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TCM
Tygh Capital Management Portfolio holdings
AUM
$782M
1-Year Est. Return
39.44%
This Fund
S&P 500
This Quarter
Est. Return
+6.89%
1 Year Est. Return
+39.44%
3 Year Est. Return
+251.35%
5 Year Est. Return
+417.76%
10 Year Est. Return
–
AUM
$441M
AUM Growth
+$13.2M
(+3.1%)
Cap. Flow
-$5.92M
Cap. Flow
% of AUM
-1.34%
Top 10 Holdings %
Top 10 Hldgs %
21.02%
Holding
110
New
19
Increased
34
Reduced
34
Closed
23
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ligand Pharmaceuticals
LGND
|
+$6.63M |
| 2 |
AYX
Alteryx Inc
AYX
|
+$6M |
| 3 |
ACI Worldwide
ACIW
|
+$5.54M |
| 4 |
ENV
ENVESTNET, INC.
ENV
|
+$5.4M |
| 5 |
Silicon Motion
SIMO
|
+$5.23M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Veeva Systems
VEEV
|
+$11.1M |
| 2 |
Take-Two Interactive
TTWO
|
+$7.54M |
| 3 |
RP
RealPage, Inc.
RP
|
+$6.76M |
| 4 |
Tower Semiconductor
TSEM
|
+$6.15M |
| 5 |
AIRM
Air Methods Corp
AIRM
|
+$5.83M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 27.03% |
| 2 | Industrials | 25.41% |
| 3 | Consumer Discretionary | 12.41% |
| 4 | Healthcare | 11.08% |
| 5 | Financials | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Nice
NICE
$5.95B
| $4.61M | 1.05% |
58,586
-22,309
| -28% | -$1.65M |
|
|
COTV
52
DELISTED
Cotiviti Holdings, Inc.
COTV
| $4.59M | 1.04% |
123,598
+12,871
| +12% | +$506K |
|
53
Bright Horizons
BFAM
$4.24B
| $4.52M | 1.03% |
58,598
-703
| -1% | -$53.4K |
|
|
ADSW
54
DELISTED
Advanced Disposal Services Inc
ADSW
| $4.46M | 1.01% |
+196,250
| New | +$4.53M |
|
55
Webster Financial
WBS
$12.5B
| $4.36M | 0.99% |
+83,510
| New | +$4.22M |
|
|
WBT
56
DELISTED
Welbilt, Inc.
WBT
| $4.31M | 0.98% |
228,640
-3,245
| -1% | -$63.4K |
|
57
WEX
WEX
$6.23B
| $4.3M | 0.97% |
41,217
+6,242
| +18% | +$642K |
|
|
58
Take-Two Interactive
TTWO
$46B
| $4.24M | 0.96% |
57,765
-110,068
| -66% | -$7.54M |
|
59
Evolent Health
EVH
$420M
| $4.23M | 0.96% |
167,015
-147,927
| -47% | -$3.56M |
|
60
Middleby
MIDD
$6.1B
| $4.14M | 0.94% |
34,112
+8,973
| +36% | +$1.19M |
|
61
FormFactor
FORM
$6.87B
| $3.9M | 0.88% |
314,408
-190,448
| -38% | -$2.46M |
|
62
LiveRamp
RAMP
$2.3B
| $3.9M | 0.88% |
150,000
-85,034
| -36% | -$2.31M |
|
63
LCI Industries
LCII
$2.62B
| $3.68M | 0.83% |
+35,897
| New | +$3.44M |
|
|
AAWW
64
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $3.65M | 0.83% |
+69,982
| New | +$3.69M |
|
|
NTUS
65
DELISTED
Natus Medical Inc
NTUS
| $3.63M | 0.82% |
+97,348
| New | +$3.52M |
|
66
Hooker Furnishings Corp
HOFT
$149M
| $3.62M | 0.82% |
+87,916
| New | +$3.64M |
|
67
Quanta Services
PWR
$88.3B
| $3.59M | 0.81% |
109,004
-87,204
| -44% | -$2.9M |
|
|
EFOR
68
Everforth Inc
EFOR
$953M
| $3.43M | 0.78% |
63,284
-32,436
| -34% | -$1.67M |
|
69
Oxford Industries
OXM
$613M
| $3.42M | 0.78% |
54,814
+11,966
| +28% | +$690K |
|
|
ATSG
70
DELISTED
Air Transport Services Group
ATSG
| $3.36M | 0.76% |
+154,392
| New | +$3.23M |
|
|
RAVN
71
DELISTED
Raven Industries Inc
RAVN
| $3.27M | 0.74% |
+98,349
| New | +$3.17M |
|
|
HZN
72
DELISTED
Horizon Global Corporation
HZN
| $3.26M | 0.74% |
+226,946
| New | +$3.21M |
|
73
Diodes
DIOD
$3.69B
| $3.17M | 0.72% |
+132,074
| New | +$3.26M |
|
74
Emcor
EME
$31.4B
| $3.15M | 0.71% |
48,197
-20,781
| -30% | -$1.34M |
|
75
Kulicke & Soffa
KLIC
$4.76B
| $3.04M | 0.69% |
+159,683
| New | +$3.36M |
|
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Tygh Capital Management's Q2 2017 Portfolio in Review
As of Q2 2017, Tygh Capital Management held 110 positions worth $441M, up 3.1% from $428M the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Tygh Capital Management's Q2 2017 filing shows 19 new, 34 increased, 34 reduced and 23 closed positions. Its largest new stake was Ligand Pharmaceuticals: 94,825 shares worth $7.18M. The largest sale was Veeva Systems, an estimated $11.1M.
By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 30% a quarter earlier, followed by Industrials and Consumer Discretionary.
- Tygh Capital Management's largest Q2 2017 buy was Ligand Pharmaceuticals: 94,825 shares worth $7.18M.
- Tygh Capital Management added most to Alteryx Inc in Q2 2017, an estimated $6M increase.
- Tygh Capital Management's biggest Q2 2017 reduction was Take-Two Interactive, cutting an estimated $7.54M.
- Tygh Capital Management fully exited Veeva Systems in Q2 2017, selling an estimated $11.1M.
- Tygh Capital Management's ten largest holdings make up 21% of its $441M portfolio in Q2 2017.
- Tygh Capital Management opened 19 new positions and closed 23 in Q2 2017.
- Tygh Capital Management's portfolio value rose 3.1% quarter-over-quarter to $441M.
Based on Tygh Capital Management's 13F filing for Q2 2017, filed 7 Aug 2017.