TimesSquare Capital Management, LLC Q2 2024 Filing
Filed August 8, 2024
Portfolio Value
$6.4B
Holdings
158
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (158 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYBRCYBERARK SOFTWARE LTD | 576,489 | $157.6B | 2477.49% | |
| 2 | CRWDCROWDSTRIKE HLDGS INC | 384,938 | $147.5B | 2318.44% | |
| 3 | CITCINTAS CORP | 184,208 | $129.0B | 2027.49% | |
| 4 | VRSKVERISK ANALYTICS INC | 424,578 | $114.4B | 1798.82% | |
| 5 | BJBJS WHSL CLUB HLDGS INC | 1,287,012 | $113.1B | 1776.91% | |
| 6 | ABGCENCORA INC | 500,242 | $112.7B | 1771.47% | |
| 7 | ORLYOREILLY AUTOMOTIVE INC | 103,667 | $109.5B | 1720.76% | |
| 8 | ITGARTNER INC | 237,672 | $106.7B | 1677.54% | |
| 9 | APHAMPHENOL CORP NEW | 1,564,608 | $105.4B | 1656.77% | |
| 10 | WCNWASTE CONNECTIONS INC | 597,319 | $104.7B | 1646.37% | |
| 11 | EMEEMCOR GROUP INC | 255,730 | $93.4B | 1467.44% | |
| 12 | LNGCHENIERE ENERGY INC | 528,847 | $92.5B | 1453.24% | |
| 13 | SMARGBPSMARTSHEET INC | 2,096,864 | $92.4B | 1452.79% | |
| 14 | MPWRMONOLITHIC PWR SYS INC | 112,479 | $92.4B | 1452.67% | |
| 15 | TERTERADYNE INC | 621,643 | $92.2B | 1448.92% | |
| 16 | ROSTROSS STORES INC | 616,830 | $89.6B | 1408.91% | |
| 17 | RRXREGAL REXNORD CORPORATION | 646,255 | $87.4B | 1373.52% | |
| 18 | VEEVVEEVA SYS INC | 471,929 | $86.4B | 1357.51% | |
| 19 | CHECHEMED CORP NEW | 155,540 | $84.4B | 1326.47% | |
| 20 | RNRRENAISSANCERE HLDGS LTD | 369,136 | $82.5B | 1296.81% | |
| 21 | HUBSHUBSPOT INC | 139,015 | $82.0B | 1288.70% | |
| 22 | ASNDASCENDIS PHARMA A/S | 596,314 | $81.3B | 1278.25% | |
| 23 | DC4DEXCOM INC | 704,480 | $79.9B | 1255.44% | |
| 24 | TPGTPG INC | 1,804,367 | $74.8B | 1175.55% | |
| 25 | PINSPINTEREST INC | 1,689,790 | $74.5B | 1170.49% | |
| 26 | IDXXIDEXX LABS INC | 148,569 | $72.4B | 1137.70% | |
| 27 | MCHPMICROCHIP TECHNOLOGY INC. | 783,099 | $71.7B | 1126.24% | |
| 28 | HCPHASHICORP INC | 1,969,211 | $66.3B | 1042.76% | |
| 29 | VERXVERTEX INC | 1,754,003 | $63.2B | 993.86% | |
| 30 | TYLTYLER TECHNOLOGIES INC | 121,598 | $61.1B | 960.94% | |
| 31 | EFXEQUIFAX INC | 250,910 | $60.8B | 956.20% | |
| 32 | CWSTCASELLA WASTE SYS INC | 611,092 | $60.6B | 953.01% | |
| 33 | AMEAMETEK INC | 356,092 | $59.4B | 933.07% | |
| 34 | MLMMARTIN MARIETTA MATLS INC | 109,134 | $59.1B | 929.37% | |
| 35 | ICLRICON PLC | 185,642 | $58.2B | 914.67% | |
| 36 | PANWPALO ALTO NETWORKS INC | 171,244 | $58.1B | 912.47% | |
| 37 | NSYNICE LTD | 336,315 | $57.8B | 909.06% | |
| 38 | ESTCELASTIC N V | 500,450 | $57.0B | 896.01% | |
| 39 | 0J7QIAC INC | 1,215,104 | $56.9B | 894.78% | |
| 40 | WSOWATSCO INC | 122,758 | $56.9B | 893.81% | |
| 41 | BSYBENTLEY SYS INC | 1,121,941 | $55.4B | 870.44% | |
| 42 | EHCENCOMPASS HEALTH CORP | 626,766 | $53.8B | 845.15% | |
| 43 | SAIASAIA INC | 113,197 | $53.7B | 843.86% | |
| 44 | CSLCARLISLE COS INC | 131,983 | $53.5B | 840.60% | |
| 45 | FROGJFROG LTD | 1,417,349 | $53.2B | 836.52% | |
| 46 | LEGNLEGEND BIOTECH CORP | 1,173,766 | $52.0B | 817.11% | |
| 47 | CSGPCOSTAR GROUP INC | 689,961 | $51.2B | 804.02% | |
| 48 | IBKRINTERACTIVE BROKERS GROUP IN | 416,265 | $51.0B | 802.14% | |
| 49 | WEXWEX INC | 287,420 | $50.9B | 800.25% | |
| 50 | PRPERMIAN RESOURCES CORP | 3,148,980 | $50.9B | 799.34% | |
