HoldingsChannel.com
| Entity | Amount | Change
09/30/2019 to 12/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 GLOBAL PAYMENTS |
1,192,790 | -200,085 | $217,756 |
| GPN | 1,192,790 | -200,085 | $217,756 |
| CBRE GROUP |
3,360,420 | -306,220 | $205,960 |
| CBRE | 3,360,420 | -306,220 | $205,960 |
| TRANSUNION |
2,279,480 | -175,795 | $195,146 |
| TRU | 2,279,480 | -175,795 | $195,146 |
| BOOZ ALLEN HAMILTON INC |
2,437,170 | -318,230 | $173,356 |
| BAH | 2,437,170 | -318,230 | $173,356 |
| THE PROGRESSIVE CORPORATION |
2,175,950 | -896,070 | $157,517 |
| PGR | 2,175,950 | -896,070 | $157,517 |
| PAYLOCITY HOLDING CORPORATION |
1,266,000 | -211,960 | $152,958 |
| PCTY | 1,266,000 | -211,960 | $152,958 |
| WEX INC |
648,610 | -7,375 | $135,858 |
| WEX | 648,610 | -7,375 | $135,858 |
| CHARLES RIVER LABORATORIES INTL INC. |
793,775 | -213,975 | $121,257 |
| CRL | 793,775 | -213,975 | $121,257 |
| APOLLO GLOBAL MGMT INC |
2,454,225 | -642,125 | $117,091 |
| APO | 2,454,225 | -642,125 | $117,091 |
| J2 GLOBAL INC. |
1,225,840 | +82,360 | $114,873 |
| JCOM | 1,225,840 | +82,360 | $114,873 |
| AVALARA INC |
1,560,670 | -179,190 | $114,319 |
| AVLR | 1,560,670 | -179,190 | $114,319 |
| WNS HOLDINGS LTD |
1,674,710 | +253,510 | $110,782 |
| WNS | 1,674,710 | +253,510 | $110,782 |
| RPM INTERNATIONAL INC. |
1,442,600 | -251,400 | $110,734 |
| RPM | 1,442,600 | -251,400 | $110,734 |
| WASTE CONNECTIONS INC |
1,217,200 | +195,600 | $110,510 |
| WCN | 1,217,200 | +195,600 | $110,510 |
| LITTELFUSE INC |
566,500 | +252,055 | $108,371 |
| LFUS | 566,500 | +252,055 | $108,371 |
| FLEETCOR TECHNOLO |
375,450 | -44,170 | $108,024 |
| FLT | 375,450 | -44,170 | $108,024 |
| VERTEX PHARMACEUTICALS INCORPORATED |
481,870 | -133,350 | $105,505 |
| VRTX | 481,870 | -133,350 | $105,505 |
| BWX TECHNOLOGIES INC |
1,699,450 | -366,350 | $105,502 |
| BWXT | 1,699,450 | -366,350 | $105,502 |
| ENVESTNET INC |
1,449,320 | -91,980 | $100,916 |
| ENV | 1,449,320 | -91,980 | $100,916 |
| SBA COMMUNICATIONS CORPORATION |
415,040 | -71,645 | $100,020 |
| SBAC | 415,040 | -71,645 | $100,020 |
| ENTEGRIS INC |
1,975,700 | -207,400 | $98,963 |
| ENTG | 1,975,700 | -207,400 | $98,963 |
| MARVELL TECH GROUP |
3,703,251 | -222,214 | $98,358 |
| MRVL | 3,703,251 | -222,214 | $98,358 |
| Q2 HOLDINGS INC |
1,204,723 | -73,482 | $97,679 |
| QTWO | 1,204,723 | -73,482 | $97,679 |
| TRINET GROUP INC |
1,678,230 | -109,260 | $95,005 |
| TNET | 1,678,230 | -109,260 | $95,005 |
| NATIONAL VISION HOLDINGS INC |
2,922,420 | -315,220 | $94,774 |
| EYE | 2,922,420 | -315,220 | $94,774 |
| GARTNER INCORPORATION |
