Stock Taper 
GAGNON SECURITIES LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Microsoft Corporation | MSFT | 556 | $207.4K |
 Micron Technology, Inc. | MU | 679 | $783.76K |
 Meta Platforms, Inc. | META | 839 | $472.6K |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 1.28K | $487.25K |
 Onto Innovation Inc. | ONTO | 1.71K | $646.77K |
 Rambus Inc. | RMBS | 1.78K | $236.01K |
 Alphabet Inc. | GOOG | 1.93K | $681.57K |
 Blackstone Inc. | BX | 1.94K | $228.28K |
 Alphabet Inc. | GOOGL | 2.56K | $913.44K |
 Marvell Technology, Inc. | MRVL | 2.92K | $870.73K |
 Akamai Technologies, Inc. | AKAM | 3.16K | $373.9K |
 Merck & Co., Inc. | MRK | 3.19K | $409.53K |
 NVIDIA Corporation | NVDA | 3.5K | $699.91K |
 Shopify Inc. | SHOP | 4.02K | $459.35K |
 Starbucks Corporation | SBUX | 4.04K | $413.36K |
 Commvault Systems, Inc. | CVLT | 4.87K | $690.79K |
 Etsy, Inc. | ETSY | 5.75K | $433.52K |
 The Boston Beer Company, Inc. | SAM | 7.28K | $1.29M |
 Vericel Corporation | VCEL | 7.3K | $324.91K |
 Planet Labs PBC | PL | 8.35K | $276.7K |