GAGNON SECURITIES LLC
New York NY · SEC CIK 0001125725
$5.19亿2026Q2 申报市值
83持仓数
47.7%前十大占比 · 第一大 9.7%
4 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WGS 加仓+$1,522.08万
GAMBLING COM GRO 新建仓+$1,169.76万
QDEL 加仓+$1,098.27万
HNGE 加仓+$487.28万
VERX 加仓+$336.14万
2026Q2 卖出最多 按季末市值估算
NVGS 清仓-$1,713.86万
SGOV 清仓-$933.14万
TREACE MED CONCE 减仓-$864.59万
AOSL 清仓-$372.01万
PTEN 减仓-$272.85万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CDNA | CAREDX INC | $5,046.60万 | 9.73% | 1,770,735 | 8,861 | 0.5% | $25.25万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $3,603.20万 | 6.94% | 524,865 | 221,716 | 73.1% | $1,522.08万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $2,787.79万 | 5.37% | 173,911 | -5,760 | -3.2% | -$92.33万 | 减仓 |
| AMRC | AMERESCO INC | $2,281.31万 | 4.40% | 826,562 | -13,501 | -1.6% | -$37.26万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $2,142.49万 | 4.13% | 73,170 | -1,743 | -2.3% | -$51.04万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $1,876.88万 | 3.62% | 510,576 | -3,681 | -0.7% | -$13.53万 | 减仓 |
| QDEL | QUIDELORTHO CORP | $1,804.69万 | 3.48% | 1,030,371 | 627,046 | 155.5% | $1,098.27万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $1,764.13万 | 3.40% | 221,792 | -3,256 | -1.4% | -$25.90万 | 减仓 |
| EQIX | EQUINIX INC | $1,742.88万 | 3.36% | 16,720 | -231 | -1.4% | -$24.08万 | 减仓 |
| KMX | CARMAX INC | $1,721.09万 | 3.32% | 325,410 | 15,711 | 5.1% | $83.10万 | 加仓 |
| FRSH | FRESHWORKS INC | $1,582.63万 | 3.05% | 1,563,866 | -167,501 | -9.7% | -$169.51万 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC | $1,544.06万 | 2.98% | 608,617 | -8,893 | -1.4% | -$22.56万 | 减仓 |
| FIVN | FIVE9 INC | $1,540.79万 | 2.97% | 722,698 | 100,634 | 16.2% | $214.55万 | 加仓 |
| HNGE | HINGE HEALTH INC | $1,518.56万 | 2.93% | 182,959 | 58,709 | 47.3% | $487.28万 | 加仓 |
| — | BIOLIFE SOLUTIONS INC | $1,513.40万 | 2.92% | 535,906 | -606 | -0.1% | -$1.71万 | 减仓 |
| — | PROFOUND MED CORP | $1,303.45万 | 2.51% | 1,960,074 | 15,750 | 0.8% | $10.47万 | 加仓 |
| CARG | CARGURUS INC | $1,251.35万 | 2.41% | 367,073 | 95,549 | 35.2% | $325.73万 | 加仓 |
| — | TREACE MED CONCEPTS INC | $1,205.76万 | 2.32% | 3,029,543 | -2,172,343 | -41.8% | -$864.59万 | 减仓 |
| — | GAMBLING COM GROUP | $1,169.76万 | 2.25% | 765,179 | 765,179 | — | $1,169.76万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,159.00万 | 2.23% | 29,144 | -2,475 | -7.8% | -$98.43万 | 减仓 |
| BL | BLACKLINE INC | $1,054.78万 | 2.03% | 375,769 | 79,345 | 26.8% | $222.72万 | 加仓 |
| ASPN | ASPEN AEROGELS INC | $973.70万 | 1.88% | 1,535,812 | -326,039 | -17.5% | -$206.71万 | 减仓 |
| PRLB | PROTO LABS INC | $947.82万 | 1.83% | 116,283 | 5,394 | 4.9% | $43.97万 | 加仓 |
| VERX | VERTEX INC | $873.66万 | 1.68% | 761,026 | 292,806 | 62.5% | $336.14万 | 加仓 |
| AMPL | AMPLITUDE INC | $807.46万 | 1.56% | 1,055,508 | -4,328 | -0.4% | -$3.31万 | 减仓 |
