TimesSquare Capital Management, LLC Q4 2021 Filing
Filed February 4, 2022
Portfolio Value
$11.3B
Holdings
206
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (206 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CTLTEURCATALENT INC | 1,480,600 | $189.6B | 1679.48% | |
| 2 | RNRRENAISSANCERE HOLDINGS LTD. | 1,058,700 | $179.3B | 1588.31% | |
| 3 | TRUTRANSUNION | 1,365,750 | $162.0B | 1434.86% | |
| 4 | SMARGBPSMARTSHEET INC | 1,955,750 | $151.5B | 1342.03% | |
| 5 | 2L9BLUEPRINT MEDICINES CORPORATION | 1,387,330 | $148.6B | 1316.55% | |
| 6 | BCBRUNSWICK CORPORATION | 1,458,600 | $146.9B | 1301.74% | |
| 7 | WCNWASTE CONNECTIONS INC | 1,061,600 | $144.7B | 1281.70% | |
| 8 | ITGARTNER INCORPORATION | 428,300 | $143.2B | 1268.63% | |
| 9 | CRLCHARLES RIVER LABORATORIES INTL INC | 379,204 | $142.9B | 1265.86% | |
| 10 | ABGAMERISOURCEBERGEN CORPORATION | 1,055,800 | $140.3B | 1243.08% | |
| 11 | SBACSBA COMMUNICATIONS CORPORATION | 358,700 | $139.5B | 1236.31% | |
| 12 | TQJSIGNATURE BANK | 417,980 | $135.2B | 1197.89% | |
| 13 | ORLYO'REILLY AUTOMOTIVE INC | 190,600 | $134.6B | 1192.60% | |
| 14 | PANWPALO ALTO NETWORKS INC | 235,600 | $131.2B | 1162.17% | |
| 15 | CRWDCROWDSTRIKE HOLDINGS INC | 631,595 | $129.3B | 1145.75% | |
| 16 | NSYNICE LIMITED | 411,550 | $124.9B | 1107.01% | |
| 17 | EMEEMCOR GROUP INC | 913,160 | $116.3B | 1030.64% | |
| 18 | AZEKAZEK COMPANY INC CL A | 2,391,885 | $110.6B | 979.91% | |
| 19 | BAHBOOZ ALLEN HAMILTON INC | 1,276,650 | $108.2B | 959.05% | |
| 20 | PCTYPAYLOCITY HOLDING CORPORATION | 433,830 | $102.5B | 907.72% | |
| 21 | ZNGAEURZYNGA INC | 15,994,700 | $102.4B | 906.95% | |
| 22 | SAILEURSAILPOINT TECHNOLOGIES HOLDINGS INC | 2,112,940 | $102.1B | 904.95% | |
| 23 | APHAMPHENOL CORP | 1,163,300 | $101.7B | 901.42% | |
| 24 | MLMMARTIN MARIETTA MATERIALS INC | 225,200 | $99.2B | 878.94% | |
| 25 | RRXREGAL REXNORD CORPORATION | 577,844 | $98.3B | 871.25% | |
| 26 | FNDFLOOR AND DECOR HOLDING INCORPORATION | 753,270 | $97.9B | 867.67% | |
| 27 | MCHPMICROCHIP TECH INC | 1,123,900 | $97.8B | 866.91% | |
| 28 | EYENATIONAL VISION HOLDINGS INC | 2,032,810 | $97.6B | 864.32% | |
| 29 | CHECHEMED CORPORATION | 183,375 | $97.0B | 859.52% | |
| 30 | CPRTCOPART INC | 627,700 | $95.2B | 843.21% | |
| 31 | HUBSHUBSPOT INC | 141,400 | $93.2B | 825.77% | |
| 32 | VACMARRIOTT VACATIONS WORLDWIDE CORP | 540,100 | $91.3B | 808.60% | |
| 33 | SYNASYNAPTICS INCORPORATED | 314,940 | $91.2B | 807.82% | |
| 34 | SNPSSYNOPSYS INC | 239,815 | $88.4B | 782.96% | |
| 35 | WNSNWNS HOLDINGS LTD | 998,583 | $88.1B | 780.51% | |
| 36 | NEWREURNEW RELIC INC | 798,855 | $87.8B | 778.27% | |
| 37 | MKSIMKS INSTRUMENTS IN | 494,050 | $86.0B | 762.38% | |
| 38 | —LESLIES INC | 3,624,655 | $85.8B | 759.81% | |
| 39 | CYBRCYBER-ARK SOFTWARE LIMITED | 486,450 | $84.3B | 746.82% | |
| 40 | MPWRMONOLITHIC PWR SYS | 166,875 | $82.3B | 729.38% | |
| 41 | ENQENTEGRIS INC | 588,900 | $81.6B | 723.05% | |
| 42 | EHCENCOMPASS HEALTH CORPORATION | 1,246,100 | $81.3B | 720.48% | |
| 43 | FMCFMC CORPORATION | 732,800 | $80.5B | 713.46% | |
| 44 | POOLPOOL CORPORATION | 142,175 | $80.5B | 712.96% | |
| 45 | RHIROBERT HALF INTL | 718,400 | $80.1B | 709.82% | |
| 46 | ARGXARGENX SE | 226,000 | $79.1B | 701.20% | |
| 47 | ASGNASGN INCORPORATED | 633,600 | $78.2B | 692.72% | |
| 48 | WKWORKIVA INC | 597,136 | $77.9B | 690.36% | |
