TimesSquare Capital Management as of March 31, 2020
Portfolio Holdings for TimesSquare Capital Management
TimesSquare Capital Management holds 222 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Renaissance Re Holdings Ltd Cmn (RNR) | 2.0 | $170M | 1.1M | 149.32 | |
Progressive Corporation (PGR) | 1.8 | $148M | 2.0M | 73.84 | |
Booz Allen Hamilton Holding Corporation (BAH) | 1.6 | $132M | 1.9M | 68.64 | |
Sba Communications Corp (SBAC) | 1.5 | $123M | 454k | 269.97 | |
Zynga | 1.3 | $110M | 16M | 6.85 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 1.3 | $110M | 460k | 237.95 | |
Cbre Group Inc Cl A (CBRE) | 1.3 | $109M | 2.9M | 37.71 | |
Global Payments (GPN) | 1.3 | $108M | 751k | 144.23 | |
Transunion (TRU) | 1.2 | $105M | 1.6M | 66.18 | |
Charles River Laboratories (CRL) | 1.1 | $93M | 734k | 126.21 | |
Avalara | 1.1 | $92M | 1.2M | 74.60 | |
Paylocity Holding Corporation (PCTY) | 1.1 | $91M | 1.0M | 88.32 | |
Acceleron Pharma | 1.1 | $90M | 999k | 89.87 | |
Encompass Health Corp (EHC) | 1.1 | $89M | 1.4M | 64.03 | |
Centene Corporation (CNC) | 1.1 | $89M | 1.5M | 59.41 | |
Waste Connections (WCN) | 1.0 | $86M | 1.1M | 77.50 | |
Littelfuse (LFUS) | 1.0 | $85M | 636k | 133.42 | |
Tyler Technologies (TYL) | 1.0 | $83M | 281k | 296.56 | |
Chemed Corp Com Stk (CHE) | 1.0 | $82M | 190k | 433.20 | |
Gartner (IT) | 1.0 | $82M | 822k | 99.57 | |
Catalent (CTLT) | 0.9 | $80M | 1.5M | 51.95 | |
Q2 Holdings (QTWO) | 0.9 | $79M | 1.3M | 59.06 | |
J Global (ZD) | 0.9 | $78M | 1.0M | 74.85 | |
Marvell Technology Group | 0.9 | $77M | 3.4M | 22.63 | |
RPM International (RPM) | 0.9 | $77M | 1.3M | 59.50 | |
Willis Towers Watson (WTW) | 0.9 | $76M | 446k | 169.85 | |
Altice Usa Inc cl a (ATUS) | 0.9 | $76M | 3.4M | 22.29 | |
Bj's Wholesale Club Holdings (BJ) | 0.9 | $73M | 2.9M | 25.47 | |
Entegris (ENTG) | 0.9 | $72M | 1.6M | 44.77 | |
Coupa Software | 0.8 | $71M | 505k | 139.73 | |
Zendesk | 0.8 | $69M | 1.1M | 64.01 | |
Envestnet (ENV) | 0.8 | $69M | 1.3M | 53.78 | |
O'reilly Automotive (ORLY) | 0.8 | $68M | 227k | 301.05 | |
Clean Harbors (CLH) | 0.8 | $68M | 1.3M | 51.34 | |
CoStar (CSGP) | 0.8 | $68M | 116k | 587.21 | |
Strategic Education (STRA) | 0.8 | $65M | 468k | 139.76 | |
Martin Marietta Materials (MLM) | 0.8 | $65M | 345k | 189.23 | |
Lam Research Corporation (LRCX) | 0.8 | $64M | 268k | 240.00 | |
WNS | 0.8 | $64M | 1.5M | 42.98 | |
Domino's Pizza (DPZ) | 0.7 | $60M | 186k | 324.07 | |
L3harris Technologies (LHX) | 0.7 | $59M | 326k | 180.12 | |
Emcor (EME) | 0.7 | $58M | 953k | 61.32 | |
