Gagnon Advisors, Llc Portfolio Stock Holdings
Gagnon Advisors, Llc disclosed 22 stock positions valued at approximately $135.9 million in its latest SEC 13F filing. The largest holdings include ENTERPRISE PRODS PARTNERS L P, AMERESCO INC, and EQUINIX INC. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 22
- Portfolio Value
- $135.9M
Holdings by Sector
Gagnon Advisors, Llc Portfolio Holdings in Q1 2026
21 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ENTERPRISE PRODS PARTNERS L P | EPD | Energy | 9.46% | 339,877 | - | - | $12,860,946 |
| AMERESCO INC | AMRC | Industrials | 8.87% | 472,798 | - | - | $12,056,349 |
| EQUINIX INC | EQIX | Real Estate | 7.73% | 10,715 | - | - | $10,503,272 |
| NAVIGATOR HLDGS LTD | Y62132108 | Other | 7.68% | 539,881 | +22,815 | +4.41% | $10,435,900 |
| ISHARES TR | SGOV | Other | 7.08% | 95,621 | +95,621 | +100.00% | $9,625,210 |
| GENEDX HOLDINGS CORP | WGS | Healthcare | 7.00% | 148,225 | +21,163 | +16.66% | $9,519,009 |
| CAREDX INC | CDNA | Healthcare | 6.81% | 532,892 | - | - | $9,251,005 |
| PACIRA BIOSCIENCES INC | PCRX | Healthcare | 5.86% | 352,637 | +91,729 | +35.16% | $7,969,596 |
| PROFOUND MED CORP | PROF | Healthcare | 4.59% | 962,186 | - | - | $6,234,965 |
| FRESHWORKS INC | FRSH | Technology | 4.59% | 776,212 | +211,333 | +37.41% | $6,232,982 |
| BIOLIFE SOLUTIONS INC | BLFS | Healthcare | 3.85% | 274,217 | - | - | $5,232,060 |
| FIVE9 INC | FIVN | Technology | 3.75% | 336,277 | - | - | $5,101,322 |
| BLACKLINE INC | BL | Technology | 3.54% | 130,050 | - | - | $4,811,850 |
| AMPLITUDE INC | AMPL | Technology | 3.19% | 634,987 | +177,775 | +38.88% | $4,330,611 |
| DOUBLEVERIFY HLDGS INC | DV | Technology | 3.06% | 438,039 | - | - | $4,161,371 |
| OraSure Technologies Inc | OSUR | Healthcare | 2.66% | 1,207,440 | - | - | $3,622,320 |
| VERTEX INC | VERX | Technology | 2.60% | 297,050 | +64,571 | +27.77% | $3,531,925 |
| HINGE HEALTH INC | 433313103 | Other | 2.29% | 80,787 | +80,787 | +100.00% | $3,115,147 |
| ALPHA & OMEGA SEMICONDUCTOR LT | G6331P104 | Other | 1.96% | 120,196 | - | - | $2,663,543 |
| MarineMax Inc | HZO | Consumer Cyclical | 1.94% | 97,242 | -97,242 | -50.00% | $2,631,369 |
| KALTURA INC | KLTR | Technology | 1.27% | 1,413,010 | - | - | $1,723,872 |