TimesSquare Capital Management, LLC Q2 2023 Filing
Filed August 9, 2023
Portfolio Value
$7.0T
Holdings
173
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (173 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DC4DEXCOM INC | 6,400 | $822.0M | 0.01% | |
| 2 | THCTENET HEALTHCARE CORPORATION | 10,050 | $818.0M | 0.01% | |
| 3 | CICIGNA GROUP | 2,300 | $645.0M | 0.01% | |
| 4 | 8INSYNEOS HEALTH INC | 10,400 | $438.0M | 0.01% | |
| 5 | KRTXKARUNA THERAPEUTICS INC | 1,600 | $347.0M | 0.00% | |
| 6 | ORLYO'REILLY AUTOMOTIVE INC | 140,435 | $134K | 0.00% | |
| 7 | PANWPALO ALTO NETWORKS INC | 511,834 | $130K | 0.00% | |
| 8 | ITGARTNER INCORPORATION | 353,541 | $123K | 0.00% | |
| 9 | SNPSSYNOPSYS INC | 282,960 | $123K | 0.00% | |
| 10 | WCNWASTE CONNECTIONS INC | 847,277 | $121K | 0.00% | |
| 11 | CITCINTAS CORPORATION | 234,730 | $116K | 0.00% | |
| 12 | ABGAMERISOURCEBERGEN CORPORATION | 539,820 | $103K | 0.00% | |
| 13 | RNRRENAISSANCERE HOLDINGS LTD. | 539,865 | $100K | 0.00% | |
| 14 | BJBJS WHSL CLUB HLDGS INC | 1,567,753 | $98K | 0.00% | |
| 15 | CHECHEMED CORPORATION | 176,481 | $95K | 0.00% | |
| 16 | LNGCHENIERE ENERGY INC | 618,188 | $94K | 0.00% | |
| 17 | BCBRUNSWICK CORPORATION | 1,015,578 | $87K | 0.00% | |
| 18 | VRSKVERISK ANALYTICS INC | 383,483 | $86K | 0.00% | |
| 19 | CYBRCYBER-ARK SOFTWARE LIMITED | 542,582 | $84K | 0.00% | |
| 20 | BSYBENTLEY SYSTEMS INC | 1,505,126 | $81K | 0.00% | |
| 21 | CSGPCOSTAR GROUP INC | 910,801 | $81K | 0.00% | |
| 22 | APHAMPHENOL CORP | 938,517 | $79K | 0.00% | |
| 23 | CPRTCOPART INC | 867,340 | $79K | 0.00% | |
| 24 | GFLGFL ENVIRONMENTAL INC | 2,022,800 | $78K | 0.00% | |
| 25 | IDXXIDEXX LABORATORIES INC | 149,582 | $75K | 0.00% | |
| 26 | MLMMARTIN MARIETTA MATERIALS INC | 162,800 | $75K | 0.00% | |
| 27 | TERTERADYNE INC | 678,382 | $75K | 0.00% | |
| 28 | NSYNICE LIMITED | 360,875 | $74K | 0.00% | |
| 29 | MCHPMICROCHIP TECH INC | 827,865 | $74K | 0.00% | |
| 30 | SMARGBPSMARTSHEET INC | 1,928,133 | $73K | 0.00% | |
| 31 | CRWDCROWDSTRIKE HOLDINGS INC | 491,160 | $72K | 0.00% | |
| 32 | CWSTCASELLA WASTE SYSTEMS, INC. | 798,692 | $72K | 0.00% | |
| 33 | HUBSHUBSPOT INC | 132,250 | $70K | 0.00% | |
| 34 | AMEAMETEK INC | 424,715 | $68K | 0.00% | |
| 35 | ROSTROSS STORES INC | 612,750 | $68K | 0.00% | |
| 36 | ASNDASCENDIS PHARMA A/S | 767,427 | $68K | 0.00% | |
| 37 | IBKRINTERACTIVE BROKERS GROUP INC | 801,895 | $66K | 0.00% | |
| 38 | EHCENCOMPASS HEALTH CORPORATION | 983,820 | $66K | 0.00% | |
| 39 | MPWRMONOLITHIC PWR SYS | 124,020 | $66K | 0.00% | |
| 40 | WNSNWNS HOLDINGS LTD | 882,738 | $65K | 0.00% | |
| 41 | APTVAPTIV PLC | 626,970 | $64K | 0.00% | |
| 42 | ESABESAB CORPORATION | 970,316 | $64K | 0.00% | |
| 43 | TYLTYLER TECHNOLOGIES | 155,190 | $64K | 0.00% | |
| 44 | VEEVVEEVA SYSTEMS INC | 323,995 | $64K | 0.00% | |
| 45 | LEGNLEGEND BIOTECH CORP | 918,992 | $63K | 0.00% | |
| 46 | EFXEQUIFAX INC | 256,610 | $60K | 0.00% | |
| 47 | AOSSMITH(AO)CORP | 823,295 | $59K | 0.00% | |
| 48 | RPMRPM INTERNATIONAL INC. | 663,170 | $59K | 0.00% | |
| 49 | TPGTPG INC | 1,981,630 | $57K | 0.00% | |
