HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 RENAISSANCERE HOLDINGS LTD. |
1,140,700 | +794,250 | $170,329 |
| RNR | 1,140,700 | +794,250 | $170,329 |
| THE PROGRESSIVE CORPORATION |
2,008,250 | -167,700 | $148,289 |
| PGR | 2,008,250 | -167,700 | $148,289 |
| BOOZ ALLEN HAMILTON INC |
1,928,305 | -508,865 | $132,359 |
| BAH | 1,928,305 | -508,865 | $132,359 |
| SBA COMMUNICATIONS CORPORATION |
453,787 | +38,747 | $122,509 |
| SBAC | 453,787 | +38,747 | $122,509 |
| ZYNGA INC |
16,084,600 | +1,328,650 | $110,180 |
| ZNGA | 16,084,600 | +1,328,650 | $110,180 |
| VERTEX PHARMACEUTICALS INCORPORATED |
460,340 | -21,530 | $109,538 |
| VRTX | 460,340 | -21,530 | $109,538 |
| CBRE GROUP |
2,876,100 | -484,320 | $108,458 |
| CBRE | 2,876,100 | -484,320 | $108,458 |
| GLOBAL PAYMENTS |
751,075 | -441,715 | $108,328 |
| GPN | 751,075 | -441,715 | $108,328 |
| TRANSUNION |
1,582,975 | -696,505 | $104,761 |
| TRU | 1,582,975 | -696,505 | $104,761 |
| CHARLES RIVER LABORATORIES INTL INC. |
733,850 | -59,925 | $92,619 |
| CRL | 733,850 | -59,925 | $92,619 |
| AVALARA INC |
1,237,865 | -322,805 | $92,345 |
| AVLR | 1,237,865 | -322,805 | $92,345 |
| PAYLOCITY HOLDING CORPORATION |
1,029,520 | -236,480 | $90,927 |
| PCTY | 1,029,520 | -236,480 | $90,927 |
| ACCELERON PHARMA INC |
999,320 | -126,255 | $89,809 |
| XLRN | 999,320 | -126,255 | $89,809 |
| ENCOMPASS HEALTH CORPORATION |
1,394,250 | +574,058 | $89,274 |
| EHC | 1,394,250 | +574,058 | $89,274 |
| CENTENE CORPORATION |
1,493,790 | +125,640 | $88,746 |
| CNC | 1,493,790 | +125,640 | $88,746 |
| WASTE CONNECTIONS INC |
1,111,100 | -106,100 | $86,110 |
| WCN | 1,111,100 | -106,100 | $86,110 |
| LITTELFUSE INC |
636,315 | +69,815 | $84,897 |
| LFUS | 636,315 | +69,815 | $84,897 |
| TYLER TECHNOLOGIES |
280,975 | +1,085 | $83,326 |
| TYL | 280,975 | +1,085 | $83,326 |
| CHEMED CORPORATION |
189,765 | +21,525 | $82,206 |
| CHE | 189,765 | +21,525 | $82,206 |
| GARTNER INCORPORATION |
822,200 | +210,000 | $81,866 |
| IT | 822,200 | +210,000 | $81,866 |
| CATALENT INC |
1,529,575 | +29,015 | $79,461 |
| CTLT | 1,529,575 | +29,015 | $79,461 |
| Q2 HOLDINGS INC |
1,342,593 | +137,870 | $79,294 |
| QTWO | 1,342,593 | +137,870 | $79,294 |
| J2 GLOBAL INC. |
1,045,700 | -180,140 | $78,271 |
| JCOM | 1,045,700 | -180,140 | $78,271 |
| MARVELL TECH GROUP |
3,420,000 | -283,251 | $77,395 |
| MRVL | 3,420,000 | -283,251 | $77,395 |
| RPM INTERNATIONAL INC. |
1,294,105 | -148,495 | $76,999 |
| RPM | 1,294,105 | -148,495 | $76,999 |
| WILLIS TOWERS WATSON PUBLIC LIMITED CO |
445,985 | +138,270 | $75,751 |
| WLTW | 445,985 | +138,270 | $75,751 |
