SEC 13F Intelligence

Gagnon Advisors, LLC / TMCI

Gagnon Advisors, LLC’s Treace Med Concepts Inc Position

Does Gagnon Advisors, LLC own Treace Med Concepts Inc (TMCI)? Not currently — the last reported position was 1.53M shares worth $4M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q4 2025
Shares
1.53M
% of Portfolio
+2.39%
Quarters Held
6
position exited

Position History TMCI

Reported value by quarter
Q3 ’24: $3MQ3 ’24Q4 ’24: $4MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $4MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20251.53M$4M+2.39%
Q3 2025968.5K$6M+4.01%
Q2 2025830.3K$5M+3.28%
Q1 2025489.9K$4M+2.90%
Q4 2024489.9K$4M+2.33%
Q3 2024489.9K$3M+1.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gagnon Advisors, LLC’s full portfolio or all institutional holders of TMCI.