Gagnon Advisors, LLC
New York NY · SEC CIK 0001599466
$1.57亿2026Q2 申报市值
23持仓数
67.2%前十大占比 · 第一大 9.9%
3 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NAVIGATOR HLDGS 新建仓+$611.97万
QDEL 新建仓+$422.28万
HNGE 加仓+$269.89万
WGS 加仓+$203.51万
VERX 加仓+$74.13万
2026Q2 卖出最多 按季末市值估算
NVGS 清仓-$1,043.59万
SGOV 清仓-$962.52万
AOSL 清仓-$266.35万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CDNA | CAREDX INC | $1,558.65万 | 9.91% | 546,893 | 14,001 | 2.6% | $39.90万 | 加仓 |
| AMRC | AMERESCO INC | $1,304.92万 | 8.30% | 472,798 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $1,249.39万 | 7.94% | 339,877 | 0 | 0.0% | — | 不变 |
| WGS | GENEDX HOLDINGS CORP | $1,221.08万 | 7.76% | 177,870 | 29,645 | 20.0% | $203.51万 | 加仓 |
| EQIX | EQUINIX INC | $1,116.92万 | 7.10% | 10,715 | 0 | 0.0% | — | 不变 |
| HNGE | HINGE HEALTH INC | $940.42万 | 5.98% | 113,304 | 32,517 | 40.3% | $269.89万 | 加仓 |
| PCRX | PACIRA BIOSCIENCES INC | $894.64万 | 5.69% | 352,637 | 0 | 0.0% | — | 不变 |
| FRSH | FRESHWORKS INC | $785.53万 | 5.00% | 776,212 | 0 | 0.0% | — | 不变 |
| — | BIOLIFE SOLUTIONS INC | $774.39万 | 4.92% | 274,217 | 0 | 0.0% | — | 不变 |
| FIVN | FIVE9 INC | $716.94万 | 4.56% | 336,277 | 0 | 0.0% | — | 不变 |
| — | PROFOUND MED CORP | $639.85万 | 4.07% | 962,186 | 0 | 0.0% | — | 不变 |
| — | NAVIGATOR HLDGS LTD | $611.97万 | 3.89% | 328,488 | 328,488 | — | $611.97万 | 新建仓 |
| — | TREACE MED CONCEPTS INC | $610.55万 | 3.88% | 1,534,034 | 0 | 0.0% | — | 重新持有 |
| OSUR | OraSure Technologies Inc | $538.52万 | 3.42% | 1,207,440 | 0 | 0.0% | — | 不变 |
| AMPL | AMPLITUDE INC | $485.77万 | 3.09% | 634,987 | 0 | 0.0% | — | 不变 |
| DV | DOUBLEVERIFY HLDGS INC | $474.83万 | 3.02% | 438,039 | 0 | 0.0% | — | 不变 |
| QDEL | QUIDELORTHO CORP | $422.28万 | 2.69% | 241,097 | 241,097 | — | $422.28万 | 新建仓 |
| VERX | VERTEX INC | $415.14万 | 2.64% | 361,621 | 64,571 | 21.7% | $74.13万 | 加仓 |
| BL | BLACKLINE INC | $365.05万 | 2.32% | 130,050 | 0 | 0.0% | — | 不变 |
| HZO | MarineMax Inc | $356.10万 | 2.26% | 97,242 | 0 | 0.0% | — | 不变 |
| — | KALTURA INC | $183.69万 | 1.17% | 1,413,010 | 0 | 0.0% | — | 不变 |
| — | CNFINANCE HLDGS LTD | $29.92万 | 0.19% | 108,017 | 27,658 | 34.4% | $7.66万 | 加仓 |
| — | BEYOND MEAT INC | $29.17万 | 0.19% | 388,880 | 388,880 | — | $29.17万 | 新建仓 |
| NVGS | NAVIGATOR HLDGS LTD | $0 | 0.00% | 0 | -539,881 | -100.0% | -$1,043.59万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -95,621 | -100.0% | -$962.52万 | 清仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR LT | $0 | 0.00% | 0 | -120,196 | -100.0% | -$266.35万 | 清仓 |