TimesSquare Capital Management, LLC
NEW YORK NY · SEC CIK 0001313816
$58.94亿2026Q1 申报市值
151持仓数
20.5%前十大占比 · 第一大 2.7%
15 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PANW 新建仓+$8,502.56万
MKSI 新建仓+$6,622.32万
VRT 新建仓+$5,660.48万
CCJ 新建仓+$4,239.23万
LYV 新建仓+$3,689.22万
2026Q1 卖出最多 按季末市值估算
CYBERARK SOFTWAR 清仓-$1.08亿
HUBS 清仓-$8,749.91万
PINS 清仓-$5,243.19万
ONESTREAM INC 清仓-$4,904.35万
BRZE 清仓-$3,213.04万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MIRM | MIRUM PHARMACEUTICALS INC | $3,477.86万 | 0.59% | 376,473 | -19,354 | -4.9% | -$178.79万 | 减仓 |
| APH | AMPHENOL CORP | $3,541.20万 | 0.60% | 280,269 | -44,746 | -13.8% | -$565.37万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,560.29万 | 0.60% | 359,444 | -13,193 | -3.5% | -$130.68万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $3,635.99万 | 0.62% | 1,919,741 | -83,425 | -4.2% | -$158.01万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $3,665.91万 | 0.62% | 378,984 | 32,696 | 9.4% | $316.27万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3,689.22万 | 0.63% | 241,900 | 241,900 | — | $3,689.22万 | 新建仓 |
| — | 2023 ETF SERIES TRUST | $3,696.57万 | 0.63% | 2,056,700 | 1,956,700 | 1,956.7% | $3,516.84万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $3,767.82万 | 0.64% | 110,048 | -1,654 | -1.5% | -$56.63万 | 减仓 |
| BE | BLOOM ENERGY CORP | $3,892.61万 | 0.66% | 287,299 | -49,501 | -14.7% | -$670.69万 | 减仓 |
| ITT | ITT INC | $3,957.77万 | 0.67% | 207,724 | -18,976 | -8.4% | -$361.55万 | 减仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $4,057.77万 | 0.69% | 1,077,474 | 29,338 | 2.8% | $110.49万 | 加仓 |
| IOT | SAMSARA INC | $4,059.40万 | 0.69% | 1,280,972 | -39,056 | -3.0% | -$123.77万 | 减仓 |
| RBC | RBC BEARINGS INC | $4,069.82万 | 0.69% | 74,934 | -15,645 | -17.3% | -$849.71万 | 减仓 |
| CCJ | CAMECO CORP | $4,239.23万 | 0.72% | 390,317 | 390,317 | — | $4,239.23万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $4,314.97万 | 0.73% | 73,299 | -17,795 | -19.5% | -$1,047.56万 | 减仓 |
| FICO | FAIR ISAAC CORP | $4,339.34万 | 0.74% | 40,648 | 8,408 | 26.1% | $897.59万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $4,347.00万 | 0.74% | 59,723 | 1,192 | 2.0% | $86.76万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $4,387.80万 | 0.74% | 540,170 | -220,391 | -29.0% | -$1,790.24万 | 减仓 |
| TRMB | TRIMBLE INC | $4,525.25万 | 0.77% | 693,737 | 3,457 | 0.5% | $22.55万 | 加仓 |
| AME | AMETEK INC | $4,535.41万 | 0.77% | 211,579 | -25,071 | -10.6% | -$537.42万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $4,556.00万 | 0.77% | 574,238 | -23,572 | -3.9% | -$187.02万 | 减仓 |
| DT | DYNATRACE INC | $4,622.29万 | 0.78% | 1,249,943 | -21,351 | -1.7% | -$78.96万 | 减仓 |
| STVN | STEVANATO GROUP S P A | $4,798.36万 | 0.81% | 3,489,716 | -10,605 | -0.3% | -$14.58万 | 减仓 |
| TPG | TPG INC | $4,823.21万 | 0.82% | 1,190,621 | -493,449 | -29.3% | -$1,998.96万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $4,845.40万 | 0.82% | 1,161,409 | 36,286 | 3.2% | $151.39万 | 加仓 |
| EVR | EVERCORE INC | $4,954.25万 | 0.84% | 165,966 | -2,708 | -1.6% | -$80.84万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $5,304.41万 | 0.90% | 925,887 | 43,607 | 4.9% | $249.82万 | 加仓 |
| TTAN | SERVICETITAN INC | $5,341.04万 | 0.91% | 841,639 | -22,943 | -2.7% | -$145.60万 | 减仓 |
| RGEN | REPLIGEN CORP | $5,373.57万 | 0.91% | 456,083 | 20,396 | 4.7% | $240.31万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $5,494.52万 | 0.93% | 267,934 | 34,823 | 14.9% | $714.12万 | 加仓 |
