TimesSquare Capital Management as of Dec. 31, 2015
Portfolio Holdings for TimesSquare Capital Management
TimesSquare Capital Management holds 239 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SBA Communications Corporation | 2.5 | $397M | 3.8M | 105.07 | |
Alliance Data Systems Corporation (BFH) | 2.2 | $347M | 1.3M | 276.57 | |
DaVita (DVA) | 2.0 | $316M | 4.5M | 69.71 | |
Nielsen Hldgs Plc Shs Eur | 1.9 | $305M | 6.6M | 46.60 | |
Equifax (EFX) | 1.4 | $223M | 2.0M | 111.37 | |
CoStar (CSGP) | 1.3 | $210M | 1.0M | 206.69 | |
McGraw-Hill Companies | 1.2 | $197M | 2.0M | 98.58 | |
Envision Healthcare Hlds | 1.2 | $191M | 7.4M | 25.97 | |
Renaissance Re Holdings Ltd Cmn (RNR) | 1.2 | $188M | 1.7M | 113.19 | |
Qlik Technologies | 1.2 | $188M | 6.0M | 31.66 | |
Gartner (IT) | 1.2 | $185M | 2.0M | 90.70 | |
Ultimate Software | 1.1 | $179M | 914k | 195.51 | |
Avis Budget (CAR) | 1.1 | $171M | 4.7M | 36.29 | |
O'reilly Automotive (ORLY) | 1.1 | $169M | 669k | 253.42 | |
Bright Horizons Fam Sol In D (BFAM) | 1.0 | $156M | 2.3M | 66.80 | |
Global Payments (GPN) | 1.0 | $152M | 2.4M | 64.51 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.9 | $149M | 3.5M | 43.16 | |
Booz Allen Hamilton Holding Corporation (BAH) | 0.9 | $148M | 4.8M | 30.85 | |
RPM International (RPM) | 0.9 | $145M | 3.3M | 44.06 | |
Genesee & Wyoming | 0.9 | $142M | 2.6M | 53.69 | |
Whitewave Foods | 0.9 | $141M | 3.6M | 38.91 | |
Servicemaster Global | 0.9 | $140M | 3.6M | 39.24 | |
Medivation | 0.9 | $138M | 2.8M | 48.34 | |
Charter Communications | 0.9 | $139M | 757k | 183.10 | |
Amdocs Ltd ord (DOX) | 0.8 | $133M | 2.4M | 54.57 | |
Vantiv Inc Cl A | 0.8 | $133M | 2.8M | 47.42 | |
Ecolab (ECL) | 0.8 | $131M | 1.1M | 114.38 | |
J Global (ZD) | 0.8 | $128M | 1.5M | 82.32 | |
Advisory Board Company | 0.8 | $122M | 2.5M | 49.61 | |
Dollar Tree (DLTR) | 0.8 | $120M | 1.6M | 77.22 | |
WABCO Holdings | 0.7 | $118M | 1.2M | 102.26 | |
Jack Henry & Associates (JKHY) | 0.7 | $115M | 1.5M | 78.06 | |
Wageworks | 0.7 | $112M | 2.5M | 45.37 | |
Allegiant Travel Company (ALGT) | 0.7 | $110M | 654k | 167.83 | |
Imax Corp Cad (IMAX) | 0.7 | $109M | 3.1M | 35.54 | |
Apollo Global Management 'a' | 0.7 | $108M | 7.1M | 15.18 | |
Wright Express (WEX) | 0.7 | $106M | 1.2M | 88.40 | |
Team Health Holdings | 0.7 | $104M | 2.4M | 43.89 | |
On Assignment | 0.6 | $101M | 2.3M | 44.95 | |
L-3 Communications Holdings | 0.6 | $102M | 850k | 119.51 | |
Williams-Sonoma (WSM) | 0.6 | $100M | 1.7M | 58.41 | |
Tyler Technologies (TYL) | 0.6 | $100M | 576k | 174.32 | |
Boston Scientific Corporation (BSX) | 0.6 | $99M | 5.3M | 18.44 | |
