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TCM
Timpani Capital Management Portfolio holdings
AUM
$209M
1-Year Est. Return
62.15%
This Fund
S&P 500
This Quarter
Est. Return
+15.67%
1 Year Est. Return
+62.15%
3 Year Est. Return
+383.19%
5 Year Est. Return
+934.71%
10 Year Est. Return
–
AUM
$157M
AUM Growth
–
Cap. Flow
+$147M
Cap. Flow
% of AUM
93.41%
Top 10 Holdings %
Top 10 Hldgs %
26.63%
Holding
82
New
82
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
CONN
Conn's Inc.
CONN
|
+$5.17M |
| 2 |
TMH
Team Health Holdings Inc
TMH
|
+$4.22M |
| 3 |
Sonida Senior Living
SNDA
|
+$4.15M |
| 4 |
CoStar Group
CSGP
|
+$3.72M |
| 5 |
Grand Canyon Education
LOPE
|
+$3.63M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 19.12% |
| 2 | Technology | 18.42% |
| 3 | Consumer Discretionary | 18.23% |
| 4 | Healthcare | 17.21% |
| 5 | Energy | 6.29% |
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Timpani Capital Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Timpani Capital Management, which disclosed 82 positions worth $157M. Its ten largest holdings account for 27% of the portfolio.
Its largest position is Conn's Inc.: 110,993 shares worth $5.75M.
By sector, the portfolio is most concentrated in Industrials at 19% of assets, followed by Technology and Consumer Discretionary.
- Timpani Capital Management's largest Q2 2013 buy was Conn's Inc.: 110,993 shares worth $5.75M.
- Timpani Capital Management's ten largest holdings make up 27% of its $157M portfolio in Q2 2013.
- Timpani Capital Management disclosed 82 positions in Q2 2013, its first 13F filing on record.
Based on Timpani Capital Management's 13F filing for Q2 2013, filed 2 Aug 2013.