小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 11
增持 52
减持 67
清仓 20
方向
标的
Δ市值
现股数(环比)
清仓
—
ZYNGA INC
-$57.5M
0
-100%
建仓
VEEV
VEEVA SYSTEMS INC
+$51.5M
260,000
减持
ORLY
O'REILLY AUTOMOTIVE INC
-$48.6M
119,700
-34%
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。
减持
TRU
TRANSUNION
-$46.9M
901,200
-22%
减持
—
SMARTSHEET INC
-$46.9M
1,899,000
-2%
减持
CRWD
Crowdstrike Holdings Inc
-$43.1M
551,525
-8%
减持
PANW
PALO ALTO NETWORKS INC
-$42.8M
249,100
-7%
减持
CRL
CHARLES RIVER LABORATORIES INTL INC
-$40.5M
238,204
-26%
减持
—
SAILPOINT TECHNOLOGIES HOLDINGS INC
-$38.9M
770,060
-55%
建仓
CASY
CASEYS GEN STORES
+$38.2M
206,600
建仓
ESAB
ESAB CORPORATION
+$35.1M
801,210
减持
—
ZENDESK INC
-$31.4M
407,500
-20%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWARE INC.
+$31.4M
255,900
减持
RRX
REGAL REXNORD CORPORATION
-$31.2M
291,321
-33%
清仓
U
UNITY SOFTWARE INC
-$31.2M
0
-100%
建仓
GTLS
CHART INDUSTRIES INC
+$30.6M
182,750
清仓
USFD
US FOODS HOLDING CORPORATION
-$30.0M
0
-100%
建仓
ROK
ROCKWELL AUTOMATION, INC.
+$29.3M
146,900
减持
MKSI
MKS INSTRUMENTS IN
-$29.2M
78,525
-68%
减持
EFOR
ASGN INCORPORATED
-$29.2M
412,645
-28%
减持
RHI
ROBERT HALF INTL
-$27.8M
411,200
-20%
减持
—
OUTSET MEDICAL
-$27.8M
468,380
-39%
增持
EYE
NATIONAL VISION HOLDINGS INC
-$27.7M
1,762,545
+1%
建仓
SAIA
SAIA INC
+$27.1M
144,300
清仓
—
NANOSTRING TECHNOLOGIES INC.
-$26.5M
0
-100%
增持
WK
WORKIVA INC
-$26.5M
543,993
+3%
建仓
NSA
NATIONAL STORAGE AFFILIATES TRUST
+$26.1M
520,800
清仓
RCUS
ARCUS BIOSCIENCES INC.
-$25.9M
0
-100%
减持
TTEK
TETRA TECH INC
-$25.8M
253,000
-31%
减持
HUBS
HUBSPOT INC
-$25.8M
124,000
-7%
建仓
WHD
CACTUS INC
+$25.6M
636,020
增持
MRVL
MARVELL TECHNOLOGY INC
-$24.9M
1,289,130
+14%
减持
—
RENAISSANCERE HOLDINGS LTD.
-$24.7M
737,200
-17%
清仓
—
SUNNOVA ENERGY INTL INC COM
-$24.5M
0
-100%
减持
WCN
WASTE CONNECTIONS INC
-$24.4M
1,090,700
-5%
减持
—
COUPA SOFTWARE INCORPORATED
-$23.8M
50,000
-81%
清仓
MXL
MAXLINEAR INC
-$23.5M
0
-100%
增持
IT
GARTNER INCORPORATION
-$23.2M
442,600
+1%
减持
VRSK
VERISK ANALYTICS INC
-$22.6M
315,000
-12%
减持
MPWR
MONOLITHIC PWR SYS
-$22.6M
163,800
-7%
减持
FMC
FMC CORPORATION
-$22.1M
347,200
-23%
减持
GH
GUARDANT HEALTH INC
-$21.4M
49,200
-86%
清仓
—
STERLING CHECK CORP
-$21.1M
0
-100%
增持
BC
BRUNSWICK CORPORATION
-$20.7M
1,342,400
+0%
建仓
SM
SM ENERGY COMPANY
+$20.3M
594,720
减持
MLM
MARTIN MARIETTA MATERIALS INC
-$20.2M
202,900
-3%
减持
LFUS
LITTELFUSE INC
-$19.9M
4,150
-95%
减持
GNRC
GENERAC HLDGS
-$19.9M
136,800
-16%
减持
MCHP
MICROCHIP TECH INC
