TimesSquare Capital Management, LLC Q4 2018 Filing

Filed February 14, 2019

Portfolio Value

$11.6B

Holdings

222

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (222 positions)

StockValue
GPNGlobal Payments Inc
$230.5M
PGRProgressive Corp.
$222.9M
BAHBooz Allen & Hamilton Inc
$197.7M
ITGartner Inc
$191.2M
CSGPCostar Group Inc
$164.8M
SBACSBA Communications Corp
$158.7M
RNRRenaissancere Holdings Lt
$150.3M
BUWABio-Rad Laboratories Inc
$142.0M
TRUTransunion
$140.9M
The Ultimate Software Gro
$137.1M
WCNWaste Connections Inc.
$133.6M
BFAMBright Horizons Family So
$126.2M
CBRECBRE Group Inc
$125.2M
ORLYO'Reilly Automotive Inc
$123.5M
CNCCentene Corp.
$120.3M
BWXTBWX Technologies Inc.
$117.3M
CRLCharles River Laboratorie
$116.2M
BECNUSDBeacon Roofing Supply Inc
$113.3M
MRVLMarvell Technology Group
$108.9M
JXC1J2 Global Inc.
$106.5M
STRAStrategic Ed Inc
$106.1M
APOApollo Global Management
$103.6M
FLT1EURFleetcor Technologies Inc
$103.0M
DVADavita Inc
$101.4M
QTWOQ2 Holdings Inc
$97.4M
PCTYPaylocity Holding Corp
$95.8M
CABOCable One Inc
$95.5M
WCGEURWellcare Health Plans Inc
$94.6M
SRPTSarepta Therapeutics Inc
$94.1M
VRSKVerisk Analytics Inc. Cl
$93.7M
IFFInternational Flavors & F
$90.6M
DOXAmdocs Limited
$88.8M
TNETTrinet Group Inc
$88.6M
2U Inc.
$87.4M
BCBrunswick Corp.
$86.6M
EMEEMCOR Group Inc
$86.0M
EYENational Vision Holdings
$84.3M
LHCGUSDLHC Group
$82.2M
FUODolby Laboratories Inc. C
$82.0M
NDSNNordson Corporation
$81.3M
WBC1EURWabco Holdings Inc
$79.8M
ASGNASGN Incorporated
$79.5M
AMTTD Ameritrade Holding Cor
$79.1M
VRTXVertex Pharmaceuticals In
$78.0M
LFUSLittelfuse Inc.
$78.0M
RPRealPage Inc
$77.7M
TSSTotal System Services Inc
$76.2M
MLMMartin Marietta Materials
$75.5M
MPWRMonolithic Power Systems
$74.9M
HLNEHamilton Lane Inc Class A
$73.6M
HXLHexcel Corp.
$73.1M
ZEN1EURZendesk Inc.
$72.9M
AMEAmetek Inc
$72.6M
L3 Technologies Inc
$70.9M
HSICHenry Schein Inc.
$70.8M
SIVBEURSVB Financial Group
$70.7M
WNSNWNS Holdings Ltd ADR
$69.0M
ENQEntegris Inc.
$67.9M
AG8Agilent Technologies Inc
$67.5M
CLHClean Harbors Inc
$66.2M
DPZDomino's Pizza Inc.
$66.0M
FISFidelity National Informa
$65.8M
BURLBurlington Stores Inc
$65.7M
AINAlbany International Corp
$65.5M
CXOEURConcho Resources Inc
$64.7M
CITCintas Corp.
$64.3M
EHCEncompass Health Corporat
$64.2M
BJBJs Wholesale Club Holdin
$63.5M
POOLPool Corporation
$63.2M
Grubhub Inc
$63.0M
MKSIMKS Instruments Inc.
$62.9M
HSYHershey Company
$62.8M
TNDMTandem Diabetes Care Inc.
$62.3M
WEXWex Inc
$62.2M
NBIXNeurocrine Biosciences In
$62.0M
AGOAssured Guaranty Ltd
$60.7M
APHAmphenol Corp. Cl A
$60.4M
ECLEcolab Inc
$60.2M
OPTUAltice USA Inc
$58.8M
T7DTransdigm Group Inc
$58.7M
LWLamb Weston Holdings Inc
$58.5M
KWKennedy-Wilson Holdings I
$58.5M
LRCXEURLam Research Corp.
$58.3M
RYAAYRyanair Holdings plc - SP
$57.5M
DC4DexCom Inc.
$57.3M
EVOP1EUREvo Payments Inc Class A
$56.8M
WTWisdomTree Investments In
$56.7M
JKHYJack Henry and Associates
$56.3M
Cision Ltd.
$56.1M
WageWorks Inc
$54.3M
ITGRInteger Holdings Corp
$54.3M
2L9Blueprint Medicines Corp.
$54.0M
HCSGHealthcare Services Group
$53.5M
IACIEURIAC/InterActiveCorp.
$53.3M
CPRTCopart Inc.
$52.8M
WPWorld Pay Inc CL A
$52.3M
DATATableau Software Inc. Cla
$51.3M
ADUSAddus Home Care Corp
$51.2M
PluralSight Inc Cl A
$51.1M
Pivotal Software Inc CLA
$50.7M
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