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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 9
增持 62
减持 68
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
TRU
TRANSUNION
-$62.0M
170,000
-81%
减持
—
CATALENT INC
-$61.6M
1,067,600
-17%
清仓
—
HORIZON THERAPEUTICS PLC
-$61.0M
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。
建仓
—
APTIV PLC
+$55.1M
704,300
建仓
—
ASPEN TECHNOLOGY INC
+$52.4M
220,100
建仓
ROST
ROSS STORES INC
+$52.4M
622,100
清仓
PCAR
PACCAR INC
-$51.6M
0
-100%
清仓
—
SAILPOINT TECHNOLOGIES HOLDINGS INC
-$48.3M
0
-100%
减持
CRL
CHARLES RIVER LABORATORIES INTL INC
-$43.7M
37,004
-84%
增持
IDXX
IDEXX LABORATORIES INC
+$42.5M
131,700
+10875%
清仓
BURL
BURLINGTON STORES INC.
-$37.3M
0
-100%
建仓
INDA
ISHARES MSCI INDIA ETF
+$33.9M
831,900
增持
LEGN
LEGEND BIOTECH CORP
+$33.4M
941,300
+929%
增持
ORLY
O'REILLY AUTOMOTIVE INC
+$33.0M
154,500
+29%
减持
—
AVALARA INC
-$32.1M
40,700
-92%
清仓
RHI
ROBERT HALF INTL
-$30.8M
0
-100%
建仓
EFX
EQUIFAX INC
+$30.4M
177,500
清仓
—
ZENDESK INC
-$30.2M
0
-100%
建仓
AR
ANTERO RESOURCES CORPORATION
+$29.9M
979,900
增持
FMC
FMC CORPORATION
+$25.1M
589,400
+70%
增持
—
ASCENDIS PHARMA A/S
+$24.3M
639,675
+42%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$23.6M
521,700
-38%
清仓
—
ONESPAWORLD HOLDINGS LIMITED
-$22.5M
0
-100%
减持
OLPX
OLAPLEX HLDGS INC
-$22.2M
3,441,200
-12%
清仓
—
ENVESTNET INC
-$21.4M
0
-100%
增持
CSGP
COSTAR GROUP INC
+$21.0M
843,090
+35%
增持
TYL
TYLER TECHNOLOGIES
+$19.3M
163,005
+45%
增持
ITT
ITT INC
+$19.2M
633,920
+92%
清仓
EVR
EVERCORE INC
-$18.9M
0
-100%
建仓
—
PROASSURANCE CORP
+$18.4M
944,550
减持
POOL
POOL CORPORATION
-$18.3M
253,120
-10%
建仓
—
HESKA CORP
+$17.5M
240,300
减持
—
BTRS HLDGS INC
+$17.2M
4,407,508
-7%
清仓
—
ENFUSION INC
-$16.8M
0
-100%
增持
PINS
PINTEREST INC
+$16.8M
1,653,200
+38%
增持
HQY
HEALTHEQUITY INC
+$16.7M
684,935
+43%
减持
PCTY
PAYLOCITY HOLDING CORPORATION
+$16.6M
354,050
-10%
增持
NSA
NATIONAL STORAGE AFFILIATES TRUST
+$16.4M
1,021,910
+96%
增持
CASY
CASEYS GEN STORES
+$15.4M
264,800
+28%
增持
—
PAYCOR HCM INC
+$15.3M
1,785,380
+24%
减持
MPWR
MONOLITHIC PWR SYS
-$14.6M
132,800
-19%
减持
SBAC
SBA COMMUNICATIONS CORPORATION
-$14.4M
338,945
-2%
增持
—
SILK ROAD MEDICAL INC
+$14.3M
1,007,440
+18%
减持
IT
GARTNER INCORPORATION
+$14.0M
437,425
-1%
减持
ARGX
ARGENX SE
-$13.0M
133,325
-16%
减持
BAH
BOOZ ALLEN HAMILTON INC
-$12.9M
652,500
-19%
减持
VC
VISTEON CORPORATION
-$12.8M
336,400
-28%
减持
RBC
RBC BEARINGS INC
-$12.4M
112,600
-42%
减持
SBNY
SIGNATURE BANK
-$12.4M
397,400
-2%
增持
—
POWERSCHOOL HOLDINGS INC
+$12.1M
2,538,071
+1%
减持
LNG
CHENIERE ENERGY INC
+$11.9M
488,700
-6%
减持
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$11.4M
1,675,635
-22%
增持
AZTA
AZENTA INC
-$10.9M
424,130
+5%
减持
—
LESLIES INC
-$10.7M
2,995,774
-17%
增持
HUBB
HUBBELL INCORPORATED
+$10.1M
222,200
+1%
增持
ZWS
ZURN ELKAY WATER SOLUTIONS CORP
+$10.1M
2,069,165
+39%
增持
TMCI
TREACE MED CONCEPTS INC
+$9.9M
1,014,500
+16%
增持
—
CYBER-ARK SOFTWARE LIMITED
+$9.8M
366,450
+4%
增持
PANW
PALO ALTO NETWORKS INC
-$9.7M
692,160
+178%
减持
—
FOCUS FINANCIAL PARTNERS INC
-$9.4M
1,204,750
-13%
减持
—
ICON PLC SHS
-$9.4M
270,600
-1%
减持
HUBS
HUBSPOT INC
-$9.4M
103,300
-17%
增持
WHD
CACTUS INC
+$9.3M
908,990
+43%
增持
PTCT
PTC THERAPEUTICS, INC.
