Gagnon Advisors, LLC - Portfolio Stock Holdings

Gagnon Advisors, LLC disclosed 25 stock positions in a recent SEC 13F filing. $135,962,159 of stock holdings were filed, with the largest holdings including EPD, AMRC, and EQIX. This filing represented positions held on March 31, 2026, and was filed on April 21, 2026.

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.