Fund HoldingsGagnon Advisors, LLC

Total Portfolio Value
$148.81M
Total Bought
$14.76M
Total Sold
$21.08M
Net Transaction
-$6.33M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
DOUBLEVERIFY HLDGS INC(DV)67,705312,885+245,1809054,6843.15%+3,779
POWER SOLUTIONS INTL INC(PSIX)323,484180,405-143,0798,17811,6697.84%+3,491
ASPEN AEROGELS INC0565,570+565,57003,3482.25%+3,348
EQUINIX INC(EQIX)7,77810,715+2,9376,3428,5235.73%+2,182
AIR LEASE CORP
CL A
196,479196,47909,49211,4927.72%+2,000
PACIRA BIOSCIENCES INC(PCRX)133,390213,402+80,0123,3155,1003.43%+1,786
CAREDX INC(CDNA)412,875454,163+41,2887,3298,8745.96%+1,546
AMERESCO INC472,798472,79805,7117,1824.83%+1,470
BLACKLINE INC(BL)130,050130,05006,2977,3634.95%+1,066
OraSure Technologies Inc797,2771,207,440+410,1632,6873,6222.43%+935
EXACT SCIENCES CORP(EXK)86,97286,97203,7654,6223.11%+857
NVIDIA CORPORATION(NVDA)16,55516,55501,7942,6161.76%+821
TREACE MED CONCEPTS INC489,891830,270+340,3794,1104,8823.28%+772
GENEDX HOLDINGS CORP(WGS)127,062127,062011,25311,7297.88%+476
NAVIGATOR HLDGS LTD(NVGS)517,066517,06606,8827,3164.92%+434
CNFINANCE HLDGS LTD784,7171,569,434+784,7176121,0200.69%+408
FRESHWORKS INC(FRSH)470,434470,43406,6387,0144.71%+376
KALTURA INC1,386,0441,386,04402,6062,7861.87%+180
ALPHA & OMEGA SEMICONDUCTOR LT(AOSL)120,196120,19602,9883,0842.07%+96
PROFOUND MED CORP896,671896,67105,2195,2903.56%+72
VERTEX INC(VERX)161,813161,81305,6655,7183.84%+53
FIVE9 INC(FIVN)167,386167,38604,5454,4322.98%-112
BIOLIFE SOLUTIONS INC(BLFS)274,217274,21706,2635,9073.97%-356
ENTERPRISE PRODS PARTNERS L P(EPD)339,877339,877011,60310,5407.08%-1,064
NCINO INC(NCNO)77,5110-77,5112,1290-2,129
IONQ INC(IONQ)105,5890-105,5892,3300-2,330
MAXCYTE INC934,1960-934,1962,5500-2,550
E2OPEN PARENT HOLDINGS INC2,342,2340-2,342,2344,6840-4,684
VEREN INC890,6930-890,6935,8960-5,896
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