Gagnon Advisors, LLC Top Holdings and 13F Report (2024) About Gagnon Advisors, LLCInvestment ActivityGagnon Advisors, LLC has $154.84 million in total holdings as of September 30, 2024.Gagnon Advisors, LLC owns shares of 27 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 5.77% of the portfolio was purchased this quarter.About 7.25% of the portfolio was sold this quarter.This quarter, Gagnon Advisors, LLC has purchased 27 new stocks and bought additional shares in 4 stocks.Gagnon Advisors, LLC sold shares of 3 stocks and completely divested from 2 stocks this quarter.Largest Holdings Power Solutions International $15,571,639CareDx $12,892,022GeneDx $10,824,704Enterprise Products Partners $9,893,819Air Lease $8,898,534 Largest New Holdings this Quarter Treace Medical Concepts $2,841,368 HoldingNVIDIA $2,010,439 Holding Largest Purchases this Quarter Treace Medical Concepts 489,891 shares (about $2.84M)NVIDIA 16,555 shares (about $2.01M)Freshworks 129,483 shares (about $1.49M)Five9 41,846 shares (about $1.20M)VEREN INC 149,168 shares (about $917.38K) Largest Sales this Quarter CareDx 197,461 shares (about $6.17M)Alpha and Omega Semiconductor 69,161 shares (about $2.57M)Exact Sciences 18,158 shares (about $1.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGagnon Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPSIXPower Solutions International$15,571,6390.0%757,74410.1%Auto/Tires/TrucksCDNACareDx$12,892,022$6,165,720 ▼-32.4%412,8758.3%MedicalWGSGeneDx$10,824,7040.0%255,0597.0%MedicalEPDEnterprise Products Partners$9,893,8190.0%339,8776.4%Oils/EnergyALAir Lease$8,898,5340.0%196,4795.7%TransportationNVGSNavigator$8,309,2510.0%517,0665.4%TransportationAMRCAmeresco$7,813,667$478,917 ▲6.5%205,9485.0%Oils/EnergyBLFSBioLife Solutions$6,866,3940.0%274,2174.4%MedicalSCWXSecureWorks$6,588,3290.0%744,4444.3%Computer and TechnologyPROFProfound Medical$5,947,9190.0%747,2263.8%MedicalEXASExact Sciences$5,924,533$1,236,923 ▼-17.3%86,9723.8%MedicalEQIXEquinix$5,858,3580.0%6,6003.8%FinanceBLBlackLine$5,717,5770.0%103,6923.7%Computer and TechnologyFRSHFreshworks$5,400,582$1,486,465 ▲38.0%470,4343.5%Computer and TechnologyFIVNFive9$4,809,000$1,202,236 ▲33.3%167,3863.1%Computer and TechnologyAOSLAlpha and Omega Semiconductor$4,461,676$2,567,257 ▼-36.5%120,1962.9%Computer and TechnologyVERXVertex$4,451,5250.0%115,5942.9%Computer and TechnologyZUOZuora$4,432,8090.0%514,2472.9%Computer and TechnologyVEREN INC$3,832,145$917,383 ▲31.5%623,1132.5%COM NEWETWOE2open Parent$3,443,0850.0%780,7452.2%Computer and TechnologyTMCITreace Medical Concepts$2,841,368$2,841,368 ▲New Holding489,8911.8%MedicalDVDoubleVerify$2,280,3040.0%135,4101.5%Computer and TechnologyNVDANVIDIA$2,010,439$2,010,439 ▲New Holding16,5551.3%Computer and TechnologyPCRXPacira BioSciences$2,007,5200.0%133,3901.3%MedicalKLTRKaltura$1,400,4030.0%1,029,7080.9%Computer and TechnologyIONQIonQ$1,384,1980.0%158,3750.9%Computer and TechnologyCNFCNFinance$980,8960.0%784,7170.6%FinanceLABStandard BioTools$0$1,189,960 ▼-100.0%00.0%MedicalEVAEnviva$0$64,072 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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