Church & Dwight (CHD) | 0.6 | $97M | 1.1M | 84.88 | |
Tempur-Pedic International (TPX) | 0.6 | $95M | 1.3M | 70.46 | |
Orbital Atk | 0.6 | $95M | 1.1M | 89.34 | |
Hanesbrands (HBI) | 0.6 | $94M | 3.2M | 29.43 | |
Hexcel Corporation (HXL) | 0.6 | $94M | 2.0M | 46.45 | |
Premier (PINC) | 0.6 | $93M | 2.6M | 35.27 | |
Nasdaq Omx (NDAQ) | 0.6 | $93M | 1.6M | 58.17 | |
Ryanair Holdings (RYAAY) | 0.6 | $92M | 1.1M | 86.46 | |
Domino's Pizza (DPZ) | 0.6 | $90M | 811k | 111.25 | |
PolyOne Corporation | 0.6 | $91M | 2.9M | 31.76 | |
Cbre Group Inc Cl A (CBRE) | 0.6 | $90M | 2.6M | 34.58 | |
Rexnord | 0.6 | $90M | 5.0M | 18.12 | |
Endo International | 0.6 | $91M | 1.5M | 61.22 | |
Tractor Supply Company (TSCO) | 0.6 | $90M | 1.0M | 85.50 | |
Xilinx | 0.6 | $89M | 1.9M | 46.97 | |
Rockwell Collins | 0.6 | $89M | 965k | 92.30 | |
United Natural Foods (UNFI) | 0.6 | $88M | 2.2M | 39.36 | |
Catalent (CTLT) | 0.6 | $90M | 3.6M | 25.03 | |
Universal Health Services (UHS) | 0.6 | $87M | 726k | 119.49 | |
Ametek (AME) | 0.6 | $87M | 1.6M | 53.59 | |
Pool Corporation (POOL) | 0.5 | $85M | 1.1M | 80.78 | |
WisdomTree Investments (WT) | 0.5 | $87M | 5.5M | 15.68 | |
Horizon Pharma | 0.5 | $85M | 3.9M | 21.67 | |
Fastenal Company (FAST) | 0.5 | $84M | 2.1M | 40.82 | |
Huron Consulting (HURN) | 0.5 | $85M | 1.4M | 59.40 | |
Broadridge Financial Solutions (BR) | 0.5 | $82M | 1.5M | 53.73 | |
Albany International (AIN) | 0.5 | $82M | 2.2M | 36.55 | |
Invesco (IVZ) | 0.5 | $83M | 2.5M | 33.48 | |
Surgical Care Affiliates | 0.5 | $83M | 2.1M | 39.81 | |
Mead Johnson Nutrition | 0.5 | $81M | 1.0M | 78.95 | |
ExlService Holdings (EXLS) | 0.5 | $82M | 1.8M | 44.93 | |
Assured Guaranty (AGO) | 0.5 | $78M | 2.9M | 26.43 | |
Neustar | 0.5 | $78M | 3.3M | 23.97 | |
Markit | 0.5 | $78M | 2.6M | 30.17 | |
Ross Stores (ROST) | 0.5 | $76M | 1.4M | 53.81 | |
Nxp Semiconductors N V (NXPI) | 0.5 | $76M | 905k | 84.25 | |
Hubbell (HUBB) | 0.5 | $76M | 755k | 101.04 | |
MKS Instruments (MKSI) | 0.5 | $75M | 2.1M | 36.00 | |
Ceb | 0.5 | $75M | 1.2M | 61.39 | |
Brown-Forman Corporation (BF.B) | 0.5 | $73M | 738k | 99.28 | |
Verisk Analytics (VRSK) | 0.5 | $73M | 951k | 76.88 | |
Wyndham Worldwide Corporation | 0.5 | $74M | 1.0M | 72.65 | |
Copart (CPRT) | 0.5 | $71M | 1.9M | 38.01 | |
ProAssurance Corporation (PRA) | 0.5 | $71M | 1.5M | 48.53 | |
Intra Cellular Therapies (ITCI) | 0.5 | $71M | 1.3M | 53.79 | |
BorgWarner (BWA) | 0.4 | $70M | 1.6M | 43.23 | |
Acadia Healthcare (ACHC) | 0.4 | $70M | 1.1M | 62.46 | |
Kennedy-Wilson Holdings (KW) | 0.4 | $68M | 2.8M | 24.08 | |
Monro Muffler Brake (MNRO) | 0.4 | $66M | 1.0M | 66.22 | |
