Timessquare Capital Management, LLC Top Holdings and 13F Report (2024) → Crypto Pioneer Says: “The last crypto bull market has begun.” (From InvestorPlace) (Ad) About Timessquare Capital Management, LLCInvestment ActivityTimessquare Capital Management, LLC has $6.88 million in total holdings as of March 31, 2024.Timessquare Capital Management, LLC owns shares of 162 different stocks, but just 84 companies or ETFs make up 80% of its holdings.Approximately 7.65% of the portfolio was purchased this quarter.About 15.36% of the portfolio was sold this quarter.This quarter, Timessquare Capital Management, LLC has purchased 158 new stocks and bought additional shares in 39 stocks.Timessquare Capital Management, LLC sold shares of 103 stocks and completely divested from 14 stocks this quarter.Largest Holdings CyberArk Software $146,581Cintas $137,922CrowdStrike $129,659Cencora $120,623O'Reilly Automotive $115,692 Largest New Holdings this Quarter CubeSmart $48,716 HoldingGlobal Payments $47,094 HoldingPermian Resources $40,665 HoldingCredo Technology Group $22,535 HoldingMediaAlpha $22,181 Holding Largest Purchases this Quarter CubeSmart 1,077,305 shares (about $48.72K)Global Payments 352,345 shares (about $47.09K)Permian Resources 2,302,665 shares (about $40.67K)Regal Rexnord 182,770 shares (about $32.92K)Charles River Laboratories International 103,168 shares (about $27.95K) Largest Sales this Quarter Interactive Brokers Group 384,991 shares (about $43.01K)Encompass Health 495,994 shares (about $40.96K)EMCOR Group 104,618 shares (about $36.64K)Hexcel 501,091 shares (about $36.50K)Synopsys 57,970 shares (about $33.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTimessquare Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCYBRCyberArk Software$146,581$187 ▼-0.1%551,8252.1%Computer and TechnologyCTASCintas$137,922$8,687 ▼-5.9%200,7512.0%Industrial ProductsCRWDCrowdStrike$129,659$8,731 ▼-6.3%404,4381.9%Computer and TechnologyCORCencora$120,623$8,339 ▼-6.5%496,4121.8%MedicalORLYO'Reilly Automotive$115,692$20,975 ▼-15.3%102,4841.7%Retail/WholesaleEMEEMCOR Group$112,577$36,637 ▼-24.6%321,4651.6%ConstructionVEEVVeeva Systems$110,451$4,561 ▼-4.0%476,7191.6%Computer and TechnologyITGartner$109,847$6,180 ▼-5.3%230,4471.6%Business ServicesCHEChemed$108,376$9,874 ▼-8.4%168,8281.6%MedicalBJBJ's Wholesale Club$104,214$20,621 ▼-16.5%1,377,5871.5%Consumer DiscretionaryWCNWaste Connections$104,126$19,846 ▼-16.0%605,3491.5%Business ServicesRNRRenaissanceRe$101,368$10,229 ▼-9.2%431,2971.5%FinanceDXCMDexCom$99,126$7,477 ▼-7.0%714,6801.4%MedicalVRSKVerisk Analytics$94,308$11,680 ▲14.1%400,0681.4%Business ServicesAPHAmphenol$92,546$4,270 ▼-4.4%802,3041.3%Computer and TechnologyROSTRoss Stores$92,148$572 ▼-0.6%627,8801.3%Retail/WholesaleNICENICE$90,465$7,976 ▼-8.1%347,1151.3%Computer and TechnologyHUBSHubSpot$88,417$5,821 ▼-6.2%141,1151.3%Computer and TechnologyASNDAscendis Pharma A/S$87,028$32,841 ▼-27.4%575,6981.3%MedicalCHENIERE ENERGY INC$86,541$5,494 ▼-6.0%536,5871.3%COM NEWRRXRegal Rexnord$84,012$32,917 ▲64.4%466,4751.2%Industrial ProductsTPGTPG$83,447$7,272 ▼-8.0%1,866,8171.2%FinanceIDXXIDEXX Laboratories$81,108$4,427 ▼-5.2%150,2191.2%MedicalTERTeradyne$78,762$6,701 ▼-7.8%698,0601.1%Computer and TechnologySMARSmartsheet$76,102$3,241 ▼-4.1%1,976,6641.1%Computer and TechnologyCSLCarlisle Companies$73,530$6,971 ▼-8.7%187,6481.1%Multi-Sector ConglomeratesHXLHexcel$72,993$36,504 ▼-33.3%1,001,9641.1%AerospaceSWAVShockwave Medical$72,173$2,945 ▼-3.9%221,6421.0%MedicalMCHPMicrochip Technology$71,472$4,811 ▼-6.3%796,6991.0%Computer and TechnologyBSYBentley Systems$68,726$49 ▼-0.1%1,316,0841.0%Computer and TechnologyMPWRMonolithic Power Systems$68,354$4,484 ▼-6.2%100,9041.0%Computer and TechnologyMLMMartin Marietta Materials$67,812$6,235 ▼-8.4%110,4541.0%ConstructionCSGPCoStar Group$67,568$3,978 ▼-5.6%699,4611.0%Computer and TechnologyBCBrunswick$66,726$5,385 ▼-7.5%691,3181.0%Consumer DiscretionaryAMEAMETEK$66,318$4,267 ▼-6.0%362,5921.0%Computer and TechnologyIACIAC$65,847$3,476 ▼-5.0%1,234,4841.0%Multi-Sector ConglomeratesLEGNLegend Biotech$64,980$5,195 ▲8.7%1,158,5000.9%MedicalFROGJFrog$64,478$1,699 ▼-2.6%1,458,1230.9%Computer and TechnologyICLRICON Public$63,492$4,814 ▼-7.0%188,9920.9%MedicalPINSPinterest$62,832$3,963 ▼-5.9%1,812,3000.9%Computer and TechnologyWEXWEX$62,340$6,194 ▼-9.0%262,4520.9%Business ServicesHCPHashiCorp$61,464$11,240 ▼-15.5%2,280,6810.9%Computer and TechnologyEFXEquifax$59,673$11,136 ▲22.9%223,0600.9%Business ServicesCWSTCasella Waste Systems$59,439$14,639 ▼-19.8%601,1880.9%Industrial ProductsROKRockwell Automation$59,382$2,810 ▲5.0%203,8300.9%Industrial ProductsPOOLPool$57,570$4,292 ▼-6.9%142,6760.8%Consumer DiscretionaryWSOWatsco$57,011$2,674 ▲4.9%131,9780.8%ConstructionFNDFloor & Decor$54,788$9,177 ▼-14.3%422,6800.8%ConstructionEHCEncompass Health$54,079$40,959 ▼-43.1%654,8720.8%MedicalPANWPalo Alto Networks$53,828$31,805 ▼-37.1%189,4490.8%Computer and TechnologyTYLTyler Technologies$52,530$3,576 ▼-6.4%123,5980.8%Computer and TechnologySTVNStevanato Group$52,197$6,652 ▼-11.3%1,626,0630.8%MedicalESABESAB$52,156$8,350 ▼-13.8%471,7050.8%Industrial ProductsESTCElastic$51,765$5,334 ▼-9.3%516,4080.8%Business ServicesCUBECubeSmart$48,716$48,716 ▲New Holding1,077,3050.7%FinanceIBKRInteractive Brokers Group$47,344$43,007 ▼-47.6%423,8150.7%FinanceGFLGFL Environmental$47,150$13,194 ▼-21.9%1,366,6560.7%Business ServicesGPNGlobal Payments$47,094$47,094 ▲New Holding352,3450.7%Business ServicesMRVLMarvell Technology$47,005$2,494 ▲5.6%663,1630.7%Business