TimesSquare Capital Management as of March 31, 2012
Portfolio Holdings for TimesSquare Capital Management
TimesSquare Capital Management holds 256 positions in its portfolio as reported in the March 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
DaVita (DVA) | 3.6 | $524M | 5.8M | 90.17 | |
SBA Communications Corporation | 2.6 | $370M | 7.3M | 50.81 | |
Alliance Data Systems Corporation (BFH) | 1.9 | $266M | 2.1M | 125.96 | |
Renaissance Re Holdings Ltd Cmn (RNR) | 1.7 | $248M | 3.3M | 75.73 | |
Virgin Media | 1.6 | $231M | 9.2M | 24.98 | |
Global Payments (GPN) | 1.6 | $226M | 4.8M | 47.50 | |
Solera Holdings | 1.4 | $205M | 4.5M | 45.89 | |
WABCO Holdings | 1.4 | $199M | 3.3M | 60.48 | |
Amdocs Ltd ord (DOX) | 1.4 | $195M | 6.2M | 31.58 | |
Kansas City Southern | 1.2 | $175M | 2.4M | 71.69 | |
Discovery Communications | 1.2 | $174M | 3.7M | 46.88 | |
Neustar | 1.2 | $171M | 4.6M | 37.25 | |
Informatica Corporation | 1.2 | $168M | 3.2M | 52.90 | |
Oil States International (OIS) | 1.1 | $161M | 2.1M | 78.06 | |
Wright Express Corporation | 1.1 | $157M | 2.4M | 64.73 | |
CoStar (CSGP) | 1.0 | $147M | 2.1M | 69.05 | |
Nasdaq Omx (NDAQ) | 1.0 | $144M | 5.6M | 25.90 | |
Cooper Industries | 1.0 | $144M | 2.2M | 63.95 | |
Ihs | 1.0 | $141M | 1.5M | 93.65 | |
Whiting Petroleum Corporation | 1.0 | $139M | 2.6M | 54.30 | |
Herbalife Ltd Com Stk (HLF) | 0.9 | $133M | 1.9M | 68.82 | |
Tempur-Pedic International (TPX) | 0.9 | $132M | 1.6M | 84.43 | |
Trimble Navigation (TRMB) | 0.9 | $128M | 2.3M | 54.42 | |
Coach | 0.9 | $124M | 1.6M | 77.28 | |
Gartner (IT) | 0.8 | $122M | 2.9M | 42.64 | |
United Natural Foods (UNFI) | 0.8 | $120M | 2.6M | 46.66 | |
Catalyst Health Solutions | 0.8 | $116M | 1.8M | 63.73 | |
Clean Harbors (CLH) | 0.8 | $113M | 1.7M | 67.33 | |
Ultimate Software | 0.8 | $114M | 1.6M | 73.28 | |
Hanesbrands (HBI) | 0.8 | $111M | 3.7M | 29.54 | |
Corporate Executive Board Company | 0.8 | $111M | 2.6M | 43.01 | |
Gardner Denver | 0.8 | $111M | 1.8M | 63.02 | |
Nielsen Holdings Nv | 0.8 | $111M | 3.7M | 30.14 | |
Jack Henry & Associates (JKHY) | 0.8 | $109M | 3.2M | 34.12 | |
TransDigm Group Incorporated (TDG) | 0.8 | $109M | 938k | 115.76 | |
Ecolab (ECL) | 0.7 | $107M | 1.7M | 61.72 | |
Hologic (HOLX) | 0.7 | $107M | 5.0M | 21.55 | |
MICROS Systems | 0.7 | $106M | 1.9M | 55.29 | |
SPX Corporation | 0.7 | $106M | 1.4M | 77.53 | |
Advisory Board Company | 0.7 | $101M | 1.1M | 88.62 | |
Airgas | 0.7 | $99M | 1.1M | 88.97 | |
Jones Lang LaSalle Incorporated (JLL) | 0.7 | $98M | 1.2M | 83.31 | |
Axis Capital Holdings (AXS) | 0.7 | $96M | 2.9M | 33.17 | |
Sirona Dental Systems | 0.7 | $95M | 1.8M | 51.54 | |
Concho Resources | 0.7 | $95M | 930k | 102.08 | |
Red Hat | 0.7 | $93M | 1.6M | 59.89 | |
Ametek (AME) | 0.7 | $94M | 1.9M | 48.51 | |
Denbury Resources | 0.6 | $93M | 5.1M | 18.23 | |