-$19.1M
1,024,900
-2%
增持
—
PIONEER NATURAL RESOURCES CO
+$19.0M
262,900
+66%
减持
QTWO
Q2 HOLDINGS INC
-$18.7M
538,080
-16%
减持
SBAC
SBA COMMUNICATIONS CORPORATION
-$18.7M
346,335
-8%
增持
SYNA
SYNAPTICS INCORPORATED
-$18.6M
329,345
+14%
清仓
RPAY
REPAY HLDGS CORP
-$18.4M
0
-100%
减持
EVR
EVERCORE INC
-$18.3M
201,955
-40%
减持
COR
AMERISOURCEBERGEN CORPORATION
-$18.0M
732,900
-7%
清仓
REAL
THE REALREAL INC
-$17.8M
0
-100%
增持
TNDM
TANDEM DIABETES CARE INC
-$17.3M
309,295
+1%
减持
—
ASCENDIS PHARMA A/S
-$16.9M
449,650
-10%
减持
—
CYBER-ARK SOFTWARE LIMITED
-$16.8M
352,850
-4%
增持
SICP
SILVERGATE CAP CORP
-$16.2M
299,913
+40%
增持
HLNE
HAMILTON LANE INC
+$16.1M
785,510
+66%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$15.9M
835,600
-3%
减持
PPLI
IAC INTERACTIVECORP NEW
-$15.8M
322,900
-20%
清仓
—
BLUEPRINT MEDICINES CORPORATION
-$15.6M
0
-100%
增持
—
AZEK COMPANY INC CL A
-$15.6M
1,954,570
+1%
减持
CHE
CHEMED CORPORATION
-$15.5M
137,200
-13%
增持
VAC
MARRIOTT VACATIONS WORLDWIDE CORP
-$15.4M
406,500
+2%
减持
ZWS
ZURN WTR SOLUTIONS CORP
-$15.3M
1,490,165
-6%
增持
SBNY
SIGNATURE BANK
-$15.2M
403,850
+35%
减持
FA
FIRST ADVANTAGE CORPORATION
-$15.1M
1,528,397
-10%
减持
—
KENNEDY-WILSON HOLDINGS INC
-$15.0M
1,688,722
-12%
增持
HGV
HILTON GRAND VACATIONS INC
-$14.7M
920,912
+1%
增持
HQY
HEALTHEQUITY INC
+$14.4M
477,430
+116%
增持
LULU
LULULEMON ATHLETIC
-$14.3M
221,200
+8%
减持
SNPS
SYNOPSYS INC
-$14.2M
231,580
-9%
减持
LASR
NLIGHT INC
-$14.1M
1,981,680
-0%
增持
INSP
INSPIRE MEDICAL SYSTEMS INC
-$13.5M
209,615
+4%
增持
BSY
BENTLEY SYSTEMS INC
-$13.2M
1,281,500
+1%
减持
—
ENVESTNET INC
-$13.1M
405,450
-12%
减持
APH
AMPHENOL CORP
-$13.0M
1,040,500
-2%
减持
WSC
WILLSCOT MOBILE MINI HLDGS CORP
-$12.8M
688,930
-23%
增持
ACVA
ACV AUCTIONS INC CL A
-$12.8M
1,580,735
+1%
增持
ALGM
ALLEGRO MICROSYSTEMS INC
-$12.7M
1,879,190
+3%
清仓
RSI
RUSH STR INTERACTIVE INC
-$12.7M
0
-100%
增持
ITT
ITT INC
+$12.6M
330,700
+159%
减持
FND
FLOOR AND DECOR HOLDING INCORPORATION
-$12.5M
686,910
-0%
减持
AME
AMETEK INC
-$12.3M
500,200
-1%
减持
—
NEW RELIC INC
-$12.1M
697,002
-1%
增持
—
HORIZON THERAPEUTICS PLC
-$11.7M
764,800
+11%
减持
NDAQ
NASDAQ INC
-$11.5M
355,280
-4%
减持
MVBF
MVB FINANCIAL CORP
-$11.5M
939,000
-4%
清仓
—
LHC GROUP INC
-$11.3M
0
-100%
减持
SPT
SPROUT SOCIAL INC
-$11.3M
490,909
-1%
增持
ATRC
ATRICURE INC
-$11.2M
902,579
+23%
增持
EHC
ENCOMPASS HEALTH CORPORATION
-$11.1M
876,500
+3%
增持
PCTY
PAYLOCITY HOLDING CORPORATION
-$11.0M
394,975
+2%
清仓
ADPT
ADAPTIVE BIOTECHNOLOGIES CORPORATION
-$10.9M