| 49 | KEYSKEYSIGHT TECHNOLOGIES, INC. | 373,900 | $77.2B | 684.11% | |
| 50 | ESTCELASTIC N V | 613,100 | $75.5B | 668.62% | |
| 51 | MRVLMARVELL TECHNOLOGY INC | 862,200 | $75.4B | 668.33% | |
| 52 | CITCINTAS CORPORATION | 169,775 | $75.2B | 666.61% | |
| 53 | VRSKVERISK ANALYTICS INC | 328,400 | $75.1B | 665.51% | |
| 54 | 2JEFOCUS FINANCIAL PARTNERS INC | 1,252,409 | $74.8B | 662.66% | |
| 55 | SSNCSS&C TECHNOLOGIES HLDGS INC | 907,800 | $74.4B | 659.36% | |
| 56 | AMEAMETEK INC | 505,100 | $74.3B | 658.02% | |
| 57 | BSYBENTLEY SYSTEMS INC | 1,533,900 | $74.1B | 656.81% | |
| 58 | BJBJS WHSL CLUB HLDGS INC | 1,098,000 | $73.5B | 651.49% | |
| 59 | ASNDASCENDIS PHARMA A/S | 544,700 | $73.3B | 649.23% | |
| 60 | ALGMALLEGRO MICROSYSTEMS INC | 2,006,527 | $72.6B | 643.19% | |
| 61 | DRVNDRIVEN BRANDS HOLDINGS INC | 2,132,282 | $71.7B | 635.14% | |
| 62 | ONTOONTO INNOVATION INC | 707,490 | $71.6B | 634.53% | |
| 63 | ITCIEURINTRA-CELLULAR THERAPIES INC | 1,343,965 | $70.3B | 623.23% | |
| 64 | TTEKTETRA TECH INC | 413,875 | $70.3B | 622.64% | |
| 65 | ICLRICON PLC SHS | 226,300 | $70.1B | 620.94% | |
| 66 | PLNTPLANET FITNESS INCORPORATION | 773,695 | $70.1B | 620.91% | |
| 67 | LULULULULEMON ATHLETIC | 177,350 | $69.4B | 615.09% | |
| 68 | CALYCALLAWAY GOLF CO | 2,518,785 | $69.1B | 612.35% | |
| 69 | ZWSZURN WTR SOLUTIONS CORP | 1,885,900 | $68.6B | 608.20% | |
| 70 | CSLCARLISLE COMPANIES INC | 273,450 | $67.8B | 601.12% | |
| 71 | AVLRUSDAVALARA INC | 516,190 | $66.6B | 590.47% | |
| 72 | RPRXROYALTY PHARMA PLC | 1,653,400 | $65.9B | 583.76% | |
| 73 | HXLHEXCEL CORPORATION | 1,260,100 | $65.3B | 578.31% | |
| 74 | BURLBURLINGTON STORES INC. | 220,200 | $64.2B | 568.72% | |
| 75 | ATRCATRICURE INC | 921,210 | $64.1B | 567.49% | |
| 76 | QTWOQ2 HOLDINGS INC | 785,075 | $62.4B | 552.55% | |
| 77 | ZEN1EURZENDESK INC | 594,300 | $62.0B | 549.13% | |
| 78 | CSGPCOSTAR GROUP INC | 766,000 | $60.5B | 536.35% | |
| 79 | NDSNNORDSON CORP | 236,200 | $60.3B | 534.21% | |
| 80 | ENVUSDENVESTNET INC | 757,905 | $60.1B | 532.76% | |
| 81 | CWSTCASELLA WASTE SYSTEMS, INC. | 696,927 | $59.5B | 527.45% | |
| 82 | INSPINSPIRE MEDICAL SYSTEMS INC | 257,565 | $59.3B | 524.99% | |
| 83 | HLNEHAMILTON LANE INC | 567,900 | $58.8B | 521.37% | |
| 84 | USFDUS FOODS HOLDING CORPORATION | 1,679,800 | $58.5B | 518.36% | |
| 85 | LHCGUSDLHC GROUP INC | 424,740 | $58.3B | 516.41% | |
| 86 | TNDMTANDEM DIABETES CARE INC | 369,645 | $55.6B | 492.95% | |
| 87 | IASINTEGRAL AD SCIENCE HOLDING CORP | 2,474,389 | $55.0B | 486.90% | |
| 88 | GFLGFL ENVIRONMENTAL INC | 1,448,500 | $54.8B | 485.75% | |
| 89 | PCARPACCAR INC | 612,200 | $54.0B | 478.72% | |
| 90 | IBKRINTERACTIVE BROKERS GROUP INC | 677,100 | $53.8B | 476.44% | |
| 91 | VOYAVOYA FINANCIAL INC | 810,700 | $53.8B | 476.29% | |
| 92 | GLBEGLOBAL E ONLINE LTD | 836,760 | $53.0B | 469.94% | |
| 93 | UUNITY SOFTWARE INC | 370,325 | $53.0B | 469.16% | |
| 94 | HZNPHORIZON THERAPEUTICS PLC | 483,900 | $52.1B | 462.00% | |
| 95 | OLPXOLAPLEX HLDGS INC | 1,782,300 | $51.9B | 459.99% | |
| 96 | PYCRPAYCOR HCM INC | 1,795,342 | $51.7B | 458.27% | |
| 97 | EVREVERCORE INC | 379,255 | $51.5B | 456.48% | |
| 98 | TYLTYLER TECHNOLOGIES | 95,481 | $51.4B | 455.08% | |
| 99 | KWKENNEDY-WILSON HOLDINGS INC | 2,148,027 | $51.3B | 454.47% | |
| 100 | VCTRVICTORY CAPITAL HOLDINGS, INC. | 1,390,344 | $50.8B | 449.98% |
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