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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 10
增持 61
减持 61
清仓 18
方向
标的
Δ市值
现股数(环比)
清仓
TER
TERADYNE INC
-$89.2M
0
-100%
清仓
—
INTRA-CELLULAR THERAPIES INC
-$70.2M
0
-100%
建仓
TRGP
TARGA RES CORP
+$55.2M
275,330
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
HXL
HEXCEL CORP NEW
+$49.7M
1,166,489
+417%
清仓
CUBE
CUBESMART
-$42.4M
0
-100%
减持
WBS
WEBSTER FINL CORP
-$41.8M
70,650
-91%
建仓
FICO
FAIR ISAAC CORP
+$39.0M
21,164
减持
RRX
REGAL REXNORD CORPORATION
-$37.9M
871,399
-1%
建仓
PCTY
PAYLOCITY HLDG CORP
+$37.1M
197,957
清仓
CPRT
COPART INC
-$36.3M
0
-100%
增持
INSM
INSMED INC
+$33.9M
1,064,148
+55%
清仓
KBR
KBR INC
-$33.3M
0
-100%
减持
—
CYBERARK SOFTWARE LTD
-$32.1M
457,199
-18%
减持
HUBS
HUBSPOT INC
-$31.6M
218,060
-3%
建仓
—
VERONA PHARMA PLC
+$31.5M
496,551
增持
AXON
AXON ENTERPRISE INC
+$31.1M
122,250
+119%
清仓
FORM
FORMFACTOR INC
-$25.7M
0
-100%
减持
WK
WORKIVA INC
-$25.4M
472,851
-16%
增持
MRVL
MARVELL TECHNOLOGY INC
-$24.4M
543,290
+4%
减持
FRPT
FRESHPET INC
-$24.2M
141,800
-42%
减持
BC
BRUNSWICK CORP
-$24.1M
26,430
-93%
减持
PCVX
VAXCYTE INC
-$23.2M
281,863
-32%
减持
—
GLOBAL E ONLINE LTD
-$22.1M
558,100
-28%
清仓
—
DAY ONE BIOPHARMACEUTICALS I
-$21.7M
0
-100%
减持
SYNA
SYNAPTICS INC
-$21.0M
301,410
-43%
清仓
PI
IMPINJ INC
-$20.5M
0
-100%
减持
ALAB
ASTERA LABS INC
-$20.0M
20,520
-87%
减持
EFX
EQUIFAX INC
-$19.9M
150,483
-32%
增持
TPG
TPG INC
-$19.8M
1,845,646
+8%
减持
AME
AMETEK INC
-$18.6M
240,667
-28%
减持
CWST
CASELLA WASTE SYS INC
-$17.8M
454,739
-30%
增持
PAY
PAYMENTUS HOLDINGS INC
+$17.6M
675,612
+63517%
减持
VCTR
VICTORY CAP HLDGS INC
-$17.6M
800,509
-18%
增持
GFL
GFL ENVIRONMENTAL INC
+$17.5M
1,014,099
+43%
减持
—
CLEARWATER ANALYTICS HLDGS I
-$17.3M
1,102,500
-35%
清仓
OKLO
OKLO INC
-$17.1M
0
-100%
建仓
—
FTAI AVIATION LTD
+$16.3M
146,575
建仓
INR
INFINITY NAT RES INC
+$16.2M
862,971
增持
—
JFROG LTD
+$15.9M
3,622,911
+7%
减持
WRBY
WARBY PARKER INC
-$15.9M
1,345,037
-19%
增持
VERX
VERTEX INC
-$15.7M
1,064,773
+7%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$15.6M
693,450
+51%
建仓
KRMN
KARMAN HLDGS INC
+$14.9M
445,569
清仓
—
PAYCOR HCM INC
-$14.7M
0
-100%
减持
EMBJ
EMBRAER S.A.