| 51 | MRVLMARVELL TECHNOLOGY INC | 726,848 | $50.8B | 798.57% | |
| 52 | BCBRUNSWICK CORP | 666,348 | $48.5B | 762.16% | |
| 53 | CUBECUBESMART | 1,059,355 | $47.9B | 752.11% | |
| 54 | DASHDOORDASH INC | 421,645 | $45.9B | 720.92% | |
| 55 | TSCOTRACTOR SUPPLY CO | 166,465 | $44.9B | 706.44% | |
| 56 | ROKROCKWELL AUTOMATION INC | 162,460 | $44.7B | 702.93% | |
| 57 | ARGXARGENX SE | 100,650 | $43.3B | 680.32% | |
| 58 | ESABESAB CORPORATION | 429,070 | $40.5B | 636.84% | |
| 59 | FNDFLOOR & DECOR HLDGS INC | 404,580 | $40.2B | 632.16% | |
| 60 | AZPN1USDASPEN TECHNOLOGY INC | 199,210 | $39.6B | 621.94% | |
| 61 | VCTRVICTORY CAP HLDGS INC | 824,166 | $39.3B | 618.30% | |
| 62 | RPMRPM INTL INC | 364,881 | $39.3B | 617.56% | |
| 63 | IOTSAMSARA INC | 1,145,121 | $38.6B | 606.56% | |
| 64 | WSCWILLSCOT MOBIL MINI HLDNG CO | 1,018,704 | $38.3B | 602.68% | |
| 65 | MTDRMATADOR RES CO | 643,281 | $38.3B | 602.61% | |
| 66 | HLNEHAMILTON LANE INC | 309,520 | $38.3B | 601.21% | |
| 67 | BROBROWN & BROWN INC | 419,192 | $37.5B | 589.10% | |
| 68 | SNPSSYNOPSYS INC | 61,934 | $36.9B | 579.27% | |
| 69 | NSANATIONAL STORAGE AFFILIATES | 851,580 | $35.1B | 551.73% | |
| 70 | OLEDUNIVERSAL DISPLAY CORP | 166,509 | $35.0B | 550.26% | |
| 71 | KLICKULICKE & SOFFA INDS INC | 701,137 | $34.5B | 542.09% | |
| 72 | GFLGFL ENVIRONMENTAL INC | 878,805 | $34.2B | 537.74% | |
| 73 | SAFTSAFETY INS GROUP INC | 455,568 | $34.2B | 537.25% | |
| 74 | SYNASYNAPTICS INC | 384,672 | $33.9B | 533.27% | |
| 75 | CWANCLEARWATER ANALYTICS HLDGS I | 1,810,779 | $33.5B | 527.11% | |
| 76 | CPRTCOPART INC | 613,006 | $33.2B | 521.84% | |
| 77 | POOLPOOL CORP | 106,734 | $32.8B | 515.58% | |
| 78 | WKWORKIVA INC | 448,674 | $32.7B | 514.74% | |
| 79 | AZEKAZEK CO INC | 761,502 | $32.1B | 504.26% | |
| 80 | TTEKTETRA TECH INC NEW | 156,245 | $31.9B | 502.17% | |
| 81 | ACVAACV AUCTIONS INC | 1,728,202 | $31.5B | 495.73% | |
| 82 | ADUSADDUS HOMECARE CORP | 270,425 | $31.4B | 493.52% | |
| 83 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 198,400 | $30.8B | 484.88% | |
| 84 | RGENREPLIGEN CORP | 240,512 | $30.3B | 476.55% | |
| 85 | WHDCACTUS INC | 565,217 | $29.8B | 468.54% | |
| 86 | SILKSILK RD MED INC | 1,098,739 | $29.7B | 466.97% | |
| 87 | XENEXENON PHARMACEUTICALS INC | 754,493 | $29.4B | 462.38% | |
| 88 | MTSIMACOM TECH SOLUTIONS HLDGS I | 259,755 | $29.0B | 455.11% | |
| 89 | STVNSTEVANATO GROUP S P A | 1,550,223 | $28.4B | 446.87% | |
| 90 | ITCIEURINTRA-CELLULAR THERAPIES INC | 411,483 | $28.2B | 442.97% | |
| 91 | AVDXAVIDXCHANGE HOLDINGS INC | 2,318,898 | $28.0B | 439.56% | |
| 92 | FMFFORMFACTOR INC | 452,530 | $27.4B | 430.54% | |
| 93 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 853,800 | $27.3B | 428.63% | |
| 94 | IASINTEGRAL AD SCIENCE HLDNG CO | 2,755,274 | $26.8B | 420.94% | |
| 95 | NDSNNORDSON CORP | 115,085 | $26.7B | 419.55% | |
| 96 | CRLCHARLES RIV LABS INTL INC | 129,208 | $26.7B | 419.54% | |
| 97 | GLBEGLOBAL E ONLINE LTD | 733,552 | $26.6B | 418.19% | |
| 98 | ONTOONTO INNOVATION INC | 120,721 | $26.5B | 416.61% | |
| 99 | WRBYWARBY PARKER INC | 1,645,320 | $26.4B | 415.32% | |
| 100 | QTWOQ2 HLDGS INC | 415,585 | $25.1B | 394.08% |
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