TCM
Tygh Capital Management Portfolio holdings
AUM
$782M
This Quarter Return
+6.89%
1 Year Return
+39.44%
3 Year Return
+251.65%
5 Year Return
+418.54%
10 Year Return
–
AUM
$441M
AUM Growth
+$441M
(+3.1%)
Cap. Flow
-$2.31M
Cap. Flow
% of AUM
-0.52%
Top 10 Holdings %
Top 10 Hldgs %
21.02%
Holding
110
New
19
Increased
34
Reduced
34
Closed
23
Top Buys
| 1 |
Ligand Pharmaceuticals
LGND
|
$7.18M |
| 2 |
AYX
Alteryx, Inc.
AYX
|
$6.51M |
| 3 |
ENV
ENVESTNET, INC.
ENV
|
$5.95M |
| 4 |
ACI Worldwide
ACIW
|
$5.53M |
| 5 |
Silicon Motion
SIMO
|
$5.1M |
Top Sells
| 1 |
Veeva Systems
VEEV
|
$11.1M |
| 2 |
Take-Two Interactive
TTWO
|
$8.08M |
| 3 |
RP
RealPage, Inc.
RP
|
$6.77M |
| 4 |
Tower Semiconductor
TSEM
|
$6.22M |
| 5 |
AIRM
Air Methods Corp
AIRM
|
$5.83M |
Sector Composition
| 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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
MasTec
MTZ
$14.3B
| $13.3M | 3.01% | 293,916 +79,349 | +37% | +$3.58M |
|
2
Lumentum
LITE
$9.28B
| $12.3M | 2.8% | 216,121 -32,712 | -13% | -$1.87M |
|
3
Dycom Industries
DY
$7.31B
| $10.4M | 2.37% | 116,679 -2,006 | -2% | -$180K |
|
4
Kinsale Capital Group
KNSL
$10.7B
| $8.8M | 1.99% | 235,807 -5,109 | -2% | -$191K |
|
|
TLND
5
DELISTED
Talend S.A. American Depositary Shares
TLND
| $8.56M | 1.94% | 246,131 +38,512 | +19% | +$1.34M |
|
6
PTC
PTC
$25.6B
| $8.5M | 1.93% | 154,212 +21,972 | +17% | +$1.21M |
|
7
Bio-Rad Laboratories Class A
BIO
$8.06B
| $8.02M | 1.82% | 35,456 +4,461 | +14% | +$1.01M |
|
8
HEICO
HEI
$43.4B
| $7.96M | 1.8% | 110,793 +46,665 | +73% | +$3.35M |
|
|
AFAM
9
DELISTED
Almost Family Inc
AFAM
| $7.51M | 1.7% | 121,771 +6,200 | +5% | +$382K |
|
|
NEWR
10
DELISTED
New Relic, Inc.
NEWR
| $7.32M | 1.66% | 170,078 +45,243 | +36% | +$1.95M |
|
11
Patrick Industries
PATK
$3.72B
| $7.24M | 1.64% | 99,426 +45,630 | +85% | +$3.32M |
|
|
12
Tower Semiconductor
TSEM
$6.58B
| $7.19M | 1.63% | 301,649 -260,820 | -46% | -$6.22M |
|
|
13
Ligand Pharmaceuticals
LGND
$3.15B
| $7.18M | 1.63% | +59,155 | New | +$7.18M |
|
14
Eagle Materials
EXP
$7.49B
| $7.09M | 1.61% | 76,686 +16,252 | +27% | +$1.5M |
|
|
AYX
15
DELISTED
Alteryx, Inc.
AYX
| $6.9M | 1.56% | 353,590 +333,590 | +1,668% | +$6.51M |
|
|
SUM
16
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $6.88M | 1.56% | 238,215 +67,710 | +40% | +$1.95M |
|
|
GWR
17
DELISTED
Genesee & Wyoming Inc.
GWR
| $6.82M | 1.55% | 99,733 -1,883 | -2% | -$129K |
|
18
XPO
XPO
$15.3B
| $6.65M | 1.51% | 102,926 +17,689 | +21% | +$1.14M |
|
19
Standex International
SXI
$2.46B
| $6.53M | 1.48% | 71,984 +27,069 | +60% | +$2.46M |
|
|
HMSY
20
DELISTED
HMS Holdings Corp.
HMSY
| $6.5M | 1.47% | 351,333 +78,047 | +29% | +$1.44M |
|
21
Adtalem Global Education
ATGE
$4.71B
| $6.35M | 1.44% | 167,294 -2,871 | -2% | -$109K |
|
22
Viavi Solutions
VIAV
$2.52B
| $6.31M | 1.43% | 599,273 +458,797 | +327% | +$4.83M |
|
|
JBTM
23
JBT Marel Corporation
JBTM
$7.45B
| $6.3M | 1.43% | 64,321 +3,717 | +6% | +$364K |
|
|
MSCC
24
DELISTED
Microsemi Corp
MSCC
| $6.19M | 1.4% | 132,256 +13,197 | +11% | +$618K |
|
25
PENN Entertainment
PENN
$2.95B
| $6.18M | 1.4% | 288,622 +21,999 | +8% | +$471K |
|