Envestnet (ENV) | 0.4 | $66M | 2.2M | 29.85 | |
TransDigm Group Incorporated (TDG) | 0.4 | $65M | 285k | 228.45 | |
Amphenol Corporation (APH) | 0.4 | $64M | 1.2M | 52.23 | |
Och-Ziff Capital Management | 0.4 | $64M | 10M | 6.23 | |
Littelfuse (LFUS) | 0.4 | $63M | 590k | 107.01 | |
Blackhawk Network Hldgs Inc cl a | 0.4 | $63M | 1.4M | 44.21 | |
WNS | 0.4 | $61M | 2.0M | 31.19 | |
Transunion (TRU) | 0.4 | $61M | 2.2M | 27.57 | |
Health Net | 0.4 | $61M | 888k | 68.46 | |
M/a (MTSI) | 0.4 | $61M | 1.5M | 40.89 | |
Inc Resh Hldgs Inc cl a | 0.4 | $60M | 1.2M | 48.51 | |
Ihs | 0.4 | $60M | 502k | 118.43 | |
Globus Med Inc cl a (GMED) | 0.4 | $59M | 2.1M | 27.82 | |
Burlington Stores (BURL) | 0.4 | $59M | 1.4M | 42.90 | |
Woodward Governor Company (WWD) | 0.4 | $57M | 1.1M | 49.66 | |
Cornerstone Ondemand | 0.4 | $58M | 1.7M | 34.53 | |
Cempra | 0.4 | $57M | 1.8M | 31.13 | |
Q2 Holdings (QTWO) | 0.4 | $58M | 2.2M | 26.37 | |
Flowserve Corporation (FLS) | 0.3 | $56M | 1.3M | 42.08 | |
Aptar (ATR) | 0.3 | $53M | 732k | 72.65 | |
Mednax (MD) | 0.3 | $54M | 752k | 71.66 | |
Artisan Partners (APAM) | 0.3 | $54M | 1.5M | 36.06 | |
Pra Health Sciences | 0.3 | $54M | 1.2M | 45.27 | |
WESCO International (WCC) | 0.3 | $53M | 1.2M | 43.68 | |
Oceaneering International (OII) | 0.3 | $51M | 1.4M | 37.52 | |
RBC Bearings Incorporated (RBC) | 0.3 | $51M | 789k | 64.59 | |
BofI Holding | 0.3 | $51M | 2.4M | 21.05 | |
West | 0.3 | $51M | 2.4M | 21.57 | |
Paycom Software (PAYC) | 0.3 | $51M | 1.4M | 37.63 | |
Cable One (CABO) | 0.3 | $51M | 119k | 433.66 | |
Maximus (MMS) | 0.3 | $49M | 871k | 56.25 | |
Brunswick Corporation (BC) | 0.3 | $49M | 975k | 50.51 | |
Asbury Automotive (ABG) | 0.3 | $49M | 720k | 67.44 | |
Cavium | 0.3 | $49M | 751k | 65.71 | |
Nic | 0.3 | $48M | 2.4M | 19.68 | |
Dunkin' Brands Group | 0.3 | $47M | 1.1M | 42.59 | |
Gentherm (THRM) | 0.3 | $48M | 1.0M | 47.40 | |
Robert Half International (RHI) | 0.3 | $46M | 977k | 47.14 | |
Cynosure | 0.3 | $45M | 1.0M | 44.67 | |
Spirit Airlines (SAVE) | 0.3 | $46M | 1.2M | 39.85 | |
Proto Labs (PRLB) | 0.3 | $46M | 724k | 63.69 | |
Civitas Solutions | 0.3 | $47M | 1.6M | 28.79 | |
Range Resources (RRC) | 0.3 | $45M | 1.8M | 24.61 | |
Grand Canyon Education (LOPE) | 0.3 | $44M | 1.1M | 40.12 | |
Healthcare Services (HCSG) | 0.3 | $44M | 1.3M | 34.87 | |
Aspen Technology | 0.3 | $44M | 1.2M | 37.76 | |
Nord Anglia Education | 0.3 | $44M | 2.2M | 20.28 | |
Heartland Payment Systems | 0.3 | $43M | 455k | 94.82 | |
Trinet (TNET) | 0.3 | $43M | 2.2M | 19.35 | |
2u | 0.3 | $42M | 1.5M | 27.98 | |
