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 |
|---|---|---|---|---|---|---|---|---|
| NP | NEPTUNE INS HLDGS INC | $2,172.83万 | 0.37% | 898,233 | 477,799 | 113.6% | $1,155.80万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $2,089.29万 | 0.35% | 359,293 | -173,447 | -32.6% | -$1,008.59万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $2,077.85万 | 0.35% | 51,019 | 11,679 | 29.7% | $475.65万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $2,070.04万 | 0.35% | 275,674 | 275,674 | — | $2,070.04万 | 新建仓 |
| MYRG | MYR GROUP INC | $2,000.69万 | 0.34% | 70,866 | -3,435 | -4.6% | -$96.98万 | 减仓 |
| MWH | SOLV ENERGY INC | $1,964.01万 | 0.33% | 654,015 | 654,015 | — | $1,964.01万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $1,962.92万 | 0.33% | 242,545 | -65,241 | -21.2% | -$528.00万 | 减仓 |
| WRBY | WARBY PARKER INC | $1,956.72万 | 0.33% | 928,678 | -424,876 | -31.4% | -$895.21万 | 减仓 |
| AXGN | AXOGEN INC | $1,906.18万 | 0.32% | 575,364 | 238,517 | 70.8% | $790.21万 | 加仓 |
| STEP | STEPSTONE GROUP INC | $1,864.90万 | 0.32% | 390,800 | 37,103 | 10.5% | $177.06万 | 加仓 |
| VCEL | VERICEL CORP | $1,860.50万 | 0.32% | 578,333 | -52,923 | -8.4% | -$170.25万 | 减仓 |
| PJT | PJT PARTNERS INC | $1,753.96万 | 0.30% | 125,534 | -16,962 | -11.9% | -$236.99万 | 减仓 |
| SAFT | SAFETY INS GROUP INC | $1,718.23万 | 0.29% | 236,540 | -35,390 | -13.0% | -$257.07万 | 减仓 |
| CGON | CG ONCOLOGY INC | $1,717.10万 | 0.29% | 253,708 | -172,311 | -40.4% | -$1,166.20万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $1,709.10万 | 0.29% | 67,932 | -31,406 | -31.6% | -$790.14万 | 减仓 |
| PAY | PAYMENTUS HOLDINGS INC | $1,676.48万 | 0.28% | 660,032 | -76,795 | -10.4% | -$195.06万 | 减仓 |
| PSN | PARSONS CORP DEL | $1,630.76万 | 0.28% | 301,044 | -52,386 | -14.8% | -$283.77万 | 减仓 |
| LGN | LEGENCE CORP | $1,568.85万 | 0.27% | 277,869 | -159,611 | -36.5% | -$901.16万 | 减仓 |
| QTWO | Q2 HLDGS INC | $1,552.72万 | 0.26% | 328,270 | -39,740 | -10.8% | -$187.97万 | 减仓 |
| NVMI | NOVA LTD | $1,456.14万 | 0.25% | 33,530 | -1,070 | -3.1% | -$46.47万 | 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 |
| KYMR | KYMERA THERAPEUTICS INC | $1,406.32万 | 0.24% | 168,846 | -21,054 | -11.1% | -$175.36万 | 减仓 |
| INTA | INTAPP INC | $1,396.13万 | 0.24% | 543,452 | -58,784 | -9.8% | -$151.02万 | 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 |
| CBLL | CERIBELL INC | $1,313.29万 | 0.22% | 716,468 | -71,458 | -9.1% | -$130.98万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $1,272.35万 | 0.22% | 171,061 | 171,061 | — | $1,272.35万 | 新建仓 |
| ABVX | ABIVAX SA | $1,215.75万 | 0.21% | 109,183 | -20,201 | -15.6% | -$224.94万 | 减仓 |
| EQPT | EQUIPMENTSHARE COM INC | $1,202.96万 | 0.20% | 590,555 | 590,555 | — | $1,202.96万 | 新建仓 |
| WHD | CACTUS INC | $1,077.76万 | 0.18% | 227,520 | -22,829 | -9.1% | -$108.14万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $1,069.87万 | 0.18% | 90,652 | 30,830 | 51.5% | $363.86万 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD | $1,062.17万 | 0.18% | 344,302 | -176,816 | -33.9% | -$545.48万 | 减仓 |
| WING | WINGSTOP INC | $1,047.49万 | 0.18% | 67,593 | -16,711 | -19.8% | -$258.97万 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES | $1,000.65万 | 0.17% | 265,142 | -424,550 | -61.6% | -$1,602.25万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $935.20万 | 0.16% | 232,463 | -19,999 | -7.9% | -$80.46万 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $917.80万 | 0.16% | 338,798 | -41,302 | -10.9% | -$111.89万 | 减仓 |
| TDW | TIDEWATER INC NEW | $896.34万 | 0.15% | 107,282 | 107,282 | — | $896.34万 | 新建仓 |
| VERX | VERTEX INC | $811.67万 | 0.14% | 682,652 | -83,570 | -10.9% | -$99.36万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $768.52万 | 0.13% | 19,685 | -1,592 | -7.5% | -$62.15万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $694.76万 | 0.12% | 504,182 | -211,810 | -29.6% | -$291.87万 | 减仓 |
| SI | SHOULDER INNOVATIONS INC | $468.98万 | 0.08% | 322,764 | 32,914 | 11.4% | $47.82万 | 加仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $444.39万 | 0.08% | 538,652 | -10,670 | -1.9% | -$8.80万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $392.19万 | 0.07% | 34,148 | 34,148 | — | $392.19万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $327.17万 | 0.06% | 85,000 | 85,000 | — | $327.17万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $194.86万 | 0.03% | 6,796 | 26 | 0.4% | $7,455 | 加仓 |
| IWO | ISHARES TR | $188.29万 | 0.03% | 6,000 | -45,100 | -88.3% | -$1,415.28万 | 重新持有 |
| ELVN | ENLIVEN THERAPEUTICS INC | $176.40万 | 0.03% | 45,000 | 45,000 | — | $176.40万 | 新建仓 |
| — | WEBSTER FINL CORP | $107.50万 | 0.02% | 15,485 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $77.10万 | 0.01% | 2,594 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $1.23万 | 0.00% | 45 | 5 | 12.5% | $1,368 | 加仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $6,906 | 0.00% | 292 | -1,293,515 | -100.0% | -$3,059.25万 | 减仓 |
| AMPL | AMPLITUDE INC | $1,957 | 0.00% | 287 | -2,513,096 | -100.0% | -$1,713.63万 | 减仓 |
| — | 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 |