TimesSquare Capital Management as of June 30, 2015
Portfolio Holdings for TimesSquare Capital Management
TimesSquare Capital Management holds 249 positions in its portfolio as reported in the June 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SBA Communications Corporation | 2.2 | $405M | 3.5M | 114.97 | |
Alliance Data Systems Corporation (BFH) | 2.2 | $403M | 1.4M | 291.94 | |
DaVita (DVA) | 1.7 | $309M | 3.9M | 79.47 | |
Nielsen Holdings Nv | 1.7 | $305M | 6.8M | 44.77 | |
Envision Healthcare Hlds | 1.5 | $279M | 7.1M | 39.48 | |
Gartner (IT) | 1.3 | $234M | 2.7M | 85.78 | |
WABCO Holdings | 1.2 | $230M | 1.9M | 123.72 | |
CoStar (CSGP) | 1.2 | $221M | 1.1M | 201.26 | |
Solera Holdings | 1.2 | $215M | 4.8M | 44.56 | |
Qlik Technologies | 1.2 | $213M | 6.1M | 34.96 | |
Genesee & Wyoming | 1.1 | $210M | 2.8M | 76.18 | |
Avis Budget (CAR) | 1.1 | $200M | 4.5M | 44.08 | |
Ultimate Software | 1.1 | $196M | 1.2M | 164.34 | |
Global Payments (GPN) | 1.1 | $194M | 1.9M | 103.45 | |
Equifax (EFX) | 1.1 | $192M | 2.0M | 97.09 | |
Jack Henry & Associates (JKHY) | 1.0 | $189M | 2.9M | 64.70 | |
Williams-Sonoma (WSM) | 1.0 | $180M | 2.2M | 82.27 | |
Sally Beauty Holdings (SBH) | 1.0 | $178M | 5.6M | 31.58 | |
Renaissance Re Holdings Ltd Cmn (RNR) | 1.0 | $176M | 1.7M | 101.51 | |
McGraw-Hill Companies | 1.0 | $176M | 1.8M | 100.45 | |
O'reilly Automotive (ORLY) | 0.9 | $172M | 763k | 225.98 | |
Tempur-Pedic International (TPX) | 0.9 | $168M | 2.5M | 65.90 | |
Apollo Global Management 'a' | 0.9 | $167M | 7.5M | 22.15 | |
BorgWarner (BWA) | 0.9 | $166M | 2.9M | 56.84 | |
Ecolab (ECL) | 0.9 | $162M | 1.4M | 113.07 | |
Vantiv Inc Cl A | 0.9 | $162M | 4.2M | 38.19 | |
Whitewave Foods | 0.9 | $161M | 3.3M | 48.88 | |
Allegiant Travel Company (ALGT) | 0.9 | $157M | 883k | 177.88 | |
Charter Communications | 0.9 | $158M | 925k | 171.25 | |
Advisory Board Company | 0.8 | $146M | 2.7M | 54.67 | |
United Natural Foods (UNFI) | 0.8 | $147M | 2.3M | 63.68 | |
Amdocs Ltd ord (DOX) | 0.8 | $146M | 2.7M | 54.59 | |
WisdomTree Investments (WT) | 0.8 | $143M | 6.5M | 21.96 | |
Ceb | 0.8 | $143M | 1.6M | 87.06 | |
Servicemaster Global | 0.8 | $139M | 3.8M | 36.17 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.7 | $137M | 3.0M | 45.79 | |
J Global (ZD) | 0.7 | $134M | 2.0M | 67.94 | |
Wright Express (WEX) | 0.7 | $134M | 1.2M | 113.97 | |
Bright Horizons Fam Sol In D (BFAM) | 0.7 | $132M | 2.3M | 57.80 | |
Huron Consulting (HURN) | 0.7 | $128M | 1.8M | 70.09 | |
Ryanair Holdings | 0.7 | $127M | 1.8M | 71.35 | |
Team Health Holdings | 0.7 | $124M | 1.9M | 65.33 | |
Rexnord | 0.6 | $116M | 4.9M | 23.91 | |
Neustar | 0.6 | $113M | 3.9M | 29.21 | |
SolarWinds | 0.6 | $114M | 2.5M | 46.13 | |
