TimesSquare Capital Management as of March 31, 2016
Portfolio Holdings for TimesSquare Capital Management
TimesSquare Capital Management holds 230 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SBA Communications Corporation | 2.5 | $378M | 3.8M | 100.17 | |
Nielsen Hldgs Plc Shs Eur | 2.2 | $336M | 6.4M | 52.66 | |
DaVita (DVA) | 2.2 | $330M | 4.5M | 73.38 | |
Alliance Data Systems Corporation (BFH) | 1.9 | $290M | 1.3M | 220.00 | |
Equifax (EFX) | 1.5 | $229M | 2.0M | 114.29 | |
Gartner (IT) | 1.3 | $204M | 2.3M | 89.35 | |
McGraw-Hill Companies | 1.3 | $202M | 2.0M | 98.98 | |
CoStar (CSGP) | 1.3 | $202M | 1.1M | 188.17 | |
RPM International (RPM) | 1.3 | $196M | 4.1M | 47.33 | |
Renaissance Re Holdings Ltd Cmn (RNR) | 1.2 | $180M | 1.5M | 119.83 | |
Qlik Technologies | 1.2 | $179M | 6.2M | 28.92 | |
Ultimate Software | 1.2 | $178M | 919k | 193.50 | |
Charter Communications | 1.1 | $165M | 817k | 202.43 | |
Envision Healthcare Hlds | 1.1 | $163M | 8.0M | 20.40 | |
Booz Allen Hamilton Holding Corporation (BAH) | 1.0 | $152M | 5.0M | 30.28 | |
Whitewave Foods | 1.0 | $150M | 3.7M | 40.64 | |
Servicemaster Global | 1.0 | $147M | 3.9M | 37.68 | |
Medivation | 0.9 | $144M | 3.1M | 45.98 | |
O'reilly Automotive (ORLY) | 0.9 | $143M | 522k | 273.66 | |
Vantiv Inc Cl A | 0.9 | $142M | 2.6M | 53.88 | |
Global Payments (GPN) | 0.9 | $141M | 2.2M | 65.30 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.9 | $139M | 3.6M | 38.76 | |
Amdocs Ltd ord (DOX) | 0.9 | $140M | 2.3M | 60.42 | |
Ecolab (ECL) | 0.9 | $136M | 1.2M | 111.52 | |
Dollar Tree (DLTR) | 0.8 | $129M | 1.6M | 82.46 | |
Genesee & Wyoming | 0.8 | $129M | 2.1M | 62.70 | |
Allegiant Travel Company (ALGT) | 0.8 | $122M | 685k | 178.06 | |
Bright Horizons Fam Sol In D (BFAM) | 0.8 | $122M | 1.9M | 64.78 | |
Wageworks | 0.8 | $121M | 2.4M | 50.61 | |
Avis Budget (CAR) | 0.8 | $119M | 4.3M | 27.36 | |
L-3 Communications Holdings | 0.8 | $119M | 1.0M | 118.50 | |
Apollo Global Management 'a' | 0.8 | $119M | 6.9M | 17.12 | |
WABCO Holdings | 0.8 | $116M | 1.1M | 106.92 | |
Wright Express (WEX) | 0.7 | $111M | 1.3M | 83.36 | |
J Global (ZD) | 0.7 | $104M | 1.7M | 61.58 | |
Imax Corp Cad (IMAX) | 0.7 | $102M | 3.3M | 31.09 | |
Tempur-Pedic International (TPX) | 0.7 | $101M | 1.7M | 60.79 | |
Allied World Assurance | 0.7 | $101M | 2.9M | 34.94 | |
Cbre Group Inc Cl A (CBRE) | 0.7 | $100M | 3.5M | 28.82 | |
Rexnord | 0.7 | $100M | 4.9M | 20.22 | |
Boston Scientific Corporation (BSX) | 0.6 | $98M | 5.2M | 18.81 | |
