Gagnon Advisors, LLC Portfolio Holdings by Sector
Gagnon Advisors, LLC
- $121 Million
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
BL FRSH VERX ETWO DV 5 stocks |
$19,657
16.25% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD NVGS 2 stocks |
$18,876
15.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
FIVN SCWX ZUO KLTR 4 stocks |
$17,088
14.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
CDNA EXAS LAB 3 stocks |
$15,108
12.49% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
AL 1 stocks |
$9,338
7.72% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AOSL 1 stocks |
$7,076
5.85% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
PROF 1 stocks |
$6,269
5.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BLFS 1 stocks |
$5,876
4.86% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
AMRC 1 stocks |
$5,569
4.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX 1 stocks |
$4,993
4.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PSIX 1 stocks |
$4,826
3.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
PCRX 1 stocks |
$3,816
3.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
CNF 1 stocks |
$1,271
1.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
IONQ 1 stocks |
$1,113
0.92% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
EVA 1 stocks |
$64
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|