Long-term investor

Gagnon Securities LLC @gagnonsecuritiesllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001125725).

Record

  • Tracked since 2025-06-30 (454 days), 101 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +868.0% · all +868.0%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • CDNA · 9.7% · long · since 2025-06-30
  • WGS · 6.9% · long · since 2025-06-30
  • ENSG · 5.4% · long · since 2025-06-30
  • AMRC · 4.4% · long · since 2025-06-30
  • GNRC · 4.1% · long · since 2025-06-30
  • EPD · 3.6% · long · since 2025-06-30
  • QDEL · 3.5% · long · since 2025-06-30
  • 163072101 · 3.4% · long · since 2025-06-30
  • EQIX · 3.4% · long · since 2025-06-30
  • KMX · 3.3% · long · since 2025-06-30
  • FRSH · 3.1% · long · since 2025-06-30
  • PCRX · 3.0% · long · since 2025-06-30

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