Gagnon Advisors, LLC Portfolio Holdings by Sector

Gagnon Advisors, LLC

$113 Million
Q1 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology BL FRSH VERX ETWO DV 5 stocks	$21,857 19.29% of portfolio	2	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD NVGS 2 stocks	$17,700 15.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology FIVN SCWX ZUO KLTR 4 stocks	$17,561 15.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AL 1 stocks	$10,106 8.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare CDNA LAB 2 stocks	$8,284 7.31% of portfolio	2	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare PROF 1 stocks	$6,373 5.62% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX 1 stocks	$5,447 4.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BLFS 1 stocks	$5,086 4.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials AMRC 1 stocks	$4,664 4.12% of portfolio	-	-	-	-	0 Calls 0 Puts

Semiconductors \| Technology AOSL 1 stocks	$4,173 3.68% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare PCRX 1 stocks	$3,897 3.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CPG 1 stocks	$3,287 2.9% of portfolio	1	-	1	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services CNF 1 stocks	$1,624 1.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PSIX 1 stocks	$1,606 1.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology IONQ 1 stocks	$1,582 1.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Lumber & Wood Production \| Basic Materials EVA 1 stocks	$65 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gagnon Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gagnon Advisors, LLC with notifications on news.