WESCO International (WCC) | 0.6 | $110M | 1.6M | 68.64 | |
Pool Corporation (POOL) | 0.6 | $109M | 1.6M | 70.18 | |
Och-Ziff Capital Management | 0.6 | $107M | 8.8M | 12.22 | |
L-3 Communications Holdings | 0.6 | $105M | 926k | 113.38 | |
DealerTrack Holdings | 0.6 | $105M | 1.7M | 62.79 | |
Markit | 0.6 | $104M | 4.1M | 25.57 | |
Tractor Supply Company (TSCO) | 0.6 | $100M | 1.1M | 89.94 | |
Ross Stores (ROST) | 0.6 | $100M | 2.1M | 48.61 | |
Fastenal Company (FAST) | 0.6 | $100M | 2.4M | 42.18 | |
On Assignment | 0.6 | $101M | 2.6M | 39.28 | |
Hexcel Corporation (HXL) | 0.6 | $101M | 2.0M | 49.74 | |
Rockwell Collins | 0.5 | $100M | 1.1M | 92.35 | |
Ametek (AME) | 0.5 | $98M | 1.8M | 54.78 | |
DigitalGlobe | 0.5 | $99M | 3.6M | 27.79 | |
Premier (PINC) | 0.5 | $98M | 2.6M | 38.46 | |
Endo International | 0.5 | $98M | 1.2M | 79.65 | |
Hanesbrands (HBI) | 0.5 | $98M | 2.9M | 33.32 | |
Horizon Pharma | 0.5 | $97M | 2.8M | 34.74 | |
Brown-Forman Corporation (BF.B) | 0.5 | $95M | 951k | 100.18 | |
Sensata Technologies Hldg Bv | 0.5 | $96M | 1.8M | 52.74 | |
Wageworks | 0.5 | $96M | 2.4M | 40.45 | |
Boston Scientific Corporation (BSX) | 0.5 | $94M | 5.3M | 17.70 | |
Stericycle (SRCL) | 0.5 | $94M | 704k | 133.91 | |
Verisk Analytics (VRSK) | 0.5 | $94M | 1.3M | 72.76 | |
Lam Research Corporation (LRCX) | 0.5 | $94M | 1.2M | 81.35 | |
Orbital Atk | 0.5 | $93M | 1.3M | 73.36 | |
Dollar Tree (DLTR) | 0.5 | $92M | 1.2M | 78.99 | |
PolyOne Corporation | 0.5 | $89M | 2.3M | 39.17 | |
ProAssurance Corporation (PRA) | 0.5 | $87M | 1.9M | 46.21 | |
Albany International (AIN) | 0.5 | $87M | 2.2M | 39.80 | |
Towers Watson & Co | 0.5 | $86M | 681k | 125.80 | |
Wyndham Worldwide Corporation | 0.5 | $84M | 1.0M | 81.91 | |
Church & Dwight (CHD) | 0.5 | $83M | 1.0M | 81.13 | |
Range Resources (RRC) | 0.4 | $81M | 1.6M | 49.38 | |
Hubbell Incorporated | 0.4 | $80M | 742k | 108.28 | |
Sirona Dental Systems | 0.4 | $81M | 806k | 100.42 | |
Assured Guaranty (AGO) | 0.4 | $80M | 3.3M | 23.99 | |
Ihs | 0.4 | $80M | 622k | 128.63 | |
Magellan Health Services | 0.4 | $79M | 1.1M | 70.07 | |
Imax Corp Cad (IMAX) | 0.4 | $79M | 2.0M | 40.27 | |
Nxp Semiconductors N V (NXPI) | 0.4 | $79M | 807k | 98.20 | |
RPM International (RPM) | 0.4 | $77M | 1.6M | 48.97 | |
MKS Instruments (MKSI) | 0.4 | $77M | 2.0M | 37.94 | |
G-III Apparel (GIII) | 0.4 | $77M | 1.1M | 70.35 | |
Booz Allen Hamilton Holding Corporation (BAH) | 0.4 | $78M | 3.1M | 25.24 | |
Jarden Corporation | 0.4 | $76M | 1.5M | 51.75 | |
Invesco (IVZ) | 0.4 | $73M | 2.0M | 37.49 | |
La Quinta Holdings | 0.4 | $72M | 3.1M | 22.85 | |
Broadridge Financial Solutions (BR) | 0.4 | $69M | 1.4M | 50.01 | |
Tyler Technologies (TYL) | 0.4 | $70M | 543k | 129.38 | |
