HoldingsChannel.com
TimesSquare Capital Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
Progressive Corp. 3,072,020 -370,900 $237,314
     PGR3,072,020-370,900$237,314
Global Payments Inc 1,392,875 -477,350 $221,467
     GPN1,392,875-477,350$221,467
Transunion 2,455,275 -524,780 $199,147
     TRU2,455,275-524,780$199,147
Booz Allen & Hamilton Inc 2,755,400 -384,875 $195,689
     BAH2,755,400-384,875$195,689
CBRE Group Inc 3,666,640 -180,060 $194,369
     CBRE3,666,640-180,060$194,369
Paylocity Holding Corp 1,477,960 +1,772 $144,219
     PCTY1,477,960+1,772$144,219
Charles River Laboratorie 1,007,750 +99,900 $133,396
     CRL1,007,750+99,900$133,396
Wex Inc 655,985 -38,172 $132,555
     WEX655,985-38,172$132,555
Fleetcor Technologies Inc 419,620 -64,440 $120,339
     FLT419,620-64,440$120,339
BWX Technologies Inc. 2,065,800 -481,770 $118,184
     BWXT2,065,800-481,770$118,184
SBA Communications Corp 486,685 -177,345 $117,364
     SBAC486,685-177,345$117,364
Apollo Global Management 3,096,350 -737,625 $117,104
     APO3,096,350-737,625$117,104
Avalara Inc 1,739,860 -66,975 $117,075
     AVLR1,739,860-66,975$117,075
RPM International Inc 1,694,000 +1,033,400 $116,564
     RPM1,694,000+1,033,400$116,564
Tyler Technologies Inc. 439,150 -133,773 $115,277
     TYL439,150-133,773$115,277
Clean Harbors Inc 1,442,800 -337,282 $111,384
     CLH1,442,800-337,282$111,384
Trinet Group Inc 1,787,490 -22,860 $111,164
     TNET1,787,490-22,860$111,164
Costar Group Inc 182,175 -69,080 $108,066
     CSGP182,175-69,080$108,066
Vertex Pharmaceuticals In 615,220 +105,030 $104,231
     VRTX615,220+105,030$104,231
J2 Global Inc. 1,143,480 -23,187 $103,851
     JCOM1,143,480-23,187$103,851
Renaissancere Holdings Lt 533,125 -324,673 $103,133
     RNR533,125-324,673$103,133
Entegris Inc. 2,183,100 -544,100 $102,737
     ENTG2,183,100-544,100$102,737
Q2 Holdings Inc 1,278,205 -334,432 $100,812
     QTWO1,278,205-334,432$100,812
Gartner Inc 703,525 -344,595 $100,597
     IT703,525-344,595$100,597
Marvell Technology Group 3,925,465 -1,097,031 $98,019
     MRVL3,925,465-1,097,031$98,019
O&apos Reilly Automotive Inc 239,095 -195,305 $95,282
     ORLY239,095-195,305$95,282
Waste Connections Inc. 1,021,600 +76,000 $93,987
     WCN1,021,600+76,000$93,987
Hexcel Corp. 1,128,960 -377,300 $92,721
     HXL1,128,960-377,300$92,721
Coupa Software Incorporat 705,345 -191,285 $91,392
     COUP705,345-191,285$91,392
Zynga Inc 15,693,900 +21,100 $91,338
     ZNGA15,693,900+21,100$91,338
EMCOR Group Inc 1,044,610 +41,110 $89,962
     EME1,044,610+41,110$89,962
Envestnet Inc. 1,541,300 +920,535 $87,392
     ENV1,541,300+920,535$87,392
Strategic Ed Inc 624,665 -186,580 $84,879
     STRA624,665-186,580$84,879
Lam Research Corp. 366,900 -9,100 $84,794
     LRCX366,900-9,100$84,794
MKS Instruments Inc. 914,670 -110,725 $84,406
     MKSI914,670-110,725$84,406
ASGN Incorporated 1,341,763 -415,332 $84,343
     ASGN1,341,763-415,332$84,343
WNS Holdings Ltd ADR 1,421,200 +6,090 $83,496
     WNS1,421,200+6,090$83,496
Albany International Corp 888,280 -445,980 $80,087
     AIN888,280-445,980$80,087
SAGE Therapeutics Inc. 570,500 +61,500 $80,035
     SAGE570,500+61,500$80,035
Verisk Analytics Inc. Cl 493,560 -125,475 $78,052
     VRSK493,560-125,475$78,052
National Vision Holdings 3,237,640 +32,500 $77,930
     EYE3,237,640+32,500$77,930
SVB Financial Group 372,000 -180,500 $77,729
     SIVB372,000-180,500$77,729
Dolby Laboratories Inc. C 1,200,500 -85,000 $77,600
     DLB1,200,500-85,000$77,600
Altice USA Inc 2,677,800 -533,900 $76,799
     ATUS2,677,800-533,900$76,799
Amdocs Limited 1,149,100 -273,900 $75,967
     DOX1,149,100-273,900$75,967
Aercap Holdings NV 1,381,575 +327,800 $75,641
     AER1,381,575+327,800$75,641
Grand Canyon Education In 756,100 +17,400 $74,249
     LOPE756,100+17,400$74,249
Tandem Diabetes Care Inc. 1,239,535 +102,758 $73,108
     TNDM1,239,535+102,758$73,108
Brunswick Corp. 1,399,973 +20,300 $72,967
     BC1,399,973+20,300$72,967
RealPage Inc 1,148,670 -348,398 $72,205
     RP1,148,670-348,398$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

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

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