TimesSquare Capital Management, LLC Q2 2022 Filing
Filed August 5, 2022
Portfolio Value
$7.2B
Holdings
189
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (189 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CTLTEURCATALENT INC | 1,293,950 | $138.8B | 1935.78% | |
| 2 | WCNWASTE CONNECTIONS INC | 1,090,700 | $135.2B | 1885.23% | |
| 3 | PANWPALO ALTO NETWORKS INC | 249,100 | $123.0B | 1715.63% | |
| 4 | RNRRENAISSANCERE HOLDINGS LTD. | 737,200 | $115.3B | 1607.37% | |
| 5 | SBACSBA COMMUNICATIONS CORPORATION | 346,335 | $110.8B | 1545.59% | |
| 6 | CITCINTAS CORPORATION | 289,100 | $108.0B | 1505.75% | |
| 7 | ITGARTNER INCORPORATION | 442,600 | $107.0B | 1492.45% | |
| 8 | ABGAMERISOURCEBERGEN CORPORATION | 732,900 | $103.7B | 1445.84% | |
| 9 | POOLPOOL CORPORATION | 281,320 | $98.8B | 1377.75% | |
| 10 | CRWDCrowdstrike Holdings Inc | 551,525 | $93.0B | 1296.28% | |
| 11 | BCBRUNSWICK CORPORATION | 1,342,400 | $87.8B | 1223.78% | |
| 12 | EMEEMCOR GROUP INC | 742,095 | $76.4B | 1065.38% | |
| 13 | ORLYO'REILLY AUTOMOTIVE INC | 119,700 | $75.6B | 1054.45% | |
| 14 | BAHBOOZ ALLEN HAMILTON INC | 810,050 | $73.2B | 1020.62% | |
| 15 | TQJSIGNATURE BANK | 403,850 | $72.4B | 1009.16% | |
| 16 | TRUTRANSUNION | 901,200 | $72.1B | 1005.16% | |
| 17 | SNPSSYNOPSYS INC | 231,580 | $70.3B | 980.67% | |
| 18 | LNGCHENIERE ENERGY INC | 520,100 | $69.2B | 964.75% | |
| 19 | NSYNICE LIMITED | 359,050 | $69.1B | 963.50% | |
| 20 | WNSNWNS HOLDINGS LTD | 923,150 | $68.9B | 960.78% | |
| 21 | PCTYPAYLOCITY HOLDING CORPORATION | 394,975 | $68.9B | 960.61% | |
| 22 | RPRXROYALTY PHARMA PLC | 1,607,800 | $67.6B | 942.48% | |
| 23 | BJBJS WHSL CLUB HLDGS INC | 1,078,940 | $67.2B | 937.57% | |
| 24 | CPRTCOPART INC | 618,700 | $67.2B | 937.41% | |
| 25 | APHAMPHENOL CORP | 1,040,500 | $67.0B | 934.05% | |
| 26 | CHECHEMED CORPORATION | 137,200 | $64.4B | 897.97% | |
| 27 | ENQENTEGRIS INC | 686,000 | $63.2B | 881.26% | |
| 28 | MPWRMONOLITHIC PWR SYS | 163,800 | $62.9B | 877.14% | |
| 29 | CSLCARLISLE COMPANIES INC | 257,100 | $61.3B | 855.40% | |
| 30 | HZNPHORIZON THERAPEUTICS PLC | 764,800 | $61.0B | 850.57% | |
| 31 | MLMMARTIN MARIETTA MATERIALS INC | 202,900 | $60.7B | 846.61% | |
| 32 | LULULULULEMON ATHLETIC | 221,200 | $60.3B | 840.82% | |
| 33 | IBKRINTERACTIVE BROKERS GROUP INC | 1,094,100 | $60.2B | 839.22% | |
| 34 | ARGXARGENX SE | 158,600 | $60.1B | 837.88% | |
| 35 | SMARGBPSMARTSHEET INC | 1,899,000 | $59.7B | 832.24% | |
| 36 | MCHPMICROCHIP TECH INC | 1,024,900 | $59.5B | 830.01% | |
| 37 | ICLRICON PLC SHS | 272,800 | $59.1B | 824.30% | |
| 38 | PXDEURPIONEER NATURAL RESOURCES CO | 262,900 | $58.6B | 817.77% | |
| 39 | CWSTCASELLA WASTE SYSTEMS, INC. | 776,902 | $56.5B | 787.33% | |
| 40 | MRVLMARVELL TECHNOLOGY INC | 1,289,130 | $56.1B | 782.46% | |
| 41 | OLPXOLAPLEX HLDGS INC | 3,907,300 | $55.1B | 767.66% | |
| 42 | MTDRMATADOR RESOURCES COMPANY | 1,180,250 | $55.0B | 766.74% | |
| 43 | AMEAMETEK INC | 500,200 | $55.0B | 766.44% | |
| 44 | —LESLIES INC | 3,606,834 | $54.8B | 763.45% | |
| 45 | VRSKVERISK ANALYTICS INC | 315,000 | $54.5B | 760.25% | |
| 46 | NDAQNASDAQ INC | 355,280 | $54.2B | 755.67% | |
| 47 | DRVNDRIVEN BRANDS HOLDINGS INC | 1,966,978 | $54.2B | 755.34% | |
| 48 | HLNEHAMILTON LANE INC | 785,510 | $52.8B | 735.82% | |
| 49 | KEYSKEYSIGHT TECHNOLOGIES, INC. | 382,400 | $52.7B | 735.03% | |
| 50 | PCARPACCAR INC | 626,400 | $51.6B | 719.19% | |