| DASH | DOORDASH INC | $5,532.41万 | 0.94% | 368,459 | 39,016 | 11.8% | $585.83万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $5,660.48万 | 0.96% | 225,895 | 225,895 | — | $5,660.48万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $6,046.01万 | 1.03% | 306,127 | 111,008 | 56.9% | $2,192.41万 | 加仓 |
| ARGX | ARGENX SE | $6,069.62万 | 1.03% | 83,117 | -25,392 | -23.4% | -$1,854.25万 | 减仓 |
| CTAS | CINTAS CORP | $6,185.28万 | 1.05% | 365,690 | -304 | -0.1% | -$5.14万 | 减仓 |
| CBRE | CBRE GROUP INC | $6,267.27万 | 1.06% | 462,666 | 60,104 | 14.9% | $814.17万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $6,479.07万 | 1.10% | 341,453 | -23,851 | -6.5% | -$452.57万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $6,522.08万 | 1.11% | 1,439,752 | -69,973 | -4.6% | -$316.98万 | 减仓 |
| ESAB | ESAB CORPORATION | $6,552.47万 | 1.11% | 677,888 | -281,213 | -29.3% | -$2,718.20万 | 减仓 |
| MKSI | MKS INC. | $6,622.32万 | 1.12% | 288,165 | 288,165 | — | $6,622.32万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $6,979.89万 | 1.18% | 709,194 | -156,707 | -18.1% | -$1,542.31万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $7,131.14万 | 1.21% | 832,494 | -21,476 | -2.5% | -$183.96万 | 减仓 |
| VEEV | VEEVA SYS INC | $7,151.89万 | 1.21% | 407,144 | -4,625 | -1.1% | -$81.24万 | 减仓 |
| NRG | NRG ENERGY INC | $7,524.03万 | 1.28% | 514,851 | -8,354 | -1.6% | -$122.09万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $7,577.72万 | 1.29% | 341,231 | 94,365 | 38.2% | $2,095.56万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $8,502.56万 | 1.44% | 530,349 | 530,349 | — | $8,502.56万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $8,640.10万 | 1.47% | 935,987 | -12,128 | -1.3% | -$111.95万 | 减仓 |
| TRGP | TARGA RES CORP | $8,646.98万 | 1.47% | 344,872 | -5,351 | -1.5% | -$134.17万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $8,743.56万 | 1.48% | 205,881 | 40,351 | 24.4% | $1,713.67万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $8,807.46万 | 1.49% | 470,333 | -85,068 | -15.3% | -$1,592.98万 | 减仓 |
| ROST | ROSS STORES INC | $9,020.23万 | 1.53% | 416,389 | -6,979 | -1.6% | -$151.19万 | 减仓 |
| IDXX | IDEXX LABS INC | $9,201.68万 | 1.56% | 163,763 | -3,488 | -2.1% | -$195.99万 | 减仓 |
| INSM | INSMED INC | $9,562.62万 | 1.62% | 584,798 | 94,292 | 19.2% | $1,541.86万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $9,730.78万 | 1.65% | 1,450,839 | -6,672 | -0.5% | -$44.75万 | 减仓 |
| FROG | JFROG LTD | $9,843.98万 | 1.67% | 2,097,587 | -397,606 | -15.9% | -$1,865.96万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $1.01亿 | 1.72% | 1,265,289 | -336,719 | -21.0% | -$2,695.44万 | 减仓 |
| FIX | COMFORT SYS USA INC | $1.02亿 | 1.73% | 73,968 | 22,748 | 44.4% | $3,136.93万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1.09亿 | 1.85% | 384,896 | -78,865 | -17.0% | -$2,237.87万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $1.12亿 | 1.90% | 164,493 | -184 | -0.1% | -$12.53万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1.16亿 | 1.96% | 293,279 | -4,181 | -1.4% | -$164.79万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1.27亿 | 2.16% | 1,370,573 | -104,376 | -7.1% | -$968.19万 | 减仓 |
| COR | CENCORA INC | $1.33亿 | 2.25% | 422,070 | -956 | -0.2% | -$30.03万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.52亿 | 2.58% | 138,840 | -1,439 | -1.0% | -$157.33万 | 减仓 |
| EME | EMCOR GROUP INC | $1.56亿 | 2.65% | 211,862 | -38,779 | -15.5% | -$2,863.09万 | 减仓 |