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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 16
增持 31
减持 92
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
CUBE
CUBESMART L.P.
+$48.7M
1,077,305
清仓
—
PIONEER NATURAL RESOURCES CO
-$48.3M
0
-100%
建仓
GPN
GLOBAL PAYMENTS
+$47.1M
352,345
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
RRX
REGAL REXNORD CORPORATION
+$42.0M
466,475
+64%
建仓
PR
PERMIAN RESOURCES CORP
+$40.7M
2,302,665
减持
HXL
HEXCEL CORPORATION
-$37.9M
1,001,964
-33%
清仓
—
WNS HOLDINGS LTD
-$36.4M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$35.0M
189,449
-37%
清仓
—
APTIV PLC
-$30.1M
0
-100%
增持
CRL
CHARLES RIVER LABORATORIES INTL INC
+$29.1M
135,003
+324%
减持
—
SHOCKWAVE MED INC
+$28.2M
221,642
-4%
减持
SNPS
SYNOPSYS INC
-$26.3M
62,884
-48%
减持
—
CYBER-ARK SOFTWARE LIMITED
+$25.6M
551,825
-0%
清仓
VC
VISTEON CORPORATION
-$24.6M
0
-100%
清仓
WING
WINGSTOP INC
-$23.5M
0
-100%
减持
EHC
ENCOMPASS HEALTH CORPORATION
-$22.7M
654,872
-43%
建仓
—
CREDO TECHNOLOGY GROUP HOLDING
+$22.5M
1,063,496
减持
—
SMARTSHEET INC
-$22.4M
1,976,664
-4%
建仓
MAX
MEDIAALPHA INC
+$22.2M
1,088,893
减持
EME
EMCOR GROUP INC
+$20.8M
321,465
-25%
减持
EXPO
EXPONENT INC
-$20.1M
256,480
-45%
建仓
ROAD
CONSTRUCTION PARTNERS INC
+$19.8M
353,193
减持
IBKR
INTERACTIVE BROKERS GROUP INC
-$19.7M
423,815
-48%
减持
CRWD
CROWDSTRIKE HOLDINGS INC
+$19.4M
404,438
-6%
建仓
PI
IMPINJ INC
+$19.2M
149,480
减持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$19.0M
209,487
-57%
清仓
CVSA
ADTALEM GLOBAL EDUCATION INC
-$18.3M
0
-100%
清仓
SMPL
SIMPLY GOOD FOODS COMPANY
-$18.2M
0
-100%
增持
SAFT
SAFETY INS GP INC
+$18.0M
405,118
+102%
建仓
FRPT
FRESHPET INC
+$17.8M
154,022
建仓
—
WNS HOLDINGS LTD
+$17.5M
346,204
减持
—
PROASSURANCE CORP
-$15.4M
254,598
-81%
减持
NICE
NICE LIMITED
+$15.1M
347,115
-8%
减持
VEEV
VEEVA SYSTEMS INC
+$14.9M
476,719
-4%
增持
EFX
EQUIFAX INC
+$14.8M
223,060
+23%
增持
ACVA
ACV AUCTIONS INC CL A
+$14.8M
1,765,822
+46%
减持
KRYS
KRYSTAL BIOTECH INC
-$13.8M
97,161
-61%
减持
—
POWERSCHOOL HOLDINGS INC
-$13.6M
1,513,478
-22%
增持
WRBY
WARBY PARKER INC
+$13.4M
1,687,750
+149%
减持
GFL
GFL ENVIRONMENTAL INC
-$13.2M
1,366,656
-22%
减持
—
ASCENDIS PHARMA A/S
-$12.8M
575,698
-27%
建仓
VCEL
VERICEL CORPORATION
+$12.8M
245,711
减持
—
JFROG LTD
+$12.7M
1,458,123
-3%
清仓
—
RAPT THERAPEUTICS INC
-$12.5M
0
-100%
减持
MRTN
MARTEN TRANSPORT
-$12.5M
611,900
-46%
减持
—
ELASTIC N V
-$12.4M
516,408
-9%
增持
AIT
APPLIED INDL TECHS
+$12.3M
114,977
+91%
建仓
—
SILK ROAD MEDICAL INC
+$12.3M
672,134
增持
FORM
FORMFACTOR INC
+$11.7M
595,300
+60%
减持
COR
CENCORA INC
+$11.6M
496,412
-6%
减持
LNG
CHENIERE ENERGY INC
-$10.9M
536,587
-6%
建仓
EMBJ
EMBRAER S.A.
