TimesSquare Capital Management as of Dec. 31, 2019
Portfolio Holdings for TimesSquare Capital Management
TimesSquare Capital Management holds 217 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Global Payments (GPN) | 1.9 | $218M | 1.2M | 182.56 | |
Cbre Group Inc Cl A (CBRE) | 1.8 | $206M | 3.4M | 61.29 | |
Transunion (TRU) | 1.7 | $195M | 2.3M | 85.61 | |
Booz Allen Hamilton Holding Corporation (BAH) | 1.6 | $173M | 2.4M | 71.13 | |
Progressive Corporation (PGR) | 1.4 | $158M | 2.2M | 72.39 | |
Paylocity Holding Corporation (PCTY) | 1.4 | $153M | 1.3M | 120.82 | |
Wright Express (WEX) | 1.2 | $136M | 649k | 209.46 | |
Charles River Laboratories (CRL) | 1.1 | $121M | 794k | 152.76 | |
Appollo Global Mgmt Inc Cl A | 1.0 | $117M | 2.5M | 47.71 | |
J Global (ZD) | 1.0 | $115M | 1.2M | 93.71 | |
Avalara | 1.0 | $114M | 1.6M | 73.25 | |
RPM International (RPM) | 1.0 | $111M | 1.4M | 76.76 | |
WNS | 1.0 | $111M | 1.7M | 66.15 | |
Waste Connections (WCN) | 1.0 | $111M | 1.2M | 90.79 | |
Littelfuse (LFUS) | 1.0 | $108M | 567k | 191.30 | |
FleetCor Technologies | 1.0 | $108M | 376k | 287.72 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.9 | $106M | 482k | 218.95 | |
Bwx Technologies (BWXT) | 0.9 | $106M | 1.7M | 62.08 | |
Envestnet (ENV) | 0.9 | $101M | 1.4M | 69.63 | |
Sba Communications Corp (SBAC) | 0.9 | $100M | 415k | 240.99 | |
Entegris (ENTG) | 0.9 | $99M | 2.0M | 50.09 | |
Marvell Technology Group | 0.9 | $98M | 3.7M | 26.56 | |
Q2 Holdings (QTWO) | 0.9 | $98M | 1.2M | 81.08 | |
Trinet (TNET) | 0.8 | $95M | 1.7M | 56.61 | |
Gartner (IT) | 0.8 | $94M | 612k | 154.10 | |
National Vision Hldgs (EYE) | 0.8 | $95M | 2.9M | 32.43 | |
Zynga | 0.8 | $90M | 15M | 6.12 | |
Strategic Education (STRA) | 0.8 | $90M | 563k | 158.90 | |
CoStar (CSGP) | 0.8 | $89M | 149k | 598.30 | |
Zendesk | 0.8 | $89M | 1.2M | 76.63 | |
Centene Corporation (CNC) | 0.8 | $86M | 1.4M | 62.87 | |
Five Below (FIVE) | 0.8 | $85M | 664k | 127.86 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.8 | $84M | 1.4M | 61.47 | |
Tyler Technologies (TYL) | 0.8 | $84M | 280k | 300.02 | |
Catalent (CTLT) | 0.8 | $85M | 1.5M | 56.30 | |
Coupa Software | 0.8 | $85M | 578k | 146.25 | |
Lam Research Corporation (LRCX) | 0.7 | $82M | 281k | 292.40 | |
ACI Worldwide (ACIW) | 0.7 | $81M | 2.1M | 37.89 | |
O'reilly Automotive (ORLY) | 0.7 | $79M | 181k | 438.26 | |
Rexnord | 0.7 | $79M | 2.4M | 32.62 | |
Tandem Diabetes Care (TNDM) | 0.7 | $78M | 1.3M | 59.61 | |
