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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 17
增持 63
减持 51
清仓 19
方向
标的
Δ市值
现股数(环比)
清仓
—
SMARTSHEET INC
-$104.1M
0
-100%
减持
CHE
CHEMED CORP NEW
-$97.1M
6,290
-96%
建仓
APP
APPLOVIN CORP
+$88.5M
273,276
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
TTAN
SERVICETITAN INC
+$87.9M
854,438
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$83.6M
1,523,545
+2923%
建仓
INSP
INSPIRE MED SYS INC
+$80.4M
433,806
清仓
—
ASCENDIS PHARMA A/S
-$74.8M
0
-100%
建仓
DT
DYNATRACE INC
+$73.9M
1,359,819
建仓
HOOD
ROBINHOOD MKTS INC
+$71.3M
1,914,060
清仓
PPLI
IAC INC
-$65.0M
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$62.1M
0
-100%
增持
CW
CURTISS WRIGHT CORP
+$59.4M
176,072
+1773%
清仓
WEX
WEX INC
-$58.0M
0
-100%
增持
ESAB
ESAB CORPORATION
+$57.0M
839,685
+104%
减持
LEGN
LEGEND BIOTECH CORP
-$56.4M
2,912
-100%
减持
APH
AMPHENOL CORP NEW
-$56.3M
669,093
-58%
建仓
TRMB
TRIMBLE INC
+$50.0M
708,200
清仓
CSL
CARLISLE COS INC
-$48.4M
0
-100%
增持
LOAR
LOAR HOLDINGS INC
+$48.2M
1,066,525
+160%
清仓
DXCM
DEXCOM INC
-$46.7M
0
-100%
清仓
—
ICON PLC
-$46.4M
0
-100%
清仓
HUM
HUMANA INC
-$46.4M
0
-100%
增持
HUBS
HUBSPOT INC
+$45.7M
224,120
+8%
增持
—
STEVANATO GROUP S P A
+$41.0M
3,288,529
+115%
增持
WBS
WEBSTER FINL CORP
+$41.0M
823,280
+760%
清仓
—
ASPEN TECHNOLOGY INC
-$40.9M
0
-100%
增持
—
INTRA-CELLULAR THERAPIES INC
+$38.1M
840,269
+92%
减持
CTAS
CINTAS CORP
-$34.4M
489,102
-19%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$34.1M
460,105
+658%
减持
PANW
PALO ALTO NETWORKS INC
-$33.5M
9,560
-91%
建仓
AXON
AXON ENTERPRISE INC
+$33.2M
55,930
增持
—
CYBERARK SOFTWARE LTD
+$30.5M
560,353
+5%
清仓
NDSN
NORDSON CORP
-$29.8M
0
-100%
减持
BC
BRUNSWICK CORP
-$29.8M
394,326
-40%
增持
RRX
REGAL REXNORD CORPORATION
+$29.1M
884,095
+36%
增持
WH
WYNDHAM HOTELS & RESORTS INC
+$27.9M
497,742
+75%
减持
WCN
WASTE CONNECTIONS INC
-$26.9M
444,848
-23%
清仓
ICFI
ICF INTL INC
-$25.7M
0
-100%
减持
—
RENAISSANCERE HLDGS LTD
-$24.9M
212,605
-26%
减持
OLED
UNIVERSAL DISPLAY CORP
-$24.5M
30
-100%
增持
WK
WORKIVA INC
+$24.3M
559,961
+20%
增持
BOOT
BOOT BARN HLDGS INC
+$23.3M
289,641
+134%
增持
MPWR
MONOLITHIC PWR SYS INC
-$22.3M
136,642
+22%
减持
AVNT
AVIENT CORPORATION
-$20.7M
58,573
-87%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$20.5M
71,851
-22%
增持
VVV
VALVOLINE INC
+$20.2M
644,980
+767%
清仓
—
WNS HLDGS LTD
-$19.9M
0
-100%
清仓
