Estatísticas Básicas
| Valor do Portfólio | $ 209,217,000 |
| Posições Atuais | 91 |
Últimas Participações, Desempenho, AUM (de 13F, 13D)
Timpani Capital Management LLC divulgou 91 participações totais em seus últimos arquivamentos da SEC. O valor mais recente da carteira é calculado como $ 209,217,000 USD. O Ativo Total Sob Gestão (AUM) é esse valor mais o caixa (que não é divulgado). As principais posições de Timpani Capital Management LLC são Chegg, Inc. (US:CHGG) , Ingevity Corporation (US:NGVT) , Tandem Diabetes Care, Inc. (US:TNDM) , Five9, Inc. (US:FIVN) , and Merit Medical Systems, Inc. (US:MMSI) . As novas posições de Timpani Capital Management LLC incluem Array BioPharma, Inc. (US:) , Workiva Inc. (US:WK) , Zscaler, Inc. (US:ZS) , Novanta Inc. (US:NOVT) , and Chart Industries, Inc. (US:GTLS) .
Maiores Aumentos Este Trimestre
Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.
| Ativo | Ações (MM) |
Valor (MM$) |
% do Portfólio | Δ% do Portfólio |
|---|---|---|---|---|
| 0.17 | 6.50 | 3.1059 | 3.1059 | |
| 0.09 | 5.46 | 2.6088 | 2.6088 | |
| 0.10 | 5.44 | 2.6011 | 2.6011 | |
| 0.09 | 5.41 | 2.5863 | 2.5863 | |
| 0.04 | 4.61 | 2.2020 | 2.2020 | |
| 0.19 | 4.57 | 2.1824 | 2.1824 | |
| 0.04 | 4.28 | 2.0438 | 2.0438 | |
| 0.01 | 4.09 | 1.9535 | 1.9535 | |
| 0.11 | 4.08 | 1.9511 | 1.9511 | |
| 0.08 | 3.98 | 1.8999 | 1.8999 |
Maiores Diminuições Este Trimestre
Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.
| Ativo | Ações (MM) |
Valor (MM$) |
% do Portfólio | Δ% do Portfólio |
|---|---|---|---|---|
| 0.00 | 0.00 | -3.7521 | ||
| 0.00 | 0.00 | -2.0631 | ||
| 0.00 | 0.00 | -1.9279 | ||
| 0.00 | 0.00 | -1.6537 | ||
| 0.00 | 0.00 | -1.5046 | ||
| 0.00 | 0.00 | -1.1019 | ||
| 0.03 | 1.63 | 0.7810 | -1.0791 | |
| 0.00 | 0.00 | -1.0531 | ||
| 0.00 | 0.00 | -0.8417 | ||
| 0.00 | 0.00 | -0.7116 |
Arquivamentos 13F e Fundo
Este formulário foi arquivado em 2019-05-10 para o período de relatório 2019-03-31. Clique no ícone de link para ver o histórico completo da transação.
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| Ativo | Tipo | Preço Médio por Ação | Ações (MM) |
ΔAções (%) |
Valor ($MM) |
ΔAções (%) |
Portfólio (%) |
ΔPortfólio (%) |
|
|---|---|---|---|---|---|---|---|---|---|
| CHGG / Chegg, Inc. | 0.17 | -2.95 | 6.50 | 30.17 | 3.1059 | 3.1059 | |||
| NGVT / Ingevity Corporation | 0.06 | -9.93 | 6.23 | 13.67 | 2.9778 | -0.0958 | |||
| TNDM / Tandem Diabetes Care, Inc. | 0.09 | 49.68 | 5.46 | 150.37 | 2.6088 | 2.6088 | |||
| FIVN / Five9, Inc. | 0.10 | -13.53 | 5.44 | 4.49 | 2.6011 | 2.6011 | |||
| MMSI / Merit Medical Systems, Inc. | 0.09 | -20.26 | 5.41 | -11.66 | 2.5863 | 2.5863 | |||
| PLNT / Planet Fitness, Inc. | 0.08 | 4.98 | 5.21 | 34.54 | 2.4912 | 0.3188 | |||
| US75606N1090 / RealPage Inc | 0.08 | 22.51 | 4.69 | 54.30 | 2.2398 | 0.5367 | |||
| TWOU / 2U, Inc. | 0.07 | 31.97 | 4.61 | 88.08 | 2.2025 | 0.8286 | |||
| STRA / Strategic Education, Inc. | 0.04 | -9.97 | 4.61 | 4.23 | 2.2020 | 2.2020 | |||
