TimesSquare Capital Management as of Dec. 31, 2011
Portfolio Holdings for TimesSquare Capital Management
TimesSquare Capital Management holds 243 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
DaVita (DVA) | 3.6 | $458M | 6.0M | 75.81 | |
SBA Communications Corporation | 2.6 | $337M | 7.8M | 42.96 | |
Alliance Data Systems Corporation (BFH) | 2.1 | $266M | 2.6M | 103.84 | |
Global Payments (GPN) | 2.0 | $260M | 5.5M | 47.38 | |
Renaissance Re Holdings Ltd Cmn (RNR) | 1.9 | $248M | 3.3M | 74.37 | |
Virgin Media | 1.5 | $198M | 9.3M | 21.38 | |
Kansas City Southern | 1.5 | $193M | 2.8M | 68.01 | |
Amdocs Ltd ord (DOX) | 1.5 | $189M | 6.6M | 28.53 | |
Solera Holdings | 1.3 | $173M | 3.9M | 44.54 | |
Neustar | 1.3 | $162M | 4.7M | 34.17 | |
Oil States International (OIS) | 1.2 | $155M | 2.0M | 76.37 | |
Discovery Communications | 1.1 | $144M | 3.8M | 37.70 | |
Ihs | 1.1 | $141M | 1.6M | 86.16 | |
Wright Express Corporation | 1.1 | $141M | 2.6M | 54.28 | |
WABCO Holdings | 1.1 | $138M | 3.2M | 43.40 | |
Nasdaq Omx (NDAQ) | 1.1 | $136M | 5.5M | 24.51 | |
Ecolab (ECL) | 1.0 | $130M | 2.2M | 57.81 | |
CoStar (CSGP) | 1.0 | $128M | 1.9M | 66.73 | |
Whiting Petroleum Corporation | 0.9 | $121M | 2.6M | 46.69 | |
Trimble Navigation (TRMB) | 0.9 | $114M | 2.6M | 43.40 | |
United Natural Foods (UNFI) | 0.9 | $113M | 2.8M | 40.01 | |
Cooper Industries | 0.9 | $111M | 2.0M | 54.15 | |
SPX Corporation | 0.8 | $108M | 1.8M | 60.27 | |
Jack Henry & Associates (JKHY) | 0.8 | $109M | 3.2M | 33.61 | |
TransDigm Group Incorporated (TDG) | 0.8 | $109M | 1.1M | 95.68 | |
WESCO International (WCC) | 0.8 | $105M | 2.0M | 53.01 | |
Catalyst Health Solutions | 0.8 | $105M | 2.0M | 52.00 | |
Herbalife Ltd Com Stk (HLF) | 0.8 | $102M | 2.0M | 51.67 | |
Clean Harbors (CLH) | 0.8 | $101M | 1.6M | 63.73 | |
Coach | 0.8 | $101M | 1.7M | 61.04 | |
Hologic (HOLX) | 0.8 | $99M | 5.7M | 17.51 | |
Jones Lang LaSalle Incorporated (JLL) | 0.8 | $97M | 1.6M | 61.26 | |
Informatica Corporation | 0.8 | $97M | 2.6M | 36.93 | |
Shire | 0.7 | $95M | 911k | 103.90 | |
Advisory Board Company | 0.7 | $92M | 1.2M | 74.21 | |
American Tower Corporation | 0.7 | $92M | 1.5M | 60.01 | |
Concho Resources | 0.7 | $86M | 922k | 93.75 | |
Core Laboratories | 0.7 | $85M | 744k | 113.95 | |
MICROS Systems | 0.7 | $85M | 1.8M | 46.58 | |
Ametek (AME) | 0.7 | $84M | 2.0M | 42.10 | |
Cameron International Corporation | 0.7 | $85M | 1.7M | 49.19 | |
Airgas | 0.7 | $84M | 1.1M | 78.08 | |
Lazard Ltd-cl A shs a | 0.6 | $83M | 3.2M | 26.11 | |
Denbury Resources | 0.6 | $82M | 5.4M | 15.10 | |
Tempur-Pedic International (TPX) | 0.6 | $82M | 1.6M | 52.53 | |
