GA

Gagnon Advisors, LLC

13F
Gagnon Advisors, LLC
Last update 2024-08-14 27 Stocks (1 new)
Value $131.00 Mil Turnover 7 %
Countries:
Top Holdings: EPD(7.50%)CDNA(7.22%)AL(7.11%)NVGS(6.87%)AOSL(5.39%)
Portfolio Report
Summary Stock Picks Current Portfolio
Gagnon Advisors, LLC Top Holdings of 2024-06-30 View Full List
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
9849.640
0%
7.500
0%
0.020
+7.01%
+19.60%
63589.835
Oil & Gas
CDNA 		CareDx Inc
610,336
9478.520
0%
7.220
0%
1.160
-3.33%
+90.83%
1207.747
Medical Diagnostics & Research
AL 		Air Lease Corp
196,479
9338.650
0%
7.110
0%
0.180
+11.26%
+9.02%
5023.096
Business Services
NVGS 		Navigator Holdings Ltd
517,066
9027.970
+1.97%
6.870
+0.13%
0.740
+2.98%
+9.31%
1096.822
Oil & Gas
AOSL 		Alpha & Omega Semiconductor Ltd
189,357
7076.270
0%
5.390
0%
0.650
-21.86%
+2.72%
776.974
Semiconductors
WGS 		GeneDx Holdings Corp
255,059
6667.240
+20.66%
5.080
+0.87%
0.950
+165.60%
+2,622.18%
2056.511
Healthcare Providers & Services
PROF 		Profound Medical Corp
747,226
6269.230
0%
4.770
0%
3.050
-15.89%
-5.89%
193.553
Medical Devices & Instruments
BLFS 		BioLife Solutions Inc
274,217
5876.470
0%
4.470
0%
0.590
+17.34%
+59.51%
1195.901
Medical Devices & Instruments
AMRC 		Ameresco Inc
193,325
5569.690
0%
4.240
0%
0.370
+31.84%
+11.78%
1855.049
Construction
FIVN 		Five9 Inc
125,540
5536.310
+20.32%
4.220
+0.71%
0.170
-23.60%
-61.00%
2293.648
Software

Gagnon Advisors, LLC's Historical Top Holdings Breakdowns

Gagnon Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EXAS 		Exact Sciences Corp2024-06-30New Buy
+3.38%
●
41.33 ($55.02) 74.26
$71.51
29.97%
New holding
105,130
105,130
DV 		DoubleVerify Holdings Inc2024-06-30Add
+1.01%
●
17.59 ($24.16) 34.07
$18.37
-23.97%
Add 100%
135,410
67,705
WGS 		GeneDx Holdings Corp2024-06-30Add
+0.87%
●
9.03 ($18.95) 28.78
$74.86
295.04%
Add 20.66%
255,059
43,666
FIVN 		Five9 Inc2024-06-30Add
+0.71%
●
39.54 ($51.96) 61.93
$30.69
-40.94%
Add 20.32%
125,540
21,203
VRN 		Veren Inc2024-06-30Add
+0.43%
●
7.44 ($8.42) 9.23
$5.30
-37.05%
Add 18.09%
473,945
72,592
FRSH 		Freshworks Inc2024-06-30Add
+0.30%
●
12.1 ($14.96) 18.76
$12.44
-16.84%
Add 10%
340,951
30,996
PSIX 		Power Solutions International Inc2024-06-30Add
+0.27%
●
2.1 ($3.73) 6.7
$22.50
503.22%
Add 8.05%
757,744
56,433
NVGS 		Navigator Holdings Ltd2024-06-30Add
+0.13%
●
14.83 ($16.12) 17.82
$15.76
-2.23%
Add 1.97%
517,066
10,000
VRN 		Crescent Point Energy Corp2024-03-31New Buy
+2.85%
●
6.13 ($7.01) 8.19
$5.30
-24.39%
New holding
401,353
401,353
AL 		Air Lease Corp2024-03-31Reduce
-2.46%
●
39.42 ($42.76) 51.44
$45.10
5.47%
Reduce -25.49%
196,479
-67,221

Gagnon Advisors, LLC Total Holding History ($B)

To

Gagnon Advisors, LLC's Asset Allocation

To

Gagnon Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Gagnon Advisors, LLC's Hypothetical Growth since 2024-06-30

Gagnon Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Gagnon Advisors, LLC's Holdings Heat Map

Size field:

Gagnon Advisors, LLC's Holdings Bubble Chart

Gagnon Advisors, LLC News

  • 1

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