TimesSquare Capital Management as of Dec. 31, 2017
Portfolio Holdings for TimesSquare Capital Management
TimesSquare Capital Management holds 243 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Global Payments (GPN) | 2.0 | $305M | 3.0M | 100.24 | |
Gartner (IT) | 1.9 | $290M | 2.4M | 123.15 | |
Progressive Corporation (PGR) | 1.7 | $256M | 4.5M | 56.32 | |
Sba Communications Corp (SBAC) | 1.7 | $255M | 1.6M | 163.36 | |
Wright Express (WEX) | 1.5 | $227M | 1.6M | 141.23 | |
Booz Allen Hamilton Holding Corporation (BAH) | 1.5 | $225M | 5.9M | 38.13 | |
Bright Horizons Fam Sol In D (BFAM) | 1.3 | $197M | 2.1M | 94.00 | |
CoStar (CSGP) | 1.3 | $195M | 658k | 296.95 | |
Neurocrine Biosciences (NBIX) | 1.2 | $184M | 2.4M | 77.59 | |
Transunion (TRU) | 1.2 | $182M | 3.3M | 54.96 | |
Wageworks | 1.2 | $179M | 2.9M | 62.00 | |
FleetCor Technologies | 1.1 | $161M | 835k | 192.43 | |
L3 Technologies | 1.1 | $159M | 805k | 197.85 | |
Dollar Tree (DLTR) | 1.0 | $157M | 1.5M | 107.31 | |
Cbre Group Inc Cl A (CBRE) | 1.0 | $155M | 3.6M | 43.31 | |
Nordson Corporation (NDSN) | 1.0 | $152M | 1.0M | 146.40 | |
Bio-Rad Laboratories (BIO) | 0.9 | $145M | 608k | 238.67 | |
Renaissance Re Holdings Ltd Cmn (RNR) | 0.9 | $143M | 1.1M | 125.59 | |
Tyler Technologies (TYL) | 0.9 | $144M | 811k | 177.05 | |
Alliance Data Systems Corporation (BFH) | 0.9 | $142M | 561k | 253.48 | |
Bwx Technologies (BWXT) | 0.9 | $142M | 2.3M | 60.49 | |
J Global (ZD) | 0.9 | $140M | 1.9M | 75.03 | |
Martin Marietta Materials (MLM) | 0.9 | $139M | 629k | 221.04 | |
Brunswick Corporation (BC) | 0.9 | $136M | 2.5M | 55.22 | |
Genesee & Wyoming | 0.9 | $135M | 1.7M | 78.73 | |
Waste Connections (WCN) | 0.9 | $131M | 1.8M | 70.94 | |
Apollo Global Management 'a' | 0.8 | $128M | 3.8M | 33.47 | |
Beacon Roofing Supply (BECN) | 0.8 | $125M | 2.0M | 63.76 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.8 | $124M | 2.3M | 52.61 | |
Signature Bank (SBNY) | 0.8 | $121M | 878k | 137.26 | |
Amdocs Ltd ord (DOX) | 0.8 | $120M | 1.8M | 65.48 | |
Leggett & Platt (LEG) | 0.8 | $119M | 2.5M | 47.73 | |
Scotts Miracle-Gro Company (SMG) | 0.8 | $117M | 1.1M | 106.99 | |
O'reilly Automotive (ORLY) | 0.8 | $117M | 485k | 240.54 | |
DaVita (DVA) | 0.8 | $115M | 1.6M | 72.25 | |
Dolby Laboratories (DLB) | 0.7 | $111M | 1.8M | 62.00 | |
Verisk Analytics (VRSK) | 0.7 | $109M | 1.1M | 96.00 | |
Ryanair Holdings (RYAAY) | 0.7 | $109M | 1.0M | 104.19 | |
ProAssurance Corporation (PRA) | 0.7 | $108M | 1.9M | 57.15 | |
Allegiant Travel Company (ALGT) | 0.7 | $107M | 690k | 154.75 | |
Servicemaster Global | 0.7 | $107M | 2.1M | 51.27 | |
Coherent | 0.7 | $105M | 372k | 282.22 | |
WisdomTree Investments (WT) | 0.7 | $106M | 8.4M | 12.55 | |
