13F HOLDINGS REPORT
Gagnon Advisors, LLC
Quarter ended Q2 2025 · Filed July 23, 2025 · Accession 0001019056-25-000194
Total Value
$148.8M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GENEDX HOLDINGS CORP | WGSWW | 127,062 | $11.7M | 7.88% |
| 2 | POWER SOLUTIONS INTL INC | 73933G202 | 180,405 | $11.7M | 7.84% |
| 3 | AIR LEASE CORP | AIIR | 196,479 | $11.5M | 7.72% |
| 4 | ENTERPRISE PRODS PARTNERS L P | 293792107 | 339,877 | $10.5M | 7.08% |
| 5 | CAREDX INC | CDNA | 454,163 | $8.9M | 5.96% |
| 6 | EQUINIX INC | EQIX | 10,715 | $8.5M | 5.73% |
| 7 | BLACKLINE INC | BL | 130,050 | $7.4M | 4.95% |
| 8 | NAVIGATOR HLDGS LTD | NVGS | 517,066 | $7.3M | 4.92% |
| 9 | AMERESCO INC | AMRC | 472,798 | $7.2M | 4.83% |
| 10 | FRESHWORKS INC | FRSH | 470,434 | $7.0M | 4.71% |
| 11 | BIOLIFE SOLUTIONS INC | BLFS | 274,217 | $5.9M | 3.97% |
| 12 | VERTEX INC | VERX | 161,813 | $5.7M | 3.84% |
| 13 | PROFOUND MED CORP | PROF | 896,671 | $5.3M | 3.56% |
| 14 | PACIRA BIOSCIENCES INC | PCRX | 213,402 | $5.1M | 3.43% |
| 15 | TREACE MED CONCEPTS INC | 89455T109 | 830,270 | $4.9M | 3.28% |
| 16 | DOUBLEVERIFY HLDGS INC | DV | 312,885 | $4.7M | 3.15% |
| 17 | EXACT SCIENCES CORP | 30063P105 | 86,972 | $4.6M | 3.11% |
| 18 | FIVE9 INC | FIVN | 167,386 | $4.4M | 2.98% |
| 19 | OraSure Technologies Inc | OSUR | 1,207,440 | $3.6M | 2.43% |
| 20 | ASPEN AEROGELS INC | ASPN | 565,570 | $3.3M | 2.25% |
| 21 | ALPHA & OMEGA SEMICONDUCTOR LT | AOSL | 120,196 | $3.1M | 2.07% |
| 22 | KALTURA INC | KLTR | 1,386,044 | $2.8M | 1.87% |
| 23 | NVIDIA CORPORATION | NVDA | 16,555 | $2.6M | 1.76% |
| 24 | CNFINANCE HLDGS LTD | CNF | 1,569,434 | $1.0M | 0.69% |