TimesSquare Capital Management as of Sept. 30, 2017
Portfolio Holdings for TimesSquare Capital Management
TimesSquare Capital Management holds 246 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Global Payments (GPN) | 2.0 | $292M | 3.1M | 95.03 | |
Gartner (IT) | 1.9 | $278M | 2.2M | 124.41 | |
Sba Communications Corp (SBAC) | 1.7 | $254M | 1.8M | 144.05 | |
Booz Allen Hamilton Holding Corporation (BAH) | 1.5 | $225M | 6.0M | 37.39 | |
Progressive Corporation (PGR) | 1.4 | $207M | 4.3M | 48.42 | |
Wright Express (WEX) | 1.3 | $188M | 1.7M | 112.22 | |
CoStar (CSGP) | 1.2 | $185M | 688k | 268.25 | |
Transunion (TRU) | 1.2 | $183M | 3.9M | 47.26 | |
Bright Horizons Fam Sol In D (BFAM) | 1.2 | $174M | 2.0M | 86.21 | |
Cbre Group Inc Cl A (CBRE) | 1.1 | $172M | 4.5M | 37.88 | |
Dollar Tree (DLTR) | 1.1 | $167M | 1.9M | 86.82 | |
Wageworks | 1.1 | $159M | 2.6M | 60.70 | |
Bio-Rad Laboratories (BIO) | 1.0 | $148M | 665k | 222.22 | |
Genesee & Wyoming | 1.0 | $148M | 2.0M | 74.01 | |
Bwx Technologies (BWXT) | 1.0 | $146M | 2.6M | 56.02 | |
Alliance Data Systems Corporation (BFH) | 1.0 | $143M | 646k | 221.55 | |
Neurocrine Biosciences (NBIX) | 1.0 | $144M | 2.3M | 61.28 | |
Amdocs Ltd ord (DOX) | 0.9 | $141M | 2.2M | 64.32 | |
L3 Technologies | 0.9 | $141M | 746k | 188.43 | |
DaVita (DVA) | 0.9 | $137M | 2.3M | 59.39 | |
Nordson Corporation (NDSN) | 0.9 | $137M | 1.2M | 118.50 | |
S&p Global (SPGI) | 0.9 | $136M | 871k | 156.31 | |
J Global (ZD) | 0.9 | $132M | 1.8M | 73.88 | |
Tyler Technologies (TYL) | 0.9 | $129M | 742k | 174.32 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.8 | $125M | 2.4M | 51.11 | |
Assured Guaranty (AGO) | 0.8 | $125M | 3.3M | 37.75 | |
O'reilly Automotive (ORLY) | 0.8 | $126M | 584k | 215.37 | |
Signature Bank (SBNY) | 0.8 | $123M | 958k | 128.04 | |
Brunswick Corporation (BC) | 0.8 | $123M | 2.2M | 55.97 | |
Beacon Roofing Supply (BECN) | 0.8 | $121M | 2.4M | 51.25 | |
Martin Marietta Materials (MLM) | 0.8 | $120M | 581k | 206.23 | |
FleetCor Technologies | 0.8 | $114M | 734k | 154.77 | |
Apollo Global Management 'a' | 0.8 | $113M | 3.8M | 30.10 | |
ProAssurance Corporation (PRA) | 0.8 | $111M | 2.0M | 54.65 | |
WABCO Holdings | 0.7 | $106M | 717k | 148.00 | |
Waste Connections (WCN) | 0.7 | $106M | 1.5M | 69.96 | |
Fidelity National Information Services (FIS) | 0.7 | $104M | 1.1M | 93.39 | |
TransDigm Group Incorporated (TDG) | 0.7 | $105M | 411k | 255.65 | |
Ecolab (ECL) | 0.7 | $103M | 799k | 128.61 | |
Dolby Laboratories (DLB) | 0.7 | $103M | 1.8M | 57.52 | |
MKS Instruments (MKSI) | 0.7 | $101M | 1.1M | 94.45 | |
On Assignment | 0.7 | $102M | 1.9M | 53.68 | |
Watsco, Incorporated (WSO) | 0.7 | $100M | 623k | 161.07 | |
Servicemaster Global | 0.7 | $101M | 2.2M | 46.73 | |
