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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
$3.76B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 19
增持 39
减持 78
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
—
MEDALLIA INC
-$67.6M
0
-100%
建仓
WK
WORKIVA INC
+$67.6M
479,235
清仓
YETI
YETI HLDGS INC
-$62.5M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
BLDR
BUILDERS FIRSTSOURCE, INC.
-$62.1M
0
-100%
增持
—
ICON PLC SHS
+$59.4M
228,320
+11175%
减持
—
ZYNGA INC
-$58.7M
16,180,900
-5%
清仓
—
PRA HEALTH SCIENCES INC
-$56.0M
0
-100%
增持
VAC
MARRIOTT VACATIONS WORLDWIDE CORP
+$55.0M
505,300
+228%
增持
SBNY
SIGNATURE BANK
+$54.2M
365,820
+98%
减持
PINS
PINTEREST INC
-$53.8M
1,261,600
-16%
清仓
—
APOLLO GLOBAL MGMT INC
-$53.6M
0
-100%
建仓
—
POWERSCHOOL HOLDINGS INC
+$53.1M
2,156,685
减持
TWLO
TWILIO INC
-$53.0M
100,909
-53%
清仓
COHU
COHU INC
-$48.4M
0
-100%
减持
—
RENAISSANCERE HOLDINGS LTD.
-$47.6M
1,090,700
-19%
减持
BAH
BOOZ ALLEN HAMILTON INC
-$46.4M
1,402,350
-24%
增持
—
ASCENDIS PHARMA A/S
+$45.4M
584,400
+61%
建仓
—
HORIZON THERAPEUTICS PLC
+$40.5M
370,100
增持
MLM
MARTIN MARIETTA MATERIALS INC
+$40.4M
249,800
+96%
增持
RHI
ROBERT HALF INTL
+$35.4M
1,018,400
+36%
减持
CLH
CLEAN HARBORS, INC.
-$35.4M
10,400
-97%
增持
—
GLOBAL E ONLINE LTD
+$35.3M
874,760
+82%
减持
HUBS
HUBSPOT INC
-$33.8M
177,400
-33%
减持
TREE
LENDINGTREE INC
-$32.9M
407,554
-4%
减持
QTWO
Q2 HOLDINGS INC
-$32.4M
1,026,925
-8%
增持
—
CYBER-ARK SOFTWARE LIMITED
+$31.1M
418,200
+56%
减持
LW
LAMB WESTON HLDGS INC
-$31.1M
664,600
-25%
建仓
RELY
REMITLY GLOBAL INC
+$30.9M
842,800
减持
CRL
CHARLES RIVER LABORATORIES INTL INC
-$30.0M
376,100
-25%
建仓
RBC
RBC BEARINGS INC
+$29.9M
141,035
清仓
IIPR
INNOVATIVE INDUSTRIAL PROPERTES INC
-$28.8M
0
-100%
清仓
AVNT
AVIENT CORP
-$28.5M
0
-100%
减持
PHR
PHREESIA INC
-$27.9M
711,220
-39%
清仓
PGR
THE PROGRESSIVE CORPORATION
-$27.7M
0
-100%
建仓
—
ENGAGESMART LLC
+$27.6M
811,525
减持
BAND
BANDWIDTH INC
-$27.2M
518,665
-3%
减持
CNC
CENTENE CORP
-$24.9M
524,700
-34%
建仓
OLPX
OLAPLEX HLDGS INC
+$24.5M
1,000,000
减持
JKHY
JACK HENRY & ASSOC
-$23.9M
599,704
-20%
减持
MKSI
MKS INSTRUMENTS IN
-$23.8M
556,950
-8%
减持
PRLB
PROTO LABS INC
-$23.5M
575,645
-15%
减持
INNV
INNOVAGE
-$23.1M
1,541,200
-1%
增持
VCTR
VICTORY CAPITAL HOLDINGS, INC.
+$22.8M
990,732
+169%
减持
IT
GARTNER INCORPORATION
-$22.0M
547,400
-30%
减持
CRWD
CROWDSTRIKE HOLDINGS INC
-$21.7M
673,590
-10%
增持
—
ZENDESK INC
-$20.3M
1,134,900
+7%
减持
BURL
BURLINGTON STORES INC.
