Timpani Capital Management LLC 13F Holdings · last filed Q1 2019
Timpani Capital Management LLC reported 91 securities worth $209.22M in its SEC 13F filing for Q1 2019 (period ended 2019-03-31). Top holdings: CHGG (3.11%), NGVT (2.98%), TNDM (2.61%). Among its top 25 positions this quarter: 5 new, 7 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CHGG | CHEGG INC | $6.5M | 3.11% | 170,466 | Trimmed |
| 2 | NGVT | INGEVITY CORP | $6.2M | 2.98% | 58,991 | Trimmed |
| 3 | TNDM | TANDEM DIABETES CARE INC | $5.5M | 2.61% | 85,946 | Added |
| 4 | FIVN | FIVE9 INC | $5.4M | 2.60% | 103,011 | Trimmed |
| 5 | MMSI | MERIT MED SYS INC COM | $5.4M | 2.59% | 87,508 | Trimmed |
| 6 | PLNT | PLANET FITNESS INC | $5.2M | 2.49% | 75,851 | Added |
| 7 | RP | REALPAGE INC | $4.7M | 2.24% | 77,204 | Added |
| 8 | STRA | STRATEGIC EDUCATION | $4.6M | 2.20% | 35,086 | Trimmed |
| 9 | TWOU | 2U INC | $4.6M | 2.20% | 65,041 | Added |
| 10 | ARRY1 | ARRAY BIOPHARMA | $4.6M | 2.18% | 187,268 | New |
| 11 | RNG | RINGCENTRAL INC CL A | $4.4M | 2.09% | 40,553 | Trimmed |
| 12 | CDNA | CAREDX INC | $4.3M | 2.05% | 136,167 | Added |
| 13 | LHCG | LHC Group | $4.3M | 2.04% | 38,569 | Trimmed |
| 14 | VCEL | VERICEL CORPORATION | $4.2M | 1.99% | 238,013 | Trimmed |
| 15 | SSTI | SHOTSPOTTER INC | $4.1M | 1.95% | 105,746 | Added |
| 16 | TREE | LENDINGTREE INC | $4.1M | 1.95% | 11,625 | New |
| 17 | WK | WORKIVA INC | $4.0M | 1.90% | 78,395 | New |
| 18 | HEI | HEICO CORPORATION | $3.6M | 1.72% | 37,917 | Trimmed |
| 19 | MRCY | MERCURY SYSTEMS INC | $3.6M | 1.72% | 56,279 | Trimmed |
| 20 | WNS | WNS HOLDINGS INC | $3.5M | 1.67% | 65,684 | Trimmed |
| 21 | LOPE | GRAND CANYON ED INC COM | $3.2M | 1.53% | 27,954 | Trimmed |
| 22 | TPICQ | TPI COMPOSITES | $3.1M | 1.47% | 107,366 | Added |
| 23 | ZS | ZSCALER | $3.0M | 1.45% | 42,726 | New |
| 24 | BJ | BJ'S WHOLESALE | $3.0M | 1.43% | 108,889 | Trimmed |
| 25 | GKOS | GLAUKOS CORP | $2.9M | 1.40% | 37,394 | New |
Source: SEC Form 13F filings · as of 2019-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR