HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 CINTAS CORPORATION |
213,396 | -7,760 | $128,605 |
| CTAS | 213,396 | -7,760 | $128,605 |
| CYBER ARK SOFTWARE LIMITED |
552,529 | -1,440 | $121,031 |
| CYBR | 552,529 | -1,440 | $121,031 |
| O REILLY AUTOMOTIVE INC |
121,064 | +366 | $115,020 |
| ORLY | 121,064 | +366 | $115,020 |
| HEXCEL CORPORATION |
1,503,055 | +724,280 | $110,850 |
| HXL | 1,503,055 | +724,280 | $110,850 |
| CROWDSTRIKE HOLDINGS INC |
431,673 | -37,995 | $110,215 |
| CRWD | 431,673 | -37,995 | $110,215 |
| BJS WHSL CLUB HLDGS INC |
1,650,167 | +152,870 | $110,000 |
| BJ | 1,650,167 | +152,870 | $110,000 |
| GARTNER INCORPORATION |
243,412 | -92,031 | $109,806 |
| IT | 243,412 | -92,031 | $109,806 |
| CHEMED CORPORATION |
184,210 | -19,300 | $107,717 |
| CHE | 184,210 | -19,300 | $107,717 |
| WASTE CONNECTIONS INC |
720,729 | -77,003 | $107,583 |
| WCN | 720,729 | -77,003 | $107,583 |
| ASCENDIS PHARMA A S |
792,945 | -49,856 | $99,871 |
| ASND | 792,945 | -49,856 | $99,871 |
| SMARTSHEET INC |
2,060,851 | -39,291 | $98,550 |
| SMAR | 2,060,851 | -39,291 | $98,550 |
| CHENIERE ENERGY INC |
570,652 | -20,980 | $97,416 |
| LNG | 570,652 | -20,980 | $97,416 |
| VEEVA SYSTEMS INC |
496,404 | +201,085 | $95,568 |
| VEEV | 496,404 | +201,085 | $95,568 |
| CENCORA INC |
530,732 | +16,267 | $95,521 |
| ABC | 530,732 | +16,267 | $95,521 |
| DEXCOM INC |
768,590 | +35,210 | $95,374 |
| DXCM | 768,590 | +35,210 | $95,374 |
| RENAISSANCERE HOLDINGS LTD. |
474,820 | -40,695 | $93,065 |
| RNR | 474,820 | -40,695 | $93,065 |
| EMCOR GROUP INC |
426,083 | +205,793 | $91,791 |
| EME | 426,083 | +205,793 | $91,791 |
| PALO ALTO NETWORKS INC |
301,389 | -163,586 | $88,874 |
| PANW | 301,389 | -163,586 | $88,874 |
| IDEXX LABORATORIES INC |
158,419 | -31,755 | $87,930 |
| IDXX | 158,419 | -31,755 | $87,930 |
| TPG INC |
2,029,511 | -181,600 | $87,614 |
| TPG | 2,029,511 | -181,600 | $87,614 |
| ROSS STORES INC |
631,775 | +37,665 | $87,431 |
| ROST | 631,775 | +37,665 | $87,431 |
| HUBSPOT INC |
150,405 | +6,740 | $87,316 |
| HUBS | 150,405 | +6,740 | $87,316 |
| VERISK ANALYTICS INC |
350,520 | -12,480 | $83,725 |
| VRSK | 350,520 | -12,480 | $83,725 |
| AMPHENOL CORP |
839,319 | -28,985 | $83,202 |
| APH | 839,319 | -28,985 | $83,202 |
| TERADYNE INC |
757,448 | +112,225 | $82,198 |
| TER | 757,448 | +112,225 | $82,198 |
| ENCOMPASS HEALTH CORPORATION |
1,150,866 | +175,975 | $76,786 |
| EHC | 1,150,866 | +175,975 | $76,786 |
| MICROCHIP TECH INC |
850,329 | -31,400 | $76,683 |
| MCHP | 850,329 | -31,400 | $76,683 |
| NICE LIMITED |
377,718 | +7,790 | $75,359 |
| NICE | 377,718 | +7,790 | $75,359 |
| BRUNSWICK CORPORATION |
747,106 | -218,490 | $72,283 |
| BC | 747,106 | -218,490 | $72,283 |
| PINTEREST INC |
1,926,610 | -71,515 | $71,362 |
| PINS | 1,926,610 | -71,515 | $71,362 |
| BENTLEY SYSTEMS INC |
1,317,026 | -103,230 | $68,722 |
| BSY | 1,317,026 | -103,230 | $68,722 |
| IAC INC |
1,299,646 | +265,235 | $68,075 |
| IAC | 1,299,646 | +265,235 | $68,075 |
| MONOLITHIC PWR SYS |
107,524 | -9,235 | $67,824 |
| MPWR | 107,524 | -9,235 | $67,824 |
| INTERACTIVE BROKERS GROUP INC |
808,806 | +50,035 | $67,050 |
| IBKR | 808,806 | +50,035 | $67,050 |
| COSTAR GROUP INC |
740,641 | -121,195 | $64,725 |
| CSGP | 740,641 | -121,195 | $64,725 |
| ELASTIC N V |
569,620 | -76,680 | $64,196 |
| ESTC | 569,620 | -76,680 | $64,196 |
| CARLISLE COMPANIES INC |
205,438 | +8,665 | $64,185 |
| CSL | 205,438 | +8,665 | $64,185 |
| LEGEND BIOTECH CORP |
1,065,889 | +142,118 | $64,135 |
| LEGN | 1,065,889 | +142,118 | $64,135 |
| CASELLA WASTE SYSTEMS INC. |
749,257 | -197,240 | $64,032 |
| CWST | 749,257 | -197,240 | $64,032 |
| HASHICORP INC |
2,697,746 | +254,720 | $63,775 |
| HCP | 2,697,746 | +254,720 | $63,775 |
| AMETEK INC |
385,922 | -14,995 | $63,635 |
| AME | 385,922 | -14,995 | $63,635 |
| SYNOPSYS INC |
120,854 | -89,970 | $62,229 |
| SNPS | 120,854 | -89,970 | $62,229 |
| POOL CORPORATION |
153,314 | +27,890 | $61,128 |
| POOL | 153,314 | +27,890 | $61,128 |
| GFL ENVIRONMENTAL INC |
1,749,095 | -646,385 | $60,361 |
| GFL | 1,749,095 | -646,385 | $60,361 |
| ROCKWELL AUTOMATION INC. |
194,185 | +60,295 | $60,291 |
| ROK | 194,185 | +60,295 | $60,291 |
| MARTIN MARIETTA MATERIALS INC |
120,609 | -34,867 | $60,173 |
| MLM | 120,609 | -34,867 | $60,173 |
| ICON PLC SHS |
203,322 | -6,750 | $57,554 |
| ICLR | 203,322 | -6,750 | $57,554 |
| WEX INC |
288,527 | +42,700 | $56,133 |
| WEX | 288,527 | +42,700 | $56,133 |
| TYLER TECHNOLOGIES |
132,013 | -13,835 | $55,197 |
| TYL | 132,013 | -13,835 | $55,197 |
| FLOOR AND DECOR HOLDING INCORPORATION |
493,477 | -117,490 | $55,052 |
| FND | 493,477 | -117,490 | $55,052 |
See Full List: All Stocks Held By TimesSquare Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By TimesSquare Capital Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $6,786,806 At 09/30/2023: $6,424,615 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 |
