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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 8
增持 44
减持 86
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
HXL
HEXCEL CORPORATION
-$73.0M
0
-100%
清仓
—
SHOCKWAVE MED INC
-$72.2M
0
-100%
清仓
GPN
GLOBAL PAYMENTS
-$47.1M
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
DASH
DOORDASH INC
+$45.9M
421,645
清仓
PCTY
PAYLOCITY HOLDING CORPORATION
-$36.8M
0
-100%
清仓
FIVE
FIVE BELOW INC
-$35.1M
0
-100%
减持
NICE
NICE LTD
-$32.6M
336,315
-3%
清仓
ATRC
ATRICURE INC
-$26.0M
0
-100%
减持
POOL
POOL CORP
-$24.8M
106,734
-25%
减持
VEEV
VEEVA SYS INC
-$24.1M
471,929
-1%
增持
MPWR
MONOLITHIC PWR SYS INC
+$24.1M
112,479
+11%
减持
CHE
CHEMED CORP NEW
-$24.0M
155,540
-8%
减持
—
STEVANATO GROUP S P A
-$23.8M
1,550,223
-5%
减持
DRVN
DRIVEN BRANDS HLDGS INC
-$22.5M
56,490
-96%
建仓
KBR
KBR INC
+$22.0M
342,940
增持
VRSK
VERISK ANALYTICS INC
+$20.1M
424,578
+6%
减持
CSL
CARLISLE COS INC
-$20.0M
131,983
-30%
减持
DXCM
DEXCOM INC
-$19.3M
704,480
-1%
减持
EME
EMCOR GROUP INC
-$19.2M
255,730
-20%
增持
VERX
VERTEX INC
+$19.2M
1,754,003
+26%
减持
—
RENAISSANCERE HLDGS LTD
-$18.9M
369,136
-14%
减持
BC
BRUNSWICK CORP
-$18.2M
666,348
-4%
清仓
TMCI
TREACE MED CONCEPTS INC
-$18.1M
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$17.8M
384,938
-5%
增持
—
SILK RD MED INC
+$17.4M
1,098,739
+63%
增持
IOT
SAMSARA INC
+$16.9M
1,145,121
+100%
减持
CSGP
COSTAR GROUP INC
-$16.4M
689,961
-1%
增持
—
SMARTSHEET INC
+$16.3M
2,096,864
+6%
清仓
SPT
SPROUT SOCIAL INC
-$15.8M
0
-100%
建仓
INTA
INTAPP INC
+$15.7M
427,365
减持
ROK
ROCKWELL AUTOMATION INC
-$14.7M
162,460
-20%
减持
FND
FLOOR & DECOR HLDGS INC
-$14.6M
404,580
-4%
建仓
LOAR
LOAR HOLDINGS INC
+$13.9M
261,049
减持
TER
TERADYNE INC
+$13.4M
621,643
-11%
减持
BSY
BENTLEY SYS INC
-$13.3M
1,121,941
-15%
增持
LEGN
LEGEND BIOTECH CORP
-$13.0M
1,173,766
+1%
减持
GFL
GFL ENVIRONMENTAL INC
-$12.9M
878,805
-36%
增持
APH
AMPHENOL CORP NEW
+$12.9M
1,564,608
+95%
减持
ESAB
ESAB CORPORATION
-$11.6M
429,070
-9%
减持
PINS
PINTEREST INC
+$11.6M
1,689,790
-7%
增持
WEX
WEX INC
-$11.4M
287,420
+10%
清仓
MRTN
MARTEN TRANSPORT
-$11.3M
0
-100%
减持
—
JFROG LTD
-$11.3M
1,417,349
-3%
增持
—
CYBERARK SOFTWARE LTD
+$11.0M
576,489
+4%
建仓
—
MERUS N V
+$10.8M
182,220
建仓
MYRG
MYR GROUP INC DEL
+$10.4M
76,545
增持
PR
PERMIAN RESOURCES CORP
+$10.2M
3,148,980
+37%
减持
CRL
CHARLES RIV LABS INTL INC
-$9.9M
129,208
-4%
减持
PJT
PJT PARTNERS INC
-$9.7M
105,970
-53%
增持
EMBJ
EMBRAER S.A.