Renaissance Re Holdings Ltd Cmn (RNR) | 0.7 | $98M | 724k | 135.14 | |
Ryanair Holdings (RYAAY) | 0.7 | $98M | 934k | 105.42 | |
Scotts Miracle-Gro Company (SMG) | 0.6 | $95M | 981k | 97.34 | |
Vantiv Inc Cl A | 0.6 | $96M | 1.4M | 70.47 | |
Concho Resources | 0.6 | $93M | 708k | 131.72 | |
Universal Health Services (UHS) | 0.6 | $92M | 829k | 110.94 | |
Allegiant Travel Company (ALGT) | 0.6 | $92M | 699k | 131.70 | |
Ametek (AME) | 0.6 | $92M | 1.4M | 66.04 | |
Nielsen Hldgs Plc Shs Eur | 0.6 | $92M | 2.2M | 41.45 | |
Henry Schein (HSIC) | 0.6 | $89M | 1.1M | 81.99 | |
Amphenol Corporation (APH) | 0.6 | $89M | 1.0M | 84.64 | |
Repligen Corporation (RGEN) | 0.6 | $89M | 2.3M | 38.32 | |
Premier (PINC) | 0.6 | $89M | 2.7M | 32.57 | |
TD Ameritrade Holding | 0.6 | $87M | 1.8M | 48.80 | |
Electronic Arts (EA) | 0.6 | $85M | 721k | 118.06 | |
Verisk Analytics (VRSK) | 0.6 | $85M | 1.0M | 83.19 | |
Red Hat | 0.6 | $83M | 750k | 110.86 | |
Leggett & Platt (LEG) | 0.6 | $82M | 1.7M | 47.73 | |
Ultimate Software | 0.6 | $82M | 431k | 189.60 | |
Nasdaq Omx (NDAQ) | 0.5 | $81M | 1.0M | 77.57 | |
Marvell Technology Group | 0.5 | $80M | 4.5M | 17.90 | |
Church & Dwight (CHD) | 0.5 | $79M | 1.6M | 48.45 | |
Imax Corp Cad (IMAX) | 0.5 | $80M | 3.5M | 22.65 | |
Boston Scientific Corporation (BSX) | 0.5 | $77M | 2.6M | 29.17 | |
Ross Stores (ROST) | 0.5 | $76M | 1.2M | 64.57 | |
Centene Corporation (CNC) | 0.5 | $77M | 794k | 96.77 | |
Albany International (AIN) | 0.5 | $75M | 1.3M | 57.40 | |
Hanesbrands (HBI) | 0.5 | $74M | 3.0M | 24.64 | |
J.B. Hunt Transport Services (JBHT) | 0.5 | $73M | 659k | 111.08 | |
Jack Henry & Associates (JKHY) | 0.5 | $73M | 714k | 102.79 | |
WisdomTree Investments (WT) | 0.5 | $74M | 7.2M | 10.18 | |
Microchip Technology (MCHP) | 0.5 | $72M | 805k | 89.78 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $71M | 466k | 152.04 | |
Domino's Pizza (DPZ) | 0.5 | $70M | 352k | 198.55 | |
Expedia (EXPE) | 0.5 | $70M | 483k | 143.94 | |
Pool Corporation (POOL) | 0.5 | $69M | 639k | 108.17 | |
Papa John's Int'l (PZZA) | 0.5 | $69M | 938k | 73.07 | |
Broadridge Financial Solutions (BR) | 0.4 | $66M | 818k | 80.82 | |
Monro Muffler Brake (MNRO) | 0.4 | $65M | 1.2M | 56.05 | |
Paycom Software (PAYC) | 0.4 | $64M | 856k | 74.96 | |
Floor & Decor Hldgs Inc cl a (FND) | 0.4 | $65M | 1.7M | 38.93 | |
McCormick & Company, Incorporated (MKC) | 0.4 | $63M | 617k | 102.64 | |
2u | 0.4 | $63M | 1.1M | 56.04 | |
Radius Health | 0.4 | $62M | 1.6M | 38.55 | |
International Game Technology (IGT) | 0.4 | $62M | 2.5M | 24.55 | |
Lincoln Electric Holdings (LECO) | 0.4 | $61M | 667k | 91.68 | |
WNS | 0.4 | $62M | 1.7M | 36.50 | |
ExlService Holdings (EXLS) | 0.4 | $61M | 1.0M | 58.32 | |
Rexnord | 0.4 | $62M | 2.4M | 25.41 | |
