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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 12
增持 29
减持 97
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
EYE
NATIONAL VISION HOLDINGS INC
-$57.4M
0
-100%
清仓
LULU
LULULEMON ATHLETIC
-$54.7M
0
-100%
清仓
BAH
BOOZ ALLEN HAMILTON INC
-$54.6M
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。
增持
GFL
GFL ENVIRONMENTAL INC
+$44.3M
1,685,970
+258%
建仓
FIVE
FIVE BELOW INC
+$42.7M
207,145
建仓
WSO
WATSCO INC
+$39.9M
125,280
清仓
ROK
ROCKWELL AUTOMATION, INC.
-$38.8M
0
-100%
建仓
KNX
KNIGHT SWIFT TRANSN HOLDINGS INC
+$37.0M
653,070
清仓
SBNY
SIGNATURE BANK
-$36.9M
0
-100%
清仓
HUBB
HUBBELL INCORPORATED
-$36.0M
0
-100%
减持
—
SILK ROAD MEDICAL INC
-$34.9M
400,675
-58%
建仓
MAN
MANPOWERGROUP INC
+$32.8M
396,850
建仓
TER
TERADYNE INC.
+$31.8M
295,455
减持
—
FOCUS FINANCIAL PARTNERS INC
-$31.5M
27,600
-97%
建仓
RGEN
REPLIGEN CORPORATION
+$29.1M
172,695
建仓
EWCZ
EUROPEAN WAX CTR INC
+$28.6M
1,502,855
减持
PANW
PALO ALTO NETWORKS INC
+$27.9M
596,194
-9%
增持
HUBS
HUBSPOT INC
+$27.3M
133,385
+29%
建仓
BMBL
BUMBLE INC
+$24.8M
1,269,641
减持
AR
ANTERO RESOURCES CORPORATION
-$23.4M
800,000
-41%
减持
IT
GARTNER INCORPORATION
-$22.9M
363,542
-14%
建仓
KLIC
KULICKE AND SOFFA INDUSTRIES, INC.
+$21.8M
413,420
建仓
AVNT
AVIENT CORP
+$21.6M
525,982
减持
SMPL
SIMPLY GOOD FOODS COMPANY
-$21.6M
570,900
-51%
减持
HQY
HEALTHEQUITY INC
-$19.2M
609,830
-32%
减持
SNPS
SYNOPSYS INC
+$18.1M
289,505
-1%
减持
SBAC
SBA COMMUNICATIONS CORPORATION
-$17.8M
267,988
-14%
建仓
—
PROMETHEUS BIOSCIENCES INC
+$17.6M
164,055
减持
LASR
NLIGHT INC
-$17.1M
11,482
-99%
增持
CPRT
COPART INC
+$17.1M
1,034,200
+4%
减持
ZWS
ZURN ELKAY WATER SOLUTIONS CORP
-$17.0M
1,315,550
-38%
减持
EME
EMCOR GROUP INC
-$16.9M
262,650
-35%
增持
CRWD
CROWDSTRIKE HOLDINGS INC
+$16.8M
519,900
+0%
减持
COR
AMERISOURCEBERGEN CORPORATION
-$16.2M
548,255
-13%
减持
IDXX
IDEXX LABORATORIES INC
-$16.1M
102,595
-38%
增持
—
CYBER-ARK SOFTWARE LIMITED
+$15.7M
553,875
+8%
增持
NVST
ENVISTA HLDGS CORP
+$15.6M
1,425,415
+13%
减持
—
ROYALTY PHARMA PLC
-$15.4M
1,267,830
-18%
减持
ARGX
ARGENX SE
-$14.8M
93,205
-29%
减持
FMC
FMC CORPORATION
-$14.7M
329,020
-25%
清仓
AZTA
AZENTA INC
-$14.2M
0
-100%
清仓
CMCO
COLUMBUS MCKINNON CORPORATION
-$14.2M
0
-100%
减持
INSP
INSPIRE MEDICAL SYSTEMS INC
-$14.1M
101,900
-32%
增持
EFX
EQUIFAX INC
+$14.1M
258,540
+31%
减持
MPWR
MONOLITHIC PWR SYS
+$13.7M
125,170
-10%
减持
FND
FLOOR AND DECOR HOLDING INCORPORATION
+$12.6M
513,120
-6%
清仓
SNCY
SUN COUNTRY AIRLINES HOLDINGS INC
-$12.5M
0
-100%
增持
PJT
