13F HOLDINGS REPORT
Gagnon Advisors, LLC
Quarter ended Q4 2024 · Filed January 24, 2025 · Accession 0001019056-25-000036
Total Value
$156.2M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GENEDX HOLDINGS CORP | WGSWW | 187,618 | $14.4M | 9.23% |
| 2 | POWER SOLUTIONS INTL INC | 73933G202 | 470,165 | $14.0M | 8.96% |
| 3 | ENTERPRISE PRODS PARTNERS L P | 293792107 | 339,877 | $10.7M | 6.82% |
| 4 | AIR LEASE CORP | AIIR | 196,479 | $9.5M | 6.06% |
| 5 | CAREDX INC | CDNA | 412,875 | $8.8M | 5.66% |
| 6 | NAVIGATOR HLDGS LTD | NVGS | 517,066 | $7.9M | 5.08% |
| 7 | FRESHWORKS INC | FRSH | 470,434 | $7.6M | 4.87% |
| 8 | BIOLIFE SOLUTIONS INC | BLFS | 274,217 | $7.1M | 4.56% |
| 9 | FIVE9 INC | FIVN | 167,386 | $6.8M | 4.36% |
| 10 | PROFOUND MED CORP | PROF | 896,671 | $6.7M | 4.31% |
| 11 | AMERESCO INC | AMRC | 272,694 | $6.4M | 4.10% |
| 12 | BLACKLINE INC | BL | 103,692 | $6.3M | 4.03% |
| 13 | EQUINIX INC | EQIX | 6,600 | $6.2M | 3.98% |
| 14 | VERTEX INC | VERX | 115,594 | $6.2M | 3.95% |
| 15 | EXACT SCIENCES CORP | 30063P105 | 86,972 | $4.9M | 3.13% |
| 16 | VEREN INC | 92340V107 | 890,693 | $4.6M | 2.93% |
| 17 | ALPHA & OMEGA SEMICONDUCTOR LT | AOSL | 120,196 | $4.5M | 2.85% |
| 18 | IONQ INC | IONQ-WT | 105,589 | $4.4M | 2.82% |
| 19 | TREACE MED CONCEPTS INC | 89455T109 | 489,891 | $3.6M | 2.33% |
| 20 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 1,171,117 | $3.1M | 1.99% |
| 21 | KALTURA INC | KLTR | 1,386,044 | $3.0M | 1.95% |
| 22 | NCINO INC | NCNO | 77,511 | $2.6M | 1.67% |
| 23 | PACIRA BIOSCIENCES INC | PCRX | 133,390 | $2.5M | 1.61% |
| 24 | NVIDIA CORPORATION | NVDA | 16,555 | $2.2M | 1.42% |
| 25 | DOUBLEVERIFY HLDGS INC | DV | 67,705 | $1.3M | 0.83% |
| 26 | CNFINANCE HLDGS LTD | CNF | 784,717 | $745,480 | 0.48% |