WESCO International (WCC) | 0.6 | $90M | 1.4M | 65.31 | |
Cameron International Corporation | 0.6 | $86M | 1.6M | 52.83 | |
Core Laboratories | 0.6 | $84M | 635k | 131.57 | |
Pool Corporation (POOL) | 0.6 | $84M | 2.2M | 37.42 | |
Hershey Company (HSY) | 0.6 | $83M | 1.4M | 61.33 | |
Uti Worldwide | 0.6 | $82M | 4.7M | 17.23 | |
Haemonetics Corporation (HAE) | 0.6 | $83M | 1.2M | 69.68 | |
URS Corporation | 0.6 | $80M | 1.9M | 42.52 | |
O'reilly Automotive (ORLY) | 0.6 | $79M | 868k | 91.35 | |
American Tower Reit (AMT) | 0.6 | $80M | 1.3M | 63.02 | |
Shire | 0.5 | $76M | 805k | 94.75 | |
Verisign (VRSN) | 0.5 | $74M | 1.9M | 38.35 | |
Sally Beauty Holdings (SBH) | 0.5 | $75M | 3.0M | 24.80 | |
Broadcom Corporation | 0.5 | $72M | 1.8M | 39.30 | |
Allegiant Travel Company (ALGT) | 0.5 | $72M | 1.3M | 54.50 | |
Analog Devices (ADI) | 0.5 | $71M | 1.7M | 40.40 | |
Dril-Quip (DRQ) | 0.5 | $71M | 1.1M | 65.02 | |
Asml Holding Nv Adr depository receipts | 0.5 | $71M | 1.4M | 50.14 | |
Montpelier Re Holdings/mrh | 0.5 | $69M | 3.5M | 19.32 | |
Bottomline Technologies | 0.5 | $69M | 2.5M | 27.94 | |
Teradata Corporation (TDC) | 0.5 | $68M | 994k | 68.15 | |
Altera Corporation | 0.5 | $67M | 1.7M | 39.82 | |
Genesee & Wyoming | 0.5 | $68M | 1.2M | 54.58 | |
RPM International (RPM) | 0.5 | $66M | 2.5M | 26.19 | |
Lazard Ltd-cl A shs a | 0.5 | $67M | 2.3M | 28.56 | |
Brookdale Senior Living (BKD) | 0.5 | $66M | 3.5M | 18.72 | |
Mettler-Toledo International (MTD) | 0.5 | $65M | 353k | 184.75 | |
AFLAC Incorporated (AFL) | 0.4 | $63M | 1.4M | 45.99 | |
Pall Corporation | 0.4 | $64M | 1.1M | 59.63 | |
Magellan Health Services | 0.4 | $63M | 1.3M | 48.81 | |
Jos. A. Bank Clothiers | 0.4 | $62M | 1.2M | 50.41 | |
VeriFone Systems | 0.4 | $60M | 1.2M | 51.87 | |
Jarden Corporation | 0.4 | $60M | 1.5M | 40.23 | |
DealerTrack Holdings | 0.4 | $58M | 1.9M | 30.26 | |
Tractor Supply Company (TSCO) | 0.4 | $58M | 635k | 90.56 | |
Volcano Corporation | 0.4 | $58M | 2.0M | 28.38 | |
Sxc Health Solutions Corp | 0.4 | $58M | 768k | 74.96 | |
NetApp (NTAP) | 0.4 | $57M | 1.3M | 44.77 | |
Nice Systems (NICE) | 0.4 | $56M | 1.4M | 39.30 | |
Albany International (AIN) | 0.4 | $53M | 2.3M | 22.95 | |
Southwestern Energy Company | 0.4 | $53M | 1.7M | 30.60 | |
Resources Connection (RGP) | 0.4 | $54M | 3.8M | 14.05 | |
Orbital Sciences | 0.4 | $52M | 4.0M | 13.15 | |
On Assignment | 0.4 | $53M | 3.0M | 17.47 | |
Church & Dwight (CHD) | 0.4 | $52M | 1.0M | 49.19 | |
Cardtronics | 0.4 | $53M | 2.0M | 26.25 | |
Ansys (ANSS) | 0.3 | $50M | 765k | 65.02 | |
Arbitron | 0.3 | $50M | 1.3M | 36.98 | |
Health Management Associates | 0.3 | $50M | 7.4M | 6.72 | |
Ss&c Technologies Holding (SSNC) | 0.3 | $50M | 2.1M | 23.33 | |
Key Energy Services | 0.3 | $49M | 3.2M | 15.45 | |
ExlService Holdings (EXLS) | 0.3 | $49M | 1.8M | 27.44 | |
