HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 CATALENT INC |
1,293,950 | +750 | $138,828 |
| CTLT | 1,293,950 | +750 | $138,828 |
| WASTE CONNECTIONS INC |
1,090,700 | -51,700 | $135,203 |
| WCN | 1,090,700 | -51,700 | $135,203 |
| PALO ALTO NETWORKS INC |
249,100 | -17,375 | $123,040 |
| PANW | 249,100 | -17,375 | $123,040 |
| RENAISSANCERE HOLDINGS LTD. |
737,200 | -146,000 | $115,276 |
| RNR | 737,200 | -146,000 | $115,276 |
| SBA COMMUNICATIONS CORPORATION |
346,335 | -30,140 | $110,845 |
| SBAC | 346,335 | -30,140 | $110,845 |
| CINTAS CORPORATION |
289,100 | +51,900 | $107,988 |
| CTAS | 289,100 | +51,900 | $107,988 |
| GARTNER INCORPORATION |
442,600 | +4,625 | $107,034 |
| IT | 442,600 | +4,625 | $107,034 |
| AMERISOURCEBERGEN CORPORATION |
732,900 | -53,750 | $103,691 |
| ABC | 732,900 | -53,750 | $103,691 |
| POOL CORPORATION |
281,320 | +47,420 | $98,808 |
| POOL | 281,320 | +47,420 | $98,808 |
| Crowdstrike Holdings Inc |
551,525 | -47,565 | $92,965 |
| CRWD | 551,525 | -47,565 | $92,965 |
| BRUNSWICK CORPORATION |
1,342,400 | +1,300 | $87,766 |
| BC | 1,342,400 | +1,300 | $87,766 |
| EMCOR GROUP INC |
742,095 | +90,100 | $76,406 |
| EME | 742,095 | +90,100 | $76,406 |
| O REILLY AUTOMOTIVE INC |
119,700 | -61,700 | $75,622 |
| ORLY | 119,700 | -61,700 | $75,622 |
| BOOZ ALLEN HAMILTON INC |
810,050 | -69,050 | $73,196 |
| BAH | 810,050 | -69,050 | $73,196 |
| SIGNATURE BANK |
403,850 | +105,500 | $72,374 |
| SBNY | 403,850 | +105,500 | $72,374 |
| TRANSUNION |
901,200 | -249,960 | $72,087 |
| TRU | 901,200 | -249,960 | $72,087 |
| SYNOPSYS INC |
231,580 | -22,135 | $70,331 |
| SNPS | 231,580 | -22,135 | $70,331 |
| CHENIERE ENERGY INC |
520,100 | +48,700 | $69,189 |
| LNG | 520,100 | +48,700 | $69,189 |
| NICE LIMITED |
359,050 | -4,700 | $69,099 |
| NICE | 359,050 | -4,700 | $69,099 |
| WNS HOLDINGS LTD |
923,150 | +146,240 | $68,904 |
| WNS | 923,150 | +146,240 | $68,904 |
| PAYLOCITY HOLDING CORPORATION |
394,975 | +6,580 | $68,892 |
| PCTY | 394,975 | +6,580 | $68,892 |
| ROYALTY PHARMA PLC |
1,607,800 | -43,100 | $67,592 |
| RPRX | 1,607,800 | -43,100 | $67,592 |
| BJS WHSL CLUB HLDGS INC |
1,078,940 | +141,340 | $67,240 |
| BJ | 1,078,940 | +141,340 | $67,240 |
| COPART INC |
618,700 | +10,650 | $67,228 |
| CPRT | 618,700 | +10,650 | $67,228 |
| AMPHENOL CORP |
1,040,500 | -21,600 | $66,987 |
| APH | 1,040,500 | -21,600 | $66,987 |
| CHEMED CORPORATION |
137,200 | -20,450 | $64,400 |
| CHE | 137,200 | -20,450 | $64,400 |
| ENTEGRIS INC |
686,000 | +152,800 | $63,201 |
