TCM
Tygh Capital Management Portfolio holdings
AUM
$782M
This Quarter Return
+23.97%
1 Year Return
+39.44%
3 Year Return
+251.65%
5 Year Return
+418.54%
10 Year Return
–
AUM
$569M
AUM Growth
+$569M
(+19%)
Cap. Flow
+$2.64M
Cap. Flow
% of AUM
0.46%
Top 10 Holdings %
Top 10 Hldgs %
24.05%
Holding
94
New
16
Increased
42
Reduced
22
Closed
14
Top Buys
| 1 |
Bio-Rad Laboratories Class A
BIO
|
$12.8M |
| 2 |
Clean Harbors
CLH
|
$9.66M |
| 3 |
Pool Corp
POOL
|
$6.23M |
| 4 |
Alamo Group
ALG
|
$6M |
| 5 |
Guidewire Software
GWRE
|
$5.87M |
Top Sells
| 1 |
ULTI
Ultimate Software Group Inc
ULTI
|
$12.8M |
| 2 |
MasTec
MTZ
|
$12.3M |
| 3 |
AMERISAFE
AMSF
|
$10.5M |
| 4 |
MLNX
Mellanox Technologies, Ltd.
MLNX
|
$9.43M |
| 5 |
Natera
NTRA
|
$6.3M |
Sector Composition
| 1 | Industrials | 28.33% |
| 2 | Technology | 26.03% |
| 3 | Healthcare | 16.33% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Financials | 4.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Kinsale Capital Group
KNSL
$10.7B
| $18.7M | 3.28% | 272,254 -35,982 | -12% | -$2.47M |
|
|
WMGI
2
DELISTED
Wright Medical Group Inc
WMGI
| $16.4M | 2.88% | 521,415 +72,609 | +16% | +$2.28M |
|
|
RP
3
DELISTED
RealPage, Inc.
RP
| $14.6M | 2.56% | 240,132 +36,875 | +18% | +$2.24M |
|
4
Euronet Worldwide
EEFT
$3.82B
| $14M | 2.45% | 97,920 -8,353 | -8% | -$1.19M |
|
|
5
Bio-Rad Laboratories Class A
BIO
$8.06B
| $12.8M | 2.25% | +41,913 | New | +$12.8M |
|
6
Bio-Techne
TECH
$8.5B
| $12.5M | 2.2% | 62,927 +10,865 | +21% | +$2.16M |
|
|
7
Guidewire Software
GWRE
$18.3B
| $12.3M | 2.16% | 126,718 +60,461 | +91% | +$5.87M |
|
8
Chart Industries
GTLS
$8.96B
| $12.2M | 2.14% | 134,591 +3,024 | +2% | +$274K |
|
9
Casella Waste Systems
CWST
$6.26B
| $11.8M | 2.08% | 332,442 +4,260 | +1% | +$151K |
|
10
Trade Desk
TTD
$26.7B
| $11.6M | 2.03% | 58,475 -13,067 | -18% | -$2.59M |
|
11
Strategic Education
STRA
$1.94B
| $11.2M | 1.97% | 85,350 -46,048 | -35% | -$6.05M |
|
12
WillScot Mobile Mini Holdings
WSC
$4.41B
| $11.1M | 1.95% | 1,000,952 +318,526 | +47% | +$3.53M |
|
13
WEX
WEX
$5.87B
| $10.7M | 1.87% | 55,518 +6,832 | +14% | +$1.31M |
|
|
HMSY
14
DELISTED
HMS Holdings Corp.
HMSY
| $10.3M | 1.81% | 347,327 -7 | -0% | -$207 |
|
15
Marriott Vacations Worldwide
VAC
$2.7B
| $10.1M | 1.78% | 108,038 +16,020 | +17% | +$1.5M |
|
16
Quanta Services
PWR
$56.3B
| $9.92M | 1.74% | 262,798 +71 | +0% | +$2.68K |
|
|
PRAH
17
DELISTED
PRA Health Sciences, Inc.
PRAH
| $9.91M | 1.74% | 89,868 +24 | +0% | +$2.65K |
|
18
Kirby Corp
KEX
$5.42B
| $9.77M | 1.72% | 130,006 +39,441 | +44% | +$2.96M |
|
|
ATSG
19
DELISTED
Air Transport Services Group, Inc.
ATSG
| $9.74M | 1.71% | 422,339 +40,546 | +11% | +$935K |
|
|
20
Clean Harbors
CLH
$13B
| $9.66M | 1.7% | +135,052 | New | +$9.66M |
|
21
Orthofix Medical
OFIX
$592M
| $9.53M | 1.68% | 168,997 +48 | +0% | +$2.71K |
|
22
SPDR S&P Biotech ETF
XBI
$5.07B
| $9.27M | 1.63% | 102,421 +39,847 | +64% | +$3.61M |
|
23
Modine Manufacturing
MOD
$7.15B
| $9M | 1.58% | 648,624 +89,345 | +16% | +$1.24M |
|
24
Bright Horizons
BFAM
$6.71B
| $8.76M | 1.54% | 68,947 +17 | +0% | +$2.16K |
|
25
ASGN Inc
ASGN
$2.38B
| $8.71M | 1.53% | 137,193 +43,261 | +46% | +$2.75M |
|