| / Array BioPharma, Inc. | 0.19 | 4.57 | 2.1824 | 2.1824 | |||||
| RNG / RingCentral, Inc. | 0.04 | -29.92 | 4.37 | -8.34 | 2.0897 | -0.5852 | |||
| CDNA / CareDx, Inc | 0.14 | 10.98 | 4.29 | 39.12 | 2.0515 | 0.3215 | |||
| LHCG / LHC Group Inc | 0.04 | -27.05 | 4.28 | -13.84 | 2.0438 | 2.0438 | |||
| VCEL / Vericel Corporation | 0.24 | -3.00 | 4.17 | -2.37 | 1.9922 | -0.4018 | |||
| TREE / LendingTree, Inc. | 0.01 | 4.09 | 1.9535 | 1.9535 | |||||
| SSTI / SoundThinking, Inc. | 0.11 | 7.72 | 4.08 | 33.36 | 1.9511 | 1.9511 | |||
| WK / Workiva Inc. | 0.08 | 3.98 | 1.8999 | 1.8999 | |||||
| MRCY / Mercury Systems, Inc. | 0.06 | -2.96 | 3.61 | 31.46 | 1.7236 | 1.7236 | |||
| HEI / HEICO Corporation | 0.04 | -3.13 | 3.60 | 18.60 | 1.7193 | 0.0184 | |||
| WNS / WNS (Holdings) Limited | 0.07 | -15.54 | 3.50 | 9.04 | 1.6724 | 1.6724 | |||
| LOPE / Grand Canyon Education, Inc. | 0.03 | -6.56 | 3.20 | 11.30 | 1.5300 | -0.0828 | |||
| TPIC / TPI Composites, Inc. | 0.11 | 22.19 | 3.07 | 42.27 | 1.4688 | 0.2575 | |||
| ZS / Zscaler, Inc. | 0.04 | 3.03 | 1.4487 | 1.4487 | |||||
| BJ / BJ's Wholesale Club Holdings, Inc. | 0.11 | -4.42 | 2.98 | 18.18 | 1.4263 | 0.0103 | |||
| GKOS / Glaukos Corporation | 0.04 | 2.93 | 1.4009 | 1.4009 | |||||
| EEFT / Euronet Worldwide, Inc. | 0.02 | 4.82 | 2.90 | 45.99 | 1.3837 | 1.3837 | |||
| OMCL / Omnicell, Inc. | 0.03 | -12.47 | 2.76 | 15.55 | 1.3178 | -0.0202 | |||
| 98235T107 / Wright Medical Group N.V. | 0.09 | 12.73 | 2.76 | 30.25 | 1.3173 | 1.3173 | |||
| NOVT / Novanta Inc. | 0.03 | 2.74 | 1.3111 | 1.3111 | |||||
| GTLS / Chart Industries, Inc. | 0.03 | 2.71 | 1.2943 | 1.2943 | |||||
| EVBG / Everbridge, Inc. | 0.04 | 25.66 | 2.70 | 66.03 | 1.2896 | 1.2896 | |||
| ODFL / Old Dominion Freight Line, Inc. | 0.02 | -2.86 | 2.69 | 13.62 | 1.2881 | -0.0420 | |||
| VCYT / Veracyte, Inc. | 0.11 | 40.91 | 2.68 | 180.21 | 1.2791 | 0.7435 | |||
| SMPL / The Simply Good Foods Company | 0.13 | 15.34 | 2.62 | 25.66 | 1.2523 | 1.2523 | |||
| AMED / Amedisys, Inc. | 0.02 | 117.30 | 2.57 | 128.70 | 1.2265 | 0.5973 | |||
| TWLO / Twilio Inc. | 0.02 | -2.34 | 2.54 | 41.25 | 1.2145 | 0.2057 | |||
| GDS / GDS Holdings Limited - Depositary Receipt (Common Stock) | 0.07 | 246.01 | 2.52 | 434.75 | 1.2064 | 1.2064 | |||
| APPF / AppFolio, Inc. | 0.03 | 2.40 | 1.1462 | 1.1462 | |||||
| FNKO / Funko, Inc. | 0.11 | 2.40 | 1.1457 | 1.1457 | |||||
| AGS / AGS LLC | 0.10 | 45.12 | 2.40 | 50.94 | 1.1457 | 1.1457 | |||
| PEN / Penumbra, Inc. | 0.02 | -28.17 | 2.39 | -13.58 | 1.1409 | -0.4079 | |||
| TTD / The Trade Desk, Inc. | 0.01 | 2.32 | 1.1070 | 1.1070 | |||||
| TCMD / Tactile Systems Technology, Inc. | 0.04 | -20.18 | 2.31 | -7.62 | 1.1065 | 1.1065 | |||
| US3798901068 / Glu Mobile Inc. | 0.20 | 25.66 | 2.14 | 70.33 | 1.0210 | 0.3177 | |||
| NDLS / Noodles & Company | 0.31 | -8.48 | 2.09 | -10.96 | 0.9975 | -0.3169 | |||
| BLD / TopBuild Corp. | 0.03 | 1.93 | 0.9230 | 0.9230 | |||||
| CCMP / CMC Materials Inc | 0.02 | 139.38 | 1.80 | 181.00 | 0.8623 | 0.5022 | |||