Chegg (CHGG) | 0.7 | $58M | 1.6M | 35.78 | |
Appollo Global Mgmt Inc Cl A | 0.7 | $57M | 1.7M | 33.50 | |
Lamb Weston Hldgs (LW) | 0.7 | $57M | 997k | 57.10 | |
Verisk Analytics (VRSK) | 0.7 | $57M | 406k | 139.38 | |
Tandem Diabetes Care (TNDM) | 0.7 | $56M | 877k | 64.35 | |
Alexion Pharmaceuticals | 0.7 | $56M | 626k | 89.79 | |
Irhythm Technologies (IRTC) | 0.7 | $56M | 686k | 81.35 | |
AmerisourceBergen (COR) | 0.7 | $55M | 621k | 88.50 | |
Monolithic Power Systems (MPWR) | 0.7 | $55M | 328k | 167.46 | |
Rexnord | 0.6 | $53M | 2.3M | 22.67 | |
Atlassian Corp Plc cl a | 0.6 | $53M | 385k | 137.26 | |
Trinet (TNET) | 0.6 | $52M | 1.4M | 37.66 | |
LHC | 0.6 | $52M | 373k | 140.20 | |
Tractor Supply Company (TSCO) | 0.6 | $52M | 615k | 84.55 | |
Bwx Technologies (BWXT) | 0.6 | $52M | 1.1M | 48.71 | |
Amdocs Ltd ord (DOX) | 0.6 | $52M | 937k | 54.97 | |
Elastic N V ord (ESTC) | 0.6 | $51M | 906k | 55.81 | |
Shenandoah Telecommunications Company (SHEN) | 0.6 | $49M | 999k | 49.25 | |
Cushman Wakefield (CWK) | 0.6 | $49M | 4.1M | 11.74 | |
Addus Homecare Corp (ADUS) | 0.6 | $48M | 710k | 67.60 | |
ACI Worldwide (ACIW) | 0.6 | $47M | 1.9M | 24.15 | |
Adaptive Biotechnologies Cor (ADPT) | 0.6 | $47M | 1.7M | 27.78 | |
National Vision Hldgs (EYE) | 0.5 | $46M | 2.4M | 19.42 | |
Jack Henry & Associates (JKHY) | 0.5 | $46M | 297k | 155.24 | |
MKS Instruments (MKSI) | 0.5 | $46M | 561k | 81.45 | |
Brunswick Corporation (BC) | 0.5 | $45M | 1.3M | 35.37 | |
Blueprint Medicines (BPMC) | 0.5 | $45M | 767k | 58.48 | |
Evercore Partners (EVR) | 0.5 | $45M | 970k | 46.06 | |
Burlington Stores (BURL) | 0.5 | $44M | 280k | 158.46 | |
Innovative Industria A (IIPR) | 0.5 | $44M | 585k | 75.93 | |
Ametek (AME) | 0.5 | $44M | 616k | 72.02 | |
Hamilton Lane Inc Common (HLNE) | 0.5 | $44M | 798k | 55.31 | |
Kennedy-Wilson Holdings (KW) | 0.5 | $44M | 3.3M | 13.42 | |
Albany International (AIN) | 0.5 | $44M | 925k | 47.33 | |
Synopsys (SNPS) | 0.5 | $43M | 332k | 128.79 | |
ExlService Holdings (EXLS) | 0.5 | $42M | 807k | 52.03 | |
Healthequity (HQY) | 0.5 | $42M | 828k | 50.59 | |
Crowdstrike Hldgs Inc cl a (CRWD) | 0.5 | $42M | 748k | 55.68 | |
Copart (CPRT) | 0.5 | $42M | 606k | 68.52 | |
Smartsheet (SMAR) | 0.5 | $41M | 998k | 41.51 | |
Ptc Therapeutics I (PTCT) | 0.5 | $41M | 928k | 44.61 | |
Five Below (FIVE) | 0.5 | $41M | 586k | 70.38 | |
IAC/InterActive | 0.5 | $41M | 230k | 179.23 | |
Boston Beer Company (SAM) | 0.5 | $40M | 110k | 367.56 | |
Focus Finl Partners | 0.5 | $40M | 1.7M | 23.01 | |