Vitamin Shoppe | 0.3 | $49M | 1.1M | 44.21 | |
Regal-beloit Corporation (RRX) | 0.3 | $47M | 718k | 65.55 | |
Swift Energy Company | 0.3 | $48M | 1.6M | 29.03 | |
FleetCor Technologies | 0.3 | $48M | 1.2M | 38.77 | |
Tiffany & Co. | 0.3 | $46M | 662k | 69.13 | |
Manpower (MAN) | 0.3 | $46M | 976k | 47.37 | |
C.H. Robinson Worldwide (CHRW) | 0.3 | $46M | 697k | 65.49 | |
Assured Guaranty (AGO) | 0.3 | $46M | 2.8M | 16.52 | |
Bio-Rad Laboratories (BIO) | 0.3 | $47M | 450k | 103.69 | |
Boston Scientific Corporation (BSX) | 0.3 | $45M | 7.5M | 5.98 | |
Monro Muffler Brake (MNRO) | 0.3 | $45M | 1.1M | 41.49 | |
Mednax (MD) | 0.3 | $45M | 598k | 74.37 | |
National CineMedia | 0.3 | $45M | 3.0M | 15.30 | |
Rockwell Collins | 0.3 | $43M | 740k | 57.56 | |
John Wiley & Sons (WLY) | 0.3 | $43M | 904k | 47.59 | |
Whole Foods Market | 0.3 | $44M | 528k | 83.20 | |
Cymer | 0.3 | $43M | 866k | 50.00 | |
Vantiv Inc Cl A | 0.3 | $43M | 2.2M | 19.63 | |
FLIR Systems | 0.3 | $42M | 1.7M | 25.31 | |
IPC The Hospitalist Company | 0.3 | $42M | 1.1M | 36.91 | |
SolarWinds | 0.3 | $43M | 1.1M | 38.65 | |
Onyx Pharmaceuticals | 0.3 | $40M | 1.1M | 37.68 | |
Healthcare Services (HCSG) | 0.3 | $41M | 1.9M | 21.27 | |
Portfolio Recovery Associates | 0.3 | $40M | 556k | 71.72 | |
J Global (ZD) | 0.3 | $39M | 1.4M | 28.68 | |
ProAssurance Corporation (PRA) | 0.3 | $37M | 419k | 88.11 | |
Watts Water Technologies (WTS) | 0.3 | $37M | 911k | 40.75 | |
Ebix (EBIXQ) | 0.3 | $38M | 1.6M | 23.16 | |
Manitowoc Company | 0.2 | $36M | 2.6M | 13.86 | |
Adtran | 0.2 | $36M | 1.2M | 31.19 | |
Maximus (MMS) | 0.2 | $36M | 872k | 40.67 | |
American Equity Investment Life Holding | 0.2 | $36M | 2.9M | 12.77 | |
Nordson Corporation (NDSN) | 0.2 | $36M | 658k | 54.51 | |
Old Dominion Freight Line (ODFL) | 0.2 | $36M | 749k | 47.67 | |
Volterra Semiconductor Corporation | 0.2 | $36M | 1.1M | 34.42 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.2 | $35M | 3.2M | 11.11 | |
W.R. Berkley Corporation (WRB) | 0.2 | $34M | 951k | 36.12 | |
Grand Canyon Education (LOPE) | 0.2 | $34M | 1.9M | 17.76 | |
McGrath Rent (MGRC) | 0.2 | $34M | 1.1M | 32.11 | |
Oasis Petroleum | 0.2 | $34M | 1.1M | 30.83 | |
Vera Bradley (VRA) | 0.2 | $35M | 1.2M | 30.19 | |
Michael Kors Holdings | 0.2 | $35M | 751k | 46.59 | |
Emcor (EME) | 0.2 | $33M | 1.2M | 27.72 | |
PAREXEL International Corporation | 0.2 | $33M | 1.2M | 26.97 | |
Bally Technologies | 0.2 | $33M | 703k | 46.75 | |
BorgWarner (BWA) | 0.2 | $33M | 388k | 84.34 | |
United Therapeutics Corporation (UTHR) | 0.2 | $33M | 702k | 47.13 | |
Higher One Holdings | 0.2 | $33M | 2.2M | 14.95 | |
Dunkin' Brands Group | 0.2 | $34M | 1.1M | 30.08 | |
Gen-Probe Incorporated | 0.2 | $31M | 471k | 66.41 | |
Power Integrations (POWI) | 0.2 | $32M | 852k | 37.12 | |
