小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 62
减持 66
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
ROK
ROCKWELL AUTOMATION INC
-$54.7M
0
-100%
建仓
CSL
CARLISLE COS INC
+$46.0M
123,240
减持
EME
EMCOR GROUP INC
+$45.1M
280,482
-1%
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
AXON
AXON ENTERPRISE INC
+$42.3M
128,714
+5%
减持
HOOD
ROBINHOOD MKTS INC
+$36.0M
1,031,253
-29%
减持
—
JFROG LTD
+$33.3M
3,401,292
-6%
减持
—
CYBERARK SOFTWARE LTD
-$30.3M
305,448
-33%
建仓
EVR
EVERCORE INC
+$28.4M
105,350
建仓
—
FLUTTER ENTMT PLC
+$27.5M
96,142
增持
VEEV
VEEVA SYS INC
+$27.3M
452,758
+2%
增持
IDXX
IDEXX LABS INC
+$24.9M
201,276
+2%
减持
CW
CURTISS WRIGHT CORP
+$24.9M
180,167
-9%
增持
DASH
DOORDASH INC
+$24.5M
365,558
+2%
建仓
IWO
ISHARES TR
+$24.3M
85,000
减持
CRWD
CROWDSTRIKE HLDGS INC
-$24.3M
78,153
-57%
减持
RRX
REGAL REXNORD CORPORATION
+$24.3M
851,809
-2%
增持
IOT
SAMSARA INC
+$24.1M
1,431,409
+67%
增持
JBTM
JBT MAREL CORPORATION
+$24.0M
338,345
+148%
增持
MPWR
MONOLITHIC PWR SYS INC
+$23.9M
147,907
+2%
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$23.6M
179,000
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$23.2M
1,590,275
+305%
建仓
PSN
PARSONS CORP DEL
+$22.5M
314,120
建仓
GTLS
CHART INDS INC
+$22.1M
134,006
清仓
SYNA
SYNAPTICS INC
-$19.2M
0
-100%
减持
—
ONESTREAM INC
+$17.9M
2,666,751
-1%
建仓
GRDN
GUARDIAN PHARMACY SVCS INC
+$17.4M
814,223
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$16.8M
60,622
增持
BJ
BJS WHSL CLUB HLDGS INC
+$15.7M
1,171,100
+21%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
+$15.5M
353,000
-17%
减持
—
VERONA PHARMA PLC
+$15.2M
493,603
-1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$14.9M
624,195
+15%
建仓
BRZE
BRAZE INC
+$14.1M
500,745
减持
BSY
BENTLEY SYS INC
+$14.0M
1,059,490
-4%
清仓
—
INTEGRAL AD SCIENCE HLDNG CO
-$13.9M
0
-100%
清仓
KLIC
KULICKE & SOFFA INDS INC
-$13.6M
0
-100%
增持
WH
WYNDHAM HOTELS & RESORTS INC
+$12.7M
864,293
+36%
清仓
MAX
MEDIAALPHA INC
-$12.7M
0
-100%
减持
—
STEVANATO GROUP S P A
+$12.7M
3,325,539
-1%
增持
DT
DYNATRACE INC
+$12.2M
1,383,654
+2%
增持
PINS
PINTEREST INC
+$11.6M
2,212,175
+1%
增持
ADUS
ADDUS HOMECARE CORP
+$11.2M
394,047
+14%
增持
INSP
INSPIRE MED SYS INC
-$11.1M
499,199
+5%
建仓
IRTC
IRHYTHM TECHNOLOGIES INC
+$11.0M
71,660
增持
VVV
VALVOLINE INC
+$10.9M
894,243
+36%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$10.8M
690,491
-4%
清仓
PCVX
VAXCYTE INC
-$10.6M
0
-100%