| NICE / NICE Ltd. - Depositary Receipt (Common Stock) | 0.01 | -27.52 | 1.75 | -17.91 | 0.8369 | 0.8369 | |||
| ADUS / Addus HomeCare Corporation | 0.03 | -47.42 | 1.63 | -50.74 | 0.7810 | -1.0791 | |||
| INSP / Inspire Medical Systems, Inc. | 0.03 | 1.63 | 0.7805 | 0.7805 | |||||
| MTZ / MasTec, Inc. | 0.03 | 1.56 | 0.7471 | 0.7471 | |||||
| PVTL / Pivotal Software, Inc. | 0.07 | 1.56 | 0.7456 | 0.7456 | |||||
| OLLI / Ollie's Bargain Outlet Holdings, Inc. | 0.02 | -44.88 | 1.54 | -29.30 | 0.7346 | 0.7346 | |||
| RAMP / LiveRamp Holdings, Inc. | 0.03 | 1.53 | 0.7332 | 0.7332 | |||||
| TDOC / Teladoc Health, Inc. | 0.03 | 43.13 | 1.49 | 60.54 | 0.7136 | 0.1921 | |||
| WLDN / Willdan Group, Inc. | 0.04 | 3.08 | 1.42 | 9.24 | 0.6778 | 0.6778 | |||
| TREX / Trex Company, Inc. | 0.02 | 1.40 | 0.6711 | 0.6711 | |||||
| CLB / Core Laboratories Inc. | 0.02 | 1.39 | 0.6625 | 0.6625 | |||||
| THS / TreeHouse Foods, Inc. | 0.02 | 47.75 | 1.36 | 88.12 | 0.6510 | 0.2450 | |||
| OPRX / OptimizeRx Corporation | 0.11 | -3.30 | 1.34 | 12.08 | 0.6386 | 0.6386 | |||
| LOVE / The Lovesac Company | 0.05 | -2.85 | 1.31 | 17.77 | 0.6271 | 0.0024 | |||
| BOOT / Boot Barn Holdings, Inc. | 0.04 | -3.07 | 1.29 | 67.62 | 0.6161 | 0.6161 | |||
| TEUM / Pareteum Corp | 0.28 | 1.25 | 0.5994 | 0.5994 | |||||
| BNFT / Benefitfocus Inc | 0.02 | 1.24 | 0.5908 | 0.5908 | |||||
| RDWR / Radware Ltd. | 0.05 | -16.16 | 1.21 | -3.52 | 0.5760 | -0.1244 | |||
| US09739C1027 / Boingo Wireless Inc | 0.05 | 21.08 | 1.18 | 37.04 | 0.5659 | 0.5659 | |||
| LGIH / LGI Homes, Inc. | 0.02 | 1.17 | 0.5583 | 0.5583 | |||||
| SMAR / Smartsheet Inc. | 0.03 | 1.13 | 0.5401 | 0.5401 | |||||
| BGSF / BGSF, Inc. | 0.05 | -19.06 | 1.13 | -14.35 | 0.5392 | -0.1994 | |||
| NVEE / NV5 Global, Inc. | 0.02 | -23.68 | 1.12 | -25.18 | 0.5368 | 0.5368 | |||
| CCS / Century Communities, Inc. | 0.05 | 1.12 | 0.5358 | 0.5358 | |||||
| SAIL / SailPoint, Inc. | 0.04 | 1.09 | 0.5196 | 0.5196 | |||||
| PSTG / Pure Storage, Inc. | 0.05 | 1.06 | 0.5081 | 0.5081 | |||||
| LPLA / LPL Financial Holdings Inc. | 0.01 | -2.94 | 1.03 | 10.72 | 0.4937 | 0.4937 | |||
| INT / World Fuel Services Corp. | 0.04 | 1.02 | 0.4885 | 0.4885 | |||||
| IRMD / IRADIMED CORPORATION | 0.03 | -17.68 | 0.96 | -5.50 | 0.4603 | 0.4603 | |||
| MTDR / Matador Resources Company | 0.05 | 0.96 | 0.4598 | 0.4598 | |||||
| PODD / Insulet Corporation | 0.01 | -61.65 | 0.92 | -54.03 | 0.4388 | 0.4388 | |||
| / | 0.18 | 34.99 | 0.90 | 46.64 | 0.4283 | 0.4283 | |||
| MIME / Mimecast Ltd | 0.02 | -2.79 | 0.73 | 36.94 | 0.3508 | 0.0503 | |||
| RCM / R1 RCM Inc. | 0.08 | -52.23 | 0.73 | -41.94 | 0.3494 | 0.3494 | |||
| PETQ / PetIQ, Inc. | 0.02 | -59.11 | 0.72 | -45.27 | 0.3432 | -0.3926 | |||
| AMOT / Allied Motion Technologies Inc | 0.02 | -48.74 | 0.62 | -60.57 | 0.2978 | 0.2978 | |||
| GOOS / Canada Goose Holdings Inc. | 0.01 | -79.00 | 0.56 | -76.93 | 0.2691 | 0.2691 | |||
| FTCH / Farfetch Limited | 0.02 | 0.55 | 0.2605 | 0.2605 | |||||
| ENSG / The Ensign Group, Inc. | 0.01 | 0.54 | 0.2571 | 0.2571 | |||||
