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 |
|---|---|---|---|---|---|---|---|---|
| EME | EMCOR GROUP INC | $1.56亿 | 2.65% | 211,862 | -38,779 | -15.5% | -$2,863.09万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.52亿 | 2.58% | 138,840 | -1,439 | -1.0% | -$157.33万 | 减仓 |
| COR | CENCORA INC | $1.33亿 | 2.25% | 422,070 | -956 | -0.2% | -$30.03万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1.27亿 | 2.16% | 1,370,573 | -104,376 | -7.1% | -$968.19万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1.16亿 | 1.96% | 293,279 | -4,181 | -1.4% | -$164.79万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $1.12亿 | 1.90% | 164,493 | -184 | -0.1% | -$12.53万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1.09亿 | 1.85% | 384,896 | -78,865 | -17.0% | -$2,237.87万 | 减仓 |
| FIX | COMFORT SYS USA INC | $1.02亿 | 1.73% | 73,968 | 22,748 | 44.4% | $3,136.93万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $1.01亿 | 1.72% | 1,265,289 | -336,719 | -21.0% | -$2,695.44万 | 减仓 |
| FROG | JFROG LTD | $9,843.98万 | 1.67% | 2,097,587 | -397,606 | -15.9% | -$1,865.96万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $9,730.78万 | 1.65% | 1,450,839 | -6,672 | -0.5% | -$44.75万 | 减仓 |
| INSM | INSMED INC | $9,562.62万 | 1.62% | 584,798 | 94,292 | 19.2% | $1,541.86万 | 加仓 |
| IDXX | IDEXX LABS INC | $9,201.68万 | 1.56% | 163,763 | -3,488 | -2.1% | -$195.99万 | 减仓 |
| ROST | ROSS STORES INC | $9,020.23万 | 1.53% | 416,389 | -6,979 | -1.6% | -$151.19万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $8,807.46万 | 1.49% | 470,333 | -85,068 | -15.3% | -$1,592.98万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $8,743.56万 | 1.48% | 205,881 | 40,351 | 24.4% | $1,713.67万 | 加仓 |
| TRGP | TARGA RES CORP | $8,646.98万 | 1.47% | 344,872 | -5,351 | -1.5% | -$134.17万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $8,640.10万 | 1.47% | 935,987 | -12,128 | -1.3% | -$111.95万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $8,502.56万 | 1.44% | 530,349 | 530,349 | — | $8,502.56万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $7,577.72万 | 1.29% | 341,231 | 94,365 | 38.2% | $2,095.56万 | 加仓 |
| NRG | NRG ENERGY INC | $7,524.03万 | 1.28% | 514,851 | -8,354 | -1.6% | -$122.09万 | 减仓 |
| VEEV | VEEVA SYS INC | $7,151.89万 | 1.21% | 407,144 | -4,625 | -1.1% | -$81.24万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $7,131.14万 | 1.21% | 832,494 | -21,476 | -2.5% | -$183.96万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $6,979.89万 | 1.18% | 709,194 | -156,707 | -18.1% | -$1,542.31万 | 减仓 |
| MKSI | MKS INC. | $6,622.32万 | 1.12% | 288,165 | 288,165 | — | $6,622.32万 | 新建仓 |
| ESAB | ESAB CORPORATION | $6,552.47万 | 1.11% | 677,888 | -281,213 | -29.3% | -$2,718.20万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $6,522.08万 | 1.11% | 1,439,752 | -69,973 | -4.6% | -$316.98万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $6,479.07万 | 1.10% | 341,453 | -23,851 | -6.5% | -$452.57万 | 减仓 |
| CBRE | CBRE GROUP INC | $6,267.27万 | 1.06% | 462,666 | 60,104 | 14.9% | $814.17万 | 加仓 |
| CTAS | CINTAS CORP | $6,185.28万 | 1.05% | 365,690 | -304 | -0.1% | -$5.14万 | 减仓 |
| ARGX | ARGENX SE | $6,069.62万 | 1.03% | 83,117 | -25,392 | -23.4% | -$1,854.25万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $6,046.01万 | 1.03% | 306,127 | 111,008 | 56.9% | $2,192.41万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $5,660.48万 | 0.96% | 225,895 | 225,895 | — | $5,660.48万 | 新建仓 |