ExlService Holdings (EXLS) | 0.4 | $70M | 2.0M | 34.58 | |
Polaris Industries (PII) | 0.4 | $69M | 464k | 148.11 | |
Monro Muffler Brake (MNRO) | 0.4 | $67M | 1.1M | 62.16 | |
West | 0.4 | $68M | 2.3M | 30.10 | |
Continental Resources | 0.4 | $66M | 1.6M | 42.39 | |
Robert Half International (RHI) | 0.4 | $66M | 1.2M | 55.50 | |
Brunswick Corporation (BC) | 0.4 | $67M | 1.3M | 50.86 | |
Heartland Payment Systems | 0.4 | $66M | 1.2M | 54.05 | |
Burlington Stores (BURL) | 0.4 | $67M | 1.3M | 51.20 | |
Trinet (TNET) | 0.4 | $67M | 2.6M | 25.35 | |
WNS | 0.3 | $65M | 2.4M | 26.75 | |
Sotheby's | 0.3 | $62M | 1.4M | 45.24 | |
Align Technology (ALGN) | 0.3 | $62M | 983k | 62.71 | |
IPG Photonics Corporation (IPGP) | 0.3 | $62M | 728k | 85.17 | |
Medivation | 0.3 | $62M | 541k | 114.20 | |
TransDigm Group Incorporated (TDG) | 0.3 | $63M | 280k | 224.67 | |
Aspen Technology | 0.3 | $62M | 1.4M | 45.55 | |
Generac Holdings (GNRC) | 0.3 | $62M | 1.6M | 39.75 | |
Cornerstone Ondemand | 0.3 | $63M | 1.8M | 34.80 | |
Catalent (CTLT) | 0.3 | $62M | 2.1M | 29.33 | |
ACI Worldwide (ACIW) | 0.3 | $61M | 2.5M | 24.57 | |
Cameron International Corporation | 0.3 | $60M | 1.1M | 52.37 | |
Dorman Products (DORM) | 0.3 | $58M | 1.2M | 47.66 | |
Belden (BDC) | 0.3 | $60M | 735k | 81.23 | |
Cepheid | 0.3 | $59M | 964k | 61.15 | |
Kennedy-Wilson Holdings (KW) | 0.3 | $58M | 2.4M | 24.59 | |
Grand Canyon Education (LOPE) | 0.3 | $58M | 1.4M | 42.40 | |
Artisan Partners (APAM) | 0.3 | $57M | 1.2M | 46.46 | |
Copart (CPRT) | 0.3 | $56M | 1.6M | 35.48 | |
Old Dominion Freight Line (ODFL) | 0.3 | $55M | 796k | 68.61 | |
Dunkin' Brands Group | 0.3 | $55M | 994k | 55.00 | |
Gra (GGG) | 0.3 | $53M | 747k | 71.03 | |
Flowserve Corporation (FLS) | 0.3 | $53M | 1.0M | 52.66 | |
RBC Bearings Incorporated (RBC) | 0.3 | $53M | 741k | 71.76 | |
Transunion (TRU) | 0.3 | $54M | 2.1M | 25.10 | |
HSN | 0.3 | $52M | 740k | 70.19 | |
Oceaneering International (OII) | 0.3 | $52M | 1.1M | 46.59 | |
Boston Beer Company (SAM) | 0.3 | $51M | 220k | 231.99 | |
Clarcor | 0.3 | $51M | 822k | 62.24 | |
Nic | 0.3 | $51M | 2.8M | 18.28 | |
Cardtronics | 0.3 | $51M | 1.4M | 37.05 | |
Shutterstock (SSTK) | 0.3 | $51M | 873k | 58.64 | |
Inogen (INGN) | 0.3 | $52M | 1.2M | 44.60 | |
Littelfuse (LFUS) | 0.3 | $50M | 530k | 94.89 | |
Asbury Automotive (ABG) | 0.3 | $50M | 549k | 90.62 | |
Lithia Motors (LAD) | 0.3 | $50M | 438k | 113.16 | |
Comscore | 0.3 | $50M | 944k | 53.26 | |
Proto Labs (PRLB) | 0.3 | $50M | 744k | 67.48 | |
Emcor (EME) | 0.3 | $49M | 1.0M | 47.77 | |
Watsco, Incorporated (WSO) | 0.3 | $48M | 386k | 123.74 | |
Dun & Bradstreet Corporation | 0.3 | $49M | 397k | 122.00 | |
