Gagnon Advisors as of Sept. 30, 2025
Portfolio Holdings for Gagnon Advisors
Gagnon Advisors holds 24 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ameresco Cla (AMRC) | 9.8 | $16M | 473k | 33.58 | |
| Genedx Holdings Corp Com Cl A (WGS) | 8.5 | $14M | 127k | 107.74 | |
| Freshworks Class A Com (FRSH) | 8.2 | $13M | 1.1M | 11.77 | |
| Air Lease Corp Cl A (AL) | 7.7 | $13M | 197k | 63.65 | |
| Enterprise Products Partners (EPD) | 6.6 | $11M | 340k | 31.27 | |
| Equinix (EQIX) | 5.2 | $8.4M | 11k | 783.24 | |
| Navigator Hldgs SHS (NVGS) | 4.9 | $8.0M | 517k | 15.49 | |
| Caredx (CDNA) | 4.8 | $7.7M | 529k | 14.54 | |
| DV (DV) | 4.6 | $7.5M | 626k | 11.98 | |
| Biolife Solutions Com New (BLFS) | 4.3 | $7.0M | 274k | 25.51 | |
| Blackline (BL) | 4.3 | $6.9M | 130k | 53.10 | |
| Treace Med Concepts (TMCI) | 4.0 | $6.5M | 969k | 6.71 | |
| Vertex Cl A (VERX) | 3.6 | $5.8M | 233k | 24.79 | |
| Pacira Pharmaceuticals (PCRX) | 3.4 | $5.5M | 213k | 25.77 | |
| Profound Med Corp Com New (PROF) | 2.7 | $4.4M | 897k | 4.89 | |
| Five9 (FIVN) | 2.5 | $4.1M | 167k | 24.20 | |
| Aspen Aerogels (ASPN) | 2.4 | $3.9M | 566k | 6.96 | |
| OraSure Technologies (OSUR) | 2.4 | $3.9M | 1.2M | 3.21 | |
| MarineMax (HZO) | 2.4 | $3.8M | 152k | 25.33 | |
| Amplitude Com Cl A (AMPL) | 2.3 | $3.8M | 353k | 10.72 | |
| Alpha & Omega Semiconductor Lt SHS (AOSL) | 2.1 | $3.4M | 120k | 27.96 | |
| NVIDIA Corporation (NVDA) | 1.9 | $3.1M | 17k | 186.58 | |
| Kaltura (KLTR) | 1.3 | $2.0M | 1.4M | 1.44 | |
| Cnfinance Hldgs Spon Ads | 0.2 | $337k | 80k | 4.19 |
