GA
| |
Gagnon Advisors, LLC13F | |
| Gagnon Advisors, LLC | |
| Last update 2025-05-12 | 28 Stocks (2 new) |
| Value $142.00 Mil | Turnover 10 % |
Gagnon Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPD | Enterprise Products Partners LP | 339,877 | 11,603.4 | 0% | 8.180 | 0% | 0.020 | +9.53% | +5.14% | 69,166.3 | Oil & Gas | |
WGS | GeneDx Holdings Corp | 127,062 | 11,253.3 | -32.28% | 7.940 | -2.98% | 0.450 | -14.56% | +7.42% | 2,355.7 | Medical Diagnostics & Research | |
AL | Air Lease Corp | 196,479 | 9,491.9 | 0% | 6.690 | 0% | 0.180 | +43.28% | +22.91% | 6,565.8 | Business Services | |
PSIX | Power Solutions International Inc | 323,484 | 8,177.7 | -31.20% | 5.770 | -2.80% | 1.410 | +214.09% | +142.08% | 1,657.1 | Industrial Products | |
CDNA | CareDx Inc | 412,875 | 7,328.5 | 0% | 5.170 | 0% | 0.740 | +7.02% | -5.98% | 1,120.8 | Medical Diagnostics & Research | |
NVGS | Navigator Holdings Ltd | 517,066 | 6,882.1 | 0% | 4.850 | 0% | 0.750 | +24.60% | +1.83% | 1,075.4 | Oil & Gas | |
FRSH | Freshworks Inc | 470,434 | 6,637.8 | 0% | 4.680 | 0% | 0.160 | +12.13% | -13.11% | 4,144.9 | Software | |
EQIX | Equinix Inc | 7,778 | 6,341.8 | +17.85% | 4.470 | +0.68% | 0.010 | -2.07% | -18.90% | 74,019.6 | REITs | |
BL | BlackLine Inc | 130,050 | 6,297.0 | +25.42% | 4.440 | +0.90% | 0.210 | +17.68% | -11.70% | 3,343.5 | Software | |
BLFS | BioLife Solutions Inc | 274,217 | 6,263.1 | 0% | 4.420 | 0% | 0.580 | +0.23% | -15.45% | 1,050.0 | Medical Devices & Instruments |
Gagnon Advisors, LLC's Historical Top Holdings Breakdowns
Gagnon Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
WGS | GeneDx Holdings Corp | 2025-03-31 | Reduce Reduce | -2.98% | 59.54 ($86.76) 112.76 | $82.56 | -4.84% | Reduce -32.28% | 127,062 | -60,556 | |
PSIX | Power Solutions International Inc | 2025-03-31 | Reduce Reduce | -2.80% | 25.28 ($34.49) 43.57 | $72.02 | 108.81% | Reduce -31.2% | 323,484 | -146,681 | |
OSUR | OraSure Technologies Inc | 2025-03-31 | New Buy New Buy | +1.89% | 3.06 ($3.68) 4.11 | $3.10 | -15.76% | New holding | 797,277 | 797,277 | |
MXCT | MaxCyte Inc | 2025-03-31 | New Buy New Buy | +1.80% | 2.73 ($3.94) 5.1 | $2.22 | -43.65% | New holding | 934,196 | 934,196 | |
AMRC | Ameresco Inc | 2025-03-31 | Add Add | +1.71% | 9.29 ($18.11) 28.17 | $17.96 | -0.83% | Add 73.38% | 472,798 | 200,104 | |
ETWO | E2open Parent Holdings Inc | 2025-03-31 | Add Add | +1.65% | 2 ($2.48) 2.92 | $3.25 | 31.05% | Add 100% | 2,342,234 | 1,171,117 | |
VERX | Vertex Inc | 2025-03-31 | Add Add | +1.14% | 31.15 ($45.68) 58.95 | $34.48 | -24.52% | Add 39.98% | 161,813 | 46,219 | |
BL | BlackLine Inc | 2025-03-31 | Add Add | +0.90% | 47.46 ($54.76) 65.64 | $53.65 | -2.03% | Add 25.42% | 130,050 | 26,358 | |
EQIX | Equinix Inc | 2025-03-31 | Add Add | +0.68% | 803 ($898.89) 959.97 | $756.70 | -15.82% | Add 17.85% | 7,778 | 1,178 | |
| SCWX Unlock Delisted | SecureWorks Corp | 2024-12-31 | Sold Out Sold Out | -4.25% | 7.76 ($8.35) 8.49 | $8.51 | 1.92% | Sold Out | 0 | -744,444 |
Gagnon Advisors, LLC Total Holding History ($B)
Gagnon Advisors, LLC's Asset Allocation
Gagnon Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Gagnon Advisors, LLC's Hypothetical Growth since 2025-03-31
Gagnon Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Gagnon Advisors, LLC's Holdings Heat Map
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Gagnon Advisors, LLC's Holdings Bubble Chart
Gagnon Advisors, LLC News
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