+$9.3M
731,890
+7%
增持
EXLS
EXLSERVICE HLDGS I
+$9.2M
340,910
+22%
减持
ENTG
ENTEGRIS INC
-$9.1M
652,100
-5%
增持
KEYS
KEYSIGHT TECHNOLOGIES, INC.
+$8.9M
391,300
+2%
减持
IBKR
INTERACTIVE BROKERS GROUP INC
+$8.7M
1,078,600
-1%
增持
MTDR
MATADOR RESOURCES COMPANY
+$8.3M
1,292,900
+10%
减持
ONTO
ONTO INNOVATION INC
-$7.9M
623,735
-9%
增持
TNDM
TANDEM DIABETES CARE INC
+$7.8M
546,465
+77%
减持
RRX
REGAL REXNORD CORPORATION
+$7.6M
290,010
-0%
增持
VAC
MARRIOTT VACATIONS WORLDWIDE CORP
+$7.3M
447,500
+10%
建仓
—
ARCELLX INC
+$7.2M
381,010
增持
BOOT
BOOT BARN HOLDINGS INC
+$7.0M
460,145
+60%
清仓
—
OUTSET MEDICAL
-$7.0M
0
-100%
增持
SM
SM ENERGY COMPANY
+$7.0M
725,680
+22%
减持
CRWD
CROWDSTRIKE HOLDINGS INC
-$6.9M
521,950
-5%
增持
PLNT
PLANET FITNESS INCORPORATION
-$6.7M
665,400
+0%
增持
WK
WORKIVA INC
+$6.7M
547,293
+1%
增持
—
AZEK COMPANY INC CL A
+$6.7M
2,370,370
+21%
增持
—
RENAISSANCERE HOLDINGS LTD.
-$6.6M
774,000
+5%
减持
EYE
NATIONAL VISION HOLDINGS INC
+$6.6M
1,685,840
-4%
减持
COR
AMERISOURCEBERGEN CORPORATION
-$6.3M
719,500
-2%
增持
ALGM
ALLEGRO MICROSYSTEMS INC
+$6.2M
2,061,800
+10%
减持
CPRT
COPART INC
-$5.9M
576,300
-7%
减持
CERT
CERTARA INC
-$5.8M
533,005
-11%
增持
BLFS
BIOLIFE SOLUTIONS
+$5.7M
547,350
+12%
增持
—
KENNEDY-WILSON HOLDINGS INC
-$5.7M
1,700,472
+1%
增持
SPT
SPROUT SOCIAL INC
+$5.6M
562,614
+15%
减持
—
GLOBAL E ONLINE LTD
+$5.4M
880,740
-2%
减持
CSL
CARLISLE COMPANIES INC
-$5.3M
199,800
-22%
减持
CWST
CASELLA WASTE SYSTEMS, INC.
-$5.3M
669,635
-14%
减持
BC
BRUNSWICK CORPORATION
-$5.2M
1,261,200
-6%
增持
VERX
VERTEX INC
+$5.2M
1,632,185
+8%
增持
SYNA
SYNAPTICS INCORPORATED
-$5.2M
340,565
+3%
减持
—
WNS HOLDINGS LTD
+$5.0M
903,210
-2%
增持
MLM
MARTIN MARIETTA MATERIALS INC
+$4.9M
203,800
+0%
减持
—
PIONEER NATURAL RESOURCES CO
-$4.9M
248,200
-6%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE INC.
