TimesSquare Capital Management as of Dec. 31, 2012
Portfolio Holdings for TimesSquare Capital Management
TimesSquare Capital Management holds 243 positions in its portfolio as reported in the December 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SBA Communications Corporation | 2.9 | $403M | 5.7M | 70.98 | |
DaVita (DVA) | 2.7 | $377M | 3.4M | 110.53 | |
Renaissance Re Holdings Ltd Cmn (RNR) | 2.2 | $312M | 3.8M | 81.26 | |
Clean Harbors (CLH) | 1.9 | $274M | 5.0M | 55.01 | |
Virgin Media | 1.8 | $256M | 7.0M | 36.75 | |
Alliance Data Systems Corporation (BFH) | 1.7 | $238M | 1.6M | 144.76 | |
Solera Holdings | 1.7 | $236M | 4.4M | 53.47 | |
Neustar | 1.5 | $212M | 5.1M | 41.93 | |
Nasdaq Omx (NDAQ) | 1.4 | $201M | 8.0M | 24.99 | |
WABCO Holdings | 1.3 | $189M | 2.9M | 65.19 | |
Amdocs Ltd ord (DOX) | 1.3 | $187M | 5.5M | 33.99 | |
Nielsen Holdings Nv | 1.3 | $182M | 5.9M | 30.59 | |
Discovery Communications | 1.3 | $180M | 3.1M | 58.50 | |
Genesee & Wyoming | 1.2 | $165M | 2.2M | 76.08 | |
Wright Express (WEX) | 1.1 | $162M | 2.2M | 75.37 | |
Jack Henry & Associates (JKHY) | 1.0 | $144M | 3.7M | 39.26 | |
Global Payments (GPN) | 1.0 | $139M | 3.1M | 45.30 | |
Ultimate Software | 1.0 | $137M | 1.5M | 94.41 | |
Gartner (IT) | 0.9 | $134M | 2.9M | 46.02 | |
Corporate Executive Board Company | 0.9 | $131M | 2.8M | 47.46 | |
CoStar (CSGP) | 0.9 | $129M | 1.4M | 89.37 | |
Informatica Corporation | 0.9 | $125M | 4.1M | 30.32 | |
TransDigm Group Incorporated (TDG) | 0.9 | $125M | 914k | 136.36 | |
Hanesbrands (HBI) | 0.9 | $122M | 3.4M | 35.82 | |
Gnc Holdings Inc Cl A | 0.9 | $122M | 3.7M | 33.28 | |
Sally Beauty Holdings (SBH) | 0.8 | $119M | 5.1M | 23.57 | |
BorgWarner (BWA) | 0.8 | $117M | 1.6M | 71.62 | |
Ihs | 0.8 | $113M | 1.2M | 96.00 | |
Whiting Petroleum Corporation | 0.8 | $112M | 2.6M | 43.37 | |
Denbury Resources | 0.8 | $110M | 6.8M | 16.20 | |
MICROS Systems | 0.8 | $108M | 2.5M | 42.44 | |
WESCO International (WCC) | 0.7 | $104M | 1.5M | 67.43 | |
Kansas City Southern | 0.7 | $100M | 1.2M | 83.48 | |
Axis Capital Holdings (AXS) | 0.7 | $97M | 2.8M | 34.64 | |
Vantiv Inc Cl A | 0.7 | $98M | 4.8M | 20.42 | |
Coach | 0.7 | $95M | 1.7M | 55.51 | |
Jones Lang LaSalle Incorporated (JLL) | 0.7 | $95M | 1.1M | 83.94 | |
Qlik Technologies | 0.7 | $95M | 4.4M | 21.72 | |
FleetCor Technologies | 0.7 | $95M | 1.8M | 53.65 | |
Salix Pharmaceuticals | 0.7 | $94M | 2.3M | 40.47 | |
Team Health Holdings | 0.7 | $93M | 3.2M | 28.77 | |
United Natural Foods (UNFI) | 0.6 | $91M | 1.7M | 53.59 | |
Ecolab (ECL) | 0.6 | $89M | 1.2M | 71.90 | |
URS Corporation | 0.6 | $88M | 2.2M | 39.26 | |
Cameron International Corporation | 0.6 | $88M | 1.6M | 56.46 | |
