Gagnon Advisors as of March 31, 2025
Portfolio Holdings for Gagnon Advisors
Gagnon Advisors holds 28 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Enterprise Products Partners (EPD) | 8.2 | $12M | 340k | 34.14 | |
| Genedx Holdings Corp Com Cl A (WGS) | 7.9 | $11M | 127k | 88.56 | |
| Air Lease Corp Cl A (AL) | 6.7 | $9.5M | 197k | 48.31 | |
| 2060000 Power Solutions International (PSIX) | 5.8 | $8.2M | 324k | 25.28 | |
| Caredx (CDNA) | 5.2 | $7.3M | 413k | 17.75 | |
| Navigator Hldgs SHS (NVGS) | 4.9 | $6.9M | 517k | 13.31 | |
| Freshworks Class A Com (FRSH) | 4.7 | $6.6M | 470k | 14.11 | |
| Equinix (EQIX) | 4.5 | $6.3M | 7.8k | 815.35 | |
| Blackline (BL) | 4.4 | $6.3M | 130k | 48.42 | |
| Biolife Solutions Com New (BLFS) | 4.4 | $6.3M | 274k | 22.84 | |
| Veren Com New | 4.2 | $5.9M | 891k | 6.62 | |
| Ameresco Cla (AMRC) | 4.0 | $5.7M | 473k | 12.08 | |
| Vertex Cl A (VERX) | 4.0 | $5.7M | 162k | 35.01 | |
| Profound Med Corp Com New (PROF) | 3.7 | $5.2M | 897k | 5.82 | |
| E2open Parent Holdings Com Cl A (ETWO) | 3.3 | $4.7M | 2.3M | 2.00 | |
| Five9 (FIVN) | 3.2 | $4.5M | 167k | 27.15 | |
| Treace Med Concepts (TMCI) | 2.9 | $4.1M | 490k | 8.39 | |
| EXACT Sciences Corporation (EXAS) | 2.7 | $3.8M | 87k | 43.29 | |
| Pacira Pharmaceuticals (PCRX) | 2.3 | $3.3M | 133k | 24.85 | |
| Alpha & Omega Semiconductor Lt SHS (AOSL) | 2.1 | $3.0M | 120k | 24.86 | |
| OraSure Technologies (OSUR) | 1.9 | $2.7M | 797k | 3.37 | |
| Kaltura (KLTR) | 1.8 | $2.6M | 1.4M | 1.88 | |
| Maxcyte (MXCT) | 1.8 | $2.6M | 934k | 2.73 | |
| Ionq Inc Pipe (IONQ) | 1.6 | $2.3M | 106k | 22.07 | |
| Ncino (NCNO) | 1.5 | $2.1M | 78k | 27.47 | |
| NVIDIA Corporation (NVDA) | 1.3 | $1.8M | 17k | 108.38 | |
| DV (DV) | 0.6 | $905k | 68k | 13.37 | |
| Cnfinance Hldgs Spon Ads (CNF) | 0.4 | $612k | 785k | 0.78 |