| FOXF / Fox Factory Holding Corp. | 0.01 | 0.52 | 0.2505 | 0.2505 | |||||
| FLNT / Fluent, Inc. | 0.07 | 0.41 | 0.1945 | 0.1945 | |||||
| YETI / YETI Holdings, Inc. | 0.01 | 0.40 | 0.1907 | 0.1907 | |||||
| EGAN / eGain Corporation | 0.03 | 0.28 | 0.1357 | 0.1357 | |||||
| APPS / Digital Turbine, Inc. | 0.06 | 0.21 | 0.0989 | 0.0989 | |||||
| RUTH / Ruths Hospitality Group Inc | 0.00 | -100.00 | 0.00 | -100.00 | 0.0000 | 0.0000 | |||
| TRHC / Tabula Rasa HealthCare Inc | 0.00 | -100.00 | 0.00 | -100.00 | 0.0000 | 0.0000 | |||
| US04650Y1001 / At Home Group Inc | 0.00 | -100.00 | 0.00 | -100.00 | -0.1783 | ||||
| SITE / SiteOne Landscape Supply, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -0.3275 | ||||
| CENT / Central Garden & Pet Company | 0.00 | -100.00 | 0.00 | -100.00 | -0.8417 | ||||
| GDOT / Green Dot Corporation | 0.00 | -100.00 | 0.00 | -100.00 | -3.7521 | ||||
| GNRC / Generac Holdings Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.9279 | ||||
| JAZZ / Jazz Pharmaceuticals plc | 0.00 | -100.00 | 0.00 | -100.00 | -0.7116 | ||||
| MPWR / Monolithic Power Systems, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -0.6163 | ||||
| US3024451011 / FLIR Systems, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.0531 | ||||
| EXPO / Exponent, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | 0.0000 | 0.0000 | |||
| CTLP / Cantaloupe, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | 0.0000 | 0.0000 | |||
| BCOR / Grayscale Funds Trust - Grayscale Bitcoin Adopters ETF | 0.00 | -100.00 | 0.00 | -100.00 | 0.0000 | 0.0000 | |||
| PLCE / The Children's Place, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | 0.0000 | 0.0000 | |||
| PGTI / PGT Innovations, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.1019 | ||||
| PCRX / Pacira BioSciences, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | 0.0000 | 0.0000 | |||
| LTRX / Lantronix, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -0.0796 | ||||
| ICLR / ICON Public Limited Company | 0.00 | -100.00 | 0.00 | -100.00 | -0.5456 | ||||
| ASPU / Aspen Group, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -0.1486 | ||||
| INGN / Inogen, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.5046 | ||||
| PRMW / Primo Water Corporation | 0.00 | -100.00 | 0.00 | -100.00 | 0.0000 | 0.0000 | |||
| VRNS / Varonis Systems, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | -1.6537 | ||||
| ENS / EnerSys | 0.00 | -100.00 | 0.00 | -100.00 | 0.0000 | 0.0000 | |||
| LGND / Ligand Pharmaceuticals Incorporated | 0.00 | -100.00 | 0.00 | -100.00 | -2.0631 | ||||
| EYE / National Vision Holdings, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | 0.0000 | 0.0000 | |||
| COUP / Coupa Software Inc | 0.00 | -100.00 | 0.00 | -100.00 | 0.0000 | 0.0000 | |||
| BJRI / BJ's Restaurants, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | 0.0000 | 0.0000 | |||
| EPAY / Bottomline Technologies (Delaware) Inc | 0.00 | -100.00 | 0.00 | -100.00 | 0.0000 | 0.0000 |
