TCM
TimesSquare Capital Management Portfolio holdings
AUM
$6.99B
1-Year Est. Return
31.82%
1 Year Est. Return
+31.82%
AUM
$6.99B
AUM Growth
+$57.7M
(+0.83%)
Holding
166
Top Buys
| 1 | +$87.5M | |
| 2 | +$76.4M | |
| 3 | +$71.8M | |
| 4 |
NTSK
Netskope Inc
NTSK
|
+$61.8M |
| 5 |
Carpenter Technology
CRS
|
+$60.5M |
Top Sells
| 1 | +$116M | |
| 2 | +$64.8M | |
| 3 | +$64.6M | |
| 4 |
Hexcel
HXL
|
+$51.7M |
| 5 |
Robinhood
HOOD
|
+$50.1M |
Sector Composition
| 1 | Technology | 26.53% |
| 2 | Industrials | 24.46% |
| 3 | Healthcare | 15.34% |
| 4 | Consumer Discretionary | 11.02% |
| 5 | Financials | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
NewAmsterdam Pharma
NAMS
$4.68B
| $23.8M | 0.34% |
837,368
-35,169
|
|
||
102
Paymentus
PAY
$4.35B
| $23.7M | 0.34% |
774,593
-7,016
|
|
||
103
Mirion Technologies
MIR
$6.36B
| $23.6M | 0.34% |
+1,013,339
|
|
||
104
PJT Partners
PJT
$4.08B
| $23.4M | 0.34% |
131,926
-8,015
|
|
||
105
Excelerate Energy
EE
$899M
| $23.3M | 0.33% |
924,123
+207,771
|
|
||
|
GRDN
106
Guardian Pharmacy Services
GRDN
$1.85B
| $22.6M | 0.32% |
860,173
+45,950
|
|
||
107
Xenon Pharmaceuticals
XENE
$3.46B
| $22.4M | 0.32% |
556,800
-14,442
|
|
||
108
Ollie's Bargain Outlet
OLLI
$7.55B
| $22.2M | 0.32% |
172,602
-6,398
|
|
||
109
Mirum Pharmaceuticals
MIRM
$3.75B
| $22M | 0.32% |
+300,649
|
|
||
110
Chart Industries
GTLS
$9.17B
| $22M | 0.31% |
109,771
-24,235
|
|
||
111
Amplitude
AMPL
$1.37B
| $21.9M | 0.31% |
+2,044,965
|
|
||
112
ACV Auctions
ACVA
$1.35B
| $21.9M | 0.31% |
2,208,768
-140,430
|
|
||
113
Bright Horizons
BFAM
$5.81B
| $21.8M | 0.31% |
200,475
+28,827
|
|
||
114
National Storage Affiliates Trust
NSA
$2.27B
| $21.6M | 0.31% |
713,952
-46,961
|
|
||
|
115
Hexcel
HXL
$6.07B
| $21M | 0.3% |
335,712
-824,953
|
|
||
116
Krystal Biotech
KRYS
$6.32B
| $20.9M | 0.3% |
118,514
+4,310
|
|
||
117
Intapp
INTA
$3.54B
| $20.9M | 0.3% |
510,277
-2,973
|
|
||
118
Gartner
IT
$16.8B
| $20.8M | 0.3% |
79,023
-142,861
|
|
||
119
CG Oncology
CGON
$3.62B
| $20.3M | 0.29% |
503,526
-8,675
|
|
||
120
Paylocity
PCTY
$8.01B
| $20M | 0.29% |
125,462
-76,180
|
|
||
121
Global E Online
GLBE
$6.86B
| $19.7M | 0.28% |
550,528
-445
|
|
||
|
LGN
122
Legence Corp
LGN
$2.7B
| $19.5M | 0.28% |
+633,642
|
|
||
123
CrowdStrike
CRWD
$128B
| $19.4M | 0.28% |
39,653
-38,500
|
|
||
|
EMBJ
124
Embraer S.A. ADS
EMBJ
$11.5B
| $18.5M | 0.27% |
306,546
-105,101
|
|
||
125
PAR Technology
PAR
$1.4B
| $18.2M | 0.26% |
460,329
-4,585
|
|