TCM
Tygh Capital Management Portfolio holdings
AUM
$782M
1-Year Return
39.44%
This Quarter Return
-18.78%
1 Year Return
+39.44%
3 Year Return
+251.65%
5 Year Return
+418.54%
10 Year Return
–
AUM
$446M
AUM Growth
-$159M
(-26%)
Cap. Flow
-$31.9M
Cap. Flow
% of AUM
-7.16%
Top 10 Holdings %
Top 10 Hldgs %
26.16%
Holding
90
New
15
Increased
38
Reduced
20
Closed
17
Top Buys
| 1 |
Ligand Pharmaceuticals
LGND
|
+$6.99M |
| 2 |
NATI
National Instruments Corp
NATI
|
+$5.91M |
| 3 |
AMED
Amedisys
AMED
|
+$5.36M |
| 4 |
TFI International
TFII
|
+$4.84M |
| 5 |
Casella Waste Systems
CWST
|
+$4.48M |
Top Sells
| 1 |
MasTec
MTZ
|
+$10.4M |
| 2 |
Brinker International
EAT
|
+$9.67M |
| 3 |
OneSpaWorld
OSW
|
+$7.78M |
| 4 |
United Parks & Resorts
PRKS
|
+$7.74M |
| 5 |
Insperity
NSP
|
+$6.94M |
Sector Composition
| 1 | Technology | 27.06% |
| 2 | Healthcare | 26.32% |
| 3 | Industrials | 25.16% |
| 4 | Consumer Discretionary | 5.86% |
| 5 | Financials | 4.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Bio-Techne
TECH
$7.97B
| $7.42M | 1.66% |
156,584
-53,540
| -25% | -$2.54M |
|
27
Lattice Semiconductor
LSCC
$8.82B
| $7.36M | 1.65% |
413,159
+71,043
| +21% | +$1.27M |
|
28
HealthEquity
HQY
$7.97B
| $7.16M | 1.61% |
141,562
+35,189
| +33% | +$1.78M |
|
29
Nice
NICE
$8.82B
| $6.96M | 1.56% |
48,465
-14,885
| -23% | -$2.14M |
|
30
Pegasystems
PEGA
$9.93B
| $6.94M | 1.56% |
194,896
+69,388
| +55% | +$2.47M |
|
31
Natera
NTRA
$23.1B
| $6.85M | 1.54% |
229,452
+63,239
| +38% | +$1.89M |
|
32
Clean Harbors
CLH
$12.7B
| $6.81M | 1.53% |
132,556
-25,162
| -16% | -$1.29M |
|
33
WNS Holdings
WNS
$3.25B
| $6.68M | 1.5% |
155,361
+38,000
| +32% | +$1.63M |
|
34
Chart Industries
GTLS
$8.95B
| $6.57M | 1.47% |
226,597
+2,209
| +1% | +$64K |
|
35
Trade Desk
TTD
$22.1B
| $6.34M | 1.42% |
328,690
-162,590
| -33% | -$3.14M |
|
36
SiteOne Landscape Supply
SITE
$6.23B
| $6.13M | 1.37% |
83,263
+26,144
| +46% | +$1.92M |
|
37
Columbia Sportswear
COLM
$2.99B
| $6.08M | 1.36% |
87,162
+21,992
| +34% | +$1.53M |
|
38
MKS Inc. Common Stock
MKSI
$7.73B
| $5.98M | 1.34% |
73,411
+26,227
| +56% | +$2.14M |
|
|
NATI
39
DELISTED
National Instruments Corp
NATI
| $5.91M | 1.33% |
+178,715
| New | +$5.91M |
|
40
ASGN Inc
ASGN
$2.26B
| $5.36M | 1.2% |
151,793
+1,595
| +1% | +$56.3K |
|
|
AMED
41
DELISTED
Amedisys
AMED
| $5.36M | 1.2% |
+29,177
| New | +$5.36M |
|
42
Cavco Industries
CVCO
$4.32B
| $5.24M | 1.18% |
36,170
-25,733
| -42% | -$3.73M |
|
43
Hooker Furnishings Corp
HOFT
$111M
| $5M | 1.12% |
320,018
+157,540
| +97% | +$2.46M |
|
|
44
TFI International
TFII
$7.77B
| $4.84M | 1.09% |
+219,231
| New | +$4.84M |
|
|
HEES
45
DELISTED
H&E Equipment Services
HEES
| $4.67M | 1.05% |
318,199
+65,826
| +26% | +$966K |
|
46
Sterling Infrastructure
STRL
$9.54B
| $4.53M | 1.02% |
477,027
-106,230
| -18% | -$1.01M |
|
47
Chemed
CHE
$6.5B
| $4.45M | 1% |
+10,262
| New | +$4.45M |
|
48
Kadant
KAI
$3.69B
| $4.44M | 1% |
59,482
-2,679
| -4% | -$200K |
|
49
Champion Homes, Inc.
SKY
$4.22B
| $3.95M | 0.88% |
251,633
-210,266
| -46% | -$3.3M |
|
50
Healthcare Services Group
HCSG
$1.16B
| $3.8M | 0.85% |
+159,055
| New | +$3.8M |
|