TimesSquare Capital Management as of June 30, 2020
Portfolio Holdings for TimesSquare Capital Management
TimesSquare Capital Management holds 227 positions in its portfolio as reported in the June 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 | $209M | 1.2M | 171.03 | |
Progressive Corporation (PGR) | 1.4 | $146M | 1.8M | 80.11 | |
Sba Communications Corporation Cl A (SBAC) | 1.4 | $143M | 479k | 297.92 | |
Zynga Cl A | 1.3 | $139M | 15M | 9.54 | |
Global Payments (GPN) | 1.3 | $132M | 780k | 169.62 | |
Booz Allen Hamilton Cl A (BAH) | 1.2 | $129M | 1.7M | 77.79 | |
Bill Com Holdings Ord (BILL) | 1.2 | $124M | 1.4M | 90.21 | |
New Relic | 1.2 | $122M | 1.8M | 68.90 | |
Transunion (TRU) | 1.1 | $116M | 1.3M | 87.04 | |
Charles River Laboratories (CRL) | 1.1 | $112M | 644k | 174.35 | |
Twilio Cl A (TWLO) | 1.1 | $112M | 511k | 219.42 | |
Q2 Holdings (QTWO) | 1.1 | $112M | 1.3M | 85.79 | |
Lam Research Corporation (LRCX) | 1.0 | $102M | 316k | 323.46 | |
Centene Corporation (CNC) | 1.0 | $101M | 1.6M | 63.55 | |
CoStar (CSGP) | 1.0 | $101M | 143k | 710.67 | |
Waste Connections (WCN) | 1.0 | $101M | 1.1M | 93.79 | |
Avalara | 0.9 | $98M | 736k | 133.09 | |
Gartner (IT) | 0.9 | $94M | 772k | 121.33 | |
Acceleron Pharma | 0.9 | $93M | 976k | 95.27 | |
Zendesk | 0.9 | $93M | 1.0M | 88.53 | |
National Vision Hldgs (EYE) | 0.9 | $92M | 3.0M | 30.52 | |
Paylocity Holding Corporation (PCTY) | 0.9 | $91M | 626k | 145.89 | |
Clean Harbors (CLH) | 0.9 | $90M | 1.5M | 59.98 | |
Bj's Wholesale Club Holdings (BJ) | 0.8 | $88M | 2.4M | 37.27 | |
Crowdstrike Holdings Cl A (CRWD) | 0.8 | $87M | 870k | 100.29 | |
RPM International (RPM) | 0.8 | $87M | 1.2M | 75.06 | |
Wns Holdings Spon Adr | 0.8 | $87M | 1.6M | 54.98 | |
O'reilly Automotive (ORLY) | 0.8 | $86M | 205k | 421.67 | |
Littelfuse (LFUS) | 0.8 | $86M | 504k | 170.63 | |
Encompass Health Corp (EHC) | 0.8 | $85M | 1.4M | 61.93 | |
Entegris (ENTG) | 0.8 | $84M | 1.4M | 59.05 | |
Tandem Diabetes Care Com New (TNDM) | 0.8 | $83M | 836k | 98.92 | |
Chemed Corp Com Stk (CHE) | 0.8 | $82M | 182k | 451.07 | |
LHC | 0.8 | $82M | 469k | 174.32 | |
Catalent (CTLT) | 0.8 | $81M | 1.1M | 73.30 | |
Global Blood Therapeutics In | 0.8 | $80M | 1.3M | 63.13 | |
Brunswick Corporation (BC) | 0.7 | $78M | 1.2M | 64.01 | |
Domino's Pizza (DPZ) | 0.7 | $77M | 209k | 369.44 | |
Elastic N V Ord Shs (ESTC) | 0.7 | $77M | 835k | 92.21 | |
Coupa Software | 0.7 | $77M | 278k | 277.04 | |
Adaptive Biotechnologies Cor (ADPT) | 0.7 | $76M | 1.6M | 48.38 | |
Trinet (TNET) | 0.7 | $74M | 1.2M | 60.94 | |
Apollo Global Mgmt Com Cl A | 0.7 | $73M | 1.5M | 49.92 | |
Envestnet (ENV) | 0.7 | $72M | 972k | 73.54 | |
