Gagnon Securities LLC

CIK Number: 0001125725

454.54M
Market Value
86
# of Holdings
19 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 AL Air Lease Corpo...
58.03
+2.14% 734.87K +0.17% 35.43M 30.39 7.14%
2 ISRG Intuitive Surgi...
534.45
+2.46% 59.16K -4.69% 30.88M 237.19 6.22%
3 CDNA CareDx, Inc
19.29
+0.94% 1.43M -0.45% 30.64M 12.87 6.17%
4 ENSG The Ensign Grou...
153.70
+0.77% 220.72K -6.01% 29.33M 35.3 5.91%
5 WGS GeneDx Holdings...
89.75
+0.92% 359.38K -33.69% 27.62M 7.69 5.57%
6 PSIX Power Solutions...
67.94
+9.62% 850.15K -16.62% 25.29M 14.18 5.10%
7 EPD Enterprise Prod...
31.09
+1.11% 498.19K -0.61% 15.62M 23.04 3.15%
8 CARG CarGurus, Inc.
32.79
+1.05% 415K -0.06% 15.16M 15.03 3.06%
9 FIVN Five9, Inc.
26.62
+0.04% 366.1K +10.44% 14.88M 40.19 3.00%
10 BLFS BioLife Solutio...
21.46
+0.42% 567.22K -0.38% 14.72M 20.59 2.97%
11 EXAS Exact Sciences ...
51.84
-0.15% 246.2K +5.40% 13.83M 50.77 2.79%
12 AMRC Ameresco, Inc.
15.61
+5.40% 571.2K +22.49% 13.41M 21.34 2.70%
13 FRSH Freshworks Inc.
14.82
+1.44% 815.77K -11.35% 13.19M 20.68 2.66%
14 TMCI Treace Medical ...
5.59
-6.28% 1.77M -0.13% 13.15M 5.99 2.65%
15 NVGS Navigator Holdi...
14.73
-0.24% 852.61K +7.29% 13.09M 10.26 2.64%
16 KMX CarMax, Inc.
66.72
-1.16% 159.15K +0.20% 13.01M 67.67 2.62%
17 PROF Profound Medica...
6.13
+2.25% 1.65M +12.63% 12.41M 9.49 2.50%
18 EQIX Equinix, Inc.
748.50
-9.2% 12.84K -0.23% 12.11M 446.67 2.44%
19 BL BlackLine, Inc.
56.54
+0.66% 197.28K +6.64% 11.99M 54.28 2.42%
20 CAKE The Cheesecake ...
61.26
+2.48% 218.16K -0.29% 10.35M 42.84 2.09%
21 VERX Vertex, Inc.
34.00
+1.64% 175.81K -0.74% 9.38M 29.72 1.89%
22 CMG Chipotle Mexica...
54.24
-1.62% 148.16K -0.39% 8.93M 14.77 1.80%
23 GNRC Generac Holding...
142.44
+2.17% 54.68K -0.14% 8.48M 121.33 1.71%
24 AOSL Alpha and Omega...
25.86
+1.93% 214.1K -0.39% 7.93M 17.25 1.60%
25 SAM The Boston Beer...
187.08
-0.6% 22.38K -0.33% 6.71M 316.99 1.35%
26 PCRX Pacira BioScien...
23.71
-0.84% 321.74K +4.82% 6.06M 44.09 1.22%
27 ETWO E2open Parent H...
3.24
-0.15% 2.18M +37.59% 5.81M 6.88 1.17%
28 KLTR Kaltura, Inc.
1.96
-2.25% 2.22M +16.03% 4.88M 2 0.98%
29 ICUI ICU Medical, In...
130.75
-1% 28.88K +0.48% 4.48M 145.91 0.90%
30 CTRE CareTrust REIT,...
30.52
+0.05% 158.6K -0.01% 4.29M 17.61 0.86%
31 NCNO nCino, Inc.
27.39
+4.84% 124.76K +100.00% 4.19M 33.58 0.84%
32 PNTG The Pennant Gro...
29.05
-0.36% 156.77K -3.71% 4.16M 33.37 0.84%
33 QDEL QuidelOrtho Cor...
28.66
+1.94% 91.06K +45.40% 4.06M 60.95 0.82%
34 PRLB Proto Labs, Inc...
39.76
+1.12% 93.08K -0.24% 3.64M 68.92 0.73%
35 TPR Tapestry, Inc.
86.29
+1.02% 47.06K -7.32% 3.07M 37.73 0.62%
36 AKAM Akamai Technolo...
79.65
+0.15% 29.55K +0.83% 2.83M 77.21 0.57%
37 NVDA NVIDIA Corporat...
155.10
+0.51% 19.95K -2.96% 2.68M 109.67 0.54%
38 DV DoubleVerify Ho...
14.76
+0.82% 123.9K -36.84% 2.38M 27.18 0.48%
39 SLG SL Green Realty...
60.62
+3.71% 30.28K -4.95% 2.06M 47.22 0.41%
40 GNTX Gentex Corporat...
21.84
+1.04% 57.77K -1.31% 1.66M 21.67 0.33%
41 CNF CNFinance Holdi...
0.59
+6.33% 1.69M +4.81% 1.6M 3.89 0.32%
42 MRVL Marvell Technol...
79.95
+5.30% 14.04K -10.71% 1.55M 51.9 0.31%
