Gagnon Advisors, LLC — 13F Holdings & Portfolio

CIK 1599466 · latest 13F-HR filed 2026-04-22

Gagnon Advisors, LLC manages $135.9M in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are EPD (9.46%), AMRC (8.87%), EQIX (7.73%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 3, added to 6, and trimmed 14.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$135.9M

Long-equity book

Holdings

22

Distinct positions

Period

2026-03-31

Filed 2026-04-22

Q/Q Activity

+2 / −3 / ↑6 / ↓14

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EQUINIX INC$2.3M +27.9%
  • ENTERPRISE PRODS PARTNERS L P$2.0M +18.0%
  • NAVIGATOR HLDGS LTD$1.5M +16.5%
  • PACIRA BIOSCIENCES INC$1.2M +18.0%
  • OraSure Technologies Inc$700.3K +24.0%
Show all 6

Top Trims

  • GENEDX HOLDINGS CORP-$7.0M -42.4%
  • BLACKLINE INC-$2.4M -33.1%
  • MarineMax Inc-$2.1M -44.2%
  • AMERESCO INC-$1.8M -12.9%
  • FIVE9 INC-$1.6M -24.3%
Show all 14

New Positions

  • ISHARES TR$9.6M
  • HINGE HEALTH INC$3.1M
Show all 2

Exited Positions

  • AIR LEASE CORP$12.6M
  • TREACE MED CONCEPTS INC$3.8M
  • NVIDIA CORPORATION$3.1M
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ENTERPRISE PRODS PARTNERS L P EPD 293792107 $12.9M 9.46% 339,877 SH
2 AMERESCO INC AMRC 02361E108 $12.1M 8.87% 472,798 SH
3 EQUINIX INC EQIX 29444U700 $10.5M 7.73% 10,715 SH
4 NAVIGATOR HLDGS LTD NVGS Y62132108 $10.4M 7.68% 539,881 SH
5 ISHARES TR SGOV 46436E718 $9.6M 7.08% 95,621 SH
6 GENEDX HOLDINGS CORP WGS 81663L200 $9.5M 7.00% 148,225 SH
7 CAREDX INC CDNA 14167L103 $9.3M 6.81% 532,892 SH
8 PACIRA BIOSCIENCES INC PCRX 695127100 $8.0M 5.86% 352,637 SH
9 PROFOUND MED CORP PROF 74319B502 $6.2M 4.59% 962,186 SH
10 FRESHWORKS INC FRSH 358054104 $6.2M 4.59% 776,212 SH
11 BIOLIFE SOLUTIONS INC BLFS 09062W204 $5.2M 3.85% 274,217 SH
12 FIVE9 INC FIVN 338307101 $5.1M 3.75% 336,277 SH
13 BLACKLINE INC BL 09239B109 $4.8M 3.54% 130,050 SH
14 AMPLITUDE INC AMPL 03213A104 $4.3M 3.19% 634,987 SH
15 DOUBLEVERIFY HLDGS INC DV 25862V105 $4.2M 3.06% 438,039 SH
16 OraSure Technologies Inc OSUR 68554V108 $3.6M 2.66% 1,207,440 SH
17 VERTEX INC VERX 92538J106 $3.5M 2.60% 297,050 SH
18 HINGE HEALTH INC HNGE 433313103 $3.1M 2.29% 80,787 SH
19 ALPHA & OMEGA SEMICONDUCTOR LT AOSL G6331P104 $2.7M 1.96% 120,196 SH
20 MarineMax Inc HZO 567908108 $2.6M 1.94% 97,242 SH
21 KALTURA INC KLTR 483467106 $1.7M 1.27% 1,413,010 SH
22 CNFINANCE HLDGS LTD CNF 18979T204 $314.2K 0.23% 80,359 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-22 $135.9M 22 0001019056-26-000079
2025-12-31 2026-02-13 $157.5M 23 0001019056-26-000036