Gagnon Advisors as of June 30, 2025
Portfolio Holdings for Gagnon Advisors
Gagnon Advisors holds 24 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Genedx Holdings Corp Com Cl A (WGS) | 7.9 | $12M | 127k | 92.31 | |
| 2060000 Power Solutions International (PSIX) | 7.8 | $12M | 180k | 64.68 | |
| Air Lease Corp Cl A (AL) | 7.7 | $12M | 197k | 58.49 | |
| Enterprise Products Partners (EPD) | 7.1 | $11M | 340k | 31.01 | |
| Caredx (CDNA) | 6.0 | $8.9M | 454k | 19.54 | |
| Equinix (EQIX) | 5.7 | $8.5M | 11k | 795.47 | |
| Blackline (BL) | 4.9 | $7.4M | 130k | 56.62 | |
| Navigator Hldgs SHS (NVGS) | 4.9 | $7.3M | 517k | 14.15 | |
| Ameresco Cla (AMRC) | 4.8 | $7.2M | 473k | 15.19 | |
| Freshworks Class A Com (FRSH) | 4.7 | $7.0M | 470k | 14.91 | |
| Biolife Solutions Com New (BLFS) | 4.0 | $5.9M | 274k | 21.54 | |
| Vertex Cl A (VERX) | 3.8 | $5.7M | 162k | 35.34 | |
| Profound Med Corp Com New (PROF) | 3.6 | $5.3M | 897k | 5.90 | |
| Pacira Pharmaceuticals (PCRX) | 3.4 | $5.1M | 213k | 23.90 | |
| Treace Med Concepts (TMCI) | 3.3 | $4.9M | 830k | 5.88 | |
| DV (DV) | 3.1 | $4.7M | 313k | 14.97 | |
| EXACT Sciences Corporation (EXAS) | 3.1 | $4.6M | 87k | 53.14 | |
| Five9 (FIVN) | 3.0 | $4.4M | 167k | 26.48 | |
| OraSure Technologies (OSUR) | 2.4 | $3.6M | 1.2M | 3.00 | |
| Aspen Aerogels (ASPN) | 2.2 | $3.3M | 566k | 5.92 | |
| Alpha & Omega Semiconductor Lt SHS (AOSL) | 2.1 | $3.1M | 120k | 25.66 | |
| Kaltura (KLTR) | 1.9 | $2.8M | 1.4M | 2.01 | |
| NVIDIA Corporation (NVDA) | 1.8 | $2.6M | 17k | 157.99 | |
| Cnfinance Hldgs Spon Ads (CNF) | 0.7 | $1.0M | 1.6M | 0.65 |