| DASH | DOORDASH INC | $5,532.41万 | 0.94% | 368,459 | 39,016 | 11.8% | $585.83万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $5,494.52万 | 0.93% | 267,934 | 34,823 | 14.9% | $714.12万 | 加仓 |
| RGEN | REPLIGEN CORP | $5,373.57万 | 0.91% | 456,083 | 20,396 | 4.7% | $240.31万 | 加仓 |
| TTAN | SERVICETITAN INC | $5,341.04万 | 0.91% | 841,639 | -22,943 | -2.7% | -$145.60万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $5,304.41万 | 0.90% | 925,887 | 43,607 | 4.9% | $249.82万 | 加仓 |
| EVR | EVERCORE INC | $4,954.25万 | 0.84% | 165,966 | -2,708 | -1.6% | -$80.84万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $4,845.40万 | 0.82% | 1,161,409 | 36,286 | 3.2% | $151.39万 | 加仓 |
| TPG | TPG INC | $4,823.21万 | 0.82% | 1,190,621 | -493,449 | -29.3% | -$1,998.96万 | 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 |
| DT | DYNATRACE INC | $4,622.29万 | 0.78% | 1,249,943 | -21,351 | -1.7% | -$78.96万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $4,556.00万 | 0.77% | 574,238 | -23,572 | -3.9% | -$187.02万 | 减仓 |
| AME | AMETEK INC | $4,535.41万 | 0.77% | 211,579 | -25,071 | -10.6% | -$537.42万 | 减仓 |
| TRMB | TRIMBLE INC | $4,525.25万 | 0.77% | 693,737 | 3,457 | 0.5% | $22.55万 | 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 |
| CASY | CASEYS GEN STORES INC | $4,347.00万 | 0.74% | 59,723 | 1,192 | 2.0% | $86.76万 | 加仓 |
| FICO | FAIR ISAAC CORP | $4,339.34万 | 0.74% | 40,648 | 8,408 | 26.1% | $897.59万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $4,314.97万 | 0.73% | 73,299 | -17,795 | -19.5% | -$1,047.56万 | 减仓 |
| CCJ | CAMECO CORP | $4,239.23万 | 0.72% | 390,317 | 390,317 | — | $4,239.23万 | 新建仓 |
| RBC | RBC BEARINGS INC | $4,069.82万 | 0.69% | 74,934 | -15,645 | -17.3% | -$849.71万 | 减仓 |
| IOT | SAMSARA INC | $4,059.40万 | 0.69% | 1,280,972 | -39,056 | -3.0% | -$123.77万 | 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 |
| ITT | ITT INC | $3,957.77万 | 0.67% | 207,724 | -18,976 | -8.4% | -$361.55万 | 减仓 |
| BE | BLOOM ENERGY CORP | $3,892.61万 | 0.66% | 287,299 | -49,501 | -14.7% | -$670.69万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $3,767.82万 | 0.64% | 110,048 | -1,654 | -1.5% | -$56.63万 | 减仓 |
| — | 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 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3,689.22万 | 0.63% | 241,900 | 241,900 | — | $3,689.22万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $3,665.91万 | 0.62% | 378,984 | 32,696 | 9.4% | $316.27万 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $3,635.99万 | 0.62% | 1,919,741 | -83,425 | -4.2% | -$158.01万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,560.29万 | 0.60% | 359,444 | -13,193 | -3.5% | -$130.68万 | 减仓 |
| APH | AMPHENOL CORP | $3,541.20万 | 0.60% | 280,269 | -44,746 | -13.8% | -$565.37万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $3,477.86万 | 0.59% | 376,473 | -19,354 | -4.9% | -$178.79万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $3,448.25万 | 0.59% | 526,611 | -204,603 | -28.0% | -$1,339.74万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $3,408.77万 | 0.58% | 266,581 | 1,595 | 0.6% | $20.40万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3,281.85万 | 0.56% | 349,616 | 85,435 | 32.3% | $801.98万 | 加仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $3,268.84万 | 0.55% | 892,394 | -34,630 | -3.7% | -$126.85万 | 减仓 |
