Gagnon Advisors, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AMERESCO INC | 472,798 | 472,798 | 0 | 7,181,802 | 15,876,557 | 9.80% | +8,694,755 |
| FRESHWORKS INC(FRSH) | 470,434 | 1,129,758 | +659,324 | 7,014,171 | 13,297,252 | 8.21% | +6,283,081 |
| MarineMax Inc | 0 | 151,845 | +151,845 | 0 | 3,846,234 | 2.37% | +3,846,234 |
| AMPLITUDE INC(AMPL) | 0 | 352,991 | +352,991 | 0 | 3,784,064 | 2.34% | +3,784,064 |
| DOUBLEVERIFY HLDGS INC(DV) | 312,885 | 625,770 | +312,885 | 4,683,888 | 7,496,725 | 4.63% | +2,812,837 |
| GENEDX HOLDINGS CORP(WGS) | 127,062 | 127,062 | 0 | 11,729,093 | 13,689,660 | 8.45% | +1,960,567 |
| TREACE MED CONCEPTS INC | 830,270 | 968,464 | +138,194 | 4,881,988 | 6,498,393 | 4.01% | +1,616,405 |
| BIOLIFE SOLUTIONS INC(BLFS) | 274,217 | 274,217 | 0 | 5,906,634 | 6,995,276 | 4.32% | +1,088,642 |
| AIR LEASE CORP | 196,479 | 196,479 | 0 | 11,492,057 | 12,505,888 | 7.72% | +1,013,831 |
| NAVIGATOR HLDGS LTD(NVGS) | 517,066 | 517,066 | 0 | 7,316,484 | 8,009,352 | 4.95% | +692,868 |
| ASPEN AEROGELS INC | 565,570 | 565,570 | 0 | 3,348,174 | 3,936,367 | 2.43% | +588,193 |
| NVIDIA CORPORATION(NVDA) | 16,555 | 16,555 | 0 | 2,615,524 | 3,088,832 | 1.91% | +473,308 |
| PACIRA BIOSCIENCES INC(PCRX) | 213,402 | 213,402 | 0 | 5,100,308 | 5,499,370 | 3.40% | +399,062 |
| CNFINANCE HLDGS LTD | 0 | 80,359 | +80,359 | 0 | 336,704 | 0.21% | +336,704 |
| ALPHA & OMEGA SEMICONDUCTOR LT(AOSL) | 120,196 | 120,196 | 0 | 3,084,229 | 3,360,680 | 2.08% | +276,451 |
| OraSure Technologies Inc | 1,207,440 | 1,207,440 | 0 | 3,622,320 | 3,875,882 | 2.39% | +253,562 |
| ENTERPRISE PRODS PARTNERS L P(EPD) | 339,877 | 339,877 | 0 | 10,539,586 | 10,627,954 | 6.56% | +88,368 |
| VERTEX INC(VERX) | 161,813 | 232,479 | +70,666 | 5,717,662 | 5,763,154 | 3.56% | +45,492 |
| EQUINIX INC(EQIX) | 10,715 | 10,715 | 0 | 8,523,461 | 8,392,417 | 5.18% | -131,044 |
| FIVE9 INC(FIVN) | 167,386 | 167,386 | 0 | 4,432,381 | 4,050,741 | 2.50% | -381,640 |
| BLACKLINE INC(BL) | 130,050 | 130,050 | 0 | 7,363,431 | 6,905,655 | 4.26% | -457,776 |
| KALTURA INC | 1,386,044 | 1,413,010 | +26,966 | 2,785,948 | 2,034,734 | 1.26% | -751,214 |
| PROFOUND MED CORP | 896,671 | 896,671 | 0 | 5,290,359 | 4,384,721 | 2.71% | -905,638 |
| CNFINANCE HLDGS LTD | 1,569,434 | 0 | -1,569,434 | 1,020,132 | 0 | — | -1,020,132 |
| CAREDX INC(CDNA) | 454,163 | 529,414 | +75,251 | 8,874,345 | 7,697,680 | 4.75% | -1,176,665 |
| EXACT SCIENCES CORP(EXK) | 86,972 | 0 | -86,972 | 4,621,692 | 0 | — | -4,621,692 |
| POWER SOLUTIONS INTL INC | 180,405 | 0 | -180,405 | 11,668,595 | 0 | — | -11,668,595 |