Hershey Company (HSY) | 0.6 | $80M | 1.3M | 61.78 | |
Nielsen Holdings Nv | 0.6 | $79M | 2.7M | 29.69 | |
Verisign (VRSN) | 0.6 | $79M | 2.2M | 35.72 | |
Hanesbrands (HBI) | 0.6 | $78M | 3.6M | 21.86 | |
Pool Corporation (POOL) | 0.6 | $78M | 2.6M | 30.10 | |
Corporate Executive Board Company | 0.6 | $78M | 2.0M | 38.10 | |
Ultimate Software | 0.6 | $77M | 1.2M | 65.12 | |
Tiffany & Co. | 0.6 | $76M | 1.1M | 66.26 | |
Haemonetics Corporation (HAE) | 0.6 | $76M | 1.2M | 61.22 | |
Sirona Dental Systems | 0.6 | $76M | 1.7M | 44.04 | |
O'reilly Automotive (ORLY) | 0.6 | $75M | 942k | 79.95 | |
Dril-Quip (DRQ) | 0.6 | $73M | 1.1M | 65.82 | |
Axis Capital Holdings (AXS) | 0.6 | $71M | 2.2M | 31.96 | |
Allegiant Travel Company (ALGT) | 0.5 | $69M | 1.3M | 53.34 | |
URS Corporation | 0.5 | $69M | 2.0M | 35.12 | |
Gartner (IT) | 0.5 | $67M | 1.9M | 34.77 | |
Genesee & Wyoming | 0.5 | $67M | 1.1M | 60.58 | |
Tibco Software | 0.5 | $65M | 2.7M | 23.91 | |
Jos. A. Bank Clothiers | 0.5 | $65M | 1.3M | 48.76 | |
Pall Corporation | 0.5 | $65M | 1.1M | 57.15 | |
Montpelier Re Holdings/mrh | 0.5 | $63M | 3.6M | 17.75 | |
Western Union Company (WU) | 0.5 | $62M | 3.4M | 18.26 | |
Magellan Health Services | 0.5 | $62M | 1.2M | 49.47 | |
Uti Worldwide | 0.5 | $61M | 4.6M | 13.29 | |
Mettler-Toledo International (MTD) | 0.5 | $59M | 397k | 147.71 | |
Linear Technology Corporation | 0.5 | $59M | 2.0M | 30.03 | |
C.H. Robinson Worldwide (CHRW) | 0.5 | $59M | 842k | 69.78 | |
Bottomline Technologies | 0.5 | $59M | 2.5M | 23.17 | |
Brookdale Senior Living (BKD) | 0.5 | $60M | 3.4M | 17.39 | |
Volcano Corporation | 0.5 | $58M | 2.4M | 23.79 | |
AFLAC Incorporated (AFL) | 0.4 | $57M | 1.3M | 43.26 | |
Orbital Sciences | 0.4 | $57M | 3.9M | 14.53 | |
RPM International (RPM) | 0.4 | $56M | 2.3M | 24.55 | |
Red Hat | 0.4 | $55M | 1.3M | 41.29 | |
Church & Dwight (CHD) | 0.4 | $55M | 1.2M | 45.76 | |
Broadcom Corporation | 0.4 | $54M | 1.8M | 29.36 | |
Jarden Corporation | 0.4 | $55M | 1.8M | 29.88 | |
DealerTrack Holdings | 0.4 | $54M | 2.0M | 27.26 | |
Southwestern Energy Company | 0.4 | $52M | 1.6M | 31.94 | |
Onyx Pharmaceuticals | 0.4 | $51M | 1.2M | 43.95 | |
Nice Systems (NICE) | 0.4 | $52M | 1.5M | 34.45 | |
Health Management Associates | 0.4 | $51M | 6.8M | 7.37 | |
Key Energy Services | 0.4 | $50M | 3.2M | 15.47 | |
IPC The Hospitalist Company | 0.4 | $51M | 1.1M | 45.72 | |
Asml Holding Nv Adr depository receipts | 0.4 | $50M | 1.2M | 41.79 | |
Teradata Corporation (TDC) | 0.4 | $49M | 1.0M | 48.51 | |
Bio-Rad Laboratories (BIO) | 0.4 | $49M | 512k | 96.04 | |
NetApp (NTAP) | 0.4 | $48M | 1.3M | 36.27 | |
Ss&c Technologies Holding (SSNC) | 0.4 | $48M | 2.7M | 18.06 | |
