.1M1.63%
FIVE9 INCFIVNTechnology299,403$7.2M1.45%
MARINEMAX INCHZOConsumer Cyclical261,349$6.6M1.33%