On Assignment | 0.7 | $102M | 1.6M | 64.27 | |
Charles River Laboratories (CRL) | 0.7 | $100M | 916k | 109.45 | |
Ultimate Software | 0.7 | $100M | 459k | 218.23 | |
Ecolab (ECL) | 0.7 | $99M | 736k | 134.18 | |
Clean Harbors (CLH) | 0.6 | $97M | 1.8M | 54.20 | |
Concho Resources | 0.6 | $98M | 649k | 150.22 | |
S&p Global (SPGI) | 0.6 | $97M | 572k | 169.40 | |
Vantiv Inc Cl A | 0.6 | $96M | 1.5M | 65.57 | |
Atlassian Corp Plc cl a | 0.6 | $96M | 2.1M | 45.52 | |
MKS Instruments (MKSI) | 0.6 | $94M | 997k | 94.50 | |
Watsco, Incorporated (WSO) | 0.6 | $92M | 540k | 170.04 | |
Repligen Corporation (RGEN) | 0.6 | $91M | 2.5M | 36.28 | |
TransDigm Group Incorporated (TDG) | 0.6 | $89M | 325k | 274.62 | |
International Game Technology (IGT) | 0.6 | $90M | 3.4M | 26.51 | |
Assured Guaranty (AGO) | 0.6 | $88M | 2.6M | 33.87 | |
Ametek (AME) | 0.6 | $88M | 1.2M | 72.47 | |
Floor & Decor Hldgs Inc cl a (FND) | 0.6 | $88M | 1.8M | 48.68 | |
Marvell Technology Group | 0.6 | $88M | 4.1M | 21.47 | |
Ross Stores (ROST) | 0.6 | $85M | 1.1M | 80.25 | |
Premier (PINC) | 0.6 | $85M | 2.9M | 29.19 | |
Fidelity National Information Services (FIS) | 0.6 | $83M | 883k | 94.09 | |
International Flavors & Fragrances (IFF) | 0.6 | $84M | 550k | 152.61 | |
WABCO Holdings | 0.6 | $85M | 589k | 143.50 | |
Amphenol Corporation (APH) | 0.6 | $83M | 950k | 87.80 | |
Blueprint Medicines (BPMC) | 0.6 | $83M | 1.1M | 75.41 | |
Red Hat | 0.5 | $82M | 681k | 120.10 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $78M | 517k | 149.86 | |
Nielsen Hldgs Plc Shs Eur | 0.5 | $77M | 2.1M | 36.40 | |
TD Ameritrade Holding | 0.5 | $76M | 1.5M | 51.13 | |
Electronic Arts (EA) | 0.5 | $77M | 728k | 105.06 | |
Centene Corporation (CNC) | 0.5 | $77M | 762k | 100.88 | |
Microchip Technology (MCHP) | 0.5 | $74M | 845k | 87.88 | |
Agilent Technologies Inc C ommon (A) | 0.5 | $73M | 1.1M | 66.97 | |
Littelfuse (LFUS) | 0.5 | $73M | 369k | 197.82 | |
J.B. Hunt Transport Services (JBHT) | 0.5 | $72M | 622k | 114.98 | |
Pool Corporation (POOL) | 0.5 | $72M | 554k | 129.65 | |
Tesaro | 0.5 | $71M | 857k | 82.87 | |
Broadridge Financial Solutions (BR) | 0.5 | $71M | 779k | 90.58 | |
RPM International (RPM) | 0.5 | $71M | 1.4M | 52.42 | |
Albany International (AIN) | 0.5 | $68M | 1.1M | 61.45 | |
2u | 0.5 | $69M | 1.1M | 64.51 | |
Axis Capital Holdings (AXS) | 0.4 | $67M | 1.3M | 50.26 | |
Cable One (CABO) | 0.4 | $67M | 96k | 703.35 | |
Jack Henry & Associates (JKHY) | 0.4 | $64M | 549k | 116.96 | |
Matador Resources (MTDR) | 0.4 | $64M | 2.1M | 31.13 | |
ACI Worldwide (ACIW) | 0.4 | $62M | 2.7M | 22.67 | |
Kennedy-Wilson Holdings (KW) | 0.4 | $63M | 3.6M | 17.35 | |
Paycom Software (PAYC) | 0.4 | $63M | 779k | 80.33 | |
Lincoln Electric Holdings (LECO) | 0.4 | $61M | 668k | 91.58 | |
