TimesSquare Capital Management as of June 30, 2016
Portfolio Holdings for TimesSquare Capital Management
TimesSquare Capital Management holds 231 positions in its portfolio as reported in the June 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SBA Communications Corporation | 2.5 | $386M | 3.6M | 107.94 | |
DaVita (DVA) | 2.1 | $321M | 4.1M | 77.32 | |
Nielsen Hldgs Plc Shs Eur | 2.1 | $313M | 6.0M | 51.97 | |
Equifax (EFX) | 1.6 | $238M | 1.9M | 128.40 | |
Alliance Data Systems Corporation (BFH) | 1.4 | $218M | 1.1M | 195.92 | |
Gartner (IT) | 1.3 | $200M | 2.1M | 97.41 | |
CoStar (CSGP) | 1.3 | $193M | 882k | 218.66 | |
S&p Global (SPGI) | 1.3 | $191M | 1.8M | 107.26 | |
Ultimate Software | 1.2 | $184M | 873k | 210.29 | |
Global Payments (GPN) | 1.1 | $172M | 2.4M | 71.38 | |
Whitewave Foods | 1.1 | $168M | 3.6M | 46.94 | |
O'reilly Automotive (ORLY) | 1.1 | $167M | 616k | 271.10 | |
Medivation | 1.1 | $161M | 2.7M | 60.30 | |
Vantiv Inc Cl A | 1.0 | $153M | 2.7M | 56.60 | |
Servicemaster Global | 1.0 | $153M | 3.8M | 39.80 | |
Renaissance Re Holdings Ltd Cmn (RNR) | 1.0 | $150M | 1.3M | 117.44 | |
Amdocs Ltd ord (DOX) | 1.0 | $148M | 2.6M | 57.72 | |
RPM International (RPM) | 0.9 | $144M | 2.9M | 49.95 | |
Dollar Tree (DLTR) | 0.9 | $143M | 1.5M | 94.24 | |
L-3 Communications Holdings | 0.9 | $142M | 971k | 146.69 | |
Booz Allen Hamilton Holding Corporation (BAH) | 0.9 | $140M | 4.7M | 29.64 | |
Bright Horizons Fam Sol In D (BFAM) | 0.9 | $140M | 2.1M | 66.31 | |
Qlik Technologies | 0.9 | $133M | 4.5M | 29.58 | |
Wright Express (WEX) | 0.8 | $129M | 1.5M | 88.67 | |
Ecolab (ECL) | 0.8 | $126M | 1.1M | 118.60 | |
J Global (ZD) | 0.8 | $126M | 2.0M | 63.17 | |
SVB Financial (SIVBQ) | 0.8 | $119M | 1.3M | 95.16 | |
WABCO Holdings | 0.8 | $118M | 1.3M | 91.57 | |
Avis Budget (CAR) | 0.8 | $116M | 3.6M | 32.23 | |
Allegiant Travel Company (ALGT) | 0.8 | $113M | 746k | 151.50 | |
Genesee & Wyoming | 0.7 | $111M | 1.9M | 58.95 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.7 | $110M | 3.3M | 33.59 | |
Boston Scientific Corporation (BSX) | 0.7 | $106M | 4.5M | 23.37 | |
Wageworks | 0.7 | $105M | 1.8M | 59.81 | |
Williams-Sonoma (WSM) | 0.7 | $103M | 2.0M | 52.13 | |
ProAssurance Corporation (PRA) | 0.7 | $102M | 1.9M | 53.55 | |
Envision Healthcare Hlds | 0.7 | $102M | 4.0M | 25.37 | |
On Assignment | 0.7 | $101M | 2.7M | 36.95 | |
Imax Corp Cad (IMAX) | 0.7 | $100M | 3.4M | 29.48 | |
Team Health Holdings | 0.7 | $100M | 2.4M | 40.67 | |
Apollo Global Management 'a' | 0.7 | $100M | 6.6M | 15.15 | |
