Long-term investor

Gagnon Advisors, LLC @gagnonadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001599466).

Record

  • Tracked since 2025-06-30 (448 days), 56 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -4.7% · all -4.7%
  • Max drawdown n/a · win rate 40% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • CDNA · 9.9% · long · since 2025-06-30
  • AMRC · 8.3% · long · since 2025-06-30
  • EPD · 7.9% · long · since 2025-06-30
  • WGS · 7.8% · long · since 2025-06-30
  • EQIX · 7.1% · long · since 2025-06-30
  • HNGE · 6.0% · long · since 2026-03-31
  • PCRX · 5.7% · long · since 2025-06-30
  • FRSH · 5.0% · long · since 2025-06-30
  • BLFS · 4.9% · long · since 2025-06-30
  • FIVN · 4.6% · long · since 2025-06-30
  • 74319B502 · 4.1% · long · since 2025-06-30
  • 000000000 · 3.9% · long · since 2026-06-30

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