Stanley Black & Decker (SWK) | 0.4 | $46M | 687k | 67.60 | |
Altera Corporation | 0.4 | $47M | 1.3M | 37.10 | |
Cardtronics | 0.4 | $46M | 1.7M | 27.06 | |
Swift Energy Company | 0.3 | $45M | 1.5M | 29.72 | |
Mednax (MD) | 0.3 | $45M | 629k | 72.01 | |
Albany International (AIN) | 0.3 | $44M | 1.9M | 23.12 | |
Parker-Hannifin Corporation (PH) | 0.3 | $43M | 569k | 76.25 | |
VeriFone Systems | 0.3 | $43M | 1.2M | 35.52 | |
Analog Devices (ADI) | 0.3 | $43M | 1.2M | 35.78 | |
Whole Foods Market | 0.3 | $43M | 617k | 69.58 | |
StanCorp Financial | 0.3 | $42M | 1.1M | 36.75 | |
Ebix (EBIXQ) | 0.3 | $42M | 1.9M | 22.10 | |
Rockwell Collins | 0.3 | $41M | 747k | 55.37 | |
Sxc Health Solutions Corp | 0.3 | $41M | 731k | 56.48 | |
Vitamin Shoppe | 0.3 | $42M | 1.0M | 39.88 | |
Sotheby's | 0.3 | $40M | 1.4M | 28.53 | |
Resources Connection (RGP) | 0.3 | $40M | 3.8M | 10.59 | |
Monro Muffler Brake (MNRO) | 0.3 | $41M | 1.0M | 38.79 | |
John Wiley & Sons (WLY) | 0.3 | $38M | 857k | 44.40 | |
Maximus (MMS) | 0.3 | $38M | 919k | 41.35 | |
Higher One Holdings | 0.3 | $39M | 2.1M | 18.44 | |
Emcor (EME) | 0.3 | $37M | 1.4M | 26.81 | |
Bally Technologies | 0.3 | $37M | 934k | 39.56 | |
ProAssurance Corporation (PRA) | 0.3 | $38M | 470k | 79.82 | |
FLIR Systems | 0.3 | $38M | 1.5M | 25.07 | |
Assured Guaranty (AGO) | 0.3 | $37M | 2.8M | 13.14 | |
J Global (ZD) | 0.3 | $38M | 1.3M | 28.14 | |
Arbitron | 0.3 | $36M | 1.0M | 34.41 | |
Gardner Denver | 0.3 | $36M | 464k | 77.06 | |
Gentex Corporation (GNTX) | 0.3 | $37M | 1.2M | 29.59 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.3 | $35M | 3.1M | 11.29 | |
Manpower (MAN) | 0.3 | $35M | 979k | 35.75 | |
On Assignment | 0.3 | $35M | 3.1M | 11.18 | |
Align Technology (ALGN) | 0.3 | $35M | 1.5M | 23.72 | |
ExlService Holdings (EXLS) | 0.3 | $35M | 1.6M | 22.37 | |
National CineMedia | 0.3 | $35M | 2.8M | 12.40 | |
Oasis Petroleum | 0.3 | $35M | 1.2M | 29.09 | |
W.R. Berkley Corporation (WRB) | 0.3 | $33M | 954k | 34.39 | |
Kennametal (KMT) | 0.3 | $33M | 903k | 36.52 | |
Regal-beloit Corporation (RRX) | 0.3 | $33M | 647k | 50.97 | |
Old Dominion Freight Line (ODFL) | 0.3 | $34M | 836k | 40.53 | |
Healthcare Services (HCSG) | 0.3 | $33M | 1.9M | 17.69 | |
Manitowoc Company | 0.2 | $33M | 3.5M | 9.19 | |
Lamar Advertising Company | 0.2 | $32M | 1.2M | 27.50 | |
Adtran | 0.2 | $32M | 1.1M | 30.16 | |
Air Methods Corporation | 0.2 | $32M | 382k | 84.45 | |
United Therapeutics Corporation (UTHR) | 0.2 | $33M | 690k | 47.25 | |
Watts Water Technologies (WTS) | 0.2 | $32M | 933k | 34.21 | |
Tractor Supply Company (TSCO) | 0.2 | $31M | 444k | 70.15 | |
DeVry | 0.2 | $31M | 816k | 38.46 | |