Brookdale Senior Living (BKD) | 0.3 | $48M | 1.4M | 34.70 | |
Celldex Therapeutics | 0.3 | $47M | 1.9M | 25.22 | |
Spirit Airlines (SAVE) | 0.3 | $47M | 759k | 62.10 | |
Taylor Morrison Hom (TMHC) | 0.3 | $47M | 2.3M | 20.36 | |
Maximus (MMS) | 0.2 | $46M | 697k | 65.73 | |
CoreLogic | 0.2 | $47M | 1.2M | 39.69 | |
Mednax (MD) | 0.2 | $46M | 622k | 74.11 | |
Five Below (FIVE) | 0.2 | $45M | 1.1M | 39.53 | |
Nord Anglia Education | 0.2 | $45M | 1.9M | 24.52 | |
Libbey | 0.2 | $44M | 1.1M | 41.33 | |
Q2 Holdings (QTWO) | 0.2 | $44M | 1.6M | 28.25 | |
Clovis Oncology | 0.2 | $43M | 491k | 87.88 | |
Mattress Firm Holding | 0.2 | $42M | 690k | 60.95 | |
Paycom Software (PAYC) | 0.2 | $43M | 1.3M | 34.15 | |
Cogent Communications (CCOI) | 0.2 | $40M | 1.2M | 33.84 | |
Virtusa Corporation | 0.2 | $40M | 779k | 51.40 | |
FARO Technologies (FARO) | 0.2 | $40M | 857k | 46.70 | |
Amerisafe (AMSF) | 0.2 | $40M | 840k | 47.06 | |
Cempra | 0.2 | $41M | 1.2M | 34.36 | |
Rowan Companies | 0.2 | $40M | 1.9M | 21.11 | |
Lyon William Homes cl a | 0.2 | $41M | 1.6M | 25.67 | |
Cynosure | 0.2 | $38M | 992k | 38.58 | |
Woodward Governor Company (WWD) | 0.2 | $39M | 705k | 54.99 | |
BioMed Realty Trust | 0.2 | $38M | 2.0M | 19.34 | |
M/a (MTSI) | 0.2 | $38M | 993k | 38.25 | |
Forum Energy Technolo | 0.2 | $38M | 1.9M | 20.28 | |
Globus Med Inc cl a (GMED) | 0.2 | $38M | 1.5M | 25.67 | |
Healthcare Services (HCSG) | 0.2 | $36M | 1.1M | 33.05 | |
BroadSoft | 0.2 | $37M | 1.1M | 34.57 | |
Performance Sports | 0.2 | $38M | 2.1M | 18.00 | |
Inovalon Holdings Inc Cl A | 0.2 | $36M | 1.3M | 27.90 | |
Homeaway | 0.2 | $35M | 1.1M | 31.12 | |
Commscope Hldg (COMM) | 0.2 | $35M | 1.2M | 30.51 | |
Inter Parfums (IPAR) | 0.2 | $33M | 986k | 33.93 | |
Synergy Res Corp | 0.2 | $33M | 2.9M | 11.43 | |
Press Ganey Holdings | 0.2 | $33M | 1.1M | 28.67 | |
Park-Ohio Holdings (PKOH) | 0.2 | $31M | 643k | 48.46 | |
Memorial Resource Development | 0.2 | $32M | 1.7M | 18.97 | |
Saia (SAIA) | 0.2 | $30M | 753k | 39.29 | |
Chart Industries (GTLS) | 0.2 | $30M | 843k | 35.75 | |
StanCorp Financial | 0.2 | $29M | 388k | 75.61 | |
PROS Holdings (PRO) | 0.2 | $30M | 1.4M | 21.11 | |
Global Eagle Acquisition Cor | 0.2 | $29M | 2.3M | 13.02 | |
Marriott Vacations Wrldwde Cp (VAC) | 0.2 | $30M | 330k | 91.75 | |
Pdc Energy | 0.2 | $29M | 536k | 53.64 | |
Gentherm (THRM) | 0.2 | $30M | 538k | 54.91 | |
Blackhawk Network Hldgs Inc cl a | 0.2 | $29M | 697k | 41.20 | |
Avolon Hldgs | 0.2 | $30M | 1.3M | 22.96 | |
Array BioPharma | 0.1 | $27M | 3.8M | 7.21 | |
Financial Engines | 0.1 | $27M | 630k | 42.48 | |
Laredo Petroleum Holdings | 0.1 | $28M | 2.2M | 12.58 | |
2u | 0.1 | $27M | 851k | 32.19 | |
Pall Corporation | 0.1 | $25M | 201k | 124.45 | |