Cogent Communications (CCOI) | 0.5 | $40M | 490k | 81.97 | |
Twilio Inc cl a (TWLO) | 0.5 | $40M | 444k | 89.49 | |
Wright Express (WEX) | 0.5 | $40M | 378k | 104.55 | |
Gra (GGG) | 0.5 | $39M | 809k | 48.73 | |
Exponent (EXPO) | 0.5 | $39M | 548k | 71.91 | |
Keysight Technologies (KEYS) | 0.5 | $39M | 468k | 83.68 | |
Ss&c Technologies Holding (SSNC) | 0.5 | $39M | 887k | 43.82 | |
Ihs Markit | 0.5 | $38M | 637k | 60.00 | |
Cyberark Software (CYBR) | 0.5 | $38M | 443k | 85.56 | |
Bluebird Bio (BLUE) | 0.4 | $36M | 786k | 45.96 | |
Best | 0.4 | $36M | 6.8M | 5.35 | |
Morphosys (MOR) | 0.4 | $35M | 1.4M | 24.57 | |
PolyOne Corporation | 0.4 | $35M | 1.8M | 18.97 | |
Houlihan Lokey Inc cl a (HLI) | 0.4 | $35M | 666k | 52.12 | |
Callaway Golf Company (MODG) | 0.4 | $34M | 3.4M | 10.22 | |
Parsons Corporation (PSN) | 0.4 | $34M | 1.1M | 31.96 | |
Rockwell Automation (ROK) | 0.4 | $34M | 224k | 150.91 | |
Casella Waste Systems (CWST) | 0.4 | $34M | 866k | 39.06 | |
Delphi Automotive Inc international (APTV) | 0.4 | $34M | 684k | 49.24 | |
Lululemon Athletica (LULU) | 0.4 | $34M | 177k | 189.55 | |
Pool Corporation (POOL) | 0.4 | $34M | 170k | 196.77 | |
Amphenol Corporation (APH) | 0.4 | $33M | 458k | 72.88 | |
Broadridge Financial Solutions (BR) | 0.4 | $33M | 348k | 94.83 | |
Cintas Corporation (CTAS) | 0.4 | $33M | 190k | 173.22 | |
Sailpoint Technlgies Hldgs I | 0.4 | $33M | 2.2M | 15.22 | |
RealPage | 0.4 | $33M | 615k | 52.93 | |
Proto Labs (PRLB) | 0.4 | $33M | 426k | 76.13 | |
Monro Muffler Brake (MNRO) | 0.4 | $32M | 741k | 43.81 | |
New Relic | 0.4 | $32M | 700k | 46.24 | |
Evo Pmts Inc cl a | 0.4 | $32M | 2.1M | 15.30 | |
Simply Good Foods (SMPL) | 0.4 | $31M | 1.6M | 19.26 | |
Rogers Corporation (ROG) | 0.4 | $31M | 332k | 94.42 | |
Bottomline Technologies | 0.4 | $31M | 854k | 36.65 | |
Wabtec Corporation (WAB) | 0.4 | $31M | 648k | 48.13 | |
Genpact (G) | 0.4 | $31M | 1.1M | 29.20 | |
Reata Pharmaceuticals Inc Cl A | 0.4 | $30M | 211k | 144.34 | |
Pinterest Inc Cl A (PINS) | 0.4 | $30M | 1.9M | 15.44 | |
Inspire Med Sys (INSP) | 0.4 | $29M | 488k | 60.28 | |
Hilton Grand Vacations (HGV) | 0.3 | $29M | 1.8M | 15.77 | |
Silk Road Medical Inc Common | 0.3 | $28M | 894k | 31.48 | |
Axon Enterprise (AXON) | 0.3 | $28M | 397k | 70.77 | |
Global Blood Therapeutics In | 0.3 | $28M | 547k | 51.09 | |
Nic | 0.3 | $28M | 1.2M | 23.00 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.3 | $27M | 584k | 46.34 | |
STAAR Surgical Company (STAA) | 0.3 | $27M | 830k | 32.26 | |
