TCM

Timpani Capital Management Portfolio holdings

AUM $209M
1-Year Est. Return 62.15%
This Quarter Est. Return
1 Year Est. Return
+62.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$4.09M
3
+$3.98M
4
ZS icon
Zscaler
ZS
+$3.03M
5
GKOS icon
Glaukos
GKOS
+$2.93M

Top Sells

1
+$6.69M
2
+$3.68M
3
+$3.44M
4
VRNS icon
Varonis Systems
VRNS
+$2.95M
5
INGN icon
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
EEFT icon
26
Euronet Worldwide
EEFT
$3.15B
$2.9M 1.38%
20,303
+933
OMCL icon
27
Omnicell
OMCL
$1.82B
$2.76M 1.32%
34,105
-4,857
WMGI
28
DELISTED
Wright Medical Group Inc
WMGI
$2.76M 1.32%
87,627
+9,894
NOVT icon
29
Novanta
NOVT
$4.09B
$2.74M 1.31%
+32,372
GTLS icon
30
Chart Industries
GTLS
$9.21B
$2.71M 1.29%
+29,917
EVBG
31
DELISTED
Everbridge, Inc. Common Stock
EVBG
$2.7M 1.29%
35,967
+7,345
ODFL icon
32
Old Dominion Freight Line
ODFL
$31.6B
$2.69M 1.29%
55,986
-1,647
VCYT icon
33
Veracyte
VCYT
$3.77B
$2.68M 1.28%
106,965
+31,053
SMPL icon
34
Simply Good Foods
SMPL
$1.9B
$2.62M 1.25%
127,229
+16,918
AMED
35
DELISTED
Amedisys
AMED
$2.57M 1.23%
20,817
+11,237
TWLO icon
36
Twilio
TWLO
$19.4B
$2.54M 1.21%
19,673
-471
GDS icon
37
GDS Holdings
GDS
$6.46B
$2.52M 1.21%
70,711
+50,275
APPF icon
38
AppFolio
APPF
$8.49B
$2.4M 1.15%
+30,204
AGS
39
DELISTED
PlayAGS
AGS
$2.4M 1.15%
100,172
+31,144
FNKO icon
40
Funko
FNKO
$171M
$2.4M 1.15%
+110,346
PEN icon
41
Penumbra
PEN
$11.2B
$2.39M 1.14%
16,234
-6,366
TTD icon
42
Trade Desk
TTD
$18.7B
$2.32M 1.11%
+116,980
TCMD icon
43
Tactile Systems Technology
TCMD
$589M
$2.31M 1.11%
43,911
-11,104
GLUU
44
DELISTED
Glu Mobile Inc.
GLUU
$2.14M 1.02%
195,264
+39,870
NDLS icon
45
Noodles & Co
NDLS
$44.4M
$2.09M 1%
306,879
-28,440
BLD icon
46
TopBuild
BLD
$12.6B
$1.93M 0.92%
+29,788
CCMP
47
DELISTED
CMC Materials, Inc. Common Stock
CCMP
$1.8M 0.86%
16,113
+9,382
NICE icon
48
Nice
NICE
$6.56B
$1.75M 0.84%
14,289
-5,425
ADUS icon
49
Addus HomeCare
ADUS
$2.18B
$1.63M 0.78%
25,693
-23,176
INSP icon
50
Inspire Medical Systems
INSP
$3.92B
$1.63M 0.78%
+28,766
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