Gagnon Advisors, LLC Q2 2025 Filing
Filed July 23, 2025
Portfolio Value
$148.8B
Holdings
24
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WGSGENEDX HOLDINGS CORP | 127,062 | $11.7B | 7.88% | |
| 2 | PSIXPOWER SOLUTIONS INTL INC | 180,405 | $11.7B | 7.84% | |
| 3 | ALAIR LEASE CORP | 196,479 | $11.5B | 7.72% | |
| 4 | EPDENTERPRISE PRODS PARTNERS L P | 339,877 | $10.5B | 7.08% | |
| 5 | CDNACAREDX INC | 454,163 | $8.9B | 5.96% | |
| 6 | EQIXEQUINIX INC | 10,715 | $8.5B | 5.73% | |
| 7 | BLBLACKLINE INC | 130,050 | $7.4B | 4.95% | |
| 8 | NVGSNAVIGATOR HLDGS LTD | 517,066 | $7.3B | 4.92% | |
| 9 | AMRCAMERESCO INC | 472,798 | $7.2B | 4.83% | |
| 10 | FRSHFRESHWORKS INC | 470,434 | $7.0B | 4.71% | |
| 11 | BLFSBIOLIFE SOLUTIONS INC | 274,217 | $5.9B | 3.97% | |
| 12 | VERXVERTEX INC | 161,813 | $5.7B | 3.84% | |
| 13 | PRNPROFOUND MED CORP | 896,671 | $5.3B | 3.56% | |
| 14 | PCRXPACIRA BIOSCIENCES INC | 213,402 | $5.1B | 3.43% | |
| 15 | TMCITREACE MED CONCEPTS INC | 830,270 | $4.9B | 3.28% | |
| 16 | DVDOUBLEVERIFY HLDGS INC | 312,885 | $4.7B | 3.15% | |
| 17 | EXASEXACT SCIENCES CORP | 86,972 | $4.6B | 3.11% | |
| 18 | FIVNFIVE9 INC | 167,386 | $4.4B | 2.98% | |
| 19 | EP3OraSure Technologies Inc | 1,207,440 | $3.6B | 2.43% | |
| 20 | ASPNASPEN AEROGELS INC | 565,570 | $3.3B | 2.25% | |
| 21 | AOSLALPHA & OMEGA SEMICONDUCTOR LT | 120,196 | $3.1B | 2.07% | |
| 22 | KLTRKALTURA INC | 1,386,044 | $2.8B | 1.87% | |
| 23 | NVDANVIDIA CORPORATION | 16,555 | $2.6B | 1.76% | |
| 24 | CNFCNFINANCE HLDGS LTD | 1,569,434 | $1.0B | 0.69% |