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
$178M
AUM Growth
-$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.52M
3
+$2.38M
4
TNDM icon
Tandem Diabetes Care
TNDM
+$2.18M
5
WMGI
Wright Medical Group Inc
WMGI
+$2.12M

Top Sells

1
+$5.43M
2
+$4.56M
3
+$4.45M
4
RP
RealPage, Inc.
RP
+$3.59M
5
BOOT icon
Boot Barn
BOOT
+$3.31M

Sector Composition

1 Healthcare 27.06%
2 Technology 22.71%
3 Industrials 14.53%
4 Consumer Staples 12.09%
5 Consumer Discretionary 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TWOU
26
DELISTED
2U Inc
TWOU
$2.45M 1.37%
1,643
+1,204
GOOS
27
Canada Goose Holdings
GOOS
$1.28B
$2.44M 1.37%
55,808
-11,288
OMCL icon
28
Omnicell
OMCL
$1.37B
$2.39M 1.34%
38,962
+204
PCRX icon
29
Pacira BioSciences
PCRX
$1.03B
$2.38M 1.33%
+55,210
ODFL icon
30
Old Dominion Freight Line
ODFL
$29B
$2.37M 1.33%
57,633
-26,115
NDLS icon
31
Noodles & Co
NDLS
$28.7M
$2.34M 1.31%
335,319
-107,735
TNDM icon
32
Tandem Diabetes Care
TNDM
$999M
$2.18M 1.22%
+57,419
OLLI icon
33
Ollie's Bargain Outlet
OLLI
$7.64B
$2.17M 1.22%
32,691
-24,743
TPIC
34
DELISTED
TPI Composites
TPIC
$2.16M 1.21%
87,867
-124,207
NICE icon
35
Nice
NICE
$8.02B
$2.13M 1.2%
19,714
-8,816
WMGI
36
DELISTED
Wright Medical Group Inc
WMGI
$2.12M 1.19%
+77,733
SMPL icon
37
Simply Good Foods
SMPL
$2.47B
$2.08M 1.17%
+110,311
PODD icon
38
Insulet
PODD
$22.4B
$2M 1.12%
25,182
+13,846
EEFT icon
39
Euronet Worldwide
EEFT
$3.47B
$1.98M 1.11%
+19,370
PGTI
40
DELISTED
PGT, Inc.
PGTI
$1.97M 1.1%
123,981
-130,623
FLIR
41
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$1.88M 1.05%
43,132
-22,576
TWLO icon
42
Twilio
TWLO
$16.4B
$1.8M 1.01%
20,144
-9,248
ENS icon
43
EnerSys
ENS
$4.54B
$1.77M 0.99%
+22,819
EPAY
44
DELISTED
Bottomline Technologies Inc
EPAY
$1.68M 0.94%
34,914
-67,216
EVBG
45
DELISTED
Everbridge, Inc. Common Stock
EVBG
$1.63M 0.91%
28,622
-26,079
EYE icon
46
National Vision
EYE
$2.04B
$1.59M 0.89%
56,503
-4,513
AGS
47
DELISTED
PlayAGS
AGS
$1.59M 0.89%
69,028
-2,233
ALNT icon
48
Allient
ALNT
$835M
$1.58M 0.89%
+53,018
CENT icon
49
Central Garden & Pet Co
CENT
$1.92B
$1.5M 0.84%
54,459
-61,506
NVEE
50
DELISTED
NV5 Global
NVEE
$1.5M 0.84%
99,156
-44,180
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