PHR
PHREESIA INC
-$19.8M
0
-100%
建仓
CHEF
CHEFS WHSE INC
+$19.5M
395,244
增持
VCTR
VICTORY CAP HLDGS INC
+$19.0M
976,161
+21%
增持
POOL
POOL CORP
+$18.8M
172,538
+63%
减持
EHC
ENCOMPASS HEALTH CORP
-$18.8M
375,551
-32%
增持
—
NEWAMSTERDAM PHARMA COMPANY
+$18.8M
895,574
+251%
建仓
OKLO
OKLO INC
+$17.1M
805,635
增持
ARGX
ARGENX SE
+$17.1M
124,245
+13%
减持
EFX
EQUIFAX INC
-$16.2M
222,082
-10%
清仓
AVDX
AVIDXCHANGE HOLDINGS INC
-$16.2M
0
-100%
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$15.6M
591,990
建仓
—
SOLENO THERAPEUTICS INC
+$15.3M
339,774
增持
PAR
PAR TECHNOLOGY CORP
+$15.1M
406,585
+47%
建仓
EFOR
ASGN INC
+$14.9M
178,610
增持
—
GLOBAL E ONLINE LTD
+$14.2M
770,999
+6%
建仓
HXL
HEXCEL CORP NEW
+$14.1M
225,650
减持
CUBE
CUBESMART
-$13.9M
989,855
-5%
建仓
EE
EXCELERATE ENERGY INC
+$13.9M
457,998
增持
CPRT
COPART INC
+$13.4M
632,911
+45%
增持
EMBJ
EMBRAER S.A.
+$13.1M
996,361
+50%
减持
LNG
CHENIERE ENERGY INC
+$12.9M
497,207
-5%
建仓
PRSU
VIAD CORP
+$12.4M
292,030
增持
SYNA
SYNAPTICS INC
+$12.2M
526,335
+46%
减持
HQY
HEALTHEQUITY INC
-$12.0M
65,000
-71%
增持
INSM
INSMED INC
+$11.9M
684,384
+41%
增持
—
JFROG LTD
+$11.9M
3,400,276
+12%
减持
WSO
WATSCO INC
-$11.7M
90,340
-19%
增持
CWST
CASELLA WASTE SYS INC
+$11.7M
647,002
+13%
清仓
IIIV
I3 VERTICALS INC
-$11.4M
0
-100%
清仓
CERT
CERTARA INC
-$11.2M
0
-100%
减持
VERX
VERTEX INC
-$10.8M
992,657
-40%
减持
IT
GARTNER INC
-$10.7M
212,334
-5%
建仓
JBTM
JOHN BEAN TECHNOLOGIES CORP
+$10.5M
82,550
减持
IOT
SAMSARA INC
-$10.4M
720,946
-17%
增持
QTWO
Q2 HLDGS INC
+$10.3M
375,700
+9%
减持
EME
EMCOR GROUP INC
-$10.2M
229,365
-14%
减持
WRBY
WARBY PARKER INC
+$10.1M
1,668,270
-10%
减持
MLM
MARTIN MARIETTA MATLS INC
-$10.0M
93,160
-14%
增持
TSCO
TRACTOR SUPPLY CO
-$9.8M
1,173,880
+374%
增持
VCEL
VERICEL CORP
+$9.8M
632,160
+7%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$9.5M
209,091
+115%
减持
—
INTEGRAL AD SCIENCE HLDNG CO
-$9.1M
2,000,173
-28%
增持
FRPT
FRESHPET INC
+$8.7M
243,187
+22%
减持
—
ELASTIC N V
+$8.5M
468,975
-5%
减持
FND
FLOOR & DECOR HLDGS INC
-$8.4M
272,677
-5%
增持
ROK
ROCKWELL AUTOMATION INC
+$7.9M
194,575
+9%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$7.8M
1,271,235
-14%
增持
ADUS
ADDUS HOMECARE CORP
+$7.8M
355,750
+28%
增持
—
ONESTREAM INC
-$7.7M
2,103,806
+5%
增持
SAFT
SAFETY INS GROUP INC
+$7.7M
602,449
+17%
减持
BSY
BENTLEY SYS INC
-$7.7M
1,099,116
-5%
增持
TTEK
TETRA TECH INC NEW
+$7.6M
1,036,856
+45%
减持
CSGP
