Back to Gagnon Advisors, LLC
Q2 2026 13F filing
Updated 37 days ago23 disclosed positions worth $157.3M
Portfolio value
$157.3M
Total holdings
23
New positions
4
Closed positions
3
Increased
5
Decreased
0
Turnover
30.4%
Filed
2026-08-05
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CDNA CAREDX INC | $15.6M | 546.9K | 9.91% | Added(+2.6%) |
| 2 | A AMRC AMERESCO INC | $13M | 472.8K | 8.30% | Unchanged |
| 3 | E EPDU ENTERPRISE PRODS PARTNERS L P | $12.5M | 339.9K | 7.94% | Unchanged |
| 4 | W WGSWW GENEDX HOLDINGS CORP | $12.2M | 177.9K | 7.76% | Added(+20.0%) |
| 5 | E EQIX EQUINIX INC | $11.2M | 10.7K | 7.10% | Unchanged |
| 6 | H HNGE HINGE HEALTH INC | $9.4M | 113.3K | 5.98% | Added(+40.3%) |
| 7 | P PCRX PACIRA BIOSCIENCES INC | $8.9M | 352.6K | 5.69% | Unchanged |
| 8 | F FRSH FRESHWORKS INC | $7.9M | 776.2K | 5.00% | Unchanged |
| 9 | B BLFS BIOLIFE SOLUTIONS INC | $7.7M | 274.2K | 4.92% | Unchanged |
| 10 | F FIVN FIVE9 INC | $7.2M | 336.3K | 4.56% | Unchanged |
| 11 | P PROF PROFOUND MED CORP | $6.4M | 962.2K | 4.07% | Unchanged |
| 12 | F FERG NAVIGATOR HLDGS LTD | $6.1M | 328.5K | 3.89% | — |
| 13 | T TMCI TREACE MED CONCEPTS INC | $6.1M | 1.53M | 3.88% | — |
| 14 | O OSUR OraSure Technologies Inc | $5.4M | 1.21M | 3.42% | Unchanged |
| 15 | A AMPL AMPLITUDE INC | $4.9M | 635.0K | 3.09% | Unchanged |
| 16 | D DV DOUBLEVERIFY HLDGS INC | $4.7M | 438.0K | 3.02% | Unchanged |
| 17 | Q QDEL QUIDELORTHO CORP | $4.2M | 241.1K | 2.69% | — |
| 18 | V VRTX VERTEX INC | $4.2M | 361.6K | 2.64% | Added(+21.7%) |
| 19 | B BL BLACKLINE INC | $3.7M | 130.1K | 2.32% | Unchanged |
| 20 | H HZO MarineMax Inc | $3.6M | 97.2K | 2.26% | Unchanged |
| 21 | K KLTR KALTURA INC | $1.8M | 1.41M | 1.17% | Unchanged |
| 22 | C CNF CNFINANCE HLDGS LTD | $299K | 108.0K | 0.19% | Added(+34.4%) |
| 23 | B BYND BEYOND MEAT INC | $292K | 388.9K | 0.19% | — |