TimesSquare Capital Management, LLC
NEW YORK NY · SEC CIK 0001313816
$67.99亿2026Q2 申报市值
158持仓数
21.6%前十大占比 · 第一大 2.6%
21 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ALAB 新建仓+$8,494.82万
SNOW 加仓+$8,171.92万
WFRD 新建仓+$4,961.98万
INIO 新建仓+$2,734.33万
IONS 加仓+$2,683.14万
2026Q2 卖出最多 按季末市值估算
PANW 减仓-$7,562.63万
BE 减仓-$7,121.74万
MRVL 减仓-$6,147.44万
CRDO 减仓-$4,866.35万
FROG 减仓-$4,539.77万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CRS | CARPENTER TECHNOLOGY CORP | $1.80亿 | 2.65% | 291,622 | -1,657 | -0.6% | -$102.21万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1.74亿 | 2.55% | 1,135,152 | -235,421 | -17.2% | -$3,601.00万 | 减仓 |
| EME | EMCOR GROUP INC | $1.57亿 | 2.31% | 189,107 | -22,755 | -10.7% | -$1,888.39万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.53亿 | 2.25% | 110,824 | -28,016 | -20.2% | -$3,872.82万 | 减仓 |
| FIX | COMFORT SYS USA INC | $1.46亿 | 2.15% | 73,834 | -134 | -0.2% | -$26.56万 | 减仓 |
| FROG | JFROG LTD | $1.45亿 | 2.14% | 1,598,052 | -499,535 | -23.8% | -$4,539.77万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1.34亿 | 1.97% | 527,197 | 321,097 | 155.8% | $8,171.92万 | 加仓 |
| MKSI | MKS INC. | $1.28亿 | 1.89% | 288,450 | 285 | 0.1% | $12.68万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $1.25亿 | 1.83% | 164,528 | 35 | 0.0% | $2.65万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1.24亿 | 1.82% | 1,424,489 | -26,350 | -1.8% | -$229.35万 | 减仓 |
| COR | CENCORA INC | $1.18亿 | 1.74% | 418,087 | -3,983 | -0.9% | -$112.71万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $1.16亿 | 1.70% | 206,573 | 692 | 0.3% | $38.79万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $1.11亿 | 1.63% | 465,372 | -4,961 | -1.1% | -$118.17万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1.05亿 | 1.55% | 308,584 | -221,765 | -41.8% | -$7,562.63万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $9,949.91万 | 1.46% | 261,585 | -79,646 | -23.3% | -$3,029.49万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $9,423.62万 | 1.39% | 842,975 | 10,481 | 1.3% | $117.17万 | 加仓 |
| TRGP | TARGA RES CORP | $9,240.64万 | 1.36% | 344,620 | -252 | -0.1% | -$6.76万 | 减仓 |
| ROST | ROSS STORES INC | $8,858.71万 | 1.30% | 416,195 | -194 | -0.0% | -$4.13万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $8,635.49万 | 1.27% | 937,723 | 1,736 | 0.2% | $15.99万 | 加仓 |
| IDXX | IDEXX LABS INC | $8,605.03万 | 1.27% | 163,457 | -306 | -0.2% | -$16.11万 | 减仓 |
| ALAB | ASTERA LABS INC | $8,494.82万 | 1.25% | 175,869 | 175,869 | — | $8,494.82万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $8,348.17万 | 1.23% | 349,281 | -35,615 | -9.3% | -$851.23万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $8,216.64万 | 1.21% | 217,113 | -50,821 | -19.0% | -$1,923.32万 | 减仓 |
| INSM | INSMED INC | $7,762.96万 | 1.14% | 728,096 | 143,298 | 24.5% | $1,527.84万 | 加仓 |
| ARGX | ARGENX SE | $7,711.07万 | 1.13% | 83,114 | -3 | -0.0% | -$2,783 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $7,671.46万 | 1.13% | 306,883 | 756 | 0.2% | $18.90万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $7,595.53万 | 1.12% | 226,854 | 959 | 0.4% | $32.11万 | 加仓 |
| NRG | NRG ENERGY INC | $7,532.83万 | 1.11% | 515,735 | 884 | 0.2% | $12.91万 | 加仓 |
| VEEV | VEEVA SYS INC | $7,200.01万 | 1.06% | 405,703 | -1,441 | -0.4% | -$25.57万 | 减仓 |
| DASH | DOORDASH INC | $6,823.13万 | 1.00% | 369,757 | 1,298 | 0.4% | $23.95万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $6,633.72万 | 0.98% | 1,328,871 | 63,582 | 5.0% | $317.40万 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $6,437.31万 | 0.95% | 798,575 | -127,312 | -13.8% | -$1,026.26万 | 减仓 |
