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TimesSquare Capital Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

TimesSquare Capital Management, LLC

报告期 2026-03-31 · CIK 0001313816

持仓数

151

前50大市值合计

$3.76B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

EME EMCOR GROUP INC

COM

$156.4M

211,862

4.2%

MPWR MONOLITHIC PWR SYS INC

COM

$151.8M

138,840

4.0%

COR CENCORA INC

COM

$132.6M

422,070

3.5%

LSCC LATTICE SEMICONDUCTOR CORP

COM

$127.1M

1,370,573

3.4%

CRS CARPENTER TECHNOLOGY CORP

COM

$115.6M

293,279

3.1%

CW CURTISS WRIGHT CORP

COM

$112.0M

164,493

3.0%

LNG CHENIERE ENERGY INC

COM NEW

$109.2M

384,896

2.9%

FIX COMFORT SYS USA INC

COM

$102.0M

73,968

2.7%

KRMN KARMAN HLDGS INC

COMMON STOCK

$101.3M

1,265,289

2.7%

— JFROG LTD

ORD SHS

$98.4M

2,097,587

2.6%

IBKR INTERACTIVE BROKERS GROUP IN

COM CL A

$97.3M

1,450,839

2.6%

INSM INSMED INC

COM PAR $.01

$95.6M

584,798

2.5%

IDXX IDEXX LABS INC

COM

$92.0M

163,763

2.4%

ROST ROSS STORES INC

COM

$90.2M

416,389

2.4%

RRX REGAL REXNORD CORPORATION

COM

$88.1M

470,333

2.3%

AXON AXON ENTERPRISE INC

COM

$87.4M

205,881

2.3%

TRGP TARGA RES CORP

COM

$86.5M

344,872

2.3%

ORLY OREILLY AUTOMOTIVE INC

COM

$86.4M

935,987

2.3%

PANW PALO ALTO NETWORKS INC

COM

$85.0M

530,349

2.3%

MTSI MACOM TECH SOLUTIONS HLDGS I

COM

$75.8M

341,231

2.0%

NRG NRG ENERGY INC

COM NEW

$75.2M

514,851

2.0%

VEEV VEEVA SYS INC

CL A COM

$71.5M

407,144

1.9%

PFGC PERFORMANCE FOOD GROUP CO

COM

$71.3M

832,494

1.9%

BJ BJS WHSL CLUB HLDGS INC

COM

$69.8M

709,194

1.9%

MKSI MKS INC.

COM

$66.2M

288,165

1.8%

ESAB ESAB CORPORATION

COM

$65.5M

677,888

1.7%

TSCO TRACTOR SUPPLY CO

COM

$65.2M

1,439,752

1.7%

VRSK VERISK ANALYTICS INC

COM

$64.8M

341,453

1.7%

CBRE CBRE GROUP INC

CL A

$62.7M

462,666

1.7%

CTAS CINTAS CORP

COM

$61.9M

365,690

1.6%

ARGX ARGENX SE

SPONSORED ADR

$60.7M

83,117

1.6%

TTWO TAKE-TWO INTERACTIVE SOFTWAR

COM

$60.5M

306,127

1.6%

VRT VERTIV HOLDINGS CO

COM CL A

$56.6M

225,895

1.5%

DASH DOORDASH INC

CL A

$55.3M

368,459

1.5%

ONTO ONTO INNOVATION INC

COM

$54.9M

267,934

1.5%

RGEN REPLIGEN CORP

COM

$53.7M

456,083

1.4%

TTAN SERVICETITAN INC

SHS CL A

$53.4M

841,639

1.4%

LOAR LOAR HOLDINGS INC

COM SHS

$53.0M

925,887

1.4%

EVR EVERCORE INC

CLASS A

$49.5M

165,966

1.3%

GFL GFL ENVIRONMENTAL INC

SUB VTG SHS

$48.5M

1,161,409

1.3%

TPG TPG INC

COM CL A

$48.2M

1,190,621

1.3%

— STEVANATO GROUP S P A

ORD SHS

$48.0M

3,489,716

1.3%

DT DYNATRACE INC

COM NEW

$46.2M

1,249,943

1.2%

CWST CASELLA WASTE SYS INC

CL A

$45.6M

574,238

1.2%

AME AMETEK INC

COM

$45.4M

211,579

1.2%

TRMB TRIMBLE INC

COM

$45.3M

693,737

1.2%

WH WYNDHAM HOTELS & RESORTS INC

COM

$43.9M

540,170

1.2%

CASY CASEYS GEN STORES INC

COM

$43.5M

59,723

1.2%

FICO FAIR ISAAC CORP

COM

$43.4M

40,648

1.2%

MLM MARTIN MARIETTA MATLS INC

COM

$43.1M

73,299

1.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

21%前 6 大占比

EME4.2%MPWR4.0%COR3.5%LSCC3.4%CRS3.1%CW3.0%