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 |
|---|---|---|---|---|---|---|---|---|
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -241,397 | -100.0% | -$1.08亿 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -218,039 | -100.0% | -$8,749.91万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -2,025,180 | -100.0% | -$5,243.19万 | 清仓 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -2,668,307 | -100.0% | -$4,904.35万 | 清仓 |
| BRZE | BRAZE INC | $0 | 0.00% | 0 | -937,020 | -100.0% | -$3,213.04万 | 清仓 |
| PR | PERMIAN RESOURCES CORP | $0 | 0.00% | 0 | -2,241,995 | -100.0% | -$3,145.52万 | 清仓 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | -182,047 | -100.0% | -$2,776.22万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -115,223 | -100.0% | -$2,500.11万 | 清仓 |
| BOOT | BOOT BARN HLDGS INC | $0 | 0.00% | 0 | -108,849 | -100.0% | -$1,920.86万 | 清仓 |
| IRON | DISC MEDICINE INC | $0 | 0.00% | 0 | -187,777 | -100.0% | -$1,491.14万 | 清仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $0 | 0.00% | 0 | -604,300 | -100.0% | -$1,461.20万 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -142,486 | -100.0% | -$1,444.81万 | 清仓 |
| SAIA | SAIA INC | $0 | 0.00% | 0 | -2,510 | -100.0% | -$81.96万 | 清仓 |
| AMPL | AMPLITUDE INC | $1,957 | 0.00% | 287 | -2,513,096 | -100.0% | -$1,713.63万 | 减仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $6,906 | 0.00% | 292 | -1,293,515 | -100.0% | -$3,059.25万 | 减仓 |
| WCC | WESCO INTL INC | $1.23万 | 0.00% | 45 | 5 | 12.5% | $1,368 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $77.10万 | 0.01% | 2,594 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $107.50万 | 0.02% | 15,485 | 0 | 0.0% | — | 不变 |
| ELVN | ENLIVEN THERAPEUTICS INC | $176.40万 | 0.03% | 45,000 | 45,000 | — | $176.40万 | 新建仓 |
| IWO | ISHARES TR | $188.29万 | 0.03% | 6,000 | -45,100 | -88.3% | -$1,415.28万 | 重新持有 |
| CLH | CLEAN HARBORS INC | $194.86万 | 0.03% | 6,796 | 26 | 0.4% | $7,455 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $327.17万 | 0.06% | 85,000 | 85,000 | — | $327.17万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $392.19万 | 0.07% | 34,148 | 34,148 | — | $392.19万 | 新建仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $444.39万 | 0.08% | 538,652 | -10,670 | -1.9% | -$8.80万 | 减仓 |
| SI | SHOULDER INNOVATIONS INC | $468.98万 | 0.08% | 322,764 | 32,914 | 11.4% | $47.82万 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $694.76万 | 0.12% | 504,182 | -211,810 | -29.6% | -$291.87万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $768.52万 | 0.13% | 19,685 | -1,592 | -7.5% | -$62.15万 | 减仓 |
| VERX | VERTEX INC | $811.67万 | 0.14% | 682,652 | -83,570 | -10.9% | -$99.36万 | 减仓 |
| TDW | TIDEWATER INC NEW | $896.34万 | 0.15% | 107,282 | 107,282 | — | $896.34万 | 新建仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $917.80万 | 0.16% | 338,798 | -41,302 | -10.9% | -$111.89万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $935.20万 | 0.16% | 232,463 | -19,999 | -7.9% | -$80.46万 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES | $1,000.65万 | 0.17% | 265,142 | -424,550 | -61.6% | -$1,602.25万 | 减仓 |
| WING | WINGSTOP INC | $1,047.49万 | 0.18% | 67,593 | -16,711 | -19.8% | -$258.97万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $1,062.17万 | 0.18% | 344,302 | -176,816 | -33.9% | -$545.48万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $1,069.87万 | 0.18% | 90,652 | 30,830 | 51.5% | $363.86万 | 加仓 |