612,200 | -91,325 | $94,340 |
| IT | 612,200 | -91,325 | $94,340 |
| ZYNGA INC |
14,755,950 | -937,950 | $90,306 |
| ZNGA | 14,755,950 | -937,950 | $90,306 |
| STRATEGIC EDUCATION INC |
563,280 | -61,385 | $89,505 |
| STRA | 563,280 | -61,385 | $89,505 |
| ZENDESK INC |
1,163,124 | +223,024 | $89,130 |
| ZEN | 1,163,124 | +223,024 | $89,130 |
| COSTAR GROUP INC |
148,580 | -33,595 | $88,895 |
| CSGP | 148,580 | -33,595 | $88,895 |
| CENTENE CORPORATION |
1,368,150 | -153,750 | $86,016 |
| CNC | 1,368,150 | -153,750 | $86,016 |
| FIVE BELOW INC |
663,450 | +116,150 | $84,829 |
| FIVE | 663,450 | +116,150 | $84,829 |
| COUPA SOFTWARE INCORPORATED |
578,295 | -127,050 | $84,576 |
| COUP | 578,295 | -127,050 | $84,576 |
| CATALENT INC |
1,500,560 | +1,500,560 | $84,482 |
| CTLT | 1,500,560 | +1,500,560 | $84,482 |
| AERCAP HOLDINGS |
1,367,975 | -13,600 | $84,089 |
| AER | 1,367,975 | -13,600 | $84,089 |
| TYLER TECHNOLOGIES |
279,890 | -159,260 | $83,973 |
| TYL | 279,890 | -159,260 | $83,973 |
| LAM RESEARCH CORPORATION |
281,325 | -85,575 | $82,259 |
| LRCX | 281,325 | -85,575 | $82,259 |
| ACI WORLDWIDE INC |
2,125,793 | +44,030 | $80,536 |
| ACIW | 2,125,793 | +44,030 | $80,536 |
| OREILLY AUTOMOTIVE INC. |
180,650 | -58,445 | $79,172 |
| ORLY | 180,650 | -58,445 | $79,172 |
| REXNORD CORP |
2,410,760 | +361,860 | $78,639 |
| RXN | 2,410,760 | +361,860 | $78,639 |
| TANDEM DIABETES CARE INC |
1,300,010 | +60,475 | $77,494 |
| TNDM | 1,300,010 | +60,475 | $77,494 |
| BLUEPRINT MEDICINES CORPORATION |
957,430 | +107,610 | $76,700 |
| BPMC | 957,430 | +107,610 | $76,700 |
| CLEAN HARBORS INC. |
892,200 | -550,600 | $76,506 |
| CLH | 892,200 | -550,600 | $76,506 |
| HEXCEL CORPORATION |
1,025,425 | -103,535 | $75,174 |
| HXL | 1,025,425 | -103,535 | $75,174 |
| BRUNSWICK CORPORATION |
1,242,825 | -157,148 | $74,545 |
| BC | 1,242,825 | -157,148 | $74,545 |
| EVERCORE INC |
996,350 | +667,250 | $74,487 |
| EVR | 996,350 | +667,250 | $74,487 |
| MKS INSTRUMENTS IN |
675,955 | -238,715 | $74,362 |
| MKSI | 675,955 | -238,715 | $74,362 |
| CHEMED CORPORATION |
168,240 | +13,725 | $73,901 |
| CHE | 168,240 | +13,725 | $73,901 |
| ADDUS HOMECARE COR |
754,035 | -110,865 | $73,307 |
| ADUS | 754,035 | -110,865 | $73,307 |
| DOMINOS PIZZA INC |
249,225 | -15,275 | $73,217 |
| DPZ | 249,225 | -15,275 | $73,217 |
See Full List: All Stocks Held By TimesSquare Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By TimesSquare Capital Management LLC
|
Size ($ in 1000's)
At 12/31/2019: $11,219,735 At 09/30/2019: $11,303,582 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 |