Dermira | 0.4 | $62M | 2.3M | 27.00 | |
Blueprint Medicines (BPMC) | 0.4 | $61M | 868k | 69.67 | |
ACI Worldwide (ACIW) | 0.4 | $60M | 2.6M | 22.78 | |
Hexcel Corporation (HXL) | 0.4 | $60M | 1.0M | 57.42 | |
Acadia Healthcare (ACHC) | 0.4 | $60M | 1.3M | 47.76 | |
RPM International (RPM) | 0.4 | $58M | 1.1M | 51.34 | |
Agilent Technologies Inc C ommon (A) | 0.4 | $59M | 912k | 64.20 | |
Carlisle Companies (CSL) | 0.4 | $58M | 574k | 100.29 | |
Kennedy-Wilson Holdings (KW) | 0.4 | $59M | 3.2M | 18.55 | |
Q2 Holdings (QTWO) | 0.4 | $59M | 1.4M | 41.65 | |
Zayo Group Hldgs | 0.4 | $58M | 1.7M | 34.42 | |
Summit Matls Inc cl a (SUM) | 0.4 | $59M | 1.8M | 32.03 | |
Matador Resources (MTDR) | 0.4 | $56M | 2.1M | 27.15 | |
Axalta Coating Sys (AXTA) | 0.4 | $57M | 2.0M | 28.92 | |
Cable One (CABO) | 0.4 | $56M | 78k | 722.12 | |
Emcor (EME) | 0.4 | $55M | 790k | 69.38 | |
Copart (CPRT) | 0.4 | $55M | 1.6M | 34.37 | |
Mgp Ingredients Inc Common Sto (MGPI) | 0.4 | $55M | 904k | 60.63 | |
Clean Harbors (CLH) | 0.4 | $54M | 954k | 56.70 | |
Open Text Corp (OTEX) | 0.4 | $54M | 1.7M | 32.29 | |
Ptc (PTC) | 0.3 | $52M | 923k | 56.28 | |
K2m Group Holdings | 0.3 | $53M | 2.5M | 21.21 | |
Paylocity Holding Corporation (PCTY) | 0.3 | $51M | 1.0M | 48.82 | |
Allscripts Healthcare Solutions (MDRX) | 0.3 | $49M | 3.4M | 14.23 | |
Shenandoah Telecommunications Company (SHEN) | 0.3 | $50M | 1.3M | 37.20 | |
Envestnet (ENV) | 0.3 | $49M | 965k | 51.00 | |
Pegasystems (PEGA) | 0.3 | $45M | 784k | 57.65 | |
Cubesmart (CUBE) | 0.3 | $45M | 1.7M | 25.96 | |
Chegg (CHGG) | 0.3 | $45M | 3.0M | 14.84 | |
Milacron Holdings | 0.3 | $45M | 2.7M | 16.86 | |
Littelfuse (LFUS) | 0.3 | $43M | 220k | 195.88 | |
Exponent (EXPO) | 0.3 | $43M | 580k | 73.90 | |
ICF International (ICFI) | 0.3 | $44M | 811k | 53.95 | |
National Storage Affiliates shs ben int (NSA) | 0.3 | $43M | 1.8M | 24.24 | |
Itt (ITT) | 0.3 | $43M | 969k | 44.27 | |
Healthcare Services (HCSG) | 0.3 | $41M | 764k | 53.97 | |
UniFirst Corporation (UNF) | 0.3 | $42M | 279k | 151.50 | |
Healthsouth | 0.3 | $42M | 899k | 46.35 | |
Five Below (FIVE) | 0.3 | $42M | 756k | 54.88 | |
Orbital Atk | 0.3 | $42M | 315k | 133.16 | |
Talend S A ads | 0.3 | $41M | 1.0M | 40.94 | |
Irhythm Technologies (IRTC) | 0.3 | $41M | 797k | 51.88 | |
HFF | 0.3 | $40M | 1.0M | 39.56 | |
Fair Isaac Corporation (FICO) | 0.3 | $40M | 286k | 140.50 | |
PolyOne Corporation | 0.3 | $41M | 1.0M | 40.03 | |
Inogen (INGN) | 0.3 | $40M | 418k | 95.10 | |
Carter's (CRI) | 0.3 | $40M | 400k | 98.75 | |
Microsemi Corporation | 0.3 | $38M | 744k | 51.48 | |
Trinet (TNET) | 0.3 | $40M | 1.2M | 33.62 | |
Inc Resh Hldgs Inc cl a | 0.3 | $39M | 737k | 52.30 | |
Atlassian Corp Plc cl a | 0.3 | $38M | 1.1M | 35.15 | |