+$10.8M
403,675
增持
VRSK
VERISK ANALYTICS INC
+$10.6M
400,068
+14%
减持
SYNA
SYNAPTICS INCORPORATED
-$10.3M
408,317
-7%
增持
WSC
WILLSCOT MOBILE MINI HLDGS CORP
+$10.0M
732,483
+35%
建仓
CGON
CG ONCOLOGY INC
+$9.8M
224,073
增持
VCTR
VICTORY CAPITAL HOLDINGS, INC.
+$9.8M
825,747
+13%
清仓
FLYW
FLYWIRE CORPORATION
-$9.8M
0
-100%
减持
PCTY
PAYLOCITY HOLDING CORPORATION
-$9.4M
214,247
-24%
减持
CSL
CARLISLE COMPANIES INC
+$9.3M
187,648
-9%
增持
FIX
COMFORT SYSTEMS US
+$9.3M
73,866
+8%
减持
APH
AMPHENOL CORP
+$9.3M
802,304
-4%
减持
CTAS
CINTAS CORPORATION
+$9.3M
200,751
-6%
增持
—
INTEGRAL AD SCIENCE HOLDING CORP
-$9.3M
2,969,278
+10%
减持
FIVE
FIVE BELOW INC
-$9.2M
193,393
-7%
增持
MRVL
MARVELL TECHNOLOGY INC
+$9.1M
663,163
+6%
减持
—
INTRA-CELLULAR THERAPIES INC
-$9.0M
383,211
-23%
减持
ATRC
ATRICURE INC
-$8.8M
854,547
-12%
减持
WK
WORKIVA INC
-$8.8M
397,032
-5%
减持
PINS
PINTEREST INC
-$8.5M
1,812,300
-6%
减持
—
RENAISSANCERE HOLDINGS LTD.
+$8.3M
431,297
-9%
减持
—
AZEK COMPANY INC CL A
+$8.3M
750,737
-2%
减持
OLED
UNIVERSAL DISPLAY
-$8.0M
178,421
-10%
减持
MLM
MARTIN MARIETTA MATERIALS INC
+$7.6M
110,454
-8%
增持
VERX
VERTEX INC
+$7.5M
1,386,848
+2%
增持
MVBF
MVB FINANCIAL CORP
+$7.2M
945,290
+53%
减持
IDXX
IDEXX LABORATORIES INC
-$6.8M
150,219
-5%
减持
WHD
CACTUS INC
-$6.7M
577,182
-26%
减持
WEX
WEX INC
+$6.2M
262,452
-9%
减持
IWO
ISHARES RUSSELL 2000 GRWTH ETF
-$6.2M
64,500
-31%
减持
ARGX
ARGENX SE
-$5.9M
93,790
-17%
减持
—
ICON PLC SHS
+$5.9M
188,992
-7%
增持
QTWO
Q2 HOLDINGS INC
+$5.9M
490,005
+7%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$5.8M
1,377,587
-17%
减持
BC
BRUNSWICK CORPORATION
-$5.6M
691,318
-7%
增持
ADUS
ADDUS HOMECARE COR
+$5.4M
289,998
+10%
减持
BMBL
BUMBLE INC
-$5.4M
1,228,037
-7%
建仓
—
NEWAMSTERDAM PHARMA COMPANY
+$5.4M
228,616
减持
MCHP
MICROCHIP TECH INC
-$5.2M
796,699
-6%
减持
TSCO
TRACTOR SUPPLY CO
+$5.0M
150,416
-6%
减持
RPM
RPM INTERNATIONAL INC.
-$5.0M
357,156
-16%
减持
XENE
XENON PHARMACEUTICALS INC
-$4.8M
737,173
-7%
减持
ESAB
ESAB CORPORATION
+$4.8M
471,705
-14%
减持
ROST
ROSS STORES INC
+$4.7M
627,880
-1%
减持
NDSN
NORDSON CORP
-$4.6M
117,135
-16%
减持
CWST
CASELLA WASTE SYSTEMS, INC.
-$4.6M
601,188
-20%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE INC.
