Tygh Capital Management, Inc.

CIK

1308001

Location

PORTLAND, OR

Portfolio Value

Small $638,813,953

Diversification

Diversified

Filing Date

Global Rank

#1,829 / 6,777 ▼ 131 · as of Dec 2021

Top Industry

Information Technology Services 8.3%

3Y Alpha vs SPY

+0.4%

Period ended 4 years ago

Filed Feb 10, 2022 · 4y

8 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+77.1%

SPY

+76.0%

Annualised alpha

+0.3%

Max drawdown

−29.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

71 positions · as of Dec 31, 2021 · Δ vs Sep 30, 2021

Top Position

4.0%

−1.2 pts

Top 5

17.0%

−0.7 pts

Top 10

30.6%

+1.5 pts

HHI

201

Diversified+14

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2021

Sector	% Portfolio	Value	Positions
Technology	34.4%	$219,533,782	18
Consumer Cyclical	21.0%	$134,132,996	13
Industrials	20.8%	$132,942,669	12
Healthcare	14.6%	$93,339,754	21
Financial Services	6.4%	$41,057,074	4
Basic Materials	2.8%	$17,807,678	3

Last Quarter's Activity

Export CSV

Dec 31, 2021 vs Sep 30, 2021

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
INDI	indie Semiconductor, Inc.	+408,490	863,036	$10,347,801
COHU	Cohu Inc	+166,536	334,607	$12,745,180
G	Genpact LTD	+98,745	310,578	$16,485,480
ESI	Element Solutions Inc	+82,463	439,664	$10,675,041
GOOS	Canada Goose Holdings Inc.	+70,987	327,355	$12,131,776
THRM	Gentherm Inc	+65,279	138,556	$12,040,516
FN	Fabrinet	+49,495	140,179	$16,607,006
PLNT	Planet Fitness, Inc.	+46,331	208,213	$18,859,933
TSEM	Tower Semiconductor Ltd	+39,223	397,740	$15,782,323
PGNY	Progyny, Inc.	+38,167	193,096	$9,722,383
TFII	TFI International Inc.	+30,829	135,143	$15,150,881
CMCO	Columbus Mckinnon Corp	+30,540	265,663	$12,289,570
WSC	WillScot Holdings Corp	+28,722	629,213	$25,697,058
PCRX	Pacira BioSciences, Inc.	+26,614	181,055	$10,894,079
GTLS	Chart Industries Inc	+22,708	90,465	$14,428,262
MMS	Maximus, Inc.	+20,775	108,548	$8,648,019
CACI	Caci International Inc /De/	+14,953	45,049	$12,127,641
LFUS	Littelfuse Inc /De	+13,980	49,821	$15,677,672
NTRA	Natera, Inc.	+6,817	105,439	$9,846,948
VIAV	Viavi Solutions Inc.	+4,635	694,849	$12,243,239
TECH	BIO-TECHNE Corp	+2,700	17,520	$2,265,949
SKY	Champion Homes, Inc.	+2,234	254,337	$20,087,536
CLH	Clean Harbors Inc	+1,303	133,267	$13,296,048
RPD	Rapid7, Inc.	+1,196	136,844	$16,105,170
LMAT	Lemaitre Vascular Inc	+849	126,100	$6,334,003
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HQY	Healthequity, Inc.	−130,838	13,300	$588,392
STRL	Sterling Infrastructure, Inc.	−114,480	253,252	$6,660,527
CWST	Casella Waste Systems Inc	−92,386	69,671	$5,951,296
OOMA	Ooma Inc	−63,753	367,325	$7,508,123
COLM	Columbia Sportswear Co	−62,490	30,000	$2,923,200
KALU	Kaiser Aluminum Corp	−58,592	9,367	$879,935
IOSP	Innospec Inc.	−55,806	69,213	$6,252,702
WAL	Western Alliance Bancorporation	−50,843	133,512	$14,372,566
ASPN	Aspen Aerogels Inc	−50,115	198,242	$9,870,469
LSCC	Lattice Semiconductor Corp	−39,370	76,215	$5,873,127
HCI	HCI Group, Inc.	−36,979	72,827	$6,083,967
KLIC	Kulicke & Soffa Industries Inc	−33,756	144,929	$8,774,001
BL	Blackline, Inc.	−33,321	68,101	$7,051,177
DIOD	Diodes Inc /Del/	−32,994	75,986	$8,344,022
LQDT	Liquidity Services Inc	−31,377	449,148	$9,917,187
ICLR	Icon PLC	−26,957	60,837	$18,841,218
SITM	SITIME Corp	−26,466	29,713	$8,692,241
RVLV	Revolve Group, Inc.	−20,590	79,868	$4,475,802
ONTO	Onto Innovation Inc.	−16,726	207,498	$21,005,022
TREX	Trex Co Inc	−16,398	48,479	$6,546,119
CDNA	CareDx, Inc.	−4,889	25,831	$1,174,793
ALKS	Alkermes plc.	−196	98,069	$2,281,084
TXRH	Texas Roadhouse, Inc.	−185	84,434	$7,538,267
TGTX	Tg Therapeutics, Inc.	−155	78,113	$1,484,147
DNLI	Denali Therapeutics Inc.	−109	54,226	$2,418,479
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
HASI	HA Sustainable Infrastructure Capital, Inc.	200,894	$10,671,489
KTB	Kontoor Brands, Inc.	178,049	$9,125,011
LIND	Lindblad Expeditions Holdings, Inc.	421,580	$6,576,648
KEX	Kirby Corp	103,729	$6,163,577
SHAK	Shake Shack Inc.	83,166	$6,001,258
CROX	Crocs, Inc.	35,590	$4,563,349
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
CDLX	Cardlytics, Inc.	41,432	$34,778,020
CVLT	Commvault Systems Inc	144,685	$10,896,227
NEO	Neogenomics Inc	159,678	$7,702,866
PNTG	Pennant Group, Inc.	270,182	$7,589,412
KTOS	Kratos Defense & Security Solutions, Inc.	335,526	$7,485,585
CRL	Charles River Laboratories International, Inc.	16,374	$6,757,058
MKSI	Mks Inc	44,100	$6,655,131
BYRN	Byrna Technologies Inc.	229,292	$5,012,323
TLS	Telos Corp	159,549	$4,534,382
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

