TimesSquare Capital Management, LLC Q3 2022 Filing
Filed November 9, 2022
Portfolio Value
$7.2T
Holdings
189
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (189 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WCNWASTE CONNECTIONS INC | 966,200 | $130.6B | 1.82% | |
| 2 | ITGARTNER INCORPORATION | 437,425 | $121.0B | 1.68% | |
| 3 | PANWPALO ALTO NETWORKS INC | 692,160 | $113.4B | 1.58% | |
| 4 | CITCINTAS CORPORATION | 285,100 | $110.7B | 1.54% | |
| 5 | ORLYO'REILLY AUTOMOTIVE INC | 154,500 | $108.7B | 1.51% | |
| 6 | RNRRENAISSANCERE HOLDINGS LTD. | 774,000 | $108.7B | 1.51% | |
| 7 | ABGAMERISOURCEBERGEN CORPORATION | 719,500 | $97.4B | 1.35% | |
| 8 | SBACSBA COMMUNICATIONS CORPORATION | 338,945 | $96.5B | 1.34% | |
| 9 | CRWDCROWDSTRIKE HOLDINGS INC | 521,950 | $86.0B | 1.20% | |
| 10 | PCTYPAYLOCITY HOLDING CORPORATION | 354,050 | $85.5B | 1.19% | |
| 11 | BCBRUNSWICK CORPORATION | 1,261,200 | $82.5B | 1.15% | |
| 12 | LNGCHENIERE ENERGY INC | 488,700 | $81.1B | 1.13% | |
| 13 | POOLPOOL CORPORATION | 253,120 | $80.5B | 1.12% | |
| 14 | EMEEMCOR GROUP INC | 671,750 | $77.6B | 1.08% | |
| 15 | CTLTEURCATALENT INC | 1,067,600 | $77.3B | 1.07% | |
| 16 | WNSNWNS HOLDINGS LTD | 903,210 | $73.9B | 1.03% | |
| 17 | SNPSSYNOPSYS INC | 229,420 | $70.1B | 0.97% | |
| 18 | APHAMPHENOL CORP | 1,040,000 | $69.6B | 0.97% | |
| 19 | NSYNICE LIMITED | 369,020 | $69.5B | 0.97% | |
| 20 | IBKRINTERACTIVE BROKERS GROUP INC | 1,078,600 | $68.9B | 0.96% | |
| 21 | CHECHEMED CORPORATION | 153,220 | $66.9B | 0.93% | |
| 22 | ASNDASCENDIS PHARMA A/S | 639,675 | $66.1B | 0.92% | |
| 23 | MLMMARTIN MARIETTA MATERIALS INC | 203,800 | $65.6B | 0.91% | |
| 24 | BJBJS WHSL CLUB HLDGS INC | 885,950 | $64.5B | 0.90% | |
| 25 | MCHPMICROCHIP TECH INC | 1,046,900 | $63.9B | 0.89% | |
| 26 | MTDRMATADOR RESOURCES COMPANY | 1,292,900 | $63.2B | 0.88% | |
| 27 | RPRXROYALTY PHARMA PLC | 1,564,900 | $62.9B | 0.87% | |
| 28 | SMARGBPSMARTSHEET INC | 1,820,640 | $62.6B | 0.87% | |
| 29 | FMCFMC CORPORATION | 589,400 | $62.3B | 0.87% | |
| 30 | KEYSKEYSIGHT TECHNOLOGIES, INC. | 391,300 | $61.6B | 0.86% | |
| 31 | CPRTCOPART INC | 576,300 | $61.3B | 0.85% | |
| 32 | BAHBOOZ ALLEN HAMILTON INC | 652,500 | $60.3B | 0.84% | |
| 33 | TQJSIGNATURE BANK | 397,400 | $60.0B | 0.83% | |
| 34 | MRVLMARVELL TECHNOLOGY INC | 1,382,880 | $59.3B | 0.83% | |
| 35 | CSGPCOSTAR GROUP INC | 843,090 | $58.7B | 0.82% | |
| 36 | LULULULULEMON ATHLETIC | 208,200 | $58.2B | 0.81% | |
| 37 | TYLTYLER TECHNOLOGIES | 163,005 | $56.6B | 0.79% | |
| 38 | CSLCARLISLE COMPANIES INC | 199,800 | $56.0B | 0.78% | |
| 39 | DRVNDRIVEN BRANDS HOLDINGS INC | 1,993,868 | $55.8B | 0.78% | |
| 40 | VRSKVERISK ANALYTICS INC | 326,000 | $55.6B | 0.77% | |
| 41 | APTVAPTIV PLC | 704,300 | $55.1B | 0.77% | |
| 42 | NDAQNASDAQ INC | 971,640 | $55.1B | 0.77% | |
| 43 | EYENATIONAL VISION HOLDINGS INC | 1,685,840 | $55.0B | 0.77% | |
| 44 | CYBRCYBER-ARK SOFTWARE LIMITED | 366,450 | $54.9B | 0.76% | |
| 45 | VACMARRIOTT VACATIONS WORLDWIDE CORP | 447,500 | $54.5B | 0.76% | |
| 46 | HLNEHAMILTON LANE INC | 910,750 | $54.3B | 0.76% | |
| 47 | AMEAMETEK INC | 478,300 | $54.2B | 0.75% | |
| 48 | ENQENTEGRIS INC | 652,100 | $54.1B | 0.75% | |
| 49 | VEEVVEEVA SYSTEMS INC | 326,200 | $53.8B | 0.75% | |
