Gagnon Securities
$507M 13F equity value
87 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Gagnon Securities covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CDNA | CAREDX INC | 1,770,735 | $50M | 10.0% |
| WGS | GENEDX HOLDINGS CORP | 524,865 | $36M | 7.1% |
| ENSG | ENSIGN GROUP INC | 173,911 | $28M | 5.5% |
| AMRC | AMERESCO INC | 826,562 | $23M | 4.5% |
| GNRC | GENERAC HLDGS INC | 73,170 | $21M | 4.2% |
| EPD | ENTERPRISE PRODS PARTNERS L P | 510,576 | $19M | 3.7% |
| QDEL | QUIDELORTHO CORP | 1,030,371 | $18M | 3.6% |
| CAKE | CHEESECAKE FACTORY INC | 221,792 | $18M | 3.5% |
| EQIX | EQUINIX INC | 16,720 | $17M | 3.4% |
| KMX | CARMAX INC | 325,410 | $17M | 3.4% |
Track Gagnon Securities's 13F portfolio: $507M in reported holdings, 87 positions. Top holdings and quarterly changes on SentiSense.
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