| BSY | BENTLEY SYS INC | $3,259.06万 | 0.55% | 927,979 | -23,076 | -2.4% | -$81.04万 | 减仓 |
| CSGP | COSTAR GROUP INC | $3,209.37万 | 0.54% | 795,580 | -13,741 | -1.7% | -$55.43万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $3,165.43万 | 0.54% | 119,306 | -1,410 | -1.2% | -$37.41万 | 减仓 |
| VVV | VALVOLINE INC | $3,147.40万 | 0.53% | 934,500 | 21,051 | 2.3% | $70.90万 | 加仓 |
| SITM | SITIME CORP | $3,145.86万 | 0.53% | 91,092 | -12,331 | -11.9% | -$425.85万 | 减仓 |
| ESTC | ELASTIC N V | $3,142.77万 | 0.53% | 628,679 | -10,983 | -1.7% | -$54.90万 | 减仓 |
| SNOW | SNOWFLAKE INC | $3,108.40万 | 0.53% | 206,100 | -3,553 | -1.7% | -$53.59万 | 减仓 |
| ADUS | ADDUS HOMECARE CORP | $3,049.70万 | 0.52% | 325,649 | -29,688 | -8.4% | -$278.03万 | 减仓 |
| NICE | NICE LTD | $3,002.37万 | 0.51% | 272,299 | -10,333 | -3.7% | -$113.93万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $2,902.02万 | 0.49% | 112,342 | 14,942 | 15.3% | $385.98万 | 加仓 |
| HLNE | HAMILTON LANE INC | $2,871.07万 | 0.49% | 288,840 | -39,446 | -12.0% | -$392.09万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $2,826.18万 | 0.48% | 277,212 | -121,869 | -30.5% | -$1,242.45万 | 减仓 |
| NTSK | NETSKOPE INC | $2,797.44万 | 0.47% | 3,294,987 | 159,136 | 5.1% | $135.11万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $2,725.96万 | 0.46% | 388,590 | 56,144 | 16.9% | $393.85万 | 加仓 |
| RMBS | RAMBUS INC DEL | $2,687.23万 | 0.46% | 312,360 | 312,360 | — | $2,687.23万 | 新建仓 |
| WK | WORKIVA INC | $2,661.67万 | 0.45% | 446,365 | -56,038 | -11.2% | -$334.15万 | 减仓 |
| BRO | BROWN & BROWN INC | $2,621.09万 | 0.44% | 401,946 | -7,756 | -1.9% | -$50.58万 | 减仓 |
| MTDR | MATADOR RES CO | $2,575.70万 | 0.44% | 407,676 | 24,669 | 6.4% | $155.86万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $2,567.17万 | 0.44% | 158,038 | -2,258 | -1.4% | -$36.68万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $2,561.71万 | 0.43% | 5,782,631 | 351,486 | 6.5% | $155.71万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2,518.12万 | 0.43% | 363,365 | -144,236 | -28.4% | -$999.56万 | 减仓 |
| CHEF | CHEFS WHSE INC | $2,504.38万 | 0.42% | 421,258 | -127,595 | -23.2% | -$758.55万 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $2,407.11万 | 0.41% | 751,988 | -70,312 | -8.6% | -$225.07万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $2,405.85万 | 0.41% | 1,294,165 | 326,904 | 33.8% | $607.71万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $2,405.31万 | 0.41% | 1,781,709 | 117,389 | 7.1% | $158.48万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $2,399.74万 | 0.41% | 215,959 | -49,414 | -18.6% | -$549.09万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $2,395.53万 | 0.41% | 312,937 | 219,044 | 233.3% | $1,676.78万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $2,362.02万 | 0.40% | 256,630 | 10,395 | 4.2% | $95.68万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $2,318.53万 | 0.39% | 456,404 | -8,821 | -1.9% | -$44.81万 | 减仓 |
| EE | EXCELERATE ENERGY INC | $2,245.63万 | 0.38% | 671,942 | -277,781 | -29.2% | -$928.34万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $2,244.98万 | 0.38% | 318,392 | 31,861 | 11.1% | $224.65万 | 加仓 |
| EMBJ | EMBRAER S.A. | $2,185.80万 | 0.37% | 368,352 | 6,221 | 1.7% | $36.92万 | 加仓 |