| 50 | PXDEURPIONEER NATURAL RESOURCES CO | 248,200 | $53.7B | 0.75% | |
| 51 | CASYCASEYS GEN STORES | 264,800 | $53.6B | 0.75% | |
| 52 | PYCRPAYCOR HCM INC | 1,785,380 | $52.8B | 0.73% | |
| 53 | AZPN1USDASPEN TECHNOLOGY INC | 220,100 | $52.4B | 0.73% | |
| 54 | ROSTROSS STORES INC | 622,100 | $52.4B | 0.73% | |
| 55 | NVSTENVISTA HLDGS CORP | 1,575,200 | $51.7B | 0.72% | |
| 56 | CWSTCASELLA WASTE SYSTEMS, INC. | 669,635 | $51.2B | 0.71% | |
| 57 | EHCENCOMPASS HEALTH CORPORATION | 1,127,900 | $51.0B | 0.71% | |
| 58 | ZWSZURN ELKAY WATER SOLUTIONS CORP | 2,069,165 | $50.7B | 0.71% | |
| 59 | EXLSEXLSERVICE HLDGS I | 340,910 | $50.2B | 0.70% | |
| 60 | ICLRICON PLC SHS | 270,600 | $49.7B | 0.69% | |
| 61 | HUBBHUBBELL INCORPORATED | 222,200 | $49.6B | 0.69% | |
| 62 | MPWRMONOLITHIC PWR SYS | 132,800 | $48.3B | 0.67% | |
| 63 | NDSNNORDSON CORP | 225,800 | $47.9B | 0.67% | |
| 64 | ARGXARGENX SE | 133,325 | $47.1B | 0.65% | |
| 65 | BSYBENTLEY SYSTEMS INC | 1,528,500 | $46.8B | 0.65% | |
| 66 | HQYHEALTHEQUITY INC | 684,935 | $46.0B | 0.64% | |
| 67 | SILKSILK ROAD MEDICAL INC | 1,007,440 | $45.3B | 0.63% | |
| 68 | ALGMALLEGRO MICROSYSTEMS INC | 2,061,800 | $45.0B | 0.63% | |
| 69 | ESTCELASTIC N V | 626,000 | $44.9B | 0.62% | |
| 70 | —LESLIES INC | 2,995,774 | $44.1B | 0.61% | |
| 71 | IDXXIDEXX LABORATORIES INC | 131,700 | $42.9B | 0.60% | |
| 72 | WKWORKIVA INC | 547,293 | $42.6B | 0.59% | |
| 73 | NSANATIONAL STORAGE AFFILIATES TRUST | 1,021,910 | $42.5B | 0.59% | |
| 74 | PWSCPOWERSCHOOL HOLDINGS INC | 2,538,071 | $42.4B | 0.59% | |
| 75 | ITTITT INC | 633,920 | $41.4B | 0.58% | |
| 76 | SMPLSIMPLY GOOD FOODS COMPANY | 1,291,390 | $41.3B | 0.57% | |
| 77 | INSPINSPIRE MEDICAL SYSTEMS INC | 232,520 | $41.2B | 0.57% | |
| 78 | ITCIEURINTRA-CELLULAR THERAPIES INC | 885,510 | $41.2B | 0.57% | |
| 79 | —BTRS HLDGS INC | 4,407,508 | $40.8B | 0.57% | |
| 80 | RRXREGAL REXNORD CORPORATION | 290,010 | $40.7B | 0.57% | |
| 81 | HXLHEXCEL CORPORATION | 783,720 | $40.5B | 0.56% | |
| 82 | ONTOONTO INNOVATION INC | 623,735 | $40.0B | 0.56% | |
| 83 | FNDFLOOR AND DECOR HOLDING INCORPORATION | 564,400 | $39.7B | 0.55% | |
| 84 | AZEKAZEK COMPANY INC CL A | 2,370,370 | $39.4B | 0.55% | |
| 85 | ESABESAB CORPORATION | 1,175,510 | $39.2B | 0.55% | |
| 86 | MTSIMACOM TECHNOLOGY SOLUTIONS HOLDINGS | 753,220 | $39.0B | 0.54% | |
| 87 | PINSPINTEREST INC | 1,653,200 | $38.5B | 0.54% | |
| 88 | LEGNLEGEND BIOTECH CORP | 941,300 | $38.4B | 0.53% | |
| 89 | PLNTPLANET FITNESS INCORPORATION | 665,400 | $38.4B | 0.53% | |
| 90 | NEWREURNEW RELIC INC | 661,842 | $38.0B | 0.53% | |
| 91 | 2JEFOCUS FINANCIAL PARTNERS INC | 1,204,750 | $38.0B | 0.53% | |
| 92 | ATRCATRICURE INC | 964,530 | $37.7B | 0.52% | |
| 93 | FLT1EURFLEETCOR TECHNOLOGIES INC | 210,100 | $37.0B | 0.51% | |
| 94 | PTCTPTC THERAPEUTICS, INC. | 731,890 | $36.7B | 0.51% | |
| 95 | VCTRVICTORY CAPITAL HOLDINGS, INC. | 1,575,859 | $36.7B | 0.51% | |
| 96 | VCVISTEON CORPORATION | 336,400 | $35.7B | 0.50% | |
| 97 | TPGTPG INC | 1,271,700 | $35.4B | 0.49% | |
| 98 | WHDCACTUS INC | 908,990 | $34.9B | 0.49% | |
| 99 | TTEKTETRA TECH INC | 268,600 | $34.5B | 0.48% | |
| 100 | SPTSPROUT SOCIAL INC | 562,614 | $34.1B | 0.47% |
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