機関投資家の保有一覧

TimesSquare Capital Management, LLC

持ち方

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評価額を取得中

届出上位5銘柄の比重

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保有

157銘柄

TimesSquare Capital Management, LLC は、2026年6月30日の SEC Form 13F で 157 銘柄の保有を報告しました。届出上位には Snowflake、Monolithic Power Systems、JFrog が並び、情報技術・資本財・ヘルスケアにまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

1
SN
SNOWSnowflake
情報技術・ 527,197 株
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2
MP
MPWRMonolithic Power Systems
情報技術・ 110,824 株
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3
FR
FROGJFrog
情報技術・ 1,598,052 株
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4
LS
LSCCLattice Semiconductor
情報技術・ 1,135,152 株
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5
EM
EMEEMCOR Group
資本財・ 189,107 株
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6
CO
CORCencora
ヘルスケア・ 418,087 株
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7
FI
FIXComfort Systems USA
資本財・ 73,834 株
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8
IB
IBKRInteractive Brokers
金融・ 1,424,489 株
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9
PA
PANWPalo Alto Networks
情報技術・ 308,584 株
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10
CR
CRSCarpenter Technology
素材・ 291,622 株
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残り 147 銘柄をすべて見る ▾

#	銘柄	保有株数	概算評価額
11	VEEVVeeva Systems	405,703	—
12	TRGPTarga Resources	344,620	—
13	ROSTRoss Stores	416,195	—
14	LNGCheniere Energy	349,281	—
15	CWCurtiss-Wright	164,528	—
16	AXONAxon Enterprise	206,573	—
17	IDXXIDEXX Laboratories	163,457	—
18	MTSIMACOM Technology Solutions	261,585	—
19	RGENRepligen	446,964	—
20	INSMInsmed	728,096	—
21	MKSIMKS Inc	288,450	—
22	ORLYO'Reilly Automotive	937,723	—
23	PFGCPerformance Food Group	842,975	—
24	ARGXargenx	83,114	—
25	RRXRegal Rexnord	465,372	—
26	DTDynatrace	1,248,040	—
27	ONTOOnto Innovation	217,113	—
28	CTASCintas	364,868	—
29	STVNStevanato Group	3,474,641	—
30	DASHDoorDash	369,757	—
31	BJBJ's Wholesale Club	689,375	—
32	TTWOTake-Two Interactive	306,883	—
33	ALABAstera Labs	175,869	—
34	CBRECBRE Group	464,323	—
35	VRTVertiv Holdings	226,854	—
36	VRSKVerisk Analytics	341,089	—
37	TTANServiceTitan	827,286	—
38	NTSKNetskope	3,059,593	—
39	AMEAMETEK	212,095	—
40	TPGTPG	1,193,534	—
41	IOTSamsara	1,280,808	—
42	ESTCElastic N.V.	546,734	—
43	VCTRVictory Capital Holdings	443,189	—
44	LOARLoar Holdings	798,575	—
45	NRGNRG Energy	515,735	—
46	GFLGFL Environmental	1,162,318	—
47	WFRDWeatherford International	608,832	—
48	JHXJames Hardie	1,874,809	—
49	CASYCasey's General Stores	75,574	—
50	SITMSiTime	64,642	—
51	CHEFChefs' Warehouse	391,460	—
52	KRMNKarman Holdings	1,328,871	—
53	EHCEncompass Health	378,127	—
54	EVREvercore	165,959	—
55	PRSUPursuit Attractions and Hospitality	816,511	—
56	CWSTCasella Waste Systems	503,732	—
57	MRVLMarvell Technology	153,078	—
58	HOODRobinhood Markets	363,819	—
59	LYVLive Nation Entertainment	242,557	—
60	GRDNGuardian Pharmacy Services	951,637	—
61	ESABESAB Corp	574,650	—
62	TRMBTrimble	692,787	—
63	ITTITT Inc	186,349	—
64	CRDOCredo Technology	170,673	—
65	KRYSKrystal Biotech	111,545	—
66	TYLTyler Technologies	110,330	—
67	MLMMartin Marietta Materials	73,311	—
68	ADUSAddus HomeCare	313,549	—
69	AITApplied Industrial Technologies	98,550	—
70	VVVValvoline	1,101,192	—
71	CCJCameco	390,956	—
72	RBCRBC Bearings	63,516	—
73	EEExcelerate Energy	950,222	—
74	MIRMMirum Pharmaceuticals	367,281	—
75	RMBSRambus	267,705	—
76	BSYBentley Systems	925,879	—
77	JBTMJBT Marel	274,627	—
78	APHAmphenol	332,683	—
79	TSCOTractor Supply	908,984	—
80	EMBJEmbraer	375,178	—
81	NICENICE	247,071	—
82	TARSTarsus Pharmaceuticals	369,377	—
83	IONSIonis Pharmaceuticals	614,070	—
84	AXGNAxogen	689,833	—
85	AKAMAkamai Technologies	230,524	—
86	WCNWaste Connections	158,009	—
87	GKOSGlaukos Corporation	145,202	—
88	WKWorkiva	319,434	—
89	WRBYWarby Parker	833,002	—
90	VCELVericel	549,846	—
91	OLLIOllie's Bargain Outlet Holdings	240,128	—
92	ROADConstruction Partners	230,484	—
93	BROBrown & Brown	347,624	—
94	FNDFloor & Decor Holdings	455,341	—
95	HLNEHamilton Lane	236,216	—
96	MIRMirion Technologies	1,400,642	—
97	HXLHexcel Corporation	230,947	—
98	TDWTidewater	232,097	—
99	PAYPaymentus	620,222	—
100	CBLLCeribell	780,552	—
101	NAMSNewAmsterdam Pharma	796,162	—
102	MTDRMatador Resources	342,759	—
103	INTAIntapp	501,786	—
104	CWKCushman & Wakefield	1,483,723	—
105	QTWOQ2 Holdings	310,150	—
106	PIPRPiper Sandler	264,791	—
107	XENEXenon Pharmaceuticals	451,593	—
108	KYMRKymera Therapeutics	157,327	—
109	MWHSOLV Energy	654,248	—
110	UNFUniFirst	64,906	—
111	MYRGMYR Group	52,507	—
112	STEPStepStone Group	349,666	—
113	UECUranium Energy	1,685,961	—
114	FNFabrinet	33,518	—
115	MRXMarex Group	211,722	—
116	IRTCiRhythm Holdings	137,311	—
117	BEBloom Energy	52,025	—
118	SEISolaris Energy Infrastructure	198,051	—
119	LGNLegence	276,601	—
120	DNTHDianthus Therapeutics	166,357	—
121	PJTPJT Partners	103,838	—
122	CGONCG Oncology	210,884	—
123	WHWyndham Hotels & Resorts	197,862	—
124	ARXSArxis	280,121	—
125	COGTCogent Biosciences	447,745	—
126	INIOINNIO N.V.	691,360	—
127	WHDCactus	213,494	—
128	FICOFair Isaac	20,054	—
129	AXSMAxsome Therapeutics	71,510	—
130	GLBEGlobal-E Online	323,202	—
131	ELVNEnliven Therapeutics	261,344	—
132	NPNeptune Insurance Holdings	429,225	—
133	NVMINova	28,870	—
134	VERAVera Therapeutics	364,557	—
135	MODModine Manufacturing	61,033	—
136	WINGWingstop	91,542	—
137	FCFSFirstCash Holdings	45,028	—
138	ABVXAbivax	101,092	—
139	FORMFormFactor	58,321	—
140	RUSHARush Enterprises	175,673	—
141	MAIRMadison Air Solutions	305,681	—
142	HAWKHawkEye 360	514,010	—
143	SMTCSemtech	33,693	—
144	AMPXAmprius Technologies	641,990	—
145	KTOSKratos Defense & Security Solutions	142,987	—
146	SIShoulder Innovations	298,219	—
147	MLYSMineralys Therapeutics	235,858	—
148	CRWDCrowdStrike	19,602	—
149	VIAVViavi Solutions	102,561	—
150	SUJASuja Life	386,515	—
151	EQPTEquipmentShare.com	171,191	—
152	ARCOArcos Dorados	370,892	—
153	CLHClean Harbors	6,796	—
154	BKRBaker Hughes	33,619	—
155	RNRRenaissanceRe Holdings	2,594	—
156	WCCWESCO International	45	—
157	WBSWBS	15,485	—

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。概算評価額と構成比は当サイトの株価で計算した参考値です。届出対象外の資産 (米国外上場株・債券など) は含まれません。