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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 52
减持 69
清仓 18
方向
标的
Δ市值
现股数(环比)
清仓
APP
APPLOVIN CORP
-$70.4M
0
-100%
建仓
CBRE
CBRE GROUP INC
+$64.7M
402,562
建仓
—
GENIUS SPORTS LIMITED
+$59.9M
5,431,145
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。
清仓
ALL
ALLSTATE CORP
-$58.5M
0
-100%
增持
FIX
COMFORT SYS USA INC
+$46.4M
51,220
+3014%
减持
HOOD
ROBINHOOD MKTS INC
-$40.1M
507,601
-26%
减持
VEEV
VEEVA SYS INC
-$37.1M
411,769
-5%
清仓
POOL
POOL CORP
-$33.6M
0
-100%
清仓
CSL
CARLISLE COS INC
-$33.2M
0
-100%
建仓
CASY
CASEYS GEN STORES INC
+$32.4M
58,531
增持
ESAB
ESAB CORPORATION
+$29.4M
959,101
+38%
清仓
WSO
WATSCO INC
-$29.1M
0
-100%
清仓
—
SOLENO THERAPEUTICS INC
-$25.5M
0
-100%
增持
TRGP
TARGA RES CORP
+$25.3M
350,223
+49%
减持
RRX
REGAL REXNORD CORPORATION
-$25.2M
555,401
-23%
减持
LNG
CHENIERE ENERGY INC
-$25.1M
463,761
-5%
增持
INSM
INSMED INC
+$24.2M
490,506
+15%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$23.2M
865,901
-20%
增持
RGEN
REPLIGEN CORP
+$23.0M
435,687
+20%
建仓
STEP
STEPSTONE GROUP INC
+$22.7M
353,697
清仓
GTLS
CHART INDS INC
-$22.0M
0
-100%
清仓
ACVA
ACV AUCTIONS INC
-$21.9M
0
-100%
清仓
IT
GARTNER INC
-$20.8M
0
-100%
增持
SNOW
SNOWFLAKE INC
+$20.6M
209,653
+86%
减持
DASH
DOORDASH INC
-$20.6M
329,443
-6%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$20.6M
948,115
-5%
减持
HUBS
HUBSPOT INC
-$20.3M
218,039
-5%
减持
MRVL
MARVELL TECHNOLOGY INC
-$18.8M
372,637
-38%
减持
—
JFROG LTD
+$18.8M
2,495,193
-14%
减持
EME
EMCOR GROUP INC
-$18.3M
250,641
-5%
减持
CRS
CARPENTER TECHNOLOGY CORP
+$18.3M
297,460
-3%
清仓
PAR
PAR TECHNOLOGY CORP
-$18.2M
0
-100%
减持
WCN
WASTE CONNECTIONS INC
-$18.0M
160,296
-39%
增持
WING
WINGSTOP INC
+$17.8M
84,304
+814%
清仓
WSC
WILLSCOT HLDGS CORP
-$17.2M
0
-100%
清仓
TTEK
TETRA TECH INC NEW
-$16.5M
0
-100%
清仓
IWO
ISHARES TR
-$16.4M
0
-100%
减持
MYRG
MYR GROUP INC DEL
-$16.3M
74,301
-53%
减持
PINS
PINTEREST INC
-$16.0M
2,025,180
-5%
清仓
—
MERUS N V
-$15.6M
0
-100%
建仓
KYMR
KYMERA THERAPEUTICS INC
+$14.8M
189,900
建仓
CDNL
CARDINAL INFRASTRUCTURE GROU
+$14.6M
604,300
减持
VRSK
VERISK ANALYTICS INC
-$14.6M
365,304
-5%
增持
BE
BLOOM ENERGY CORP
+$14.5M
336,800
+92%
减持
BSY
BENTLEY SYS INC
-$14.2M
951,055
-3%
减持
SAFT
SAFETY INS GROUP INC
-$14.2M
271,930
-46%
减持
—
CYBERARK SOFTWARE LTD
-$14.2M
241,397
-4%
建仓
MLYS
MINERALYS THERAPEUTICS INC
+$13.8M
380,100
增持
—
STEVANATO GROUP S P A
-$13.7M
3,500,321
+7%
增持
CSGP
COSTAR GROUP INC
-$13.6M
809,321
+0%
减持
WH
WYNDHAM HOTELS & RESORTS INC
-$13.3M
760,561
-14%
减持
BRO
BROWN & BROWN INC
-$13.3M
409,702
-16%
增持
RBC
RBC BEARINGS INC
+$13.0M
90,579
+28%
建仓
VERA
