GAGNON SECURITIES LLC: 13F holdings
CIK 11257252026Q2
| Positions | 83 |
|---|---|
| Reported value | $518.8m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CDNA CAREDX INC | 1,770,735 | $50.5m | 9.7% |
| GENEDX HOLDINGS CORP | 524,865 | $36.0m | 6.9% |
| ENSG ENSIGN GROUP INC | 173,911 | $27.9m | 5.4% |
| AMRC AMERESCO INC | 826,562 | $22.8m | 4.4% |
| GNRC GENERAC HLDGS INC | 73,170 | $21.4m | 4.1% |
| EPD ENTERPRISE PRODS PARTNERS L P | 510,576 | $18.8m | 3.6% |
| QDEL QUIDELORTHO CORP | 1,030,371 | $18.0m | 3.5% |
| CAKE CHEESECAKE FACTORY INC | 221,792 | $17.6m | 3.4% |
| EQIX EQUINIX INC | 16,720 | $17.4m | 3.4% |
| KMX CARMAX INC | 325,410 | $17.2m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1125725")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.