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 |
|---|---|---|---|---|---|---|---|---|
| MWH | SOLV ENERGY INC | $2,227.71万 | 0.33% | 654,248 | 233 | 0.0% | $7,934 | 加仓 |
| GKOS | GLAUKOS CORP | $2,029.34万 | 0.30% | 145,202 | 145,202 | — | $2,029.34万 | 新建仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $1,986.71万 | 0.29% | 1,483,723 | 405,883 | 37.7% | $543.48万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $1,915.50万 | 0.28% | 264,791 | -48,146 | -15.4% | -$348.29万 | 减仓 |
| FN | FABRINET | $1,883.98万 | 0.28% | 33,518 | 33,518 | — | $1,883.98万 | 新建仓 |
| HLNE | HAMILTON LANE INC | $1,862.09万 | 0.27% | 236,216 | -52,624 | -18.2% | -$414.83万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $1,846.10万 | 0.27% | 240,128 | -16,502 | -6.4% | -$126.87万 | 减仓 |
| KYMR | KYMERA THERAPEUTICS INC | $1,804.07万 | 0.27% | 157,327 | -11,519 | -6.8% | -$132.09万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $1,797.23万 | 0.26% | 1,685,961 | -95,748 | -5.4% | -$102.07万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $1,750.35万 | 0.26% | 71,510 | 71,510 | — | $1,750.35万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $1,732.77万 | 0.25% | 447,745 | 362,745 | 426.8% | $1,403.82万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $1,716.50万 | 0.25% | 64,906 | -3,026 | -4.5% | -$80.03万 | 减仓 |
| MTDR | MATADOR RES CO | $1,706.25万 | 0.25% | 342,759 | -64,917 | -15.9% | -$323.16万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $1,666.20万 | 0.25% | 197,862 | -342,308 | -63.4% | -$2,882.58万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $1,633.31万 | 0.24% | 137,311 | 46,659 | 51.5% | $555.01万 | 加仓 |
| MOD | MODINE MFG CO | $1,629.70万 | 0.24% | 61,033 | 61,033 | — | $1,629.70万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1,621.65万 | 0.24% | 166,357 | 166,357 | — | $1,621.65万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $1,593.52万 | 0.23% | 198,051 | 198,051 | — | $1,593.52万 | 新建仓 |
| WING | WINGSTOP INC | $1,587.43万 | 0.23% | 91,542 | 23,949 | 35.4% | $415.30万 | 加仓 |
| BE | BLOOM ENERGY CORP | $1,574.80万 | 0.23% | 52,025 | -235,274 | -81.9% | -$7,121.74万 | 减仓 |
| NVMI | NOVA LTD | $1,567.47万 | 0.23% | 28,870 | -4,660 | -13.9% | -$253.01万 | 减仓 |
| PJT | PJT PARTNERS INC | $1,567.33万 | 0.23% | 103,838 | -21,696 | -17.3% | -$327.48万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $1,564.31万 | 0.23% | 364,557 | 132,094 | 56.8% | $566.82万 | 加仓 |
| WK | WORKIVA INC | $1,549.57万 | 0.23% | 319,434 | -126,931 | -28.4% | -$615.74万 | 减仓 |
| TDW | TIDEWATER INC NEW | $1,546.46万 | 0.23% | 232,097 | 124,815 | 116.3% | $831.64万 | 加仓 |
| CBLL | CERIBELL INC | $1,518.17万 | 0.22% | 780,552 | 64,084 | 8.9% | $124.64万 | 加仓 |
| PAY | PAYMENTUS HOLDINGS INC | $1,498.46万 | 0.22% | 620,222 | -39,810 | -6.0% | -$96.18万 | 减仓 |
| CGON | CG ONCOLOGY INC | $1,498.33万 | 0.22% | 210,884 | -42,824 | -16.9% | -$304.26万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,495.91万 | 0.22% | 19,602 | -83 | -0.4% | -$6.33万 | 减仓 |
| QTWO | Q2 HLDGS INC | $1,491.82万 | 0.22% | 310,150 | -18,120 | -5.5% | -$87.16万 | 减仓 |
| STEP | STEPSTONE GROUP INC | $1,446.22万 | 0.21% | 349,666 | -41,134 | -10.5% | -$170.13万 | 减仓 |
| NP | NEPTUNE INS HLDGS INC | $1,352.06万 | 0.20% | 429,225 | -469,008 | -52.2% | -$1,477.38万 | 减仓 |
| ABVX | ABIVAX SA | $1,347.15万 | 0.20% | 101,092 | -8,091 | -7.4% | -$107.82万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $1,326.32万 | 0.20% | 261,344 | 216,344 | 480.8% | $1,097.95万 | 加仓 |