-$20.2M
216,000
-15%
清仓
SHEN
SHENANDOAH TELECOM
-$19.9M
0
-100%
减持
ENPH
ENPHASE ENERGY INC
-$19.9M
69,600
-58%
建仓
—
RISKIFIED LTD
+$19.8M
866,329
建仓
—
STERLING CHECK CORP
+$19.6M
753,730
减持
—
DISCOVER FINANCIAL SERVICES
-$18.7M
343,700
-33%
增持
TYL
TYLER TECHNOLOGIES
+$18.5M
76,710
+108%
建仓
—
TELUS INTL CDA INC
+$18.4M
525,000
减持
ATRC
ATRICURE INC
-$18.1M
950,610
-10%
建仓
—
WHEELS UP EXPERIENCE INC
+$18.1M
2,740,150
减持
AVAH
AVEANNA HEALTHCARE HOLDINGS INC
-$18.0M
3,922,600
-2%
减持
PPLI
IAC INTERACTIVECORP NEW
-$17.8M
204,600
-29%
建仓
—
F45 TRAINING HOLDINGS INC
+$17.5M
1,167,750
减持
AXON
AXON ENTERPRISE INC
-$17.4M
178,200
-35%
增持
—
VIMEO INC
-$17.4M
1,217,100
+12%
建仓
RPM
RPM INTERNATIONAL INC.
+$17.1M
220,000
增持
LUNG
PULMONX CORPORATION
+$17.1M
1,272,830
+95%
增持
—
INTRA-CELLULAR THERAPIES INC
+$17.0M
1,718,665
+49%
减持
CALY
CALLAWAY GOLF CO
-$16.8M
1,621,845
-11%
增持
—
LESLIES INC
-$16.7M
3,634,805
+9%
增持
EFOR
ASGN INCORPORATED
+$16.5M
730,000
+7%
减持
CWST
CASELLA WASTE SYSTEMS, INC.
-$16.2M
703,177
-36%
清仓
SMG
THE SCOTTS MIRACLE-GRO COMPANY
-$16.1M
0
-100%
增持
—
ELASTIC N V
+$16.0M
633,600
+18%
建仓
—
PAYCOR HCM INC
+$15.9M
452,800
建仓
LSPD
LIGHTSPEED COMM INC
+$15.9M
165,000
减持
HUBB
HUBBELL INCORPORATED
-$15.9M
228,900
-25%
建仓
HEPS
D-MARKET ELEC SERVICES & TRADING
+$15.8M
2,299,770
建仓
IBKR
INTERACTIVE BROKERS GROUP INC
+$15.8M
253,000
清仓
HUYA
HUYA INC
-$15.8M
0
-100%
减持
SBAC
SBA COMMUNICATIONS CORPORATION
-$15.6M
368,200
-15%
建仓
TMCI
TREACE MED CONCEPTS INC
+$15.3M
568,980
增持
TTEK
TETRA TECH INC
+$14.9M
300,730
+22%
增持
—
SAILPOINT TECHNOLOGIES HOLDINGS INC
-$14.8M
2,174,800
+3%
清仓
—
LIGHTSPEED POS INC
-$14.7M
0
-100%
减持
—
AVALARA INC
-$14.7M
584,090
-19%
减持
—
JFROG LTD
-$14.3M
1,056,685
-3%
清仓
—
ASPIRATIONAL CONSUMER LIFESTYL
-$13.4M
0
-100%
减持
—
REXNORD CORP
+$13.1M
1,667,300
-11%
减持
ORLY
O'REILLY AUTOMOTIVE INC
-$13.0M
219,300
-16%
减持
GNRC
GENERAC HLDGS
-$12.8M
163,100
-15%
增持
U
UNITY SOFTWARE INC
+$12.7M
415,500
+15%
增持
BC
BRUNSWICK CORPORATION
+$12.4M
1,374,600
+16%
减持
—
SMARTSHEET INC
-$12.4M
1,946,520
-4%
减持
—
BLUEPRINT MEDICINES CORPORATION
+$12.4M
1,468,545
-7%
减持
REAL
THE REALREAL INC
-$12.4M
1,646,200
-5%
增持
COR
AMERISOURCEBERGEN CORPORATION
+$12.2M
1,099,700
+6%
增持
DRVN
DRIVEN BRANDS HOLDINGS INC
+$12.1M
1,847,360
+38%
减持
—
TPG PACE BEN FIN CORP
-$11.8M
1,239,100
-36%
减持
TWOU
2U INC
-$11.5M
1,386,355
-0%
增持
GH
GUARDANT HEALTH INC
+$11.4M
389,600
+30%
减持
LULU
LULULEMON ATHLETIC
-$11.3M
158,600
-23%
增持
—
LHC GROUP INC
-$11.2M
439,140
+10%
增持
—
INTEGRAL AD SCIENCE HOLDING CORP
+$10.9M
1,975,010
+36%
增持
CHE
CHEMED CORPORATION
+$10.8M
239,400
+13%
减持
VC
VISTEON CORPORATION
-$10.5M
308,515
-6%
增持
CSL
CARLISLE COMPANIES INC
+$10.3M
265,800
+19%
减持
ALGM
ALLEGRO MICROSYSTEMS INC
-$10.1M
1,288,010
-30%
减持
WING
WINGSTOP INC
-$10.0M
220,500
-25%
增持
—
NANOSTRING TECHNOLOGIES INC.
