TimesSquare Capital Management, LLC Q1 2022 Filing
Filed May 6, 2022
Portfolio Value
$8.9T
Holdings
200
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (200 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PANWPALO ALTO NETWORKS INC | 266,475 | $165.9B | 1.86% | |
| 2 | WCNWASTE CONNECTIONS INC | 1,142,400 | $159.6B | 1.79% | |
| 3 | CTLTEURCATALENT INC | 1,293,200 | $143.4B | 1.61% | |
| 4 | RNRRENAISSANCERE HOLDINGS LTD. | 883,200 | $140.0B | 1.57% | |
| 5 | CRWDCROWDSTRIKE HOLDINGS INC | 599,090 | $136.0B | 1.53% | |
| 6 | ITGARTNER INCORPORATION | 437,975 | $130.3B | 1.46% | |
| 7 | SBACSBA COMMUNICATIONS CORPORATION | 376,475 | $129.5B | 1.45% | |
| 8 | ORLYO'REILLY AUTOMOTIVE INC | 181,400 | $124.3B | 1.39% | |
| 9 | ABGAMERISOURCEBERGEN CORPORATION | 786,650 | $121.7B | 1.36% | |
| 10 | TRUTRANSUNION | 1,151,160 | $119.0B | 1.33% | |
| 11 | BCBRUNSWICK CORPORATION | 1,341,100 | $108.5B | 1.22% | |
| 12 | SMARGBPSMARTSHEET INC | 1,945,000 | $106.5B | 1.19% | |
| 13 | CITCINTAS CORPORATION | 237,200 | $100.9B | 1.13% | |
| 14 | POOLPOOL CORPORATION | 233,900 | $98.9B | 1.11% | |
| 15 | CRLCHARLES RIVER LABORATORIES INTL INC | 321,954 | $91.4B | 1.03% | |
| 16 | TQJSIGNATURE BANK | 298,350 | $87.6B | 0.98% | |
| 17 | SAILEURSAILPOINT TECHNOLOGIES HOLDINGS INC | 1,703,025 | $87.2B | 0.98% | |
| 18 | MPWRMONOLITHIC PWR SYS | 176,050 | $85.5B | 0.96% | |
| 19 | SNPSSYNOPSYS INC | 253,715 | $84.6B | 0.95% | |
| 20 | MRVLMARVELL TECHNOLOGY INC | 1,129,670 | $81.0B | 0.91% | |
| 21 | MLMMARTIN MARIETTA MATERIALS INC | 210,175 | $80.9B | 0.91% | |
| 22 | APHAMPHENOL CORP | 1,062,100 | $80.0B | 0.90% | |
| 23 | PCTYPAYLOCITY HOLDING CORPORATION | 388,395 | $79.9B | 0.90% | |
| 24 | CHECHEMED CORPORATION | 157,650 | $79.9B | 0.90% | |
| 25 | NSYNICE LIMITED | 363,750 | $79.7B | 0.89% | |
| 26 | MCHPMICROCHIP TECH INC | 1,046,700 | $78.6B | 0.88% | |
| 27 | BAHBOOZ ALLEN HAMILTON INC | 879,100 | $77.2B | 0.87% | |
| 28 | VRSKVERISK ANALYTICS INC | 359,450 | $77.1B | 0.87% | |
| 29 | CPRTCOPART INC | 608,050 | $76.3B | 0.86% | |
| 30 | EYENATIONAL VISION HOLDINGS INC | 1,748,715 | $76.2B | 0.85% | |
| 31 | LULULULULEMON ATHLETIC | 204,300 | $74.6B | 0.84% | |
| 32 | EMEEMCOR GROUP INC | 651,995 | $73.4B | 0.82% | |
| 33 | HZNPHORIZON THERAPEUTICS PLC | 691,400 | $72.7B | 0.82% | |
| 34 | CSLCARLISLE COMPANIES INC | 285,700 | $70.3B | 0.79% | |
| 35 | ENQENTEGRIS INC | 533,200 | $70.0B | 0.78% | |
| 36 | AMEAMETEK INC | 504,800 | $67.2B | 0.75% | |
| 37 | ASGNASGN INCORPORATED | 569,445 | $66.5B | 0.75% | |
| 38 | WNSNWNS HOLDINGS LTD | 776,910 | $66.4B | 0.74% | |
| 39 | NDAQNASDAQ INC | 368,665 | $65.7B | 0.74% | |
| 40 | LNGCHENIERE ENERGY INC | 471,400 | $65.4B | 0.73% | |
| 41 | SSNCSS&C TECHNOLOGIES HLDGS INC | 858,500 | $64.4B | 0.72% | |
| 42 | RPRXROYALTY PHARMA PLC | 1,650,900 | $64.3B | 0.72% | |
| 43 | RRXREGAL REXNORD CORPORATION | 432,279 | $64.3B | 0.72% | |
| 44 | CWSTCASELLA WASTE SYSTEMS, INC. | 724,987 | $63.5B | 0.71% | |
| 45 | BJBJS WHSL CLUB HLDGS INC | 937,600 | $63.4B | 0.71% | |
| 46 | HUBSHUBSPOT INC | 132,800 | $63.1B | 0.71% | |
| 47 | VACMARRIOTT VACATIONS WORLDWIDE CORP | 397,000 | $62.6B | 0.70% | |
| 48 | WKWORKIVA INC | 528,869 | $62.4B | 0.70% | |
| 49 | CYBRCYBER-ARK SOFTWARE LIMITED | 367,350 | $62.0B | 0.70% | |