Press Ganey Holdings | 0.3 | $43M | 1.4M | 31.55 | |
HSN | 0.3 | $41M | 806k | 50.67 | |
Gra (GGG) | 0.3 | $41M | 563k | 72.07 | |
Clarcor | 0.3 | $41M | 824k | 49.68 | |
Mattress Firm Holding | 0.3 | $42M | 932k | 44.63 | |
Emcor (EME) | 0.2 | $40M | 830k | 48.04 | |
Dun & Bradstreet Corporation | 0.2 | $40M | 380k | 103.93 | |
ACI Worldwide (ACIW) | 0.2 | $40M | 1.9M | 21.40 | |
Cogent Communications (CCOI) | 0.2 | $40M | 1.2M | 34.69 | |
IPG Photonics Corporation (IPGP) | 0.2 | $39M | 440k | 89.16 | |
Lithia Motors (LAD) | 0.2 | $40M | 372k | 106.67 | |
Amerisafe (AMSF) | 0.2 | $40M | 781k | 50.90 | |
Old Dominion Freight Line (ODFL) | 0.2 | $39M | 661k | 59.07 | |
Comscore | 0.2 | $39M | 946k | 41.15 | |
Demandware | 0.2 | $40M | 743k | 53.97 | |
Inogen (INGN) | 0.2 | $39M | 975k | 40.09 | |
Knight Transportation | 0.2 | $39M | 1.6M | 24.23 | |
Lam Research Corporation (LRCX) | 0.2 | $38M | 474k | 79.42 | |
Synchronoss Technologies | 0.2 | $38M | 1.1M | 35.23 | |
Centene Corporation (CNC) | 0.2 | $37M | 568k | 65.81 | |
BroadSoft | 0.2 | $39M | 1.1M | 35.36 | |
Allied World Assurance | 0.2 | $38M | 1.0M | 37.19 | |
Examworks | 0.2 | $39M | 1.5M | 26.60 | |
Polaris Industries (PII) | 0.2 | $36M | 416k | 85.95 | |
Nice Systems (NICE) | 0.2 | $37M | 646k | 57.32 | |
Cardtronics | 0.2 | $37M | 1.1M | 33.65 | |
Dermira | 0.2 | $37M | 1.1M | 34.61 | |
Dbv Technologies S A | 0.2 | $36M | 998k | 36.31 | |
Inovalon Holdings Inc Cl A | 0.2 | $36M | 2.1M | 17.00 | |
CoreLogic | 0.2 | $34M | 1.0M | 33.86 | |
Marriott Vacations Wrldwde Cp (VAC) | 0.2 | $35M | 617k | 56.95 | |
G-III Apparel (GIII) | 0.2 | $34M | 759k | 44.26 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.2 | $34M | 2.0M | 17.01 | |
Watsco, Incorporated (WSO) | 0.2 | $32M | 276k | 117.13 | |
Boston Beer Company (SAM) | 0.2 | $31M | 154k | 201.91 | |
Lyon William Homes cl a | 0.2 | $31M | 1.9M | 16.50 | |
Taylor Morrison Hom (TMHC) | 0.2 | $31M | 1.9M | 16.00 | |
Match | 0.2 | $31M | 2.3M | 13.55 | |
Financial Engines | 0.2 | $29M | 852k | 33.67 | |
Endologix | 0.2 | $26M | 2.7M | 9.90 | |
KBR (KBR) | 0.2 | $25M | 1.5M | 16.92 | |
ICF International (ICFI) | 0.2 | $25M | 709k | 35.56 | |
Park-Ohio Holdings (PKOH) | 0.2 | $25M | 686k | 36.78 | |
Rowan Companies | 0.2 | $26M | 1.5M | 16.95 | |
Forum Energy Technolo | 0.2 | $25M | 2.0M | 12.46 | |
Paylocity Holding Corporation (PCTY) | 0.2 | $25M | 620k | 40.55 | |
Surgery Partners (SGRY) | 0.2 | $26M | 1.3M | 20.49 | |
Martin Marietta Materials (MLM) | 0.1 | $24M | 173k | 136.58 | |
Fair Isaac Corporation (FICO) | 0.1 | $24M | 253k | 94.18 | |
FARO Technologies (FARO) | 0.1 | $23M | 791k | 29.52 | |