Applied Materials (AMAT) | 0.1 | $25M | 1.3M | 19.22 | |
Air Methods Corporation | 0.1 | $27M | 643k | 41.34 | |
Surgical Care Affiliates | 0.1 | $25M | 652k | 38.38 | |
Pra (PRAA) | 0.1 | $25M | 400k | 62.31 | |
Wayfair (W) | 0.1 | $26M | 689k | 37.64 | |
ICF International (ICFI) | 0.1 | $24M | 680k | 34.86 | |
Matador Resources (MTDR) | 0.1 | $23M | 927k | 25.00 | |
Hornbeck Offshore Services | 0.1 | $23M | 1.1M | 20.53 | |
Rovi Corporation | 0.1 | $23M | 1.4M | 15.95 | |
Monotype Imaging Holdings | 0.1 | $21M | 885k | 24.11 | |
Nice Systems (NICE) | 0.1 | $22M | 345k | 63.59 | |
PDF Solutions (PDFS) | 0.1 | $21M | 1.3M | 16.00 | |
HeartWare International | 0.1 | $20M | 277k | 72.69 | |
Bankunited (BKU) | 0.1 | $21M | 586k | 35.93 | |
Alnylam Pharmaceuticals (ALNY) | 0.1 | $18M | 153k | 119.87 | |
Dbv Technologies S A | 0.1 | $18M | 605k | 29.78 | |
McGrath Rent (MGRC) | 0.1 | $17M | 565k | 30.43 | |
United Therapeutics Corporation (UTHR) | 0.1 | $17M | 95k | 173.95 | |
FleetCor Technologies | 0.1 | $16M | 105k | 156.06 | |
Summit Matls Inc cl a (SUM) | 0.1 | $16M | 639k | 25.50 | |
Seres Therapeutics (MCRB) | 0.1 | $17M | 410k | 41.50 | |
Apple (AAPL) | 0.1 | $15M | 119k | 125.42 | |
EnerNOC | 0.1 | $14M | 1.5M | 9.70 | |
D Stemline Therapeutics | 0.1 | $14M | 1.2M | 11.77 | |
NN (NNBR) | 0.1 | $13M | 515k | 25.52 | |
Google Inc Class C | 0.1 | $13M | 26k | 520.51 | |
Walt Disney Company (DIS) | 0.1 | $11M | 95k | 114.14 | |
Allergan | 0.1 | $10M | 34k | 303.47 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $8.5M | 140k | 61.09 | |
MasterCard Incorporated (MA) | 0.1 | $9.3M | 99k | 93.48 | |
Nike (NKE) | 0.1 | $8.6M | 80k | 108.02 | |
Lowe's Companies (LOW) | 0.1 | $8.6M | 129k | 66.97 | |
Prudential Financial (PRU) | 0.1 | $9.0M | 102k | 87.52 | |
Te Connectivity Ltd for (TEL) | 0.1 | $8.8M | 137k | 64.30 | |
American Tower Reit (AMT) | 0.1 | $9.8M | 106k | 93.29 | |
Facebook Inc cl a (META) | 0.1 | $9.9M | 116k | 85.76 | |
Hilton Worlwide Hldgs | 0.1 | $8.8M | 318k | 27.55 | |
Union Pacific Corporation (UNP) | 0.0 | $7.0M | 73k | 95.37 | |
Shire | 0.0 | $7.5M | 31k | 241.50 | |
Appfolio (APPF) | 0.0 | $7.1M | 500k | 14.10 | |
Starbucks Corporation (SBUX) | 0.0 | $5.4M | 100k | 53.61 | |
Illumina (ILMN) | 0.0 | $4.4M | 20k | 218.35 | |
Evolent Health (EVH) | 0.0 | $3.9M | 201k | 19.50 | |
Xactly | 0.0 | $3.0M | 353k | 8.59 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $1.5M | 10k | 154.60 | |
Teladoc (TDOC) | 0.0 | $950k | 50k | 19.00 | |
Airgas | 0.0 | $85k | 800.00 | 106.25 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $872k | 9.0k | 96.89 | |
American Stad Energy | 0.0 | $0 | 8.7k | 0.00 | |
Keysight Technologies (KEYS) | 0.0 | $3.0k | 100.00 | 30.00 |