| STVN | STEVANATO GROUP S P A | $6,278.68万 | 0.92% | 3,474,641 | -15,075 | -0.4% | -$27.24万 | 减仓 |
| CBRE | CBRE GROUP INC | $6,253.97万 | 0.92% | 464,323 | 1,657 | 0.4% | $22.32万 | 加仓 |
| CTAS | CINTAS CORP | $6,205.67万 | 0.91% | 364,868 | -822 | -0.2% | -$13.98万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $6,123.57万 | 0.90% | 341,089 | -364 | -0.1% | -$6.53万 | 减仓 |
| RGEN | REPLIGEN CORP | $6,098.38万 | 0.90% | 446,964 | -9,119 | -2.0% | -$124.42万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $6,012.73万 | 0.88% | 689,375 | -19,819 | -2.8% | -$172.86万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $6,006.55万 | 0.88% | 75,574 | 15,851 | 26.5% | $1,259.82万 | 加仓 |
| APH | AMPHENOL CORP | $5,865.87万 | 0.86% | 332,683 | 52,414 | 18.7% | $924.16万 | 加仓 |
| TTAN | SERVICETITAN INC | $5,849.74万 | 0.86% | 827,286 | -14,353 | -1.7% | -$101.49万 | 减仓 |
| ESAB | ESAB CORPORATION | $5,667.77万 | 0.83% | 574,650 | -103,238 | -15.2% | -$1,018.24万 | 减仓 |
| EVR | EVERCORE INC | $5,666.50万 | 0.83% | 165,959 | -7 | -0.0% | -$2,390 | 减仓 |
| DT | DYNATRACE INC | $5,480.14万 | 0.81% | 1,248,040 | -1,903 | -0.2% | -$8.36万 | 减仓 |
| AME | AMETEK INC | $5,131.43万 | 0.75% | 212,095 | 516 | 0.2% | $12.48万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $4,961.98万 | 0.73% | 608,832 | 608,832 | — | $4,961.98万 | 新建仓 |
| JHX | JAMES HARDIE INDS PLC | $4,908.25万 | 0.72% | 1,874,809 | -44,932 | -2.3% | -$117.63万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $4,884.69万 | 0.72% | 503,732 | -70,506 | -12.3% | -$683.70万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $4,868.96万 | 0.72% | 614,070 | 338,396 | 122.8% | $2,683.14万 | 加仓 |
| TPG | TPG INC | $4,839.78万 | 0.71% | 1,193,534 | 2,913 | 0.2% | $11.81万 | 加仓 |
| SITM | SITIME CORP | $4,819.45万 | 0.71% | 64,642 | -26,450 | -29.0% | -$1,972.01万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $4,641.45万 | 0.68% | 170,673 | -178,943 | -51.2% | -$4,866.35万 | 减仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $4,570.01万 | 0.67% | 816,511 | -75,883 | -8.5% | -$424.72万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $4,560.04万 | 0.67% | 153,078 | -206,366 | -57.4% | -$6,147.44万 | 减仓 |
| — | 2023 ETF SERIES TRUST | $4,473.78万 | 0.66% | 2,105,100 | 48,400 | 2.4% | $102.86万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $4,441.46万 | 0.65% | 242,557 | 657 | 0.3% | $12.03万 | 加仓 |
| VVV | VALVOLINE INC | $4,354.11万 | 0.64% | 1,101,192 | 166,692 | 17.8% | $659.10万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $4,299.76万 | 0.63% | 367,281 | -9,192 | -2.4% | -$107.61万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $4,276.17万 | 0.63% | 1,162,318 | 909 | 0.1% | $3.34万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $4,227.85万 | 0.62% | 73,311 | 12 | 0.0% | $6,920 | 加仓 |
| IOT | SAMSARA INC | $4,153.66万 | 0.61% | 1,280,808 | -164 | -0.0% | -$5,319 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $4,145.79万 | 0.61% | 111,545 | -797 | -0.7% | -$29.62万 | 减仓 |
| RBC | RBC BEARINGS INC | $4,090.81万 | 0.60% | 63,516 | -11,418 | -15.2% | -$735.39万 | 减仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $3,984.50万 | 0.59% | 951,637 | -125,837 | -11.7% | -$526.88万 | 减仓 |
