TCM
Tygh Capital Management Portfolio holdings
AUM
$782M
This Quarter Return
+2.76%
1 Year Return
+39.44%
3 Year Return
+251.65%
5 Year Return
+418.54%
10 Year Return
–
AUM
$563M
AUM Growth
+$563M
(-4.3%)
Cap. Flow
-$22.8M
Cap. Flow
% of AUM
-4.04%
Top 10 Holdings %
Top 10 Hldgs %
26.53%
Holding
96
New
17
Increased
16
Reduced
43
Closed
19
Top Buys
| 1 |
Champion Homes, Inc.
SKY
|
$12.5M |
| 2 |
Emergent Biosolutions
EBS
|
$10.6M |
| 3 |
Quanta Services
PWR
|
$10.3M |
| 4 |
Brinker International
EAT
|
$9.89M |
| 5 |
MasTec
MTZ
|
$7.01M |
Top Sells
| 1 |
WMGI
Wright Medical Group Inc
WMGI
|
$14.7M |
| 2 |
PS
Pluralsight, Inc. Class A Common Stock
PS
|
$8.7M |
| 3 |
Mine Safety
MSA
|
$8.37M |
| 4 |
Bright Horizons
BFAM
|
$7.47M |
| 5 |
Guidewire Software
GWRE
|
$7.43M |
Sector Composition
| 1 | Industrials | 29.79% |
| 2 | Technology | 26.21% |
| 3 | Healthcare | 17.98% |
| 4 | Consumer Discretionary | 12.31% |
| 5 | Financials | 5.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Mercury Systems
MRCY
$4.05B
| $5.2M | 0.92% | +64,118 | New | +$5.2M |
|
52
Monolithic Power Systems
MPWR
$40B
| $4.82M | 0.85% | +30,940 | New | +$4.82M |
|
53
Natera
NTRA
$23.1B
| $4.71M | 0.84% | 143,693 +36,235 | +34% | +$1.19M |
|
54
Littelfuse
LFUS
$6.44B
| $4.5M | 0.8% | 25,398 -13,830 | -35% | -$2.45M |
|
55
MKS Inc. Common Stock
MKSI
$6.94B
| $4.38M | 0.78% | 47,495 -13,470 | -22% | -$1.24M |
|
|
ATSG
56
DELISTED
Air Transport Services Group, Inc.
ATSG
| $4.31M | 0.76% | 204,949 -42,720 | -17% | -$898K |
|
57
Pegasystems
PEGA
$9.27B
| $4.3M | 0.76% | +63,169 | New | +$4.3M |
|
58
Tower Semiconductor
TSEM
$6.58B
| $4.26M | 0.76% | +221,624 | New | +$4.26M |
|
59
SiteOne Landscape Supply
SITE
$6.39B
| $4.26M | 0.76% | 57,495 -15,815 | -22% | -$1.17M |
|
60
Strategic Education
STRA
$1.94B
| $4.11M | 0.73% | 30,254 -50,685 | -63% | -$6.89M |
|
61
Cardlytics
CDLX
$54.3M
| $4.07M | 0.72% | 121,498 -54,739 | -31% | -$1.84M |
|
62
Napco Security Technologies
NSSC
$1.36B
| $3.93M | 0.7% | +153,937 | New | +$3.93M |
|
|
VCRA
63
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $3.87M | 0.69% | +157,000 | New | +$3.87M |
|
64
HealthEquity
HQY
$7.72B
| $3.34M | 0.59% | 58,435 -18,193 | -24% | -$1.04M |
|
65
Ligand Pharmaceuticals
LGND
$3.15B
| $3.26M | 0.58% | 32,748 -27,090 | -45% | -$2.7M |
|
|
RTEC
66
DELISTED
Rudolph Technologies Inc
RTEC
| $3.16M | 0.56% | +119,811 | New | +$3.16M |
|
67
Construction Partners
ROAD
$6.73B
| $3.02M | 0.54% | 193,877 -85,553 | -31% | -$1.33M |
|
|
68
Bright Horizons
BFAM
$6.71B
| $2.9M | 0.51% | 18,989 -48,949 | -72% | -$7.47M |
|
69
Ingevity
NGVT
$2.13B
| $2.83M | 0.5% | +33,348 | New | +$2.83M |
|
70
Rogers Corp
ROG
$1.42B
| $2.78M | 0.49% | 20,360 -7,812 | -28% | -$1.07M |
|
|
NEWR
71
DELISTED
New Relic, Inc.
NEWR
| $2.52M | 0.45% | 41,037 -96,940 | -70% | -$5.96M |
|
72
Matador Resources
MTDR
$6.27B
| $2.26M | 0.4% | 136,922 -234 | -0.2% | -$3.87K |
|
|
MDLA
73
DELISTED
Medallia, Inc.
MDLA
| $2.04M | 0.36% | +74,177 | New | +$2.04M |
|
74
Core Laboratories
CLB
$540M
| $1.83M | 0.32% | 39,178 -68 | -0.2% | -$3.17K |
|
75
Delek US
DK
$1.67B
| $1.27M | 0.23% | 35,060 -91,838 | -72% | -$3.33M |
|