TCM
Tygh Capital Management Portfolio holdings
AUM
$782M
1-Year Return
39.44%
This Quarter Return
+11.91%
1 Year Return
+39.44%
3 Year Return
+251.65%
5 Year Return
+418.54%
10 Year Return
–
AUM
$528M
AUM Growth
+$48.1M
(+10%)
Cap. Flow
+$12.5M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
24.64%
Holding
106
New
27
Increased
32
Reduced
25
Closed
22
Top Buys
| 1 |
CUB
Cubic Corporation
CUB
|
$12.5M |
| 2 |
SILK
Silk Road Medical, Inc. Common Stock
SILK
|
$9.21M |
| 3 |
Vertex
VERX
|
$7.72M |
| 4 |
MODV
ModivCare
MODV
|
$6.25M |
| 5 |
CACI
CACI
|
$5.91M |
Top Sells
| 1 |
Strategic Education
STRA
|
$8.56M |
| 2 |
Charles River Laboratories
CRL
|
$6.4M |
| 3 |
NATI
National Instruments Corp
NATI
|
$5.66M |
| 4 |
Kadant
KAI
|
$5.35M |
| 5 |
Healthcare Services Group
HCSG
|
$5.09M |
Sector Composition
| 1 | Healthcare | 28.7% |
| 2 | Technology | 26.53% |
| 3 | Industrials | 17.04% |
| 4 | Consumer Discretionary | 8.67% |
| 5 | Financials | 5.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Cohu
COHU
$950M
| $4.9M | 0.93% |
285,094
+142,064
| +99% | +$2.44M |
|
|
SHYF
52
DELISTED
The Shyft Group
SHYF
| $4.62M | 0.88% |
+244,582
| New | +$4.62M |
|
53
Littelfuse
LFUS
$6.51B
| $4.5M | 0.85% |
25,363
+456
| +2% | +$80.9K |
|
54
Lattice Semiconductor
LSCC
$9.05B
| $4.4M | 0.83% |
152,038
-117,344
| -44% | -$3.4M |
|
55
Western Alliance Bancorporation
WAL
$10B
| $4.2M | 0.8% |
132,927
-31,289
| -19% | -$989K |
|
56
Guidewire Software
GWRE
$22B
| $4.12M | 0.78% |
39,478
+7,019
| +22% | +$732K |
|
57
US Physical Therapy
USPH
$1.3B
| $4.08M | 0.77% |
46,909
+844
| +2% | +$73.3K |
|
58
Five Below
FIVE
$8.46B
| $3.96M | 0.75% |
31,192
-3,622
| -10% | -$460K |
|
59
Ollie's Bargain Outlet
OLLI
$8.18B
| $3.92M | 0.74% |
+44,842
| New | +$3.92M |
|
60
Covenant Logistics
CVLG
$599M
| $3.9M | 0.74% |
+446,368
| New | +$3.9M |
|
61
HCI Group
HCI
$2.21B
| $3.74M | 0.71% |
+75,790
| New | +$3.74M |
|
|
MRTX
62
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $3.63M | 0.69% |
+21,877
| New | +$3.63M |
|
63
Maximus
MMS
$4.97B
| $3.53M | 0.67% |
51,620
+927
| +2% | +$63.4K |
|
64
Revolve Group
RVLV
$1.7B
| $3.44M | 0.65% |
+209,538
| New | +$3.44M |
|
65
NeoGenomics
NEO
$1.03B
| $3.12M | 0.59% |
84,608
-33,193
| -28% | -$1.22M |
|
|
BPMC
66
DELISTED
Blueprint Medicines
BPMC
| $3M | 0.57% |
+32,322
| New | +$3M |
|
67
Planet Fitness
PLNT
$8.77B
| $2.7M | 0.51% |
+43,742
| New | +$2.7M |
|
68
Winnebago Industries
WGO
$1.03B
| $2.68M | 0.51% |
+51,767
| New | +$2.68M |
|
69
Churchill Downs
CHDN
$7.18B
| $2.66M | 0.5% |
32,460
-8,138
| -20% | -$667K |
|
70
LCI Industries
LCII
$2.57B
| $2.65M | 0.5% |
+24,895
| New | +$2.65M |
|
71
Lemonade
LMND
$3.71B
| $2.64M | 0.5% |
+53,066
| New | +$2.64M |
|
|
NVTA
72
DELISTED
Invitae Corporation
NVTA
| $2.59M | 0.49% |
+59,672
| New | +$2.59M |
|
73
OraSure Technologies
OSUR
$236M
| $2.5M | 0.47% |
+205,101
| New | +$2.5M |
|
74
Construction Partners
ROAD
$6.87B
| $2.48M | 0.47% |
136,220
-23,750
| -15% | -$432K |
|
75
Ultragenyx Pharmaceutical
RARE
$3.07B
| $2.41M | 0.46% |
+29,323
| New | +$2.41M |
|