| ENTG | 686,000 | +152,800 | $63,201 |
| MONOLITHIC PWR SYS |
163,800 | -12,250 | $62,906 |
| MPWR | 163,800 | -12,250 | $62,906 |
| CARLISLE COMPANIES INC |
257,100 | -28,600 | $61,347 |
| CSL | 257,100 | -28,600 | $61,347 |
| HORIZON THERAPEUTICS PLC |
764,800 | +73,400 | $61,000 |
| HZNP | 764,800 | +73,400 | $61,000 |
| MARTIN MARIETTA MATERIALS INC |
202,900 | -7,275 | $60,716 |
| MLM | 202,900 | -7,275 | $60,716 |
| LULULEMON ATHLETIC |
221,200 | +16,900 | $60,301 |
| LULU | 221,200 | +16,900 | $60,301 |
| INTERACTIVE BROKERS GROUP INC |
1,094,100 | +163,300 | $60,186 |
| IBKR | 1,094,100 | +163,300 | $60,186 |
| ARGENX SE |
158,600 | -15,000 | $60,090 |
| ARGX | 158,600 | -15,000 | $60,090 |
| SMARTSHEET INC |
1,899,000 | -46,000 | $59,686 |
| SMAR | 1,899,000 | -46,000 | $59,686 |
| MICROCHIP TECH INC |
1,024,900 | -21,800 | $59,526 |
| MCHP | 1,024,900 | -21,800 | $59,526 |
| ICON PLC SHS |
272,800 | +22,900 | $59,116 |
| ICLR | 272,800 | +22,900 | $59,116 |
| PIONEER NATURAL RESOURCES CO |
262,900 | +104,200 | $58,648 |
| PXD | 262,900 | +104,200 | $58,648 |
| CASELLA WASTE SYSTEMS INC. |
776,902 | +51,915 | $56,465 |
| CWST | 776,902 | +51,915 | $56,465 |
| MARVELL TECHNOLOGY INC |
1,289,130 | +159,460 | $56,116 |
| MRVL | 1,289,130 | +159,460 | $56,116 |
| OLAPLEX HLDGS INC |
3,907,300 | +527,300 | $55,054 |
| OLPX | 3,907,300 | +527,300 | $55,054 |
| MATADOR RESOURCES COMPANY |
1,180,250 | +284,165 | $54,988 |
| MTDR | 1,180,250 | +284,165 | $54,988 |
| AMETEK INC |
500,200 | -4,600 | $54,967 |
| AME | 500,200 | -4,600 | $54,967 |
| LESLIES INC |
3,606,834 | +646,539 | $54,752 |
| LESL | 3,606,834 | +646,539 | $54,752 |
| VERISK ANALYTICS INC |
315,000 | -44,450 | $54,523 |
| VRSK | 315,000 | -44,450 | $54,523 |
| NASDAQ INC |
355,280 | -13,385 | $54,194 |
| NDAQ | 355,280 | -13,385 | $54,194 |
| DRIVEN BRANDS HOLDINGS INC |
1,966,978 | +155,110 | $54,171 |
| DRVN | 1,966,978 | +155,110 | $54,171 |
| HAMILTON LANE INC |
785,510 | +311,610 | $52,771 |
| HLNE | 785,510 | +311,610 | $52,771 |
| KEYSIGHT TECHNOLOGIES INC. |
382,400 | -4,200 | $52,714 |
| KEYS | 382,400 | -4,200 | $52,714 |
| PACCAR INC |
626,400 | -15,200 | $51,578 |
| PCAR | 626,400 | -15,200 | $51,578 |
See Full List: All Stocks Held By TimesSquare Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By TimesSquare Capital Management LLC
|
Size ($ in 1000's)
At 06/30/2022: $7,171,695 At 03/31/2022: $8,917,217 Combined Holding Report Includes:
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 |