| ARXS | ARXIS INC | $1,292.48万 | 0.19% | 280,121 | 280,121 | — | $1,292.48万 | 新建仓 |
| MRX | MAREX GROUP PLC | $1,290.45万 | 0.19% | 211,722 | 211,722 | — | $1,290.45万 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC | $1,282.15万 | 0.19% | 175,673 | 175,673 | — | $1,282.15万 | 新建仓 |
| INTA | INTAPP INC | $1,265.00万 | 0.19% | 501,786 | -41,666 | -7.7% | -$105.04万 | 减仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $1,192.16万 | 0.18% | 305,681 | 305,681 | — | $1,192.16万 | 新建仓 |
| GLBE | GLOBAL E ONLINE LTD | $1,122.48万 | 0.17% | 323,202 | -21,100 | -6.1% | -$73.28万 | 减仓 |
| WHD | CACTUS INC | $1,093.73万 | 0.16% | 213,494 | -14,026 | -6.2% | -$71.86万 | 减仓 |
| HAWK | HAWKEYE 360 INC | $1,039.33万 | 0.15% | 514,010 | 514,010 | — | $1,039.33万 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $974.05万 | 0.14% | 45,028 | 45,028 | — | $974.05万 | 新建仓 |
| FORM | FORMFACTOR INC | $932.73万 | 0.14% | 58,321 | 58,321 | — | $932.73万 | 新建仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $889.80万 | 0.13% | 641,990 | 641,990 | — | $889.80万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $712.93万 | 0.10% | 142,987 | -175,405 | -55.1% | -$874.57万 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $636.34万 | 0.09% | 235,858 | -102,940 | -30.4% | -$277.73万 | 减仓 |
| SI | SHOULDER INNOVATIONS INC | $604.79万 | 0.09% | 298,219 | -24,545 | -7.6% | -$49.78万 | 减仓 |
| SMTC | SEMTECH CORP | $545.32万 | 0.08% | 33,693 | 33,693 | — | $545.32万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $489.73万 | 0.07% | 102,561 | 102,561 | — | $489.73万 | 新建仓 |
| — | SUJA LIFE INC | $392.70万 | 0.06% | 386,515 | 386,515 | — | $392.70万 | 新建仓 |
| EQPT | EQUIPMENTSHARE COM INC | $336.56万 | 0.05% | 171,191 | -419,364 | -71.0% | -$824.47万 | 减仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $298.94万 | 0.04% | 370,892 | -167,760 | -31.1% | -$135.21万 | 减仓 |
| CLH | CLEAN HARBORS INC | $203.03万 | 0.03% | 6,796 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $186.59万 | 0.03% | 33,619 | 33,619 | — | $186.59万 | 新建仓 |
| — | WEBSTER FINL CORP | $118.34万 | 0.02% | 15,485 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $82.20万 | 0.01% | 2,594 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $1.55万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -795,580 | -100.0% | -$3,209.37万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -277,212 | -100.0% | -$2,826.18万 | 清仓 |
| GENI | GENIUS SPORTS LIMITED | $0 | 0.00% | 0 | -5,782,631 | -100.0% | -$2,561.71万 | 清仓 |
| STRL | STERLING INFRASTRUCTURE INC | $0 | 0.00% | 0 | -51,019 | -100.0% | -$2,077.85万 | 清仓 |
| SAFT | SAFETY INS GROUP INC | $0 | 0.00% | 0 | -236,540 | -100.0% | -$1,718.23万 | 清仓 |
| PSN | PARSONS CORP DEL | $0 | 0.00% | 0 | -301,044 | -100.0% | -$1,630.76万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $0 | 0.00% | 0 | -752,105 | -100.0% | -$1,406.44万 | 清仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $0 | 0.00% | 0 | -171,061 | -100.0% | -$1,272.35万 | 清仓 |
| — | NATIONAL STORAGE AFFILIATES | $0 | 0.00% | 0 | -265,142 | -100.0% | -$1,000.65万 | 清仓 |
| VERX | VERTEX INC | $0 | 0.00% | 0 | -682,652 | -100.0% | -$811.67万 | 清仓 |
| CLBT | CELLEBRITE DI LTD | $0 | 0.00% | 0 | -504,182 | -100.0% | -$694.76万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -6,000 | -100.0% | -$188.29万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -292 | -100.0% | -$6,906 | 清仓 |
| AMPL | AMPLITUDE INC | $0 | 0.00% | 0 | -287 | -100.0% | -$1,957 | 清仓 |