StockDriftsStockDriftsTop 22 Gagnon Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CDNA | CAREDX INC | 9.91% | 546.9K | $15.6M | +2.63%(+14.00K) | $15.16(+206.78%) | 2026-06-30 | |
| AMRC | AMERESCO INC | 8.3% | 472.8K | $13.0M | +0.00%(+0) | $19.08(+46.19%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L P | 7.94% | 339.9K | $12.5M | +0.00%(+0) | $25.70(+51.35%) | 2026-06-30 | |
| WGS | GENEDX HOLDINGS CORP | 7.76% | 177.9K | $12.2M | +20.00%(+29.64K) | $42.31(+84.55%) | 2026-06-30 | |
| EQIX | EQUINIX INC | 7.1% | 10.7K | $11.2M | +0.00%(+0) | $500.94(+118.46%) | 2026-06-30 | |
| HNGE | HINGE HEALTH INC | 5.98% | 113.3K | $9.4M | +40.25%(+32.52K) | $47.49(+86.32%) | 2026-06-30 | |
| PCRX | PACIRA BIOSCIENCES INC | 5.69% | 352.6K | $8.9M | +0.00%(+0) | $32.47(-29.17%) | 2026-06-30 | |
| FRSH | FRESHWORKS INC | 5% | 776.2K | $7.9M | +0.00%(+0) | $14.98(-15.50%) | 2026-06-30 | |
| BLFS | BIOLIFE SOLUTIONS INC | 4.92% | 274.2K | $7.7M | +0.00%(+0) | $21.68(+61.76%) | 2026-06-30 | |
| FIVN | FIVE9 INC | 4.56% | 336.3K | $7.2M | +0.00%(+0) | $34.90(-5.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.54% | +42.53% | -0.35% | -1.74% |
| Top 20 Holdings Unweighted | +17.83% | +63.58% | +1.97% | +10.25% |
Gagnon Advisors, LLC reports $157.26M in US-listed equity holdings across 23 positions in its most recent 13F filing. Its largest disclosed positions are CDNA (9.9%), AMRC (8.3%) and EPD (7.9%). The top 20 holdings account for 95.72% of reported assets. Its disclosed equity book has returned +42.53% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gagnon Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599466). View Gagnon Advisors, LLC’s 13F filings on SEC