Arkolith/Funds/Gagnon Advisors, LLC

Gagnon Advisors, LLC

CIK 1599466
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

Gagnon Advisors, LLC holds a focused book of 23 stocks worth $157.3M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Navigator Hldgs Ltd. Their largest long position is Caredx Inc at 10% of the equity book.

Opened
4
bought for the first time
Added to
5
already held, bought more
Trimmed
0
sold some, still holds it
no trims

Concentration

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
67%
Top 20 holdings
98%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

96% mapped to company sectors

Health Care
42%
Information Technology
28%
Industrials
8%
Utilities
8%
Real Estate
7%
ETF / fund or unclassified
4%
Consumer Discretionary
2%
Consumer Staples
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Gagnon Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY25 / 23$2.9B
UBS Group AG25 / 23$1.7B
OSAIC HOLDINGS, INC.25 / 23$337.2M
BlackRock, Inc.24 / 23$13.1B
JPMORGAN CHASE & CO24 / 23$2.5B
GOLDMAN SACHS GROUP INC24 / 23$2.0B
ROYAL BANK OF CANADA24 / 23$835.3M
WELLS FARGO & COMPANY/MN24 / 23$578.1M

Ranked by how many of Gagnon Advisors, LLC's top 23 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

23 positions
#SecurityValueShares% PortLast moveHistory
1Caredx Inc
COM
$15.6M546.9K
9.9%
+2.6%
Added · +14K sh
2Ameresco Inc
CLA
$13.0M472.8K
8.3%
Held
3Enterprise Prods Partners L P
COM
$12.5M339.9K
7.9%
Held
4Genedx Holdings Corp
COM CL A
$12.2M177.9K
7.8%
+20%
Added · +30K sh
5Equinix Inc
COM
$11.2M10.7K
7.1%
Held
6Hinge Health Inc
CL A
$9.4M113.3K
6.0%
+40%
Added · +33K sh
7Pacira Biosciences Inc
COM NEW
$8.9M352.6K
5.7%
Held
8Freshworks Inc
CLASS A COM
$7.9M776.2K
5.0%
Held
9Biolife Solutions Inc
COM NEW
$7.7M274.2K
4.9%
Held
10Five9 Inc
COM
$7.2M336.3K
4.6%
Held
11Profound Med Corp
COM NEW
$6.4M962.2K
4.1%
Held
12Navigator Hldgs Ltd
SHS
$6.1M328.5K
3.9%
New
New position
13Treace Med Concepts Inc
COM
$6.1M1.53M
3.9%
New
New position
14OraSure Technologies Inc
COM
$5.4M1.21M
3.4%
Held
15Amplitude Inc
COM CL A
$4.9M635.0K
3.1%
Held
16Doubleverify Hldgs Inc
COM
$4.7M438.0K
3.0%
Held
17Quidelortho Corp
COM
$4.2M241.1K
2.7%
New
New position
18Vertex Inc
CL A
$4.2M361.6K
2.6%
+22%
Added · +65K sh
19Blackline Inc
COM
$3.7M130.1K
2.3%
Held
20MarineMax Inc
COM
$3.6M97.2K
2.3%
Held
21Kaltura Inc
COM
$1.8M1.41M
1.2%
Held
22Cnfinance Hldgs Ltd
SPON ADS
$299K108.0K
0.2%
+34%
Added · +28K sh
23Beyond Meat Inc
COM
$292K388.9K
0.2%
New
New position
Showing all 23 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 202623$157.3M13F-HR
Q1 2026Mar 31, 2026Apr 22, 202622$135.9M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202623$157.5M13F-HR
Q3 2025Sep 30, 2025Nov 3, 202524$162.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.