Gagnon Advisors, LLC 13F 持仓 · 2026年Q2
Gagnon Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 22 只证券，申报市值合计 1.57 亿美元。前几大持仓：CDNA（9.91%）、AMRC（8.30%）、EPD（7.94%）。本季前 25 大持仓中：新建仓 4 只、增持 5 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CDNA | CAREDX INC | $15.6M | 9.91% | 546,893 | 增持 |
| 2 | AMRC | AMERESCO INC | $13.0M | 8.30% | 472,798 | 持平 |
| 3 | EPD | ENTERPRISE PRODS PARTNERS L P | $12.5M | 7.94% | 339,877 | 持平 |
| 4 | WGS | GENEDX HOLDINGS CORP | $12.2M | 7.76% | 177,870 | 增持 |
| 5 | EQIX | EQUINIX INC | $11.2M | 7.10% | 10,715 | 持平 |
| 6 | HNGE | HINGE HEALTH INC | $9.4M | 5.98% | 113,304 | 增持 |
| 7 | PCRX | PACIRA BIOSCIENCES INC | $8.9M | 5.69% | 352,637 | 持平 |
| 8 | FRSH | FRESHWORKS INC | $7.9M | 5.00% | 776,212 | 持平 |
| 9 | BLFS | BIOLIFE SOLUTIONS INC | $7.7M | 4.92% | 274,217 | 持平 |
| 10 | FIVN | FIVE9 INC | $7.2M | 4.56% | 336,277 | 持平 |
| 11 | PROF | PROFOUND MED CORP | $6.4M | 4.07% | 962,186 | 持平 |
| 12 | NAVIGATOR HLDGS LTD | $6.1M | 3.89% | 328,488 | 新建仓 | |
| 13 | TMCI | TREACE MED CONCEPTS INC | $6.1M | 3.88% | 1.5M | 新建仓 |
| 14 | OSUR | OraSure Technologies Inc | $5.4M | 3.42% | 1.2M | 持平 |
| 15 | AMPL | AMPLITUDE INC | $4.9M | 3.09% | 634,987 | 持平 |
| 16 | DV | DOUBLEVERIFY HLDGS INC | $4.7M | 3.02% | 438,039 | 持平 |
| 17 | QDEL | QUIDELORTHO CORP | $4.2M | 2.69% | 241,097 | 新建仓 |
| 18 | VERX | VERTEX INC | $4.2M | 2.64% | 361,621 | 增持 |
| 19 | BL | BLACKLINE INC | $3.7M | 2.32% | 130,050 | 持平 |
| 20 | HZO | MarineMax Inc | $3.6M | 2.26% | 97,242 | 持平 |
| 21 | KLTR | KALTURA INC | $1.8M | 1.17% | 1.4M | 持平 |
| 22 | BYND | BEYOND MEAT INC | $291,660 | 0.19% | 388,880 | 新建仓 |
| 23 | CNF | CNFINANCE HLDGS LTD | $299,207 | 0.19% | 108,017 | 增持 |
| 24 | AOSL | ALPHA & OMEGA SEMICONDUCTOR LT | $0 | 0.00% | 0 | 清仓 |
| 25 | NVGS | NAVIGATOR HLDGS LTD | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR