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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 10
增持 45
减持 81
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
RPM
RPM INTERNATIONAL INC.
+$54.3M
663,170
+1002%
减持
SBAC
SBA COMMUNICATIONS CORPORATION
-$47.2M
98,210
-63%
增持
TER
TERADYNE INC
+$43.8M
678,382
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。
+130%
建仓
LSCC
LATTICE SEMICONDUCTOR CORPORATION
+$42.7M
444,260
清仓
FMC
FMC CORPORATION
-$40.2M
0
-100%
建仓
—
STEVANATO GROUP
+$40.1M
1,237,970
清仓
CASY
CASEYS GEN STORES
-$37.2M
0
-100%
增持
—
REATA PHARMACEUTICALS INC
+$34.8M
344,580
+10035%
减持
VAC
MARRIOTT VACATIONS WORLDWIDE CORP
-$24.2M
204,626
-44%
增持
IDXX
IDEXX LABORATORIES INC
+$23.8M
149,582
+46%
减持
—
ASCENDIS PHARMA A/S
-$22.9M
767,427
-10%
增持
GFL
GFL ENVIRONMENTAL INC
+$20.4M
2,022,800
+20%
建仓
SVV
SAVERS VALUE VLG INC
+$19.0M
800,050
清仓
AR
ANTERO RESOURCES CORPORATION
-$18.5M
0
-100%
减持
CSGP
COSTAR GROUP INC
+$17.8M
910,801
-1%
减持
ENTG
ENTEGRIS INC
-$17.6M
181,705
-61%
清仓
—
PROMETHEUS BIOSCIENCES INC
-$17.6M
0
-100%
清仓
SM
SM ENERGY COMPANY
-$17.6M
0
-100%
清仓
—
IVERIC BIO INC
-$17.5M
0
-100%
增持
—
ELASTIC N V
+$17.0M
721,150
+43%
减持
MAN
MANPOWERGROUP INC
-$16.6M
203,365
-49%
增持
LNG
CHENIERE ENERGY INC
+$16.6M
618,188
+26%
增持
—
JFROG LTD
+$16.5M
1,351,213
+27%
清仓
—
HESKA CORP
-$16.4M
0
-100%
减持
COR
AMERISOURCEBERGEN CORPORATION
+$16.1M
539,820
-2%
增持
VC
VISTEON CORPORATION
+$15.9M
260,600
+90%
减持
BSY
BENTLEY SYSTEMS INC
+$15.8M
1,505,126
-2%
减持
AOS
SMITH(AO)CORP
-$15.2M
823,295
-24%
清仓
TARS
TARSUS PHARMACEUTICALS INC
-$15.0M
0
-100%
减持
NDAQ
NASDAQ INC
-$14.8M
525,830
-30%
增持
TPG
TPG INC
+$14.7M
1,981,630
+34%
建仓
MRTN
MARTEN TRANSPORT
+$14.3M
663,395
减持
POOL
POOL CORPORATION
-$14.1M
135,670
-28%
增持
CHE
CHEMED CORPORATION
+$14.0M
176,481
+16%
增持
FIVE
FIVE BELOW INC
+$13.9M
287,875
+39%
清仓
MKL
MARKEL CORPORATION
-$13.8M
0
-100%
减持
MLM
MARTIN MARIETTA MATERIALS INC
+$13.7M
162,800
-6%
减持
HUBS
HUBSPOT INC
+$13.2M
132,250
-1%
减持
EXLS
EXLSERVICE HLDGS I
-$12.3M
255,175
-19%
减持
—
KENNEDY-WILSON HOLDINGS INC
-$12.2M
516,900
-58%
减持
LEGN
LEGEND BIOTECH CORP
+$12.2M
918,992
-14%
增持
PPLI
IAC INC
+$12.1M
620,971
+19%
减持
—
PAYCOR HCM INC
-$12.0M
1,170,400
-22%
增持
WSC
WILLSCOT MOBILE MINI HLDGS CORP
+$11.9M
620,600
+64%
减持
PANW
PALO ALTO NETWORKS INC
+$11.7M
511,834
-14%
减持
SNPS
SYNOPSYS INC
+$11.4M
282,960
-2%
清仓
MBUU
MALIBU BOATS INC
-$11.4M
0
-100%
减持
—
RENAISSANCERE HOLDINGS LTD.
