§ 13F · FUND PROFILE
Gagnon Advisors, LLC.
AUM · $157M (13F)Positions · 23Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CDNA | CAREDX INC | 547K | $16M | 9.9% | +3% |
| 2 | AMRC | AMERESCO INC | 473K | $13M | 8.3% | ±0% |
| 3 | EPD | ENTERPRISE PRODS PARTNERS L P | 340K | $12M | 7.9% | ±0% |
| 4 | WGS | GENEDX HOLDINGS CORP | 178K | $12M | 7.8% | +20% |
| 5 | EQIX | EQUINIX INC | 11K | $11M | 7.1% | ±0% |
| 6 | HNGE | HINGE HEALTH INC | 113K | $9M | 6.0% | +40% |
| 7 | PCRX | PACIRA BIOSCIENCES INC | 353K | $9M | 5.7% | ±0% |
| 8 | FRSH | FRESHWORKS INC | 776K | $8M | 5.0% | ±0% |
| 9 | BLFS | BIOLIFE SOLUTIONS INC | 274K | $8M | 4.9% | ±0% |
| 10 | FIVN | FIVE9 INC | 336K | $7M | 4.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GAGNON SIGNAL
AC read
Gagnon Advisors, LLC is a Other fund managing $157 million in assets. The fund runs a focused portfolio of just 23 positions.
Read the full dossier →