Trimble Navigation (TRMB) | 0.6 | $86M | 1.4M | 59.78 | |
Allegiant Travel Company (ALGT) | 0.6 | $86M | 1.2M | 73.41 | |
Airgas | 0.6 | $83M | 904k | 91.29 | |
Montpelier Re Holdings/mrh | 0.6 | $79M | 3.5M | 22.86 | |
RPM International (RPM) | 0.6 | $79M | 2.7M | 29.36 | |
Dakota Manufacturing | 0.6 | $78M | 1.9M | 40.84 | |
Sirona Dental Systems | 0.5 | $77M | 1.2M | 64.46 | |
Advisory Board Company | 0.5 | $76M | 1.6M | 46.79 | |
O'reilly Automotive (ORLY) | 0.5 | $76M | 850k | 89.42 | |
Asml Holding (ASML) | 0.5 | $76M | 1.2M | 64.39 | |
Pool Corporation (POOL) | 0.5 | $76M | 1.8M | 42.32 | |
Gardner Denver | 0.5 | $75M | 1.1M | 68.50 | |
Altera Corporation | 0.5 | $74M | 2.1M | 34.39 | |
Wyndham Worldwide Corporation | 0.5 | $71M | 1.3M | 53.21 | |
Ametek (AME) | 0.5 | $70M | 1.9M | 37.57 | |
CommVault Systems (CVLT) | 0.5 | $71M | 1.0M | 69.66 | |
Health Management Associates | 0.5 | $70M | 7.5M | 9.32 | |
Uti Worldwide | 0.5 | $68M | 5.0M | 13.40 | |
Hershey Company (HSY) | 0.5 | $69M | 949k | 72.22 | |
Concho Resources | 0.5 | $68M | 849k | 80.56 | |
Citrix Systems | 0.5 | $66M | 1.0M | 65.62 | |
On Assignment | 0.5 | $65M | 3.2M | 20.28 | |
Jos. A. Bank Clothiers | 0.5 | $66M | 1.5M | 42.58 | |
Brookdale Senior Living (BKD) | 0.5 | $65M | 2.6M | 25.32 | |
McGraw-Hill Companies | 0.5 | $64M | 1.2M | 54.67 | |
AFLAC Incorporated (AFL) | 0.5 | $63M | 1.2M | 53.12 | |
Church & Dwight (CHD) | 0.5 | $64M | 1.2M | 53.57 | |
Catamaran | 0.5 | $64M | 1.4M | 47.10 | |
Tractor Supply Company (TSCO) | 0.4 | $62M | 704k | 88.36 | |
Bottomline Technologies | 0.4 | $62M | 2.3M | 26.39 | |
Carlyle Group | 0.4 | $62M | 2.4M | 26.03 | |
Rockwell Collins | 0.4 | $60M | 1.0M | 58.17 | |
Robert Half International (RHI) | 0.4 | $56M | 1.8M | 31.82 | |
Magellan Health Services | 0.4 | $57M | 1.2M | 49.00 | |
Dril-Quip (DRQ) | 0.4 | $57M | 785k | 73.05 | |
Nordson Corporation (NDSN) | 0.4 | $57M | 898k | 63.12 | |
Herbalife Ltd Com Stk (HLF) | 0.4 | $55M | 1.7M | 32.94 | |
Assured Guaranty (AGO) | 0.4 | $55M | 3.9M | 14.23 | |
ProAssurance Corporation (PRA) | 0.4 | $54M | 1.3M | 42.19 | |
Orbital Sciences | 0.4 | $54M | 3.9M | 13.77 | |
Southwestern Energy Company | 0.4 | $54M | 1.6M | 33.41 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.4 | $54M | 1.1M | 47.64 | |
Tiffany & Co. | 0.4 | $52M | 906k | 57.34 | |
Pall Corporation | 0.4 | $52M | 864k | 60.26 | |
Monro Muffler Brake (MNRO) | 0.4 | $53M | 1.5M | 34.90 | |
Stericycle (SRCL) | 0.4 | $52M | 552k | 93.28 | |
Jarden Corporation | 0.4 | $51M | 988k | 51.70 | |
Mednax (MD) | 0.4 | $52M | 647k | 79.52 | |
Mrc Global Inc cmn (MRC) | 0.4 | $52M | 1.9M | 27.78 | |