Hexcel Corporation (HXL) | 0.4 | $61M | 991k | 61.85 | |
McCormick & Company, Incorporated (MKC) | 0.4 | $61M | 600k | 101.91 | |
Imax Corp Cad (IMAX) | 0.4 | $61M | 2.6M | 23.15 | |
ExlService Holdings (EXLS) | 0.4 | $61M | 1.0M | 60.35 | |
Mgp Ingredients Inc Common Sto (MGPI) | 0.4 | $61M | 792k | 76.88 | |
National Vision Hldgs (EYE) | 0.4 | $60M | 1.5M | 40.61 | |
Q2 Holdings (QTWO) | 0.4 | $60M | 1.6M | 36.85 | |
Radius Health | 0.4 | $60M | 1.9M | 31.77 | |
Copart (CPRT) | 0.4 | $58M | 1.3M | 43.19 | |
Carlisle Companies (CSL) | 0.4 | $58M | 514k | 113.65 | |
WNS | 0.4 | $58M | 1.5M | 40.13 | |
Universal Display Corporation (OLED) | 0.4 | $58M | 335k | 172.65 | |
Open Text Corp (OTEX) | 0.4 | $57M | 1.6M | 35.67 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $57M | 254k | 223.66 | |
Zayo Group Hldgs | 0.4 | $57M | 1.5M | 36.80 | |
Emcor (EME) | 0.4 | $54M | 666k | 81.75 | |
Monro Muffler Brake (MNRO) | 0.4 | $56M | 974k | 56.95 | |
PacWest Ban | 0.4 | $54M | 1.1M | 50.40 | |
Papa John's Int'l (PZZA) | 0.3 | $54M | 958k | 56.11 | |
Paylocity Holding Corporation (PCTY) | 0.3 | $53M | 1.1M | 47.16 | |
Milacron Holdings | 0.3 | $54M | 2.8M | 19.14 | |
Domino's Pizza (DPZ) | 0.3 | $52M | 277k | 188.96 | |
Microsemi Corporation | 0.3 | $52M | 1.0M | 51.65 | |
Chegg (CHGG) | 0.3 | $51M | 3.1M | 16.32 | |
Trinet (TNET) | 0.3 | $50M | 1.1M | 44.34 | |
Strayer Education | 0.3 | $49M | 550k | 89.58 | |
Middleby Corporation (MIDD) | 0.3 | $49M | 365k | 134.95 | |
Summit Matls Inc cl a (SUM) | 0.3 | $49M | 1.6M | 31.44 | |
Allscripts Healthcare Solutions (MDRX) | 0.3 | $48M | 3.3M | 14.55 | |
Shenandoah Telecommunications Company (SHEN) | 0.3 | $46M | 1.4M | 33.80 | |
Commscope Hldg (COMM) | 0.3 | $45M | 1.2M | 37.83 | |
K2m Group Holdings | 0.3 | $46M | 2.5M | 18.00 | |
Bio-techne Corporation (TECH) | 0.3 | $45M | 348k | 129.55 | |
Fair Isaac Corporation (FICO) | 0.3 | $43M | 282k | 153.20 | |
Envestnet (ENV) | 0.3 | $43M | 865k | 49.85 | |
Carter's (CRI) | 0.3 | $42M | 355k | 117.49 | |
Pegasystems (PEGA) | 0.3 | $42M | 882k | 47.15 | |
Healthcare Services (HCSG) | 0.3 | $41M | 780k | 52.72 | |
UniFirst Corporation (UNF) | 0.3 | $41M | 251k | 164.90 | |
Inogen (INGN) | 0.3 | $42M | 349k | 119.08 | |
Cloudera | 0.3 | $41M | 2.5M | 16.52 | |
Exponent (EXPO) | 0.3 | $40M | 555k | 71.10 | |
Nice Systems (NICE) | 0.3 | $39M | 429k | 91.91 | |
Healthsouth | 0.3 | $39M | 790k | 49.41 | |
iShares Russell 2000 Growth Index (IWO) | 0.3 | $40M | 215k | 186.70 | |
Axalta Coating Sys (AXTA) | 0.3 | $40M | 1.2M | 32.36 | |
Hilton Grand Vacations (HGV) | 0.3 | $40M | 961k | 41.95 | |
Rexnord | 0.2 | $39M | 1.5M | 26.02 | |
Itt (ITT) | 0.2 | $38M | 717k | 53.37 | |
Talend S A ads | 0.2 | $37M | 997k | 37.48 | |
