TimesSquare Capital Management, LLC Q2 2021 Filing

Filed August 9, 2021

Portfolio Value

$12.2B

Holdings

227

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (227 positions)

#	Stock	Shares	Value	% Portfolio
1	RNRRENAISSANCERE HOLDINGS LTD.	1,341,500	$199.6M	1.63%
2	CTLTEURCATALENT INC	1,810,000	$195.7M	1.60%
3	ITGARTNER INCORPORATION	777,600	$188.3M	1.54%
4	CRWDCROWDSTRIKE HOLDINGS INC	744,990	$187.2M	1.53%
5	CRLCHARLES RIVER LABORATORIES INTL, INC.	500,700	$185.2M	1.52%
6	ZNGAEURZYNGA INC	16,981,200	$180.5M	1.48%
7	BAHBOOZ ALLEN HAMILTON INC	1,851,550	$157.7M	1.29%
8	HUBSHUBSPOT INC	263,900	$153.8M	1.26%
9	ZEN1EURZENDESK INC	1,056,000	$152.4M	1.25%
10	ORLYOREILLY AUTOMOTIVE, INC.	259,700	$147.0M	1.20%
11	SMARGBPSMARTSHEET INC	2,024,460	$146.4M	1.20%
12	2L9BLUEPRINT MEDICINES CORPORATION	1,575,095	$138.5M	1.13%
13	TRUTRANSUNION	1,261,600	$138.5M	1.13%
14	SBACSBA COMMUNICATIONS CORPORATION	430,800	$137.3M	1.12%
15	PCTYPAYLOCITY HOLDING CORPORATION	662,350	$126.4M	1.03%
16	WCNWASTE CONNECTIONS INC	1,032,760	$123.3M	1.01%
17	JKHYJACK HENRY & ASSOC	748,004	$122.3M	1.00%
18	ABGAMERISOURCEBERGEN CORPORATION	1,041,000	$119.2M	0.97%
19	BCBRUNSWICK CORPORATION	1,189,600	$118.5M	0.97%
20	PINSPINTEREST INC	1,496,100	$118.1M	0.97%
21	AVLRUSDAVALARA INC	721,665	$116.8M	0.96%
22	NSYNICE LIMITED	471,750	$116.7M	0.95%
23	QTWOQ2 HOLDINGS INC	1,117,835	$114.7M	0.94%
24	AZEKAZEK COMPANY INC CL A	2,584,990	$109.8M	0.90%
25	EHCENCOMPASS HEALTH CORPORATION	1,396,820	$109.0M	0.89%
26	SAILEURSAILPOINT TECHNOLOGIES HOLDINGS INC	2,116,210	$108.1M	0.88%
27	MKSIMKS INSTRUMENTS IN	606,150	$107.9M	0.88%
28	EYENATIONAL VISION HOLDINGS INC	2,026,760	$103.6M	0.85%
29	CHECHEMED CORPORATION	211,950	$100.6M	0.82%
30	WNSNWNS HOLDINGS LTD	1,218,402	$97.3M	0.80%
31	MPWRMONOLITHIC PWR SYS	258,825	$96.7M	0.79%
32	RXNEURREXNORD CORP	1,880,635	$94.1M	0.77%
33	PLNTPLANET FITNESS INCORPORATION	1,229,625	$92.5M	0.76%
34	SYNASYNAPTICS INCORPORATED	594,170	$92.4M	0.76%
35	ENQENTEGRIS INC	744,800	$91.6M	0.75%
36	—LESLIES INC	3,322,290	$91.3M	0.75%
37	T77LENDINGTREE INC	424,419	$89.9M	0.74%
38	CPRTCOPART INC	680,500	$89.7M	0.73%
39	NDSNNORDSON CORP	403,550	$88.6M	0.72%
40	APHAMPHENOL CORPORATION	1,268,300	$86.8M	0.71%
41	CSGPCOSTAR GROUP INC	1,044,300	$86.5M	0.71%
42	TWLOTWILIO INC	216,084	$85.2M	0.70%
43	ATRCATRICURE INC	1,062,000	$84.2M	0.69%
44	—MCAFEE CORP	2,930,900	$82.1M	0.67%
45	BURLBURLINGTON STORES INC.	252,810	$81.4M	0.67%
46	LHCGUSDLHC GROUP INC	400,145	$80.1M	0.66%
47	MCHPMICROCHIP TECHNOLOGY INCORPORATED	531,200	$79.5M	0.65%