| ALTICE USA INCORPORATION |
3,391,500 | +842,700 | $75,597 |
| ATUS | 3,391,500 | +842,700 | $75,597 |
| BJS WHSL CLUB HLDGS INC |
2,866,600 | -348,650 | $73,012 |
| BJ | 2,866,600 | -348,650 | $73,012 |
| ENTEGRIS INC |
1,614,000 | -361,700 | $72,259 |
| ENTG | 1,614,000 | -361,700 | $72,259 |
| COUPA SOFTWARE INCORPORATED |
504,765 | -73,530 | $70,531 |
| COUP | 504,765 | -73,530 | $70,531 |
| ZENDESK INC |
1,076,275 | -86,849 | $68,892 |
| ZEN | 1,076,275 | -86,849 | $68,892 |
| ENVESTNET INC |
1,277,520 | -171,800 | $68,705 |
| ENV | 1,277,520 | -171,800 | $68,705 |
| OREILLY AUTOMOTIVE INC. |
227,233 | +46,583 | $68,408 |
| ORLY | 227,233 | +46,583 | $68,408 |
| CLEAN HARBORS INC. |
1,331,565 | +439,365 | $68,363 |
| CLH | 1,331,565 | +439,365 | $68,363 |
| COSTAR GROUP INC |
116,296 | -32,284 | $68,290 |
| CSGP | 116,296 | -32,284 | $68,290 |
| STRATEGIC EDUCATION INC |
467,909 | -95,371 | $65,395 |
| STRA | 467,909 | -95,371 | $65,395 |
| MARTIN MARIETTA MATERIALS INC |
344,700 | +154,775 | $65,228 |
| MLM | 344,700 | +154,775 | $65,228 |
| LAM RESEARCH CORPORATION |
267,700 | -13,625 | $64,248 |
| LRCX | 267,700 | -13,625 | $64,248 |
| WNS HOLDINGS LTD |
1,483,785 | -190,925 | $63,773 |
| WNS | 1,483,785 | -190,925 | $63,773 |
| DOMINOS PIZZA INC |
185,600 | -63,625 | $60,147 |
| DPZ | 185,600 | -63,625 | $60,147 |
| L3HARRIS TECHNOLOGIES INC |
325,700 | +21,600 | $58,665 |
| LHX | 325,700 | +21,600 | $58,665 |
| EMCOR GROUP INC |
952,548 | +225,253 | $58,410 |
| EME | 952,548 | +225,253 | $58,410 |
| CHEGG INC |
1,630,185 | -197,185 | $58,328 |
| CHGG | 1,630,185 | -197,185 | $58,328 |
| APOLLO GLOBAL MGMT INC |
1,703,800 | -750,425 | $57,077 |
| APO | 1,703,800 | -750,425 | $57,077 |
| LAMB WESTON HOLDINGS INC |
996,675 | +178,725 | $56,910 |
| LW | 996,675 | +178,725 | $56,910 |
| VERISK ANALYTICS INC. |
405,855 | +71,240 | $56,568 |
| VRSK | 405,855 | +71,240 | $56,568 |
| TANDEM DIABETES CARE INC |
876,575 | -423,435 | $56,408 |
| TNDM | 876,575 | -423,435 | $56,408 |
| ALEXION PHARMACEUTICALS INC. |
625,500 | +625,500 | $56,164 |
| ALXN | 625,500 | +625,500 | $56,164 |
| IRHYTHM TECHNOLOGIES INC |
686,190 | -18,140 | $55,822 |
| IRTC | 686,190 | -18,140 | $55,822 |
| AMERISOURCEBERGEN CORPORATION |
620,600 | +620,600 | $54,923 |
| ABC | 620,600 | +620,600 | $54,923 |
See Full List: All Stocks Held By TimesSquare Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By TimesSquare Capital Management LLC
|
Size ($ in 1000's)
At 03/31/2020: $8,385,667 At 12/31/2019: $11,219,735 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 |