-$11.2M
539,865
-3%
清仓
LUXE
MYT NETHERLANDS PARENT BV
-$11.2M
0
-100%
增持
—
ICON PLC SHS
+$10.9M
220,890
+6%
减持
WCN
WASTE CONNECTIONS INC
-$10.6M
847,277
-11%
清仓
ENPH
ENPHASE ENERGY INC
-$10.5M
0
-100%
增持
ROST
ROSS STORES INC
+$10.3M
612,750
+11%
建仓
AVDX
AVIDXCHANGE HLDGS INC
+$10.2M
986,675
建仓
COHU
COHU INC
+$10.1M
243,310
增持
—
ASPEN TECHNOLOGY INC
-$10.1M
284,375
+13%
减持
PLNT
PLANET FITNESS INCORPORATION
-$10.1M
435,200
-14%
减持
ESAB
ESAB CORPORATION
-$10.0M
970,316
-23%
建仓
—
DAY ONE BIOPHARMACEUTICALS INC
+$9.6M
805,700
减持
VRSK
VERISK ANALYTICS INC
+$9.6M
383,483
-5%
增持
INSP
INSPIRE MEDICAL SYSTEMS INC
+$9.4M
102,300
+0%
增持
EME
EMCOR GROUP INC
+$9.3M
281,540
+7%
减持
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$9.3M
1,672,730
-15%
减持
TYL
TYLER TECHNOLOGIES
+$9.0M
155,190
-1%
减持
TSCO
TRACTOR SUPPLY CO
-$8.6M
215,478
-10%
减持
MCHP
MICROCHIP TECH INC
-$8.5M
827,865
-16%
减持
ONTO
ONTO INNOVATION INC
-$8.4M
281,111
-40%
增持
KLIC
KULICKE AND SOFFA INDUSTRIES, INC.
+$8.1M
502,625
+22%
增持
WSO
WATSCO INC
+$8.0M
125,565
+0%
建仓
ATMU
ATMUS FILTRATION TECHNOLOGIES INC
+$8.0M
363,957
减持
EFX
EQUIFAX INC
+$7.9M
256,610
-1%
减持
DRVN
DRIVEN BRANDS HOLDINGS INC
-$7.8M
1,779,533
-4%
减持
—
NEW RELIC INC
-$7.7M
359,610
-13%
增持
—
WNS HOLDINGS LTD
-$7.6M
882,738
+13%
减持
EFOR
ASGN INCORPORATED
-$7.3M
108,274
-42%
增持
—
SMARTSHEET INC
+$7.1M
1,928,133
+38%
增持
PHR
PHREESIA INC
+$7.1M
718,286
+53%
减持
—
ROYALTY PHARMA PLC
-$7.0M
1,257,195
-1%
增持
NVST
ENVISTA HLDGS CORP
-$6.9M
1,516,700
+6%
减持
SPT
SPROUT SOCIAL INC
-$6.9M
385,293
-5%
减持
CTAS
CINTAS CORPORATION
+$6.9M
234,730
-1%
减持
—
NOVA LTD
-$6.9M
72,700
-51%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$6.7M
1,567,753
+30%
增持
CSL
CARLISLE COMPANIES INC
+$6.5M
169,575
+3%
减持
ORLY
O'REILLY AUTOMOTIVE INC
+$6.3M
140,435
-7%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE INC.
+$6.3M
232,500
-1%
减持
AME
AMETEK INC
+$6.2M
424,715
-1%
减持
PTCT
PTC THERAPEUTICS, INC.
-$5.8M
572,353
-5%
减持
CWST
CASELLA WASTE SYSTEMS, INC.
