TCM
Tygh Capital Management Portfolio holdings
AUM
$782M
This Quarter Return
+9.1%
1 Year Return
+39.44%
3 Year Return
+251.65%
5 Year Return
+418.54%
10 Year Return
–
AUM
$500M
AUM Growth
+$500M
(+13%)
Cap. Flow
+$28M
Cap. Flow
% of AUM
5.6%
Top 10 Holdings %
Top 10 Hldgs %
21.17%
Holding
102
New
15
Increased
49
Reduced
24
Closed
14
Top Buys
| 1 |
HEES
H&E Equipment Services
HEES
|
$9.09M |
| 2 |
NVRO
NEVRO CORP.
NVRO
|
$6.64M |
| 3 |
Acadia Healthcare
ACHC
|
$6.48M |
| 4 |
ULTI
Ultimate Software Group Inc
ULTI
|
$6.23M |
| 5 |
Granite Construction
GVA
|
$5.78M |
Top Sells
| 1 |
HEICO
HEI
|
$7.96M |
| 2 |
AFAM
Almost Family Inc
AFAM
|
$7.51M |
| 3 |
JBTM
JBT Marel Corporation
JBTM
|
$6.3M |
| 4 |
AYX
Alteryx, Inc.
AYX
|
$5.88M |
| 5 |
Booz Allen Hamilton
BAH
|
$5.34M |
Sector Composition
| 1 | Technology | 26.6% |
| 2 | Industrials | 26.52% |
| 3 | Healthcare | 15.57% |
| 4 | Consumer Discretionary | 6.91% |
| 5 | Financials | 6.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
MasTec
MTZ
$14.3B
| $14.6M | 2.93% | 315,614 +21,698 | +7% | +$1.01M |
|
2
Lumentum
LITE
$9.28B
| $12.3M | 2.45% | 225,819 +9,698 | +4% | +$527K |
|
3
Dycom Industries
DY
$7.31B
| $10.8M | 2.15% | 125,347 +8,668 | +7% | +$744K |
|
4
Ligand Pharmaceuticals
LGND
$3.15B
| $10.6M | 2.12% | 77,767 +18,612 | +31% | +$2.53M |
|
5
Kinsale Capital Group
KNSL
$10.7B
| $10.5M | 2.11% | 244,153 +8,346 | +4% | +$360K |
|
|
SUM
6
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $9.71M | 1.94% | 303,173 +64,958 | +27% | +$2.08M |
|
7
Icon
ICLR
$13.8B
| $9.68M | 1.93% | 85,006 +37,240 | +78% | +$4.24M |
|
8
Coherent
COHR
$14.1B
| $9.37M | 1.87% | 227,581 +86,851 | +62% | +$3.57M |
|
|
GWR
9
DELISTED
Genesee & Wyoming Inc.
GWR
| $9.3M | 1.86% | 125,643 +25,910 | +26% | +$1.92M |
|
|
HEES
10
DELISTED
H&E Equipment Services
HEES
| $9.09M | 1.82% | +311,293 | New | +$9.09M |
|
|
11
Acadia Healthcare
ACHC
$2.12B
| $9.08M | 1.81% | 190,012 +135,677 | +250% | +$6.48M |
|
12
ACI Worldwide
ACIW
$5.09B
| $8.93M | 1.78% | 391,905 +144,582 | +58% | +$3.29M |
|
|
COHR
13
DELISTED
Coherent Inc
COHR
| $8.39M | 1.68% | 35,672 +9,529 | +36% | +$2.24M |
|
14
Western Alliance Bancorporation
WAL
$9.88B
| $8.28M | 1.65% | 155,936 +30,975 | +25% | +$1.64M |
|
|
ENV
15
DELISTED
ENVESTNET, INC.
ENV
| $8.24M | 1.65% | 161,483 +11,182 | +7% | +$570K |
|
16
Standex International
SXI
$2.46B
| $8.21M | 1.64% | 77,329 +5,345 | +7% | +$568K |
|
17
XPO
XPO
$15.3B
| $8.14M | 1.63% | 120,066 +17,140 | +17% | +$1.16M |
|
18
Nice
NICE
$8.73B
| $7.55M | 1.51% | 92,906 +34,320 | +59% | +$2.79M |
|
|
HMSY
19
DELISTED
HMS Holdings Corp.
HMSY
| $7.49M | 1.5% | 376,894 +25,561 | +7% | +$508K |
|
20
Bio-Techne
TECH
$8.5B
| $7.47M | 1.49% | 61,813 +22,238 | +56% | +$2.69M |
|
|
AAWW
21
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $7.42M | 1.48% | 112,790 +42,808 | +61% | +$2.82M |
|
|
MSCC
22
DELISTED
Microsemi Corp
MSCC
| $7.31M | 1.46% | 142,082 +9,826 | +7% | +$506K |
|
23
Casella Waste Systems
CWST
$6.26B
| $7.25M | 1.45% | 385,652 +78,572 | +26% | +$1.48M |
|
|
CONE
24
DELISTED
CyrusOne Inc Common Stock
CONE
| $7.2M | 1.44% | 122,196 +29,389 | +32% | +$1.73M |
|
25
Cavco Industries
CVCO
$4.2B
| $6.96M | 1.39% | 47,143 +10,597 | +29% | +$1.56M |
|