Team Health Holdings | 0.6 | $96M | 2.3M | 41.81 | |
Martin Marietta Materials (MLM) | 0.6 | $94M | 592k | 159.51 | |
Universal Health Services (UHS) | 0.6 | $95M | 763k | 124.72 | |
On Assignment | 0.6 | $93M | 2.5M | 36.92 | |
Tractor Supply Company (TSCO) | 0.6 | $92M | 1.0M | 90.46 | |
Xilinx | 0.6 | $93M | 2.0M | 47.43 | |
Hanesbrands (HBI) | 0.6 | $91M | 3.2M | 28.34 | |
Rockwell Collins | 0.6 | $91M | 983k | 92.21 | |
Hexcel Corporation (HXL) | 0.6 | $89M | 2.0M | 43.71 | |
Premier (PINC) | 0.6 | $89M | 2.7M | 33.36 | |
Ross Stores (ROST) | 0.6 | $87M | 1.5M | 57.90 | |
Domino's Pizza (DPZ) | 0.6 | $85M | 645k | 131.86 | |
PolyOne Corporation | 0.6 | $87M | 2.9M | 30.25 | |
Williams-Sonoma (WSM) | 0.6 | $84M | 1.5M | 54.74 | |
Ametek (AME) | 0.6 | $84M | 1.7M | 49.98 | |
Catalent (CTLT) | 0.6 | $85M | 3.2M | 26.67 | |
Pool Corporation (POOL) | 0.5 | $82M | 936k | 87.74 | |
Wyndham Worldwide Corporation | 0.5 | $83M | 1.1M | 76.43 | |
Surgical Care Affiliates | 0.5 | $83M | 1.8M | 46.28 | |
Albany International (AIN) | 0.5 | $81M | 2.2M | 37.59 | |
MKS Instruments (MKSI) | 0.5 | $81M | 2.1M | 37.65 | |
Orbital Atk | 0.5 | $82M | 939k | 86.94 | |
Nasdaq Omx (NDAQ) | 0.5 | $79M | 1.2M | 66.38 | |
Amphenol Corporation (APH) | 0.5 | $79M | 1.4M | 57.82 | |
Centene Corporation (CNC) | 0.5 | $80M | 1.3M | 61.57 | |
Advisory Board Company | 0.5 | $80M | 2.5M | 32.25 | |
Church & Dwight (CHD) | 0.5 | $80M | 871k | 92.18 | |
ExlService Holdings (EXLS) | 0.5 | $79M | 1.5M | 51.80 | |
Nxp Semiconductors N V (NXPI) | 0.5 | $79M | 979k | 81.07 | |
Broadridge Financial Solutions (BR) | 0.5 | $79M | 1.3M | 59.31 | |
Jack Henry & Associates (JKHY) | 0.5 | $79M | 930k | 84.57 | |
Ceb | 0.5 | $78M | 1.2M | 64.73 | |
Ryanair Holdings (RYAAY) | 0.5 | $78M | 911k | 85.82 | |
Invesco (IVZ) | 0.5 | $77M | 2.5M | 30.77 | |
TransDigm Group Incorporated (TDG) | 0.5 | $76M | 345k | 220.34 | |
Copart (CPRT) | 0.5 | $75M | 1.8M | 40.77 | |
Monro Muffler Brake (MNRO) | 0.5 | $75M | 1.0M | 71.47 | |
Huron Consulting (HURN) | 0.5 | $75M | 1.3M | 58.19 | |
M/a (MTSI) | 0.5 | $73M | 1.7M | 43.79 | |
Envestnet (ENV) | 0.5 | $71M | 2.6M | 27.20 | |
ProAssurance Corporation (PRA) | 0.5 | $69M | 1.4M | 50.60 | |
Verisk Analytics (VRSK) | 0.5 | $69M | 864k | 79.92 | |
Assured Guaranty (AGO) | 0.5 | $69M | 2.7M | 25.30 | |
Signet Jewelers (SIG) | 0.5 | $69M | 553k | 124.03 | |
WisdomTree Investments (WT) | 0.5 | $70M | 6.1M | 11.43 | |
Transunion (TRU) | 0.5 | $69M | 2.5M | 27.61 | |
Acadia Healthcare (ACHC) | 0.4 | $68M | 1.2M | 55.11 | |
