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
GDOT icon
1
Green Dot
GDOT
$690M
$6.69M 3.75%
84,146
-37,512
MMSI icon
2
Merit Medical Systems
MMSI
$4.85B
$6.13M 3.43%
109,744
-49,229
NGVT icon
3
Ingevity
NGVT
$1.98B
$5.48M 3.07%
65,495
-29,313
FIVN icon
4
FIVE9
FIVN
$1.67B
$5.21M 2.92%
119,127
-43,379
CHGG icon
5
Chegg
CHGG
$138M
$4.99M 2.8%
175,656
-57,100
LHCG
6
DELISTED
LHC Group LLC
LHCG
$4.96M 2.78%
52,869
-28,446
RNG icon
7
RingCentral
RNG
$2.42B
$4.77M 2.67%
57,866
-25,832
STRA icon
8
Strategic Education
STRA
$1.92B
$4.42M 2.48%
38,972
+3,542
VCEL icon
9
Vericel Corp
VCEL
$1.78B
$4.27M 2.39%
245,362
-58,119
PLNT icon
10
Planet Fitness
PLNT
$7.91B
$3.87M 2.17%
72,251
-50,168
LGND icon
11
Ligand Pharmaceuticals
LGND
$3.54B
$3.68M 2.06%
43,461
+1,134
GNRC icon
12
Generac Holdings
GNRC
$11.2B
$3.44M 1.93%
+69,167
ADUS icon
13
Addus HomeCare
ADUS
$2.18B
$3.32M 1.86%
48,869
-21,780
WNS icon
14
WNS Holdings
WNS
$3.29B
$3.21M 1.8%
77,773
+10,822
CDNA icon
15
CareDx
CDNA
$767M
$3.08M 1.73%
122,697
-22,569
SSTI icon
16
SoundThinking
SSTI
$141M
$3.06M 1.72%
98,163
-43,675
RP
17
DELISTED
RealPage, Inc.
RP
$3.04M 1.7%
63,017
-74,449
HEI icon
18
HEICO Corp
HEI
$42.7B
$3.03M 1.7%
39,141
-17,450
VRNS icon
19
Varonis Systems
VRNS
$6.77B
$2.95M 1.65%
167,253
-138,519
LOPE icon
20
Grand Canyon Education
LOPE
$5.94B
$2.88M 1.61%
29,918
-13,357
PEN icon
21
Penumbra
PEN
$9.71B
$2.76M 1.55%
22,600
-11,859
MRCY icon
22
Mercury Systems
MRCY
$4.53B
$2.74M 1.54%
57,997
+22,447
INGN icon
23
Inogen
INGN
$226M
$2.68M 1.5%
21,610
-16,814
BJ icon
24
BJs Wholesale Club
BJ
$12.4B
$2.52M 1.42%
+113,925
TCMD icon
25
Tactile Systems Technology
TCMD
$324M
$2.51M 1.41%
55,015
-55,950
1
2 3 4 5