71 positions · $638,813,953 total · as of Dec 31, 2021

All sectors Basic Materials Consumer Cyclical Financial Services Healthcare Industrials Technology

Showing 1–50 of 71 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WSC	WillScot Holdings Corp Industrials	Added	629,213	+28,722	$25,697,058	+34.9%	4.02%
EFOR	Everforth Inc Technology	Added	175,478	+826	$21,653,985	+9.6%	3.39%
ONTO	Onto Innovation Inc. Technology	Reduced	207,498	-16,726	$21,005,022	+29.7%	3.29%
SKY	Champion Homes, Inc. Consumer Cyclical	Added	254,337	+2,234	$20,087,536	+32.7%	3.14%
CVCO	Cavco Industries, Inc. Consumer Cyclical	Added	62,624	+567	$19,892,513	+35.4%	3.11%
PLNT	Planet Fitness, Inc. Consumer Cyclical	Added	208,213	+46,331	$18,859,933	+48.3%	2.95%
ICLR	Icon PLC Healthcare	Reduced	60,837	-26,957	$18,841,218	−18.1%	2.95%
FN	Fabrinet Technology	Added	140,179	+49,495	$16,607,006	+78.6%	2.60%
G	Genpact LTD Technology	Added	310,578	+98,745	$16,485,480	+63.8%	2.58%
RPD	Rapid7, Inc. Technology	Added	136,844	+1,196	$16,105,170	+5.1%	2.52%
TSEM	Tower Semiconductor Ltd Technology	Added	397,740	+39,223	$15,782,323	+47.2%	2.47%
LFUS	Littelfuse Inc /De Technology	Added	49,821	+13,980	$15,677,672	+60.1%	2.45%
TFII	TFI International Inc. Industrials	Added	135,143	+30,829	$15,150,881	+42.1%	2.37%
GTLS	Chart Industries Inc Industrials	Added	90,465	+22,708	$14,428,262	+11.4%	2.26%
WAL	Western Alliance Bancorporation Financial Services	Reduced	133,512	-50,843	$14,372,566	−28.4%	2.25%
CLH	Clean Harbors Inc Industrials	Added	133,267	+1,303	$13,296,048	−3.0%	2.08%
COHU	Cohu Inc Technology	Added	334,607	+166,536	$12,745,180	+137.4%	2.00%
CMCO	Columbus Mckinnon Corp Industrials	Added	265,663	+30,540	$12,289,570	+8.1%	1.92%
VIAV	Viavi Solutions Inc. Technology	Added	694,849	+4,635	$12,243,239	+12.7%	1.92%
GOOS	Canada Goose Holdings Inc. Consumer Cyclical	Added	327,355	+70,987	$12,131,776	+32.7%	1.90%
CACI	Caci International Inc /De/ Technology	Added	45,049	+14,953	$12,127,641	+53.7%	1.90%
THRM	Gentherm Inc Consumer Cyclical	Added	138,556	+65,279	$12,040,516	+103.0%	1.88%
PCRX	Pacira BioSciences, Inc. Healthcare	Added	181,055	+26,614	$10,894,079	+26.0%	1.71%
ESI	Element Solutions Inc Basic Materials	Added	439,664	+82,463	$10,675,041	+37.8%	1.67%