| WHD | CACTUS INC | $1,077.76万 | 0.18% | 227,520 | -22,829 | -9.1% | -$108.14万 | 减仓 |
| EQPT | EQUIPMENTSHARE COM INC | $1,202.96万 | 0.20% | 590,555 | 590,555 | — | $1,202.96万 | 新建仓 |
| ABVX | ABIVAX SA | $1,215.75万 | 0.21% | 109,183 | -20,201 | -15.6% | -$224.94万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $1,272.35万 | 0.22% | 171,061 | 171,061 | — | $1,272.35万 | 新建仓 |
| CBLL | CERIBELL INC | $1,313.29万 | 0.22% | 716,468 | -71,458 | -9.1% | -$130.98万 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $1,321.43万 | 0.22% | 1,077,840 | 1,077,840 | — | $1,321.43万 | 新建仓 |
| INTA | INTAPP INC | $1,396.13万 | 0.24% | 543,452 | -58,784 | -9.8% | -$151.02万 | 减仓 |
| KYMR | KYMERA THERAPEUTICS INC | $1,406.32万 | 0.24% | 168,846 | -21,054 | -11.1% | -$175.36万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1,406.44万 | 0.24% | 752,105 | -1,316,692 | -63.6% | -$2,462.21万 | 减仓 |
| NVMI | NOVA LTD | $1,456.14万 | 0.25% | 33,530 | -1,070 | -3.1% | -$46.47万 | 减仓 |
| QTWO | Q2 HLDGS INC | $1,552.72万 | 0.26% | 328,270 | -39,740 | -10.8% | -$187.97万 | 减仓 |
| LGN | LEGENCE CORP | $1,568.85万 | 0.27% | 277,869 | -159,611 | -36.5% | -$901.16万 | 减仓 |
| PSN | PARSONS CORP DEL | $1,630.76万 | 0.28% | 301,044 | -52,386 | -14.8% | -$283.77万 | 减仓 |
| PAY | PAYMENTUS HOLDINGS INC | $1,676.48万 | 0.28% | 660,032 | -76,795 | -10.4% | -$195.06万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $1,709.10万 | 0.29% | 67,932 | -31,406 | -31.6% | -$790.14万 | 减仓 |
| CGON | CG ONCOLOGY INC | $1,717.10万 | 0.29% | 253,708 | -172,311 | -40.4% | -$1,166.20万 | 减仓 |
| SAFT | SAFETY INS GROUP INC | $1,718.23万 | 0.29% | 236,540 | -35,390 | -13.0% | -$257.07万 | 减仓 |
| PJT | PJT PARTNERS INC | $1,753.96万 | 0.30% | 125,534 | -16,962 | -11.9% | -$236.99万 | 减仓 |
| VCEL | VERICEL CORP | $1,860.50万 | 0.32% | 578,333 | -52,923 | -8.4% | -$170.25万 | 减仓 |
| STEP | STEPSTONE GROUP INC | $1,864.90万 | 0.32% | 390,800 | 37,103 | 10.5% | $177.06万 | 加仓 |
| AXGN | AXOGEN INC | $1,906.18万 | 0.32% | 575,364 | 238,517 | 70.8% | $790.21万 | 加仓 |
| WRBY | WARBY PARKER INC | $1,956.72万 | 0.33% | 928,678 | -424,876 | -31.4% | -$895.21万 | 减仓 |
| HXL | HEXCEL CORP NEW | $1,962.92万 | 0.33% | 242,545 | -65,241 | -21.2% | -$528.00万 | 减仓 |
| MWH | SOLV ENERGY INC | $1,964.01万 | 0.33% | 654,015 | 654,015 | — | $1,964.01万 | 新建仓 |
| MYRG | MYR GROUP INC | $2,000.69万 | 0.34% | 70,866 | -3,435 | -4.6% | -$96.98万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $2,070.04万 | 0.35% | 275,674 | 275,674 | — | $2,070.04万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $2,077.85万 | 0.35% | 51,019 | 11,679 | 29.7% | $475.65万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $2,089.29万 | 0.35% | 359,293 | -173,447 | -32.6% | -$1,008.59万 | 减仓 |
| NP | NEPTUNE INS HLDGS INC | $2,172.83万 | 0.37% | 898,233 | 477,799 | 113.6% | $1,155.80万 | 加仓 |
| EMBJ | EMBRAER S.A. | $2,185.80万 | 0.37% | 368,352 | 6,221 | 1.7% | $36.92万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $2,244.98万 | 0.38% | 318,392 | 31,861 | 11.1% | $224.65万 | 加仓 |
