Gagnon Advisors, LLC Portfolio Holdings

Gagnon Advisors, LLC

  • $148 Million
  • Q3 2025

Gagnon Advisors, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $148 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ameresco, Inc. with a value of $15.9M, Freshworks Inc. with a value of $13.3M, Air Lease Corp with a value of $12.5M, Enterprise Products Partners L.P. with a value of $10.6M, and Equinix Inc with a value of $8.39M.

Examining the 13F form we can see an increase of $10.9M in the current position value, from $137M to 148M.

Below you can find more details about Gagnon Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Million
Technology: $49.8 Million
Healthcare: $35 Million
Industrials: $32.3 Million
Energy: $18.6 Million
Real Estate: $8.39 Million
Consumer Cyclical: $3.85 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $148 Million
  • Prior Value $137 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Gagnon Advisors, LLC Portfolio

Follow Gagnon Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email