TCM
Tygh Capital Management Portfolio holdings
AUM
$782M
This Quarter Return
+7.88%
1 Year Return
+39.44%
3 Year Return
+251.65%
5 Year Return
+418.54%
10 Year Return
–
AUM
$734M
AUM Growth
+$734M
(+3.8%)
Cap. Flow
-$21.9M
Cap. Flow
% of AUM
-2.98%
Top 10 Holdings %
Top 10 Hldgs %
21.46%
Holding
99
New
12
Increased
14
Reduced
62
Closed
11
Top Buys
| 1 |
Rapid7
RPD
|
$10.3M |
| 2 |
Kirby Corp
KEX
|
$9.27M |
| 3 |
Pennant Group
PNTG
|
$8.03M |
| 4 |
HealthEquity
HQY
|
$8.03M |
| 5 |
PACW
PacWest Bancorp
PACW
|
$7.48M |
Top Sells
| 1 |
TFI International
TFII
|
$9.53M |
| 2 |
SHYF
The Shyft Group
SHYF
|
$8.09M |
| 3 |
Western Alliance Bancorporation
WAL
|
$7.78M |
| 4 |
Vertex
VERX
|
$7.45M |
| 5 |
Mercury Systems
MRCY
|
$6.8M |
Sector Composition
| 1 | Technology | 27.75% |
| 2 | Healthcare | 23.32% |
| 3 | Industrials | 19.7% |
| 4 | Consumer Discretionary | 13.08% |
| 5 | Materials | 5.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cohu
COHU
$899M
| $10.4M | 1.42% |
283,937
-3,083
| -1% | -$113K |
|
|
27
Rapid7
RPD
$1.32B
| $10.3M | 1.4% |
+108,913
| New | +$10.3M |
|
28
Liquidity Services
LQDT
$824M
| $9.84M | 1.34% |
386,610
-95,756
| -20% | -$2.44M |
|
29
Chart Industries
GTLS
$8.94B
| $9.78M | 1.33% |
66,834
-730
| -1% | -$107K |
|
30
Revolve Group
RVLV
$1.61B
| $9.74M | 1.33% |
141,408
-1,544
| -1% | -$106K |
|
31
Genpact
G
$7.88B
| $9.49M | 1.29% |
208,949
-2,287
| -1% | -$104K |
|
32
Columbus McKinnon
CMCO
$412M
| $9.34M | 1.27% |
193,702
+42,063
| +28% | +$2.03M |
|
|
33
Kirby Corp
KEX
$4.95B
| $9.27M | 1.26% |
+152,865
| New | +$9.27M |
|
34
Pacira BioSciences
PCRX
$1.22B
| $9.24M | 1.26% |
152,332
+57,725
| +61% | +$3.5M |
|
35
EXL Service
EXLS
$7.05B
| $9.03M | 1.23% |
84,968
-934
| -1% | -$99.3K |
|
36
Fabrinet
FN
$12.1B
| $8.58M | 1.17% |
89,450
-38,649
| -30% | -$3.71M |
|
37
Diodes
DIOD
$2.45B
| $8.58M | 1.17% |
107,496
-1,177
| -1% | -$93.9K |
|
38
Kaiser Aluminum
KALU
$1.22B
| $8.28M | 1.13% |
67,033
-732
| -1% | -$90.4K |
|
|
SHYF
39
DELISTED
The Shyft Group
SHYF
| $8.18M | 1.11% |
218,736
-216,189
| -50% | -$8.09M |
|
|
40
Pennant Group
PNTG
$853M
| $8.03M | 1.09% |
+196,303
| New | +$8.03M |
|
|
41
HealthEquity
HQY
$8.26B
| $8.03M | 1.09% |
+99,736
| New | +$8.03M |
|
42
Tower Semiconductor
TSEM
$6.96B
| $8M | 1.09% |
271,654
-130,768
| -32% | -$3.85M |
|
43
Cardlytics
CDLX
$47.4M
| $7.79M | 1.06% |
61,363
+20,221
| +49% | +$2.57M |
|
44
Bio-Rad Laboratories Class A
BIO
$7.8B
| $7.78M | 1.06% |
12,075
-132
| -1% | -$85K |
|
45
MKS Inc. Common Stock
MKSI
$6.73B
| $7.74M | 1.05% |
43,498
-23,693
| -35% | -$4.22M |
|
46
Maximus
MMS
$4.99B
| $7.62M | 1.04% |
86,573
-938
| -1% | -$82.5K |
|
|
GOOS
47
Canada Goose Holdings
GOOS
$1.28B
| $7.55M | 1.03% |
172,675
-1,846
| -1% | -$80.7K |
|
|
PACW
48
DELISTED
PacWest Bancorp
PACW
| $7.48M | 1.02% |
+181,805
| New | +$7.48M |
|
49
MSC Industrial Direct
MSM
$5.03B
| $7.4M | 1.01% |
+82,468
| New | +$7.4M |
|
50
Charles River Laboratories
CRL
$7.99B
| $7.33M | 1% |
19,801
-216
| -1% | -$79.9K |
|