ServicesSAIASaia$46,505$21,157 ▼-31.3%79,4950.7%TransportationAZPNAspen Technology$44,487$3,345 ▲8.1%208,5850.6%Computer and TechnologyVERXVertex$44,046$969 ▲2.3%1,386,8480.6%Computer and TechnologyRPMRPM International$42,484$8,069 ▼-16.0%357,1560.6%ConstructionPRPermian Resources$40,665$40,665 ▲New Holding2,302,6650.6%Oils/EnergyMTDRMatador Resources$40,196$2,747 ▼-6.4%602,0040.6%Oils/EnergySYNASynaptics$39,835$3,073 ▼-7.2%408,3170.6%Computer and TechnologyTSCOTractor Supply$39,367$2,513 ▼-6.0%150,4160.6%Retail/WholesaleTTEKTetra Tech$39,197$928 ▼-2.3%212,2060.6%Industrial ProductsAZEKAZEK$37,702$947 ▼-2.5%750,7370.5%ConstructionBROBrown & Brown$37,230$9,999 ▼-21.2%425,2920.5%FinanceHLNEHamilton Lane$37,007$3,253 ▼-8.1%328,1960.5%FinanceARGXargenx$36,927$7,447 ▼-16.8%93,7900.5%MedicalNSANational Storage Affiliates Trust$36,852$908 ▲2.5%941,0560.5%FinancePCTYPaylocity$36,820$11,384 ▼-23.6%214,2470.5%Computer and TechnologyCRLCharles River Laboratories International$36,579$27,953 ▲324.1%135,0030.5%MedicalCPRTCopart$36,018$2,321 ▼-6.1%621,8560.5%Business ServicesSNPSSynopsys$35,938$33,130 ▼-48.0%62,8840.5%Computer and TechnologyRGENRepligen$35,694$2,172 ▼-5.7%194,0730.5%MedicalFIVEFive Below$35,078$2,602 ▼-6.9%193,3930.5%Retail/WholesaleVCTRVictory Capital$35,036$3,953 ▲12.7%825,7470.5%FinanceWSCWillScot Mobile Mini$34,060$8,906 ▲35.4%732,4830.5%Consumer DiscretionaryWKWorkiva$33,668$1,832 ▼-5.2%397,0320.5%Computer and TechnologySAFTSafety Insurance Group$33,297$16,785 ▲101.7%405,1180.5%FinanceONTOOnto Innovation$33,162$2,768 ▼-7.7%183,1320.5%Computer and TechnologyACVAACV Auctions$33,144$10,374 ▲45.6%1,765,8220.5%Retail/WholesaleCWANClearwater Analytics$32,760$1,775 ▲5.7%1,851,8790.5%Computer and TechnologyKLICKulicke and Soffa Industries$32,619$2,445 ▲8.1%648,3570.5%Computer and TechnologyPWSCPowerSchool$32,222$9,166 ▼-22.1%1,513,4780.5%Consumer DiscretionaryNDSNNordson$32,158$6,051 ▼-15.8%117,1350.5%Industrial ProductsXENEXenon Pharmaceuticals$31,735$2,444 ▼-7.2%737,1730.5%MedicalOLEDUniversal Display$30,055$3,450 ▼-10.3%178,4210.4%Computer and TechnologyTTWOTake-Two Interactive Software$29,988$1,894 ▼-5.9%201,9500.4%Consumer DiscretionaryADUSAddus HomeCare$29,968$2,678 ▲9.8%289,9980.4%MedicalGLBEGlobal-E Online$29,629$2,745 ▲10.2%815,0970.4%Retail/WholesaleIASIntegral Ad Science$29,604$2,675 ▲9.9%2,969,2780.4%Business ServicesMTSIMACOM Technology Solutions$28,982$819 ▲2.9%303,0320.4%Computer and TechnologyWHDCactus$28,911$10,347 ▼-26.4%577,1820.4%Oils/EnergyFORMFormFactor$27,164$10,225 ▲60.4%595,3000.4%Computer and TechnologyDAWNDay One Biopharmaceuticals$27,013$511 ▼-1.9%1,635,1450.4%MedicalITCIIntra-Cellular Therapies$26,518$7,829 ▼-22.8%383,2110.4%MedicalShowing largest 100 holdings. 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