13F HOLDINGS REPORT
Gagnon Advisors, LLC
Quarter ended Q3 2025 · Filed November 3, 2025 · Accession 0001019056-25-000229
Total Value
$162.0M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMERESCO INC | AMRC | 472,798 | $15.9M | 9.80% |
| 2 | GENEDX HOLDINGS CORP | WGSWW | 127,062 | $13.7M | 8.45% |
| 3 | FRESHWORKS INC | FRSH | 1,129,758 | $13.3M | 8.21% |
| 4 | AIR LEASE CORP | AIIR | 196,479 | $12.5M | 7.72% |
| 5 | ENTERPRISE PRODS PARTNERS L P | 293792107 | 339,877 | $10.6M | 6.56% |
| 6 | EQUINIX INC | EQIX | 10,715 | $8.4M | 5.18% |
| 7 | NAVIGATOR HLDGS LTD | NVGS | 517,066 | $8.0M | 4.95% |
| 8 | CAREDX INC | CDNA | 529,414 | $7.7M | 4.75% |
| 9 | DOUBLEVERIFY HLDGS INC | DV | 625,770 | $7.5M | 4.63% |
| 10 | BIOLIFE SOLUTIONS INC | BLFS | 274,217 | $7.0M | 4.32% |
| 11 | BLACKLINE INC | BL | 130,050 | $6.9M | 4.26% |
| 12 | TREACE MED CONCEPTS INC | 89455T109 | 968,464 | $6.5M | 4.01% |
| 13 | VERTEX INC | VERX | 232,479 | $5.8M | 3.56% |
| 14 | PACIRA BIOSCIENCES INC | PCRX | 213,402 | $5.5M | 3.40% |
| 15 | PROFOUND MED CORP | PROF | 896,671 | $4.4M | 2.71% |
| 16 | FIVE9 INC | FIVN | 167,386 | $4.1M | 2.50% |
| 17 | ASPEN AEROGELS INC | ASPN | 565,570 | $3.9M | 2.43% |
| 18 | OraSure Technologies Inc | OSUR | 1,207,440 | $3.9M | 2.39% |
| 19 | MarineMax Inc | HZO | 151,845 | $3.8M | 2.37% |
| 20 | AMPLITUDE INC | AMPL | 352,991 | $3.8M | 2.34% |
| 21 | ALPHA & OMEGA SEMICONDUCTOR LT | AOSL | 120,196 | $3.4M | 2.08% |
| 22 | NVIDIA CORPORATION | NVDA | 16,555 | $3.1M | 1.91% |
| 23 | KALTURA INC | KLTR | 1,413,010 | $2.0M | 1.26% |
| 24 | CNFINANCE HLDGS LTD | CNF | 80,359 | $336,704 | 0.21% |