-$14.6M
474,472
-52%
建仓
SQ
BLOCK INC
+$14.2M
261,265
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$14.1M
392,250
+36%
减持
BOOT
BOOT BARN HLDGS INC
-$14.0M
279,284
-4%
增持
FND
FLOOR & DECOR HLDGS INC
+$13.0M
499,707
+83%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$13.0M
68,558
-5%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
-$13.0M
426,900
-5%
增持
ROST
ROSS STORES INC
-$12.7M
579,512
+1%
减持
WCN
WASTE CONNECTIONS INC
-$12.3M
328,128
-26%
减持
FIX
COMFORT SYS USA INC
-$12.0M
78,544
-11%
增持
CSGP
COSTAR GROUP INC
+$11.8M
752,887
+13%
增持
TTAN
SERVICETITAN INC
+$11.5M
1,044,914
+22%
增持
IT
GARTNER INC
-$11.4M
217,809
+3%
减持
KLIC
KULICKE & SOFFA INDS INC
-$11.2M
411,375
-23%
减持
WSO
WATSCO INC
-$10.8M
63,075
-30%
减持
HOOD
ROBINHOOD MKTS INC
-$10.7M
1,455,795
-24%
减持
NSA
NATIONAL STORAGE AFFILIATES
-$10.6M
800,584
-28%
减持
ADUS
ADDUS HOMECARE CORP
-$10.4M
345,840
-3%
建仓
CBLL
CERIBELL INC
+$10.3M
536,829
增持
VEEV
VEEVA SYS INC
+$10.1M
444,943
+1%
增持
LNG
CHENIERE ENERGY INC
+$9.8M
504,005
+1%
增持
DT
DYNATRACE INC
-$9.7M
1,362,364
+0%
增持
VRSK
VERISK ANALYTICS INC
+$9.7M
401,405
+1%
减持
QTWO
Q2 HLDGS INC
-$9.5M
354,035
-6%
减持
ESAB
ESAB CORPORATION
-$8.7M
789,450
-6%
减持
LOAR
LOAR HOLDINGS INC
-$8.6M
993,503
-7%
清仓
IWO
ISHARES TR
-$8.6M
0
-100%
减持
XENE
XENON PHARMACEUTICALS INC
-$8.3M
745,551
-12%
减持
BSY
BENTLEY SYS INC
-$8.1M
1,098,176
-0%
减持
—
RENAISSANCERE HLDGS LTD
-$7.9M
187,446
-12%
增持
RPM
RPM INTL INC
+$7.8M
431,086
+26%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$7.7M
181,760
-13%
增持
SAIA
SAIA INC
-$7.6M
116,400
+10%
减持
RGEN
REPLIGEN CORP
-$7.5M
235,987
-10%
减持
COR
CENCORA INC
+$7.4M
466,298
-14%
增持
WH
WYNDHAM HOTELS & RESORTS INC
+$7.3M
635,120
+28%
减持
WHD
CACTUS INC
-$7.2M
343,341
-13%
增持
PINS
PINTEREST INC
+$7.2M
2,184,740
+5%
减持
—
INTEGRAL AD SCIENCE HLDNG CO
-$7.0M
1,719,863
-14%
增持
TTEK
TETRA TECH INC NEW
-$6.9M
1,175,224
+13%
减持
MTDR
MATADOR RES CO
-$6.7M
389,403
-18%
减持
EXPO
EXPONENT INC
-$6.3M
298,860
-13%
清仓
HQY
HEALTHEQUITY INC
-$6.2M
0
-100%
增持
JBTM
JBT MAREL CORPORATION
+$6.2M
136,696
+66%
增持
DASH
DOORDASH INC
+$5.8M
358,818
+1%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$5.8M
192,139
+4%
减持
MAX
MEDIAALPHA INC
-$5.7M
1,372,174
-16%
减持
MVBF
MVB FINL CORP
-$5.7M
775,770
-16%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$5.6M
715,640
+21%
增持
VCEL
VERICEL CORP
-$5.6M
652,465
+3%
增持
EHC
ENCOMPASS HEALTH CORP
+$5.6M
397,641
+6%
增持
MLM
MARTIN MARIETTA MATLS INC
+$5.4M
111,930
+20%
减持
NICE
NICE LTD
-$5.2M
313,598
-1%
减持
ALL
