TimesSquare Capital Management, LLC Q1 2021 Filing

Filed May 12, 2021

Portfolio Value

$11.7B

Holdings

227

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (227 positions)

#	Stock	Shares	Value	% Portfolio
201	—VPC IMPACT ACQUISITION HLDNGS	273,930	$3.6B	30.48%
202	SGFYGBPSIGNIFY HEALTH INC	71,100	$2.1B	17.82%
203	WEXWEX INC	9,910	$2.1B	17.76%
204	MSFTMICROSOFT CORPORATION	7,050	$1.7B	14.24%
205	AMZNAMAZON.COM, INC.	466	$1.4B	12.35%
206	AAPLAPPLE INC.	9,305	$1.1B	9.74%
207	—BTRS HLDGS INC	234,594	$1.1B	9.51%
208	METAFACEBOOK, INC.	3,723	$1.1B	9.40%
209	PYPLPAYPAL HOLDINGS INCORPORATION	3,551	$862.0M	7.38%
210	QCOMQUALCOMM INCORPORATED	5,045	$669.0M	5.73%
211	NVDANVIDIA CORP	1,210	$646.0M	5.53%
212	VRTXVERTEX PHARMACEUTICALS INCORPORATED	2,965	$637.0M	5.46%
213	INTUINTUIT INC	1,635	$626.0M	5.36%
214	ADBEADOBE INC	1,175	$559.0M	4.79%
215	—NEW FRONTIER HEALTH CORP	48,800	$551.0M	4.72%
216	SYYSYSCO CORPORATION	6,505	$512.0M	4.39%
217	MTCHMATCH GROUP INC NEW	3,540	$486.0M	4.16%
218	ABNBAIRBNB INC	2,370	$445.0M	3.81%
219	OPRAOPERA LIMITED	40,500	$405.0M	3.47%
220	DISCAUSDDISCOVERY INC	9,040	$393.0M	3.37%
221	RBLXROBLOX CORP CL A	6,000	$389.0M	3.33%
222	NFLXNETFLIX, INC.	743	$388.0M	3.32%
223	DESPDESPEGAR.COM, CORP	26,500	$361.0M	3.09%
224	HUMHUMANA INC.	844	$354.0M	3.03%
225	—CHINA INDEX HLDGS LTD	153,000	$337.0M	2.89%
226	IQVIQVIA HOLDINGS INC	1,725	$333.0M	2.85%
227	NKENIKE, INC.	2,095	$278.0M	2.38%

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