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时代广场资本管理 · 13F 持仓分析
期权收益计算器 机构排行

时代广场资本管理

TimesSquare Capital Management, LLCNo.778 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$67.99亿
环比变动 Q1 2026
+$9.05亿+15.4%
持仓股票数
158
新买入
21
加仓
44
减仓
89
清仓
14
持股不变
4
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
CCARPENTER TECHNOLOGYCRS
2.65%1.96%$1.80亿29.2万股$1.16亿29.3万股-1,657股-0.56%减仓
LLATTICE SEMICONDUCTORLSCC
2.55%2.16%$1.74亿113.5万股$1.27亿137.1万股-23.5万股-17.18%减仓
EMCOREME
2.31%2.65%$1.57亿18.9万股$1.56亿21.2万股-2.3万股-10.74%减仓
MONOLITHIC PWR SYSMPWR
2.25%2.58%$1.53亿11.1万股$1.52亿13.9万股-2.8万股-20.18%减仓
CCOMFORT SYS USAFIX
2.15%1.73%$1.46亿7.4万股$1.02亿7.4万股-134股-0.18%减仓
JFROGFROG
2.14%1.67%$1.45亿159.8万股$9,844.0万209.8万股-50.0万股-23.81%减仓
SNOWFLAKE COM SHSSNOW
1.97%0.53%$1.34亿52.7万股$3,108.4万20.6万股+32.1万股+155.80%加仓
MMKSMKSI
1.89%1.12%$1.28亿28.8万股$6,622.3万28.8万股+285股+0.10%加仓
柯蒂斯怀特CW
1.83%1.9%$1.25亿16.5万股$1.12亿16.4万股+35股+0.02%加仓
INTERACTIVE BROKERS GROUP INC COM CL AIBKR
1.82%1.65%$1.24亿142.4万股$9,730.8万145.1万股-2.6万股-1.82%减仓
CencoraCOR
1.74%2.25%$1.18亿41.8万股$1.33亿42.2万股-3,983股-0.94%减仓
AXON ENTERPRISEAXON
1.7%1.48%$1.16亿20.7万股$8,743.6万20.6万股+692股+0.34%加仓
RREGAL REXNORD COMRRX
1.63%1.49%$1.11亿46.5万股$8,807.5万47.0万股-4,961股-1.05%减仓
PALO ALTOPANW
1.55%1.44%$1.05亿30.9万股$8,502.6万53.0万股-22.2万股-41.81%减仓
MMACOM TECH SOLUTIONS IMTSI
1.46%1.29%$9,949.9万26.2万股$7,577.7万34.1万股-8.0万股-23.34%减仓
PERFORMANCE FOODPFGC
1.39%1.21%$9,423.6万84.3万股$7,131.1万83.2万股+1.0万股+1.26%加仓
Targa资源TRGP
1.36%1.47%$9,240.6万34.5万股$8,647.0万34.5万股-252股-0.07%减仓
ROSS STORES COMROST
1.3%1.53%$8,858.7万41.6万股$9,020.2万41.6万股-194股-0.05%减仓
OOREILLY AUTOMOTIVE COMORLY
1.27%1.47%$8,635.5万93.8万股$8,640.1万93.6万股+1,736股+0.19%加仓
IDEXX LABS COMIDXX
1.27%1.56%$8,605.0万16.3万股$9,201.7万16.4万股-306股-0.19%减仓
AASTERA LABSALAB
1.25%$8,494.8万17.6万股$00股+17.6万股新买入
切尼尔能源LNG
1.23%1.85%$8,348.2万34.9万股$1.09亿38.5万股-3.6万股-9.25%减仓
OONTO INNOVATIONONTO
1.21%0.93%$8,216.6万21.7万股$5,494.5万26.8万股-5.1万股-18.97%减仓
InsmedINSM