Martin Marietta Materials (MLM) | 0.7 | $98M | 508k | 192.00 | |
Ross Stores (ROST) | 0.6 | $96M | 1.7M | 56.69 | |
G-III Apparel (GIII) | 0.6 | $97M | 2.1M | 45.72 | |
Allied World Assurance | 0.6 | $97M | 2.8M | 35.14 | |
Orbital Atk | 0.6 | $97M | 1.1M | 85.14 | |
Tempur-Pedic International (TPX) | 0.6 | $95M | 1.7M | 55.32 | |
Cbre Group Inc Cl A (CBRE) | 0.6 | $95M | 3.6M | 26.48 | |
Universal Health Services (UHS) | 0.6 | $94M | 700k | 134.10 | |
Advisory Board Company | 0.6 | $93M | 2.6M | 35.39 | |
Rexnord | 0.6 | $94M | 4.8M | 19.63 | |
Xilinx | 0.6 | $92M | 2.0M | 46.13 | |
Centene Corporation (CNC) | 0.6 | $91M | 1.3M | 71.37 | |
Domino's Pizza (DPZ) | 0.6 | $88M | 669k | 131.38 | |
MKS Instruments (MKSI) | 0.6 | $88M | 2.1M | 43.06 | |
Verisk Analytics (VRSK) | 0.6 | $84M | 1.0M | 81.08 | |
Copart (CPRT) | 0.6 | $84M | 1.7M | 49.01 | |
Premier (PINC) | 0.6 | $84M | 2.6M | 32.70 | |
Albany International (AIN) | 0.5 | $82M | 2.0M | 39.93 | |
Hanesbrands (HBI) | 0.5 | $81M | 3.2M | 25.13 | |
Monro Muffler Brake (MNRO) | 0.5 | $82M | 1.3M | 63.56 | |
ExlService Holdings (EXLS) | 0.5 | $82M | 1.6M | 52.41 | |
Amphenol Corporation (APH) | 0.5 | $80M | 1.4M | 57.33 | |
Jack Henry & Associates (JKHY) | 0.5 | $80M | 913k | 87.27 | |
Wyndham Worldwide Corporation | 0.5 | $79M | 1.1M | 71.23 | |
PolyOne Corporation | 0.5 | $79M | 2.2M | 35.24 | |
Assured Guaranty (AGO) | 0.5 | $79M | 3.1M | 25.37 | |
Sealed Air (SEE) | 0.5 | $77M | 1.7M | 45.97 | |
Ryanair Holdings (RYAAY) | 0.5 | $76M | 1.1M | 69.54 | |
Fidelity National Information Services (FIS) | 0.5 | $76M | 1.0M | 73.68 | |
Rockwell Collins | 0.5 | $76M | 887k | 85.14 | |
Huron Consulting (HURN) | 0.5 | $76M | 1.3M | 60.42 | |
FleetCor Technologies | 0.5 | $76M | 529k | 143.13 | |
Tractor Supply Company (TSCO) | 0.5 | $75M | 819k | 91.18 | |
Pool Corporation (POOL) | 0.5 | $74M | 785k | 94.03 | |
Ceb | 0.5 | $74M | 1.2M | 61.68 | |
Broadridge Financial Solutions (BR) | 0.5 | $72M | 1.1M | 65.20 | |
Ametek (AME) | 0.5 | $73M | 1.6M | 46.23 | |
Level 3 Communications | 0.5 | $73M | 1.4M | 51.49 | |
Dermira | 0.5 | $73M | 2.5M | 29.25 | |
Transunion (TRU) | 0.5 | $73M | 2.2M | 33.44 | |
Hexcel Corporation (HXL) | 0.5 | $71M | 1.7M | 41.64 | |
Electronic Arts (EA) | 0.5 | $70M | 923k | 75.76 | |
Ss&c Technologies Holding (SSNC) | 0.5 | $70M | 2.5M | 28.08 | |
Surgical Care Affiliates | 0.5 | $70M | 1.5M | 47.67 | |
International Flavors & Fragrances (IFF) | 0.5 | $68M | 538k | 126.07 | |
Church & Dwight (CHD) | 0.5 | $68M | 662k | 102.89 | |
Envestnet (ENV) | 0.5 | $68M | 2.0M | 33.31 | |