Horizon Pharma | 0.4 | $67M | 4.1M | 16.57 | |
Fastenal Company (FAST) | 0.4 | $65M | 1.3M | 49.00 | |
WESCO International (WCC) | 0.4 | $65M | 1.2M | 54.67 | |
RBC Bearings Incorporated (RBC) | 0.4 | $63M | 864k | 73.26 | |
Kennedy-Wilson Holdings (KW) | 0.4 | $63M | 2.9M | 21.90 | |
Inc Resh Hldgs Inc cl a | 0.4 | $63M | 1.5M | 41.21 | |
Pra Health Sciences | 0.4 | $62M | 1.5M | 42.76 | |
Hubbell (HUBB) | 0.4 | $63M | 596k | 105.93 | |
Brown-Forman Corporation (BF.B) | 0.4 | $61M | 623k | 98.47 | |
WNS | 0.4 | $62M | 2.0M | 30.64 | |
Neustar | 0.4 | $61M | 2.5M | 24.60 | |
Burlington Stores (BURL) | 0.4 | $61M | 1.1M | 56.24 | |
Paycom Software (PAYC) | 0.4 | $61M | 1.7M | 35.60 | |
Woodward Governor Company (WWD) | 0.4 | $58M | 1.1M | 52.02 | |
Cable One (CABO) | 0.4 | $59M | 134k | 437.13 | |
Fidelity National Information Services (FIS) | 0.4 | $55M | 873k | 63.31 | |
Littelfuse (LFUS) | 0.4 | $55M | 444k | 123.11 | |
Cimarex Energy | 0.4 | $55M | 568k | 97.27 | |
Tyler Technologies (TYL) | 0.4 | $56M | 433k | 128.61 | |
Mednax (MD) | 0.4 | $56M | 862k | 64.62 | |
Cornerstone Ondemand | 0.4 | $56M | 1.7M | 32.77 | |
Level 3 Communications | 0.4 | $56M | 1.1M | 52.85 | |
Knight Transportation | 0.3 | $53M | 2.0M | 26.15 | |
BofI Holding | 0.3 | $54M | 2.5M | 21.34 | |
Q2 Holdings (QTWO) | 0.3 | $54M | 2.2M | 24.04 | |
Inogen (INGN) | 0.3 | $53M | 1.2M | 44.98 | |
Blackhawk Network Hldgs Inc cl a | 0.3 | $52M | 1.5M | 34.30 | |
International Flavors & Fragrances (IFF) | 0.3 | $51M | 449k | 113.77 | |
HFF | 0.3 | $50M | 1.8M | 27.53 | |
SVB Financial (SIVBQ) | 0.3 | $49M | 479k | 102.05 | |
Aptar (ATR) | 0.3 | $48M | 616k | 78.41 | |
Robert Half International (RHI) | 0.3 | $48M | 1.0M | 46.58 | |
Cavium | 0.3 | $50M | 813k | 61.16 | |
Artisan Partners (APAM) | 0.3 | $49M | 1.6M | 30.84 | |
Emcor (EME) | 0.3 | $47M | 970k | 48.60 | |
Range Resources (RRC) | 0.3 | $47M | 1.5M | 32.38 | |
Maximus (MMS) | 0.3 | $48M | 908k | 52.64 | |
G-III Apparel (GIII) | 0.3 | $47M | 950k | 48.89 | |
Healthcare Services (HCSG) | 0.3 | $46M | 1.3M | 36.81 | |
Globus Med Inc cl a (GMED) | 0.3 | $46M | 2.0M | 23.75 | |
Science App Int'l (SAIC) | 0.3 | $47M | 875k | 53.34 | |
Asbury Automotive (ABG) | 0.3 | $45M | 748k | 59.84 | |
Och-Ziff Capital Management | 0.3 | $44M | 10M | 4.35 | |
Examworks | 0.3 | $43M | 1.5M | 29.56 | |
Dunkin' Brands Group | 0.3 | $43M | 901k | 47.17 | |
Nord Anglia Education | 0.3 | $43M | 2.1M | 20.89 | |
Intra Cellular Therapies (ITCI) | 0.3 | $42M | 1.5M | 27.80 | |