1.14%1.62%$7,763.0万72.8万股$9,562.6万58.5万股+14.3万股+24.50%加仓
ARGENX SPONSORED ADRARGX
1.13%1.03%$7,711.1万8.3万股$6,069.6万8.3万股-3股-0.00%减仓
TAKE-TWO INTERACTIVE SOFTWARE COMTTWO
1.13%1.03%$7,671.5万30.7万股$6,046.0万30.6万股+756股+0.25%加仓
VertivVRT
1.12%0.96%$7,595.5万22.7万股$5,660.5万22.6万股+959股+0.42%加仓
NNRG ENERGYNRG
1.11%1.28%$7,532.8万51.6万股$7,524.0万51.5万股+884股+0.17%加仓
VeevaVEEV
1.06%1.21%$7,200.0万40.6万股$7,151.9万40.7万股-1,441股-0.35%减仓
DDOORDASHDASH
1%0.94%$6,823.1万37.0万股$5,532.4万36.8万股+1,298股+0.35%加仓
KKARMANKRMN
0.98%1.72%$6,633.7万132.9万股$1.01亿126.5万股+6.4万股+5.03%加仓
LOARLOAR
0.95%0.9%$6,437.3万79.9万股$5,304.4万92.6万股-12.7万股-13.75%减仓
SSTEVANATO S P ASTVN
0.92%0.81%$6,278.7万347.5万股$4,798.4万349.0万股-1.5万股-0.43%减仓
CCBRE CL ACBRE
0.92%1.06%$6,254.0万46.4万股$6,267.3万46.3万股+1,657股+0.36%加仓
CINTAS COMCTAS
0.91%1.05%$6,205.7万36.5万股$6,185.3万36.6万股-822股-0.22%减仓
VERISK ANALYTICS COMVRSK
0.9%1.1%$6,123.6万34.1万股$6,479.1万34.1万股-364股-0.11%减仓
RREPLIGENRGEN
0.9%0.91%$6,098.4万44.7万股$5,373.6万45.6万股-9,119股-2.00%减仓
BJS WHSL CLUBBJ
0.88%1.18%$6,012.7万68.9万股$6,979.9万70.9万股-2.0万股-2.79%减仓
CASEYS GEN STORESCASY
0.88%0.74%$6,006.5万7.6万股$4,347.0万6.0万股+1.6万股+26.54%加仓
安费诺APH
0.86%0.6%$5,865.9万33.3万股$3,541.2万28.0万股+5.2万股+18.70%加仓
SSERVICETITAN INC SHS CL ATTAN
0.86%0.91%$5,849.7万82.7万股$5,341.0万84.2万股-1.4万股-1.71%减仓
EESABESAB
0.83%1.11%$5,667.8万57.5万股$6,552.5万67.8万股-10.3万股-15.23%减仓
EEVERCOREEVR
0.83%0.84%$5,666.5万16.6万股$4,954.3万16.6万股-7股-0.00%减仓
DDYNATRACEDT
0.81%0.78%$5,480.1万124.8万股$4,622.3万125.0万股-1,903股-0.15%减仓
AMETEK COMAME
0.75%0.77%$5,131.4万21.2万股$4,535.4万21.2万股+516股+0.24%加仓
WWEATHERFORD INTLWFRD
0.73%$4,962.0万60.9万股$00股+60.9万股新买入
JAMES HARDIE INDS PLC ORD SHSJHX
0.72%0.62%$4,908.3万187.5万股$3,636.0万192.0万股-4.5万股-2.34%减仓
CASELLA WASTE SYSCWST
0.72%0.77%$4,884.7万50.4万股$4,556.0万57.4万股-7.1万股-12.28%减仓
Ionis制药IONS
0.72%0.35%$4,869.0万61.4万股$2,070.0万27.6万股+33.8万股+122.75%加仓
TTPG COM CL ATPG
0.71%0.82%$4,839.8万119.4万股$4,823.2万119.1万股+2,913股+0.24%加仓

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