SVB Financial (SIVBQ) | 0.3 | $27M | 177k | 151.08 | |
On Assignment (ASGN) | 0.3 | $26M | 744k | 35.32 | |
Microchip Technology (MCHP) | 0.3 | $26M | 386k | 67.80 | |
I3 Verticals (IIIV) | 0.3 | $25M | 1.3M | 19.09 | |
Pluralsight Inc Cl A | 0.3 | $25M | 2.3M | 10.98 | |
Floor & Decor Hldgs Inc cl a (FND) | 0.3 | $25M | 790k | 32.09 | |
Onto Innovation (ONTO) | 0.3 | $25M | 841k | 29.67 | |
Cabot Microelectronics Corporation | 0.3 | $25M | 216k | 114.14 | |
Cryoport Inc Com Par $0 001 (CYRX) | 0.3 | $25M | 1.4M | 17.07 | |
FleetCor Technologies | 0.3 | $24M | 130k | 186.54 | |
2u | 0.3 | $24M | 1.1M | 21.22 | |
Deciphera Pharmaceuticals | 0.3 | $24M | 575k | 41.17 | |
Repay Hldgs Corp (RPAY) | 0.3 | $24M | 1.6M | 14.35 | |
Huya Inc ads rep shs a (HUYA) | 0.3 | $23M | 1.4M | 16.95 | |
Tree (TREE) | 0.3 | $23M | 123k | 183.39 | |
Itt (ITT) | 0.3 | $21M | 467k | 45.36 | |
Pra Health Sciences | 0.2 | $20M | 240k | 83.04 | |
Ryanair Holdings (RYAAY) | 0.2 | $20M | 372k | 53.09 | |
Bright Horizons Fam Sol In D (BFAM) | 0.2 | $20M | 194k | 102.00 | |
Aptar (ATR) | 0.2 | $20M | 198k | 99.54 | |
Clarivate Analytics Plc sn (CLVT) | 0.2 | $20M | 947k | 20.75 | |
Phreesia (PHR) | 0.2 | $20M | 931k | 21.03 | |
Willscot Corp | 0.2 | $19M | 1.9M | 10.13 | |
Nanostring Technologies (NSTGQ) | 0.2 | $19M | 792k | 24.05 | |
Performance Food (PFGC) | 0.2 | $19M | 765k | 24.72 | |
Bill Com Holdings Ord (BILL) | 0.2 | $19M | 548k | 34.20 | |
Rosetta Stone | 0.2 | $19M | 1.3M | 14.02 | |
Malibu Boats (MBUU) | 0.2 | $18M | 630k | 28.79 | |
Scotts Miracle-Gro Company (SMG) | 0.2 | $18M | 173k | 102.40 | |
Brooks Automation (AZTA) | 0.2 | $18M | 579k | 30.50 | |
Nice Systems (NICE) | 0.2 | $18M | 123k | 143.56 | |
Argenx Se (ARGX) | 0.2 | $16M | 123k | 131.73 | |
Crispr Therapeutics (CRSP) | 0.2 | $15M | 363k | 42.41 | |
Assured Guaranty (AGO) | 0.2 | $15M | 574k | 25.79 | |
Gentex Corporation (GNTX) | 0.2 | $14M | 640k | 22.16 | |
Bridgebio Pharma (BBIO) | 0.2 | $14M | 488k | 29.00 | |
Trex Company (TREX) | 0.2 | $14M | 172k | 80.14 | |
Pegasystems (PEGA) | 0.2 | $14M | 190k | 71.23 | |
Hudson | 0.2 | $14M | 2.7M | 5.02 | |
1-800-flowers (FLWS) | 0.2 | $13M | 1.0M | 13.23 | |
Rush Enterprises (RUSHA) | 0.2 | $13M | 416k | 31.92 | |
Planet Fitness Inc-cl A (PLNT) | 0.2 | $13M | 269k | 48.70 | |
Signature Bank (SBNY) | 0.2 | $13M | 160k | 80.39 | |
Novocure Ltd ord (NVCR) | 0.2 | $13M | 187k | 67.34 | |
Yeti Hldgs (YETI) | 0.1 | $12M | 635k | 19.52 | |
RBC Bearings Incorporated (RBC) | 0.1 | $12M | 107k | 112.79 | |