-$4.6M
201,950
-6%
减持
ITT
ITT INC
-$4.5M
133,236
-30%
减持
TMCI
TREACE MED CONCEPTS INC
-$4.2M
1,384,129
-21%
减持
SAIA
SAIA INC
-$4.2M
79,495
-31%
减持
TPG
TPG INC
-$4.2M
1,866,817
-8%
减持
DXCM
DEXCOM INC
+$3.8M
714,680
-7%
建仓
—
PAGSEGURO DIGITAL LTD
+$3.7M
256,650
减持
MTDR
MATADOR RESOURCES COMPANY
+$3.6M
602,004
-6%
减持
CPRT
COPART INC
+$3.6M
621,856
-6%
减持
POOL
POOL CORPORATION
-$3.6M
142,676
-7%
减持
HLNE
HAMILTON LANE INC
-$3.5M
328,196
-8%
减持
WCN
WASTE CONNECTIONS INC
-$3.5M
605,349
-16%
减持
TER
TERADYNE INC
-$3.4M
698,060
-8%
增持
WSO
WATSCO INC
+$3.1M
131,978
+5%
增持
AVDX
AVIDXCHANGE HLDGS INC
+$3.0M
1,970,837
+7%
增持
ICFI
ICF INTERNATIONAL
+$3.0M
126,835
+5%
减持
TTEK
TETRA TECH INC
+$2.9M
212,206
-2%
减持
CSGP
COSTAR GROUP INC
+$2.8M
699,461
-6%
减持
ONTO
ONTO INNOVATION INC
+$2.8M
183,132
-8%
减持
—
DAY ONE BIOPHARMACEUTICALS INC
+$2.7M
1,635,145
-2%
减持
AME
AMETEK INC
+$2.7M
362,592
-6%
减持
PJT
PJT PARTNERS INC
-$2.7M
224,562
-4%
减持
TYL
TYLER TECHNOLOGIES
-$2.7M
123,598
-6%
清仓
MTN
VAIL RESORTS, INC.
-$2.6M
0
-100%
增持
—
CLEARWATER ANALYTICS HLDGS INC
-$2.3M
1,851,879
+6%
减持
—
HASHICORP INC
-$2.3M
2,280,681
-15%
增持
DRVN
DRIVEN BRANDS HOLDINGS INC
+$2.3M
1,467,607
+0%
减持
PPLI
IAC INC
-$2.2M
1,234,484
-5%
减持
—
STEVANATO GROUP
+$2.2M
1,626,063
-11%
减持
AXON
AXON ENTERPRISE INC
-$2.0M
5,522
-62%
减持
PFGC
PERFORMANCE FOOD GROUP COMPANY
-$2.0M
86,720
-30%
增持
—
ASPEN TECHNOLOGY INC
+$2.0M
208,585
+8%
清仓
—
PARAGON 28 INC
-$2.0M
0
-100%
减持
SPT
SPROUT SOCIAL INC
-$1.8M
264,189
-8%
增持
AVNT
AVIENT CORP
+$1.8M
604,145
+3%
增持
—
DESPEGAR.COM, CORP
+$1.8M
460,000
+16%
减持
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
-$1.6M
558,168
-43%
减持
—
NOVA LTD
+$1.6M
64,740
-10%
增持
MTSI
MACOM TECHNOLOGY SOLUTIONS HOLDINGS
+$1.6M
303,032
+3%
增持
—
ARCOS DORADOS HOLDINGS INC
+$1.5M
1,466,000
+26%
增持
—
PAYCOR HCM INC
-$1.5M
709,651
+0%
减持
—
SHARKNINJA INC
-$1.4M
21,500
-60%
建仓
WH
WYNDHAM HOTELS & RESORTS INC
+$1.4M
18,000
减持
MGY
MAGNOLIA OIL & GAS CORPORATION
-$1.4M
673,229
-24%
减持
JKHY
JACK HENRY & ASSOC
-$1.4M
14,752
-39%
减持
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$1.3M
1,240,203
-5%
减持
RGEN
REPLIGEN CORPORATION
-$1.3M
194,073
-6%
减持
ALGM
ALLEGRO MICROSYSTEMS INC
-$1.3M
360,027
-1%
减持
IOT
SAMSARA INC
+$1.2M
572,741
-6%
增持
NSA
NATIONAL STORAGE AFFILIATES TRUST
-$1.2M
941,056
+3%
减持
BRO
BROWN & BROWN INC
-$1.1M
425,292
-21%
减持
CCC
CCC INTELLIGENT SOLUTIONS HLDGS INC
-$1.1M
119,643
-46%
减持
HUBS
HUBSPOT INC
+$1.1M
141,115
-6%
增持
WBS
WEBSTER FINANCIAL CORPORATION
+$1.1M
94,670
+29%
