Gagnon Advisors, LLC Top Holdings and 13F Report (2026) About Gagnon Advisors, LLCInvestment ActivityGagnon Advisors, LLC has $135.93 million in total holdings as of March 31, 2026.Gagnon Advisors, LLC owns shares of 22 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 14.93% of the portfolio was purchased this quarter.About 16.26% of the portfolio was sold this quarter.This quarter, Gagnon Advisors, LLC has purchased 23 new stocks and bought additional shares in 6 stocks.Gagnon Advisors, LLC sold shares of 1 stock and completely divested from 3 stocks this quarter.Largest Holdings Enterprise Products Partners $12,860,946Ameresco $12,056,349Equinix $10,503,272Navigator $10,435,900iShares 0-3 Month Treasury Bond ETF $9,625,210 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $9,625,210 Holding433313103 - HINGE HEALTH INC $3,115,147 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 95,621 shares (about $9.63M)HINGE HEALTH INC 80,787 shares (about $3.12M)Pacira BioSciences 91,729 shares (about $2.07M)Freshworks 211,333 shares (about $1.70M)GeneDx 21,163 shares (about $1.36M) Largest Sales this Quarter MarineMax 97,242 shares (about $2.63M) 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$12,860,9460.0%339,8779.5%EnergyAMRCAmeresco$12,056,3490.0%472,7988.9%EnergyEQIXEquinix$10,503,2720.0%10,7157.7%FinanceNVGSNavigator$10,435,900$441,014 ▲4.4%539,8817.7%TransportationSGOViShares 0-3 Month Treasury Bond ETF$9,625,210$9,625,210 ▲New Holding95,6217.1%ETFWGSGeneDx$9,519,009$1,359,088 ▲16.7%148,2257.0%MedicalCDNACareDx$9,251,0050.0%532,8926.8%MedicalPCRXPacira BioSciences$7,969,596$2,073,075 ▲35.2%352,6375.9%MedicalPROFProfound Medical$6,234,9650.0%962,1864.6%MedicalFRSHFreshworks$6,232,982$1,697,004 ▲37.4%776,2124.6%Computer and TechnologyBLFSBioLife Solutions$5,232,0600.0%274,2173.8%MedicalFIVNFive9$5,101,3220.0%336,2773.8%Computer and TechnologyBLBlackLine$4,811,8500.0%130,0503.5%Computer and TechnologyAMPLAmplitude$4,330,611$1,212,425 ▲38.9%634,9873.2%Business ServicesDVDoubleVerify$4,161,3710.0%438,0393.1%Computer and TechnologyOSUROraSure Technologies$3,622,3200.0%1,207,4402.7%MedicalVERXVertex$3,531,925$767,749 ▲27.8%297,0502.6%Computer and TechnologyHINGE HEALTH INC$3,115,147$3,115,147 ▲New Holding80,7872.3%CL AAOSLAlpha and Omega Semiconductor$2,663,5430.0%120,1962.0%Computer and TechnologyHZOMarineMax$2,631,369$2,631,369 ▼-50.0%97,2421.9%Retail/WholesaleKLTRKaltura$1,723,8720.0%1,413,0101.3%Computer and TechnologyCNFINANCE HLDGS LTD$314,2040.0%80,3590.2%SPON ADSALAir Lease$0$12,619,846 ▼-100.0%00.0%TransportationTMCITreace Medical Concepts$0$3,758,383 ▼-100.0%00.0%MedicalNVDANVIDIA$0$3,087,508 ▼-100.0%00.0%Computer and TechnologyShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