Thor Industries (THO) | 0.2 | $31M | 1.1M | 27.43 | |
Northern Oil & Gas | 0.2 | $30M | 1.3M | 23.98 | |
Green Dot Corporation (GDOT) | 0.2 | $31M | 988k | 31.22 | |
Myriad Genetics (MYGN) | 0.2 | $30M | 1.4M | 20.94 | |
National Instruments | 0.2 | $29M | 1.1M | 25.95 | |
FleetCor Technologies | 0.2 | $30M | 1.0M | 29.87 | |
Gen-Probe Incorporated | 0.2 | $29M | 487k | 59.12 | |
Mohawk Industries (MHK) | 0.2 | $29M | 482k | 59.85 | |
McGrath Rent (MGRC) | 0.2 | $28M | 956k | 28.99 | |
Oceaneering International (OII) | 0.2 | $28M | 616k | 46.13 | |
American Public Education (APEI) | 0.2 | $28M | 642k | 43.28 | |
World Fuel Services Corporation (WKC) | 0.2 | $28M | 674k | 41.98 | |
Nic | 0.2 | $28M | 2.1M | 13.31 | |
GeoResources | 0.2 | $29M | 971k | 29.31 | |
Generac Holdings (GNRC) | 0.2 | $28M | 992k | 28.03 | |
Safety Insurance (SAFT) | 0.2 | $27M | 673k | 40.48 | |
PAREXEL International Corporation | 0.2 | $27M | 1.3M | 20.74 | |
Gra (GGG) | 0.2 | $26M | 646k | 40.89 | |
Evercore Partners (EVR) | 0.2 | $26M | 991k | 26.62 | |
CommVault Systems (CVLT) | 0.2 | $27M | 641k | 42.72 | |
Vera Bradley (VRA) | 0.2 | $27M | 822k | 32.25 | |
BioMarin Pharmaceutical (BMRN) | 0.2 | $26M | 756k | 34.38 | |
Power Integrations (POWI) | 0.2 | $25M | 759k | 33.16 | |
Grand Canyon Education (LOPE) | 0.2 | $26M | 1.6M | 15.96 | |
American Equity Investment Life Holding | 0.2 | $25M | 2.4M | 10.40 | |
Bruker Corporation (BRKR) | 0.2 | $26M | 2.1M | 12.42 | |
Euronet Worldwide (EEFT) | 0.2 | $26M | 1.4M | 18.48 | |
Rowan Companies | 0.2 | $26M | 848k | 30.33 | |
Teradyne (TER) | 0.2 | $26M | 1.9M | 13.63 | |
Dunkin' Brands Group | 0.2 | $26M | 1.0M | 24.98 | |
Laredo Petroleum Holdings | 0.2 | $25M | 1.1M | 22.30 | |
Gulfport Energy Corporation | 0.2 | $25M | 851k | 29.45 | |
Sally Beauty Holdings (SBH) | 0.2 | $25M | 1.2M | 21.13 | |
Monotype Imaging Holdings | 0.2 | $24M | 1.5M | 15.59 | |
Duff & Phelps Corporation | 0.2 | $24M | 1.7M | 14.50 | |
Newpark Resources (NR) | 0.2 | $23M | 2.4M | 9.50 | |
Carrizo Oil & Gas | 0.2 | $23M | 864k | 26.35 | |
Hittite Microwave Corporation | 0.2 | $23M | 465k | 49.38 | |
Iconix Brand | 0.2 | $23M | 1.4M | 16.29 | |
Standard Parking Corporation | 0.2 | $23M | 1.3M | 17.87 | |
Columbus McKinnon (CMCO) | 0.2 | $22M | 1.7M | 12.69 | |
Acme Packet | 0.2 | $22M | 722k | 30.91 | |
Moneygram International | 0.2 | $21M | 1.2M | 17.75 | |
Brown & Brown (BRO) | 0.2 | $20M | 899k | 22.63 | |
Alere | 0.2 | $21M | 895k | 23.09 | |
Wabtec Corporation (WAB) | 0.2 | $20M | 290k | 69.95 | |
Clarcor | 0.2 | $21M | 422k | 49.99 | |
Inter Parfums (IPAR) | 0.2 | $21M | 1.3M | 15.56 | |
