Fund HoldingsGagnon Advisors, LLC

Total Portfolio Value
$115.26M
Total Bought
$38.50M
Total Sold
$34.07M
Net Transaction
+$4.43M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NAVIGATOR HOLDINGS LTD(NVGS)0507,066+507,06607,7836.75%+7,783
PROFOUND MED CORP0747,226+747,22606,3745.53%+6,374
SECUREWORKS CORP0744,444+744,44405,0034.34%+5,003
ZUORA INC0514,247+514,24704,6904.07%+4,690
CRESCENT PT ENERGY CORP0401,353+401,35303,2872.85%+3,287
VERTEX INC(VERX)57,797115,594+57,7971,5573,6713.19%+2,114
STANDARD BIOTOOLS INC.0672,294+672,29401,8221.58%+1,822
POWER SOLUTIONS INTERNATIONAL INC(PSIX)0701,311+701,31101,6061.39%+1,606
IONQ INC(IONQ)0158,375+158,37501,5821.37%+1,582
GENEDX HOLDINGS CORP(WGS)149,334211,393+62,0594111,9301.67%+1,519
KALTURA INC01,029,708+1,029,70801,3901.21%+1,390
ENTERPRISE PRODS PARTNERS LP(EPD)339,877339,87708,9569,9188.60%+962
BIOLIFE SOLUTIONS INC(BLFS)274,217274,21704,4565,0874.41%+631
EQUINIX INC(EQIX)6,6006,60005,3165,4474.73%+132
FRESHWORKS INC(FRSH)236,518309,955+73,4375,5565,6444.90%+88
ENVIVA INC0149,004+149,0040660.06%+66
E2OPEN PARENT HOLDINGS INC780,745780,74503,4273,4673.01%+39
SOMALOGIC INC102,594102,59401290.01%-3
DOUBLEVERIFY HLDGS INC(DV)67,70567,70502,4902,3812.07%-110
CNFINANCE HOLDINGS LIMITED784,717784,71701,7421,6241.41%-118
BLACKLINE INC(BL)109,483103,692-5,7916,8366,6965.81%-140
ENVIVA INC149,0040-149,0041480-148
CAREDX INC(CDNA)554,851610,336+55,4856,6586,4635.61%-195
PACIRA BIOSCIENCES(PCRX)133,390133,39004,5013,8983.38%-603
ALPHA AND OMEGA SEMICONDUCTOR LTD(AOSL)189,357189,35704,9354,1733.62%-761
AIR LEASE CORP
CL A
263,700196,479-67,22111,06010,1078.77%-953
FIVE9 INC(FIVN)94,852104,337+9,4857,4646,4805.62%-984
POWER SOLUTIONS INTERNATIONAL INC(PSIX)659,6800-659,6801,3520-1,352
AMERESCO INC193,325193,32506,1234,6654.05%-1,458
SOMALOGIC INC605,6710-605,6711,5320-1,532
KALTURA INC1,029,7080-1,029,7082,0080-2,008
EVERBRIDGE INC104,3830-104,3832,5380-2,538
ZUORA INC514,2470-514,2474,8340-4,834
SECUREWORKS CORP744,4440-744,4445,4940-5,494
PROFOUND MED CORP679,2960-679,2965,7670-5,767
NAVIGATOR HOLDINGS LTD(NVGS)639,6790-639,6799,3070-9,307
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