IntercontinentalEx.. | 0.3 | $49M | 396k | 123.81 | |
DealerTrack Holdings | 0.3 | $50M | 1.7M | 28.72 | |
Heartland Payment Systems | 0.3 | $49M | 1.7M | 29.50 | |
Nice Systems (NICE) | 0.3 | $48M | 1.4M | 33.48 | |
Align Technology (ALGN) | 0.3 | $47M | 1.7M | 27.75 | |
Clarcor | 0.3 | $47M | 976k | 47.78 | |
Annie's | 0.3 | $47M | 1.4M | 33.43 | |
Boston Scientific Corporation (BSX) | 0.3 | $46M | 8.0M | 5.73 | |
Maximus (MMS) | 0.3 | $45M | 708k | 63.22 | |
Microsemi Corporation | 0.3 | $46M | 2.2M | 21.04 | |
PolyOne Corporation | 0.3 | $46M | 2.3M | 20.42 | |
Semtech Corporation (SMTC) | 0.3 | $45M | 1.6M | 28.95 | |
Volcano Corporation | 0.3 | $46M | 1.9M | 23.61 | |
Woodward Governor Company (WWD) | 0.3 | $45M | 1.2M | 38.13 | |
Ariad Pharmaceuticals | 0.3 | $46M | 2.4M | 19.18 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.3 | $44M | 3.2M | 13.72 | |
Teradata Corporation (TDC) | 0.3 | $44M | 714k | 61.89 | |
Sotheby's | 0.3 | $44M | 1.3M | 33.62 | |
Regal-beloit Corporation (RRX) | 0.3 | $44M | 626k | 70.47 | |
IPC The Hospitalist Company | 0.3 | $43M | 1.1M | 39.71 | |
SolarWinds | 0.3 | $44M | 830k | 52.45 | |
Ss&c Technologies Holding (SSNC) | 0.3 | $44M | 1.9M | 23.09 | |
Homeaway | 0.3 | $44M | 2.0M | 22.00 | |
Maxim Integrated Products | 0.3 | $42M | 1.4M | 29.40 | |
Reliance Steel & Aluminum (RS) | 0.3 | $43M | 694k | 62.10 | |
HMS Holdings | 0.3 | $43M | 1.7M | 25.92 | |
ExlService Holdings (EXLS) | 0.3 | $43M | 1.6M | 26.50 | |
Ansys (ANSS) | 0.3 | $41M | 611k | 67.34 | |
W.W. Grainger (GWW) | 0.3 | $40M | 200k | 202.37 | |
Albany International (AIN) | 0.3 | $42M | 1.8M | 22.68 | |
Red Hat | 0.3 | $42M | 787k | 52.96 | |
American Equity Investment Life Holding | 0.3 | $42M | 3.4M | 12.21 | |
Bio-Rad Laboratories (BIO) | 0.3 | $41M | 393k | 105.05 | |
DigitalGlobe | 0.3 | $41M | 1.7M | 24.44 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $40M | 946k | 41.90 | |
Bally Technologies | 0.3 | $40M | 884k | 44.71 | |
Gra (GGG) | 0.3 | $39M | 761k | 51.49 | |
McGrath Rent (MGRC) | 0.3 | $40M | 1.4M | 29.10 | |
Zions Bancorporation (ZION) | 0.3 | $39M | 1.8M | 21.40 | |
Nic | 0.3 | $39M | 2.4M | 16.34 | |
National CineMedia | 0.3 | $40M | 2.8M | 14.13 | |
Apollo Global Management 'a' | 0.3 | $39M | 2.3M | 17.36 | |
J Global (ZD) | 0.3 | $40M | 1.3M | 30.60 | |
Canadian Pacific Railway | 0.3 | $38M | 377k | 101.62 | |
Portfolio Recovery Associates | 0.3 | $39M | 363k | 106.86 | |
Rexnord | 0.3 | $38M | 1.8M | 21.30 | |
Och-Ziff Capital Management | 0.3 | $37M | 3.9M | 9.50 | |
Cardtronics | 0.3 | $37M | 1.5M | 23.74 | |
Dunkin' Brands Group | 0.3 | $36M | 1.1M | 33.18 | |
American Tower Reit (AMT) | 0.3 | $37M | 485k | 77.27 | |
