Fund HoldingsGagnon Advisors, LLC

Total Portfolio Value
$157.52M
Total Bought
$14.59M
Total Sold
$12.80M
Net Transaction
+$1.79M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
PROFOUND MED CORP896,671962,186+65,5154,3857,5724.81%+3,188
GENEDX HOLDINGS CORP(WGS)127,062127,062013,69016,52610.49%+2,836
FIVE9 INC(FIVN)167,386336,277+168,8914,0516,7424.28%+2,692
CAREDX INC(CDNA)529,414532,892+3,4787,69810,0406.37%+2,342
AMPLITUDE INC(AMPL)352,991457,212+104,2213,7845,2953.36%+1,510
PACIRA BIOSCIENCES INC(PCRX)213,402260,908+47,5065,4996,7524.29%+1,253
NAVIGATOR HLDGS LTD(NVGS)517,066517,06608,0098,9565.69%+946
MarineMax Inc151,845194,484+42,6393,8464,7122.99%+866
BLACKLINE INC(BL)130,050130,05006,9067,1904.56%+285
KALTURA INC1,413,0101,413,01002,0352,3171.47%+283
ENTERPRISE PRODS PARTNERS L P(EPD)339,877339,877010,62810,8966.92%+269
CNFINANCE HLDGS LTD80,35980,35903374860.31%+149
AIR LEASE CORP
CL A
196,479196,479012,50612,6208.01%+114
NVIDIA CORPORATION(NVDA)16,55516,55503,0893,0881.96%-1
EQUINIX INC(EQIX)10,71510,71508,3928,2095.21%-183
BIOLIFE SOLUTIONS INC(BLFS)274,217274,21706,9956,6314.21%-365
OraSure Technologies Inc1,207,4401,207,44003,8762,9221.86%-954
ALPHA & OMEGA SEMICONDUCTOR LT(AOSL)120,196120,19603,3612,3811.51%-980
VERTEX INC(VERX)232,479232,47905,7634,6432.95%-1,121
AMERESCO INC472,798472,798015,87713,8488.79%-2,028
DOUBLEVERIFY HLDGS INC(DV)625,770438,039-187,7317,4975,0113.18%-2,486
TREACE MED CONCEPTS INC968,4641,534,034+565,5706,4983,7582.39%-2,740
ASPEN AEROGELS INC565,5700-565,5703,9360-3,936
FRESHWORKS INC(FRSH)1,129,758564,879-564,87913,2976,9204.39%-6,377
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