Gagnon Advisors, LLC
New York NY · SEC CIK 0001599466
$1.36亿2026Q1 申报市值
22持仓数
69.7%前十大占比 · 第一大 9.5%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SGOV 新建仓+$962.52万
HNGE 新建仓+$311.51万
PCRX 加仓+$207.31万
FRSH 加仓+$169.70万
WGS 加仓+$135.91万
2026Q1 卖出最多 按季末市值估算
AIR LEASE CORP 清仓-$1,261.98万
NVDA 清仓-$308.75万
HZO 减仓-$263.14万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EPD | ENTERPRISE PRODS PARTNERS L P | $1,286.09万 | 9.46% | 339,877 | 0 | 0.0% | — | 不变 |
| AMRC | AMERESCO INC | $1,205.63万 | 8.87% | 472,798 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $1,050.33万 | 7.73% | 10,715 | 0 | 0.0% | — | 不变 |
| NVGS | NAVIGATOR HLDGS LTD | $1,043.59万 | 7.68% | 539,881 | 22,815 | 4.4% | $44.10万 | 加仓 |
| SGOV | ISHARES TR | $962.52万 | 7.08% | 95,621 | 95,621 | — | $962.52万 | 新建仓 |
| WGS | GENEDX HOLDINGS CORP | $951.90万 | 7.00% | 148,225 | 21,163 | 16.7% | $135.91万 | 加仓 |
| CDNA | CAREDX INC | $925.10万 | 6.81% | 532,892 | 0 | 0.0% | — | 不变 |
| PCRX | PACIRA BIOSCIENCES INC | $796.96万 | 5.86% | 352,637 | 91,729 | 35.2% | $207.31万 | 加仓 |
| — | PROFOUND MED CORP | $623.50万 | 4.59% | 962,186 | 0 | 0.0% | — | 不变 |
| FRSH | FRESHWORKS INC | $623.30万 | 4.59% | 776,212 | 211,333 | 37.4% | $169.70万 | 加仓 |
| — | BIOLIFE SOLUTIONS INC | $523.21万 | 3.85% | 274,217 | 0 | 0.0% | — | 不变 |
| FIVN | FIVE9 INC | $510.13万 | 3.75% | 336,277 | 0 | 0.0% | — | 不变 |
| BL | BLACKLINE INC | $481.19万 | 3.54% | 130,050 | 0 | 0.0% | — | 不变 |
| AMPL | AMPLITUDE INC | $433.06万 | 3.19% | 634,987 | 177,775 | 38.9% | $121.24万 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $416.14万 | 3.06% | 438,039 | 0 | 0.0% | — | 不变 |
| OSUR | OraSure Technologies Inc | $362.23万 | 2.66% | 1,207,440 | 0 | 0.0% | — | 不变 |
| VERX | VERTEX INC | $353.19万 | 2.60% | 297,050 | 64,571 | 27.8% | $76.77万 | 加仓 |
| HNGE | HINGE HEALTH INC | $311.51万 | 2.29% | 80,787 | 80,787 | — | $311.51万 | 新建仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR LT | $266.35万 | 1.96% | 120,196 | 0 | 0.0% | — | 不变 |
| HZO | MarineMax Inc | $263.14万 | 1.94% | 97,242 | -97,242 | -50.0% | -$263.14万 | 减仓 |
| — | KALTURA INC | $172.39万 | 1.27% | 1,413,010 | 0 | 0.0% | — | 不变 |
| — | CNFINANCE HLDGS LTD | $31.42万 | 0.23% | 80,359 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -196,479 | -100.0% | -$1,261.98万 | 清仓 |
| — | TREACE MED CONCEPTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -16,555 | -100.0% | -$308.75万 | 清仓 |