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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 11
增持 50
减持 80
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
HXL
HEXCEL CORPORATION
+$60.1M
1,503,055
+93%
增持
EME
EMCOR GROUP INC
+$45.4M
426,083
+93%
清仓
NVST
ENVISTA HLDGS CORP
-$40.5M
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
LSCC
LATTICE SEMICONDUCTOR CORPORATION
-$38.0M
0
-100%
清仓
KNX
KNIGHT SWIFT TRANSN HOLDINGS INC
-$37.9M
0
-100%
增持
VEEV
VEEVA SYSTEMS INC
+$35.5M
496,404
+68%
减持
SNPS
SYNOPSYS INC
-$34.5M
120,854
-43%
减持
CRWD
CROWDSTRIKE HOLDINGS INC
+$31.6M
431,673
-8%
增持
OLED
UNIVERSAL DISPLAY
+$30.7M
198,899
+328%
增持
SAIA
SAIA INC
+$30.6M
115,660
+129%
清仓
KEYS
KEYSIGHT TECHNOLOGIES, INC.
-$30.4M
0
-100%
减持
—
CYBER-ARK SOFTWARE LIMITED
+$30.3M
552,529
-0%
增持
DXCM
DEXCOM INC
+$26.9M
768,590
+5%
减持
VC
VISTEON CORPORATION
-$25.1M
196,585
-45%
减持
CPRT
COPART INC
-$25.1M
661,936
-50%
清仓
ZWS
ZURN ELKAY WATER SOLUTIONS CORP
-$24.8M
0
-100%
减持
—
WNS HOLDINGS LTD
-$24.0M
575,701
-35%
减持
CTAS
CINTAS CORPORATION
+$22.2M
213,396
-4%
减持
—
APTIV PLC
-$22.1M
335,097
-37%
增持
ROK
ROCKWELL AUTOMATION, INC.
+$22.0M
194,185
+45%
减持
TPG
TPG INC
+$21.0M
2,029,511
-8%
减持
—
ASCENDIS PHARMA A/S
+$21.0M
792,945
-6%
增持
ROST
ROSS STORES INC
+$20.3M
631,775
+6%
减持
PANW
PALO ALTO NETWORKS INC
-$20.1M
301,389
-35%
增持
RRX
REGAL REXNORD CORPORATION
+$20.1M
283,705
+85%
增持
—
CLEARWATER ANALYTICS HLDGS INC
+$19.6M
1,751,540
+118%
减持
HQY
HEALTHEQUITY INC
-$19.0M
304,078
-43%
建仓
CVSA
ADTALEM GLOBAL EDUCATION INC
+$18.3M
311,135
增持
TER
TERADYNE INC
+$17.4M
757,448
+17%
减持
PINS
PINTEREST INC
+$17.4M
1,926,610
-4%
增持
KRYS
KRYSTAL BIOTECH INC
+$16.8M
250,470
+104%
增持
RGEN
REPLIGEN CORPORATION
+$16.8M
205,883
+62%
增持
HUBS
HUBSPOT INC
+$16.6M
150,405
+5%
减持
FLYW
FLYWIRE CORPORATION
-$16.5M
422,035
-49%
增持
POOL
POOL CORPORATION
+$16.5M
153,314
+22%
增持
COR
CENCORA INC
+$16.4M
530,732
+3%
增持
XENE
XENON PHARMACEUTICALS INC
+$16.4M
793,954
+34%
减持
MTDR
MATADOR RESOURCES COMPANY
-$16.4M
643,140
-28%
建仓
ICFI
ICF INTERNATIONAL
+$16.1M
120,265
增持
PPLI
IAC INC
+$16.0M
1,299,646
+26%
减持
GFL
GFL ENVIRONMENTAL INC
-$15.7M
1,749,095
-27%
建仓
FORM
FORMFACTOR INC
+$15.5M
371,225
建仓
SAFT
SAFETY INS GP INC
+$15.3M
200,900
清仓
—
EXPRO GROUP HOLDINGS N.V.