0
-100%
增持
—
BTRS HLDGS INC
-$10.7M
4,748,343
+4%
增持
ONTO
ONTO INNOVATION INC
-$10.6M
686,150
+2%
减持
EXLS
EXLSERVICE HLDGS I
-$10.6M
278,830
-23%
减持
NICE
NICE LIMITED
-$10.6M
359,050
-1%
增持
TARS
TARSUS PHARMACEUTICALS INC
+$10.5M
1,481,710
+125%
清仓
—
TUFIN SOFTWARE TECHNOLOGIES LTD
-$10.4M
0
-100%
增持
MTSI
MACOM TECHNOLOGY SOLUTIONS HOLDINGS
-$10.2M
897,010
+4%
建仓
—
RADA ELECTRONIC
+$9.9M
1,075,400
减持
CSGP
COSTAR GROUP INC
-$9.7M
624,600
-12%
增持
—
ELASTIC N V
-$9.7M
695,300
+9%
减持
IOT
SAMSARA INC
-$9.6M
1,833,500
-2%
清仓
—
F45 TRAINING HOLDINGS INC
-$9.4M
0
-100%
增持
CPRT
COPART INC
-$9.1M
618,700
+2%
减持
CSL
CARLISLE COMPANIES INC
-$8.9M
257,100
-10%
增持
SNCY
SUN COUNTRY AIRLINES HOLDINGS INC
-$8.8M
1,325,335
+5%
减持
PINS
PINTEREST INC
-$8.8M
1,197,500
-3%
增持
LUNG
PULMONX CORPORATION
-$8.8M
1,214,204
+13%
增持
—
INTEGRAL AD SCIENCE HOLDING CORP
-$8.8M
2,279,459
+0%
增持
VC
VISTEON CORPORATION
+$8.5M
467,875
+28%
减持
KEYS
KEYSIGHT TECHNOLOGIES, INC.
-$8.4M
382,400
-1%
减持
—
PAYCOR HCM INC
-$8.2M
1,443,217
-8%
减持
—
INTRA-CELLULAR THERAPIES INC
-$8.0M
800,838
-9%
增持
PLNT
PLANET FITNESS INCORPORATION
-$7.8M
662,615
+6%
减持
JKHY
JACK HENRY & ASSOC
-$7.8M
11,850
-77%
增持
TYL
TYLER TECHNOLOGIES
+$7.7M
112,465
+69%
增持
WING
WINGSTOP INC
-$7.6M
183,710
+1%
增持
MTDR
MATADOR RESOURCES COMPANY
+$7.5M
1,180,250
+32%
清仓
MASS
908 DEVICES INC
-$7.5M
0
-100%
增持
—
FOCUS FINANCIAL PARTNERS INC
-$7.4M
1,391,440
+16%
增持
CTAS
CINTAS CORPORATION
+$7.1M
289,100
+22%
增持
CWST
CASELLA WASTE SYSTEMS, INC.
-$7.1M
776,902
+7%
减持
NDSN
NORDSON CORP
-$7.0M
248,100
-2%
增持
ENTG
ENTEGRIS INC
-$6.8M
686,000
+29%
增持
DRVN
DRIVEN BRANDS HOLDINGS INC
+$6.6M
1,966,978
+9%
减持
CGNX
COGNEX CORP
-$6.5M
165,400
-6%
清仓
AVAH
AVEANNA HEALTHCARE HOLDINGS INC
-$6.4M
0
-100%
增持
CERT
CERTARA INC
+$6.1M
598,005
+91%
减持
—
PATRIA INVESTMENTS LTD
-$6.1M
960,100
-9%
增持
CMCO
COLUMBUS MCKINNON CORPORATION
-$5.7M
425,090
+1%
增持
VCTR
VICTORY CAPITAL HOLDINGS, INC.
-$5.7M
1,416,499
+3%
增持
CALY
CALLAWAY GOLF CO
-$5.7M
2,139,385
+2%
减持
RBC
RBC BEARINGS INC
-$5.5M
193,600
-9%
增持
—
GLOBAL E ONLINE LTD
-$5.4M
903,040
+29%
减持
ARGX
ARGENX SE
+$5.4M
158,600
-9%
清仓
CURI
CURIOSITYSTREAM INC NEW
-$5.2M
0
-100%
减持
PCAR
PACCAR INC
-$4.9M
626,400
-2%
增持
HXL
HEXCEL CORPORATION
-$4.9M
806,385
+2%
增持
—
AVALARA INC
-$4.8M
507,195
+24%
清仓
TWLO
TWILIO INC
-$4.7M
0
-100%
减持
EXPO
EXPONENT INC
-$4.7M
274,405
-0%
减持
ADUS
ADDUS HOMECARE COR
-$4.6M
249,405
-8%
增持
—
CATALENT INC
-$4.6M
1,293,950
+0%
