TCM
Tygh Capital Management Portfolio holdings
AUM
$782M
This Quarter Return
+4.28%
1 Year Return
+39.44%
3 Year Return
+251.65%
5 Year Return
+418.54%
10 Year Return
–
AUM
$739M
AUM Growth
+$739M
(+0.67%)
Cap. Flow
+$1.79M
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
22.99%
Holding
106
New
18
Increased
48
Reduced
21
Closed
19
Top Buys
| 1 |
Clean Harbors
CLH
|
$13.7M |
| 2 |
Casella Waste Systems
CWST
|
$12.3M |
| 3 |
BlackLine
BL
|
$12M |
| 4 |
FOCS
Focus Financial Partners Inc. Class A
FOCS
|
$11.9M |
| 5 |
Aspen Aerogels
ASPN
|
$9.49M |
Top Sells
| 1 |
Kirby Corp
KEX
|
$9.27M |
| 2 |
Element Solutions
ESI
|
$8.66M |
| 3 |
Bio-Rad Laboratories Class A
BIO
|
$7.78M |
| 4 |
PACW
PacWest Bancorp
PACW
|
$7.48M |
| 5 |
MSC Industrial Direct
MSM
|
$7.4M |
Sector Composition
| 1 | Technology | 31.59% |
| 2 | Healthcare | 21.24% |
| 3 | Industrials | 20.95% |
| 4 | Consumer Discretionary | 13.29% |
| 5 | Financials | 6.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Icon
ICLR
$13.8B
| $23M | 3.11% | 87,794 -10,212 | -10% | -$2.68M |
|
2
Western Alliance Bancorporation
WAL
$9.88B
| $20.1M | 2.71% | 184,355 +30,242 | +20% | +$3.29M |
|
3
ASGN Inc
ASGN
$2.38B
| $19.8M | 2.67% | 174,652 +2,389 | +1% | +$270K |
|
4
WillScot Mobile Mini Holdings
WSC
$4.41B
| $19M | 2.58% | 600,491 +8,172 | +1% | +$259K |
|
5
Onto Innovation
ONTO
$5.19B
| $16.2M | 2.19% | 224,224 +40,548 | +22% | +$2.93M |
|
6
Rapid7
RPD
$1.34B
| $15.3M | 2.07% | 135,648 +26,735 | +25% | +$3.02M |
|
7
Champion Homes, Inc.
SKY
$4.26B
| $15.1M | 2.05% | 252,103 +3,441 | +1% | +$207K |
|
8
Cavco Industries
CVCO
$4.2B
| $14.7M | 1.99% | 62,057 +848 | +1% | +$201K |
|
|
9
Clean Harbors
CLH
$13B
| $13.7M | 1.85% | +131,964 | New | +$13.7M |
|
10
Chart Industries
GTLS
$8.96B
| $12.9M | 1.75% | 67,757 +923 | +1% | +$176K |
|
11
Planet Fitness
PLNT
$8.79B
| $12.7M | 1.72% | 161,882 +2,211 | +1% | +$174K |
|
|
12
Casella Waste Systems
CWST
$6.26B
| $12.3M | 1.67% | +162,057 | New | +$12.3M |
|
13
HCI Group
HCI
$2.16B
| $12.2M | 1.65% | 109,806 +48,425 | +79% | +$5.36M |
|
|
14
BlackLine
BL
$3.36B
| $12M | 1.62% | +101,422 | New | +$12M |
|
|
FOCS
15
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $11.9M | 1.61% | +227,586 | New | +$11.9M |
|
16
SiTime
SITM
$6.28B
| $11.5M | 1.55% | 56,179 +18,948 | +51% | +$3.87M |
|
|
17
Aspen Aerogels
ASPN
$563M
| $11.4M | 1.55% | 248,357 +206,258 | +490% | +$9.49M |
|
18
Columbus McKinnon
CMCO
$430M
| $11.4M | 1.54% | 235,123 +41,421 | +21% | +$2M |
|
19
Natera
NTRA
$23.1B
| $11M | 1.49% | 98,622 -28,141 | -22% | -$3.14M |
|
20
Commault Systems
CVLT
$8.3B
| $10.9M | 1.47% | 144,685 -51,742 | -26% | -$3.9M |
|
21
Viavi Solutions
VIAV
$2.52B
| $10.9M | 1.47% | 690,214 +9,379 | +1% | +$148K |
|
22
Tower Semiconductor
TSEM
$6.58B
| $10.7M | 1.45% | 358,517 +86,863 | +32% | +$2.6M |
|
23
TFI International
TFII
$7.87B
| $10.7M | 1.44% | 104,314 -21,788 | -17% | -$2.23M |
|
24
EXL Service
EXLS
$7.07B
| $10.6M | 1.43% | 86,136 +1,168 | +1% | +$144K |
|
25
Innospec
IOSP
$2.18B
| $10.5M | 1.42% | 125,019 -18,313 | -13% | -$1.54M |
|