Fund Holdings — Gagnon Advisors, LLC

Total Portfolio Value
$161.95M
Total Bought
$20.65M
Total Sold
$17.31M
Net Transaction
+$3.34M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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AMERESCO INC472,798472,79807,18215,8779.80%+8,695
FRESHWORKS INC(FRSH)470,4341,129,758+659,3247,01413,2978.21%+6,283
MarineMax Inc(HZO)0151,845+151,84503,8462.37%+3,846
AMPLITUDE INC(AMPL)0352,991+352,99103,7842.34%+3,784
DOUBLEVERIFY HLDGS INC(DV)312,885625,770+312,8854,6847,4974.63%+2,813
GENEDX HOLDINGS CORP(WGS)127,062127,062011,72913,6908.45%+1,961
TREACE MED CONCEPTS INC(TMCI)830,270968,464+138,1944,8826,4984.01%+1,616
BIOLIFE SOLUTIONS INC(BLFS)274,217274,21705,9076,9954.32%+1,089
AIR LEASE CORP
CL A
196,479196,479011,49212,5067.72%+1,014
NAVIGATOR HLDGS LTD(NVGS)517,066517,06607,3168,0094.95%+693
ASPEN AEROGELS INC(ASPN)565,570565,57003,3483,9362.43%+588
NVIDIA CORPORATION(NVDA)16,55516,55502,6163,0891.91%+473
PACIRA BIOSCIENCES INC(PCRX)213,402213,40205,1005,4993.40%+399
CNFINANCE HLDGS LTD(CNF)080,359+80,35903370.21%+337
ALPHA & OMEGA SEMICONDUCTOR LT(AOSL)120,196120,19603,0843,3612.08%+276
OraSure Technologies Inc(OSUR)1,207,4401,207,44003,6223,8762.39%+254
ENTERPRISE PRODS PARTNERS L P(EPD)339,877339,877010,54010,6286.56%+88
VERTEX INC(VERX)161,813232,479+70,6665,7185,7633.56%+45
EQUINIX INC(EQIX)10,71510,71508,5238,3925.18%-131
FIVE9 INC(FIVN)167,386167,38604,4324,0512.50%-382
BLACKLINE INC(BL)130,050130,05007,3636,9064.26%-458
KALTURA INC(KLTR)1,386,0441,413,010+26,9662,7862,0351.26%-751
PROFOUND MED CORP(PROF)896,671896,67105,2904,3852.71%-906
CNFINANCE HLDGS LTD(CNF)1,569,4340-1,569,4341,0200—-1,020
CAREDX INC(CDNA)454,163529,414+75,2518,8747,6984.75%-1,177
EXACT SCIENCES CORP(EXK)86,9720-86,9724,6220—-4,622
POWER SOLUTIONS INTL INC(PSIX)180,4050-180,40511,6690—-11,669
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Gagnon Advisors, LLC — 13F Holdings — Q3 2025 | TickerTrail