| HZO | MarineMax Inc | $774.44万 | 1.49% | 211,480 | -9,130 | -4.1% | -$33.43万 | 减仓 |
| OSUR | OraSure Technologies Inc | $710.10万 | 1.37% | 1,592,147 | -122,244 | -7.1% | -$54.52万 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $567.29万 | 1.09% | 523,328 | 34,866 | 7.1% | $37.79万 | 加仓 |
| CELC | CELCUITY INC | $557.00万 | 1.07% | 53,240 | -102 | -0.2% | -$1.07万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $528.57万 | 1.02% | 155,463 | -2,386 | -1.5% | -$8.11万 | 减仓 |
| CTRE | CARETRUST REIT INC | $524.37万 | 1.01% | 129,955 | -3,091 | -2.3% | -$12.47万 | 减仓 |
| PNTG | PENNANT GROUP INC | $498.95万 | 0.96% | 135,035 | -2,449 | -1.8% | -$9.05万 | 减仓 |
| — | WHITECAP RES INC | $451.74万 | 0.87% | 435,100 | -318 | -0.1% | -$3,302 | 减仓 |
| ICUI | ICU MED INC | $431.00万 | 0.83% | 29,400 | -343 | -1.2% | -$5.03万 | 减仓 |
| — | KALTURA INC | $424.71万 | 0.82% | 3,266,999 | -11,937 | -0.4% | -$1.55万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $239.21万 | 0.46% | 26,229 | -609 | -2.3% | -$5.55万 | 减仓 |
| GNTX | GENTEX CORP | $144.44万 | 0.28% | 57,159 | 226 | 0.4% | $5,711 | 加仓 |
| GNL | GLOBAL NET LEASE INC | $143.57万 | 0.28% | 160,598 | -9,527 | -5.6% | -$8.52万 | 减仓 |
| SLG | SL GREEN RLTY CORP | $133.89万 | 0.26% | 25,862 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INC | $128.93万 | 0.25% | 7,283 | 44 | 0.6% | $7,789 | 加仓 |
| NCNO | NCINO INC | $123.17万 | 0.24% | 75,333 | -4,187 | -5.3% | -$6.85万 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA | $111.24万 | 0.21% | 74,456 | -255 | -0.3% | -$3,810 | 减仓 |
| APPS | DIGITAL TURBINE INC | $105.57万 | 0.20% | 81,839 | 0 | 0.0% | — | 不变 |
| — | WEAVE COMMUNICATIONS INC | $99.87万 | 0.19% | 157,170 | 122,950 | 359.3% | $78.13万 | 加仓 |
| DOCU | DOCUSIGN INC | $92.86万 | 0.18% | 20,906 | -326 | -1.5% | -$1.45万 | 减仓 |
| — | CNFINANCE HLDGS LTD | $92.06万 | 0.18% | 332,345 | 18,407 | 5.9% | $5.10万 | 加仓 |
| GOOGL | ALPHABET INC | $91.34万 | 0.18% | 2,556 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $87.07万 | 0.17% | 2,923 | -3,902 | -57.2% | -$116.24万 | 减仓 |
| TECH | Bio-Techne Corp | $86.41万 | 0.17% | 12,230 | 2,351 | 23.8% | $16.61万 | 加仓 |
| DVN | DEVON ENERGY CORP | $78.59万 | 0.15% | 19,021 | -45 | -0.2% | -$1,859 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $78.38万 | 0.15% | 679 | -398 | -37.0% | -$45.94万 | 减仓 |
| — | NINTENDO LTD | $74.07万 | 0.14% | 70,675 | 978 | 1.4% | $1.02万 | 加仓 |
| CGNX | Cognex Corp | $70.96万 | 0.14% | 9,798 | 18 | 0.2% | $1,304 | 加仓 |
| NVDA | NVIDIA CORPORATION | $69.99万 | 0.13% | 3,498 | -157 | -4.3% | -$3.14万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $69.08万 | 0.13% | 4,874 | 498 | 11.4% | $7.06万 | 加仓 |
| GOOG | ALPHABET INC | $68.16万 | 0.13% | 1,929 | -5 | -0.3% | -$1,767 | 减仓 |
| ONTO | ONTO INNOVATION INC | $64.68万 | 0.12% | 1,709 | -533 | -23.8% | -$20.17万 | 减仓 |
