Gagnon Advisors as of June 30, 2026
Portfolio Holdings for Gagnon Advisors
Gagnon Advisors holds 23 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Caredx (CDNA) | 9.9 | $16M | 547k | 28.50 | |
| Ameresco Cla (AMRC) | 8.3 | $13M | 473k | 27.60 | |
| Enterprise Products Partners (EPD) | 7.9 | $13M | 340k | 36.76 | |
| Genedx Holdings Corp Com Cl A (WGS) | 7.8 | $12M | 178k | 68.65 | |
| Equinix (EQIX) | 7.1 | $11M | 11k | 1042.39 | |
| Hinge Health Cl A (HNGE) | 6.0 | $9.4M | 113k | 83.00 | |
| Pacira Biosciences Com New (PCRX) | 5.7 | $8.9M | 353k | 25.37 | |
| Freshworks Class A Com (FRSH) | 5.0 | $7.9M | 776k | 10.12 | |
| Biolife Solutions Com New (BLFS) | 4.9 | $7.7M | 274k | 28.24 | |
| Five9 (FIVN) | 4.6 | $7.2M | 336k | 21.32 | |
| Profound Med Corp Com New (PROF) | 4.1 | $6.4M | 962k | 6.65 | |
| Navigator Hldgs SHS | 3.9 | $6.1M | 329k | 18.63 | |
| Treace Med Concepts (TMCI) | 3.9 | $6.1M | 1.5M | 3.98 | |
| OraSure Technologies (OSUR) | 3.4 | $5.4M | 1.2M | 4.46 | |
| Amplitude Com Cl A (AMPL) | 3.1 | $4.9M | 635k | 7.65 | |
| DV (DV) | 3.0 | $4.7M | 438k | 10.84 | |
| Quidel Corp (QDEL) | 2.7 | $4.2M | 241k | 17.52 | |
| Vertex Cl A (VERX) | 2.6 | $4.2M | 362k | 11.48 | |
| Blackline (BL) | 2.3 | $3.7M | 130k | 28.07 | |
| MarineMax (HZO) | 2.3 | $3.6M | 97k | 36.62 | |
| Kaltura (KLTR) | 1.2 | $1.8M | 1.4M | 1.30 | |
| Cnfinance Hldgs Spon Ads (CNF) | 0.2 | $299k | 108k | 2.77 | |
| Beyond Meat (BYND) | 0.2 | $292k | 389k | 0.75 |