Paycom Software (PAYC) | 0.5 | $68M | 1.6M | 43.21 | |
Nasdaq Omx (NDAQ) | 0.4 | $67M | 1.0M | 64.67 | |
TransDigm Group Incorporated (TDG) | 0.4 | $67M | 255k | 263.69 | |
Kennedy-Wilson Holdings (KW) | 0.4 | $65M | 3.4M | 18.96 | |
Acadia Healthcare (ACHC) | 0.4 | $65M | 1.2M | 55.40 | |
Cable One (CABO) | 0.4 | $64M | 126k | 511.41 | |
Nxp Semiconductors N V (NXPI) | 0.4 | $64M | 816k | 78.34 | |
Intra Cellular Therapies (ITCI) | 0.4 | $63M | 1.6M | 38.82 | |
Horizon Pharma | 0.4 | $64M | 3.9M | 16.47 | |
WisdomTree Investments (WT) | 0.4 | $62M | 6.3M | 9.79 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $61M | 710k | 86.02 | |
Knight Transportation | 0.4 | $60M | 2.3M | 26.58 | |
Woodward Governor Company (WWD) | 0.4 | $60M | 1.0M | 57.64 | |
Tyler Technologies (TYL) | 0.4 | $58M | 347k | 166.71 | |
Mednax (MD) | 0.4 | $58M | 800k | 72.43 | |
Burlington Stores (BURL) | 0.4 | $57M | 854k | 66.71 | |
Q2 Holdings (QTWO) | 0.4 | $58M | 2.1M | 28.02 | |
Inogen (INGN) | 0.4 | $58M | 1.2M | 50.11 | |
Hubbell (HUBB) | 0.4 | $57M | 542k | 105.47 | |
Brown-Forman Corporation (BF.B) | 0.4 | $57M | 568k | 99.76 | |
Neustar | 0.4 | $56M | 2.4M | 23.51 | |
Science App Int'l (SAIC) | 0.4 | $56M | 965k | 58.35 | |
Pra Health Sciences | 0.4 | $57M | 1.4M | 41.76 | |
Littelfuse (LFUS) | 0.4 | $54M | 460k | 118.19 | |
HFF | 0.3 | $54M | 1.9M | 28.88 | |
WNS | 0.3 | $54M | 2.0M | 27.00 | |
Maximus (MMS) | 0.3 | $51M | 918k | 55.37 | |
Cimarex Energy | 0.3 | $51M | 428k | 119.32 | |
Cornerstone Ondemand | 0.3 | $52M | 1.4M | 38.06 | |
Aptar (ATR) | 0.3 | $50M | 627k | 79.13 | |
Blackhawk Network Hldgs Inc cl a | 0.3 | $50M | 1.5M | 33.49 | |
Inc Resh Hldgs Inc cl a | 0.3 | $50M | 1.3M | 38.13 | |
Fastenal Company (FAST) | 0.3 | $49M | 1.1M | 44.39 | |
Nic | 0.3 | $49M | 2.2M | 21.94 | |
Diplomat Pharmacy | 0.3 | $49M | 1.4M | 35.00 | |
Emcor (EME) | 0.3 | $47M | 956k | 49.26 | |
Healthcare Services (HCSG) | 0.3 | $47M | 1.1M | 41.38 | |
RBC Bearings Incorporated (RBC) | 0.3 | $46M | 640k | 72.50 | |
BofI Holding | 0.3 | $47M | 2.6M | 17.71 | |
Gulfport Energy Corporation | 0.3 | $45M | 1.4M | 31.26 | |
M/a (MTSI) | 0.3 | $46M | 1.4M | 32.98 | |
Globus Med Inc cl a (GMED) | 0.3 | $46M | 1.9M | 23.83 | |
Range Resources (RRC) | 0.3 | $44M | 1.0M | 43.14 | |
Hibbett Sports (HIBB) | 0.3 | $44M | 1.3M | 34.79 | |
Summit Matls Inc cl a (SUM) | 0.3 | $44M | 2.1M | 20.46 | |
WESCO International (WCC) | 0.3 | $42M | 815k | 51.49 | |
G&K Services | 0.3 | $43M | 557k | 76.57 | |
Civitas Solutions | 0.3 | $42M | 2.0M | 20.83 | |
Press Ganey Holdings | 0.3 | $42M | 1.1M | 39.35 | |
