Timpani Capital Management LLC 13F 持仓 · 最近申报 2019年Q1
Timpani Capital Management 在 2019年Q1（报告期截至 2019-03-31）的 SEC 13F 申报中报告了 91 只证券，申报市值合计 2.09 亿美元。前几大持仓：CHGG（3.11%）、NGVT（2.98%）、TNDM（2.61%）。本季前 25 大持仓中：新建仓 5 只、增持 7 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CHGG | CHEGG INC | $6.5M | 3.11% | 170,466 | 减持 |
| 2 | NGVT | INGEVITY CORP | $6.2M | 2.98% | 58,991 | 减持 |
| 3 | TNDM | TANDEM DIABETES CARE INC | $5.5M | 2.61% | 85,946 | 增持 |
| 4 | FIVN | FIVE9 INC | $5.4M | 2.60% | 103,011 | 减持 |
| 5 | MMSI | MERIT MED SYS INC COM | $5.4M | 2.59% | 87,508 | 减持 |
| 6 | PLNT | PLANET FITNESS INC | $5.2M | 2.49% | 75,851 | 增持 |
| 7 | RP | REALPAGE INC | $4.7M | 2.24% | 77,204 | 增持 |
| 8 | STRA | STRATEGIC EDUCATION | $4.6M | 2.20% | 35,086 | 减持 |
| 9 | TWOU | 2U INC | $4.6M | 2.20% | 65,041 | 增持 |
| 10 | ARRY1 | ARRAY BIOPHARMA | $4.6M | 2.18% | 187,268 | 新建仓 |
| 11 | RNG | RINGCENTRAL INC CL A | $4.4M | 2.09% | 40,553 | 减持 |
| 12 | CDNA | CAREDX INC | $4.3M | 2.05% | 136,167 | 增持 |
| 13 | LHCG | LHC Group | $4.3M | 2.04% | 38,569 | 减持 |
| 14 | VCEL | VERICEL CORPORATION | $4.2M | 1.99% | 238,013 | 减持 |
| 15 | SSTI | SHOTSPOTTER INC | $4.1M | 1.95% | 105,746 | 增持 |
| 16 | TREE | LENDINGTREE INC | $4.1M | 1.95% | 11,625 | 新建仓 |
| 17 | WK | WORKIVA INC | $4.0M | 1.90% | 78,395 | 新建仓 |
| 18 | HEI | HEICO CORPORATION | $3.6M | 1.72% | 37,917 | 减持 |
| 19 | MRCY | MERCURY SYSTEMS INC | $3.6M | 1.72% | 56,279 | 减持 |
| 20 | WNS | WNS HOLDINGS INC | $3.5M | 1.67% | 65,684 | 减持 |
| 21 | LOPE | GRAND CANYON ED INC COM | $3.2M | 1.53% | 27,954 | 减持 |
| 22 | TPICQ | TPI COMPOSITES | $3.1M | 1.47% | 107,366 | 增持 |
| 23 | ZS | ZSCALER | $3.0M | 1.45% | 42,726 | 新建仓 |
| 24 | BJ | BJ'S WHOLESALE | $3.0M | 1.43% | 108,889 | 减持 |
| 25 | GKOS | GLAUKOS CORP | $2.9M | 1.40% | 37,394 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2019-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR