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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 17
增持 31
减持 88
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
—
CYBERARK SOFTWARE LTD
-$107.7M
0
-100%
清仓
HUBS
HUBSPOT INC
-$87.5M
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$85.0M
530,349
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
MKSI
MKS INC.
+$66.2M
288,165
减持
TPG
TPG INC
-$59.3M
1,190,621
-29%
减持
—
FLUTTER ENTMT PLC
-$57.6M
277,212
-31%
减持
—
JFROG LTD
-$57.4M
2,097,587
-16%
建仓
VRT
VERTIV HOLDINGS CO
+$56.6M
225,895
增持
FIX
COMFORT SYS USA INC
+$54.2M
73,968
+44%
清仓
PINS
PINTEREST INC
-$52.4M
0
-100%
清仓
—
ONESTREAM INC
-$49.0M
0
-100%
建仓
CCJ
CAMECO CORP
+$42.4M
390,317
减持
ESAB
ESAB CORPORATION
-$41.6M
677,888
-29%
减持
TTAN
SERVICETITAN INC
-$38.7M
841,639
-3%
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$36.9M
241,900
增持
TSCM
2023 ETF SERIES TRUST
+$35.0M
2,056,700
+1957%
增持
—
GENIUS SPORTS LIMITED
-$34.2M
5,782,631
+6%
增持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$33.5M
341,231
+38%
减持
HOOD
ROBINHOOD MKTS INC
-$32.2M
363,365
-28%
清仓
BRZE
BRAZE INC
-$32.1M
0
-100%
减持
—
NORWEGIAN CRUISE LINE HLDGS
-$32.1M
752,105
-64%
清仓
—
PIPER SANDLER COMPANIES
-$31.9M
0
-100%
清仓
PR
PERMIAN RESOURCES CORP
-$31.5M
0
-100%
减持
—
CLEARWATER ANALYTICS HLDGS I
-$31.2M
292
-100%
减持
ARGX
ARGENX SE
-$30.6M
83,117
-23%
减持
AMPL
AMPLITUDE INC
-$29.1M
287
-100%
清仓
PCTY
PAYLOCITY HLDG CORP
-$27.8M
0
-100%
增持
NTSK
NETSKOPE INC
-$27.0M
3,294,987
+5%
建仓
RMBS
RAMBUS INC DEL
+$26.9M
312,360
清仓
EFX
EQUIFAX INC
-$25.0M
0
-100%
减持
MPWR
MONOLITHIC PWR SYS INC
+$24.7M
138,840
-1%
建仓
PIPR
PIPER SANDLER COMPANIES
+$24.0M
312,937
减持
—
STEVANATO GROUP S P A
-$22.4M
3,489,716
-0%
减持
CSGP
COSTAR GROUP INC
-$22.3M
795,580
-2%
减持
CRS
CARPENTER TECHNOLOGY CORP
+$21.9M
293,279
-1%
减持
TRGP
TARGA RES CORP
+$21.9M
344,872
-2%
减持
CW
CURTISS WRIGHT CORP
+$21.3M
164,493
-0%
减持
IDXX
IDEXX LABS INC
-$21.1M
163,763
-2%
建仓
IONS
IONIS PHARMACEUTICALS INC
+$20.7M
275,674
减持
VEEV
VEEVA SYS INC
-$20.4M
407,144
-1%
建仓
MWH
SOLV ENERGY INC
+$19.6M
654,015
增持
DASH
DOORDASH INC
-$19.3M
368,459
+12%
清仓
BOOT
BOOT BARN HLDGS INC
-$19.2M
0
-100%
减持
LNG
CHENIERE ENERGY INC
+$19.1M
384,896
-17%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
+$18.6M
1,370,573
-7%
增持
ONTO
ONTO INNOVATION INC
+$18.1M
267,934
+15%
增持
RGEN
REPLIGEN CORP
-$17.7M
456,083
+5%
减持
VRSK
VERISK ANALYTICS INC
-$16.9M
341,453
-7%
减持
—
ELASTIC N V
-$16.8M
628,679
-2%
减持
WK
WORKIVA INC
-$16.7M
446,365
-11%
减持
KRMN
KARMAN HLDGS INC
-$15.9M
1,265,289
-21%
减持
HLNE
HAMILTON LANE INC
-$15.4M
288,840
-12%
清仓
IRON
DISC MEDICINE INC
-$14.9M
0
-100%
减持
SNOW
SNOWFLAKE INC
-$14.9M
206,100
-2%
清仓
CDNL
CARDINAL INFRASTRUCTURE GROU
-$14.6M
0
-100%
清仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$14.4M
0
-100%
减持
ROST
ROSS STORES INC
+$13.9M
416,389
-2%
减持
INTA
INTAPP INC
-$13.6M
543,452
-10%
减持
WH
WYNDHAM HOTELS & RESORTS INC
-$13.6M
540,170
-29%
减持
MLM
MARTIN MARIETTA MATLS INC
-$13.6M
73,299
-20%
建仓
—
CUSHMAN AND WAKEFIELD LTD
+$13.2M
1,077,840
减持
TYL
TYLER TECHNOLOGIES INC
-$13.0M
110,048
-1%
减持
CWST
CASELLA WASTE SYS INC
-$13.0M
574,238
-4%
建仓
PLNT
PLANET FITNESS MASTER ISSUER
+$12.7M
171,061
建仓
EQPT
EQUIPMENTSHARE COM INC
+$12.0M
590,555
减持
VCTR
VICTORY CAP HLDGS INC DEL
-$11.6M
526,611
-28%
增持
CASY
CASEYS GEN STORES INC
+$11.1M
59,723
+2%
增持
FICO
FAIR ISAAC CORP
-$11.1M
40,648
+26%
减持
QTWO
Q2 HLDGS INC
-$11.0M
328,270
-11%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$10.5M
306,127
+57%
减持
COR
CENCORA INC
-$10.3M
422,070
-0%
减持
TSCO
TRACTOR SUPPLY CO
-$10.3M
1,439,752
-5%
增持
INSM
INSMED INC
+$10.3M
584,798
+19%
减持
RRX
REGAL REXNORD CORPORATION
+$10.1M
470,333
-15%
减持
WRBY
WARBY PARKER INC
-$9.9M
928,678
-31%
减持
—
GLOBAL E ONLINE LTD
-$9.9M
344,302
-34%
减持
BE
BLOOM ENERGY CORP
+$9.7M
287,299
-15%
减持
WING
WINGSTOP INC
-$9.6M
67,593
-20%
增持
MTDR
MATADOR RES CO
+$9.5M
407,676
+6%
增持
NP
NEPTUNE INS HLDGS INC
+$9.5M
898,233
+114%
减持
NSA
NATIONAL STORAGE AFFILIATES
-$9.4M
265,142
-62%
减持
CHEF
CHEFS WHSE INC
-$9.2M
421,258
-23%
增持
GRDN
GUARDIAN PHARMACY SVCS INC
+$9.0M
1,077,474
+3%
建仓
TDW
TIDEWATER INC NEW
+$9.0M
107,282
减持
DT
DYNATRACE INC
-$8.9M
1,249,943
-2%
增持
TRMB
TRIMBLE INC
-$8.8M
693,737
+1%
增持
STRL
STERLING INFRASTRUCTURE INC
+$8.7M
51,019
+30%
减持
APH
AMPHENOL CORP
-$8.5M
280,269
-14%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$8.2M
709,194
-18%
减持
NRG
NRG ENERGY INC
-$8.1M
514,851
-2%
增持
AXGN
AXOGEN INC
+$8.0M
575,364
+71%
减持
EVR
EVERCORE INC
-$7.8M
165,966
-2%
减持
ADUS
ADDUS HOMECARE CORP
-$7.7M
325,649
-8%
减持
VERX
VERTEX INC
-$7.2M
682,652
-11%
减持
CTAS
CINTAS CORP
-$7.0M
365,690
-0%
增持
LOAR
LOAR HOLDINGS INC
-$7.0M
925,887
+5%
增持
AXON
AXON ENTERPRISE INC
-$6.6M
205,881
+24%
减持
PAY
PAYMENTUS HOLDINGS INC
-$6.5M
660,032
-10%
减持
BRO
BROWN & BROWN INC
-$6.4M
401,946
-2%
减持
PJT
PJT PARTNERS INC
-$6.3M
125,534
-12%
减持
IOT
SAMSARA INC
-$6.2M
1,280,972
-3%
减持
—
CELLEBRITE DI LTD
-$6.0M
504,182
-30%
增持
JBTM
JBT MAREL CORPORATION
-$5.8M
266,581
+1%
减持
PSN
PARSONS CORP DEL
-$5.5M
301,044
-15%
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$5.5M
832,494
-3%
减持
ABVX
ABIVAX SA
-$5.3M
109,183
-16%
减持
—
JAMES HARDIE INDS PLC
-$5.2M
1,919,741
-4%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
-$5.2M
349,616
+32%
减持
FND
FLOOR & DECOR HLDGS INC
-$5.1M
456,404
-2%
减持
SITM
SITIME CORP
-$5.1M
91,092
-12%
增持
KRYS
KRYSTAL BIOTECH INC
+$5.0M
112,342
+15%
增持
VVV
VALVOLINE INC
+$4.9M
934,500
+2%
减持
ROAD
CONSTRUCTION PARTNERS INC
-$4.8M
215,959
-19%
减持
—
NEWAMSTERDAM PHARMA COMPANY
-$4.8M
751,988
-9%
减持
MLYS
MINERALYS THERAPEUTICS INC
-$4.6M
338,798
-11%
增持
UEC
URANIUM ENERGY CORP
+$4.6M
1,781,709
+7%
减持
EE
EXCELERATE ENERGY INC
-$4.2M
671,942
-29%
减持
CBLL
CERIBELL INC
-$4.1M
716,468
-9%
减持
VCEL
VERICEL CORP
-$4.1M
578,333
-8%
增持
STEP
STEPSTONE GROUP INC
-$4.0M
390,800
+10%
减持
SAFT
SAFETY INS GROUP INC
-$4.0M
236,540
-13%
减持
MRVL
MARVELL TECHNOLOGY INC
+$3.9M
359,444
-4%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$3.9M
34,148
减持
MYRG
MYR GROUP INC
+$3.8M
70,866
-5%
减持
BSY
BENTLEY SYS INC
-$3.7M
927,979
-2%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
+$3.6M
1,450,839
-0%
减持
MIRM
MIRUM PHARMACEUTICALS INC
+$3.5M
376,473
-5%
减持
VERA
VERA THERAPEUTICS INC
-$3.4M
232,463
-8%
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$3.4M
256,630
+4%
建仓
COGT
COGENT BIOSCIENCES INC
+$3.3M
85,000
减持
AME
AMETEK INC
-$3.2M
211,579
-11%
减持
—
NOVA LTD
+$3.2M
33,530
-3%
减持
LGN
LEGENCE CORP
-$3.1M
277,869
-36%
减持
HXL
HEXCEL CORP NEW
-$3.1M
242,545
-21%
减持
EME
EMCOR GROUP INC
+$3.1M
211,862
-15%
减持
XENE
XENON PHARMACEUTICALS INC
-$3.0M
359,293
-33%
减持
WCN
WASTE CONNECTIONS INC
-$2.4M
158,038
-1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$2.3M
19,685
-7%
减持
UNF
UNIFIRST CORP MASS
-$2.1M
67,932
-32%
增持
CBRE
CBRE GROUP INC
-$2.1M
462,666
+15%
减持
NICE
NICE LTD
-$1.9M
272,299
-4%
建仓
IWO
ISHARES TR
+$1.9M
6,000
建仓
ELVN
ENLIVEN THERAPEUTICS INC
+$1.8M
45,000
减持
PRSU
PURSUIT ATTRACTIONS AND HOSP
+$1.5M
892,394
-4%
增持
EMBJ
EMBRAER S.A.
-$1.5M
368,352
+2%
增持
MIR
MIRION TECHNOLOGIES INC
+$1.4M
1,294,165
+34%
清仓
SAIA
SAIA INC
-$819.6K
0
-100%
减持
KYMR
KYMERA THERAPEUTICS INC
-$712.9K
168,846
-11%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$699.3K
318,392
+11%
减持
WHD
CACTUS INC
-$658.3K
227,520
-9%
