TimesSquare Capital Management, LLC Q3 2021 Filing

Filed November 8, 2021

Portfolio Value

$11.5B

Holdings

215

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (215 positions)

#	Stock	Shares	Value	% Portfolio
1	CTLTEURCATALENT INC	1,465,600	$195.0M	1.70%
2	ITGARTNER INCORPORATION	547,400	$166.3M	1.45%
3	CRWDCROWDSTRIKE HOLDINGS INC	673,590	$165.6M	1.44%
4	CRLCHARLES RIVER LABORATORIES INTL INC	376,100	$155.2M	1.35%
5	RNRRENAISSANCERE HOLDINGS LTD.	1,090,700	$152.0M	1.33%
6	2L9BLUEPRINT MEDICINES CORPORATION	1,468,545	$151.0M	1.32%
7	TRUTRANSUNION	1,214,100	$136.4M	1.19%
8	ORLYO'REILLY AUTOMOTIVE INC	219,300	$134.0M	1.17%
9	SMARGBPSMARTSHEET INC	1,946,520	$134.0M	1.17%
10	ZEN1EURZENDESK INC	1,134,900	$132.1M	1.15%
11	ABGAMERISOURCEBERGEN CORPORATION	1,099,700	$131.4M	1.15%
12	BCBRUNSWICK CORPORATION	1,374,600	$131.0M	1.14%
13	WCNWASTE CONNECTIONS INC	1,005,905	$126.7M	1.11%
14	ZNGAEURZYNGA INC	16,180,900	$121.8M	1.06%
15	SBACSBA COMMUNICATIONS CORPORATION	368,200	$121.7M	1.06%
16	HUBSHUBSPOT INC	177,400	$119.9M	1.05%
17	PCTYPAYLOCITY HOLDING CORPORATION	422,185	$118.4M	1.03%
18	NSYNICE LIMITED	415,350	$118.0M	1.03%
19	CHECHEMED CORPORATION	239,400	$111.3M	0.97%
20	BAHBOOZ ALLEN HAMILTON INC	1,402,350	$111.3M	0.97%
21	RXNEURREXNORD CORP	1,667,300	$107.2M	0.94%
22	AZEKAZEK COMPANY INC CL A	2,897,195	$105.8M	0.92%
23	EHCENCOMPASS HEALTH CORPORATION	1,408,245	$105.7M	0.92%
24	EYENATIONAL VISION HOLDINGS INC	1,835,470	$104.2M	0.91%
25	RHIROBERT HALF INTL	1,018,400	$102.2M	0.89%
26	AVLRUSDAVALARA INC	584,090	$102.1M	0.89%
27	TQJSIGNATURE BANK	365,820	$99.6M	0.87%
28	JKHYJACK HENRY & ASSOC	599,704	$98.4M	0.86%
29	MPWRMONOLITHIC PWR SYS	201,400	$97.6M	0.85%
30	ESTCELASTIC N V	633,600	$94.4M	0.82%
31	SAILEURSAILPOINT TECHNOLOGIES HOLDINGS INC	2,174,800	$93.3M	0.81%
32	ASNDASCENDIS PHARMA A/S	584,400	$93.1M	0.81%
33	PLNTPLANET FITNESS INCORPORATION	1,155,925	$90.8M	0.79%
34	NDSNNORDSON CORP	379,700	$90.4M	0.79%
35	WNSNWNS HOLDINGS LTD	1,097,433	$89.8M	0.78%
36	SYNASYNAPTICS INCORPORATED	492,240	$88.5M	0.77%
37	APHAMPHENOL CORP	1,184,300	$86.7M	0.76%
38	EMEEMCOR GROUP INC	746,615	$86.1M	0.75%
39	MLMMARTIN MARIETTA MATERIALS INC	249,800	$85.4M	0.74%
40	ENQENTEGRIS INC	676,500	$85.2M	0.74%
41	MKSIMKS INSTRUMENTS IN	556,950	$84.0M	0.73%
42	CSGPCOSTAR GROUP INC	967,000	$83.2M	0.73%
43	ASGNASGN INCORPORATED	730,000	$82.6M	0.72%
44	QTWOQ2 HOLDINGS INC	1,026,925	$82.3M	0.72%
45	MCHPMICROCHIP TECH INC	532,600	$81.7M	0.71%
46	FNDFLOOR AND DECOR HOLDING INCORPORATION	666,500	$80.5M	0.70%
47	CPRTCOPART INC	579,200	$80.3M	0.70%
