TimesSquare Capital Management, LLC Q3 2019 Filing

Filed November 5, 2019

Portfolio Value

$11.3B

Holdings

217

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (217 positions)

StockValue
PGRProgressive Corp.
$237.3M
GPNGlobal Payments Inc
$221.5M
TRUTransunion
$199.1M
BAHBooz Allen & Hamilton Inc
$195.7M
CBRECBRE Group Inc
$194.4M
PCTYPaylocity Holding Corp
$144.2M
CRLCharles River Laboratorie
$133.4M
WEXWex Inc
$132.6M
FLT1EURFleetcor Technologies Inc
$120.3M
BWXTBWX Technologies Inc.
$118.2M
SBACSBA Communications Corp
$117.4M
APOApollo Global Management
$117.1M
AVLRUSDAvalara Inc
$117.1M
RPMRPM International Inc
$116.6M
TYLTyler Technologies Inc.
$115.3M
CLHClean Harbors Inc
$111.4M
TNETTrinet Group Inc
$111.2M
CSGPCostar Group Inc
$108.1M
VRTXVertex Pharmaceuticals In
$104.2M
JXC1J2 Global Inc.
$103.9M
RNRRenaissancere Holdings Lt
$103.1M
ENQEntegris Inc.
$102.7M
QTWOQ2 Holdings Inc
$100.8M
ITGartner Inc
$100.6M
MRVLMarvell Technology Group
$98.0M
ORLYO'Reilly Automotive Inc
$95.3M
WCNWaste Connections Inc.
$94.0M
HXLHexcel Corp.
$92.7M
COUPEURCoupa Software Incorporat
$91.4M
ZNGAEURZynga Inc
$91.3M
EMEEMCOR Group Inc
$90.0M
ENVUSDEnvestnet Inc.
$87.4M
STRAStrategic Ed Inc
$84.9M
LRCXEURLam Research Corp.
$84.8M
MKSIMKS Instruments Inc.
$84.4M
ASGNASGN Incorporated
$84.3M
WNSNWNS Holdings Ltd ADR
$83.5M
AINAlbany International Corp
$80.1M
SG7SAGE Therapeutics Inc.
$80.0M
VRSKVerisk Analytics Inc. Cl
$78.1M
EYENational Vision Holdings
$77.9M
SIVBEURSVB Financial Group
$77.7M
FUODolby Laboratories Inc. C
$77.6M
OPTUAltice USA Inc
$76.8M
DOXAmdocs Limited
$76.0M
AERAercap Holdings NV
$75.6M
GKDGrand Canyon Education In
$74.2M
TNDMTandem Diabetes Care Inc.
$73.1M
BCBrunswick Corp.
$73.0M
RPRealPage Inc
$72.2M
IHS Markit Ltd.
$71.7M
PRLBProto Labs Inc
$71.4M
BJBJs Wholesale Club Holdin
$69.6M
MLMMartin Marietta Materials
$69.5M
FIVEFive Below Inc
$69.0M
ADUSAddus Home Care Corp
$68.6M
ZEN1EURZendesk Inc.
$68.5M
CPRTCopart Inc.
$68.4M
JKHYJack Henry and Associates
$68.2M
CITCintas Corp.
$66.8M
BURLBurlington Stores Inc
$66.6M
EVOP1EUREvo Payments Inc Class A
$66.3M
LHCGUSDLHC Group
$65.9M
KWKennedy-Wilson Holdings I
$65.9M
CNCCentene Corp.
$65.8M
LHXL3Harris Technologies Inc
$65.3M
TSAACI Worldwide Inc.
$65.2M
LWLamb Weston Holdings Inc
$65.0M
DPZDomino's Pizza Inc.
$64.7M
CHEChemed Corp.
$64.5M
KNXKnight Transportation Inc
$64.3M
HLNEHamilton Lane Inc Class A
$63.6M
AMEAmetek Inc
$63.3M
EHCEncompass Health Corporat
$62.7M
PluralSight Inc Cl A
$62.5M
2L9Blueprint Medicines Corp.
$62.4M
EXLSExlservice Holdings Inc
$59.2M
BFAMBright Horizons Family So
$59.1M
BECNUSDBeacon Roofing Supply Inc
$57.8M
MPWRMonolithic Power Systems
$57.4M
2JEFocus Financial Partners
$56.7M
CHGGChegg Inc
$56.7M
TSCOTractor Supply Company
$56.1M
LFUSLittelfuse Inc.
$55.8M
AGOAssured Guaranty Ltd
$55.6M
APTVAPTIV Plc
$55.5M
RXNEURRexnord Holdings Inc
$55.4M
IACIEURIAC/InterActiveCorp.
$55.0M
HGVHilton Grand Vacations In
$54.9M
APHAmphenol Corp. Cl A
$54.8M
CWKCushman & Wakefield PLC
$54.0M
ESTCElastic NV
$53.4M
CABOCable One Inc
$51.9M
IRTCiRhythm Technologies Inc
$51.8M
MCHPMicrochip Technology Inc.
$51.4M
EXPOExponent Inc.
$49.6M
NDSNNordson Corporation
$49.3M
TEAMAtlassian Corporation Plc
$49.1M
GGenpact Ltd.
$47.7M
ROKRockwell Automation Inc.
$46.8M
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