Irhythm Technologies (IRTC) | 0.7 | $71M | 613k | 115.89 | |
AmerisourceBergen (COR) | 0.7 | $71M | 702k | 100.77 | |
Altice Usa Incorporation Cl A (ATUS) | 0.6 | $67M | 3.0M | 22.54 | |
Lamb Weston Hldgs (LW) | 0.6 | $67M | 1.0M | 63.93 | |
Ss&c Technologies Holding (SSNC) | 0.6 | $67M | 1.2M | 56.48 | |
Emcor (EME) | 0.6 | $65M | 987k | 66.14 | |
Burlington Stores (BURL) | 0.6 | $65M | 331k | 196.93 | |
Synopsys (SNPS) | 0.6 | $65M | 333k | 195.00 | |
Marvell Tech Group Ord | 0.6 | $65M | 1.8M | 35.06 | |
Immunomedics | 0.6 | $64M | 1.8M | 35.44 | |
Nice Sponsored Adr (NICE) | 0.6 | $64M | 339k | 189.24 | |
L3harris Technologies (LHX) | 0.6 | $64M | 376k | 169.67 | |
Verisk Analytics (VRSK) | 0.6 | $64M | 375k | 170.20 | |
Tyler Technologies (TYL) | 0.6 | $63M | 182k | 346.88 | |
IAC/InterActive | 0.6 | $63M | 194k | 323.40 | |
Monolithic Power Systems (MPWR) | 0.6 | $63M | 264k | 237.00 | |
Martin Marietta Materials (MLM) | 0.6 | $61M | 297k | 206.57 | |
Strategic Education (STRA) | 0.6 | $61M | 399k | 153.65 | |
Atlassian Corporation Cl A | 0.6 | $61M | 336k | 180.27 | |
Blueprint Medicines (BPMC) | 0.6 | $60M | 769k | 78.00 | |
Keysight Technologies (KEYS) | 0.6 | $60M | 594k | 100.78 | |
Microchip Technology (MCHP) | 0.6 | $60M | 568k | 105.31 | |
Tractor Supply Company (TSCO) | 0.6 | $59M | 448k | 131.79 | |
Hamilton Lane Cl A (HLNE) | 0.6 | $59M | 871k | 67.37 | |
Addus Homecare Corp (ADUS) | 0.6 | $59M | 632k | 92.56 | |
Rexnord | 0.5 | $57M | 2.0M | 29.15 | |
Cyber-ark Software SHS (CYBR) | 0.5 | $57M | 577k | 99.27 | |
Bluebird Bio (BLUE) | 0.5 | $57M | 938k | 61.04 | |
MKS Instruments (MKSI) | 0.5 | $57M | 503k | 113.24 | |
Pra Health Sciences | 0.5 | $56M | 576k | 97.29 | |
FleetCor Technologies | 0.5 | $56M | 222k | 251.53 | |
Reata Pharmaceuticals Cl A | 0.5 | $56M | 356k | 156.02 | |
Sailpoint Technlgies Hldgs I | 0.5 | $55M | 2.1M | 26.47 | |
Kennedy-Wilson Holdings (KW) | 0.5 | $55M | 3.6M | 15.22 | |
Ametek (AME) | 0.5 | $54M | 606k | 89.37 | |
Monro Muffler Brake (MNRO) | 0.5 | $54M | 981k | 54.94 | |
AtriCure (ATRC) | 0.5 | $53M | 1.2M | 44.95 | |
Albany International Corp Cl A (AIN) | 0.5 | $52M | 892k | 58.71 | |
Callaway Golf Company (MODG) | 0.5 | $51M | 2.9M | 17.51 | |
Lululemon Athletica (LULU) | 0.5 | $51M | 164k | 312.01 | |
Innovative Industria A (IIPR) | 0.5 | $51M | 580k | 88.02 | |
Fmc Corporation Com New (FMC) | 0.5 | $51M | 511k | 99.62 | |
Nic | 0.5 | $51M | 2.2M | 22.96 | |
Evercore Class A (EVR) | 0.5 | $51M | 858k | 58.92 | |
Ptc Therapeutics I (PTCT) | 0.5 | $51M | 996k | 50.74 | |
Planet Fitness Incorporation Cl A (PLNT) | 0.5 | $49M | 814k | 60.57 | |