| EE | EXCELERATE ENERGY INC | $2,245.63万 | 0.38% | 671,942 | -277,781 | -29.2% | -$928.34万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $2,318.53万 | 0.39% | 456,404 | -8,821 | -1.9% | -$44.81万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $2,362.02万 | 0.40% | 256,630 | 10,395 | 4.2% | $95.68万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $2,395.53万 | 0.41% | 312,937 | 219,044 | 233.3% | $1,676.78万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $2,399.74万 | 0.41% | 215,959 | -49,414 | -18.6% | -$549.09万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $2,405.31万 | 0.41% | 1,781,709 | 117,389 | 7.1% | $158.48万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $2,405.85万 | 0.41% | 1,294,165 | 326,904 | 33.8% | $607.71万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $2,407.11万 | 0.41% | 751,988 | -70,312 | -8.6% | -$225.07万 | 减仓 |
| CHEF | CHEFS WHSE INC | $2,504.38万 | 0.42% | 421,258 | -127,595 | -23.2% | -$758.55万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $2,518.12万 | 0.43% | 363,365 | -144,236 | -28.4% | -$999.56万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $2,561.71万 | 0.43% | 5,782,631 | 351,486 | 6.5% | $155.71万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $2,567.17万 | 0.44% | 158,038 | -2,258 | -1.4% | -$36.68万 | 减仓 |
| MTDR | MATADOR RES CO | $2,575.70万 | 0.44% | 407,676 | 24,669 | 6.4% | $155.86万 | 加仓 |
| BRO | BROWN & BROWN INC | $2,621.09万 | 0.44% | 401,946 | -7,756 | -1.9% | -$50.58万 | 减仓 |
| WK | WORKIVA INC | $2,661.67万 | 0.45% | 446,365 | -56,038 | -11.2% | -$334.15万 | 减仓 |
| RMBS | RAMBUS INC DEL | $2,687.23万 | 0.46% | 312,360 | 312,360 | — | $2,687.23万 | 新建仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $2,725.96万 | 0.46% | 388,590 | 56,144 | 16.9% | $393.85万 | 加仓 |
| NTSK | NETSKOPE INC | $2,797.44万 | 0.47% | 3,294,987 | 159,136 | 5.1% | $135.11万 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $2,826.18万 | 0.48% | 277,212 | -121,869 | -30.5% | -$1,242.45万 | 减仓 |
| HLNE | HAMILTON LANE INC | $2,871.07万 | 0.49% | 288,840 | -39,446 | -12.0% | -$392.09万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $2,902.02万 | 0.49% | 112,342 | 14,942 | 15.3% | $385.98万 | 加仓 |
| NICE | NICE LTD | $3,002.37万 | 0.51% | 272,299 | -10,333 | -3.7% | -$113.93万 | 减仓 |
| ADUS | ADDUS HOMECARE CORP | $3,049.70万 | 0.52% | 325,649 | -29,688 | -8.4% | -$278.03万 | 减仓 |
| SNOW | SNOWFLAKE INC | $3,108.40万 | 0.53% | 206,100 | -3,553 | -1.7% | -$53.59万 | 减仓 |
| ESTC | ELASTIC N V | $3,142.77万 | 0.53% | 628,679 | -10,983 | -1.7% | -$54.90万 | 减仓 |
| SITM | SITIME CORP | $3,145.86万 | 0.53% | 91,092 | -12,331 | -11.9% | -$425.85万 | 减仓 |
| VVV | VALVOLINE INC | $3,147.40万 | 0.53% | 934,500 | 21,051 | 2.3% | $70.90万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $3,165.43万 | 0.54% | 119,306 | -1,410 | -1.2% | -$37.41万 | 减仓 |
| CSGP | COSTAR GROUP INC | $3,209.37万 | 0.54% | 795,580 | -13,741 | -1.7% | -$55.43万 | 减仓 |
| BSY | BENTLEY SYS INC | $3,259.06万 | 0.55% | 927,979 | -23,076 | -2.4% | -$81.04万 | 减仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $3,268.84万 | 0.55% | 892,394 | -34,630 | -3.7% | -$126.85万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3,281.85万 | 0.56% | 349,616 | 85,435 | 32.3% | $801.98万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $3,408.77万 | 0.58% | 266,581 | 1,595 | 0.6% | $20.40万 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $3,448.25万 | 0.59% | 526,611 | -204,603 | -28.0% | -$1,339.74万 | 减仓 |