-$15.1M
0
-100%
建仓
FIX
COMFORT SYSTEMS US
+$14.1M
68,670
清仓
NDAQ
NASDAQ INC
-$13.9M
0
-100%
增持
—
JFROG LTD
+$13.9M
1,496,555
+0%
减持
MPWR
MONOLITHIC PWR SYS
+$13.9M
107,524
-8%
减持
—
SMARTSHEET INC
+$13.6M
2,060,851
-2%
增持
CSL
CARLISLE COMPANIES INC
+$13.2M
205,438
+4%
减持
ALGM
ALLEGRO MICROSYSTEMS INC
-$12.9M
363,400
-51%
建仓
—
RAPT THERAPEUTICS INC
+$12.5M
504,340
增持
NICE
NICE LIMITED
+$12.5M
377,718
+2%
增持
WSO
WATSCO INC
+$12.4M
125,788
+15%
减持
WSC
WILLSCOT MOBILE MINI HLDGS CORP
-$12.2M
540,950
-38%
减持
—
ELASTIC N V
+$11.7M
569,620
-12%
增持
EHC
ENCOMPASS HEALTH CORPORATION
+$11.3M
1,150,866
+18%
减持
—
PROASSURANCE CORP
-$11.0M
1,350,970
-14%
减持
—
STEVANATO GROUP
-$10.4M
1,833,276
-10%
建仓
AIT
APPLIED INDL TECHS
+$10.4M
60,050
增持
—
DAY ONE BIOPHARMACEUTICALS INC
+$10.3M
1,666,065
+46%
减持
APH
AMPHENOL CORP
+$10.3M
839,319
-3%
增持
WEX
WEX INC
+$9.9M
288,527
+17%
建仓
WRBY
WARBY PARKER INC
+$9.5M
676,720
减持
—
INTRA-CELLULAR THERAPIES INC
+$9.4M
496,350
-1%
减持
ITT
ITT INC
-$9.3M
189,625
-42%
增持
—
INTEGRAL AD SCIENCE HOLDING CORP
+$9.3M
2,700,968
+9%
减持
—
RENAISSANCERE HOLDINGS LTD.
-$9.0M
474,820
-8%
减持
NSA
NATIONAL STORAGE AFFILIATES TRUST
+$8.6M
917,875
-1%
减持
EWCZ
EUROPEAN WAX CTR INC
-$8.5M
1,186,965
-22%
减持
SYNA
SYNAPTICS INCORPORATED
+$8.4M
439,820
-6%
减持
—
POWERSCHOOL HOLDINGS INC
-$8.2M
1,943,996
-18%
减持
CWST
CASELLA WASTE SYSTEMS, INC.
-$8.2M
749,257
-21%
增持
—
HASHICORP INC
+$8.0M
2,697,746
+10%
减持
MCHP
MICROCHIP TECH INC
+$7.9M
850,329
-4%
建仓
CRL
CHARLES RIVER LABORATORIES INTL INC
+$7.5M
31,835
增持
ARGX
ARGENX SE
-$7.1M
112,705
+11%
减持
TSCO
TRACTOR SUPPLY CO
-$7.0M
160,016
-21%
增持
IWO
ISHARES RUSSELL 2000 GRWTH ETF
+$7.0M
93,780
+26%
减持
ONTO
ONTO INNOVATION INC
-$6.9M
198,418
-32%
增持
—
SHOCKWAVE MED INC
+$6.6M
230,685
+23%
减持
WHD
CACTUS INC
-$6.3M
783,748
-6%
增持
QTWO
Q2 HOLDINGS INC
+$6.1M
456,651
+8%
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$6.1M
488,805
+19%
减持
—
ASPEN TECHNOLOGY INC
-$6.0M
192,900
-19%
减持
PCTY
PAYLOCITY HOLDING CORPORATION
-$5.9M
280,487
-2%
减持
—
ICON PLC SHS
+$5.8M
203,322
-3%
增持
PHR
PHREESIA INC
+$5.7M
868,850
+12%
减持
IT
GARTNER INCORPORATION
-$5.5M
243,412
-27%
减持
SMPL
SIMPLY GOOD FOODS COMPANY
-$5.4M
458,625
-33%
增持
ORLY
O'REILLY AUTOMOTIVE INC
+$5.3M
121,064
+0%
减持
WING
WINGSTOP INC
-$5.0M
91,420
-42%
减持
—
PIONEER NATURAL RESOURCES CO
-$4.9M
214,598
-7%
减持
DRVN
DRIVEN BRANDS HOLDINGS INC
-$4.9M
1,465,836
-29%
减持
PFGC
PERFORMANCE FOOD GROUP COMPANY
-$4.9M
123,100
-46%
增持
ATRC
ATRICURE INC
-$4.8M
976,110
+8%
减持
AXON
AXON ENTERPRISE INC
-$4.8M
14,600
-66%
减持
IDXX
IDEXX LABORATORIES INC
+$4.8M
158,419
-17%
增持
ADUS
ADDUS HOMECARE COR
+$4.6M
264,088
+13%
减持
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$4.6M
1,305,745
-22%
减持
IOT
SAMSARA INC
+$4.4M
611,081
-4%
减持
AME
AMETEK INC
+$4.4M
385,922
-4%
减持
ESAB
ESAB CORPORATION
+$4.2M
547,225
-11%
减持
VCTR
VICTORY CAPITAL HOLDINGS, INC.