Elf Beauty (ELF) | 0.3 | $39M | 1.7M | 22.55 | |
Cogent Communications (CCOI) | 0.2 | $37M | 763k | 48.90 | |
Artisan Partners (APAM) | 0.2 | $38M | 1.2M | 32.60 | |
Blackhawk Network Hldgs Inc cl a | 0.2 | $37M | 852k | 43.80 | |
Commscope Hldg (COMM) | 0.2 | $38M | 1.1M | 33.21 | |
Planet Fitness Inc-cl A (PLNT) | 0.2 | $37M | 1.4M | 26.98 | |
Cloudera | 0.2 | $37M | 2.2M | 16.62 | |
Knight Swift Transn Hldgs (KNX) | 0.2 | $37M | 895k | 41.55 | |
Charles River Laboratories (CRL) | 0.2 | $35M | 326k | 108.02 | |
RBC Bearings Incorporated (RBC) | 0.2 | $36M | 288k | 125.15 | |
BroadSoft | 0.2 | $36M | 723k | 50.30 | |
Cornerstone Ondemand | 0.2 | $36M | 886k | 40.61 | |
M/a (MTSI) | 0.2 | $35M | 791k | 44.61 | |
Civitas Solutions | 0.2 | $35M | 1.9M | 18.45 | |
Grand Canyon Education (LOPE) | 0.2 | $35M | 380k | 90.82 | |
Maximus (MMS) | 0.2 | $34M | 531k | 64.50 | |
Amedisys (AMED) | 0.2 | $35M | 620k | 55.96 | |
Universal Display Corporation (OLED) | 0.2 | $35M | 270k | 128.85 | |
Nice Systems (NICE) | 0.2 | $35M | 428k | 81.31 | |
National Instruments | 0.2 | $34M | 801k | 42.17 | |
Tesaro | 0.2 | $34M | 263k | 129.10 | |
Science App Int'l (SAIC) | 0.2 | $34M | 504k | 66.85 | |
Pra Health Sciences | 0.2 | $35M | 453k | 76.17 | |
Performance Food (PFGC) | 0.2 | $34M | 1.2M | 28.25 | |
Hilton Grand Vacations (HGV) | 0.2 | $35M | 900k | 38.63 | |
Hamilton Lane Inc Common (HLNE) | 0.2 | $35M | 1.3M | 26.85 | |
Amerisafe (AMSF) | 0.2 | $29M | 506k | 58.20 | |
Dbv Technologies S A | 0.2 | $30M | 710k | 42.44 | |
Asbury Automotive (ABG) | 0.2 | $28M | 464k | 61.10 | |
A. O. Smith Corporation (AOS) | 0.2 | $28M | 470k | 59.43 | |
Watts Water Technologies (WTS) | 0.2 | $28M | 406k | 69.20 | |
New Relic | 0.2 | $28M | 568k | 49.80 | |
Dave & Buster's Entertainmnt (PLAY) | 0.2 | $28M | 541k | 52.48 | |
Evolent Health (EVH) | 0.2 | $28M | 1.6M | 17.80 | |
Wideopenwest (WOW) | 0.2 | $28M | 1.8M | 15.08 | |
Cision | 0.2 | $28M | 2.2M | 13.02 | |
Acxiom Corporation | 0.2 | $27M | 1.1M | 24.64 | |
Dun & Bradstreet Corporation | 0.2 | $27M | 230k | 116.41 | |
Cognex Corporation (CGNX) | 0.2 | $27M | 240k | 110.28 | |
Lithia Motors (LAD) | 0.2 | $27M | 224k | 120.31 | |
Nic | 0.2 | $28M | 1.6M | 17.15 | |
Blackline (BL) | 0.2 | $27M | 776k | 34.12 | |
Laureate Education Inc cl a (LAUR) | 0.2 | $26M | 1.8M | 14.55 | |
Elbit Systems (ESLT) | 0.2 | $25M | 169k | 147.08 | |
Viad (VVI) | 0.2 | $25M | 406k | 60.90 | |
Woodward Governor Company (WWD) | 0.2 | $25M | 320k | 77.61 | |
Mednax (MD) | 0.2 | $25M | 574k | 43.12 | |
Fcb Financial Holdings-cl A | 0.2 | $25M | 524k | 48.30 | |
Aptar (ATR) | 0.2 | $24M | 278k | 86.31 | |
Healthequity (HQY) | 0.2 | $24M | 483k | 50.58 | |
Strayer Education | 0.1 | $23M | 261k | 87.27 | |
