Gagnon Advisors, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$157.5B
Holdings
23
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WGSGENEDX HOLDINGS CORP | 127,062 | $16.5B | 10.49% | |
| 2 | AMRCAMERESCO INC | 472,798 | $13.8B | 8.79% | |
| 3 | ALAIR LEASE CORP | 196,479 | $12.6B | 8.01% | |
| 4 | EPDENTERPRISE PRODS PARTNERS L P | 339,877 | $10.9B | 6.92% | |
| 5 | CDNACAREDX INC | 532,892 | $10.0B | 6.37% | |
| 6 | NVGSNAVIGATOR HLDGS LTD | 517,066 | $9.0B | 5.69% | |
| 7 | EQIXEQUINIX INC | 10,715 | $8.2B | 5.21% | |
| 8 | PRNPROFOUND MED CORP | 962,186 | $7.6B | 4.81% | |
| 9 | BLBLACKLINE INC | 130,050 | $7.2B | 4.56% | |
| 10 | FRSHFRESHWORKS INC | 564,879 | $6.9B | 4.39% | |
| 11 | PCRXPACIRA BIOSCIENCES INC | 260,908 | $6.8B | 4.29% | |
| 12 | FIVNFIVE9 INC | 336,277 | $6.7B | 4.28% | |
| 13 | BLFSBIOLIFE SOLUTIONS INC | 274,217 | $6.6B | 4.21% | |
| 14 | AMPLAMPLITUDE INC | 457,212 | $5.3B | 3.36% | |
| 15 | DVDOUBLEVERIFY HLDGS INC | 438,039 | $5.0B | 3.18% | |
| 16 | HZOMarineMax Inc | 194,484 | $4.7B | 2.99% | |
| 17 | VERXVERTEX INC | 232,479 | $4.6B | 2.95% | |
| 18 | TMCITREACE MED CONCEPTS INC | 1,534,034 | $3.8B | 2.39% | |
| 19 | NVDANVIDIA CORPORATION | 16,555 | $3.1B | 1.96% | |
| 20 | EP3OraSure Technologies Inc | 1,207,440 | $2.9B | 1.86% | |
| 21 | AOSLALPHA & OMEGA SEMICONDUCTOR LT | 120,196 | $2.4B | 1.51% | |
| 22 | KLTRKALTURA INC | 1,413,010 | $2.3B | 1.47% | |
| 23 | CNFCNFINANCE HLDGS LTD | 80,359 | $486.0M | 0.31% |