48	GNRCGENERAC HLDGS	191,400	$79.5M	0.65%
49	EMEEMCOR GROUP INC	644,100	$79.3M	0.65%
50	ESTCELASTIC N V	537,800	$78.4M	0.64%
51	SNPSSYNOPSYS INC	282,015	$77.8M	0.64%
52	LULULULULEMON ATHLETIC	206,875	$75.5M	0.62%
53	FNDFLOOR AND DECOR HOLDING INCORPORATION	710,200	$75.1M	0.61%
54	BANDBANDWIDTH INC	536,375	$74.0M	0.61%
55	SSNCSS&C TECH HLDGS	1,018,900	$73.4M	0.60%
56	ENVUSDENVESTNET INC	957,885	$72.7M	0.59%
57	CITCINTAS CORPORATION	189,875	$72.5M	0.59%
58	LWLAMB WESTON HOLDINGS INC	891,400	$71.9M	0.59%
59	PHRPHREESIA INC	1,171,525	$71.8M	0.59%
60	POOLPOOL CORPORATION	156,200	$71.6M	0.59%
61	KEYSKEYSIGHT TECHNOLOGIES, INC.	451,600	$69.7M	0.57%
62	CWSTCASELLA WASTE SYSTEMS, INC.	1,096,727	$69.6M	0.57%
63	HLNEHAMILTON LANE INC	743,830	$67.8M	0.55%
64	—MEDALLIA INC	2,001,925	$67.6M	0.55%
65	USFDUS FOODS HOLDING CORPORATION	1,753,800	$67.3M	0.55%
66	XRAYDENTSPLY SIRONA INC	1,060,200	$67.1M	0.55%
67	RHIROBERT HALF INTL	750,300	$66.8M	0.55%
68	—VONAGE HOLDINGS CORPORATION	4,608,610	$66.4M	0.54%
69	KMXCARMAX INC	513,500	$66.3M	0.54%
70	ASGNASGN INCORPORATED	681,605	$66.1M	0.54%
71	ARGXARGENX SE	219,100	$66.0M	0.54%
72	VRSKVERISK ANALYTICS, INC.	376,825	$65.8M	0.54%
73	HXLHEXCEL CORPORATION	1,053,900	$65.8M	0.54%
74	XLRNACCELERON PHARMA INC	514,995	$64.6M	0.53%
75	VOYAVOYA FINANCIAL INC	1,033,200	$63.5M	0.52%
76	BJBJS WHSL CLUB HLDGS INC	1,314,425	$62.5M	0.51%
77	YETIYETI HLDGS INC	680,530	$62.5M	0.51%
78	BLDRBUILDERS FIRSTSOURCE, INC.	1,456,820	$62.1M	0.51%
79	PRLBPROTO LABS INC	673,370	$61.8M	0.51%
80	CALYCALLAWAY GOLF CO	1,826,715	$61.6M	0.50%
81	RPRXROYALTY PHARMA PLC	1,501,560	$61.5M	0.50%
82	DFSEURDISCOVER FINANCIAL SERVICES	515,300	$61.0M	0.50%
83	FLT1EURFLEETCOR TECHNOLO	234,600	$60.1M	0.49%
84	NEWREURNEW RELIC INC	886,885	$59.4M	0.49%
85	AMEAMETEK INC	442,200	$59.0M	0.48%
86	LFUSLITTELFUSE INC	228,975	$58.3M	0.48%
87	TNDMTANDEM DIABETES CARE INC	598,200	$58.3M	0.48%
88	—2U INC	1,392,355	$58.0M	0.47%
89	CNCCENTENE CORPORATION	789,121	$57.6M	0.47%
90	FMCFMC CORPORATION	530,100	$57.4M	0.47%
91	HUBBHUBBELL INCORPORATED	306,200	$57.2M	0.47%
92	PRAHPRA HEALTH SCIENCES INC	339,100	$56.0M	0.46%
93	EVOP1EUREVO PAYMENTS INC	1,974,340	$54.8M	0.45%
94	ONTOONTO INNOVATION INC	737,250	$53.8M	0.44%
95	APOEURAPOLLO GLOBAL MGMT INC	861,100	$53.6M	0.44%
96	RPAYREPAY HLDGS CORP	2,222,010	$53.4M	0.44%
97	VMEO*VIMEO INC	1,084,500	$53.1M	0.43%
98	KWKENNEDY-WILSON HOLDINGS INC	2,596,237	$51.6M	0.42%
99	ALGMALLEGRO MICROSYSTEMS INC	1,850,110	$51.2M	0.42%
100	OMGBPOUTSET MEDICAL	1,020,130	$51.0M	0.42%

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