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Portfolio (Quarterly) Guide ↗

GAGNON SECURITIES LLC

· CIK 0001125725
13F Portfolio $519M AUM 85 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 83 New
Page 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ACTINIUM PHARMACEUTICALS INC 182,142.0 $178K 0.03% NEW $0.98
82 PTEN PATTERSON-UTI ENERGY INC Energy 17,420.0 $160K 0.03% NEW $9.18 +29.5%
83 REDHILL BIOPHARMA LTD 88,405.0 $75K 0.01% NEW $0.84
Page 5 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 50.0%
Technology 17.3%
Industrials 13.3%
Consumer Cyclical 13.1%
Real Estate 5.3%
Communication Services 0.4%
Consumer Defensive 0.3%
Energy 0.2%
Financial Services 0.0%