HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 Progressive Corp. |
3,072,020 | -370,900 | $237,314 |
| PGR | 3,072,020 | -370,900 | $237,314 |
| Global Payments Inc |
1,392,875 | -477,350 | $221,467 |
| GPN | 1,392,875 | -477,350 | $221,467 |
| Transunion |
2,455,275 | -524,780 | $199,147 |
| TRU | 2,455,275 | -524,780 | $199,147 |
| Booz Allen & Hamilton Inc |
2,755,400 | -384,875 | $195,689 |
| BAH | 2,755,400 | -384,875 | $195,689 |
| CBRE Group Inc |
3,666,640 | -180,060 | $194,369 |
| CBRE | 3,666,640 | -180,060 | $194,369 |
| Paylocity Holding Corp |
1,477,960 | +1,772 | $144,219 |
| PCTY | 1,477,960 | +1,772 | $144,219 |
| Charles River Laboratorie |
1,007,750 | +99,900 | $133,396 |
| CRL | 1,007,750 | +99,900 | $133,396 |
| Wex Inc |
655,985 | -38,172 | $132,555 |
| WEX | 655,985 | -38,172 | $132,555 |
| Fleetcor Technologies Inc |
419,620 | -64,440 | $120,339 |
| FLT | 419,620 | -64,440 | $120,339 |
| BWX Technologies Inc. |
2,065,800 | -481,770 | $118,184 |
| BWXT | 2,065,800 | -481,770 | $118,184 |
| SBA Communications Corp |
486,685 | -177,345 | $117,364 |
| SBAC | 486,685 | -177,345 | $117,364 |
| Apollo Global Management |
3,096,350 | -737,625 | $117,104 |
| APO | 3,096,350 | -737,625 | $117,104 |
| Avalara Inc |
1,739,860 | -66,975 | $117,075 |
| AVLR | 1,739,860 | -66,975 | $117,075 |
| RPM International Inc |
1,694,000 | +1,033,400 | $116,564 |
| RPM | 1,694,000 | +1,033,400 | $116,564 |
| Tyler Technologies Inc. |
439,150 | -133,773 | $115,277 |
| TYL | 439,150 | -133,773 | $115,277 |
| Clean Harbors Inc |
1,442,800 | -337,282 | $111,384 |
| CLH | 1,442,800 | -337,282 | $111,384 |
| Trinet Group Inc |
1,787,490 | -22,860 | $111,164 |
| TNET | 1,787,490 | -22,860 | $111,164 |
| Costar Group Inc |
182,175 | -69,080 | $108,066 |
| CSGP | 182,175 | -69,080 | $108,066 |
| Vertex Pharmaceuticals In |
615,220 | +105,030 | $104,231 |
| VRTX | 615,220 | +105,030 | $104,231 |
| J2 Global Inc. |
1,143,480 | -23,187 | $103,851 |
| JCOM | 1,143,480 | -23,187 | $103,851 |
| Renaissancere Holdings Lt |
533,125 | -324,673 | $103,133 |
| RNR | 533,125 | -324,673 | $103,133 |
| Entegris Inc. |
2,183,100 | -544,100 | $102,737 |
| ENTG | 2,183,100 | -544,100 | $102,737 |
| Q2 Holdings Inc |
1,278,205 | -334,432 | $100,812 |
| QTWO | 1,278,205 | -334,432 | $100,812 |
| Gartner Inc |
703,525 | -344,595 | $100,597 |
| IT | 703,525 | -344,595 | $100,597 |
| Marvell Technology Group |
3,925,465 | -1,097,031 | $98,019 |
| MRVL | 3,925,465 | -1,097,031 | $98,019 |
| O&apos Reilly Automotive Inc |
239,095 | -195,305 | $95,282 |
| ORLY | 239,095 | -195,305 | $95,282 |
| Waste Connections Inc. |
1,021,600 | +76,000 | $93,987 |
| WCN | 1,021,600 | +76,000 | $93,987 |
| Hexcel Corp. |
1,128,960 | -377,300 | $92,721 |
| HXL | 1,128,960 | -377,300 | $92,721 |
| Coupa Software Incorporat |
705,345 | -191,285 | $91,392 |
| COUP | 705,345 | -191,285 | $91,392 |
| Zynga Inc |
15,693,900 | +21,100 | $91,338 |
| ZNGA | 15,693,900 | +21,100 | $91,338 |
| EMCOR Group Inc |
1,044,610 | +41,110 | $89,962 |
| EME | 1,044,610 | +41,110 | $89,962 |
| Envestnet Inc. |
1,541,300 | +920,535 | $87,392 |
| ENV | 1,541,300 | +920,535 | $87,392 |
| Strategic Ed Inc |
624,665 | -186,580 | $84,879 |
| STRA | 624,665 | -186,580 | $84,879 |
| Lam Research Corp. |
366,900 | -9,100 | $84,794 |
| LRCX | 366,900 | -9,100 | $84,794 |
| MKS Instruments Inc. |
914,670 | -110,725 | $84,406 |
| MKSI | 914,670 | -110,725 | $84,406 |
| ASGN Incorporated |
1,341,763 | -415,332 | $84,343 |
| ASGN | 1,341,763 | -415,332 | $84,343 |
| WNS Holdings Ltd ADR |
1,421,200 | +6,090 | $83,496 |
| WNS | 1,421,200 | +6,090 | $83,496 |
| Albany International Corp |
888,280 | -445,980 | $80,087 |
| AIN | 888,280 | -445,980 | $80,087 |
| SAGE Therapeutics Inc. |
570,500 | +61,500 | $80,035 |
| SAGE | 570,500 | +61,500 | $80,035 |
| Verisk Analytics Inc. Cl |
493,560 | -125,475 | $78,052 |
| VRSK | 493,560 | -125,475 | $78,052 |
| National Vision Holdings |
3,237,640 | +32,500 | $77,930 |
| EYE | 3,237,640 | +32,500 | $77,930 |
| SVB Financial Group |
372,000 | -180,500 | $77,729 |
| SIVB | 372,000 | -180,500 | $77,729 |
| Dolby Laboratories Inc. C |
1,200,500 | -85,000 | $77,600 |
| DLB | 1,200,500 | -85,000 | $77,600 |
| Altice USA Inc |
2,677,800 | -533,900 | $76,799 |
| ATUS | 2,677,800 | -533,900 | $76,799 |
| Amdocs Limited |
1,149,100 | -273,900 | $75,967 |
| DOX | 1,149,100 | -273,900 | $75,967 |
| Aercap Holdings NV |
1,381,575 | +327,800 | $75,641 |
| AER | 1,381,575 | +327,800 | $75,641 |
| Grand Canyon Education In |
756,100 | +17,400 | $74,249 |
| LOPE | 756,100 | +17,400 | $74,249 |
| Tandem Diabetes Care Inc. |
1,239,535 | +102,758 | $73,108 |
| TNDM | 1,239,535 | +102,758 | $73,108 |
| Brunswick Corp. |
1,399,973 | +20,300 | $72,967 |
| BC | 1,399,973 | +20,300 | $72,967 |
| RealPage Inc |
1,148,670 | -348,398 | $72,205 |
| RP | 1,148,670 | -348,398 | $72,205 |
See Full List: All Stocks Held By TimesSquare Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By TimesSquare Capital Management LLC
|
Size ($ in 1000's)
At 09/30/2019: $11,303,582 At 06/30/2019: $12,998,846 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 |