43 PTEN Patterson-UTI E...
5.88
+2.35% 159.77K +0.05% 1.32M 13.75 0.27%
44 NTDOY Nintendo Co., L...
23.22
+2.11% 75.51K -1.76% 1.1M 10.96 0.22%
45 MCHP Microchip Techn...
70.80
-1.12% 18.86K -2.97% 1.08M 35.69 0.22%
46 DVN Devon Energy Co...
32.47
+1.06% 30.58K +40.55% 1M 27.77 0.20%
47 PFE Pfizer Inc.
24.28
+0.08% 35.48K -4.74% 941.18K 33.83 0.19%
48 T AT&T Inc.
28.04
+0.41% 39.39K -9.03% 896.87K 18.91 0.18%
49 MXCT MaxCyte, Inc.
2.29
+2.47% 197.33K +234.06% 820.88K 4.37 0.17%
50 SBUX Starbucks Corpo...
91.88
+0.85% 8.63K 0.00% 787.76K 80.28 0.16%
51 XOM Exxon Mobil Cor...
110.07
+1.57% 7.14K -5.75% 768.05K 52.58 0.15%
52 GNL Global Net Leas...
7.50
+2.25% 105.07K -4.76% 767.03K 9.65 0.15%
53 CELC Celcuity Inc.
12.02
+1.39% 52.48K -0.59% 686.95K 10 0.14%
54 SHOP Shopify Inc.
113.17
-0.63% 5.71K -22.16% 607.04K 33.7 0.12%
55 META Meta Platforms,...
726.45
+2.51% 983 -0.1% 575.56K 212.15 0.12%
56 TECH Bio-Techne Corp...
52.87
+1.89% 7.86K +6.64% 566.01K 70.18 0.11%
57 PYPL PayPal Holdings...
73.22
+0.20% 6.54K +1.33% 558.1K 85.03 0.11%
58 WEAV Weave Communica...
8.19
+0.99% 32.94K +100.00% 524.4K 15.92 0.11%
59 GOOGL Alphabet Inc.
173.50
+1.65% 2.61K 0.00% 494.07K 104.21 0.10%
60 CVLT Commvault Syste...
175.14
+0.99% 2.91K +1.86% 438.69K 65.47 0.09%
61 HIMX Himax Technolog...
9.45
+2.61% 54.38K -4.84% 437.21K 5.41 0.09%
62 LTH Life Time Group...
29.76
+2.11% 19.23K -0.18% 425.28K 16.26 0.09%
63 MRK Merck & Co., In...
78.92
-0.94% 4.07K -5.48% 405.18K 97.2 0.08%
64 BX Blackstone Inc.
148.20
+3.22% 2.01K -14.75% 346.74K 97.68 0.07%
65 BLZE Backblaze, Inc.
5.48
+2.43% 55.42K +0.40% 333.64K 4.84 0.07%
66 GDRX GoodRx Holdings...
4.95
+0.71% 69.87K +9.85% 324.88K 8.01 0.07%
67 MBLY Mobileye Global...
18.44
+2.90% 16.14K +0.82% 321.49K 24.74 0.06%
68 EOG EOG Resources, ...
121.07
+1.04% 2.59K -0.15% 317.86K 50.8 0.06%
69 GAMB Gambling.com Gr...
11.77
+0.34% 22.51K +100.00% 316.91K 14.08 0.06%
70 DRRX DURECT Corporat...
0.61
-3.62% 402.01K +2.07% 301.51K 2.42 0.06%
71 MSFT Microsoft Corpo...
497.50
+1.06% 680 +10.57% 286.62K 256.87 0.06%
72 ETSY Etsy, Inc.
50.69
-4.46% 5.15K +7.88% 272.28K 70.02 0.05%
73 RNG RingCentral, In...
27.68
+2.46% 7.7K +5.58% 269.68K 33.59 0.05%
74 CGNX Cognex Corporat...
31.61
+2.70% 7.39K +41.62% 264.9K 40.03 0.05%
75 MU Micron Technolo...
126.01
-0.97% 3.14K -0.13% 264.01K 67.64 0.05%
76 ONTO Onto Innovation...
100.19
+3.25% 1.46K +8.41% 242.84K 78.46 0.05%
77 VIAV Viavi Solutions...
9.93
+0.76% 23.95K +23.08% 241.88K 11.88 0.05%
78 IONQ IonQ, Inc.
41.09
+7.81% 5.76K -97.62% 240.76K 9.97 0.05%
79 WFC Wells Fargo & C...
79.98
+1.15% 3.06K 0.00% 214.65K 56.49 0.04%
80 WBD Warner Bros. Di...
11.15
+2.58% 18.72K -0.35% 197.84K 14.09 0.04%
81 WBA Walgreens Boots...
11.37
+0.49% 20.35K -4.71% 189.9K 34.18 0.04%
82 APPS Digital Turbine...
5.25
+1.25% 104.12K +99.05% 175.97K 4.69 0.04%
83 PETS PetMed Express,...
3.36
+2.75% 24.53K -5.61% 118.23K 22.05 0.02%
84 DHX DHI Group, Inc.
2.94
+12.64% 49.78K +8.67% 88.12K 3.71 0.02%
85 YEXT Yext, Inc.
8.51
+2.84% 13.33K -29.04% 84.79K 9.57 0.02%
86 LAB Standard BioToo...
1.27
+1.60% 23.93K -60.4% 41.88K 2.65 < 0.01%