HoldingsChannel.com
| Entity | Amount | Change
03/31/2019 to 06/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 Global Payments Inc |
1,870,225 | -253,165 | $299,479 |
| GPN | 1,870,225 | -253,165 | $299,479 |
| Progressive Corp. |
3,442,920 | -123,335 | $275,193 |
| PGR | 3,442,920 | -123,335 | $275,193 |
| Transunion |
2,980,055 | +168,375 | $219,064 |
| TRU | 2,980,055 | +168,375 | $219,064 |
| Booz Allen & Hamilton Inc |
3,140,275 | -385,125 | $207,918 |
| BAH | 3,140,275 | -385,125 | $207,918 |
| CBRE Group Inc |
3,846,700 | +518,900 | $197,336 |
| CBRE | 3,846,700 | +518,900 | $197,336 |
| Sarepta Therapeutics Inc |
1,255,160 | +159,225 | $190,722 |
| SRPT | 1,255,160 | +159,225 | $190,722 |
| PluralSight Inc Cl A |
5,640,285 | +1,571,685 | $171,013 |
| PS | 5,640,285 | +1,571,685 | $171,013 |
| Gartner Inc |
1,048,120 | -32,930 | $168,684 |
| IT | 1,048,120 | -32,930 | $168,684 |
| O&apos Reilly Automotive Inc |
434,400 | +85,500 | $160,433 |
| ORLY | 434,400 | +85,500 | $160,433 |
| Renaissancere Holdings Lt |
857,798 | -146,450 | $152,697 |
| RNR | 857,798 | -146,450 | $152,697 |
| SBA Communications Corp |
664,030 | -78,400 | $149,301 |
| SBAC | 664,030 | -78,400 | $149,301 |
| Wex Inc |
694,157 | +136,900 | $144,454 |
| WEX | 694,157 | +136,900 | $144,454 |
| Strategic Ed Inc |
811,245 | -168,565 | $144,402 |
| STRA | 811,245 | -168,565 | $144,402 |
| Costar Group Inc |
251,255 | -147,110 | $139,210 |
| CSGP | 251,255 | -147,110 | $139,210 |
| Paylocity Holding Corp |
1,476,188 | +63,940 | $138,496 |
| PCTY | 1,476,188 | +63,940 | $138,496 |
| Fleetcor Technologies Inc |
484,060 | -61,375 | $135,948 |
| FLT | 484,060 | -61,375 | $135,948 |
| BWX Technologies Inc. |
2,547,570 | -336,305 | $132,728 |
| BWXT | 2,547,570 | -336,305 | $132,728 |
| Apollo Global Management |
3,833,975 | -338,400 | $131,505 |
| APO | 3,833,975 | -338,400 | $131,505 |
| Avalara Inc |
1,806,835 | -14,190 | $130,453 |
| AVLR | 1,806,835 | -14,190 | $130,453 |
| Charles River Laboratorie |
907,850 | +44,275 | $128,824 |
| CRL | 907,850 | +44,275 | $128,824 |
| Clean Harbors Inc |
1,780,082 | +84,000 | $126,564 |
| CLH | 1,780,082 | +84,000 | $126,564 |
| SVB Financial Group |
552,500 | -85,600 | $124,086 |
| SIVB | 552,500 | -85,600 | $124,086 |
| Tyler Technologies Inc. |
572,923 | -20,580 | $123,763 |
| TYL | 572,923 | -20,580 | $123,763 |
| Q2 Holdings Inc |
1,612,637 | -110,070 | $123,141 |
| QTWO | 1,612,637 | -110,070 | $123,141 |
| Trinet Group Inc |
1,810,350 | -126,600 | $122,742 |
| TNET | 1,810,350 | -126,600 | $122,742 |
| Hexcel Corp. |
1,506,260 | +168,360 | $121,826 |
| HXL | 1,506,260 | +168,360 | $121,826 |
| Marvell Technology Group |
5,022,496 | -1,223,002 | $119,887 |
| MRVL | 5,022,496 | -1,223,002 | $119,887 |
| Coupa Software Incorporat |
896,630 | -7,170 | $113,522 |
| COUP | 896,630 | -7,170 | $113,522 |
| Albany International Corp |
1,334,260 | +251,685 | $110,623 |
| AIN | 1,334,260 | +251,685 | $110,623 |
| ASGN Incorporated |
1,757,095 | +216,440 | $106,480 |
| ASGN | 1,757,095 | +216,440 | $106,480 |
| J2 Global Inc. |
1,166,667 | -125,341 | $103,705 |
| JCOM | 1,166,667 | -125,341 | $103,705 |
| Entegris Inc. |
2,727,200 | -505,200 | $101,779 |
| ENTG | 2,727,200 | -505,200 | $101,779 |
| Centene Corp. |
1,897,900 | +722,275 | $99,526 |
| CNC | 1,897,900 | +722,275 | $99,526 |
| National Vision Holdings |
3,205,140 | +121,000 | $98,494 |
| EYE | 3,205,140 | +121,000 | $98,494 |
| WageWorks Inc |
1,909,283 | -139,550 | $96,972 |
| WAGE | 1,909,283 | -139,550 | $96,972 |
| Zynga Inc |
15,672,800 | +2,416,500 | $96,074 |
| ZNGA | 15,672,800 | +2,416,500 | $96,074 |
| Vertex Pharmaceuticals In |
510,190 | -10,585 | $93,559 |
| VRTX | 510,190 | -10,585 | $93,559 |
| SAGE Therapeutics Inc. |
509,000 | +13,800 | $93,193 |
| SAGE | 509,000 | +13,800 | $93,193 |
| Verisk Analytics Inc. Cl |
619,035 | -146,455 | $90,664 |
| VRSK | 619,035 | -146,455 | $90,664 |
| Waste Connections Inc. |
945,600 | -239,800 | $90,380 |
| WCN | 945,600 | -239,800 | $90,380 |
| IHS Markit Ltd. |
1,414,100 | +450,300 | $90,106 |
| INFO | 1,414,100 | +450,300 | $90,106 |
| Ametek Inc |
984,355 | -83,315 | $89,419 |
| AME | 984,355 | -83,315 | $89,419 |
| EMCOR Group Inc |
1,003,500 | -372,410 | $88,408 |
| EME | 1,003,500 | -372,410 | $88,408 |
| Amdocs Limited |
1,423,000 | -170,500 | $88,354 |
| DOX | 1,423,000 | -170,500 | $88,354 |
| RealPage Inc |
1,497,068 | -6,390 | $88,102 |
| RP | 1,497,068 | -6,390 | $88,102 |
| Grand Canyon Education In |
738,700 | +357,655 | $86,443 |
| LOPE | 738,700 | +357,655 | $86,443 |
| WNS Holdings Ltd ADR |
1,415,110 | -100,830 | $83,775 |
| WNS | 1,415,110 | -100,830 | $83,775 |
| Dolby Laboratories Inc. C |
1,285,500 | -33,300 | $83,043 |
| DLB | 1,285,500 | -33,300 | $83,043 |
| Copart Inc. |
1,105,500 | -119,700 | $82,625 |
| CPRT | 1,105,500 | -119,700 | $82,625 |
| Burlington Stores Inc |
479,000 | -3,000 | $81,502 |
| BURL | 479,000 | -3,000 | $81,502 |
See Full List: All Stocks Held By TimesSquare Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By TimesSquare Capital Management LLC
|
Size ($ in 1000's)
At 06/30/2019: $12,998,846 At 03/31/2019: $12,981,831 TimesSquare Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from TimesSquare Capital Management LLC 13F filings. Link to 13F filings: SEC filings |
