TCM
Tygh Capital Management Portfolio holdings
AUM
$782M
This Quarter Return
+11.6%
1 Year Return
+39.44%
3 Year Return
+251.65%
5 Year Return
+418.54%
10 Year Return
–
AUM
$591M
AUM Growth
+$591M
(+12%)
Cap. Flow
+$18.4M
Cap. Flow
% of AUM
3.12%
Top 10 Holdings %
Top 10 Hldgs %
22.58%
Holding
103
New
13
Increased
54
Reduced
20
Closed
16
Top Buys
| 1 |
NovoCure
NVCR
|
$7.85M |
| 2 |
WillScot Mobile Mini Holdings
WSC
|
$7.76M |
| 3 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
$6.57M |
| 4 |
MINI
Mobile Mini Inc
MINI
|
$6.34M |
| 5 |
Strategic Education
STRA
|
$6.18M |
Top Sells
| 1 |
AMED
Amedisys
AMED
|
$9.69M |
| 2 |
HSKA
Heska Corp
HSKA
|
$8.49M |
| 3 |
TLND
Talend S.A. American Depositary Shares
TLND
|
$8.34M |
| 4 |
XPO
XPO
|
$7.09M |
| 5 |
Box
BOX
|
$6.85M |
Sector Composition
| 1 | Industrials | 26.41% |
| 2 | Technology | 23.5% |
| 3 | Healthcare | 13.45% |
| 4 | Consumer Discretionary | 12.83% |
| 5 | Financials | 5.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
MasTec
MTZ
$14.3B
| $16.8M | 2.84% | 330,223 +2,530 | +0.8% | +$128K |
|
2
Kinsale Capital Group
KNSL
$10.7B
| $16.6M | 2.81% | 302,180 +34,965 | +13% | +$1.92M |
|
|
PRAH
3
DELISTED
PRA Health Sciences, Inc.
PRAH
| $13.6M | 2.31% | 146,076 +70,342 | +93% | +$6.57M |
|
4
Cavco Industries
CVCO
$4.2B
| $13.5M | 2.29% | 65,231 +504 | +0.8% | +$105K |
|
|
RP
5
DELISTED
RealPage, Inc.
RP
| $13.5M | 2.29% | 245,708 +88,826 | +57% | +$4.89M |
|
|
GWR
6
DELISTED
Genesee & Wyoming Inc.
GWR
| $12.4M | 2.1% | 152,391 +38,071 | +33% | +$3.1M |
|
|
MINI
7
DELISTED
Mobile Mini Inc
MINI
| $12.3M | 2.09% | 263,058 +135,080 | +106% | +$6.34M |
|
|
HEES
8
DELISTED
H&E Equipment Services
HEES
| $12.3M | 2.08% | 326,686 -52,996 | -14% | -$1.99M |
|
|
ULTI
9
DELISTED
Ultimate Software Group Inc
ULTI
| $11.4M | 1.92% | 44,176 +16,230 | +58% | +$4.18M |
|
|
10
Strategic Education
STRA
$1.94B
| $10.9M | 1.85% | 96,674 +54,670 | +130% | +$6.18M |
|
11
Winnebago Industries
WGO
$1.01B
| $10.7M | 1.82% | 264,597 +132,456 | +100% | +$5.38M |
|
12
Ligand Pharmaceuticals
LGND
$3.15B
| $10.3M | 1.75% | 49,793 -721 | -1% | -$149K |
|
13
Nice
NICE
$8.73B
| $9.99M | 1.69% | 96,277 +1,411 | +1% | +$146K |
|
|
DATA
14
DELISTED
Tableau Software, Inc.
DATA
| $9.96M | 1.69% | 101,891 +18,980 | +23% | +$1.86M |
|
15
Bio-Techne
TECH
$8.5B
| $9.91M | 1.68% | 66,955 -9,800 | -13% | -$1.45M |
|
|
ALTR
16
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $9.82M | 1.66% | 287,413 -46,251 | -14% | -$1.58M |
|
17
Bio-Rad Laboratories Class A
BIO
$8.06B
| $9.81M | 1.66% | 33,988 +12,317 | +57% | +$3.55M |
|
18
Standex International
SXI
$2.46B
| $9.46M | 1.6% | 92,580 +3,025 | +3% | +$309K |
|
19
WEX
WEX
$5.87B
| $9.22M | 1.56% | 48,417 -5,088 | -10% | -$969K |
|
20
Trade Desk
TTD
$26.7B
| $9.2M | 1.56% | 98,050 -24,061 | -20% | -$2.26M |
|
21
Littelfuse
LFUS
$6.44B
| $9.15M | 1.55% | 40,104 +6,872 | +21% | +$1.57M |
|
22
Western Alliance Bancorporation
WAL
$9.88B
| $9.09M | 1.54% | 160,488 +1,257 | +0.8% | +$71.2K |
|
23
Chart Industries
GTLS
$8.96B
| $8.9M | 1.51% | 144,336 +19,743 | +16% | +$1.22M |
|
|
ATSG
24
DELISTED
Air Transport Services Group, Inc.
ATSG
| $8.74M | 1.48% | 386,959 +2,965 | +0.8% | +$67K |
|
25
Delek US
DK
$1.67B
| $8.73M | 1.48% | 174,050 +36,011 | +26% | +$1.81M |
|