Landstar System (LSTR) | 0.1 | $23M | 229k | 99.65 | |
Columbia Sportswear Company (COLM) | 0.1 | $23M | 370k | 61.58 | |
Core-Mark Holding Company | 0.1 | $23M | 715k | 32.14 | |
Huron Consulting (HURN) | 0.1 | $22M | 644k | 34.30 | |
Achaogen | 0.1 | $22M | 1.4M | 15.95 | |
Cadence Bancorporation cl a | 0.1 | $22M | 976k | 22.92 | |
FARO Technologies (FARO) | 0.1 | $21M | 549k | 38.25 | |
Old Dominion Freight Line (ODFL) | 0.1 | $21M | 191k | 110.11 | |
Sarepta Therapeutics (SRPT) | 0.1 | $22M | 475k | 45.36 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $20M | 438k | 46.40 | |
Keane | 0.1 | $22M | 1.3M | 16.68 | |
Equifax (EFX) | 0.1 | $19M | 176k | 105.99 | |
NCR Corporation (VYX) | 0.1 | $19M | 500k | 37.52 | |
Aspen Technology | 0.1 | $20M | 315k | 62.81 | |
Lyon William Homes cl a | 0.1 | $20M | 873k | 22.99 | |
Double Eagle Acquisition Cor | 0.1 | $20M | 2.0M | 10.10 | |
Avexis | 0.1 | $20M | 206k | 96.73 | |
Coherent | 0.1 | $17M | 71k | 235.17 | |
Carbonite | 0.1 | $16M | 726k | 22.00 | |
Surgery Partners (SGRY) | 0.1 | $16M | 1.5M | 10.35 | |
American Renal Associates Ho | 0.1 | $17M | 1.1M | 14.97 | |
Apple (AAPL) | 0.1 | $15M | 94k | 154.12 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $14M | 15k | 959.12 | |
Wildhorse Resource Dev Corp | 0.1 | $14M | 1.1M | 13.32 | |
Aquaventure Holdings | 0.1 | $14M | 1.0M | 13.50 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $13M | 70k | 178.96 | |
Cotiviti Hldgs | 0.1 | $12M | 331k | 35.98 | |
Microsoft Corporation (MSFT) | 0.1 | $8.2M | 111k | 74.49 | |
Visa (V) | 0.1 | $8.9M | 84k | 105.24 | |
Facebook Inc cl a (META) | 0.1 | $9.5M | 56k | 170.88 | |
Daseke | 0.1 | $9.4M | 721k | 13.05 | |
Exela Technologi | 0.1 | $9.3M | 1.9M | 4.90 | |
Sienna Biopharmaceuticals (SNNAQ) | 0.1 | $8.6M | 385k | 22.25 | |
Comcast Corporation (CMCSA) | 0.1 | $7.6M | 199k | 38.48 | |
RealPage | 0.1 | $7.6M | 190k | 39.90 | |
Reis | 0.1 | $6.8M | 378k | 18.00 | |
Charles Schwab Corporation (SCHW) | 0.0 | $5.4M | 122k | 43.74 | |
Home Depot (HD) | 0.0 | $5.7M | 35k | 163.57 | |
CIGNA Corporation | 0.0 | $6.2M | 33k | 186.93 | |
Amazon (AMZN) | 0.0 | $5.7M | 5.9k | 961.28 | |
Intercontinental Exchange (ICE) | 0.0 | $6.4M | 93k | 68.70 | |
Cardinal Health (CAH) | 0.0 | $4.2M | 64k | 66.93 | |
Xilinx | 0.0 | $4.5M | 63k | 70.84 | |
Allergan | 0.0 | $3.9M | 19k | 204.93 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $2.5M | 17k | 149.16 | |
AstraZeneca (AZN) | 0.0 | $2.6M | 76k | 33.89 | |
Netflix (NFLX) | 0.0 | $2.6M | 15k | 181.35 | |
Intuit (INTU) | 0.0 | $3.2M | 23k | 142.16 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $1.3M | 11k | 113.19 | |
Telecom Argentina (TEO) | 0.0 | $59k | 1.9k | 31.05 | |
Grupo Supervielle S A (SUPV) | 0.0 | $136k | 5.5k | 24.73 |