TCM
Timpani Capital Management Portfolio holdings
AUM
$209M
1-Year Est. Return
62.15%
1 Year Est. Return
+62.15%
AUM
$209M
AUM Growth
+$30.9M
(+17%)
Holding
119
Top Buys
| 1 | +$4.57M | |
| 2 | +$4.09M | |
| 3 | +$3.98M | |
| 4 |
Zscaler
ZS
|
+$3.03M |
| 5 |
Glaukos
GKOS
|
+$2.93M |
Top Sells
| 1 | +$6.69M | |
| 2 | +$3.68M | |
| 3 | +$3.44M | |
| 4 |
Varonis Systems
VRNS
|
+$2.95M |
| 5 |
Inogen
INGN
|
+$2.68M |
Sector Composition
| 1 | Technology | 31.48% |
| 2 | Healthcare | 24.62% |
| 3 | Industrials | 12.2% |
| 4 | Consumer Staples | 10.9% |
| 5 | Consumer Discretionary | 8.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Chegg
CHGG
$138M
| $6.5M | 3.11% |
170,466
-5,190
|
|
||
2
Ingevity
NGVT
$1.98B
| $6.23M | 2.98% |
58,991
-6,504
|
|
||
3
Tandem Diabetes Care
TNDM
$999M
| $5.46M | 2.61% |
85,946
+28,527
|
|
||
4
FIVE9
FIVN
$1.67B
| $5.44M | 2.6% |
103,011
-16,116
|
|
||
5
Merit Medical Systems
MMSI
$4.85B
| $5.41M | 2.59% |
87,508
-22,236
|
|
||
6
Planet Fitness
PLNT
$7.91B
| $5.21M | 2.49% |
75,851
+3,600
|
|
||
|
RP
7
DELISTED
RealPage, Inc.
RP
| $4.69M | 2.24% |
77,204
+14,187
|
|
||
|
TWOU
8
DELISTED
2U Inc
TWOU
| $4.61M | 2.2% |
2,168
+525
|
|
||
9
Strategic Education
STRA
$1.92B
| $4.61M | 2.2% |
35,086
-3,886
|
|
||
|
ARRY
10
DELISTED
Array Biopharma Inc
ARRY
| $4.57M | 2.18% |
+187,268
|
|
||
11
RingCentral
RNG
$2.42B
| $4.37M | 2.09% |
40,553
-17,313
|
|
||
12
CareDx
CDNA
$767M
| $4.29M | 2.05% |
136,167
+13,470
|
|
||
|
LHCG
13
DELISTED
LHC Group LLC
LHCG
| $4.28M | 2.04% |
38,569
-14,300
|
|
||
14
Vericel Corp
VCEL
$1.78B
| $4.17M | 1.99% |
238,013
-7,349
|
|
||
15
LendingTree
TREE
$778M
| $4.09M | 1.95% |
+11,625
|
|
||
16
SoundThinking
SSTI
$141M
| $4.08M | 1.95% |
105,746
+7,583
|
|
||
17
Workiva
WK
$4.92B
| $3.98M | 1.9% |
+78,395
|
|
||
18
Mercury Systems
MRCY
$4.53B
| $3.61M | 1.72% |
56,279
-1,718
|
|
||
19
HEICO Corp
HEI
$42.7B
| $3.6M | 1.72% |
37,917
-1,224
|
|
||
20
WNS Holdings
WNS
| $3.5M | 1.67% |
65,684
-12,089
|
|
||
21
Grand Canyon Education
LOPE
$5.94B
| $3.2M | 1.53% |
27,954
-1,964
|
|
||
|
TPIC
22
DELISTED
TPI Composites
TPIC
| $3.07M | 1.47% |
107,366
+19,499
|
|
||
|
23
Zscaler
ZS
$47.5B
| $3.03M | 1.45% |
+42,726
|
|
||
24
BJs Wholesale Club
BJ
$12.4B
| $2.98M | 1.43% |
108,889
-5,036
|
|
||
|
25
Glaukos
GKOS
$5B
| $2.93M | 1.4% |
+37,394
|
|