TCM
Tygh Capital Management Portfolio holdings
AUM
$782M
1-Year Return
39.44%
This Quarter Return
+34.64%
1 Year Return
+39.44%
3 Year Return
+251.65%
5 Year Return
+418.54%
10 Year Return
–
AUM
$480M
AUM Growth
+$33.4M
(+7.5%)
Cap. Flow
-$92.9M
Cap. Flow
% of AUM
-19.38%
Top 10 Holdings %
Top 10 Hldgs %
25.02%
Holding
89
New
16
Increased
16
Reduced
47
Closed
10
Top Buys
| 1 |
MDLA
Medallia, Inc.
MDLA
|
$6.78M |
| 2 |
Cavco Industries
CVCO
|
$5.81M |
| 3 |
Cardlytics
CDLX
|
$4.86M |
| 4 |
Pacira BioSciences
PCRX
|
$4.05M |
| 5 |
NEWR
New Relic, Inc.
NEWR
|
$3.87M |
Top Sells
| 1 |
Bio-Rad Laboratories Class A
BIO
|
$10.7M |
| 2 |
Teladoc Health
TDOC
|
$9.15M |
| 3 |
Omnicell
OMCL
|
$8.95M |
| 4 |
CACI
CACI
|
$8.94M |
| 5 |
Maximus
MMS
|
$7.39M |
Sector Composition
| 1 | Technology | 26.42% |
| 2 | Healthcare | 24.44% |
| 3 | Industrials | 19.12% |
| 4 | Consumer Discretionary | 9.89% |
| 5 | Communication Services | 5.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Healthcare Services Group
HCSG
$1.15B
| $7.36M | 1.53% |
300,856
+141,801
| +89% | +$3.47M |
|
27
TFI International
TFII
$8.01B
| $7.32M | 1.53% |
206,375
-12,856
| -6% | -$456K |
|
28
Quanta Services
PWR
$55.5B
| $7.04M | 1.47% |
179,408
-93,064
| -34% | -$3.65M |
|
|
MDLA
29
DELISTED
Medallia, Inc.
MDLA
| $6.78M | 1.41% |
+268,553
| New | +$6.78M |
|
30
Bio-Techne
TECH
$8.46B
| $6.59M | 1.37% |
99,864
-56,720
| -36% | -$3.74M |
|
31
Champion Homes, Inc.
SKY
$4.43B
| $6.58M | 1.37% |
270,165
+18,532
| +7% | +$451K |
|
32
Casella Waste Systems
CWST
$6.01B
| $6.34M | 1.32% |
121,667
-121,200
| -50% | -$6.32M |
|
33
Western Alliance Bancorporation
WAL
$10B
| $6.22M | 1.3% |
164,216
+49,780
| +44% | +$1.89M |
|
34
Sterling Infrastructure
STRL
$8.7B
| $6.06M | 1.26% |
578,548
+101,521
| +21% | +$1.06M |
|
35
Chemed
CHE
$6.79B
| $5.76M | 1.2% |
12,765
+2,503
| +24% | +$1.13M |
|
|
NATI
36
DELISTED
National Instruments Corp
NATI
| $5.66M | 1.18% |
146,225
-32,490
| -18% | -$1.26M |
|
37
MKS Inc. Common Stock
MKSI
$7.02B
| $5.61M | 1.17% |
49,511
-23,900
| -33% | -$2.71M |
|
38
Kratos Defense & Security Solutions
KTOS
$10.9B
| $5.35M | 1.12% |
342,388
+201,224
| +143% | +$3.15M |
|
39
Kadant
KAI
$3.85B
| $5.35M | 1.12% |
53,673
-5,809
| -10% | -$579K |
|
40
Nexstar Media Group
NXST
$6.31B
| $5.25M | 1.1% |
62,749
+22,920
| +58% | +$1.92M |
|
41
Chart Industries
GTLS
$8.96B
| $5.21M | 1.09% |
107,463
-119,134
| -53% | -$5.78M |
|
42
Applied Industrial Technologies
AIT
$10B
| $5.01M | 1.04% |
80,238
-111,111
| -58% | -$6.93M |
|
43
Fabrinet
FN
$13.2B
| $4.88M | 1.02% |
78,150
+25,658
| +49% | +$1.6M |
|
|
44
Cardlytics
CDLX
$49.6M
| $4.86M | 1.01% |
+69,512
| New | +$4.86M |
|
45
Trex
TREX
$6.93B
| $4.81M | 1% |
73,964
+32,242
| +77% | +$2.1M |
|
46
LeMaitre Vascular
LMAT
$2.21B
| $4.74M | 0.99% |
179,668
+130,199
| +263% | +$3.44M |
|
|
HEES
47
DELISTED
H&E Equipment Services
HEES
| $4.68M | 0.98% |
253,326
-64,873
| -20% | -$1.2M |
|
|
48
CACI
CACI
$10.4B
| $4.35M | 0.91% |
20,071
-41,214
| -67% | -$8.94M |
|
49
Mercury Systems
MRCY
$4.13B
| $4.29M | 0.89% |
54,506
-51,470
| -49% | -$4.05M |
|
50
Littelfuse
LFUS
$6.51B
| $4.25M | 0.89% |
24,907
-574
| -2% | -$97.9K |
|