ACI Worldwide (ACIW) | 0.3 | $42M | 2.0M | 20.79 | |
Brunswick Corporation (BC) | 0.3 | $41M | 850k | 47.98 | |
Nice Systems (NICE) | 0.3 | $42M | 647k | 64.79 | |
Mattress Firm Holding | 0.3 | $41M | 962k | 42.39 | |
Press Ganey Holdings | 0.3 | $42M | 1.4M | 30.08 | |
Grand Canyon Education (LOPE) | 0.3 | $39M | 921k | 42.74 | |
Cogent Communications (CCOI) | 0.3 | $40M | 1.0M | 39.03 | |
Ashland | 0.3 | $40M | 367k | 109.96 | |
Clarcor | 0.3 | $41M | 701k | 57.79 | |
Nic | 0.3 | $41M | 2.2M | 18.03 | |
Dun & Bradstreet Corporation | 0.2 | $38M | 367k | 103.08 | |
ARM Holdings | 0.2 | $39M | 890k | 43.69 | |
Cynosure | 0.2 | $38M | 864k | 44.12 | |
BroadSoft | 0.2 | $38M | 950k | 40.35 | |
West | 0.2 | $39M | 1.7M | 22.82 | |
Columbia Sportswear Company (COLM) | 0.2 | $37M | 619k | 60.09 | |
Lithia Motors (LAD) | 0.2 | $38M | 429k | 87.33 | |
Spirit Airlines (SAVE) | 0.2 | $37M | 771k | 47.98 | |
Markit | 0.2 | $37M | 1.0M | 35.35 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.2 | $37M | 1.6M | 23.43 | |
Cempra | 0.2 | $36M | 2.0M | 17.52 | |
Summit Matls Inc cl a (SUM) | 0.2 | $35M | 1.8M | 19.45 | |
HSN | 0.2 | $34M | 655k | 52.31 | |
Old Dominion Freight Line (ODFL) | 0.2 | $34M | 489k | 69.62 | |
Marriott Vacations Wrldwde Cp (VAC) | 0.2 | $34M | 502k | 67.50 | |
Demandware | 0.2 | $34M | 857k | 39.10 | |
Forum Energy Technolo | 0.2 | $34M | 2.6M | 13.20 | |
2u | 0.2 | $33M | 1.5M | 22.60 | |
Civitas Solutions | 0.2 | $33M | 1.9M | 17.43 | |
Watsco, Incorporated (WSO) | 0.2 | $32M | 235k | 134.74 | |
Ihs | 0.2 | $32M | 259k | 124.16 | |
Aspen Technology | 0.2 | $33M | 908k | 36.13 | |
Cardtronics | 0.2 | $32M | 898k | 35.99 | |
Pdc Energy | 0.2 | $33M | 549k | 59.45 | |
Commscope Hldg (COMM) | 0.2 | $33M | 1.2M | 27.92 | |
Dbv Technologies S A | 0.2 | $32M | 990k | 32.55 | |
Blue Buffalo Pet Prods | 0.2 | $32M | 1.3M | 25.66 | |
Hibbett Sports (HIBB) | 0.2 | $30M | 840k | 35.90 | |
CoreLogic | 0.2 | $31M | 878k | 34.70 | |
Gentherm (THRM) | 0.2 | $30M | 721k | 41.59 | |
Diplomat Pharmacy | 0.2 | $30M | 1.1M | 27.40 | |
Gulfport Energy Corporation | 0.2 | $29M | 1.0M | 28.34 | |
IPG Photonics Corporation (IPGP) | 0.2 | $30M | 310k | 96.08 | |
Proto Labs (PRLB) | 0.2 | $30M | 385k | 77.09 | |
Diamondback Energy (FANG) | 0.2 | $30M | 386k | 77.18 | |
Paylocity Holding Corporation (PCTY) | 0.2 | $30M | 909k | 32.74 | |
Trinet (TNET) | 0.2 | $29M | 2.0M | 14.35 | |
Dermira | 0.2 | $29M | 1.4M | 20.68 | |
Boston Beer Company (SAM) | 0.2 | $28M | 151k | 185.07 | |