| 50 | FIVEFIVE BELOW INC | 287,875 | $56K | 0.00% | |
| 51 | PWSCPOWERSCHOOL HOLDINGS INC | 2,926,415 | $56K | 0.00% | |
| 52 | ICLRICON PLC SHS | 220,890 | $55K | 0.00% | |
| 53 | PCTYPAYLOCITY HOLDING CORPORATION | 296,590 | $54K | 0.00% | |
| 54 | KEYSKEYSIGHT TECHNOLOGIES, INC. | 327,632 | $54K | 0.00% | |
| 55 | HLNEHAMILTON LANE INC | 681,660 | $54K | 0.00% | |
| 56 | EMEEMCOR GROUP INC | 281,540 | $52K | 0.00% | |
| 57 | NVSTENVISTA HLDGS CORP | 1,516,700 | $51K | 0.00% | |
| 58 | MTDRMATADOR RESOURCES COMPANY | 964,465 | $50K | 0.00% | |
| 59 | POOLPOOL CORPORATION | 135,670 | $50K | 0.00% | |
| 60 | PINSPINTEREST INC | 1,804,620 | $49K | 0.00% | |
| 61 | MRVLMARVELL TECHNOLOGY INC | 832,020 | $49K | 0.00% | |
| 62 | DRVNDRIVEN BRANDS HOLDINGS INC | 1,779,533 | $48K | 0.00% | |
| 63 | TSCOTRACTOR SUPPLY CO | 215,478 | $47K | 0.00% | |
| 64 | AZPN1USDASPEN TECHNOLOGY INC | 284,375 | $47K | 0.00% | |
| 65 | WEXWEX INC | 259,905 | $47K | 0.00% | |
| 66 | NDSNNORDSON CORP | 193,010 | $47K | 0.00% | |
| 67 | WSOWATSCO INC | 125,565 | $47K | 0.00% | |
| 68 | FNDFLOOR AND DECOR HOLDING INCORPORATION | 448,160 | $46K | 0.00% | |
| 69 | ESTCELASTIC N V | 721,150 | $46K | 0.00% | |
| 70 | BROBROWN & BROWN INC | 657,395 | $45K | 0.00% | |
| 71 | PXDEURPIONEER NATURAL RESOURCES CO | 215,530 | $44K | 0.00% | |
| 72 | CSLCARLISLE COMPANIES INC | 169,575 | $43K | 0.00% | |
| 73 | LSCCLATTICE SEMICONDUCTOR CORPORATION | 444,260 | $42K | 0.00% | |
| 74 | KNXKNIGHT SWIFT TRANSN HOLDINGS INC | 747,300 | $41K | 0.00% | |
| 75 | HXLHEXCEL CORPORATION | 530,730 | $40K | 0.00% | |
| 76 | SYNASYNAPTICS INCORPORATED | 478,495 | $40K | 0.00% | |
| 77 | WHDCACTUS INC | 954,268 | $40K | 0.00% | |
| 78 | ITTITT INC | 432,570 | $40K | 0.00% | |
| 79 | STVNSTEVANATO GROUP | 1,237,970 | $40K | 0.00% | |
| 80 | EXLSEXLSERVICE HLDGS I | 255,175 | $38K | 0.00% | |
| 81 | RPRXROYALTY PHARMA PLC | 1,257,195 | $38K | 0.00% | |
| 82 | 0J7QIAC INC | 620,971 | $38K | 0.00% | |
| 83 | EXPOEXPONENT INC | 400,140 | $37K | 0.00% | |
| 84 | FROGJFROG LTD | 1,351,213 | $37K | 0.00% | |
| 85 | VCVISTEON CORPORATION | 260,600 | $37K | 0.00% | |
| 86 | TTEKTETRA TECH INC | 221,615 | $36K | 0.00% | |
| 87 | VCTRVICTORY CAPITAL HOLDINGS, INC. | 1,151,279 | $36K | 0.00% | |
| 88 | ARGXARGENX SE | 90,690 | $35K | 0.00% | |
| 89 | RETAEURREATA PHARMACEUTICALS INC | 344,580 | $35K | 0.00% | |
| 90 | AZEKAZEK COMPANY INC CL A | 1,147,672 | $34K | 0.00% | |
| 91 | TTWOTAKE-TWO INTERACTIVE SOFTWARE INC. | 232,500 | $34K | 0.00% | |
| 92 | CALYTOPGOLF CALLAWAY BRANDS CORP | 1,672,730 | $33K | 0.00% | |
| 93 | IASINTEGRAL AD SCIENCE HOLDING CORP | 1,880,924 | $33K | 0.00% | |
| 94 | HQYHEALTHEQUITY INC | 524,565 | $33K | 0.00% | |
| 95 | INSPINSPIRE MEDICAL SYSTEMS INC | 102,300 | $33K | 0.00% | |
| 96 | RRXREGAL REXNORD CORPORATION | 217,565 | $33K | 0.00% | |
| 97 | RGENREPLIGEN CORPORATION | 229,928 | $32K | 0.00% | |
| 98 | ATRCATRICURE INC | 650,180 | $32K | 0.00% | |
| 99 | SAIASAIA INC | 95,925 | $32K | 0.00% | |
| 100 | ONTOONTO INNOVATION INC | 281,111 | $32K | 0.00% |
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