| 50 | ZEN1EURZENDESK INC | 512,200 | $61.6B | 0.69% | |
| 51 | IBKRINTERACTIVE BROKERS GROUP INC | 930,800 | $61.3B | 0.69% | |
| 52 | KEYSKEYSIGHT TECHNOLOGIES, INC. | 386,600 | $61.1B | 0.68% | |
| 53 | ICLRICON PLC SHS | 249,900 | $60.8B | 0.68% | |
| 54 | TTEKTETRA TECH INC | 366,075 | $60.4B | 0.68% | |
| 55 | EHCENCOMPASS HEALTH CORPORATION | 847,300 | $60.3B | 0.68% | |
| 56 | FMCFMC CORPORATION | 450,700 | $59.3B | 0.66% | |
| 57 | ASNDASCENDIS PHARMA A/S | 500,450 | $58.7B | 0.66% | |
| 58 | RHIROBERT HALF INTL | 513,500 | $58.6B | 0.66% | |
| 59 | ONTOONTO INNOVATION INC | 672,435 | $58.4B | 0.66% | |
| 60 | ZNGAEURZYNGA INC | 6,220,900 | $57.5B | 0.64% | |
| 61 | SYNASYNAPTICS INCORPORATED | 288,050 | $57.5B | 0.64% | |
| 62 | —LESLIES INC | 2,960,295 | $57.3B | 0.64% | |
| 63 | NDSNNORDSON CORP | 252,100 | $57.2B | 0.64% | |
| 64 | ESTCELASTIC N V | 637,450 | $56.7B | 0.64% | |
| 65 | PCARPACCAR INC | 641,600 | $56.5B | 0.63% | |
| 66 | BSYBENTLEY SYSTEMS INC | 1,265,200 | $55.9B | 0.63% | |
| 67 | ZWSZURN WTR SOLUTIONS CORP | 1,577,490 | $55.8B | 0.63% | |
| 68 | FNDFLOOR AND DECOR HOLDING INCORPORATION | 688,250 | $55.7B | 0.63% | |
| 69 | 2JEFOCUS FINANCIAL PARTNERS INC | 1,198,810 | $54.8B | 0.61% | |
| 70 | ARGXARGENX SE | 173,600 | $54.7B | 0.61% | |
| 71 | NVSTENVISTA HLDGS CORP | 1,123,700 | $54.7B | 0.61% | |
| 72 | ITCIEURINTRA-CELLULAR THERAPIES INC | 877,028 | $53.7B | 0.60% | |
| 73 | PLNTPLANET FITNESS INCORPORATION | 626,145 | $52.9B | 0.59% | |
| 74 | OLPXOLAPLEX HLDGS INC | 3,380,000 | $52.8B | 0.59% | |
| 75 | INSPINSPIRE MEDICAL SYSTEMS INC | 201,615 | $51.8B | 0.58% | |
| 76 | EXLSEXLSERVICE HLDGS I | 360,470 | $51.6B | 0.58% | |
| 77 | ALGMALLEGRO MICROSYSTEMS INC | 1,817,077 | $51.6B | 0.58% | |
| 78 | MTSIMACOM TECHNOLOGY SOLUTIONS HOLDINGS | 861,525 | $51.6B | 0.58% | |
| 79 | CALYCALLAWAY GOLF CO | 2,104,885 | $49.3B | 0.55% | |
| 80 | GNRCGENERAC HLDGS | 163,700 | $48.7B | 0.55% | |
| 81 | AZEKAZEK COMPANY INC CL A | 1,943,670 | $48.3B | 0.54% | |
| 82 | ATRCATRICURE INC | 732,310 | $48.1B | 0.54% | |
| 83 | DRVNDRIVEN BRANDS HOLDINGS INC | 1,811,868 | $47.6B | 0.53% | |
| 84 | HGVHILTON GRAND VACATIONS INC | 914,512 | $47.6B | 0.53% | |
| 85 | MTDRMATADOR RESOURCES COMPANY | 896,085 | $47.5B | 0.53% | |
| 86 | CSGPCOSTAR GROUP INC | 711,800 | $47.4B | 0.53% | |
| 87 | HXLHEXCEL CORPORATION | 791,400 | $47.1B | 0.53% | |
| 88 | NEWREURNEW RELIC INC | 703,202 | $47.0B | 0.53% | |
| 89 | KWKENNEDY-WILSON HOLDINGS INC | 1,927,252 | $47.0B | 0.53% | |
| 90 | PYCRPAYCOR HCM INC | 1,569,797 | $45.7B | 0.51% | |
| 91 | RBCRBC BEARINGS INC | 213,190 | $41.3B | 0.46% | |
| 92 | FLT1EURFLEETCOR TECHNOLOGIES INC | 164,800 | $41.0B | 0.46% | |
| 93 | HUBBHUBBELL INCORPORATED | 221,800 | $40.8B | 0.46% | |
| 94 | SMPLSIMPLY GOOD FOODS COMPANY | 1,073,984 | $40.8B | 0.46% | |
| 95 | MVBFMVB FINANCIAL CORP | 980,900 | $40.7B | 0.46% | |
| 96 | AVLRUSDAVALARA INC | 408,535 | $40.7B | 0.46% | |
| 97 | 0J7QIAC INTERACTIVECORP NEW | 402,100 | $40.3B | 0.45% | |
| 98 | VCVISTEON CORPORATION | 365,840 | $39.9B | 0.45% | |
| 99 | VCTRVICTORY CAPITAL HOLDINGS, INC. | 1,379,759 | $39.8B | 0.45% | |
| 100 | SPTSPROUT SOCIAL INC | 496,409 | $39.8B | 0.45% |
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