Smartsheet Com Cl A (SMAR) | 0.5 | $49M | 966k | 50.92 | |
Copart (CPRT) | 0.5 | $49M | 588k | 83.27 | |
Morphosys Sponsored Ads (MOR) | 0.5 | $49M | 1.5M | 31.67 | |
Aptiv SHS (APTV) | 0.5 | $48M | 620k | 77.92 | |
2u | 0.5 | $48M | 1.3M | 37.96 | |
RealPage | 0.5 | $47M | 728k | 65.01 | |
Avient Corp (AVNT) | 0.4 | $47M | 1.8M | 26.23 | |
ExlService Holdings (EXLS) | 0.4 | $46M | 733k | 63.40 | |
ACI Worldwide (ACIW) | 0.4 | $46M | 1.7M | 26.99 | |
Seattle Genetics | 0.4 | $45M | 264k | 169.92 | |
Cintas Corporation (CTAS) | 0.4 | $45M | 168k | 266.36 | |
Amphenol Corporation Cl A (APH) | 0.4 | $45M | 467k | 95.81 | |
Healthequity (HQY) | 0.4 | $44M | 757k | 58.67 | |
Phreesia (PHR) | 0.4 | $44M | 1.6M | 28.28 | |
Casella Waste Systems Cl A (CWST) | 0.4 | $44M | 847k | 52.12 | |
Silk Road Medical Inc Common | 0.4 | $44M | 1.1M | 41.89 | |
J Global (ZD) | 0.4 | $43M | 682k | 63.21 | |
Willis Towers Watson SHS (WTW) | 0.4 | $42M | 215k | 196.95 | |
Pinterest Cl A (PINS) | 0.4 | $42M | 1.9M | 22.17 | |
Discover Financial Services (DFS) | 0.4 | $42M | 835k | 50.09 | |
On Assignment (ASGN) | 0.4 | $42M | 627k | 66.68 | |
Ihs Markit SHS | 0.4 | $42M | 552k | 75.50 | |
Exponent (EXPO) | 0.4 | $42M | 515k | 80.93 | |
Focus Financial Partners Com Cl A | 0.4 | $42M | 1.3M | 33.05 | |
Jack Henry & Associates (JKHY) | 0.4 | $42M | 226k | 184.03 | |
Genpact SHS (G) | 0.4 | $41M | 1.1M | 36.52 | |
Pluralsight Com Cl A | 0.4 | $40M | 2.2M | 18.05 | |
Parsons Corporation (PSN) | 0.4 | $39M | 1.1M | 36.24 | |
Shenandoah Telecommunications Company (SHEN) | 0.4 | $39M | 793k | 49.29 | |
Yeti Hldgs (YETI) | 0.4 | $39M | 914k | 42.73 | |
Inspire Med Sys (INSP) | 0.4 | $39M | 442k | 87.02 | |
Wright Express (WEX) | 0.4 | $38M | 230k | 165.01 | |
Staar Surgical Com Par $0.01 (STAA) | 0.4 | $38M | 616k | 61.54 | |
Evo Payments Cl A Com | 0.4 | $38M | 1.6M | 22.83 | |
Bwx Technologies (BWXT) | 0.4 | $38M | 663k | 56.64 | |
Hilton Grand Vacations (HGV) | 0.4 | $38M | 1.9M | 19.55 | |
Repay Hldgs Corp Com Cl A (RPAY) | 0.4 | $38M | 1.5M | 24.63 | |
Onto Innovation (ONTO) | 0.4 | $37M | 1.1M | 34.04 | |
Bottomline Technologies | 0.4 | $37M | 734k | 50.77 | |
I3 Verticals Com Cl A (IIIV) | 0.4 | $37M | 1.2M | 30.25 | |
Willscot Mobile Mini Holdin Cl A Ord (WSC) | 0.3 | $37M | 3.0M | 12.29 | |
Royalty Pharma Shs Cl A (RPRX) | 0.3 | $37M | 751k | 48.55 | |
Cbre Group Cl A (CBRE) | 0.3 | $36M | 797k | 45.22 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.3 | $36M | 366k | 97.65 | |
Tree (TREE) | 0.3 | $36M | 123k | 289.53 | |
Boston Beer Cl A (SAM) | 0.3 | $35M | 65k | 536.66 | |
Pool Corporation (POOL) | 0.3 | $35M | 128k | 271.87 | |
Houlihan Lokey Incorporation Cl A (HLI) | 0.3 | $35M | 623k | 55.64 | |
Nordson Corporation (NDSN) | 0.3 | $35M | 183k | 189.71 | |
Axon Enterprise (AXON) | 0.3 | $35M | 353k | 98.13 | |
Bandwidth Com Cl A (BAND) | 0.3 | $34M | 269k | 127.00 | |
Ascendis Pharma A/s Sponsored Adr (ASND) | 0.3 | $34M | 230k | 147.90 | |
Deciphera Pharmaceuticals | 0.3 | $34M | 561k | 59.72 | |
Steris Shs Usd (STE) | 0.3 | $34M | 218k | 153.44 | |
Cabot Microelectronics Corporation | 0.3 | $34M | 240k | 139.54 | |
Simply Good Foods (SMPL) | 0.3 | $33M | 1.8M | 18.58 | |
Huya Ads Rep Shs A (HUYA) | 0.3 | $33M | 1.8M | 18.67 | |
Medallia | 0.3 | $32M | 1.3M | 25.24 | |
Vonage Holdings | 0.3 | $32M | 3.2M | 10.06 | |
Floor And Decor Holding Incorporation Cl A (FND) | 0.3 | $31M | 544k | 57.65 | |
Broadridge Financial Solutions (BR) | 0.3 | $31M | 247k | 126.19 | |
Selective Insurance (SIGI) | 0.3 | $31M | 589k | 52.74 | |
Clarivate Ord Shs (CLVT) | 0.3 | $30M | 1.4M | 22.33 | |
SVB Financial (SIVBQ) | 0.3 | $30M | 139k | 215.53 | |
Bright Horizons Fam Sol In D (BFAM) | 0.3 | $30M | 255k | 117.20 | |
Cogent Communications Holdings Com New (CCOI) | 0.3 | $29M | 379k | 77.36 | |
Azek Company Inc Cl A Cl A (AZEK) | 0.3 | $27M | 850k | 31.86 | |
Chegg (CHGG) | 0.3 | $27M | 395k | 67.26 | |
Curiositystream Com Par $0.001 | 0.2 | $26M | 2.3M | 11.22 | |
Aptar (ATR) | 0.2 | $26M | 228k | 111.98 | |
Crispr Therapeutics (CRSP) | 0.2 | $25M | 341k | 73.49 | |
Itt (ITT) | 0.2 | $25M | 420k | 58.74 | |
Gentex Corporation (GNTX) | 0.2 | $25M | 950k | 25.77 | |
Brooks Automation (AZTA) | 0.2 | $25M | 553k | 44.24 | |
Bridgebio Pharma (BBIO) | 0.2 | $23M | 719k | 32.61 | |
HMS Holdings | 0.2 | $23M | 723k | 32.39 | |
Performance Food (PFGC) | 0.2 | $23M | 796k | 29.14 | |
Signature Bank (SBNY) | 0.2 | $23M | 216k | 106.92 | |
Cryoport Namen Akt (CYRX) | 0.2 | $23M | 758k | 30.25 | |
Nanostring Technologies (NSTGQ) | 0.2 | $23M | 777k | 29.35 | |
Malibu Boats Com Cl A (MBUU) | 0.2 | $23M | 434k | 51.95 | |
Arcus Biosciences Incorporated (RCUS) | 0.2 | $22M | 885k | 24.74 | |
Best Sponsored Ads | 0.2 | $21M | 4.9M | 4.28 | |
Nlight (LASR) | 0.2 | $21M | 933k | 22.26 | |
Quotient SHS | 0.2 | $21M | 2.8M | 7.40 | |
Rosetta Stone | 0.2 | $20M | 1.2M | 16.86 | |
1-800-flowerscom Cl A (FLWS) | 0.2 | $18M | 919k | 20.02 | |
Patrick Industries (PATK) | 0.2 | $18M | 300k | 61.25 | |
Proto Labs (PRLB) | 0.2 | $18M | 155k | 112.47 | |
CIRCOR International | 0.2 | $17M | 670k | 25.48 | |
Trex Company (TREX) | 0.2 | $17M | 130k | 130.07 | |
The Scotts Miracle-gro Company Cl A (SMG) | 0.2 | $17M | 123k | 134.47 | |
Tufin Software Technologies SHS | 0.2 | $16M | 1.7M | 9.55 | |
Pjt Partners Com Cl A (PJT) | 0.1 | $15M | 300k | 51.34 | |
Afya Cl A Com (AFYA) | 0.1 | $15M | 655k | 23.44 | |
WisdomTree Investments (WT) | 0.1 | $15M | 4.3M | 3.47 | |
Zebra Technologies Corporation Cl A (ZBRA) | 0.1 | $15M | 57k | 255.96 | |
Talend Sa Ads | 0.1 | $15M | 420k | 34.66 | |
Hubspot (HUBS) | 0.1 | $15M | 65k | 224.35 | |
Svmk Inc ordinary shares | 0.1 | $14M | 593k | 23.54 | |
Novocure Ord Shs (NVCR) | 0.1 | $13M | 220k | 59.30 | |
Nexstar Media Group Cl A (NXST) | 0.1 | $13M | 155k | 83.69 | |
Lincoln Electric Holdings (LECO) | 0.1 | $13M | 153k | 84.24 | |
Abiomed | 0.1 | $13M | 53k | 241.56 | |
Vail Resorts (MTN) | 0.1 | $13M | 69k | 182.14 | |
Ryanair Holdings Sponsored Ads (RYAAY) | 0.1 | $12M | 186k | 66.34 | |
Cushman And Wakefield SHS (CWK) | 0.1 | $12M | 929k | 12.46 | |
Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.1 | $11M | 2.4M | 4.77 | |
Argenx Se Sponsored Adr (ARGX) | 0.1 | $11M | 49k | 225.22 | |
Cognex Corporation (CGNX) | 0.1 | $10M | 168k | 59.72 | |
Rush Enterprises Cl A (RUSHA) | 0.1 | $9.9M | 240k | 41.46 | |
Priority Technology Hldgs In (PRTH) | 0.1 | $5.8M | 2.3M | 2.59 | |
Legend Biotech Corp Sponsored Ads (LEGN) | 0.1 | $5.7M | 134k | 42.56 | |
Wingstop (WING) | 0.1 | $5.5M | 39k | 138.98 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $4.8M | 17k | 290.32 | |
Microsoft Corporation (MSFT) | 0.0 | $1.3M | 6.4k | 203.45 | |
Amazon (AMZN) | 0.0 | $1.3M | 461.00 | 2759.22 | |
Slack Technologies Com Cl A | 0.0 | $1.2M | 40k | 31.08 | |
Tenable Hldgs (TENB) | 0.0 | $1.2M | 42k | 29.82 | |
Facebook Cl A (META) | 0.0 | $906k | 4.0k | 227.18 | |
Paypal Holdings (PYPL) | 0.0 | $620k | 3.6k | 174.16 | |
Apple (AAPL) | 0.0 | $600k | 1.6k | 364.74 | |
Visa Com Cl A (V) | 0.0 | $584k | 3.0k | 193.06 | |
NVIDIA Corporation (NVDA) | 0.0 | $477k | 1.3k | 380.08 | |
Intuit (INTU) | 0.0 | $405k | 1.4k | 296.27 | |
salesforce (CRM) | 0.0 | $402k | 2.1k | 187.41 | |
Qualcomm (QCOM) | 0.0 | $400k | 4.4k | 91.22 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $385k | 885.00 | 435.03 | |
New Frontier Health Corp Ord Shs | 0.0 | $383k | 46k | 8.27 | |
Alphabet Cap Stk Cl C (GOOG) | 0.0 | $359k | 254.00 | 1413.39 | |
China Index Hldgs Spnsrd Ads A | 0.0 | $328k | 153k | 2.14 | |
Home Depot (HD) | 0.0 | $323k | 1.3k | 250.39 | |
Iqvia Holdings (IQV) | 0.0 | $271k | 1.9k | 141.88 | |
Bilibili Spons Ads Rep Z (BILI) | 0.0 | $264k | 5.7k | 46.32 | |
South Mtn Merger Corp Wt Exp 062024 *w Exp 06/20/202 | 0.0 | $264k | 236k | 1.12 | |
Nike CL B (NKE) | 0.0 | $238k | 2.4k | 98.14 | |
Netflix (NFLX) | 0.0 | $205k | 451.00 | 454.55 |