Clean Harbors (CLH) | 0.7 | $77M | 892k | 85.75 | |
Blueprint Medicines (BPMC) | 0.7 | $77M | 957k | 80.11 | |
Hexcel Corporation (HXL) | 0.7 | $75M | 1.0M | 73.31 | |
Brunswick Corporation (BC) | 0.7 | $75M | 1.2M | 59.98 | |
Evercore Partners (EVR) | 0.7 | $75M | 996k | 74.76 | |
MKS Instruments (MKSI) | 0.7 | $74M | 676k | 110.01 | |
Chemed Corp Com Stk (CHE) | 0.7 | $74M | 168k | 439.26 | |
Domino's Pizza (DPZ) | 0.7 | $73M | 249k | 293.78 | |
Amdocs Ltd ord (DOX) | 0.7 | $73M | 1.0M | 72.19 | |
Addus Homecare Corp (ADUS) | 0.7 | $73M | 754k | 97.22 | |
Bj's Wholesale Club Holdings (BJ) | 0.7 | $73M | 3.2M | 22.74 | |
Lamb Weston Hldgs (LW) | 0.6 | $70M | 818k | 86.03 | |
Chegg (CHGG) | 0.6 | $69M | 1.8M | 37.91 | |
Burlington Stores (BURL) | 0.6 | $70M | 305k | 228.03 | |
Altice Usa Inc cl a (ATUS) | 0.6 | $70M | 2.5M | 27.34 | |
Renaissance Re Holdings Ltd Cmn (RNR) | 0.6 | $68M | 347k | 196.02 | |
Proto Labs (PRLB) | 0.6 | $67M | 663k | 101.55 | |
NuVasive | 0.6 | $66M | 856k | 77.34 | |
Focus Finl Partners | 0.6 | $66M | 2.2M | 29.47 | |
SVB Financial (SIVBQ) | 0.6 | $65M | 258k | 251.04 | |
Copart (CPRT) | 0.6 | $64M | 708k | 90.94 | |
Monolithic Power Systems (MPWR) | 0.6 | $64M | 362k | 178.02 | |
Emcor (EME) | 0.6 | $63M | 727k | 86.30 | |
Grand Canyon Education (LOPE) | 0.6 | $63M | 660k | 95.79 | |
Dolby Laboratories (DLB) | 0.6 | $63M | 921k | 68.80 | |
Kennedy-Wilson Holdings (KW) | 0.6 | $63M | 2.8M | 22.30 | |
Genpact (G) | 0.6 | $63M | 1.5M | 42.17 | |
Hamilton Lane Inc Common (HLNE) | 0.6 | $63M | 1.1M | 59.60 | |
Monro Muffler Brake (MNRO) | 0.6 | $62M | 796k | 78.20 | |
Ryanair Holdings (RYAAY) | 0.6 | $62M | 707k | 87.61 | |
Willis Towers Watson (WTW) | 0.6 | $62M | 308k | 201.94 | |
Cushman Wakefield (CWK) | 0.6 | $62M | 3.0M | 20.44 | |
Cintas Corporation (CTAS) | 0.5 | $61M | 227k | 269.08 | |
Ss&c Technologies Holding (SSNC) | 0.5 | $60M | 984k | 61.40 | |
Ihs Markit | 0.5 | $61M | 810k | 75.35 | |
On Assignment (ASGN) | 0.5 | $61M | 857k | 70.97 | |
L3harris Technologies (LHX) | 0.5 | $60M | 304k | 197.87 | |
Broadridge Financial Solutions (BR) | 0.5 | $59M | 479k | 123.54 | |
Bright Horizons Fam Sol In D (BFAM) | 0.5 | $60M | 397k | 150.29 | |
Acceleron Pharma | 0.5 | $60M | 1.1M | 53.02 | |
Healthequity (HQY) | 0.5 | $60M | 808k | 74.07 | |
Elastic N V ord (ESTC) | 0.5 | $60M | 926k | 64.30 | |
Jack Henry & Associates (JKHY) | 0.5 | $58M | 400k | 145.67 | |
Albany International (AIN) | 0.5 | $57M | 756k | 75.92 | |