Columbia Sportswear Company (COLM) | 0.3 | $41M | 706k | 57.54 | |
Clarcor | 0.3 | $41M | 680k | 60.83 | |
Nice Systems (NICE) | 0.3 | $41M | 645k | 63.85 | |
Signet Jewelers (SIG) | 0.3 | $40M | 488k | 82.41 | |
Dunkin' Brands Group | 0.3 | $41M | 940k | 43.62 | |
Proto Labs (PRLB) | 0.3 | $40M | 700k | 57.56 | |
Paylocity Holding Corporation (PCTY) | 0.3 | $41M | 938k | 43.20 | |
2u | 0.3 | $41M | 1.4M | 29.41 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.3 | $41M | 1.6M | 24.89 | |
Cogent Communications (CCOI) | 0.3 | $39M | 975k | 40.06 | |
Aspen Technology | 0.3 | $39M | 974k | 40.24 | |
Endologix | 0.3 | $39M | 3.1M | 12.46 | |
Artisan Partners (APAM) | 0.3 | $39M | 1.4M | 27.68 | |
Fair Isaac Corporation (FICO) | 0.2 | $38M | 340k | 113.01 | |
Lithia Motors (LAD) | 0.2 | $37M | 526k | 71.07 | |
Nord Anglia Education | 0.2 | $39M | 1.8M | 21.14 | |
Carter's (CRI) | 0.2 | $36M | 342k | 106.47 | |
Dun & Bradstreet Corporation | 0.2 | $36M | 293k | 121.84 | |
ACI Worldwide (ACIW) | 0.2 | $37M | 1.9M | 19.51 | |
Surgery Partners (SGRY) | 0.2 | $36M | 2.0M | 17.90 | |
Cardtronics Plc Shs Cl A | 0.2 | $36M | 904k | 39.81 | |
Robert Half International (RHI) | 0.2 | $35M | 923k | 38.16 | |
Asbury Automotive (ABG) | 0.2 | $34M | 648k | 52.74 | |
Pdc Energy | 0.2 | $35M | 609k | 57.61 | |
Cempra | 0.2 | $34M | 2.1M | 16.49 | |
Commscope Hldg (COMM) | 0.2 | $34M | 1.1M | 31.03 | |
Milacron Holdings | 0.2 | $33M | 2.3M | 14.51 | |
Grand Canyon Education (LOPE) | 0.2 | $32M | 812k | 39.92 | |
BroadSoft | 0.2 | $32M | 787k | 41.03 | |
Marriott Vacations Wrldwde Cp (VAC) | 0.2 | $32M | 466k | 68.49 | |
Memorial Resource Development | 0.2 | $32M | 2.0M | 15.88 | |
Dbv Technologies S A | 0.2 | $32M | 985k | 32.62 | |
Bwx Technologies (BWXT) | 0.2 | $32M | 888k | 35.77 | |
Watsco, Incorporated (WSO) | 0.2 | $30M | 211k | 140.69 | |
CoreLogic | 0.2 | $30M | 781k | 38.48 | |
Blue Buffalo Pet Prods | 0.2 | $30M | 1.3M | 23.34 | |
Performance Food (PFGC) | 0.2 | $30M | 1.1M | 26.91 | |
American Renal Associates Ho | 0.2 | $31M | 1.1M | 28.97 | |
HSN | 0.2 | $28M | 577k | 48.93 | |
Blackbaud (BLKB) | 0.2 | $28M | 416k | 67.90 | |
Brunswick Corporation (BC) | 0.2 | $28M | 627k | 45.32 | |
Old Dominion Freight Line (ODFL) | 0.2 | $30M | 489k | 60.31 | |
Mattress Firm Holding | 0.2 | $29M | 848k | 33.55 | |
Matador Resources (MTDR) | 0.2 | $29M | 1.5M | 19.80 | |
West | 0.2 | $29M | 1.5M | 19.66 | |
Lyon William Homes cl a | 0.2 | $29M | 1.8M | 16.12 | |
Cynosure | 0.2 | $28M | 573k | 48.65 | |
Forum Energy Technolo | 0.2 | $27M | 1.6M | 17.31 | |