Quotient | 0.1 | $12M | 2.9M | 3.95 | |
WisdomTree Investments (WT) | 0.1 | $12M | 5.0M | 2.33 | |
Seattle Genetics | 0.1 | $11M | 99k | 115.38 | |
Nlight (LASR) | 0.1 | $11M | 1.1M | 10.49 | |
Selective Insurance (SIGI) | 0.1 | $11M | 228k | 49.70 | |
Patrick Industries (PATK) | 0.1 | $11M | 374k | 28.16 | |
Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.1 | $10M | 2.5M | 4.06 | |
Tufin Software Technologies | 0.1 | $10M | 1.2M | 8.78 | |
Lincoln Electric Holdings (LECO) | 0.1 | $10M | 149k | 69.00 | |
Nexstar Broadcasting (NXST) | 0.1 | $10M | 178k | 57.73 | |
Talend S A ads | 0.1 | $9.7M | 433k | 22.43 | |
Woodward Governor Company (WWD) | 0.1 | $9.7M | 163k | 59.44 | |
Grand Canyon Education (LOPE) | 0.1 | $9.3M | 123k | 76.29 | |
Medallia | 0.1 | $9.1M | 452k | 20.04 | |
CIRCOR International | 0.1 | $8.9M | 767k | 11.63 | |
Colliers International Group sub vtg (CIGI) | 0.1 | $8.8M | 184k | 48.01 | |
Svmk Inc ordinary shares | 0.1 | $8.3M | 614k | 13.51 | |
Cognex Corporation (CGNX) | 0.1 | $7.9M | 188k | 42.22 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.1 | $7.9M | 348k | 22.79 | |
Hubspot (HUBS) | 0.1 | $7.4M | 55k | 133.18 | |
Abiomed | 0.1 | $7.3M | 50k | 145.16 | |
National Storage Affiliates shs ben int (NSA) | 0.1 | $5.4M | 183k | 29.60 | |
Chewy Inc cl a (CHWY) | 0.1 | $4.5M | 120k | 37.49 | |
Priority Technology Hldgs In (PRTH) | 0.1 | $4.4M | 2.3M | 1.94 | |
Zebra Technologies (ZBRA) | 0.0 | $3.7M | 20k | 183.60 | |
HMS Holdings | 0.0 | $3.7M | 145k | 25.27 | |
Hca Holdings (HCA) | 0.0 | $2.3M | 25k | 89.84 | |
Microsoft Corporation (MSFT) | 0.0 | $1.0M | 6.6k | 157.68 | |
Amazon (AMZN) | 0.0 | $1.0M | 524.00 | 1950.38 | |
Alphabet Inc Class C cs (GOOG) | 0.0 | $770k | 662.00 | 1163.14 | |
Facebook Inc cl a (META) | 0.0 | $530k | 3.2k | 166.67 | |
Visa (V) | 0.0 | $507k | 3.1k | 161.21 | |
Apple (AAPL) | 0.0 | $418k | 1.6k | 254.10 | |
Paypal Holdings (PYPL) | 0.0 | $389k | 4.1k | 95.81 | |
Intuit (INTU) | 0.0 | $378k | 1.6k | 230.21 | |
NVIDIA Corporation (NVDA) | 0.0 | $343k | 1.3k | 263.85 | |
salesforce (CRM) | 0.0 | $343k | 2.4k | 143.82 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $286k | 900.00 | 317.78 | |
Qualcomm (QCOM) | 0.0 | $277k | 4.1k | 67.56 | |
Home Depot (HD) | 0.0 | $241k | 1.3k | 186.82 | |
South Mtn Merger Corp *w exp 06/20/202 | 0.0 | $222k | 236k | 0.94 | |
Nike (NKE) | 0.0 | $208k | 2.5k | 82.70 | |
New Frontier Health Corp ord | 0.0 | $83k | 10k | 8.30 | |
China Index Holdings | 0.0 | $24k | 18k | 1.33 |