GAGNON SECURITIES LLC — 13F holdings

GAGNON SECURITIES LLC reported 85 holdings worth $519M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. CDNA CAREDX INC — $50.5M (9.7%)
2. WGS GENEDX HOLDINGS CORP — $36.0M (6.9%)
3. ENSG ENSIGN GROUP INC — $27.9M (5.4%)
4. AMRC AMERESCO INC — $22.8M (4.4%)
5. GNRC GENERAC HLDGS INC — $21.4M (4.1%)
6. EPD ENTERPRISE PRODS PARTNERS L — $18.8M (3.6%)
7. QDEL QUIDELORTHO CORP — $18.0M (3.5%)
8. CAKE CHEESECAKE FACTORY INC — $17.6M (3.4%)
9. EQIX EQUINIX INC — $17.4M (3.4%)
10. KMX CARMAX INC — $17.2M (3.3%)