- New Purchases: ARRY, TREE, WK, ZS, GKOS, NOVT, GTLS, APPF, FNKO, TTD, BLD, INSP, MTZ, PVTL, RAMP, TREX, CLB, TEUM, BNFT, LGIH, CCS, SMAR, SAIL, PSTG, INT, MTDR, FTCH, ENSG, FOXF, FLNT, YETI, EGAN, APPS,
- Added Positions: TNDM, GDS, AMED, TWOU, CCMP, RP, VCYT, AGS, TPIC, EVBG, TDOC, THS, GLUU, CDNA, SMPL, WMGI, SSTI, PLNT, MEET, WIFI, EEFT, WLDN,
- Reduced Positions: GOOS, ADUS, RNG, LHCG, MMSI, PODD, OLLI, PEN, PETQ, AMOT, FIVN, RCM, NICE, NGVT, TCMD, WNS, STRA, NVEE, OMCL, BGSF, LOPE, NDLS, RDWR, IRMD, CHGG, VCEL, BJ, HEI, MRCY, ODFL, OPRX, TWLO, LPLA, LOVE, MIME, BOOT,
- Sold Out: GDOT, LGND, GNRC, VRNS, INGN, PCRX, PGTI, FLIR, ENS, EPAY, EYE, CENT, TRHC, JAZZ, RUTH, EXPO, MPWR, PLCE, BJRI, ICLR, BCOR, COUP, PRMW, SITE, USAT, HOME, ASPU, LTRX,
For the details of Timpani Capital Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/timpani+capital+management+llc/current-portfolio/portfolio
These are the top 5 holdings of Timpani Capital Management LLC- Chegg Inc (CHGG) - 170,466 shares, 3.11% of the total portfolio. Shares reduced by 2.95%
- Ingevity Corp (NGVT) - 58,991 shares, 2.98% of the total portfolio. Shares reduced by 9.93%
- Tandem Diabetes Care Inc (TNDM) - 85,946 shares, 2.61% of the total portfolio. Shares added by 49.68%
- Five9 Inc (FIVN) - 103,011 shares, 2.60% of the total portfolio. Shares reduced by 13.53%
- Merit Medical Systems Inc (MMSI) - 87,508 shares, 2.59% of the total portfolio. Shares reduced by 20.26%
Timpani Capital Management LLC initiated holding in Array BioPharma Inc. The purchase prices were between $14.25 and $24.45, with an estimated average price of $20.7. The stock is now traded at around $22.03. The impact to a portfolio due to this purchase was 2.18%. The holding were 187,268 shares as of .
New Purchase: LendingTree Inc (TREE)Timpani Capital Management LLC initiated holding in LendingTree Inc. The purchase prices were between $218.07 and $351.56, with an estimated average price of $300.59. The stock is now traded at around $392.51. The impact to a portfolio due to this purchase was 1.95%. The holding were 11,625 shares as of .
New Purchase: Workiva Inc (WK)Timpani Capital Management LLC initiated holding in Workiva Inc. The purchase prices were between $35.22 and $50.7, with an estimated average price of $43.74. The stock is now traded at around $53.96. The impact to a portfolio due to this purchase was 1.9%. The holding were 78,395 shares as of .
New Purchase: Zscaler Inc (ZS)Timpani Capital Management LLC initiated holding in Zscaler Inc. The purchase prices were between $39.21 and $71.05, with an estimated average price of $52.74. The stock is now traded at around $71.31. The impact to a portfolio due to this purchase was 1.45%. The holding were 42,726 shares as of .
New Purchase: Glaukos Corp (GKOS)Timpani Capital Management LLC initiated holding in Glaukos Corp. The purchase prices were between $50.75 and $80.54, with an estimated average price of $66.58. The stock is now traded at around $69.65. The impact to a portfolio due to this purchase was 1.4%. The holding were 37,394 shares as of .
New Purchase: Novanta Inc (NOVT)Timpani Capital Management LLC initiated holding in Novanta Inc. The purchase prices were between $60.43 and $85.33, with an estimated average price of $74.81. The stock is now traded at around $82.17. The impact to a portfolio due to this purchase was 1.31%. The holding were 32,372 shares as of .
Added: Tandem Diabetes Care Inc (TNDM)Timpani Capital Management LLC added to a holding in Tandem Diabetes Care Inc by 49.68%. The purchase prices were between $32.25 and $73.56, with an estimated average price of $52.14. The stock is now traded at around $66.00. The impact to a portfolio due to this purchase was 0.87%. The holding were 85,946 shares as of .
Added: GDS Holdings Ltd (GDS)Timpani Capital Management LLC added to a holding in GDS Holdings Ltd by 246.01%. The purchase prices were between $20.9 and $36.12, with an estimated average price of $30.11. The stock is now traded at around $36.32. The impact to a portfolio due to this purchase was 0.86%. The holding were 70,711 shares as of .
Added: Amedisys Inc (AMED)Timpani Capital Management LLC added to a holding in Amedisys Inc by 117.30%. The purchase prices were between $110.76 and $138.73, with an estimated average price of $125.57. The stock is now traded at around $115.07. The impact to a portfolio due to this purchase was 0.66%. The holding were 20,817 shares as of .
Added: 2U Inc (TWOU)Timpani Capital Management LLC added to a holding in 2U Inc by 31.97%. The purchase prices were between $48.73 and $74.53, with an estimated average price of $62.73. The stock is now traded at around $42.41. The impact to a portfolio due to this purchase was 0.53%. The holding were 65,041 shares as of .
Added: Cabot Microelectronics Corp (CCMP)Timpani Capital Management LLC added to a holding in Cabot Microelectronics Corp by 139.38%. The purchase prices were between $88.16 and $115.3, with an estimated average price of $103.23. The stock is now traded at around $114.18. The impact to a portfolio due to this purchase was 0.5%. The holding were 16,113 shares as of .
Added: RealPage Inc (RP)Timpani Capital Management LLC added to a holding in RealPage Inc by 22.51%. The purchase prices were between $47.27 and $63.01, with an estimated average price of $57.17. The stock is now traded at around $59.18. The impact to a portfolio due to this purchase was 0.41%. The holding were 77,204 shares as of .
Sold Out: Green Dot Corp (GDOT)Timpani Capital Management LLC sold out a holding in Green Dot Corp. The sale prices were between $57.07 and $83.09, with an estimated average price of $70.12.
Sold Out: Ligand Pharmaceuticals Inc (LGND)Timpani Capital Management LLC sold out a holding in Ligand Pharmaceuticals Inc. The sale prices were between $105.93 and $142.47, with an estimated average price of $121.61.
Sold Out: Generac Holdings Inc (GNRC)Timpani Capital Management LLC sold out a holding in Generac Holdings Inc. The sale prices were between $49.15 and $54.74, with an estimated average price of $52.18.
Sold Out: Varonis Systems Inc (VRNS)Timpani Capital Management LLC sold out a holding in Varonis Systems Inc. The sale prices were between $49.01 and $63.96, with an estimated average price of $56.74.
Sold Out: Inogen Inc (INGN)Timpani Capital Management LLC sold out a holding in Inogen Inc. The sale prices were between $90.12 and $152.23, with an estimated average price of $125.39.
Sold Out: Pacira BioSciences Inc (PCRX)Timpani Capital Management LLC sold out a holding in Pacira BioSciences Inc. The sale prices were between $36.47 and $43.02, with an estimated average price of $39.13.
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