Taylor Morrison Hom (TMHC) | 0.2 | $27M | 1.8M | 14.84 | |
ICF International (ICFI) | 0.2 | $26M | 633k | 40.90 | |
Spirit Airlines (SAVE) | 0.2 | $26M | 575k | 44.87 | |
Diamondback Energy (FANG) | 0.2 | $26M | 280k | 91.21 | |
Trinet (TNET) | 0.2 | $26M | 1.3M | 20.79 | |
Dick's Sporting Goods (DKS) | 0.2 | $24M | 525k | 45.06 | |
KBR (KBR) | 0.2 | $24M | 1.8M | 13.24 | |
IPG Photonics Corporation (IPGP) | 0.2 | $24M | 305k | 80.00 | |
Watts Water Technologies (WTS) | 0.2 | $25M | 428k | 58.26 | |
Examworks | 0.2 | $24M | 700k | 34.85 | |
Atlassian Corp Plc cl a | 0.2 | $24M | 930k | 25.90 | |
FARO Technologies (FARO) | 0.1 | $23M | 681k | 33.83 | |
Inter Parfums (IPAR) | 0.1 | $22M | 774k | 28.57 | |
Amerisafe (AMSF) | 0.1 | $21M | 340k | 61.22 | |
Evolent Health (EVH) | 0.1 | $21M | 1.1M | 19.20 | |
Neurocrine Biosciences (NBIX) | 0.1 | $20M | 437k | 45.45 | |
Comscore | 0.1 | $19M | 808k | 23.88 | |
Cavium | 0.1 | $19M | 500k | 38.60 | |
A. O. Smith Corporation (AOS) | 0.1 | $19M | 210k | 88.11 | |
Sportsmans Whse Hldgs (SPWH) | 0.1 | $16M | 2.0M | 8.06 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $17M | 25k | 692.11 | |
Lincoln Electric Holdings (LECO) | 0.1 | $14M | 244k | 59.08 | |
Nordson Corporation (NDSN) | 0.1 | $16M | 190k | 83.61 | |
Global Eagle Acquisition Cor | 0.1 | $13M | 2.0M | 6.64 | |
Seres Therapeutics (MCRB) | 0.1 | $14M | 491k | 29.05 | |
Financial Engines | 0.1 | $12M | 476k | 25.87 | |
Apple (AAPL) | 0.1 | $9.8M | 103k | 95.60 | |
Alnylam Pharmaceuticals (ALNY) | 0.1 | $10M | 180k | 55.49 | |
ACADIA Pharmaceuticals (ACAD) | 0.1 | $11M | 329k | 32.46 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $11M | 49k | 228.64 | |
Home Depot (HD) | 0.1 | $8.5M | 66k | 127.69 | |
Visa (V) | 0.1 | $8.8M | 119k | 74.17 | |
Microsoft Corporation (MSFT) | 0.1 | $6.9M | 136k | 51.17 | |
Costco Wholesale Corporation (COST) | 0.1 | $7.9M | 51k | 157.05 | |
Cardinal Health (CAH) | 0.1 | $7.1M | 91k | 78.01 | |
Nike (NKE) | 0.1 | $7.2M | 131k | 55.20 | |
Facebook Inc cl a (META) | 0.1 | $7.6M | 67k | 114.28 | |
Intercontinental Exchange (ICE) | 0.1 | $7.7M | 30k | 255.96 | |
Starbucks Corporation (SBUX) | 0.0 | $5.7M | 100k | 57.12 | |
Intuit (INTU) | 0.0 | $6.6M | 59k | 111.62 | |
D Stemline Therapeutics | 0.0 | $6.4M | 950k | 6.77 | |
Allergan | 0.0 | $5.7M | 25k | 231.07 | |
Monsanto Company | 0.0 | $3.3M | 32k | 103.41 | |
Alexion Pharmaceuticals | 0.0 | $3.5M | 30k | 116.76 | |
Union Pacific Corporation (UNP) | 0.0 | $2.0M | 23k | 87.26 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $1.1M | 12k | 93.61 |