增持
TPG
TPG INC
+$10.6M
1,870,616
+1%
增持
ITT
ITT INC
+$10.2M
218,500
+17%
增持
CHEF
CHEFS WHSE INC
+$10.1M
440,877
+33%
减持
COR
CENCORA INC
+$10.0M
465,893
-0%
减持
KRYS
KRYSTAL BIOTECH INC
-$9.9M
114,204
-20%
减持
MYRG
MYR GROUP INC DEL
+$9.0M
154,300
-8%
增持
HUBS
HUBSPOT INC
+$8.8M
239,598
+10%
减持
ONTO
ONTO INNOVATION INC
-$8.7M
119,487
-30%
增持
TRMB
TRIMBLE INC
+$8.5M
758,055
+1%
减持
TTAN
SERVICETITAN INC
-$8.2M
850,453
-19%
增持
LNG
CHENIERE ENERGY INC
+$8.2M
512,680
+2%
增持
PAY
PAYMENTUS HOLDINGS INC
+$8.0M
781,609
+16%
增持
—
ELASTIC N V
+$7.9M
636,920
+24%
减持
FIX
COMFORT SYS USA INC
+$7.8M
61,710
-21%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$7.7M
195,479
+2%
减持
ROST
ROSS STORES INC
-$7.5M
521,852
-10%
增持
SAIA
SAIA INC
-$7.4M
121,315
+4%
增持
EE
EXCELERATE ENERGY INC
+$7.3M
716,352
+50%
减持
PR
PERMIAN RESOURCES CORP
-$7.3M
3,286,931
-12%
减持
NSA
NATIONAL STORAGE AFFILIATES
-$7.2M
760,913
-5%
减持
XENE
XENON PHARMACEUTICALS INC
-$7.1M
571,242
-23%
增持
CWST
CASELLA WASTE SYS INC
+$7.1M
501,029
+10%
减持
APH
AMPHENOL CORP NEW
-$7.0M
430,582
-43%
减持
INSM
INSMED INC
+$6.7M
873,491
-18%
减持
CTAS
CINTAS CORP
+$6.6M
407,803
-1%
减持
WCN
WASTE CONNECTIONS INC
-$6.5M
308,062
-6%
增持
—
SOLENO THERAPEUTICS INC
+$6.0M
247,369
+20%
减持
PFGC
PERFORMANCE FOOD GROUP CO
+$5.8M
690,125
-0%
减持
APP
APPLOVIN CORP
+$5.7M
259,661
-19%
增持
QTWO
Q2 HLDGS INC
+$5.7M
363,374
+3%
增持
AME
AMETEK INC
+$5.6M
259,937
+8%
增持
CSGP
COSTAR GROUP INC
+$5.5M
810,196
+8%
减持
MLM
MARTIN MARIETTA MATLS INC
+$5.5M
107,445
-4%
增持
BRO
BROWN & BROWN INC
+$5.2M
449,542
+25%
减持
ALL
ALLSTATE CORP
-$5.2M
356,253
-4%
建仓
SITM
SITIME CORP
+$5.1M
23,720
增持
PJT
PJT PARTNERS INC
+$4.8M
139,941
+5%
增持
CBLL
CERIBELL INC
+$4.6M
796,945
+48%
增持
—
NOVA LTD
+$4.5M
48,130
+2%
减持
WK
WORKIVA INC
-$4.4M
459,586
-3%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$4.4M
180,619
-15%
减持
EFX
EQUIFAX INC
-$4.4M
124,268
-17%
增持
PAR
PAR TECHNOLOGY CORP
+$4.4M
464,914
+2%
增持
TSCO
TRACTOR SUPPLY CO
+$4.4M
1,360,795
+11%
减持
WHD
CACTUS INC
-$4.2M
262,778
-23%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$4.1M
1,043,960
+1423%
减持
NICE
NICE LTD
+$4.0M
309,985
-1%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
-$4.0M
1,587,301
+2%
减持
HLNE
HAMILTON LANE INC
-$3.9M
296,348
-4%
增持
FICO
FAIR ISAAC CORP
+$3.9M
23,464
+11%
增持
SQ
BLOCK INC
+$3.8M
264,975
+1%
增持
—
FTAI AVIATION LTD
+$3.8M
174,147
+19%
减持
