GAGNON SECURITIES LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TMCI | 3.11M | $7.62M |
 | KLTR | 2.86M | $4.69M |
 | PROF | 1.94M | $15.30M |
 | CDNA | 1.77M | $33.44M |
 | OSUR | 1.57M | $3.80M |
 | FRSH | 1.23M | $15.07M |
 | ASPN | 1.13M | $3.21M |
 | NVGS | 862K | $14.93M |
 | AMRC | 833K | $24.40M |
 | AMPL | 699K | $8.09M |
 | FIVN | 626K | $12.55M |
 | BLFS | 534K | $12.92M |
 | EPD | 528K | $16.91M |
 | PCRX | 501K | $12.97M |
 | AL | 497K | $31.92M |
 | DV | 492K | $5.62M |
 | VERX | 365K | $7.28M |
 | PTEN | 353K | $2.16M |
 | HZO | 322K | $7.80M |
 | KMX | 320K | $12.37M |
Treace Medical Concepts, Inc.
TMCI
Shares Held
3.11M
Value
$7.62M
Kaltura, Inc.
KLTR
Shares Held
2.86M
Value
$4.69M
Profound Medical Corp.
PROF
Shares Held
1.94M
Value
$15.30M
CareDx, Inc
CDNA
Shares Held
1.77M
Value
$33.44M
OraSure Technologies, Inc.
OSUR
Shares Held
1.57M
Value
$3.80M
Freshworks Inc.
FRSH
Shares Held
1.23M
Value
$15.07M
Aspen Aerogels, Inc.
ASPN
Shares Held
1.13M
Value
$3.21M
Navigator Holdings Ltd.
NVGS
Shares Held
862K
Value
$14.93M
Ameresco, Inc.
AMRC
Shares Held
833K
Value
$24.40M
Amplitude, Inc.
AMPL
Shares Held
699K
Value
$8.09M
Five9, Inc.
FIVN
Shares Held
626K
Value
$12.55M
BioLife Solutions, Inc.
BLFS
Shares Held
534K
Value
$12.92M
Enterprise Products Partners L.P.
EPD
Shares Held
528K
Value
$16.91M
Pacira BioSciences, Inc.
PCRX
Shares Held
501K
Value
$12.97M
Air Lease Corporation
AL
Shares Held
497K
Value
$31.92M
DoubleVerify Holdings, Inc.
DV
Shares Held
492K
Value
$5.62M
Vertex, Inc.
VERX
Shares Held
365K
Value
$7.28M
Patterson-UTI Energy, Inc.
PTEN
Shares Held
353K
Value
$2.16M
MarineMax, Inc.
HZO
Shares Held
322K
Value
$7.80M
CarMax, Inc.
KMX
Shares Held
320K
Value
$12.37M