Timpani Capital Management's 13F Holdings: A Comparison of Q4 2018 vs. Q1 2019

Timpani Capital Management LLC recently filed its 13F Holdings report for Q1 2019, revealing notable changes from the previous quarter's report. Here's a breakdown of the top holdings that saw significant changes in shares and value:

1. Chegg Inc (CHGG)

Timpani Capital Management decreased its holdings in Chegg Inc by 5.5% from 175,656 shares to 170,466 shares. However, the value increased by 30.2% from $4,992,000 to $6,498,000.

2. Ingevity Corp (NGVT)

Timpani Capital Management decreased its holdings in Ingevity Corp by 10.2% from 65,495 shares to 58,991 shares. On the other hand, there was an increase in value from $5,481,000 to $6,230,000, or 13.7%.

3. Tandem Diabetes Care Inc (TNDM)

Timpani Capital Management increased its holdings in Tandem Diabetes Care Inc by 49.7% from 57,419 shares to 85,946 shares. The value also increased significantly from $2,180,000 to $5,458,000, a rise of 150.4%.

4. Five9 Inc (FIVN)

Timpani Capital Management decreased its holdings in Five9 Inc by 13.6% from 119,127 shares to 103,011 shares. However, there was a minimal increase in value from $5,208,000 to $5,442,000, at 4.5%.

5. Merit Medical Systems Inc Com (MMSI)

Timpani Capital Management decreased its holdings in Merit Medical Systems Inc Com by 20.3% from 109,744 shares to 87,508 shares. There was also a decrease in value from $6,125,000 to $5,411,000, a decline of 11.7%.

Other notable changes include an increase in holdings and value in PLANET FITNESS INC (PLNT), REALPAGE INC (RP), and 2U Inc (TWOU). On the other hand, Timpani Capital Management reduced its holdings in companies such as GRAND CANYON ED INC COM (LOPE), CareDx Inc (CDNA), and OLD DOMINION FGHT LINES INC CO (ODFL).

Conclusion

Timpani Capital Management made some significant changes in its holdings during Q1 2019, with some stocks seeing an increase in value while others declined. Investors can use this information as a guide to make decisions on their investments or to track the performance of these companies.