Gra (GGG) | 0.2 | $31M | 584k | 53.06 | |
Zions Bancorporation (ZION) | 0.2 | $32M | 1.5M | 21.46 | |
Align Technology (ALGN) | 0.2 | $31M | 1.1M | 27.55 | |
Hittite Microwave Corporation | 0.2 | $32M | 589k | 54.31 | |
CommVault Systems (CVLT) | 0.2 | $32M | 637k | 49.64 | |
GeoResources | 0.2 | $31M | 952k | 32.74 | |
Robert Half International (RHI) | 0.2 | $30M | 1000k | 30.30 | |
Kennametal (KMT) | 0.2 | $31M | 685k | 44.53 | |
Microsemi Corporation | 0.2 | $31M | 1.4M | 21.44 | |
Air Methods Corporation | 0.2 | $31M | 351k | 87.25 | |
Bruker Corporation (BRKR) | 0.2 | $31M | 2.0M | 15.31 | |
Oceaneering International (OII) | 0.2 | $30M | 552k | 53.89 | |
Rowan Companies | 0.2 | $31M | 934k | 32.93 | |
American Public Education (APEI) | 0.2 | $30M | 786k | 38.00 | |
Green Dot Corporation (GDOT) | 0.2 | $30M | 1.1M | 26.52 | |
Duff & Phelps Corporation | 0.2 | $28M | 1.8M | 15.54 | |
Nic | 0.2 | $29M | 2.4M | 12.15 | |
StanCorp Financial | 0.2 | $29M | 710k | 40.94 | |
Teradyne (TER) | 0.2 | $28M | 1.7M | 16.89 | |
Safety Insurance (SAFT) | 0.2 | $28M | 673k | 41.64 | |
Tibco Software | 0.2 | $27M | 889k | 30.50 | |
World Fuel Services Corporation (WKC) | 0.2 | $28M | 676k | 41.00 | |
Standard Parking Corporation | 0.2 | $27M | 1.3M | 20.50 | |
BroadSoft | 0.2 | $27M | 714k | 38.25 | |
Carlisle Companies (CSL) | 0.2 | $25M | 506k | 49.92 | |
Gulfport Energy Corporation | 0.2 | $26M | 896k | 29.12 | |
Laredo Petroleum Holdings | 0.2 | $26M | 1.1M | 23.44 | |
BioMarin Pharmaceutical (BMRN) | 0.2 | $25M | 714k | 34.25 | |
Incyte Corporation (INCY) | 0.2 | $25M | 1.3M | 19.30 | |
Alere | 0.2 | $25M | 944k | 26.01 | |
Evercore Partners (EVR) | 0.2 | $24M | 837k | 29.07 | |
Monotype Imaging Holdings | 0.2 | $25M | 1.7M | 14.90 | |
Lamar Advertising Company | 0.2 | $23M | 699k | 32.41 | |
TCF Financial Corporation | 0.2 | $24M | 2.0M | 11.89 | |
WNS | 0.2 | $23M | 1.9M | 12.05 | |
RealPage | 0.2 | $23M | 1.2M | 19.17 | |
Homeaway | 0.2 | $23M | 900k | 25.33 | |
Newpark Resources (NR) | 0.1 | $22M | 2.7M | 8.19 | |
Columbus McKinnon (CMCO) | 0.1 | $21M | 1.3M | 16.29 | |
Hornbeck Offshore Services | 0.1 | $22M | 527k | 42.03 | |
Clarcor | 0.1 | $22M | 441k | 49.09 | |
Gentex Corporation (GNTX) | 0.1 | $22M | 903k | 24.50 | |
Inter Parfums (IPAR) | 0.1 | $21M | 1.3M | 15.69 | |
Generac Holdings (GNRC) | 0.1 | $22M | 882k | 24.55 | |
Chefs Whse (CHEF) | 0.1 | $21M | 913k | 23.14 | |
Mohawk Industries (MHK) | 0.1 | $20M | 299k | 66.51 | |
Sotheby's | 0.1 | $21M | 530k | 39.34 | |
Thor Industries (THO) | 0.1 | $20M | 645k | 31.56 | |
MarketAxess Holdings (MKTX) | 0.1 | $20M | 528k | 37.29 | |
Acme Packet | 0.1 | $20M | 727k | 27.52 | |
Euronet Worldwide (EEFT) | 0.1 | $19M | 889k | 20.89 | |
Wabtec Corporation (WAB) | 0.1 | $19M | 255k | 75.37 | |
RBC Bearings Incorporated (RBC) | 0.1 | $18M | 398k | 46.13 | |
