Institutions / Gagnon Advisors, LLC
Gagnon Advisors, LLC
CIK 1599466 · Institution · as of Dec 31, 2025
Portfolio value
$157.52M
Positions
23
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| GeneDx Holdings Corp. | $16.53M | 10.5% |
| Ameresco, Inc. | $13.85M | 8.8% |
| Sumisho Air Lease Corp | $12.62M | 8.0% |
| Enterprise Products Partners L.P.EPD | $10.90M | 6.9% |
| CareDx, Inc. | $10.04M | 6.4% |
| Navigator Hldgs Ltd | $8.96M | 5.7% |
| Equinix Inc | $8.21M | 5.2% |
| Profound Med Corp | $7.57M | 4.8% |
| Blackline, Inc. | $7.19M | 4.6% |
| Freshworks Inc. | $6.92M | 4.4% |
| Pacira BioSciences Inc | $6.75M | 4.3% |
| Five9 Inc | $6.74M | 4.3% |
| Biolife Solutions Inc | $6.63M | 4.2% |
| Amplitude, Inc. | $5.29M | 3.4% |
| DoubleVerify Holdings, Inc. | $5.01M | 3.2% |
| MarineMax, Inc. | $4.71M | 3.0% |
| Vertex, Inc. | $4.64M | 2.9% |
| Treace Medical Concepts, Inc.TMCI | $3.76M | 2.4% |
| NVIDIA Corp | $3.09M | 2.0% |
| OraSure Technologies Inc | $2.92M | 1.9% |
| Alpha & Omega Semiconductor Ltd | $2.38M | 1.5% |
| Kaltura IncKLTR | $2.32M | 1.5% |
| CNFinance Holdings Ltd.CNF | $486.2K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.