MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons
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INSTITUTION : TimesSquare Capital Management, LLC |
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TimesSquare Capital Management, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2019-11-05) --- full portfolio
Company (links to holding history) |
Ticker |
Value On 2019-09-30 |
No of Shares |
% of portfolio |
Progressive Corp. (COM) |
PGR |
237,314,000 |
3,072,020 |
2.09% |
Global Payments Inc (COM) |
GPN |
221,467,000 |
1,392,875 |
1.95% |
Transunion (COM) |
|
199,147,000 |
2,455,275 |
1.76% |
Booz Allen & Hamilton Inc (CL A) |
BAH |
195,689,000 |
2,755,400 |
1.73% |
CBRE Group Inc (CL A) |
CBG |
194,369,000 |
3,666,640 |
1.71% |
Paylocity Holding Corp (COM) |
PCTY |
144,219,000 |
1,477,960 |
1.27% |
Charles River Laboratorie (COM) |
CRL |
133,396,000 |
1,007,750 |
1.18% |
Wex Inc (COM) |
WEX |
132,555,000 |
655,985 |
1.17% |
Fleetcor Technologies Inc (COM) |
FLT |
120,339,000 |
419,620 |
1.06% |
BWX Technologies Inc. (COM) |
BWXT |
118,184,000 |
2,065,800 |
1.04% |
SBA Communications Corp (CL A) |
|
117,364,000 |
486,685 |
1.03% |
Apollo Global Management (CL A SHS) |
APO |
117,104,000 |
3,096,350 |
1.03% |
Avalara Inc (COM) |
|
117,075,000 |
1,739,860 |
1.03% |
RPM International Inc (COM) |
RPM |
116,564,000 |
1,694,000 |
1.03% |
Tyler Technologies Inc. (COM) |
TYL |
115,277,000 |
439,150 |
1.01% |
Clean Harbors Inc (COM) |
CLHB |
111,384,000 |
1,442,800 |
0.98% |
Trinet Group Inc (COM) |
TNET |
111,164,000 |
1,787,490 |
0.98% |
Costar Group Inc (COM) |
CSGP |
108,066,000 |
182,175 |
0.95% |
Vertex Pharmaceuticals In (COM) |
VRTX |
104,231,000 |
615,220 |
0.92% |
J2 Global Inc. (COM) |
JCOM |
103,851,000 |
1,143,480 |
0.91% |
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Investing Just Like TimesSquare Capital Management, LLC
MAJOR GURUS:
Warren Buffett
John Paulson
George Soros
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