Gagnon Advisors, LLC — 13F holdings

Gagnon Advisors, LLC reported 23 holdings worth $157M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. CDNA CAREDX INC — $15.6M (9.9%)
2. AMRC AMERESCO INC — $13.0M (8.3%)
3. EPD ENTERPRISE PRODS PARTNERS L — $12.5M (7.9%)
4. WGS GENEDX HOLDINGS CORP — $12.2M (7.8%)
5. EQIX EQUINIX INC — $11.2M (7.1%)
6. HNGE HINGE HEALTH INC — $9.40M (6.0%)
7. PCRX PACIRA BIOSCIENCES INC — $8.95M (5.7%)
8. FRSH FRESHWORKS INC — $7.86M (5.0%)
9. BLFS BIOLIFE SOLUTIONS INC — $7.74M (4.9%)
10. FIVN FIVE9 INC — $7.17M (4.6%)