GAGNON SECURITIES LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LTH | 14K | $373.65K |
 | CGNX | 10K | $442.67K |
 | TECH | 10K | $534.83K |
 | RNG | 8K | $230.18K |
 | XOM | 7K | $814.96K |
 | PYPL | 7K | $441.32K |
 | MRVL | 6K | $531.91K |
 | SBUX | 6K | $476.98K |
 | SHOP | 5K | $794.32K |
 | ETSY | 5K | $329.96K |
 | MRK | 4K | $338.91K |
 | MTSI | 3K | $391.15K |
 | MU | 3K | $491.59K |
 | RMBS | 3K | $282.49K |
 | GOOGL | 3K | $621.36K |
 | CVLT | 2K | $456.47K |
 | ONTO | 2K | $289.71K |
 | GOOG | 2K | $470.54K |
 | META | 839 | $616.14K |
 | MSFT | 506 | $262.08K |
Life Time Group Holdings, Inc.
LTH
Shares Held
14K
Value
$373.65K
Cognex Corporation
CGNX
Shares Held
10K
Value
$442.67K
Bio-Techne Corporation
TECH
Shares Held
10K
Value
$534.83K
RingCentral, Inc.
RNG
Shares Held
8K
Value
$230.18K
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$814.96K
PayPal Holdings, Inc.
PYPL
Shares Held
7K
Value
$441.32K
Marvell Technology, Inc.
MRVL
Shares Held
6K
Value
$531.91K
Starbucks Corporation
SBUX
Shares Held
6K
Value
$476.98K
Shopify Inc.
SHOP
Shares Held
5K
Value
$794.32K
Etsy, Inc.
ETSY
Shares Held
5K
Value
$329.96K
Merck & Co., Inc.
MRK
Shares Held
4K
Value
$338.91K
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
3K
Value
$391.15K
Micron Technology, Inc.
MU
Shares Held
3K
Value
$491.59K
Rambus Inc.
RMBS
Shares Held
3K
Value
$282.49K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$621.36K
Commvault Systems, Inc.
CVLT
Shares Held
2K
Value
$456.47K
Onto Innovation Inc.
ONTO
Shares Held
2K
Value
$289.71K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$470.54K
Meta Platforms, Inc.
META
Shares Held
839
Value
$616.14K
Microsoft Corporation
MSFT
Shares Held
506
Value
$262.08K