DigitalGlobe | 0.1 | $19M | 1.4M | 13.34 | |
Ntelos Holdings | 0.1 | $19M | 918k | 20.70 | |
Salix Pharmaceuticals | 0.1 | $17M | 324k | 52.50 | |
Saba Software | 0.1 | $17M | 1.8M | 9.81 | |
Sodastream International | 0.1 | $17M | 503k | 33.68 | |
Sanchez Energy Corp C ommon stocks | 0.1 | $18M | 800k | 22.45 | |
Beacon Roofing Supply (BECN) | 0.1 | $16M | 621k | 25.76 | |
ViaSat (VSAT) | 0.1 | $16M | 329k | 48.21 | |
Polypore International | 0.1 | $17M | 469k | 35.16 | |
Heartland Payment Systems | 0.1 | $16M | 542k | 28.84 | |
Moneygram International | 0.1 | $16M | 899k | 18.00 | |
General Communication | 0.1 | $14M | 1.6M | 8.72 | |
Vanguard Health Systems | 0.1 | $14M | 1.4M | 9.86 | |
Matador Resources (MTDR) | 0.1 | $14M | 1.3M | 10.95 | |
Inphi Corporation | 0.1 | $12M | 866k | 14.18 | |
NetSpend Holdings | 0.1 | $13M | 1.7M | 7.76 | |
Lumos Networks | 0.1 | $13M | 1.2M | 10.76 | |
Allot Communications (ALLT) | 0.1 | $12M | 499k | 23.25 | |
AVANIR Pharmaceuticals | 0.1 | $12M | 3.5M | 3.42 | |
Angie's List | 0.1 | $12M | 639k | 18.89 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $9.5M | 100k | 95.38 | |
National American Univ. Holdings (NAUH) | 0.1 | $11M | 1.7M | 6.30 | |
Vocera Communications | 0.1 | $11M | 460k | 23.40 | |
Corcept Therapeutics Incorporated (CORT) | 0.1 | $8.2M | 2.1M | 3.93 | |
Active Network | 0.1 | $8.5M | 506k | 16.83 | |
Apple (AAPL) | 0.0 | $5.7M | 9.5k | 599.58 | |
Quality Distribution | 0.0 | $5.5M | 400k | 13.78 | |
Annie's | 0.0 | $6.1M | 175k | 34.84 | |
Matador Resources (MTDR) | 0.0 | $4.5M | 431k | 10.47 | |
Walt Disney Company (DIS) | 0.0 | $2.2M | 51k | 43.78 | |
United Parcel Service (UPS) | 0.0 | $2.8M | 35k | 80.73 | |
Johnson Controls | 0.0 | $2.5M | 76k | 32.48 | |
eBay (EBAY) | 0.0 | $2.5M | 67k | 36.89 | |
Nike (NKE) | 0.0 | $2.2M | 20k | 108.43 | |
Qualcomm (QCOM) | 0.0 | $3.2M | 47k | 68.05 | |
American Stad Energy | 0.0 | $2.6M | 1.1M | 2.35 | |
MasterCard Incorporated (MA) | 0.0 | $1.5M | 3.7k | 420.49 | |
American Express Company (AXP) | 0.0 | $1.5M | 26k | 57.86 | |
National-Oilwell Var | 0.0 | $1.6M | 21k | 79.45 | |
Anadarko Petroleum Corporation | 0.0 | $1.7M | 21k | 78.32 | |
Colgate-Palmolive Company (CL) | 0.0 | $1.2M | 13k | 97.80 | |
Halliburton Company (HAL) | 0.0 | $1.1M | 32k | 33.20 | |
Danaher Corporation (DHR) | 0.0 | $1.3M | 24k | 55.98 | |
Luxottica Group S.p.A. | 0.0 | $1.7M | 48k | 36.07 | |
0.0 | $1.2M | 1.8k | 641.33 | ||
Intuit (INTU) | 0.0 | $928k | 15k | 60.14 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $1.5M | 24k | 62.87 | |
Grifols S A | 0.0 | $2.0M | 260k | 7.71 | |
Demandware | 0.0 | $1.8M | 60k | 29.80 | |
Pfizer (PFE) | 0.0 | $34k | 1.5k | 22.67 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $40k | 900.00 | 44.44 | |
Dendreon Corporation | 0.0 | $37k | 3.5k | 10.57 |