| T | AT&T INC | $63.96万 | 0.12% | 30,898 | -1,196 | -3.7% | -$2.48万 | 减仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $60.59万 | 0.12% | 39,498 | -5,275 | -11.8% | -$8.09万 | 减仓 |
| PFE | PFIZER INC | $56.22万 | 0.11% | 23,346 | -20,914 | -47.3% | -$50.36万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $54.99万 | 0.11% | 13,465 | -85 | -0.6% | -$3,471 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC | $48.73万 | 0.09% | 1,281 | -2,389 | -65.1% | -$90.87万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $47.68万 | 0.09% | 9,986 | -4,525 | -31.2% | -$21.61万 | 减仓 |
| META | META PLATFORMS INC | $47.26万 | 0.09% | 839 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $45.93万 | 0.09% | 4,023 | 91 | 2.3% | $1.04万 | 加仓 |
| ETSY | ETSY INC | $43.35万 | 0.08% | 5,755 | -18 | -0.3% | -$1,356 | 减仓 |
| SBUX | STARBUCKS CORP | $41.34万 | 0.08% | 4,045 | -26 | -0.6% | -$2,657 | 减仓 |
| MRK | MERCK & CO INC | $40.95万 | 0.08% | 3,187 | -5 | -0.2% | -$643 | 减仓 |
| — | CES ENERGY SOLUTIONS CORP | $38.95万 | 0.08% | 33,350 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $37.39万 | 0.07% | 3,163 | 267 | 9.2% | $3.16万 | 加仓 |
| WRBY | WARBY PARKER INC | $34.53万 | 0.07% | 11,381 | 11,381 | — | $34.53万 | 新建仓 |
| RNG | RINGCENTRAL INC | $33.20万 | 0.06% | 8,517 | 95 | 1.1% | $3,703 | 加仓 |
| VCEL | VERICEL CORP | $32.49万 | 0.06% | 7,303 | 7,303 | — | $32.49万 | 新建仓 |
| — | BEYOND MEATS INC | $28.60万 | 0.06% | 381,271 | 381,271 | — | $28.60万 | 新建仓 |
| PL | PLANET LABS PBC | $27.67万 | 0.05% | 8,352 | 0 | 0.0% | — | 不变 |
| ELVA | ELECTROVAYA INC | $27.62万 | 0.05% | 26,307 | 50 | 0.2% | $525 | 加仓 |
| — | REIN THERAPEUTICS INC | $23.82万 | 0.05% | 229,070 | -10,450 | -4.4% | -$1.09万 | 减仓 |
| RMBS | RAMBUS INC DEL | $23.60万 | 0.05% | 1,778 | -944 | -34.7% | -$12.53万 | 减仓 |
| BX | BLACKSTONE INC | $22.83万 | 0.04% | 1,940 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $20.74万 | 0.04% | 556 | 11 | 2.0% | $4,103 | 加仓 |
| — | ACTINIUM PHARMACEUTICALS INC | $17.85万 | 0.03% | 182,142 | -19,158 | -9.5% | -$1.88万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $15.99万 | 0.03% | 17,420 | -297,226 | -94.5% | -$272.85万 | 减仓 |
| — | REDHILL BIOPHARMA LTD | $7.47万 | 0.01% | 88,405 | 0 | 0.0% | — | 不变 |
| NVGS | NAVIGATOR HLDGS LTD | $0 | 0.00% | 0 | -886,631 | -100.0% | -$1,713.86万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -92,702 | -100.0% | -$933.14万 | 清仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR LT | $0 | 0.00% | 0 | -167,874 | -100.0% | -$372.01万 | 清仓 |
| — | GAMBLING COM GROUP LIMITED | $0 | 0.00% | 0 | -109,697 | -100.0% | -$42.56万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -1,851 | -100.0% | -$26.76万 | 清仓 |
| SVV | SAVERS VALUE VLG INC | $0 | 0.00% | 0 | -25,148 | -100.0% | -$18.71万 | 清仓 |