Gagnon Advisors as of Dec. 31, 2025
Portfolio Holdings for Gagnon Advisors
Gagnon Advisors holds 23 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Genedx Holdings Corp Com Cl A (WGS) | 10.5 | $17M | 127k | 130.06 | |
| Ameresco Cla (AMRC) | 8.8 | $14M | 473k | 29.29 | |
| Air Lease Corp Cl A (AL) | 8.0 | $13M | 197k | 64.23 | |
| Enterprise Products Partners (EPD) | 6.9 | $11M | 340k | 32.06 | |
| Caredx (CDNA) | 6.4 | $10M | 533k | 18.84 | |
| Navigator Hldgs SHS (NVGS) | 5.7 | $9.0M | 517k | 17.32 | |
| Equinix (EQIX) | 5.2 | $8.2M | 11k | 766.16 | |
| Profound Med Corp Com New (PROF) | 4.8 | $7.6M | 962k | 7.87 | |
| Blackline (BL) | 4.6 | $7.2M | 130k | 55.29 | |
| Freshworks Class A Com (FRSH) | 4.4 | $6.9M | 565k | 12.25 | |
| Pacira Pharmaceuticals (PCRX) | 4.3 | $6.8M | 261k | 25.88 | |
| Five9 (FIVN) | 4.3 | $6.7M | 336k | 20.05 | |
| Biolife Solutions Com New (BLFS) | 4.2 | $6.6M | 274k | 24.18 | |
| Amplitude Com Cl A (AMPL) | 3.4 | $5.3M | 457k | 11.58 | |
| DV (DV) | 3.2 | $5.0M | 438k | 11.44 | |
| MarineMax (HZO) | 3.0 | $4.7M | 195k | 24.23 | |
| Vertex Cl A (VERX) | 2.9 | $4.6M | 233k | 19.97 | |
| Treace Med Concepts (TMCI) | 2.4 | $3.8M | 1.5M | 2.45 | |
| NVIDIA Corporation (NVDA) | 2.0 | $3.1M | 17k | 186.50 | |
| OraSure Technologies (OSUR) | 1.9 | $2.9M | 1.2M | 2.42 | |
| Alpha & Omega Semiconductor Lt SHS (AOSL) | 1.5 | $2.4M | 120k | 19.81 | |
| Kaltura (KLTR) | 1.5 | $2.3M | 1.4M | 1.64 | |
| Cnfinance Hldgs Spon Ads (CNF) | 0.3 | $486k | 80k | 6.05 |