BOOT
BOOT BARN HLDGS INC
-$3.7M
173,260
-38%
减持
TTEK
TETRA TECH INC NEW
+$3.3M
1,047,796
-11%
减持
LOAR
LOAR HOLDINGS INC
-$3.3M
776,729
-22%
增持
INTA
INTAPP INC
+$3.3M
513,250
+29%
减持
VCTR
VICTORY CAP HLDGS INC
+$3.2M
778,273
-3%
增持
GFL
GFL ENVIRONMENTAL INC
+$2.9M
1,029,096
+1%
减持
ROAD
CONSTRUCTION PARTNERS INC
+$2.7M
248,935
-25%
增持
VCEL
VERICEL CORP
+$2.5M
743,389
+14%
减持
RBC
RBC BEARINGS INC
+$2.5M
70,498
-8%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$2.5M
86,434
+11%
增持
EFOR
ASGN INC
-$2.4M
207,482
+2%
减持
—
NEWAMSTERDAM PHARMA COMPANY
-$2.4M
872,537
-2%
减持
ACVA
ACV AUCTIONS INC
+$2.4M
2,349,198
-7%
增持
PRSU
PURSUIT ATTRACTIONS AND HOSP
-$2.4M
439,793
+3%
减持
WBS
WEBSTER FINL CORP
-$2.4M
22,601
-68%
增持
TYL
TYLER TECHNOLOGIES INC
+$2.4M
108,497
+2%
减持
EXPO
EXPONENT INC
-$2.4M
292,539
-2%
增持
POOL
POOL CORP
-$2.0M
182,175
+5%
减持
KRMN
KARMAN HLDGS INC
+$2.0M
335,060
-25%
减持
—
ARCOS DORADOS HOLDINGS INC
-$2.0M
873,702
-20%
减持
ESAB
ESAB CORPORATION
-$1.9M
747,036
-5%
减持
WSC
WILLSCOT HLDGS CORP
-$1.8M
815,661
-6%
增持
IT
GARTNER INC
-$1.7M
221,884
+2%
减持
—
MERUS N V
-$1.7M
242,698
-29%
减持
HXL
HEXCEL CORP NEW
+$1.7M
1,160,665
-0%
减持
WCC
WESCO INTL INC
-$1.7M
30
-100%
增持
MGY
MAGNOLIA OIL & GAS CORP
-$1.6M
691,959
+2%
增持
FND
FLOOR & DECOR HLDGS INC
-$1.6M
508,642
+2%
减持
EMBJ
EMBRAER S.A.
+$1.5M
411,647
-13%
减持
SAFT
SAFETY INS GROUP INC
-$1.5M
552,680
-4%
减持
—
AZEK CO INC
+$1.4M
747,116
-7%
清仓
BC
BRUNSWICK CORP
-$1.4M
0
-100%
减持
—
GLOBAL E ONLINE LTD
-$1.4M
550,973
-1%
减持
MTDR
MATADOR RES CO
-$1.3M
388,632
-0%
清仓
JKHY
HENRY JACK & ASSOC INC
-$1.3M
0
-100%
减持
—
RENAISSANCERE HLDGS LTD
-$1.3M
180,032
-4%
减持
ALAB
ASTERA LABS INC
-$1.2M
60
-100%
减持
EHC
ENCOMPASS HEALTH CORP
+$1.2M
338,269
-15%
增持
WSO
WATSCO INC
+$996.4K
74,855
+19%
清仓
—
PATRIA INVESTMENTS LIMITED
-$666.1K
0
-100%
清仓
—
VTEX
-$661.1K
0
-100%
减持
VRSK
VERISK ANALYTICS INC
-$658.5K
381,405
-5%
减持
CGON
CG ONCOLOGY INC
+$649.6K
512,201
-1%
增持
PCTY
PAYLOCITY HLDG CORP
-$549.8K
201,642
+2%
增持
ARGX
ARGENX SE
-$525.8K
133,580
+7%
增持
VERX
VERTEX INC
+$453.9K
1,067,825
+0%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$401.9K
171,648
+1%
增持
FRPT
FRESHPET INC
+$393.4K
179,324
+26%
减持
WRBY
WARBY PARKER INC
-$362.8K
1,101,561
-18%
减持
CLH
CLEAN HARBORS INC
-$340.9K
6,770
-30%
增持
TRGP
TARGA RES CORP
-$297.5K
315,360
+15%
增持
—
CLEARWATER ANALYTICS HLDGS I
+$284.7K
1,360,316
+23%