PJT PARTNERS INC
+$12.4M
304,909
+133%
建仓
PEN
PENUMBRA INCORPORATION
+$12.2M
43,930
减持
—
AZEK COMPANY INC CL A
-$12.2M
1,337,485
-38%
减持
MCHP
MICROCHIP TECH INC
+$11.7M
986,260
-2%
增持
TTEK
TETRA TECH INC
+$11.5M
283,860
+37%
减持
ITT
ITT INC
-$11.2M
428,125
-28%
增持
YETI
YETI HLDGS INC
+$11.1M
382,100
+273%
增持
—
ASPEN TECHNOLOGY INC
+$11.0M
252,310
+11%
减持
PHR
PHREESIA INC
-$10.6M
469,955
-41%
减持
MKL
MARKEL CORPORATION
-$10.5M
10,820
-41%
减持
ATRC
ATRICURE INC
-$10.4M
777,855
-19%
减持
ROST
ROSS STORES INC
-$10.2M
550,220
-7%
减持
NICE
NICE LIMITED
+$10.2M
346,325
-4%
减持
VAC
MARRIOTT VACATIONS WORLDWIDE CORP
-$10.0M
365,541
-17%
减持
ALGM
ALLEGRO MICROSYSTEMS INC
-$9.9M
577,764
-54%
减持
—
INTRA-CELLULAR THERAPIES INC
-$9.8M
511,075
-28%
减持
AOS
SMITH(AO)CORP
+$9.7M
1,086,765
-5%
减持
—
SMARTSHEET INC
+$9.6M
1,394,381
-4%
减持
PLNT
PLANET FITNESS INCORPORATION
-$9.3M
507,375
-18%
增持
—
NOVA LTD
+$9.2M
147,700
+94%
减持
POOL
POOL CORPORATION
-$9.1M
189,673
-23%
增持
CHE
CHEMED CORPORATION
+$9.0M
151,665
+7%
增持
MTDR
MATADOR RESOURCES COMPANY
-$8.8M
1,083,780
+3%
减持
SM
SM ENERGY COMPANY
-$8.1M
624,440
-15%
增持
RRX
REGAL REXNORD CORPORATION
+$7.9M
263,075
+8%
增持
PPLI
IAC INC
+$7.6M
521,265
+20%
减持
CASY
CASEYS GEN STORES
-$7.4M
171,660
-14%
减持
BSY
BENTLEY SYSTEMS INC
+$7.4M
1,531,946
-3%
减持
NDSN
NORDSON CORP
-$7.3M
194,940
-8%
减持
—
INTEGRAL AD SCIENCE HOLDING CORP
+$7.1M
2,190,949
-20%
减持
—
JFROG LTD
-$7.0M
1,061,343
-19%
减持
—
LESLIES INC
-$7.0M
1,963,614
-16%
减持
WK
WORKIVA INC
-$7.0M
324,189
-32%
减持
KEYS
KEYSIGHT TECHNOLOGIES, INC.
-$6.9M
349,207
-6%
清仓
—
ARCELLX INC
-$6.8M
0
-100%
增持
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$6.7M
1,964,430
+9%
清仓
CRL
CHARLES RIVER LABORATORIES INTL INC
-$6.5M
0
-100%
减持
—
RENAISSANCERE HOLDINGS LTD.
+$6.5M
558,335
-2%
减持
ENPH
ENPHASE ENERGY INC
-$6.2M
50,000
-21%
减持
—
PIONEER NATURAL RESOURCES CO
-$6.1M
216,645
-2%
减持
HGV
HILTON GRAND VACATIONS INC
-$6.1M
722,862
-27%
减持
VEEV
VEEVA SYSTEMS INC
+$6.1M
326,830
-2%
减持
—
PAYCOR HCM INC
-$6.0M
1,495,960
-20%
减持
TARS
TARSUS PHARMACEUTICALS INC
-$6.0M
1,192,660
-17%
减持
QTWO
Q2 HOLDINGS INC
-$5.9M
304,060
-39%
增持
PINS
PINTEREST INC
+$5.8M
1,723,790
+2%
减持
EFOR
ASGN INCORPORATED
-$5.8M
187,664
-28%
减持
VC
VISTEON CORPORATION
-$5.7M
137,050
-34%
减持
VRSK
VERISK ANALYTICS INC
+$5.4M
401,678
-1%
增持
—
ASCENDIS PHARMA A/S
-$5.3M
852,080
+8%
减持
PCTY
PAYLOCITY HOLDING CORPORATION
-$5.2M
298,965
-10%
增持
LNG
CHENIERE ENERGY INC
+$5.2M
492,290
+2%
增持
CWST
CASELLA WASTE SYSTEMS, INC.
