HoldingsChannel.com
TimesSquare Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
RENAISSANCERE HOLDINGS LTD. 1,140,700 +794,250 $170,329
     RNR1,140,700+794,250$170,329
THE PROGRESSIVE CORPORATION 2,008,250 -167,700 $148,289
     PGR2,008,250-167,700$148,289
BOOZ ALLEN HAMILTON INC 1,928,305 -508,865 $132,359
     BAH1,928,305-508,865$132,359
SBA COMMUNICATIONS CORPORATION 453,787 +38,747 $122,509
     SBAC453,787+38,747$122,509
ZYNGA INC 16,084,600 +1,328,650 $110,180
     ZNGA16,084,600+1,328,650$110,180
VERTEX PHARMACEUTICALS INCORPORATED 460,340 -21,530 $109,538
     VRTX460,340-21,530$109,538
CBRE GROUP 2,876,100 -484,320 $108,458
     CBRE2,876,100-484,320$108,458
GLOBAL PAYMENTS 751,075 -441,715 $108,328
     GPN751,075-441,715$108,328
TRANSUNION 1,582,975 -696,505 $104,761
     TRU1,582,975-696,505$104,761
CHARLES RIVER LABORATORIES INTL INC. 733,850 -59,925 $92,619
     CRL733,850-59,925$92,619
AVALARA INC 1,237,865 -322,805 $92,345
     AVLR1,237,865-322,805$92,345
PAYLOCITY HOLDING CORPORATION 1,029,520 -236,480 $90,927
     PCTY1,029,520-236,480$90,927
ACCELERON PHARMA INC 999,320 -126,255 $89,809
     XLRN999,320-126,255$89,809
ENCOMPASS HEALTH CORPORATION 1,394,250 +574,058 $89,274
     EHC1,394,250+574,058$89,274
CENTENE CORPORATION 1,493,790 +125,640 $88,746
     CNC1,493,790+125,640$88,746
WASTE CONNECTIONS INC 1,111,100 -106,100 $86,110
     WCN1,111,100-106,100$86,110
LITTELFUSE INC 636,315 +69,815 $84,897
     LFUS636,315+69,815$84,897
TYLER TECHNOLOGIES 280,975 +1,085 $83,326
     TYL280,975+1,085$83,326
CHEMED CORPORATION 189,765 +21,525 $82,206
     CHE189,765+21,525$82,206
GARTNER INCORPORATION 822,200 +210,000 $81,866
     IT822,200+210,000$81,866
CATALENT INC 1,529,575 +29,015 $79,461
     CTLT1,529,575+29,015$79,461
Q2 HOLDINGS INC 1,342,593 +137,870 $79,294
     QTWO1,342,593+137,870$79,294
J2 GLOBAL INC. 1,045,700 -180,140 $78,271
     JCOM1,045,700-180,140$78,271
MARVELL TECH GROUP 3,420,000 -283,251 $77,395
     MRVL3,420,000-283,251$77,395
RPM INTERNATIONAL INC. 1,294,105 -148,495 $76,999
     RPM1,294,105-148,495$76,999
WILLIS TOWERS WATSON PUBLIC LIMITED CO 445,985 +138,270 $75,751
     WLTW445,985+138,270$75,751
ALTICE USA INCORPORATION 3,391,500 +842,700 $75,597
     ATUS3,391,500+842,700$75,597
BJS WHSL CLUB HLDGS INC 2,866,600 -348,650 $73,012
     BJ2,866,600-348,650$73,012
ENTEGRIS INC 1,614,000 -361,700 $72,259
     ENTG1,614,000-361,700$72,259
COUPA SOFTWARE INCORPORATED 504,765 -73,530 $70,531
     COUP504,765-73,530$70,531
ZENDESK INC 1,076,275 -86,849 $68,892
     ZEN1,076,275-86,849$68,892
ENVESTNET INC 1,277,520 -171,800 $68,705
     ENV1,277,520-171,800$68,705
OREILLY AUTOMOTIVE INC. 227,233 +46,583 $68,408
     ORLY227,233+46,583$68,408
CLEAN HARBORS INC. 1,331,565 +439,365 $68,363
     CLH1,331,565+439,365$68,363
COSTAR GROUP INC 116,296 -32,284 $68,290
     CSGP116,296-32,284$68,290
STRATEGIC EDUCATION INC 467,909 -95,371 $65,395
     STRA467,909-95,371$65,395
MARTIN MARIETTA MATERIALS INC 344,700 +154,775 $65,228
     MLM344,700+154,775$65,228
LAM RESEARCH CORPORATION 267,700 -13,625 $64,248
     LRCX267,700-13,625$64,248
WNS HOLDINGS LTD 1,483,785 -190,925 $63,773
     WNS1,483,785-190,925$63,773
DOMINOS PIZZA INC 185,600 -63,625 $60,147
     DPZ185,600-63,625$60,147
L3HARRIS TECHNOLOGIES INC 325,700 +21,600 $58,665
     LHX325,700+21,600$58,665
EMCOR GROUP INC 952,548 +225,253 $58,410
     EME952,548+225,253$58,410
CHEGG INC 1,630,185 -197,185 $58,328
     CHGG1,630,185-197,185$58,328
APOLLO GLOBAL MGMT INC 1,703,800 -750,425 $57,077
     APO1,703,800-750,425$57,077
LAMB WESTON HOLDINGS INC 996,675 +178,725 $56,910
     LW996,675+178,725$56,910
VERISK ANALYTICS INC. 405,855 +71,240 $56,568
     VRSK405,855+71,240$56,568
TANDEM DIABETES CARE INC 876,575 -423,435 $56,408
     TNDM876,575-423,435$56,408
ALEXION PHARMACEUTICALS INC. 625,500 +625,500 $56,164
     ALXN625,500+625,500$56,164
IRHYTHM TECHNOLOGIES INC 686,190 -18,140 $55,822
     IRTC686,190-18,140$55,822
AMERISOURCEBERGEN CORPORATION 620,600 +620,600 $54,923
     ABC620,600+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

TimesSquare Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.