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 | |
|---|---|---|---|---|---|---|
51
Kirby Corp
KEX
$4.8B
| $3.68M | 0.82% |
84,585
+31,090
| +58% | +$1.35M |
|
52
Silicon Motion
SIMO
$3.02B
| $3.58M | 0.8% |
+97,573
| New | +$3.58M |
|
53
Western Alliance Bancorporation
WAL
$9.77B
| $3.5M | 0.79% |
114,436
-95,778
| -46% | -$2.93M |
|
54
NovoCure
NVCR
$1.36B
| $3.48M | 0.78% |
51,600
+20,753
| +67% | +$1.4M |
|
55
Littelfuse
LFUS
$6.54B
| $3.4M | 0.76% |
25,481
+250
| +1% | +$33.4K |
|
56
Construction Partners
ROAD
$7.02B
| $3.29M | 0.74% |
194,521
+1,914
| +1% | +$32.3K |
|
57
Guidewire Software
GWRE
$21.4B
| $3.13M | 0.7% |
39,467
+1,368
| +4% | +$108K |
|
58
Workiva
WK
$4.34B
| $3.11M | 0.7% |
+96,210
| New | +$3.11M |
|
59
EXL Service
EXLS
$7.04B
| $3M | 0.67% |
288,120
-149,640
| -34% | -$1.56M |
|
60
Fabrinet
FN
$12.8B
| $2.86M | 0.64% |
+52,492
| New | +$2.86M |
|
61
WEX
WEX
$5.82B
| $2.74M | 0.61% |
26,177
-19,358
| -43% | -$2.02M |
|
|
AVTA
62
DELISTED
Avantax, Inc. Common Stock
AVTA
| $2.67M | 0.6% |
+221,211
| New | +$2.67M |
|
63
Marriott Vacations Worldwide
VAC
$2.67B
| $2.66M | 0.6% |
47,844
-43,021
| -47% | -$2.39M |
|
64
Nexstar Media Group
NXST
$6.27B
| $2.3M | 0.52% |
+39,829
| New | +$2.3M |
|
65
Euronet Worldwide
EEFT
$3.6B
| $2.3M | 0.51% |
26,784
-35,437
| -57% | -$3.04M |
|
|
PRSP
66
DELISTED
Perspecta Inc. Common Stock
PRSP
| $2.29M | 0.51% |
+125,308
| New | +$2.29M |
|
67
Kratos Defense & Security Solutions
KTOS
$11.7B
| $1.95M | 0.44% |
+141,164
| New | +$1.95M |
|
68
Trex
TREX
$6.48B
| $1.67M | 0.37% |
+41,722
| New | +$1.67M |
|
69
Malibu Boats
MBUU
$629M
| $1.63M | 0.37% |
56,619
-60,285
| -52% | -$1.74M |
|
70
Texas Roadhouse
TXRH
$11.1B
| $1.59M | 0.36% |
+38,556
| New | +$1.59M |
|
71
Alamo Group
ALG
$2.49B
| $1.26M | 0.28% |
14,223
-21,899
| -61% | -$1.94M |
|
72
LeMaitre Vascular
LMAT
$2.09B
| $1.23M | 0.28% |
+49,469
| New | +$1.23M |
|
73
Ingevity
NGVT
$2.12B
| $935K | 0.21% |
26,555
-26,409
| -50% | -$930K |
|
74
Albany International
AIN
$1.71B
| – | – |
-60,252
| Closed | -$4.57M |
|
75
Churchill Downs
CHDN
$6.75B
| – | – |
-72,056
| Closed | -$4.94M |
|