| 51 | VEEVVEEVA SYSTEMS INC | 260,000 | $51.5B | 717.96% | |
| 52 | CRLCHARLES RIVER LABORATORIES INTL INC | 238,204 | $51.0B | 710.70% | |
| 53 | NVSTENVISTA HLDGS CORP | 1,309,200 | $50.5B | 703.56% | |
| 54 | NDSNNORDSON CORP | 248,100 | $50.2B | 700.32% | |
| 55 | EHCENCOMPASS HEALTH CORPORATION | 876,500 | $49.1B | 685.03% | |
| 56 | SSNCSS&C TECHNOLOGIES HLDGS INC | 835,600 | $48.5B | 676.59% | |
| 57 | EYENATIONAL VISION HOLDINGS INC | 1,762,545 | $48.5B | 675.85% | |
| 58 | VCVISTEON CORPORATION | 467,875 | $48.5B | 675.74% | |
| 59 | SAILEURSAILPOINT TECHNOLOGIES HOLDINGS INC | 770,060 | $48.3B | 673.02% | |
| 60 | ONTOONTO INNOVATION INC | 686,150 | $47.9B | 667.23% | |
| 61 | 2JEFOCUS FINANCIAL PARTNERS INC | 1,391,440 | $47.4B | 660.82% | |
| 62 | VACMARRIOTT VACATIONS WORLDWIDE CORP | 406,500 | $47.2B | 658.63% | |
| 63 | ESTCELASTIC N V | 695,300 | $47.1B | 656.07% | |
| 64 | ITCIEURINTRA-CELLULAR THERAPIES INC | 800,838 | $45.7B | 637.39% | |
| 65 | CYBRCYBER-ARK SOFTWARE LIMITED | 352,850 | $45.2B | 629.57% | |
| 66 | PLNTPLANET FITNESS INCORPORATION | 662,615 | $45.1B | 628.36% | |
| 67 | CALYCALLAWAY GOLF CO | 2,139,385 | $43.6B | 608.55% | |
| 68 | FNDFLOOR AND DECOR HOLDING INCORPORATION | 686,910 | $43.2B | 603.04% | |
| 69 | BSYBENTLEY SYSTEMS INC | 1,281,500 | $42.7B | 595.03% | |
| 70 | HXLHEXCEL CORPORATION | 806,385 | $42.2B | 588.17% | |
| 71 | ASNDASCENDIS PHARMA A/S | 449,650 | $41.8B | 582.83% | |
| 72 | MTSIMACOM TECHNOLOGY SOLUTIONS HOLDINGS | 897,010 | $41.4B | 576.60% | |
| 73 | EXLSEXLSERVICE HLDGS I | 278,830 | $41.1B | 572.81% | |
| 74 | ZWSZURN WTR SOLUTIONS CORP | 1,490,165 | $40.6B | 566.00% | |
| 75 | SMPLSIMPLY GOOD FOODS COMPANY | 1,067,704 | $40.3B | 562.31% | |
| 76 | FLT1EURFLEETCOR TECHNOLOGIES INC | 188,500 | $39.6B | 552.25% | |
| 77 | HUBBHUBBELL INCORPORATED | 220,700 | $39.4B | 549.56% | |
| 78 | ALGMALLEGRO MICROSYSTEMS INC | 1,879,190 | $38.9B | 542.13% | |
| 79 | SYNASYNAPTICS INCORPORATED | 329,345 | $38.9B | 542.12% | |
| 80 | INSPINSPIRE MEDICAL SYSTEMS INC | 209,615 | $38.3B | 533.90% | |
| 81 | CASYCASEYS GEN STORES | 206,600 | $38.2B | 532.89% | |
| 82 | EVOP1EUREVO PAYMENTS INC | 1,612,730 | $37.9B | 528.90% | |
| 83 | CSGPCOSTAR GROUP INC | 624,600 | $37.7B | 526.12% | |
| 84 | PYCRPAYCOR HCM INC | 1,443,217 | $37.5B | 523.22% | |
| 85 | TYLTYLER TECHNOLOGIES | 112,465 | $37.4B | 521.38% | |
| 86 | BURLBURLINGTON STORES INC. | 274,000 | $37.3B | 520.48% | |
| 87 | HUBSHUBSPOT INC | 124,000 | $37.3B | 519.84% | |
| 88 | ASGNASGN INCORPORATED | 412,645 | $37.2B | 519.28% | |
| 89 | FMCFMC CORPORATION | 347,200 | $37.2B | 518.06% | |
| 90 | ATRCATRICURE INC | 902,579 | $36.9B | 514.23% | |
| 91 | WKWORKIVA INC | 543,993 | $35.9B | 500.55% | |
| 92 | AVLRUSDAVALARA INC | 507,195 | $35.8B | 499.30% | |
| 93 | RBCRBC BEARINGS INC | 193,600 | $35.8B | 499.27% | |
| 94 | ESABESAB CORPORATION | 801,210 | $35.1B | 488.77% | |
| 95 | NEWREURNEW RELIC INC | 697,002 | $34.9B | 486.43% | |
| 96 | TTEKTETRA TECH INC | 253,000 | $34.5B | 481.71% | |
| 97 | VCTRVICTORY CAPITAL HOLDINGS, INC. | 1,416,499 | $34.1B | 476.01% | |
| 98 | RRXREGAL REXNORD CORPORATION | 291,321 | $33.1B | 461.13% | |
| 99 | HGVHILTON GRAND VACATIONS INC | 920,912 | $32.9B | 458.80% | |
| 100 | AZEKAZEK COMPANY INC CL A | 1,954,570 | $32.7B | 456.24% |
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