Gagnon Advisors, LLC 13F Holdings

CIK 0001599466 · New York, NY

As of Sep 30, 2025, Gagnon Advisors, LLC reported 24 positions worth 62.0M in its SEC Form 13F filing.

Top 24 holdings

SecurityTickerSectorSharesValue% of portfolio
AMERESCO INCAMRCIndustrials472,798 5.9M9.80%
GENEDX HOLDINGS CORPWGSHealthcare127,062 3.7M8.45%
FRESHWORKS INCFRSHTechnology1,129,758 3.3M8.21%
AIR LEASE CORPALIndustrials196,479 2.5M7.72%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy339,877 0.6M6.56%
EQUINIX INCEQIXReal Estate10,715$8.4M5.18%
NAVIGATOR HLDGS LTDNVGSEnergy517,066$8.0M4.95%
CAREDX INCCDNAHealthcare529,414$7.7M4.75%
DOUBLEVERIFY HOLDINGS INCDVTechnology625,770$7.5M4.63%
BIOLIFE SOLUTIONS INCBLFSHealthcare274,217$7.0M4.32%
BLACKLINE INCBLTechnology130,050$6.9M4.26%
TREACE MEDICAL CONCEPTS INCTMCIHealthcare968,464$6.5M4.01%
VERTEX INCVERXTechnology232,479$5.8M3.56%
PACIRA BIOSCIENCES INCPCRXHealthcare213,402$5.5M3.40%
PROFOUND MEDICAL CORPPROFHealthcare896,671$4.4M2.71%
FIVE9 INCFIVNTechnology167,386$4.1M2.50%
ASPEN AEROGELS INCASPNBasic Materials565,570$3.9M2.43%
ORASURE TECHNOLOGIES INCOSURHealthcare1,207,440$3.9M2.39%
MARINEMAX INCHZOConsumer Cyclical151,845$3.8M2.37%
AMPLITUDE INCAMPLTechnology352,991$3.8M2.34%
ALPHA & OMEGA SEMICONDUCTOR LTDAOSLTechnology120,196$3.4M2.08%
NVIDIA CORPNVDATechnology16,555$3.1M1.91%
KALTURA INCKLTRTechnology1,413,010$2.0M1.26%
CNFINANCE HLDGS LTDCNFFinancial Services80,359$336.7K0.21%