+$9.7M
793,255
+97%
清仓
ALGM
ALLEGRO MICROSYSTEMS INC
-$9.7M
0
-100%
建仓
SVCO
SILVACO GROUP INC
+$9.7M
538,125
减持
—
POWERSCHOOL HOLDINGS INC
-$9.4M
1,019,998
-33%
减持
CTAS
CINTAS CORP
-$8.9M
184,208
-8%
减持
PPLI
IAC INC
-$8.9M
1,215,104
-2%
减持
BJ
BJS WHSL CLUB HLDGS INC
+$8.8M
1,287,012
-7%
减持
IDXX
IDEXX LABS INC
-$8.7M
148,569
-1%
减持
MLM
MARTIN MARIETTA MATLS INC
-$8.7M
109,134
-1%
减持
TPG
TPG INC
-$8.7M
1,804,367
-3%
减持
TYL
TYLER TECHNOLOGIES INC
+$8.6M
121,598
-2%
减持
MAX
MEDIAALPHA INC
-$8.1M
1,072,560
-1%
增持
COR
CENCORA INC
-$7.9M
500,242
+1%
减持
TTEK
TETRA TECH INC NEW
-$7.2M
156,245
-26%
增持
SAIA
SAIA INC
+$7.2M
113,197
+42%
减持
AME
AMETEK INC
-$7.0M
356,092
-2%
减持
ONTO
ONTO INNOVATION INC
-$6.7M
120,721
-34%
减持
HUBS
HUBSPOT INC
-$6.4M
139,015
-1%
增持
ARGX
ARGENX SE
+$6.4M
100,650
+7%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$6.2M
103,667
+1%
减持
LNG
CHENIERE ENERGY INC
+$5.9M
528,847
-1%
减持
SYNA
SYNAPTICS INC
-$5.9M
384,672
-6%
减持
COHU
COHU INC
-$5.8M
575,510
-23%
增持
—
ASCENDIS PHARMA A/S
-$5.7M
596,314
+4%
减持
—
PAYCOR HCM INC
-$5.7M
640,821
-10%
增持
—
AZEK CO INC
-$5.6M
761,502
+1%
增持
TSCO
TRACTOR SUPPLY CO
+$5.6M
166,465
+11%
减持
NDSN
NORDSON CORP
-$5.5M
115,085
-2%
增持
RGEN
REPLIGEN CORP
-$5.4M
240,512
+24%
减持
—
ICON PLC
-$5.3M
185,642
-2%
减持
—
ELASTIC N V
+$5.2M
500,450
-3%
增持
SVV
SAVERS VALUE VLG INC
-$5.2M
776,284
+2%
减持
MVBF
MVB FINL CORP
-$5.1M
859,336
-9%
增持
ICFI
ICF INTL INC
+$5.1M
162,755
+28%
减持
OLED
UNIVERSAL DISPLAY CORP
+$5.0M
166,509
-7%
减持
—
ASPEN TECHNOLOGY INC
-$4.9M
199,210
-4%
减持
—
HASHICORP INC
+$4.9M
1,969,211
-14%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
+$4.7M
853,800
-20%
增持
VCEL
VERICEL CORP
+$4.7M
381,136
+55%
减持
VCTR
VICTORY CAP HLDGS INC
+$4.3M
824,166
-0%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$4.3M
1,018,704
+39%
减持
PANW
PALO ALTO NETWORKS INC
+$4.2M
171,244
-10%
减持
EWCZ
EUROPEAN WAX CTR INC
-$4.1M
1,172,022
-3%
减持
BOOT
BOOT BARN HLDGS INC
-$4.0M
133,400
-40%
增持
MRVL
MARVELL TECHNOLOGY INC
+$3.8M
726,848
+10%
增持
—
DAY ONE BIOPHARMACEUTICALS I
-$3.7M
1,688,535
+3%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
+$3.7M
416,265
-2%
增持
CERT
CERTARA INC
+$3.5M
927,565
+78%
减持
WRBY
WARBY PARKER INC
+$3.5M
1,645,320
-3%
增持
RRX
REGAL REXNORD CORPORATION
+$3.4M
646,255
+39%
清仓
—
PROASSURANCE CORP
-$3.3M
0
-100%
增持
RPM
RPM INTL INC
-$3.2M
364,881
+2%
增持
IT
GARTNER INC