-$4.1M
732,571
-17%
减持
BC
BRUNSWICK CORPORATION
-$4.0M
747,106
-23%
清仓
—
NEW RELIC INC
-$4.0M
0
-100%
减持
AVDX
AVIDXCHANGE HLDGS INC
+$3.9M
1,845,849
-8%
减持
—
PAYCOR HCM INC
-$3.7M
707,412
-15%
减持
MLM
MARTIN MARIETTA MATERIALS INC
-$3.6M
120,609
-22%
减持
—
AZEK COMPANY INC CL A
+$3.6M
769,597
-12%
增持
TMCI
TREACE MED CONCEPTS INC
+$3.5M
1,749,120
+22%
减持
RBC
RBC BEARINGS INC
-$3.4M
71,347
-30%
增持
MRTN
MARTEN TRANSPORT
+$3.4M
1,135,410
+9%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE INC.
+$3.3M
214,705
-4%
减持
RPM
RPM INTERNATIONAL INC.
+$3.3M
424,991
-9%
减持
VERX
VERTEX INC
+$3.2M
1,356,325
-6%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$3.1M
1,650,167
+10%
增持
—
GLOBAL E ONLINE LTD
+$3.1M
739,580
+12%
减持
KLIC
KULICKE AND SOFFA INDUSTRIES, INC.
+$3.0M
599,767
-2%
增持
EXPO
EXPONENT INC
+$2.9M
469,715
+4%
建仓
—
SHARKNINJA INC
+$2.7M
53,500
减持
PJT
PJT PARTNERS INC
-$2.6M
233,972
-30%
减持
MRVL
MARVELL TECHNOLOGY INC
+$2.6M
627,973
-4%
建仓
CCC
CCC INTELLIGENT SOLUTIONS HLDGS INC
+$2.5M
223,000
减持
BSY
BENTLEY SYSTEMS INC
-$2.5M
1,317,026
-7%
增持
—
NOVA LTD
+$2.4M
71,770
+8%
增持
COHU
COHU INC
+$2.4M
696,788
+8%
减持
MTN
VAIL RESORTS, INC.
-$2.3M
12,300
-44%
增持
WK
WORKIVA INC
+$2.2M
418,635
+5%
增持
LEGN
LEGEND BIOTECH CORP
+$2.1M
1,065,889
+15%
减持
JKHY
JACK HENRY & ASSOC
-$2.1M
24,025
-39%
减持
VRSK
VERISK ANALYTICS INC
-$2.0M
350,520
-3%
增持
MVBF
MVB FINANCIAL CORP
+$2.0M
615,935
+17%
减持
CHE
CHEMED CORPORATION
+$2.0M
184,210
-9%
增持
ACVA
ACV AUCTIONS INC CL A
+$1.9M
1,213,103
+12%
减持
—
PARAGON 28 INC
-$1.8M
157,000
-48%
增持
WBS
WEBSTER FINANCIAL CORPORATION
+$1.8M
73,425
+57%
减持
SPT
SPROUT SOCIAL INC
-$1.6M
286,424
-26%
减持
AVNT
AVIENT CORP
-$1.6M
587,957
-20%
减持
HLNE
HAMILTON LANE INC
-$1.6M
357,045
-23%
减持
CSGP
COSTAR GROUP INC
-$1.5M
740,641
-14%
减持
PODD
INSULET CORPORATION
-$1.5M
9,800
-57%
增持
—
DESPEGAR.COM, CORP
+$1.5M
396,400
+28%
减持
MTSI
MACOM TECHNOLOGY SOLUTIONS HOLDINGS
-$1.5M
294,465
-17%
减持
CERT
CERTARA INC
+$1.4M
509,185
-2%
增持
IBKR
INTERACTIVE BROKERS GROUP INC
+$1.4M
808,806
+7%
清仓
—
DADA NEXUS LTD
-$1.4M
0
-100%
减持
FIVE
FIVE BELOW INC
-$1.3M
207,737
-27%
减持
SVV
SAVERS VALUE VLG INC
-$1.2M
786,510
-1%
减持
TYL
TYLER TECHNOLOGIES
-$1.1M
132,013
-9%
