account_balance
Investment manager · 13F filer · SEC CIK 1125725
Gagnon Securities LLC
Reported value$577Mas of Sep 30, 2026
Positions84 8 new, 7 sold out
Top 10 weight47.3%CDNA alone is 12%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CDNACaredx Inc
12.1%Trimmed −39%
WGSGenedx Holdings Corp
6.5%
ENSGEnsign Group Inc
4.9%Trimmed −6%
CAKECheesecake Factory Inc
3.9%Trimmed −3%
BLFSBiolife Solutions Inc
3.6%
FRSHFreshworks Inc
3.5%
FIVNFive9 Inc
3.3%Trimmed −22%
AMRCAmeresco Inc
3.2%Added +8%
EPDEnterprise Prods Partners L P
3.1%
KMXCarmax Inc
3.1%
HNGEHinge Health Inc
3.0%
EQIXEquinix Inc
2.9%
CDNACaredx Inc
12.1%Trimmed −39%
WGS6.5%ENSG4.9%CAKE3.9%BLFS3.6%
FRSH3.5%FIVN3.3%AMRC3.2%EPD3.1%KMX3.1%HNGE3.0%EQIX2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CDNA Caredx Inc 12.1% Trimmed −39%WGS Genedx Holdings Corp 6.5% HeldENSG Ensign Group Inc 4.9% Trimmed −6%CAKE Cheesecake Factory Inc 3.9% Trimmed −3%
BLFS Biolife Solutions Inc 3.6% Held
FRSH Freshworks Inc 3.5% HeldFIVN Five9 Inc 3.3% Trimmed −22%AMRC Ameresco Inc 3.2% Added +8%EPD Enterprise Prods Partners L P 3.1% HeldKMX Carmax Inc 3.1% HeldHNGE Hinge Health Inc 3.0% HeldEQIX Equinix Inc 2.9% HeldWhat changed