-$3.1M
237,672
+3%
增持
HQY
HEALTHEQUITY INC
+$3.1M
281,480
+9%
减持
—
GLOBAL E ONLINE LTD
-$3.0M
733,552
-10%
减持
—
INTEGRAL AD SCIENCE HLDNG CO
-$2.8M
2,755,274
-7%
减持
CPRT
COPART INC
-$2.8M
613,006
-1%
减持
PI
IMPINJ INC
-$2.7M
105,400
-29%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
-$2.6M
103,460
-10%
减持
ROST
ROSS STORES INC
-$2.5M
616,830
-2%
减持
AVNT
AVIENT CORPORATION
-$2.5M
544,214
-10%
增持
XENE
XENON PHARMACEUTICALS INC
-$2.3M
754,493
+2%
增持
—
ARCOS DORADOS HOLDINGS INC
-$2.2M
1,566,590
+7%
增持
AVDX
AVIDXCHANGE HOLDINGS INC
+$2.0M
2,318,898
+18%
减持
KRYS
KRYSTAL BIOTECH INC
-$2.0M
83,039
-15%
减持
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$1.9M
1,183,453
-5%
增持
KLIC
KULICKE & SOFFA INDS INC
+$1.9M
701,137
+8%
增持
MTDR
MATADOR RES CO
-$1.9M
643,281
+7%
清仓
PRTH
PRIORITY TECHNOLOGY HOLDINGS INC
-$1.8M
0
-100%
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$1.8M
70,625
-19%
减持
BMBL
BUMBLE INC
-$1.8M
1,156,247
-6%
减持
NSA
NATIONAL STORAGE AFFILIATES
-$1.7M
851,580
-10%
减持
AXON
AXON ENTERPRISE INC
-$1.7M
36
-99%
建仓
BOW
BOWHEAD SPECIALTY HLDGS INC
+$1.7M
66,394
增持
—
INTRA-CELLULAR THERAPIES INC
+$1.7M
411,483
+7%
减持
ACVA
ACV AUCTIONS INC
-$1.6M
1,728,202
-2%
减持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$1.6M
203,737
-3%
减持
ADUS
ADDUS HOMECARE CORP
+$1.4M
270,425
-7%
减持
CCC
CCC INTELLIGENT SOLUTIONS HL
-$1.4M
518
-100%
减持
WH
WYNDHAM HOTELS & RESORTS INC
-$1.4M
100
-99%
减持
—
SHARKNINJA INC
-$1.3M
70
-100%
减持
ROAD
CONSTRUCTION PARTNERS INC
-$1.3M
335,873
-5%
增持
—
PAGSEGURO DIGITAL LTD
+$1.3M
422,560
+65%
减持
HLNE
HAMILTON LANE INC
+$1.2M
309,520
-6%
增持
CWST
CASELLA WASTE SYS INC
+$1.2M
611,092
+2%
减持
JKHY
HENRY JACK & ASSOC INC
-$1.2M
8,355
-43%
减持
PODD
INSULET CORP
-$1.2M
30
-100%
增持
EFX
EQUIFAX INC
+$1.2M
250,910
+12%
增持
PHR
PHREESIA INC
-$1.1M
849,014
+6%
减持
ITT
ITT INC
-$1.0M
132,336
-1%
增持
CGON
CG ONCOLOGY INC
+$993.4K
343,059
+53%
减持
—
DESPEGAR COM CORP
-$951.9K
343,920
-25%
增持
WK
WORKIVA INC
-$919.3K
448,674
+13%
减持
SNPS
SYNOPSYS INC
+$916.4K
61,934
-2%
减持
WHD
CACTUS INC
+$898.5K
565,217
-2%
增持
SAFT
SAFETY INS GROUP INC
+$884.3K
455,568
+12%
减持
CUBE
CUBESMART
-$864.9K
1,059,355
-2%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$861.2K
198,400
-2%
减持
FRPT
FRESHPET INC
+$837.9K
144,392
-6%
减持
EXPO
EXPONENT INC
+$786.7K
231,231
-10%
减持
—
CLEARWATER ANALYTICS HLDGS I
+$775.6K
1,810,779
-2%