Irhythm Technologies (IRTC) | 0.2 | $37M | 667k | 56.05 | |
Mulesoft Inc cl a | 0.2 | $38M | 1.6M | 23.26 | |
Cadence Bancorporation cl a | 0.2 | $38M | 1.4M | 27.12 | |
ICF International (ICFI) | 0.2 | $37M | 697k | 52.50 | |
Blackhawk Network Hldgs Inc cl a | 0.2 | $36M | 1.0M | 35.65 | |
Science App Int'l (SAIC) | 0.2 | $36M | 468k | 76.57 | |
New Relic | 0.2 | $36M | 625k | 57.77 | |
Performance Food (PFGC) | 0.2 | $36M | 1.1M | 33.10 | |
Elf Beauty (ELF) | 0.2 | $36M | 1.6M | 22.31 | |
Viad (VVI) | 0.2 | $35M | 627k | 55.40 | |
Inc Resh Hldgs Inc cl a | 0.2 | $35M | 797k | 43.60 | |
Pra Health Sciences | 0.2 | $36M | 392k | 91.07 | |
Hamilton Lane Inc Common (HLNE) | 0.2 | $35M | 999k | 35.39 | |
PolyOne Corporation | 0.2 | $33M | 766k | 43.50 | |
Acxiom Corporation | 0.2 | $32M | 1.2M | 27.56 | |
Core Laboratories | 0.2 | $32M | 292k | 109.55 | |
Maximus (MMS) | 0.2 | $32M | 441k | 71.58 | |
Cogent Communications (CCOI) | 0.2 | $32M | 696k | 45.30 | |
National Instruments | 0.2 | $33M | 781k | 41.63 | |
Mednax (MD) | 0.2 | $30M | 566k | 53.44 | |
RealPage | 0.2 | $31M | 695k | 44.30 | |
Cornerstone Ondemand | 0.2 | $31M | 874k | 35.33 | |
Civitas Solutions | 0.2 | $30M | 1.8M | 17.10 | |
Healthequity (HQY) | 0.2 | $30M | 645k | 46.66 | |
Planet Fitness Inc-cl A (PLNT) | 0.2 | $31M | 892k | 34.63 | |
RBC Bearings Incorporated (RBC) | 0.2 | $30M | 234k | 126.40 | |
Watts Water Technologies (WTS) | 0.2 | $29M | 388k | 75.95 | |
Guidewire Software (GWRE) | 0.2 | $29M | 394k | 74.26 | |
National Storage Affiliates shs ben int (NSA) | 0.2 | $28M | 1.0M | 27.26 | |
Blackline (BL) | 0.2 | $29M | 897k | 32.80 | |
Willscot Corp | 0.2 | $29M | 2.3M | 12.70 | |
Grand Canyon Education (LOPE) | 0.2 | $28M | 308k | 89.53 | |
Sarepta Therapeutics (SRPT) | 0.2 | $27M | 491k | 55.64 | |
Cision | 0.2 | $27M | 2.3M | 11.87 | |
Knight Swift Transn Hldgs (KNX) | 0.2 | $27M | 617k | 43.72 | |
HFF | 0.2 | $25M | 522k | 48.64 | |
Amedisys (AMED) | 0.2 | $25M | 482k | 52.71 | |
Amerisafe (AMSF) | 0.2 | $26M | 413k | 61.60 | |
Huron Consulting (HURN) | 0.2 | $25M | 625k | 40.45 | |
Meta Financial (CASH) | 0.2 | $26M | 279k | 92.65 | |
M/a (MTSI) | 0.2 | $26M | 791k | 32.54 | |
Wayfair (W) | 0.2 | $26M | 320k | 80.27 | |
Instructure | 0.2 | $25M | 769k | 33.10 | |
A. O. Smith Corporation (AOS) | 0.2 | $25M | 408k | 61.28 | |
Heska Corporation | 0.2 | $24M | 297k | 80.21 | |
Cubesmart (CUBE) | 0.2 | $25M | 855k | 28.92 | |
Acadia Healthcare (ACHC) | 0.2 | $24M | 748k | 32.63 | |
Dave & Buster's Entertainmnt (PLAY) | 0.2 | $24M | 436k | 55.17 | |
Avexis | 0.2 | $24M | 220k | 110.67 | |
Solaris Oilfield Infrstr (SEI) | 0.2 | $25M | 1.2M | 21.41 | |