+$9.6M
1,002,035
+68%
减持
IIIV
I3 VERTICALS INC
-$9.5M
1,069,720
-9%
减持
CPRT
COPART INC
-$9.4M
579,200
-15%
减持
ACVA
ACV AUCTIONS INC CL A
-$9.3M
1,000,335
-6%
减持
OLLI
OLLIES BARGAIN OUTLET HLDGS INC
-$9.2M
329,500
-4%
减持
CHGG
CHEGG INC
-$9.1M
180,000
-30%
增持
FMC
FMC CORPORATION
+$8.7M
721,700
+36%
减持
—
FLEETCOR TECHNOLOGIES INC
-$8.6M
197,000
-16%
减持
VRSK
VERISK ANALYTICS INC
+$8.5M
371,400
-1%
建仓
MASS
908 DEVICES INC
+$8.4M
256,830
增持
—
MCAFEE CORP
-$8.3M
3,337,900
+14%
减持
PCTY
PAYLOCITY HOLDING CORPORATION
-$8.0M
422,185
-36%
减持
POOL
POOL CORPORATION
-$8.0M
146,600
-6%
减持
ADPT
ADAPTIVE BIOTECHNOLOGIES CORPORATION
-$7.7M
1,070,285
-1%
增持
—
EVO PAYMENTS INC
-$7.6M
1,990,565
+1%
减持
CURI
CURIOSITYSTREAM INC NEW
-$7.6M
1,810,084
-7%
减持
—
WNS HOLDINGS LTD
-$7.5M
1,097,433
-10%
减持
—
CODEX DNA INC
-$7.4M
609,600
-6%
减持
HLNE
HAMILTON LANE INC
-$7.4M
711,500
-4%
增持
MVBF
MVB FINANCIAL CORP
+$7.4M
539,054
+46%
减持
USFD
US FOODS HOLDING CORPORATION
-$7.3M
1,729,500
-1%
减持
—
SUNNOVA ENERGY INTL INC COM
-$7.2M
1,114,805
-4%
减持
BBIO
BRIDGEBIO PHARMA INC
-$6.9M
411,595
-4%
增持
—
COUPA SOFTWARE INCORPORATED
+$6.9M
262,100
+36%
减持
TNDM
TANDEM DIABETES CARE INC
-$6.9M
430,345
-28%
减持
AME
AMETEK INC
-$6.9M
420,600
-5%
增持
EME
EMCOR GROUP INC
+$6.8M
746,615
+16%
减持
SPT
SPROUT SOCIAL INC
+$6.8M
336,105
-12%
增持
FA
FIRST ADVANTAGE CORPORATION
+$6.8M
1,086,600
+55%
减持
PTCT
PTC THERAPEUTICS, INC.
-$6.7M
1,129,885
-2%
减持
KLIC
KULICKE AND SOFFA INDUSTRIES, INC.
-$6.7M
501,100
-14%
增持
—
ROYALTY PHARMA PLC
-$6.6M
1,520,000
+1%
减持
HXL
HEXCEL CORPORATION
-$6.4M
998,940
-5%
减持
ENTG
ENTEGRIS INC
-$6.4M
676,500
-9%
增持
MRVL
MARVELL TECHNOLOGY INC
+$6.4M
938,700
+9%
减持
EVR
EVERCORE INC
-$6.3M
304,775
-9%
减持
—
AFYA LTD
-$6.1M
870,200
-4%
减持
LFUS
LITTELFUSE INC
-$6.1M
191,140
-17%
减持
ADUS
ADDUS HOMECARE COR
-$6.0M
453,315
-6%
减持
STAA
STAAR SURGICAL CO
-$5.9M
145,060
-10%
减持
TARS
TARSUS PHARMACEUTICALS INC
-$5.9M
650,780
-5%
增持
HGV
HILTON GRAND VACATIONS INC
+$5.7M
891,162
+0%
减持
FND
FLOOR AND DECOR HOLDING INCORPORATION
+$5.4M
666,500
-6%
减持
EXPO
EXPONENT INC
+$5.4M
300,685
-6%
减持
—
ONESPAWORLD HOLDINGS LIMITED
-$5.3M
2,659,000
-19%