VERA THERAPEUTICS INC
+$12.8M
252,462
增持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$12.8M
246,866
+4%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$12.6M
1,457,511
-6%
减持
LOAR
LOAR HOLDINGS INC
-$12.6M
882,280
-3%
建仓
NP
NEPTUNE INS HLDGS INC
+$12.3M
420,434
减持
VERX
VERTEX INC
-$11.8M
766,222
-30%
增持
TARS
TARSUS PHARMACEUTICALS INC
+$11.3M
332,446
+24%
减持
ADUS
ADDUS HOMECARE CORP
-$11.2M
355,337
-15%
建仓
AXGN
AXOGEN INC
+$11.0M
336,847
减持
CTAS
CINTAS CORP
-$11.0M
365,994
-6%
清仓
INR
INFINITY NAT RES INC
-$10.8M
0
-100%
增持
—
JAMES HARDIE INDS PLC
+$10.8M
2,003,166
+25%
减持
NICE
NICE LTD
-$10.7M
282,632
-4%
增持
—
FLUTTER ENTMT PLC
-$10.4M
399,081
+5%
减持
IDXX
IDEXX LABS INC
-$10.1M
167,251
-13%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$10.1M
286,531
-18%
减持
BOOT
BOOT BARN HLDGS INC
-$9.8M
108,849
-38%
减持
TPG
TPG INC
+$9.5M
1,684,070
-1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$9.5M
21,277
-46%
减持
EHC
ENCOMPASS HEALTH CORP
-$9.3M
346,288
-4%
清仓
EFOR
ASGN INC
-$9.3M
0
-100%
清仓
—
NIQ GLOBAL INTELLIGENCE PLC
-$9.2M
0
-100%
增持
MIRM
MIRUM PHARMACEUTICALS INC
+$9.2M
395,827
+32%
增持
ONTO
ONTO INNOVATION INC
+$9.1M
233,111
+9%
增持
GRDN
GUARDIAN PHARMACY SVCS INC
+$9.0M
1,048,136
+22%
减持
DT
DYNATRACE INC
-$8.9M
1,271,294
-4%
减持
—
ELASTIC N V
-$8.5M
639,662
-5%
减持
CBLL
CERIBELL INC
+$7.9M
787,926
-4%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$7.9M
853,970
+29%
增持
PCTY
PAYLOCITY HLDG CORP
+$7.8M
182,047
+45%
减持
FND
FLOOR & DECOR HLDGS INC
-$7.6M
465,225
-5%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$7.3M
142,486
-29%
增持
EVR
EVERCORE INC
+$7.2M
168,674
+13%
增持
AMPL
AMPLITUDE INC
+$7.2M
2,513,383
+23%
减持
JBTM
JBT MAREL CORPORATION
-$7.2M
264,986
-21%
增持
NRG
NRG ENERGY INC
+$6.9M
523,205
+11%
增持
NTSK
NETSKOPE INC
-$6.8M
3,135,851
+15%
增持
PSN
PARSONS CORP DEL
-$6.8M
353,430
+2%
清仓
—
VERONA PHARMA PLC
-$6.8M
0
-100%
增持
INTA
INTAPP INC
+$6.7M
602,236
+18%
减持
APH
AMPHENOL CORP NEW
-$6.7M
325,015
-21%
减持
VVV
VALVOLINE INC
-$6.6M
913,449
-1%
增持
ABVX
ABIVAX SA
+$6.6M
129,384
+1%
增持
BRZE
BRAZE INC
+$6.4M
937,020
+3%
减持
—
CLEARWATER ANALYTICS HLDGS I
+$6.4M
1,293,807
-6%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$5.7M
120,716
+25%
增持
KRMN
KARMAN HLDGS INC
+$5.5M
1,602,008
+4%
增持
AXON
AXON ENTERPRISE INC
+$5.5M
165,530
+34%
减持
EFX
EQUIFAX INC
-$5.5M
115,223
-3%
减持
ROST
ROSS STORES INC
-$5.1M
423,368
-21%
减持
TRMB
TRIMBLE INC
-$5.1M
690,280
-5%
减持
—
NEWAMSTERDAM PHARMA COMPANY
+$5.0M
822,300
-2%
减持
FICO
FAIR ISAAC CORP
+$4.9M
32,240
-3%
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$4.8M
246,235
+43%
增持
EMBJ
EMBRAER S.A.
