Gagnon Securities LLC 13F 持仓 · 2026年Q2
Gagnon Securities 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 82 只证券，申报市值合计 5.19 亿美元。前几大持仓：CDNA（9.73%）、WGS（6.94%）、ENSG（5.37%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CDNA | CAREDX INC | $50.5M | 9.73% | 1.8M | 增持 |
| 2 | WGS | GENEDX HOLDINGS CORP | $36.0M | 6.94% | 524,865 | 增持 |
| 3 | ENSG | ENSIGN GROUP INC | $27.9M | 5.37% | 173,911 | 减持 |
| 4 | AMRC | AMERESCO INC | $22.8M | 4.40% | 826,562 | 减持 |
| 5 | GNRC | GENERAC HLDGS INC | $21.4M | 4.13% | 73,170 | 减持 |
| 6 | EPD | ENTERPRISE PRODS PARTNERS L P | $18.8M | 3.62% | 510,576 | 减持 |
| 7 | QDEL | QUIDELORTHO CORP | $18.0M | 3.48% | 1.0M | 增持 |
| 8 | CAKE | CHEESECAKE FACTORY INC | $17.6M | 3.40% | 221,792 | 减持 |
| 9 | EQIX | EQUINIX INC | $17.4M | 3.36% | 16,720 | 减持 |
| 10 | KMX | CARMAX INC | $17.2M | 3.32% | 325,410 | 增持 |
| 11 | FRSH | FRESHWORKS INC | $15.8M | 3.05% | 1.6M | 减持 |
| 12 | PCRX | PACIRA BIOSCIENCES INC | $15.4M | 2.98% | 608,617 | 减持 |
| 13 | FIVN | FIVE9 INC | $15.4M | 2.97% | 722,698 | 增持 |
| 14 | HNGE | HINGE HEALTH INC | $15.2M | 2.93% | 182,959 | 增持 |
| 15 | BLFS | BIOLIFE SOLUTIONS INC | $15.1M | 2.92% | 535,906 | 减持 |
| 16 | PROF | PROFOUND MED CORP | $13.0M | 2.51% | 2.0M | 增持 |
| 17 | CARG | CARGURUS INC | $12.5M | 2.41% | 367,073 | 增持 |
| 18 | TMCI | TREACE MED CONCEPTS INC | $12.1M | 2.32% | 3.0M | 减持 |
| 19 | NAVIGATOR HLDGS LTD | $11.7M | 2.25% | 765,179 | 新建仓 | |
| 20 | ISRG | INTUITIVE SURGICAL INC | $11.6M | 2.23% | 29,144 | 减持 |
| 21 | BL | BLACKLINE INC | $10.5M | 2.03% | 375,769 | 增持 |
| 22 | ASPN | ASPEN AEROGELS INC | $9.7M | 1.88% | 1.5M | 减持 |
| 23 | PRLB | PROTO LABS INC | $9.5M | 1.83% | 116,283 | 增持 |
| 24 | VERX | VERTEX INC | $8.7M | 1.68% | 761,026 | 增持 |
| 25 | AMPL | AMPLITUDE INC | $8.1M | 1.56% | 1.1M | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR