TimesSquare Capital Management, LLC Q2 2020 Filing
Filed August 7, 2020
Portfolio Value
$10.5T
Holdings
227
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (227 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CITCINTAS CORPORATION | 168,200 | $44.8B | 0.43% | |
| 102 | APHAMPHENOL CORPORATION | 466,700 | $44.7B | 0.43% | |
| 103 | HQYHEALTHEQUITY INC | 757,045 | $44.4B | 0.42% | |
| 104 | PHRPHREESIA INC | 1,567,730 | $44.3B | 0.42% | |
| 105 | CWSTCASELLA WASTE SYSTEMS, INC. | 847,395 | $44.2B | 0.42% | |
| 106 | SILKSILK ROAD MEDICAL INC | 1,052,707 | $44.1B | 0.42% | |
| 107 | JXC1J2 GLOBAL, INC. | 682,270 | $43.1B | 0.41% | |
| 108 | WTWWILLIS TOWERS WATSON PLC LTD | 215,000 | $42.3B | 0.40% | |
| 109 | PINSPINTEREST INC | 1,893,600 | $42.0B | 0.40% | |
| 110 | DFSEURDISCOVER FINANCIAL SERVICES | 834,960 | $41.8B | 0.40% | |
| 111 | ASGNASGN INCORPORATED | 626,645 | $41.8B | 0.40% | |
| 112 | —IHS MARKIT LTD | 552,000 | $41.7B | 0.40% | |
| 113 | EXPOEXPONENT INC | 514,885 | $41.7B | 0.40% | |
| 114 | 2JEFOCUS FINANCIAL PARTNERS INC | 1,260,145 | $41.6B | 0.40% | |
| 115 | JKHYJACK HENRY & ASSOC | 226,020 | $41.6B | 0.40% | |
| 116 | GGENPACT LIMITED | 1,125,700 | $41.1B | 0.39% | |
| 117 | —PLURALSIGHT INC | 2,229,150 | $40.2B | 0.38% | |
| 118 | PSNPARSONS CORPORATION | 1,085,600 | $39.3B | 0.38% | |
| 119 | SHENSHENANDOAH TELECOM | 792,900 | $39.1B | 0.37% | |
| 120 | YETIYETI HLDGS INC | 914,310 | $39.1B | 0.37% | |
| 121 | INSPINSPIRE MEDICAL SYSTEMS INC | 442,225 | $38.5B | 0.37% | |
| 122 | WEXWEX INC | 230,210 | $38.0B | 0.36% | |
| 123 | STAASTAAR SURGICAL CO | 616,000 | $37.9B | 0.36% | |
| 124 | EVOP1EUREVO PAYMENTS INC | 1,646,414 | $37.6B | 0.36% | |
| 125 | BWXTBWX TECHNOLOGIES INC | 663,400 | $37.6B | 0.36% | |
| 126 | HGVHILTON GRAND VACATIONS INC | 1,917,457 | $37.5B | 0.36% | |
| 127 | RPAYREPAY HLDGS CORP | 1,521,170 | $37.5B | 0.36% | |
| 128 | ONTOONTO INNOVATION INC | 1,098,825 | $37.4B | 0.36% | |
| 129 | —BOTTOMLINE TECHNOLOGIES (DE), INC | 733,590 | $37.2B | 0.36% | |
| 130 | IIIVI3 VERTICALS INC | 1,223,472 | $37.0B | 0.35% | |
| 131 | WSCWILLSCOT CORP | 2,981,410 | $36.6B | 0.35% | |
| 132 | RPRXROYALTY PHARMA PLC | 750,800 | $36.5B | 0.35% | |
| 133 | CBRECBRE GROUP | 797,400 | $36.1B | 0.34% | |
| 134 | OLLIOLLIES BARGAIN OUTLET HLDGS INC | 366,250 | $35.8B | 0.34% | |
| 135 | T77LENDINGTREE INC | 123,025 | $35.6B | 0.34% | |
| 136 | SAMBOSTON BEER CO INC | 65,310 | $35.0B | 0.33% | |
| 137 | POOLPOOL CORPORATION | 128,400 | $34.9B | 0.33% | |
| 138 | HLIHOULIHAN LOKEY INCORPORATION | 623,400 | $34.7B | 0.33% | |
| 139 | NDSNNORDSON CORP | 182,800 | $34.7B | 0.33% | |
| 140 | AXONAXON ENTERPRISE INC | 352,750 | $34.6B | 0.33% | |
| 141 | BANDBANDWIDTH INC | 269,190 | $34.2B | 0.33% | |
| 142 | ASNDASCENDIS PHARMA A/S | 229,560 | $34.0B | 0.32% | |
| 143 | DCPHEURDECIPHERA PHARMACEUTICALS INC | 560,530 | $33.5B | 0.32% | |
| 144 | STESTERIS PLC | 218,100 | $33.5B | 0.32% | |
| 145 | —CABOT MICROELECTRO | 239,757 | $33.5B | 0.32% | |
| 146 | SMPLSIMPLY GOOD FOODS COMPANY | 1,794,330 | $33.3B | 0.32% | |
| 147 | HUYAHUYA INC | 1,769,200 | $33.0B | 0.32% | |
| 148 | —MEDALLIA INC | 1,279,250 | $32.3B | 0.31% | |
| 149 | —VONAGE HOLDINGS CORPORATION | 3,162,030 | $31.8B | 0.30% | |
| 150 | FNDFLOOR AND DECOR HOLDING INCORPORATION | 544,385 | $31.4B | 0.30% | |
| 151 | BRBROADRIDGE FINANCIAL SOLUTIONS INC. | 246,500 | $31.1B | 0.30% | |
| 152 | SIGISELECTIVE INSURANCE GROUP INC. | 589,340 | $31.1B | 0.30% | |
| 153 | CLVTCLARIVATE PLC | 1,362,100 | $30.4B | 0.29% | |
| 154 | SIVBEURSVB FINANCIAL GROUP | 138,900 | $29.9B | 0.29% | |
| 155 | BFAMBRIGHT HORIZONS FAMILY SOLUTIONS INC | 254,500 | $29.8B | 0.28% | |
| 156 | OGM1COGENT COMMUNICATIONS HOLDINGS, INC. | 379,080 | $29.3B | 0.28% | |
| 157 | AZEKAZEK COMPANY INC CL A | 850,000 | $27.1B | 0.26% | |
| 158 | CHGGCHEGG INC | 395,000 | $26.6B | 0.25% | |
| 159 | —CURIOSITYSTREAM INC | 2,316,264 | $26.0B | 0.25% | |
| 160 | ATRAPTARGROUP INC. | 228,300 | $25.6B | 0.24% | |
| 161 | CRSPCRISPR THERAPEUTICS AG | 340,950 | $25.1B | 0.24% | |
| 162 | ITTITT INC | 420,100 | $24.7B | 0.24% | |
| 163 | GNTXGENTEX CORP | 950,000 | $24.5B | 0.23% | |
| 164 | AZTABROOKS AUTOMATION | 552,740 | $24.5B | 0.23% | |
| 165 | BBIOBRIDGEBIO PHARMA INC | 718,629 | $23.4B | 0.22% | |
| 166 | —HMS HOLDINGS CORP | 723,090 | $23.4B | 0.22% | |
| 167 | PFGCPERFORMANCE FOOD GROUP COMPANY | 795,500 | $23.2B | 0.22% | |
| 168 | TQJSIGNATURE BANK | 215,700 | $23.1B | 0.22% | |
| 169 | CYRXCRYOPORT INC | 758,400 | $22.9B | 0.22% | |
| 170 | NSTGEURNANOSTRING TECHNOLOGIES INC. | 776,955 | $22.8B | 0.22% | |
| 171 | MBUUMALIBU BOATS INC | 434,060 | $22.5B | 0.22% | |
| 172 | RCUSARCUS BIOSCIENCES INC | 884,870 | $21.9B | 0.21% | |
| 173 | —BEST INC | 4,927,100 | $21.1B | 0.20% | |
| 174 | LASRNLIGHT INC | 933,100 | $20.8B | 0.20% | |
| 175 | —QUOTIENT LTD. | 2,790,300 | $20.6B | 0.20% | |
| 176 | —ROSETTA STONE INC | 1,188,460 | $20.0B | 0.19% | |
| 177 | FLWS1-800-FLOWERSCOM | 919,000 | $18.4B | 0.18% | |
| 178 | PATKPATRICK INDS INC | 300,065 | $18.4B | 0.18% | |
| 179 | PRLBPROTO LABS INC | 155,285 | $17.5B | 0.17% | |
| 180 | CIR2USDCIRCOR INTL | 669,680 | $17.1B | 0.16% | |
| 181 | TREXTREX COMPANY, INC. | 130,000 | $16.9B | 0.16% | |
| 182 | SMGTHE SCOTTS MIRACLE-GRO COMPANY | 122,500 | $16.5B | 0.16% | |
| 183 | —TUFIN SOFTWARE TECHNOLOGIES LTD | 1,658,400 | $15.8B | 0.15% | |
| 184 | PJTPJT PARTNERS INC | 300,000 | $15.4B | 0.15% | |
| 185 | AFYAAFYA LTD | 655,200 | $15.4B | 0.15% | |
| 186 | WTWISDOMTREE INVTS I | 4,326,000 | $15.0B | 0.14% | |
| 187 | ZBRAZEBRA TECHNOLOGIES CORPORATION | 57,400 | $14.7B | 0.14% | |
| 188 | —TALEND SA | 419,651 | $14.5B | 0.14% | |
| 189 | HUBSHUBSPOT INC | 64,600 | $14.5B | 0.14% | |
| 190 | SVMKUSDSVMK INC | 592,900 | $14.0B | 0.13% | |
| 191 | NVCRNOVOCURE LTD | 219,900 | $13.0B | 0.12% | |
| 192 | NXSTNEXSTAR MEDIA GROUP INC | 155,000 | $13.0B | 0.12% | |
| 193 | LECOLINCOLN ELEC HLDGS | 153,200 | $12.9B | 0.12% | |
| 194 | ABMDEURABIOMED INC | 53,300 | $12.9B | 0.12% | |
| 195 | MTNVAIL RESORTS, INC. | 69,000 | $12.6B | 0.12% | |
| 196 | RYAAYRYANAIR HOLDINGS PLC | 186,100 | $12.3B | 0.12% | |
| 197 | CWKCUSHMAN AND WAKEFIELD PLC | 928,500 | $11.6B | 0.11% | |
| 198 | OSWONESPAWORLD HOLDINGS LIMITED | 2,367,250 | $11.3B | 0.11% | |
| 199 | ARGXARGENX SE | 49,200 | $11.1B | 0.11% | |
| 200 | CGNXCOGNEX CORP | 168,000 | $10.0B | 0.10% |