+$5.7M
798,692
-1%
增持
FLYW
FLYWIRE CORPORATION
+$5.6M
934,325
+17%
减持
IT
GARTNER INCORPORATION
+$5.4M
353,541
-3%
减持
TTEK
TETRA TECH INC
-$5.4M
221,615
-22%
减持
BOOT
BOOT BARN HOLDINGS INC
-$5.4M
254,050
-28%
增持
NSA
NATIONAL STORAGE AFFILIATES TRUST
-$5.3M
876,710
+2%
减持
ACVA
ACV AUCTIONS INC CL A
+$5.1M
1,286,033
-3%
增持
—
PROASSURANCE CORP
-$5.0M
1,603,855
+2%
增持
NICE
NICE LIMITED
-$4.7M
360,875
+4%
减持
PCTY
PAYLOCITY HOLDING CORPORATION
-$4.7M
296,590
-1%
减持
EHC
ENCOMPASS HEALTH CORPORATION
+$4.7M
983,820
-14%
减持
NDSN
NORDSON CORP
+$4.6M
193,010
-1%
增持
KNX
KNIGHT SWIFT TRANSN HOLDINGS INC
+$4.6M
747,300
+14%
减持
MPWR
MONOLITHIC PWR SYS
+$4.3M
124,020
-1%
减持
—
LESLIES INC
-$4.3M
1,841,214
-6%
减持
WK
WORKIVA INC
-$4.2M
285,639
-12%
增持
SYNA
SYNAPTICS INCORPORATED
+$4.1M
478,495
+45%
减持
VEEV
VEEVA SYSTEMS INC
+$4.0M
323,995
-1%
减持
—
POWERSCHOOL HOLDINGS INC
-$4.0M
2,926,415
-3%
减持
ADUS
ADDUS HOMECARE COR
-$3.8M
150,838
-10%
减持
FND
FLOOR AND DECOR HOLDING INCORPORATION
-$3.8M
448,160
-13%
减持
RRX
REGAL REXNORD CORPORATION
-$3.5M
217,565
-17%
减持
BC
BRUNSWICK CORPORATION
+$3.5M
1,015,578
-1%
增持
RGEN
REPLIGEN CORPORATION
+$3.5M
229,928
+33%
减持
VERX
VERTEX INC
-$3.4M
1,318,700
-6%
减持
—
SILK ROAD MEDICAL INC
-$3.4M
377,325
-6%
增持
ITT
ITT INC
+$3.4M
432,570
+1%
减持
—
AZEK COMPANY INC CL A
+$3.3M
1,147,672
-14%
减持
MTSI
MACOM TECHNOLOGY SOLUTIONS HOLDINGS
-$3.2M
473,515
-2%
增持
RBC
RBC BEARINGS INC
+$3.2M
90,100
+28%
清仓
IIPR
INNOVATIVE INDUSTRIAL PROPERTES INC
-$3.1M
0
-100%
增持
PEN
PENUMBRA INCORPORATION
+$3.0M
44,380
+1%
增持
EXPO
EXPONENT INC
+$2.9M
400,140
+16%
减持
HXL
HEXCEL CORPORATION
-$2.9M
530,730
-16%
减持
—
CYBER-ARK SOFTWARE LIMITED
+$2.9M
542,582
-2%
减持
—
GLOBAL E ONLINE LTD
+$2.9M
591,540
-11%
增持
BMBL
BUMBLE INC
-$2.7M
1,318,996
+4%
减持
HQY
HEALTHEQUITY INC
-$2.7M
524,565
-14%
减持
HGV
HILTON GRAND VACATIONS INC
-$2.6M
650,077
-10%
减持
—
INTEGRAL AD SCIENCE HOLDING CORP
+$2.6M
1,880,924
-14%
增持
PFGC
PERFORMANCE FOOD GROUP COMPANY
+$2.5M
200,950
+26%
减持
CERT
CERTARA INC
-$2.5M
356,820
-4%
减持
APH
AMPHENOL CORP
+$2.5M
938,517
-1%
减持
WHD
CACTUS INC
-$2.5M
954,268
-8%
增持
PINS
PINTEREST INC
+$2.3M
1,804,620
+5%
减持
—
PATRIA INVESTMENTS LTD
-$2.3M
716,000
-15%
减持
—
ARCOS DORADOS HOLDINGS INC
+$2.1M
1,352,400
-11%
减持
IOT
SAMSARA INC
-$2.1M
792,895
-35%
建仓
WBS
WEBSTER FINANCIAL CORPORATION
+$2.0M
53,200
增持
PJT
PJT PARTNERS INC
+$1.8M
342,559
+12%
增持
XENE
XENON PHARMACEUTICALS INC
+$1.8M
426,925
+5%
增持
AXON
AXON ENTERPRISE INC
+$1.8M
28,290
+71%
减持
WING
WINGSTOP INC
-$1.8M
74,045
-18%
增持
—
APTIV PLC
-$1.8M
626,970
+7%
清仓
—
AFYA LTD
-$1.8M
0
-100%
减持
HLNE
HAMILTON LANE INC
+$1.8M
681,660
-4%
减持
VCTR
VICTORY CAPITAL HOLDINGS, INC.
+$1.7M
1,151,279
-3%
减持
MVBF
MVB FINANCIAL CORP
-$1.7M
579,025
-14%
减持
MGY
MAGNOLIA OIL & GAS CORPORATION
-$1.6M
985,179
-3%
减持
—
SHOCKWAVE MED INC
-$1.5M
72,700
-29%
建仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$1.5M
30,000
减持
KEYS
KEYSIGHT TECHNOLOGIES, INC.
-$1.5M
327,632
-6%