Rowan Companies | 0.3 | $36M | 1.2M | 31.27 | |
John Wiley & Sons (WLY) | 0.2 | $35M | 907k | 38.93 | |
Grand Canyon Education (LOPE) | 0.2 | $35M | 1.5M | 23.47 | |
Air Methods Corporation | 0.2 | $35M | 947k | 36.91 | |
Old Dominion Freight Line (ODFL) | 0.2 | $35M | 1.0M | 34.28 | |
Healthcare Services (HCSG) | 0.2 | $36M | 1.5M | 23.23 | |
Emcor (EME) | 0.2 | $33M | 963k | 34.61 | |
Hittite Microwave Corporation | 0.2 | $34M | 553k | 62.06 | |
Boston Beer Company (SAM) | 0.2 | $35M | 257k | 134.45 | |
Vitamin Shoppe | 0.2 | $35M | 603k | 57.36 | |
Vera Bradley (VRA) | 0.2 | $33M | 1.3M | 25.10 | |
Whole Foods Market | 0.2 | $33M | 359k | 91.16 | |
Kennametal (KMT) | 0.2 | $33M | 826k | 40.00 | |
WNS | 0.2 | $33M | 3.1M | 10.43 | |
VeriFone Systems | 0.2 | $32M | 1.1M | 29.68 | |
Huron Consulting (HURN) | 0.2 | $32M | 957k | 33.69 | |
Watsco, Incorporated (WSO) | 0.2 | $32M | 421k | 74.90 | |
Oil States International (OIS) | 0.2 | $32M | 444k | 71.54 | |
American Public Education (APEI) | 0.2 | $31M | 848k | 36.12 | |
United Therapeutics Corporation (UTHR) | 0.2 | $31M | 576k | 53.42 | |
RBC Bearings Incorporated (RBC) | 0.2 | $31M | 609k | 50.07 | |
Watts Water Technologies (WTS) | 0.2 | $31M | 716k | 42.99 | |
Whitewave Foods | 0.2 | $31M | 2.0M | 15.54 | |
Hornbeck Offshore Services | 0.2 | $30M | 886k | 34.34 | |
Volterra Semiconductor Corporation | 0.2 | $30M | 1.8M | 17.17 | |
Vocera Communications | 0.2 | $30M | 1.2M | 25.10 | |
Safety Insurance (SAFT) | 0.2 | $28M | 614k | 46.17 | |
Arbitron | 0.2 | $28M | 597k | 46.68 | |
Manitowoc Company | 0.2 | $29M | 1.8M | 15.68 | |
Gulfport Energy Corporation | 0.2 | $28M | 736k | 38.22 | |
Oceaneering International (OII) | 0.2 | $28M | 523k | 53.79 | |
Oasis Petroleum | 0.2 | $29M | 902k | 31.80 | |
Wageworks | 0.2 | $28M | 1.6M | 17.80 | |
Onyx Pharmaceuticals | 0.2 | $27M | 356k | 75.53 | |
MarketAxess Holdings (MKTX) | 0.2 | $28M | 778k | 35.30 | |
Computer Programs & Systems (TBRG) | 0.2 | $26M | 522k | 50.34 | |
Duff & Phelps Corporation | 0.2 | $27M | 1.8M | 15.62 | |
Swift Energy Company | 0.2 | $25M | 1.6M | 15.39 | |
BroadSoft | 0.2 | $26M | 712k | 36.33 | |
RealPage | 0.2 | $25M | 1.2M | 21.57 | |
Adtran | 0.2 | $24M | 1.2M | 19.54 | |
W.R. Berkley Corporation (WRB) | 0.2 | $24M | 634k | 37.74 | |
Key Energy Services | 0.2 | $24M | 3.5M | 6.95 | |
Monotype Imaging Holdings | 0.2 | $24M | 1.5M | 15.98 | |
Standard Parking Corporation | 0.2 | $24M | 1.1M | 21.99 | |
Teradyne (TER) | 0.2 | $24M | 1.4M | 16.89 | |
WisdomTree Investments (WT) | 0.2 | $24M | 4.0M | 6.12 | |
Mattress Firm Holding | 0.2 | $25M | 1.0M | 24.53 | |
Forum Energy Technolo | 0.2 | $25M | 1000k | 24.75 | |