Inter Parfums (IPAR) | 0.1 | $23M | 982k | 23.82 | |
Pdc Energy | 0.1 | $24M | 457k | 53.38 | |
Blue Buffalo Pet Prods | 0.1 | $23M | 1.2M | 18.71 | |
Cepheid | 0.1 | $22M | 593k | 36.53 | |
Matador Resources (MTDR) | 0.1 | $22M | 1.1M | 19.77 | |
Five Below (FIVE) | 0.1 | $22M | 691k | 32.10 | |
Performance Sports | 0.1 | $22M | 2.3M | 9.63 | |
Summit Matls Inc cl a (SUM) | 0.1 | $22M | 1.1M | 20.04 | |
A. O. Smith Corporation (AOS) | 0.1 | $20M | 264k | 76.61 | |
Commscope Hldg (COMM) | 0.1 | $21M | 817k | 25.89 | |
NN (NNBR) | 0.1 | $20M | 1.2M | 15.94 | |
Memorial Resource Development | 0.1 | $20M | 1.2M | 16.15 | |
Columbia Sportswear Company (COLM) | 0.1 | $17M | 352k | 48.76 | |
Global Eagle Acquisition Cor | 0.1 | $18M | 1.8M | 9.87 | |
Laredo Petroleum Holdings | 0.1 | $17M | 2.1M | 7.99 | |
Seres Therapeutics (MCRB) | 0.1 | $18M | 500k | 35.09 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $17M | 23k | 758.87 | |
Alnylam Pharmaceuticals (ALNY) | 0.1 | $15M | 161k | 94.14 | |
Chart Industries (GTLS) | 0.1 | $14M | 791k | 17.96 | |
Sotheby's | 0.1 | $13M | 497k | 25.76 | |
Libbey | 0.1 | $13M | 600k | 21.32 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $12M | 89k | 139.28 | |
Evolent Health (EVH) | 0.1 | $12M | 985k | 12.11 | |
Apple (AAPL) | 0.1 | $10M | 95k | 105.26 | |
Facebook Inc cl a (META) | 0.1 | $10M | 98k | 104.66 | |
Allergan | 0.1 | $9.4M | 30k | 312.51 | |
Cardinal Health (CAH) | 0.1 | $7.8M | 88k | 89.27 | |
Starbucks Corporation (SBUX) | 0.1 | $8.6M | 143k | 60.03 | |
Lowe's Companies (LOW) | 0.1 | $8.5M | 112k | 76.04 | |
Visa (V) | 0.1 | $7.7M | 99k | 77.55 | |
Hornbeck Offshore Services | 0.1 | $7.4M | 742k | 9.94 | |
American Tower Reit (AMT) | 0.1 | $8.2M | 85k | 96.95 | |
D Stemline Therapeutics | 0.1 | $7.5M | 1.2M | 6.31 | |
Paypal Holdings (PYPL) | 0.1 | $8.0M | 220k | 36.20 | |
Fidelity National Information Services (FIS) | 0.0 | $6.8M | 112k | 60.60 | |
Union Pacific Corporation (UNP) | 0.0 | $6.6M | 84k | 78.21 | |
Nike (NKE) | 0.0 | $7.1M | 113k | 62.50 | |
Te Connectivity Ltd for (TEL) | 0.0 | $5.8M | 90k | 64.61 | |
Hilton Worlwide Hldgs | 0.0 | $5.6M | 261k | 21.40 | |
Walt Disney Company (DIS) | 0.0 | $5.3M | 51k | 105.09 | |
Appfolio (APPF) | 0.0 | $5.1M | 350k | 14.60 | |
Intercontinental Exchange (ICE) | 0.0 | $3.7M | 14k | 256.25 | |
Xactly | 0.0 | $2.7M | 321k | 8.53 | |
Safety Insurance (SAFT) | 0.0 | $1.9M | 33k | 56.38 | |
Alexion Pharmaceuticals | 0.0 | $1.4M | 7.5k | 190.75 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $1.8M | 19k | 91.94 | |
Jarden Corporation | 0.0 | $80k | 1.4k | 57.14 |