COSTAR GROUP INC
-$7.5M
668,986
-9%
增持
—
CLEARWATER ANALYTICS HLDGS I
+$7.1M
1,700,705
+8%
增持
PJT
PJT PARTNERS INC
+$6.8M
130,948
+26%
减持
WSC
WILLSCOT HLDGS CORP
-$6.8M
827,945
-10%
增持
ITT
ITT INC
+$6.2M
198,550
+34%
增持
IDXX
IDEXX LABS INC
+$5.9M
193,516
+32%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$5.7M
209,890
-24%
增持
—
PAYCOR HCM INC
+$5.7M
793,261
+25%
减持
MRVL
MARVELL TECHNOLOGY INC
-$5.6M
523,990
-40%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$5.2M
91,315
+22%
减持
VEEV
VEEVA SYS INC
-$4.9M
442,078
-5%
增持
ACVA
ACV AUCTIONS INC
+$4.8M
1,891,627
+7%
减持
TPG
TPG INC
+$4.8M
1,708,536
-4%
减持
ROST
ROSS STORES INC
-$4.7M
573,767
-6%
建仓
KLC
KINDERCARE LEARNING COMPANIE
+$4.7M
261,736
增持
PI
IMPINJ INC
+$4.6M
140,812
+92%
增持
HLNE
HAMILTON LANE INC
+$4.6M
315,468
+26%
减持
IWO
ISHARES TR
-$4.6M
30,000
-35%
减持
ALAB
ASTERA LABS INC
+$4.4M
160,540
-50%
增持
ALL
ALLSTATE CORP
+$4.3M
425,978
+4%
减持
ROAD
CONSTRUCTION PARTNERS INC
+$4.2M
256,830
-3%
增持
KLIC
KULICKE & SOFFA INDS INC
+$4.2M
530,827
+16%
增持
MVBF
MVB FINL CORP
+$4.1M
924,053
+19%
减持
TYL
TYLER TECHNOLOGIES INC
-$4.1M
106,767
-5%
减持
NICE
NICE LTD
-$4.1M
315,528
-5%
增持
KRYS
KRYSTAL BIOTECH INC
+$4.1M
158,868
+39%
减持
DASH
DOORDASH INC
-$4.1M
356,568
-20%
增持
ONTO
ONTO INNOVATION INC
+$4.0M
154,376
+48%
减持
MYRG
MYR GROUP INC DEL
-$4.0M
119,933
-44%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$3.9M
185,014
-6%
减持
—
DAY ONE BIOPHARMACEUTICALS I
-$3.8M
1,710,926
-6%
增持
NSA
NATIONAL STORAGE AFFILIATES
+$3.8M
1,110,784
+40%
清仓
—
DESPEGAR COM CORP
-$3.5M
0
-100%
减持
RGEN
REPLIGEN CORP
-$3.5M
260,992
-5%
减持
GFL
GFL ENVIRONMENTAL INC
-$3.3M
707,290
-19%
增持
COR
CENCORA INC
+$3.3M
544,248
+3%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
+$3.2M
448,132
-49%
增持
PCVX
VAXCYTE INC
+$3.1M
413,637
+54%
增持
MGY
MAGNOLIA OIL & GAS CORP
+$3.1M
793,965
+25%
增持
PINS
PINTEREST INC
-$3.0M
2,088,500
+6%
减持
BRO
BROWN & BROWN INC
-$2.9M
391,872
-5%
清仓
SMR
NUSCALE PWR CORP
-$2.9M
0
-100%
减持
VRSK
VERISK ANALYTICS INC
-$2.7M
398,690
-5%
增持
—
AZEK CO INC
+$2.7M
817,963
+6%
增持
XENE
XENON PHARMACEUTICALS INC
+$2.6M
848,850
+9%
增持
TER
TERADYNE INC
+$2.5M
708,350
+9%
增持
KBR
KBR INC
-$2.5M
574,564
+5%
减持
INTA
INTAPP INC
+$2.4M
443,700
-19%
增持
WHD
CACTUS INC
+$2.1M
393,178
+13%
增持
RBC
RBC BEARINGS INC
+$2.0M
97,390
+7%
减持
MTDR
MATADOR RES CO
-$1.9M
472,235
-18%