ALLSTATE CORP
-$5.2M
371,303
-13%
减持
INTA
INTAPP INC
-$5.2M
398,071
-10%
增持
ACVA
ACV AUCTIONS INC
-$5.2M
2,533,258
+34%
增持
TSCO
TRACTOR SUPPLY CO
+$5.1M
1,223,375
+4%
减持
CTAS
CINTAS CORP
-$5.0M
410,322
-16%
增持
ONTO
ONTO INNOVATION INC
-$5.0M
170,825
+11%
减持
—
NEWAMSTERDAM PHARMA COMPANY
-$4.8M
891,088
-1%
减持
BRO
BROWN & BROWN INC
+$4.7M
358,962
-8%
清仓
KLC
KINDERCARE LEARNING COMPANIE
-$4.7M
0
-100%
增持
INSP
INSPIRE MED SYS INC
-$4.6M
476,217
+10%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
-$4.5M
1,559,055
+2%
减持
RBC
RBC BEARINGS INC
-$4.5M
76,619
-21%
增持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$4.4M
213,722
+7%
减持
ITT
ITT INC
-$4.3M
186,288
-6%
减持
SAFT
SAFETY INS GROUP INC
-$4.3M
574,795
-5%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
-$4.2M
78,215
-14%
增持
POOL
POOL CORP
-$3.7M
173,218
+0%
增持
—
NOVA LTD
+$3.6M
47,270
+84%
增持
WSC
WILLSCOT HLDGS CORP
-$3.5M
869,030
+5%
增持
MPWR
MONOLITHIC PWR SYS INC
+$3.4M
145,302
+6%
增持
APP
APPLOVIN CORP
-$3.3M
321,375
+18%
清仓
CHE
CHEMED CORP NEW
-$3.3M
0
-100%
增持
APH
AMPHENOL CORP NEW
+$3.1M
755,438
+13%
增持
—
STEVANATO GROUP S P A
-$3.1M
3,358,966
+2%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$3.0M
968,850
-24%
增持
IDXX
IDEXX LABS INC
+$3.0M
197,746
+2%
减持
CGON
CG ONCOLOGY INC
-$3.0M
517,258
-5%
增持
PRSU
PURSUIT ATTRACTIONS AND HOSP
+$2.7M
426,328
+46%
清仓
AVNT
AVIENT CORPORATION
-$2.4M
0
-100%
增持
—
ONESTREAM INC
-$2.4M
2,699,645
+28%
增持
PJT
PJT PARTNERS INC
-$2.3M
132,852
+1%
增持
ARGX
ARGENX SE
-$2.3M
125,295
+1%
增持
EFOR
ASGN INC
-$2.1M
203,200
+14%
减持
—
ARCOS DORADOS HOLDINGS INC
-$1.9M
1,097,240
-25%
清仓
FA
FIRST ADVANTAGE CORP NEW
-$1.8M
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$1.7M
0
-100%
增持
PAR
PAR TECHNOLOGY CORP
-$1.7M
453,925
+12%
增持
PR
PERMIAN RESOURCES CORP
-$1.6M
3,756,031
+1%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$1.6M
170,150
-19%
减持
CHEF
CHEFS WHSE INC
-$1.4M
331,436
-16%
清仓
BOW
BOWHEAD SPECIALTY HLDGS INC
-$1.4M
0
-100%
减持
MGY
MAGNOLIA OIL & GAS CORP
-$1.4M
679,321
-14%
增持
IOT
SAMSARA INC
+$1.4M
857,331
+19%
增持
MYRG
MYR GROUP INC DEL
+$1.2M
168,257
+40%
增持
ROAD
CONSTRUCTION PARTNERS INC
+$1.1M
330,880
+29%
增持
TRMB
TRIMBLE INC
-$942.8K
747,885
+6%
增持
ROK
ROCKWELL AUTOMATION INC
-$860.7K
211,885
+9%
增持
EME
EMCOR GROUP INC
+$796.7K
283,812
+24%
减持
KRYS
KRYSTAL BIOTECH INC
+$747.3K
142,183
-11%
减持
HLNE
HAMILTON LANE INC
-$685.6K
309,541
-2%
增持
—
ELASTIC N V
-$666.0K
514,030
+10%
建仓
—
VTEX
+$661.1K
130,400
增持
CW
CURTISS WRIGHT CORP
+$657.9K
199,012
+13%