+$4.8M
362,131
+18%
减持
COR
CENCORA INC
+$4.2M
423,026
-5%
增持
STRL
STERLING INFRASTRUCTURE INC
+$4.0M
39,340
+67%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$4.0M
1,474,949
+3%
减持
IOT
SAMSARA INC
-$3.8M
1,320,028
-3%
增持
CHEF
CHEFS WHSE INC
+$3.6M
548,853
+5%
减持
VCEL
VERICEL CORP
-$3.6M
631,256
-25%
减持
MLM
MARTIN MARIETTA MATLS INC
-$3.6M
91,094
-5%
增持
TYL
TYLER TECHNOLOGIES INC
-$3.6M
111,702
+8%
减持
CW
CURTISS WRIGHT CORP
-$3.4M
164,677
-5%
增持
EE
EXCELERATE ENERGY INC
+$3.4M
949,723
+3%
增持
GFL
GFL ENVIRONMENTAL INC
-$3.2M
1,125,123
+3%
增持
UEC
URANIUM ENERGY CORP
+$3.2M
1,664,320
+37%
减持
SITM
SITIME CORP
-$3.2M
103,423
-21%
增持
—
PIPER SANDLER COMPANIES
+$3.1M
93,893
+13%
减持
KRYS
KRYSTAL BIOTECH INC
+$3.1M
97,400
-18%
减持
VCTR
VICTORY CAP HLDGS INC
-$3.1M
731,214
-4%
增持
IRON
DISC MEDICINE INC
+$2.9M
187,777
+3%
减持
ARGX
ARGENX SE
-$2.8M
108,509
-15%
减持
MPWR
MONOLITHIC PWR SYS INC
-$2.7M
140,279
-1%
增持
ITT
ITT INC
+$2.6M
226,700
+10%
减持
CGON
CG ONCOLOGY INC
-$2.6M
426,019
-15%
增持
TSCO
TRACTOR SUPPLY CO
+$2.5M
1,509,725
+18%
增持
ROAD
CONSTRUCTION PARTNERS INC
+$2.4M
265,373
+28%
增持
—
NORWEGIAN CRUISE LINE HLDG L
-$2.4M
2,068,797
+5%
增持
—
ONESTREAM INC
+$2.1M
2,668,307
+5%
减持
NSA
NATIONAL STORAGE AFFILIATES
-$2.1M
689,692
-3%
建仓
TSCM
2023 ETF SERIES TRUST
+$2.0M
100,000
减持
AME
AMETEK INC
+$2.0M
236,650
-5%
增持
HLNE
HAMILTON LANE INC
+$1.9M
328,286
+5%
减持
HXL
HEXCEL CORP NEW
+$1.7M
307,786
-8%
增持
—
CELLEBRITE DI LTD
+$1.7M
715,992
+18%
增持
WRBY
WARBY PARKER INC
+$1.7M
1,353,554
+34%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$1.6M
195,119
+4%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$1.6M
264,181
+6%
减持
XENE
XENON PHARMACEUTICALS INC
+$1.5M
532,740
-4%
减持
MTDR
MATADOR RES CO
-$1.4M
383,007
-3%
减持
QTWO
Q2 HLDGS INC
-$1.3M
368,010
-4%
减持
—
NOVA LTD
-$1.3M
34,600
-13%
减持
PR
PERMIAN RESOURCES CORP
+$1.3M
2,241,995
-5%
减持
WHD
CACTUS INC
+$1.2M
250,349
-4%
减持
UNF
UNIFIRST CORP MASS
+$985.4K
99,338
-9%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$963.0K
59,822
-11%