United Natural Foods (UNFI) | 0.2 | $27M | 669k | 40.30 | |
Taylor Morrison Hom (TMHC) | 0.2 | $28M | 2.0M | 14.12 | |
Fair Isaac Corporation (FICO) | 0.2 | $26M | 242k | 106.09 | |
Amerisafe (AMSF) | 0.2 | $26M | 503k | 52.54 | |
Matador Resources (MTDR) | 0.2 | $26M | 1.4M | 18.96 | |
Lyon William Homes cl a | 0.2 | $27M | 1.8M | 14.49 | |
Surgery Partners (SGRY) | 0.2 | $26M | 2.0M | 13.26 | |
Gra (GGG) | 0.2 | $24M | 283k | 83.96 | |
FARO Technologies (FARO) | 0.2 | $25M | 772k | 32.21 | |
Inter Parfums (IPAR) | 0.2 | $25M | 800k | 30.90 | |
Comscore | 0.2 | $24M | 805k | 30.04 | |
Financial Engines | 0.2 | $24M | 764k | 31.43 | |
KBR (KBR) | 0.1 | $24M | 1.5M | 15.48 | |
ICF International (ICFI) | 0.1 | $22M | 647k | 34.37 | |
Park-Ohio Holdings (PKOH) | 0.1 | $24M | 548k | 42.82 | |
Nordson Corporation (NDSN) | 0.1 | $22M | 283k | 76.04 | |
Endologix | 0.1 | $22M | 2.6M | 8.36 | |
Milacron Holdings | 0.1 | $21M | 1.3M | 16.49 | |
A. O. Smith Corporation (AOS) | 0.1 | $19M | 251k | 76.31 | |
Five Below (FIVE) | 0.1 | $20M | 475k | 41.34 | |
Memorial Resource Development | 0.1 | $20M | 2.0M | 10.18 | |
Cepheid | 0.1 | $19M | 573k | 33.36 | |
Global Eagle Acquisition Cor | 0.1 | $17M | 2.0M | 8.52 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $17M | 23k | 744.94 | |
Seres Therapeutics (MCRB) | 0.1 | $13M | 493k | 26.56 | |
Apple (AAPL) | 0.1 | $12M | 108k | 108.99 | |
Evolent Health (EVH) | 0.1 | $13M | 1.2M | 10.56 | |
Alnylam Pharmaceuticals (ALNY) | 0.1 | $10M | 161k | 62.77 | |
Home Depot (HD) | 0.1 | $8.7M | 65k | 133.44 | |
Visa (V) | 0.1 | $9.1M | 119k | 76.48 | |
Cardinal Health (CAH) | 0.1 | $7.0M | 85k | 81.95 | |
Starbucks Corporation (SBUX) | 0.1 | $8.4M | 141k | 59.70 | |
Facebook Inc cl a (META) | 0.1 | $8.2M | 72k | 114.10 | |
Intercontinental Exchange (ICE) | 0.1 | $6.9M | 29k | 235.14 | |
Allergan | 0.1 | $8.0M | 30k | 268.03 | |
Microsoft Corporation (MSFT) | 0.0 | $6.6M | 120k | 55.23 | |
Costco Wholesale Corporation (COST) | 0.0 | $5.7M | 36k | 157.59 | |
Nike (NKE) | 0.0 | $6.8M | 111k | 61.47 | |
Alexion Pharmaceuticals | 0.0 | $5.5M | 40k | 139.22 | |
D Stemline Therapeutics | 0.0 | $5.4M | 1.2M | 4.66 | |
Union Pacific Corporation (UNP) | 0.0 | $4.6M | 58k | 79.55 | |
Inovalon Holdings Inc Cl A | 0.0 | $4.1M | 219k | 18.52 | |
Pepsi (PEP) | 0.0 | $3.8M | 37k | 102.47 | |
EOG Resources (EOG) | 0.0 | $3.2M | 44k | 72.58 | |
Intuit (INTU) | 0.0 | $3.5M | 33k | 104.02 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $1.1M | 12k | 92.18 |