Gagnon Advisors, LLC - Portfolio Stock Holdings

Gagnon Advisors, LLC disclosed 25 stock positions in a recent SEC 13F filing. $182,058,866 of stock holdings were filed, with the largest holdings including CDNA, EPD, and WGS. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $187,307,870 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.