Rockwell Automation (ROK) | 0.5 | $57M | 283k | 202.67 | |
ExlService Holdings (EXLS) | 0.5 | $58M | 831k | 69.46 | |
Floor & Decor Hldgs Inc cl a (FND) | 0.5 | $57M | 1.1M | 50.81 | |
Encompass Health Corp (EHC) | 0.5 | $57M | 820k | 69.27 | |
Assured Guaranty (AGO) | 0.5 | $56M | 1.1M | 49.02 | |
Delphi Automotive Inc international (APTV) | 0.5 | $55M | 579k | 94.97 | |
IAC/InterActive | 0.5 | $54M | 215k | 249.11 | |
Ametek (AME) | 0.5 | $54M | 538k | 99.74 | |
Martin Marietta Materials (MLM) | 0.5 | $53M | 190k | 279.64 | |
Microchip Technology (MCHP) | 0.5 | $53M | 509k | 104.72 | |
Rogers Corporation (ROG) | 0.5 | $53M | 423k | 124.73 | |
Hilton Grand Vacations (HGV) | 0.5 | $52M | 1.5M | 34.39 | |
Tractor Supply Company (TSCO) | 0.5 | $50M | 535k | 93.44 | |
Verisk Analytics (VRSK) | 0.5 | $50M | 335k | 149.34 | |
Evo Pmts Inc cl a | 0.4 | $50M | 1.9M | 26.41 | |
Chewy Inc cl a (CHWY) | 0.4 | $49M | 1.7M | 29.00 | |
RealPage | 0.4 | $48M | 895k | 53.75 | |
Bluebird Bio (BLUE) | 0.4 | $48M | 551k | 87.75 | |
Irhythm Technologies (IRTC) | 0.4 | $48M | 704k | 68.09 | |
Sailpoint Technlgies Hldgs I | 0.4 | $48M | 2.1M | 23.60 | |
Smartsheet (SMAR) | 0.4 | $48M | 1.1M | 44.92 | |
Cyberark Software (CYBR) | 0.4 | $47M | 402k | 116.58 | |
Atlassian Corp Plc cl a | 0.4 | $47M | 388k | 120.34 | |
Shenandoah Telecommunications Company (SHEN) | 0.4 | $46M | 1.1M | 41.61 | |
Houlihan Lokey Inc cl a (HLI) | 0.4 | $46M | 932k | 48.87 | |
TransDigm Group Incorporated (TDG) | 0.4 | $45M | 80k | 560.01 | |
Morphosys (MOR) | 0.4 | $45M | 1.3M | 35.67 | |
Parsons Corporation (PSN) | 0.4 | $45M | 1.1M | 41.28 | |
Adaptive Biotechnologies Cor (ADPT) | 0.4 | $45M | 1.5M | 29.92 | |
Lululemon Athletica (LULU) | 0.4 | $44M | 188k | 231.67 | |
Exponent (EXPO) | 0.4 | $44M | 635k | 69.01 | |
Performance Food (PFGC) | 0.4 | $42M | 822k | 51.48 | |
Innovative Industria A (IIPR) | 0.4 | $43M | 560k | 75.87 | |
Pluralsight Inc Cl A | 0.4 | $43M | 2.5M | 17.21 | |
Callaway Golf Company (MODG) | 0.4 | $41M | 1.9M | 21.20 | |
Bottomline Technologies | 0.4 | $41M | 766k | 53.60 | |
Hudson | 0.4 | $42M | 2.7M | 15.34 | |
Simply Good Foods (SMPL) | 0.4 | $40M | 1.4M | 28.54 | |
Amphenol Corporation (APH) | 0.3 | $39M | 364k | 108.23 | |
Servicemaster Global | 0.3 | $40M | 1.0M | 38.66 | |
Sage Therapeutics (SAGE) | 0.3 | $40M | 550k | 72.19 | |
Inspire Med Sys (INSP) | 0.3 | $39M | 528k | 74.21 | |
Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.3 | $39M | 2.3M | 16.84 | |
Silk Road Medical Inc Common | 0.3 | $39M | 973k | 40.38 | |
CIRCOR International | 0.3 | $38M | 828k | 46.24 | |
Matador Resources (MTDR) | 0.3 | $38M | 2.1M | 17.97 | |
Cogent Communications (CCOI) | 0.3 | $37M | 569k | 65.81 | |
Viad (VVI) | 0.3 | $37M | 546k | 67.50 | |
New Relic | 0.3 | $37M | 559k | 65.71 | |
Steris Plc Ord equities (STE) | 0.3 | $37M | 242k | 152.42 | |
Zebra Technologies (ZBRA) | 0.3 | $36M | 140k | 255.44 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.3 | $36M | 546k | 65.31 | |
Willscot Corp | 0.3 | $36M | 2.0M | 18.49 | |
Pinterest Inc Cl A (PINS) | 0.3 | $36M | 1.9M | 18.64 | |
Cabot Microelectronics Corporation | 0.3 | $34M | 238k | 144.32 | |
Casella Waste Systems (CWST) | 0.3 | $35M | 763k | 46.03 | |
2u | 0.3 | $35M | 1.4M | 23.99 | |
Novocure Ltd ord (NVCR) | 0.3 | $35M | 412k | 84.27 | |
I3 Verticals (IIIV) | 0.3 | $35M | 1.2M | 28.25 | |
Instructure | 0.3 | $32M | 671k | 48.21 | |
STAAR Surgical Company (STAA) | 0.3 | $31M | 882k | 35.17 | |
PolyOne Corporation | 0.3 | $31M | 839k | 36.79 | |
LHC | 0.3 | $32M | 229k | 137.76 | |
Cactus Inc - A (WHD) | 0.3 | $31M | 906k | 34.32 | |
Ptc Therapeutics I (PTCT) | 0.3 | $30M | 627k | 48.03 | |
Colliers International Group sub vtg (CIGI) | 0.3 | $30M | 388k | 77.97 | |
Rosetta Stone | 0.3 | $29M | 1.6M | 18.14 | |
Best | 0.3 | $29M | 5.3M | 5.56 | |
Apergy Corp | 0.3 | $29M | 854k | 33.78 | |
Phreesia (PHR) | 0.3 | $29M | 1.1M | 26.64 | |
Axon Enterprise (AXON) | 0.2 | $29M | 390k | 73.28 | |
Repay Hldgs Corp (RPAY) | 0.2 | $28M | 1.9M | 14.65 | |
Pool Corporation (POOL) | 0.2 | $27M | 128k | 212.38 | |
Gra (GGG) | 0.2 | $27M | 517k | 52.00 | |
Boston Beer Company (SAM) | 0.2 | $27M | 73k | 377.85 | |
Imax Corp Cad (IMAX) | 0.2 | $27M | 1.3M | 20.43 | |
eHealth (EHTH) | 0.2 | $26M | 274k | 96.08 | |
Pegasystems (PEGA) | 0.2 | $26M | 322k | 79.65 | |
Scotts Miracle-Gro Company (SMG) | 0.2 | $26M | 241k | 106.18 | |
WisdomTree Investments (WT) | 0.2 | $26M | 5.3M | 4.84 | |
Brooks Automation (AZTA) | 0.2 | $25M | 585k | 41.96 | |
Patrick Industries (PATK) | 0.2 | $25M | 477k | 52.43 | |
Pra Health Sciences | 0.2 | $25M | 220k | 111.15 | |
Cryoport Inc Com Par $0 001 (CYRX) | 0.2 | $25M | 1.5M | 16.46 | |
Nanostring Technologies (NSTGQ) | 0.2 | $23M | 817k | 27.82 | |
Malibu Boats (MBUU) | 0.2 | $23M | 554k | 40.95 | |
Deciphera Pharmaceuticals | 0.2 | $22M | 360k | 62.24 | |