48	VACMARRIOTT VACATIONS WORLDWIDE CORP	505,300	$79.5M	0.69%
49	SNPSSYNOPSYS INC	249,375	$74.7M	0.65%
50	—LESLIES INC	3,634,805	$74.7M	0.65%
51	VRSKVERISK ANALYTICS INC	371,400	$74.4M	0.65%
52	—MCAFEE CORP	3,337,900	$73.8M	0.64%
53	ENVUSDENVESTNET INC	899,905	$72.2M	0.63%
54	CITCINTAS CORPORATION	183,900	$70.0M	0.61%
55	—VONAGE HOLDINGS CORPORATION	4,322,040	$69.7M	0.61%
56	LHCGUSDLHC GROUP INC	439,140	$68.9M	0.60%
57	SSNCSS&C TECHNOLOGIES HLDGS INC	981,500	$68.1M	0.59%
58	WKWORKIVA INC	479,235	$67.6M	0.59%
59	XLRNACCELERON PHARMA INC	392,500	$67.5M	0.59%
60	BJBJS WHSL CLUB HLDGS INC	1,215,260	$66.7M	0.58%
61	GNRCGENERAC HLDGS	163,100	$66.7M	0.58%
62	ATRCATRICURE INC	950,610	$66.1M	0.58%
63	FMCFMC CORPORATION	721,700	$66.1M	0.58%
64	CYBRCYBER-ARK SOFTWARE LIMITED	418,200	$66.0M	0.58%
65	KEYSKEYSIGHT TECHNOLOGIES, INC.	396,800	$65.2M	0.57%
66	KMXCARMAX INC	507,700	$65.0M	0.57%
67	PINSPINTEREST INC	1,261,600	$64.3M	0.56%
68	VOYAVOYA FINANCIAL INC	1,045,700	$64.2M	0.56%
69	LULULULULEMON ATHLETIC	158,600	$64.2M	0.56%
70	ITCIEURINTRA-CELLULAR THERAPIES INC	1,718,665	$64.1M	0.56%
71	POOLPOOL CORPORATION	146,600	$63.7M	0.56%
72	XRAYDENTSPLY SIRONA INC	1,095,500	$63.6M	0.56%
73	GLBEGLOBAL E ONLINE LTD	874,760	$62.8M	0.55%
74	BURLBURLINGTON STORES INC.	216,000	$61.3M	0.53%
75	ARGXARGENX SE	201,600	$60.9M	0.53%
76	HLNEHAMILTON LANE INC	711,500	$60.3M	0.53%
77	USFDUS FOODS HOLDING CORPORATION	1,729,500	$59.9M	0.52%
78	NEWREURNEW RELIC INC	833,985	$59.9M	0.52%
79	ICLRICON PLC SHS	228,320	$59.8M	0.52%
80	HXLHEXCEL CORPORATION	998,940	$59.3M	0.52%
81	COUPEURCOUPA SOFTWARE INCORPORATED	262,100	$57.4M	0.50%
82	T77LENDINGTREE INC	407,554	$57.0M	0.50%
83	MRVLMARVELL TECHNOLOGY INC	938,700	$56.6M	0.49%
84	RPRXROYALTY PHARMA PLC	1,520,000	$54.9M	0.48%
85	CWSTCASELLA WASTE SYSTEMS, INC.	703,177	$53.4M	0.47%
86	DRVNDRIVEN BRANDS HOLDINGS INC	1,847,360	$53.4M	0.47%
87	PWSCPOWERSCHOOL HOLDINGS INC	2,156,685	$53.1M	0.46%
88	ONTOONTO INNOVATION INC	733,600	$53.0M	0.46%
89	CSLCARLISLE COMPANIES INC	265,800	$52.8M	0.46%
90	UUNITY SOFTWARE INC	415,500	$52.5M	0.46%
91	LFUSLITTELFUSE INC	191,140	$52.2M	0.46%
92	AMEAMETEK INC	420,600	$52.2M	0.46%
93	FLT1EURFLEETCOR TECHNOLOGIES INC	197,000	$51.5M	0.45%
94	TNDMTANDEM DIABETES CARE INC	430,345	$51.4M	0.45%
95	PJTPJT PARTNERS INC	638,500	$50.5M	0.44%
96	OMGBPOUTSET MEDICAL	1,014,560	$50.2M	0.44%
97	RPAYREPAY HLDGS CORP	2,134,375	$49.2M	0.43%
98	SILKSILK ROAD MEDICAL INC	889,534	$49.0M	0.43%
99	GHGUARDANT HEALTH INC	389,600	$48.7M	0.43%
100	NSTGEURNANOSTRING TECHNOLOGIES INC.	1,002,035	$48.1M	0.42%

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