HASI	HA Sustainable Infrastructure Capital, Inc. Financial Services	NEW	200,894	NEW	$10,671,489	NEW	1.67%
INDI	indie Semiconductor, Inc. Technology	Added	863,036	+408,490	$10,347,801	+84.9%	1.62%
KNSL	Kinsale Capital Group, Inc. Financial Services	Added	41,738	+285	$9,929,052	+48.1%	1.55%
LQDT	Liquidity Services Inc Consumer Cyclical	Reduced	449,148	-31,377	$9,917,187	−4.5%	1.55%
ASPN	Aspen Aerogels Inc Industrials	Reduced	198,242	-50,115	$9,870,469	−13.6%	1.55%
NTRA	Natera, Inc. Healthcare	Added	105,439	+6,817	$9,846,948	−10.4%	1.54%
PGNY	Progyny, Inc. Healthcare	Added	193,096	+38,167	$9,722,383	+12.1%	1.52%
KTB	Kontoor Brands, Inc. Consumer Cyclical	NEW	178,049	NEW	$9,125,011	NEW	1.43%
KLIC	Kulicke & Soffa Industries Inc Technology	Reduced	144,929	-33,756	$8,774,001	−15.7%	1.37%
SITM	SITIME Corp Technology	Reduced	29,713	-26,466	$8,692,241	−24.2%	1.36%
MMS	Maximus, Inc. Industrials	Added	108,548	+20,775	$8,648,019	+18.4%	1.35%
DIOD	Diodes Inc /Del/ Technology	Reduced	75,986	-32,994	$8,344,022	−15.5%	1.31%
PWR	Quanta Services, Inc. Industrials	Added	71,872	+485	$8,240,843	+1.4%	1.29%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	Reduced	84,434	-185	$7,538,267	−2.5%	1.18%
OOMA	Ooma Inc Technology	Reduced	367,325	-63,753	$7,508,123	−6.4%	1.18%
BL	Blackline, Inc. Technology	Reduced	68,101	-33,321	$7,051,177	−41.1%	1.10%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	253,252	-114,480	$6,660,527	−20.1%	1.04%
LIND	Lindblad Expeditions Holdings, Inc. Consumer Cyclical	NEW	421,580	NEW	$6,576,648	NEW	1.03%
TREX	Trex Co Inc Industrials	Reduced	48,479	-16,398	$6,546,119	−1.0%	1.02%
LMAT	Lemaitre Vascular Inc Healthcare	Added	126,100	+849	$6,334,003	−4.7%	0.99%
IOSP	Innospec Inc. Basic Materials	Reduced	69,213	-55,806	$6,252,702	−40.6%	0.98%
KEX	Kirby Corp Industrials	NEW	103,729	NEW	$6,163,577	NEW	0.96%
HCI	HCI Group, Inc. Financial Services	Reduced	72,827	-36,979	$6,083,967	−50.0%	0.95%
SHAK	Shake Shack Inc. Consumer Cyclical	NEW	83,166	NEW	$6,001,258	NEW	0.94%
CWST	Casella Waste Systems Inc Industrials	Reduced	69,671	-92,386	$5,951,296	−51.6%	0.93%
LSCC	Lattice Semiconductor Corp Technology	Reduced	76,215	-39,370	$5,873,127	−21.4%	0.92%