RBC Bearings Incorporated (RBC) | 0.2 | $22M | 138k | 158.34 | |
Huya Inc ads rep shs a (HUYA) | 0.2 | $22M | 1.2M | 17.95 | |
Tufin Software Technologies | 0.2 | $21M | 1.2M | 17.59 | |
Woodward Governor Company (WWD) | 0.2 | $20M | 172k | 118.44 | |
Nice Systems (NICE) | 0.2 | $19M | 119k | 155.15 | |
Willdan (WLDN) | 0.2 | $20M | 613k | 31.78 | |
National Storage Affiliates shs ben int (NSA) | 0.2 | $19M | 572k | 33.62 | |
Itt (ITT) | 0.2 | $20M | 264k | 73.91 | |
Nlight (LASR) | 0.2 | $19M | 944k | 20.28 | |
Argenx Se (ARGX) | 0.2 | $18M | 111k | 160.52 | |
Knight Swift Transn Hldgs (KNX) | 0.2 | $18M | 499k | 35.84 | |
Quotient | 0.1 | $17M | 1.8M | 9.51 | |
Bridgebio Pharma (BBIO) | 0.1 | $17M | 496k | 35.05 | |
Lincoln Electric Holdings (LECO) | 0.1 | $16M | 160k | 96.73 | |
Aptar (ATR) | 0.1 | $15M | 130k | 115.62 | |
Signature Bank (SBNY) | 0.1 | $14M | 100k | 136.61 | |
Talend S A ads | 0.1 | $14M | 359k | 39.11 | |
Medallia | 0.1 | $14M | 450k | 31.11 | |
Global Blood Therapeutics In | 0.1 | $13M | 158k | 79.49 | |
Cognex Corporation (CGNX) | 0.1 | $11M | 201k | 56.04 | |
Amerisafe (AMSF) | 0.1 | $12M | 176k | 66.03 | |
Nordson Corporation (NDSN) | 0.1 | $10M | 63k | 162.85 | |
Select Medical Holdings Corporation (SEM) | 0.1 | $10M | 430k | 23.34 | |
Cision | 0.1 | $10M | 1.0M | 9.97 | |
Datadog Inc Cl A (DDOG) | 0.1 | $9.3M | 245k | 37.78 | |
Priority Technology Hldgs In (PRTH) | 0.1 | $5.5M | 2.3M | 2.45 | |
Realreal (REAL) | 0.0 | $4.4M | 232k | 18.85 | |
South Mountain Merger Unt | 0.0 | $4.9M | 472k | 10.41 | |
Cubesmart (CUBE) | 0.0 | $2.9M | 91k | 31.48 | |
Microsoft Corporation (MSFT) | 0.0 | $980k | 6.2k | 157.68 | |
Amazon (AMZN) | 0.0 | $776k | 420.00 | 1847.62 | |
Facebook Inc cl a (META) | 0.0 | $574k | 2.8k | 205.37 | |
Alphabet Inc Class C cs (GOOG) | 0.0 | $648k | 485.00 | 1336.08 | |
Bill Com Holdings Ord (BILL) | 0.0 | $1.5M | 40k | 38.05 | |
Comcast Corporation (CMCSA) | 0.0 | $266k | 5.9k | 44.93 | |
Home Depot (HD) | 0.0 | $240k | 1.1k | 218.18 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $289k | 875.00 | 330.29 | |
Ross Stores (ROST) | 0.0 | $222k | 1.9k | 116.23 | |
Qualcomm (QCOM) | 0.0 | $240k | 2.7k | 88.24 | |
Visa (V) | 0.0 | $543k | 2.9k | 187.89 | |
salesforce (CRM) | 0.0 | $360k | 2.2k | 162.53 | |
Intuit (INTU) | 0.0 | $427k | 1.6k | 261.96 | |
Hca Holdings (HCA) | 0.0 | $287k | 1.9k | 147.94 | |
Paypal Holdings (PYPL) | 0.0 | $392k | 3.6k | 108.29 | |
China Index Holdings | 0.0 | $66k | 18k | 3.67 |