+$5.2M
805,277
+4%
减持
MVBF
MVB FINANCIAL CORP
-$5.1M
673,950
-22%
减持
HLNE
HAMILTON LANE INC
-$4.7M
713,225
-21%
减持
WING
WINGSTOP INC
-$4.6M
90,475
-41%
减持
DRVN
DRIVEN BRANDS HOLDINGS INC
-$4.5M
1,844,943
-17%
减持
RBC
RBC BEARINGS INC
-$4.5M
70,480
-29%
减持
—
GLOBAL E ONLINE LTD
+$4.4M
662,965
-19%
减持
XENE
XENON PHARMACEUTICALS INC
-$4.4M
407,795
-15%
减持
—
AFYA LTD
-$4.4M
157,900
-60%
减持
ONTO
ONTO INNOVATION INC
+$4.4M
468,696
-13%
减持
WSC
WILLSCOT MOBILE MINI HLDGS CORP
-$4.3M
379,175
-23%
减持
VCTR
VICTORY CAPITAL HOLDINGS, INC.
-$4.3M
1,181,079
-18%
减持
ACVA
ACV AUCTIONS INC CL A
+$4.1M
1,328,690
-16%
减持
—
IVERIC BIO INC
-$4.1M
719,825
-29%
增持
LEGN
LEGEND BIOTECH CORP
+$4.0M
1,063,610
+12%
减持
PTCT
PTC THERAPEUTICS, INC.
+$3.9M
601,083
-9%
减持
WCN
WASTE CONNECTIONS INC
+$3.9M
947,000
-2%
减持
IOT
SAMSARA INC
+$3.9M
1,221,150
-25%
减持
VERX
VERTEX INC
+$3.9M
1,408,290
-19%
减持
TYL
TYLER TECHNOLOGIES
+$3.8M
156,975
-2%
减持
—
WNS HOLDINGS LTD
-$3.5M
779,763
-18%
清仓
ABG
ASBURY AUTOMOTIVE GROUP, INC.
-$3.4M
0
-100%
减持
—
APTIV PLC
+$3.4M
586,340
-13%
减持
—
KENNEDY-WILSON HOLDINGS INC
-$3.3M
1,244,217
-18%
减持
SPT
SPROUT SOCIAL INC
-$3.3M
405,903
-18%
减持
SYNA
SYNAPTICS INCORPORATED
+$3.2M
330,830
-6%
减持
HXL
HEXCEL CORPORATION
-$3.2M
633,655
-20%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE INC.
+$3.1M
234,120
-2%
减持
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
-$3.0M
1,145,175
-15%
增持
TPG
TPG INC
+$2.9M
1,474,159
+2%
增持
EHC
ENCOMPASS HEALTH CORPORATION
-$2.9M
1,145,210
+6%
减持
BC
BRUNSWICK CORPORATION
-$2.9M
1,029,930
-15%
减持
ADUS
ADDUS HOMECARE COR
-$2.7M
166,708
-19%
增持
—
POWERSCHOOL HOLDINGS INC
-$2.6M
3,025,360
+12%
增持
EXPO
EXPONENT INC
+$2.6M
345,005
+7%
减持
APH
AMPHENOL CORP
-$2.6M
945,500
-10%
增持
EXLS
EXLSERVICE HLDGS I
-$2.2M
314,040
+0%
减持
CGNX
COGNEX CORP
-$2.2M
55,300
-47%
减持
—
ELASTIC N V
-$2.2M
505,575
-17%
减持
IIPR
INNOVATIVE INDUSTRIAL PROPERTES INC
-$2.1M
41,300
-20%
增持
WHD
CACTUS INC
+$2.1M
1,039,088
+28%
减持
—
HESKA CORP
+$1.9M
168,440
-28%
减持
—
SHOCKWAVE MED INC
-$1.8M
102,760
-12%
减持
—
ARCOS DORADOS HOLDINGS INC
-$1.8M
1,520,400
-6%
减持
MTSI
MACOM TECHNOLOGY SOLUTIONS HOLDINGS
-$1.7M
483,575
-15%
减持
—
ICON PLC SHS
-$1.7M
207,555
-12%
增持
—
PARAGON 28 INC
+$1.7M
362,300
+54%
减持
PFGC
PERFORMANCE FOOD GROUP COMPANY
-$1.7M
158,900
-18%
减持
IBKR
INTERACTIVE BROKERS GROUP INC
-$1.6M
810,040
-14%
减持
ENTG
ENTEGRIS INC
-$1.6M
460,755
-23%
减持
MBUU
MALIBU BOATS INC
-$1.6M
201,275
-17%
