Gagnon Advisors, LLC reported 23 holdings worth US$157M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Gagnon Advisors, LLC reported 23 holdings worth US$157M as of Jun 30, 2026. Largest: Caredx, Inc., Ameresco, Inc. and Enterprise Products Partners L.p. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 23
- Value as reported
- US$157M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Caredx, Inc. | 547K | US$15.6M | 9.9% |
| Ameresco, Inc. | 473K | US$13M | 8.3% |
| Enterprise Products Partners L.p. | 340K | US$12.5M | 7.9% |
| Genedx Holdings Corp. | 178K | US$12.2M | 7.8% |
| Equinix, Inc. | 10,715 | US$11.2M | 7.1% |
| Hinge Health, Inc. | 113K | US$9.4M | 6.0% |
| Pacira Biosciences, Inc. | 353K | US$8.95M | 5.7% |
| Freshworks Inc. | 776K | US$7.86M | 5.0% |
| Biolife Solutions, Inc. | 274K | US$7.74M | 4.9% |
| Five9, Inc. | 336K | US$7.17M | 4.6% |
| Profound Medical Corp | 962K | US$6.4M | 4.1% |
| Treace Medical Concepts, Inc. | 1.53M | US$6.11M | 3.9% |
| Orasure Technologies, Inc. | 1.21M | US$5.39M | 3.4% |
| Amplitude, Inc. | 635K | US$4.86M | 3.1% |
| Doubleverify Holdings, Inc. | 438K | US$4.75M | 3.0% |
| Quidelortho Corporation | 241K | US$4.22M | 2.7% |
| Vertex, Inc. | 362K | US$4.15M | 2.6% |
| Blackline, Inc. | 130K | US$3.65M | 2.3% |
| Marinemax, Inc. (fl) | 97,242 | US$3.56M | 2.3% |
| Kaltura, Inc. | 1.41M | US$1.84M | 1.2% |
| Beyond Meat, Inc. | 389K | US$292K | 0.19% |
| Alpha And Omega Semiconductor Limited | 0 | US$0 | 0.00% |
| Navigator Holdings Ltd. | 0 | US$0 | 0.00% |