Gagnon Advisors, LLC Top Holdings and 13F Report (2025) About Gagnon Advisors, LLCInvestment ActivityGagnon Advisors, LLC has $156.19 million in total holdings as of December 31, 2024.Gagnon Advisors, LLC owns shares of 26 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 5.44% of the portfolio was purchased this quarter.About 18.10% of the portfolio was sold this quarter.This quarter, Gagnon Advisors, LLC has purchased 27 new stocks and bought additional shares in 5 stocks.Gagnon Advisors, LLC sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings GeneDx $14,420,319Power Solutions International $13,987,409Enterprise Products Partners $10,658,543Air Lease $9,472,253CareDx $8,839,654 Largest New Holdings this Quarter nCino $2,602,819 Holding Largest Purchases this Quarter nCino 77,511 shares (about $2.60M)Ameresco 66,746 shares (about $1.57M)VEREN INC 267,580 shares (about $1.38M)Profound Medical 149,445 shares (about $1.12M)E2open Parent 390,372 shares (about $1.04M) Largest Sales this Quarter Power Solutions International 287,579 shares (about $8.56M)GeneDx 67,441 shares (about $5.18M)IonQ 52,786 shares (about $2.20M)DoubleVerify 67,705 shares (about $1.30M) 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 PortfolioSectorWGSGeneDx$14,420,319$5,183,515 ▼-26.4%187,6189.2%MedicalPSIXPower Solutions International$13,987,409$8,555,475 ▼-38.0%470,1659.0%Auto/Tires/TrucksEPDEnterprise Products Partners$10,658,5430.0%339,8776.8%Oils/EnergyALAir Lease$9,472,2530.0%196,4796.1%TransportationCDNACareDx$8,839,6540.0%412,8755.7%MedicalNVGSNavigator$7,936,9630.0%517,0665.1%TransportationFRSHFreshworks$7,606,9180.0%470,4344.9%Computer and TechnologyBLFSBioLife Solutions$7,118,6730.0%274,2174.6%MedicalFIVNFive9$6,802,5670.0%167,3864.4%Computer and TechnologyPROFProfound Medical$6,733,999$1,122,332 ▲20.0%896,6714.3%MedicalAMRCAmeresco$6,402,855$1,567,196 ▲32.4%272,6944.1%Oils/EnergyBLBlackLine$6,300,3260.0%103,6924.0%Computer and TechnologyEQIXEquinix$6,223,0740.0%6,6004.0%FinanceVERXVertex$6,166,9400.0%115,5943.9%Computer and TechnologyEXASExact Sciences$4,886,9570.0%86,9723.1%MedicalVEREN INC$4,578,162$1,375,361 ▲42.9%890,6932.9%COM NEWAOSLAlpha and Omega Semiconductor$4,450,8580.0%120,1962.8%Computer and TechnologyIONQIonQ$4,410,453$2,204,871 ▼-33.3%105,5892.8%Computer and TechnologyTMCITreace Medical Concepts$3,644,7890.0%489,8912.3%MedicalETWOE2open Parent$3,115,171$1,038,389 ▲50.0%1,171,1172.0%Computer and TechnologyKLTRKaltura$3,049,297$783,939 ▲34.6%1,386,0442.0%Computer and TechnologyNCNOnCino$2,602,819$2,602,819 ▲New Holding77,5111.7%Computer and TechnologyPCRXPacira BioSciences$2,513,0680.0%133,3901.6%MedicalNVDANVIDIA$2,223,1710.0%16,5551.4%Computer and TechnologyDVDoubleVerify$1,300,613$1,300,613 ▼-50.0%67,7050.8%Computer and TechnologyCNFCNFinance$745,4800.0%784,7170.5%FinanceSCWXSecureWorks$0$6,588,329 ▼-100.0%00.0%Computer and TechnologyZUOZuora$0$4,432,809 ▼-100.0%00.0%Computer and TechnologyShowing 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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