Gagnon Advisors, LLC Top Holdings and 13F Report (2025) About Gagnon Advisors, LLCInvestment ActivityGagnon Advisors, LLC has $141.79 million in total holdings as of March 31, 2025.Gagnon Advisors, LLC owns shares of 28 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 9.77% of the portfolio was purchased this quarter.About 6.40% of the portfolio was sold this quarter.This quarter, Gagnon Advisors, LLC has purchased 26 new stocks and bought additional shares in 5 stocks.Gagnon Advisors, LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings Enterprise Products Partners $11,603,401GeneDx $11,253,246Air Lease $9,491,900Power Solutions International $8,177,676CareDx $7,328,531 Largest New Holdings this Quarter 68554V108 - OraSure Technologies $2,686,823 Holding57777K106 - MaxCyte $2,550,355 Holding Largest Purchases this Quarter OraSure Technologies 797,277 shares (about $2.69M)MaxCyte 934,196 shares (about $2.55M)Ameresco 200,104 shares (about $2.42M)E2open Parent 1,171,117 shares (about $2.34M)Vertex 46,219 shares (about $1.62M) Largest Sales this Quarter GeneDx 60,556 shares (about $5.36M)Power Solutions International 146,681 shares (about $3.71M) 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 PortfolioSectorEPDEnterprise Products Partners$11,603,4010.0%339,8778.2%EnergyWGSGeneDx$11,253,246$5,363,142 ▼-32.3%127,0627.9%MedicalALAir Lease$9,491,9000.0%196,4796.7%TransportationPSIXPower Solutions International$8,177,676$3,708,096 ▼-31.2%323,4845.8%Auto/Tires/TrucksCDNACareDx$7,328,5310.0%412,8755.2%MedicalNVGSNavigator$6,882,1480.0%517,0664.9%TransportationFRSHFreshworks$6,637,8240.0%470,4344.7%Computer and TechnologyEQIXEquinix$6,341,792$960,482 ▲17.8%7,7784.5%FinanceBLBlackLine$6,297,021$1,276,254 ▲25.4%130,0504.4%Computer and TechnologyBLFSBioLife Solutions$6,263,1160.0%274,2174.4%MedicalVEREN INC$5,896,3880.0%890,6934.2%COM NEWAMRCAmeresco$5,711,400$2,417,256 ▲73.4%472,7984.0%EnergyVERXVertex$5,665,073$1,618,127 ▲40.0%161,8134.0%Computer and TechnologyPROFProfound Medical$5,218,6250.0%896,6713.7%MedicalETWOE2open Parent$4,684,468$2,342,234 ▲100.0%2,342,2343.3%Computer and TechnologyFIVNFive9$4,544,5300.0%167,3863.2%Computer and TechnologyTMCITreace Medical Concepts$4,110,1850.0%489,8912.9%MedicalEXASExact Sciences$3,765,0180.0%86,9722.7%MedicalPCRXPacira BioSciences$3,314,7420.0%133,3902.3%MedicalAOSLAlpha and Omega Semiconductor$2,988,0730.0%120,1962.1%Computer and TechnologyOSUROraSure Technologies$2,686,823$2,686,823 ▲New Holding797,2771.9%MedicalKLTRKaltura$2,605,7630.0%1,386,0441.8%Computer and TechnologyMXCTMaxCyte$2,550,355$2,550,355 ▲New Holding934,1961.8%MedicalIONQIonQ$2,330,3490.0%105,5891.6%Computer and TechnologyNCNOnCino$2,129,2270.0%77,5111.5%Computer and TechnologyNVDANVIDIA$1,794,2310.0%16,5551.3%Computer and TechnologyDVDoubleVerify$905,2160.0%67,7050.6%Computer and TechnologyCNFCNFinance$612,0790.0%784,7170.4%FinanceShowing 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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