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GA

Gagnon Advisors Portfolio holdings

AUM $136M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
+6.08%
1 Year Est. Return
+21.55%
3 Year Est. Return
+78.18%
5 Year Est. Return
+93.01%
10 Year Est. Return
+1,298.31%
AUM
$173M
AUM Growth
Cap. Flow
+$166M
Cap. Flow %
96.16%
Top 10 Hldgs %
55.94%
Holding
28
New
28
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 30.85%
2 Technology 15.93%
3 Healthcare 11.39%
4 Consumer Discretionary 5.96%
5 Communication Services 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVDQ
1
DELISTED
Novadaq Technologies Inc.
NVDQ
$13.9M 8.03%
+841,718
New +$14M
GFN
2
DELISTED
General Finance Corporation
GFN
$12.1M 7.02%
+2,012,989
New +$12M
ATHN
3
DELISTED
Athenahealth, Inc.
ATHN
$9.39M 5.43%
+69,824
New +$8.97M
AL
4
DELISTED
Air Lease Corp
AL
$9.19M 5.32%
+295,733
New +$9.02M
RHT
5
DELISTED
Red Hat Inc
RHT
$9.14M 5.29%
+163,079
New +$7.55M
EQIX icon
6
Equinix
EQIX
$103B
$8.79M 5.08%
+49,524
New +$8.23M
AMRC icon
7
Ameresco
AMRC
$1.09B
$8.16M 4.72%
+845,211
New +$8.1M
CTCT
8
DELISTED
CONSTANT CONTACT, INC COM
CTCT
$8.06M 4.66%
+259,356
New +$6.83M
PSIX
9
Power Solutions International
PSIX
$641M
$7.59M 4.39%
+101,079
New +$6.63M
TNGO
10
DELISTED
Tangoe, Inc.
TNGO
$6.87M 3.97%
+381,426
New +$7.24M
EOPN
11
DELISTED
E2OPEN INC COM STK (DE)
EOPN
$6.64M 3.84%
+277,663
New +$6.21M
RALY
12
DELISTED
RALLY SOFTWARE DEV CORP
RALY
$6.18M 3.57%
+317,578
New +$7.75M
AOSL icon
13
Alpha and Omega Semiconductor
AOSL
$931M
$6M 3.47%
+778,354
New +$5.98M
RTEC
14
DELISTED
Rudolph Technologies Inc
RTEC
$5.57M 3.22%
+474,288
New +$5.17M
CBK
15
DELISTED
Christopher & Banks Corporation
CBK
$5.16M 2.98%
+603,710
New +$4.06M
KMX icon
16
CarMax
KMX
$8.33B
$5.14M 2.98%
+109,360
New +$5.36M
MKTO
17
DELISTED
MARKETO INC COM STK (DE)
MKTO
$4.39M 2.54%
+118,542
New +$3.91M
GLBR
18
DELISTED
Global Brokerage, Inc. Class A Common Stock
GLBR
$4.36M 2.52%
+24,451
New +$4.11M
N
19
DELISTED
Netsuite Inc
N
$4.27M 2.47%
+41,416
New +$4.15M
GASS icon
20
StealthGas
GASS
$329M
$3.57M 2.06%
+350,000
New +$3.99M
SRGA
21
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
$3.38M 1.95%
+31,811
New +$3.09M
NSSC icon
22
Napco Security Technologies
NSSC
$1.3B
$3.27M 1.89%
+1,041,020
New +$3.05M
ACTA
23
DELISTED
Actua Corp
ACTA
$2.88M 1.66%
+154,352
New +$2.6M
CVLT icon
24
Commault Systems
CVLT
$4.82B
$2.65M 1.53%
+35,337
New +$2.77M
DRRX
25
DELISTED
DURECT Corp
DRRX
$2.42M 1.4%
+139,878
New +$2.11M

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Gagnon Advisors's Q4 2013 Portfolio in Review

Q4 2013 is the first quarter with a 13F filing on record for Gagnon Advisors, which disclosed 28 positions worth $173M. Its ten largest holdings account for 56% of the portfolio.

Its largest position is Novadaq Technologies Inc.: 841,718 shares worth $13.9M.

By sector, the portfolio is most concentrated in Industrials at 31% of assets, followed by Technology and Healthcare.

  • Gagnon Advisors's largest Q4 2013 buy was Novadaq Technologies Inc.: 841,718 shares worth $13.9M.
  • Gagnon Advisors's ten largest holdings make up 56% of its $173M portfolio in Q4 2013.
  • Gagnon Advisors disclosed 28 positions in Q4 2013, its first 13F filing on record.

Based on Gagnon Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.