-$4.9M
243,000
-5%
减持
—
ROYALTY PHARMA PLC
-$4.7M
1,564,900
-3%
减持
WCN
WASTE CONNECTIONS INC
-$4.6M
966,200
-11%
减持
—
EVO PAYMENTS INC
-$4.6M
1,000,000
-38%
减持
ATR
APTARGROUP INC.
-$4.5M
64,450
-37%
增持
—
INTRA-CELLULAR THERAPIES INC
-$4.5M
885,510
+11%
增持
TARS
TARSUS PHARMACEUTICALS INC
+$4.4M
1,519,910
+3%
增持
—
JFROG LTD
+$4.4M
1,390,071
+11%
增持
MCHP
MICROCHIP TECH INC
+$4.4M
1,046,900
+2%
减持
TPG
TPG INC
+$4.3M
1,271,700
-2%
增持
ESAB
ESAB CORPORATION
+$4.2M
1,175,510
+47%
增持
BSY
BENTLEY SYSTEMS INC
+$4.1M
1,528,500
+19%
减持
EFOR
ASGN INCORPORATED
-$4.1M
366,935
-11%
减持
LASR
NLIGHT INC
-$4.0M
1,714,930
-13%
减持
WING
WINGSTOP INC
+$4.0M
141,635
-23%
增持
—
PATRIA INVESTMENTS LTD
+$4.0M
1,277,718
+33%
减持
COCO
VITA COCO CO INC
-$4.0M
855,350
-39%
减持
PFGC
PERFORMANCE FOOD GROUP COMPANY
-$3.7M
288,100
-17%
增持
SNCY
SUN COUNTRY AIRLINES HOLDINGS INC
-$3.7M
1,516,505
+14%
增持
SAIA
SAIA INC
+$3.6M
161,870
+12%
减持
FND
FLOOR AND DECOR HOLDING INCORPORATION
-$3.6M
564,400
-18%
增持
MRVL
MARVELL TECHNOLOGY INC
+$3.2M
1,382,880
+7%
增持
EXPO
EXPONENT INC
+$3.2M
322,565
+18%
减持
—
NEW RELIC INC
+$3.1M
661,842
-5%
增持
INSP
INSPIRE MEDICAL SYSTEMS INC
+$3.0M
232,520
+11%
增持
MVBF
MVB FINANCIAL CORP
-$2.9M
944,600
+1%
减持
—
SMARTSHEET INC
+$2.9M
1,820,640
-4%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$2.7M
885,950
-18%
减持
CTAS
CINTAS CORPORATION
+$2.7M
285,100
-1%
减持
APH
AMPHENOL CORP
+$2.7M
1,040,000
-0%
增持
VCTR
VICTORY CAPITAL HOLDINGS, INC.
+$2.6M
1,575,859
+11%
增持
—
FLEETCOR TECHNOLOGIES INC
-$2.6M
210,100
+11%
减持
MBUU
MALIBU BOATS INC
-$2.6M
262,500
-9%
增持
LUNG
PULMONX CORPORATION
+$2.5M
1,223,754
+1%
增持
CHE
CHEMED CORPORATION
+$2.5M
153,220
+12%
减持
GFL
GFL ENVIRONMENTAL INC
-$2.5M
666,900
-11%
减持
PJT
PJT PARTNERS INC
-$2.4M
229,600
-9%
减持
ABG
ASBURY AUTOMOTIVE GROUP, INC.
-$2.4M
28,950
-28%
增持
PHR
PHREESIA INC
+$2.3M
911,940
+9%
减持
MTSI
MACOM TECHNOLOGY SOLUTIONS HOLDINGS
-$2.3M
753,220
-16%
减持
NDSN
NORDSON CORP
-$2.3M
225,800
-9%
增持
VEEV
VEEVA SYSTEMS INC
+$2.3M
326,200
+25%
减持
FA
FIRST ADVANTAGE CORPORATION
-$2.2M
1,339,492
-12%
减持
LUXE
MYT NETHERLANDS PARENT BV
+$2.2M
1,403,820
-1%
减持
—
ELASTIC N V
-$2.1M
626,000
-10%
减持
LULU
LULULEMON ATHLETIC
-$2.1M
208,200
-6%
减持
IIPR
INNOVATIVE INDUSTRIAL PROPERTES INC
-$2.1M
47,500
-17%
减持
—
SHOCKWAVE MED INC
+$2.0M
114,500
-27%
减持
MKSI
MKS INSTRUMENTS IN
-$1.9M
74,625
-5%
增持
EHC
ENCOMPASS HEALTH CORPORATION
+$1.9M
1,127,900
+29%
增持
WEX
WEX INC
+$1.9M
43,680
+84%
