Fund HoldingsGagnon Advisors, LLC

Total Portfolio Value
$114.48M
Total Bought
$15.16M
Total Sold
$24.01M
Net Transaction
-$8.85M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
AMERESCO INC0193,325+193,32506,1235.35%+6,123
ZUORA INC0514,247+514,24704,8344.22%+4,834
CAREDX INC(CDNA)554,851554,85103,8846,6585.82%+2,774
DOUBLEVERIFY HLDGS INC(DV)067,705+67,70502,4902.18%+2,490
VERTEX INC(VERX)057,797+57,79701,5571.36%+1,557
FIVE9 INC(FIVN)94,85294,85206,0997,4646.52%+1,365
SECUREWORKS CORP744,444744,44404,6235,4944.80%+871
FRESHWORKS INC(FRSH)236,518236,51804,7115,5564.85%+844
BLACKLINE INC(BL)109,483109,48306,0736,8365.97%+763
AIR LEASE CORP
CL A
263,700263,700010,39211,0609.66%+667
EQUINIX INC(EQIX)6,6006,60004,7935,3164.64%+522
KALTURA INC1,029,7081,029,70801,7812,0081.75%+227
EVERBRIDGE INC104,383104,38302,3402,5382.22%+197
ENVIVA INC0149,004+149,00401480.13%+148
SOMALOGIC INC605,671605,67101,4481,5321.34%+85
SOMALOGIC INC0102,594+102,5940120.01%+12
SOMALOGIC INC102,5940-102,594230-23
E2OPEN PARENT HOLDINGS INC280,3280-280,3281320-132
GENEDX HOLDINGS CORP(WGS)149,334149,33405444110.36%-133
NAVIGATOR HOLDINGS LTD(NVGS)639,679639,67909,4489,3078.13%-141
ENTERPRISE PRODS PARTNERS LP(EPD)339,877339,87709,3028,9567.82%-347
BIOLIFE SOLUTIONS INC(BLFS)360,758274,217-86,5414,9824,4563.89%-526
ALPHA AND OMEGA SEMICONDUCTOR LTD(AOSL)189,357189,35705,6504,9354.31%-716
MIROMATRIX MED INC556,7550-556,7557290-729
POWER SOLUTIONS INTERNATIONAL INC(PSIX)659,680659,68002,1571,3521.18%-805
PACIRA BIOSCIENCES INC(PCRX)180,331133,390-46,9415,5334,5013.93%-1,032
ENVIVA INC149,0040-149,0041,1130-1,113
PROFOUND MED CORP679,296679,29606,9295,7675.04%-1,162
CNFINANCE HOLDINGS LIMITED784,717784,71702,9661,7421.52%-1,224
OPSENS INC2,013,0730-2,013,0732,6350-2,635
YEXT INC567,5490-567,5493,5930-3,593
ZUORA INC514,2470-514,2474,2370-4,237
E2OPEN PARENT HOLDINGS INC1,721,692780,745-940,9477,8163,4272.99%-4,389
AMERESCO INC145,2600-145,2605,6010-5,601
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