Lithia Motors (LAD) | 0.1 | $23M | 206k | 113.59 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $22M | 419k | 53.25 | |
Landstar System (LSTR) | 0.1 | $21M | 203k | 104.10 | |
Fcb Financial Holdings-cl A | 0.1 | $21M | 419k | 50.80 | |
Atento Sa | 0.1 | $21M | 2.0M | 10.15 | |
Daseke | 0.1 | $22M | 1.5M | 14.29 | |
Exela Technologi | 0.1 | $21M | 4.1M | 5.15 | |
Cognex Corporation (CGNX) | 0.1 | $19M | 318k | 61.16 | |
Columbia Sportswear Company (COLM) | 0.1 | $19M | 270k | 71.88 | |
Old Dominion Freight Line (ODFL) | 0.1 | $19M | 146k | 131.55 | |
Nic | 0.1 | $20M | 1.2M | 16.60 | |
Sunopta (STKL) | 0.1 | $19M | 2.5M | 7.75 | |
Lyon William Homes cl a | 0.1 | $19M | 665k | 29.08 | |
Evolent Health (EVH) | 0.1 | $20M | 1.6M | 12.30 | |
Laureate Education Inc cl a (LAUR) | 0.1 | $20M | 1.5M | 13.56 | |
Aptar (ATR) | 0.1 | $19M | 220k | 86.28 | |
Core-Mark Holding Company | 0.1 | $19M | 591k | 31.58 | |
Elbit Systems (ESLT) | 0.1 | $19M | 140k | 133.29 | |
Woodward Governor Company (WWD) | 0.1 | $18M | 235k | 76.54 | |
American Renal Associates Ho | 0.1 | $18M | 1.1M | 17.40 | |
Wideopenwest (WOW) | 0.1 | $19M | 1.8M | 10.57 | |
Carbonite | 0.1 | $17M | 684k | 25.10 | |
Surgery Partners (SGRY) | 0.1 | $17M | 1.4M | 12.10 | |
Keane | 0.1 | $17M | 904k | 19.01 | |
Apple (AAPL) | 0.1 | $15M | 90k | 169.23 | |
Achaogen | 0.1 | $15M | 1.4M | 10.74 | |
Dbv Technologies S A | 0.1 | $15M | 607k | 24.60 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $15M | 14k | 1046.38 | |
Visa (V) | 0.1 | $12M | 101k | 114.02 | |
Cotiviti Hldgs | 0.1 | $12M | 372k | 32.21 | |
Aquaventure Holdings | 0.1 | $12M | 800k | 15.52 | |
Microsoft Corporation (MSFT) | 0.1 | $9.4M | 110k | 85.54 | |
Facebook Inc cl a (META) | 0.1 | $9.4M | 53k | 176.46 | |
Comcast Corporation (CMCSA) | 0.1 | $8.3M | 208k | 40.05 | |
Amazon (AMZN) | 0.1 | $8.0M | 6.8k | 1169.51 | |
Reis | 0.1 | $7.5M | 364k | 20.65 | |
Charles Schwab Corporation (SCHW) | 0.0 | $6.2M | 121k | 51.37 | |
Home Depot (HD) | 0.0 | $6.3M | 33k | 189.54 | |
CIGNA Corporation | 0.0 | $6.7M | 33k | 203.10 | |
Sienna Biopharmaceuticals (SNNAQ) | 0.0 | $6.7M | 370k | 18.15 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $4.0M | 23k | 175.22 | |
AstraZeneca (AZN) | 0.0 | $3.4M | 99k | 34.70 | |
Netflix (NFLX) | 0.0 | $3.5M | 18k | 191.95 | |
Allergan | 0.0 | $3.1M | 19k | 163.55 | |
Broad | 0.0 | $2.3M | 8.9k | 256.86 | |
Luther Burbank Corp. | 0.0 | $1.5M | 125k | 12.04 | |
IRSA Inversiones Representaciones | 0.0 | $59k | 2.0k | 29.50 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $603k | 5.0k | 120.60 | |
Ishares Inc msci india index (INDA) | 0.0 | $11k | 300.00 | 36.67 | |
Vaneck Vectors Etf Tr india small cap (GLIN) | 0.0 | $14k | 200.00 | 70.00 | |
Grupo Supervielle S A (SUPV) | 0.0 | $88k | 3.0k | 29.33 |