RBC Bearings Incorporated (RBC) | 0.2 | $21M | 505k | 41.70 | |
BroadSoft | 0.2 | $20M | 675k | 30.20 | |
Michael Kors Holdings | 0.2 | $21M | 759k | 27.25 | |
Incyte Corporation (INCY) | 0.1 | $20M | 1.3M | 15.01 | |
Carlisle Companies (CSL) | 0.1 | $19M | 425k | 44.30 | |
Cymer | 0.1 | $19M | 377k | 49.76 | |
CSG Systems International (CSGS) | 0.1 | $19M | 1.3M | 14.71 | |
DuPont Fabros Technology | 0.1 | $18M | 752k | 24.22 | |
Inphi Corporation | 0.1 | $18M | 1.5M | 11.96 | |
Sodastream International | 0.1 | $18M | 545k | 32.69 | |
Ntelos Holdings | 0.1 | $18M | 900k | 20.38 | |
Beacon Roofing Supply (BECN) | 0.1 | $17M | 841k | 20.23 | |
General Communication | 0.1 | $16M | 1.6M | 9.79 | |
DigitalGlobe | 0.1 | $17M | 1.0M | 17.11 | |
Chefs Whse (CHEF) | 0.1 | $16M | 909k | 17.86 | |
Lumos Networks | 0.1 | $17M | 1.1M | 15.34 | |
ViaSat (VSAT) | 0.1 | $16M | 339k | 46.12 | |
Douglas Dynamics (PLOW) | 0.1 | $14M | 948k | 14.62 | |
NetSpend Holdings | 0.1 | $14M | 1.8M | 8.11 | |
Vanguard Health Systems | 0.1 | $15M | 1.4M | 10.22 | |
First Midwest Ban | 0.1 | $13M | 1.3M | 10.13 | |
National American Univ. Holdings (NAUH) | 0.1 | $13M | 1.7M | 7.58 | |
Dendreon Corporation | 0.1 | $12M | 1.6M | 7.60 | |
Sanchez Energy Corp C ommon stocks | 0.1 | $11M | 659k | 17.26 | |
AVANIR Pharmaceuticals | 0.1 | $7.4M | 3.6M | 2.05 | |
Angie's List | 0.1 | $7.2M | 450k | 16.10 | |
Allot Communications (ALLT) | 0.1 | $5.8M | 383k | 15.20 | |
Apple (AAPL) | 0.0 | $4.5M | 11k | 405.01 | |
Qualcomm (QCOM) | 0.0 | $4.1M | 75k | 54.70 | |
RealPage | 0.0 | $4.3M | 168k | 25.27 | |
American Stad Energy | 0.0 | $3.5M | 1.1M | 3.15 | |
United Parcel Service (UPS) | 0.0 | $2.6M | 35k | 73.18 | |
Allergan | 0.0 | $2.4M | 27k | 87.75 | |
Halliburton Company (HAL) | 0.0 | $2.0M | 58k | 34.52 | |
Nike (NKE) | 0.0 | $2.0M | 21k | 96.35 | |
Swisher Hygiene | 0.0 | $2.4M | 646k | 3.74 | |
Baxter International (BAX) | 0.0 | $970k | 20k | 49.48 | |
Walt Disney Company (DIS) | 0.0 | $1.8M | 49k | 37.50 | |
Autodesk (ADSK) | 0.0 | $676k | 22k | 30.32 | |
Johnson Controls | 0.0 | $1.7M | 54k | 31.26 | |
National-Oilwell Var | 0.0 | $780k | 12k | 68.00 | |
Anadarko Petroleum Corporation | 0.0 | $1.4M | 18k | 76.33 | |
eBay (EBAY) | 0.0 | $1.8M | 59k | 30.33 | |
Danaher Corporation (DHR) | 0.0 | $1.3M | 29k | 47.03 | |
Luxottica Group S.p.A. | 0.0 | $1.3M | 48k | 27.93 | |
PRGX Global | 0.0 | $1.2M | 210k | 5.95 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $1.3M | 24k | 55.06 | |
Hca Holdings (HCA) | 0.0 | $1.4M | 62k | 22.03 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $35k | 1.0k | 35.00 | |
Qlt | 0.0 | $47k | 6.5k | 7.23 | |
ShangPharma | 0.0 | $29k | 4.0k | 7.25 |