Loading…
CIK 0001599466 • 6 13F filings • May 12, 2025 – Aug 5, 2026
Import this data to Google Sheets with:
=jivedata("gagnon-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIR LEASE CORP | CL A | $12.6M | 8.0%Prev: 7.7% | 196,479 SH | Increased |
| ALPHA & OMEGA SEMICONDUCTOR LT | SHS | $2.4M | 1.5%Prev: 2.1% | 120,196 SH | Decreased |
| AMERESCO INC | CLA | $13.8M | 8.8%Prev: 9.8% | 472,798 SH | Decreased |
| AMPLITUDE INC | COM CL A | $5.3M | 3.4%Prev: 2.3% | 457,212 SH | Increased+104,221 SH |
| BIOLIFE SOLUTIONS INC | COM NEW | $6.6M | 4.2%Prev: 4.3% | 274,217 SH | Decreased |
| BLACKLINE INC | COM | $7.2M | 4.6%Prev: 4.3% | 130,050 SH | Increased |
| CAREDX INC | COM | $10.0M | 6.4%Prev: 4.8% | 532,892 SH | Increased+3,478 SH |
| CNFINANCE HLDGS LTD | SPON ADS | $486K | 0.3%Prev: 0.2% | 80,359 SH | Increased |
| DOUBLEVERIFY HLDGS INC | COM | $5.0M | 3.2%Prev: 4.6% | 438,039 SH | Decreased-187,731 SH |
| ENTERPRISE PRODS PARTNERS L P | COM | $10.9M | 6.9%Prev: 6.6% | 339,877 SH | Increased |
| EQUINIX INC | COM | $8.2M | 5.2%Prev: 5.2% | 10,715 SH | Decreased |
| FIVE9 INC | COM | $6.7M | 4.3%Prev: 2.5% | 336,277 SH | Increased+168,891 SH |
| FRESHWORKS INC | CLASS A COM | $6.9M | 4.4%Prev: 8.2% | 564,879 SH | Decreased-564,879 SH |
| GENEDX HOLDINGS CORP | COM CL A | $16.5M | 10.5%Prev: 8.5% | 127,062 SH | Increased |
| KALTURA INC | COM | $2.3M | 1.5%Prev: 1.3% | 1,413,010 SH | Increased |
| MarineMax Inc | COM | $4.7M | 3.0%Prev: 2.4% | 194,484 SH | Increased+42,639 SH |
| NAVIGATOR HLDGS LTD | SHS | $9.0M | 5.7%Prev: 4.9% | 517,066 SH | Increased |
| NVIDIA CORPORATION | COM | $3.1M | 2.0%Prev: 1.9% | 16,555 SH | Decreased |
| OraSure Technologies Inc | COM | $2.9M | 1.9%Prev: 2.4% | 1,207,440 SH | Decreased |
| PACIRA BIOSCIENCES INC | COM | $6.8M | 4.3%Prev: 3.4% | 260,908 SH | Increased+47,506 SH |
| PROFOUND MED CORP | COM NEW | $7.6M | 4.8%Prev: 2.7% | 962,186 SH | Increased+65,515 SH |
| TREACE MED CONCEPTS INC | COM | $3.8M | 2.4%Prev: 4.0% | 1,534,034 SH | Decreased+565,570 SH |
| VERTEX INC | CL A | $4.6M | 2.9%Prev: 3.6% | 232,479 SH | Decreased |
| 13F-HR |
| 0001019056-26-000122 |
| $157.3M |
| View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001019056-25-000194 | $148.8M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001019056-26-000079 | $135.9M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001019056-25-000175 | $141.8M | View |