Columbus McKinnon (CMCO) | 0.2 | $23M | 1.4M | 16.52 | |
Hibbett Sports (HIBB) | 0.2 | $23M | 434k | 52.70 | |
Ebix (EBIXQ) | 0.2 | $23M | 1.4M | 16.12 | |
Angie's List | 0.2 | $23M | 1.9M | 11.99 | |
Laredo Petroleum Holdings | 0.2 | $23M | 1.3M | 18.16 | |
stock | 0.2 | $23M | 797k | 29.02 | |
Acadia Healthcare (ACHC) | 0.1 | $22M | 923k | 23.35 | |
Incyte Corporation (INCY) | 0.1 | $20M | 1.2M | 16.61 | |
Inter Parfums (IPAR) | 0.1 | $21M | 1.1M | 19.46 | |
Generac Holdings (GNRC) | 0.1 | $19M | 559k | 34.31 | |
Sanchez Energy Corp C ommon stocks | 0.1 | $20M | 1.1M | 18.00 | |
Shutterstock (SSTK) | 0.1 | $20M | 775k | 26.00 | |
TCF Financial Corporation | 0.1 | $18M | 1.5M | 12.15 | |
Allot Communications (ALLT) | 0.1 | $18M | 1.0M | 17.82 | |
Vanguard Health Systems | 0.1 | $19M | 1.6M | 12.25 | |
Chefs Whse (CHEF) | 0.1 | $19M | 1.2M | 15.81 | |
Infoblox | 0.1 | $18M | 983k | 17.97 | |
Matador Resources (MTDR) | 0.1 | $15M | 1.8M | 8.20 | |
Brightcove (BCOV) | 0.1 | $15M | 1.7M | 9.04 | |
General Communication | 0.1 | $14M | 1.4M | 9.59 | |
Saba Software | 0.1 | $15M | 1.7M | 8.74 | |
Celldex Therapeutics | 0.1 | $14M | 2.0M | 6.71 | |
Servicenow (NOW) | 0.1 | $15M | 492k | 30.03 | |
Amarin Corporation (AMRN) | 0.1 | $12M | 1.4M | 8.09 | |
BioMarin Pharmaceutical (BMRN) | 0.1 | $9.9M | 201k | 49.20 | |
AVANIR Pharmaceuticals | 0.1 | $9.1M | 3.5M | 2.62 | |
Globus Med Inc cl a (GMED) | 0.1 | $7.9M | 752k | 10.49 | |
National Bank Hldgsk (NBHC) | 0.1 | $6.4M | 350k | 18.42 | |
HeartWare International | 0.0 | $6.3M | 75k | 83.94 | |
National American Univ. Holdings (NAUH) | 0.0 | $6.0M | 1.6M | 3.85 | |
Apple (AAPL) | 0.0 | $4.8M | 9.1k | 532.13 | |
Costco Wholesale Corporation (COST) | 0.0 | $2.2M | 23k | 98.74 | |
United Parcel Service (UPS) | 0.0 | $2.3M | 31k | 73.73 | |
eBay (EBAY) | 0.0 | $2.7M | 52k | 50.99 | |
GlaxoSmithKline | 0.0 | $2.2M | 50k | 43.47 | |
Starbucks Corporation (SBUX) | 0.0 | $2.3M | 44k | 53.64 | |
MasterCard Incorporated (MA) | 0.0 | $1.5M | 3.1k | 491.13 | |
National-Oilwell Var | 0.0 | $1.6M | 24k | 68.37 | |
Allergan | 0.0 | $1.9M | 20k | 91.72 | |
Anadarko Petroleum Corporation | 0.0 | $1.7M | 23k | 74.32 | |
Marsh & McLennan Companies (MMC) | 0.0 | $1.8M | 51k | 34.46 | |
Qualcomm (QCOM) | 0.0 | $1.5M | 25k | 61.85 | |
Danaher Corporation (DHR) | 0.0 | $1.9M | 35k | 55.90 | |
0.0 | $2.1M | 3.0k | 707.28 | ||
Estee Lauder Companies (EL) | 0.0 | $1.7M | 28k | 59.86 | |
Intuit (INTU) | 0.0 | $1.8M | 31k | 59.47 | |
Altra Holdings | 0.0 | $1.1M | 50k | 22.05 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $2.1M | 33k | 62.79 | |
Celgene Corporation | 0.0 | $55k | 700.00 | 78.57 | |
American Stad Energy | 0.0 | $28k | 61k | 0.46 |