| CCJ | CAMECO CORP | $3,982.28万 | 0.59% | 390,956 | 639 | 0.2% | $6.51万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $3,982.09万 | 0.59% | 274,627 | 8,046 | 3.0% | $116.67万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $3,822.11万 | 0.56% | 378,127 | -857 | -0.2% | -$8.66万 | 减仓 |
| CHEF | CHEFS WHSE INC | $3,761.93万 | 0.55% | 391,460 | -29,798 | -7.1% | -$286.36万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $3,725.45万 | 0.55% | 443,189 | -83,422 | -15.8% | -$701.25万 | 减仓 |
| ITT | ITT INC | $3,685.24万 | 0.54% | 186,349 | -21,375 | -10.3% | -$422.71万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $3,648.38万 | 0.54% | 363,819 | 454 | 0.1% | $4.55万 | 加仓 |
| EE | EXCELERATE ENERGY INC | $3,609.89万 | 0.53% | 950,222 | 278,280 | 41.4% | $1,057.19万 | 加仓 |
| RMBS | RAMBUS INC DEL | $3,553.52万 | 0.52% | 267,705 | -44,655 | -14.3% | -$592.75万 | 减仓 |
| TRMB | TRIMBLE INC | $3,545.68万 | 0.52% | 692,787 | -950 | -0.1% | -$4.86万 | 减仓 |
| NTSK | NETSKOPE INC | $3,347.19万 | 0.49% | 3,059,593 | -235,394 | -7.1% | -$257.52万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $3,332.47万 | 0.49% | 98,550 | -20,756 | -17.4% | -$701.86万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $3,226.71万 | 0.47% | 110,330 | 282 | 0.3% | $8.25万 | 加仓 |
| AXGN | AXOGEN INC | $3,186.34万 | 0.47% | 689,833 | 114,469 | 19.9% | $528.73万 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $3,150.23万 | 0.46% | 313,549 | -12,100 | -3.7% | -$121.57万 | 减仓 |
| ESTC | ELASTIC N V | $3,117.48万 | 0.46% | 546,734 | -81,945 | -13.0% | -$467.25万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $2,873.30万 | 0.42% | 908,984 | -530,768 | -36.9% | -$1,677.76万 | 减仓 |
| BSY | BENTLEY SYS INC | $2,767.45万 | 0.41% | 925,879 | -2,100 | -0.2% | -$6.28万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $2,737.46万 | 0.40% | 230,484 | 14,525 | 6.7% | $172.51万 | 加仓 |
| INIO | INNIO NV | $2,734.33万 | 0.40% | 691,360 | 691,360 | — | $2,734.33万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $2,725.82万 | 0.40% | 451,593 | 92,300 | 25.7% | $557.12万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $2,725.02万 | 0.40% | 230,524 | 196,376 | 575.1% | $2,321.36万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $2,702.90万 | 0.40% | 455,341 | -1,063 | -0.2% | -$6.31万 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $2,698.19万 | 0.40% | 796,162 | 44,174 | 5.9% | $149.71万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $2,633.85万 | 0.39% | 158,009 | -29 | -0.0% | -$4,834 | 减仓 |
| MYRG | MYR GROUP INC | $2,627.45万 | 0.39% | 52,507 | -18,359 | -25.9% | -$918.68万 | 减仓 |
| WRBY | WARBY PARKER INC | $2,527.33万 | 0.37% | 833,002 | -95,676 | -10.3% | -$290.28万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $2,511.35万 | 0.37% | 1,400,642 | 106,477 | 8.2% | $190.91万 | 加仓 |
| VCEL | VERICEL CORP | $2,446.26万 | 0.36% | 549,846 | -28,487 | -4.9% | -$126.74万 | 减仓 |
| FICO | FAIR ISAAC CORP | $2,396.01万 | 0.35% | 20,054 | -20,594 | -50.7% | -$2,460.53万 | 减仓 |
| EMBJ | EMBRAER S.A. | $2,393.64万 | 0.35% | 375,178 | 6,826 | 1.9% | $43.55万 | 加仓 |
| LGN | LEGENCE CORP | $2,357.47万 | 0.35% | 276,601 | -1,268 | -0.5% | -$10.81万 | 减仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $2,324.86万 | 0.34% | 369,377 | -19,213 | -4.9% | -$120.93万 | 减仓 |
| HXL | HEXCEL CORP NEW | $2,310.86万 | 0.34% | 230,947 | -11,598 | -4.8% | -$116.05万 | 减仓 |
| NICE | NICE LTD | $2,244.64万 | 0.33% | 247,071 | -25,228 | -9.3% | -$229.20万 | 减仓 |
| BRO | BROWN & BROWN INC | $2,230.01万 | 0.33% | 347,624 | -54,322 | -13.5% | -$348.48万 | 减仓 |