13F COMBINATION REPORT
TimesSquare Capital Management, LLC
Quarter ended Q4 2024 · Filed February 3, 2025 · Accession 0000950123-25-000803
Total Value
$6.9M
Positions
153
Other Managers
2
Confidential Omitted
No
Holdings (153)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CYBERARK SOFTWARE LTD | M2682V108 | 560,353 | $186.7M | 2.72% |
| 2 | HUBSPOT INC | HUBS | 224,120 | $156.2M | 2.28% |
| 3 | REGAL REXNORD CORPORATION | RRX | 884,095 | $137.1M | 2.00% |
| 4 | CENCORA INC | COR | 544,248 | $122.3M | 1.78% |
| 5 | BJS WHSL CLUB HLDGS INC | 05550J101 | 1,271,235 | $113.6M | 1.66% |
| 6 | VERISK ANALYTICS INC | VRSK | 398,690 | $109.8M | 1.60% |
| 7 | TPG INC | TPGXL | 1,708,536 | $107.4M | 1.56% |
| 8 | CHENIERE ENERGY INC | LNG | 497,207 | $106.8M | 1.56% |
| 9 | EMCOR GROUP INC | EME | 229,365 | $104.1M | 1.52% |
| 10 | GARTNER INC | IT | 212,334 | $102.9M | 1.50% |
| 11 | ESAB CORPORATION | ESAB | 839,685 | $100.7M | 1.47% |
| 12 | JFROG LTD | FROG | 3,400,276 | $100.0M | 1.46% |
| 13 | VEEVA SYS INC | VEEV | 442,078 | $92.9M | 1.35% |
| 14 | CINTAS CORP | CTAS | 489,102 | $89.4M | 1.30% |
| 15 | TERADYNE INC | TER | 708,350 | $89.2M | 1.30% |
| 16 | APPLOVIN CORP | APP | 273,276 | $88.5M | 1.29% |
| 17 | SERVICETITAN INC | TTAN | 854,438 | $87.9M | 1.28% |
| 18 | ROSS STORES INC | ROST | 573,767 | $86.8M | 1.26% |
| 19 | LATTICE SEMICONDUCTOR CORP | LSCC | 1,523,545 | $86.3M | 1.26% |
| 20 | OREILLY AUTOMOTIVE INC | 67103H107 | 71,851 | $85.2M | 1.24% |
| 21 | ALLSTATE CORP | ALL-PJ | 425,978 | $82.1M | 1.20% |
| 22 | MONOLITHIC PWR SYS INC | 609839105 | 136,642 | $80.9M | 1.18% |
| 23 | INSPIRE MED SYS INC | 457730109 | 433,806 | $80.4M | 1.17% |
| 24 | IDEXX LABS INC | 45168D104 | 193,516 | $80.0M | 1.17% |
| 25 | LOAR HOLDINGS INC | LOAR | 1,066,525 | $78.8M | 1.15% |
| 26 | ARGENX SE | ARGX | 124,245 | $76.4M | 1.11% |
| 27 | WASTE CONNECTIONS INC | WCN | 444,848 | $76.3M | 1.11% |
| 28 | DYNATRACE INC | DT | 1,359,819 | $73.9M | 1.08% |
| 29 | CROWDSTRIKE HLDGS INC | CRWD | 209,890 | $71.8M | 1.05% |
| 30 | STEVANATO GROUP S P A | STVN | 3,288,529 | $71.7M | 1.04% |
| 31 | ROBINHOOD MKTS INC | 770700102 | 1,914,060 | $71.3M | 1.04% |
| 32 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 840,269 | $70.2M | 1.02% |
| 33 | CASELLA WASTE SYS INC | CWST | 647,002 | $68.5M | 1.00% |
| 34 | VICTORY CAP HLDGS INC | 92645B103 | 976,161 | $63.9M | 0.93% |
| 35 | CURTISS WRIGHT CORP | CW | 176,072 | $62.5M | 0.91% |
| 36 | TRACTOR SUPPLY CO | TSCO | 1,173,880 | $62.3M | 0.91% |
| 37 | TYLER TECHNOLOGIES INC | TYL | 106,767 | $61.6M | 0.90% |
| 38 | WORKIVA INC | WK | 559,961 | $61.3M | 0.89% |
| 39 | PINTEREST INC | PINS | 2,088,500 | $60.6M | 0.88% |
| 40 | AMETEK INC | AME | 332,982 | $60.0M | 0.87% |
| 41 | ONESTREAM INC | OS | 2,103,806 | $60.0M | 0.87% |
| 42 | DOORDASH INC | DASH | 356,568 | $59.8M | 0.87% |
| 43 | POOL CORP | POOL | 172,538 | $58.8M | 0.86% |
| 44 | MARVELL TECHNOLOGY INC | MRVL | 523,990 | $57.9M | 0.84% |
| 45 | EQUIFAX INC | EFX | 222,082 | $56.6M | 0.82% |
| 46 | ROCKWELL AUTOMATION INC | ROK | 194,575 | $55.6M | 0.81% |
| 47 | PERMIAN RESOURCES CORP | PR | 3,730,576 | $53.6M | 0.78% |
| 48 | NICE LTD | NCSYF | 315,528 | $53.6M | 0.78% |
| 49 | VERTEX INC | VERX | 992,657 | $53.0M | 0.77% |
| 50 | RENAISSANCERE HLDGS LTD | RNR-PG | 212,605 | $52.9M | 0.77% |
| 51 | BENTLEY SYS INC | BSY | 1,099,116 | $51.3M | 0.75% |
| 52 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 287,800 | $50.8M | 0.74% |
| 53 | WYNDHAM HOTELS & RESORTS INC | WH | 497,742 | $50.2M | 0.73% |
| 54 | TRIMBLE INC | TRMB | 708,200 | $50.0M | 0.73% |
| 55 | SAFETY INS GROUP INC | 78648T100 | 602,449 | $49.6M | 0.72% |
| 56 | SAIA INC | SAIA | 105,950 | $48.3M | 0.70% |
| 57 | MARTIN MARIETTA MATLS INC | 573284106 | 93,160 | $48.1M | 0.70% |
| 58 | COSTAR GROUP INC | CSGP | 668,986 | $47.9M | 0.70% |
| 59 | INSMED INC | INSM | 684,384 | $47.2M | 0.69% |
| 60 | CLEARWATER ANALYTICS HLDGS I | CWAN | 1,700,705 | $46.8M | 0.68% |
| 61 | HAMILTON LANE INC | HLNE | 315,468 | $46.7M | 0.68% |
| 62 | AMPHENOL CORP NEW | 032095101 | 669,093 | $46.5M | 0.68% |
| 63 | ELASTIC N V | ESTC | 468,975 | $46.5M | 0.68% |
| 64 | WEBSTER FINL CORP | 947890109 | 823,280 | $45.5M | 0.66% |
| 65 | ADDUS HOMECARE CORP | ADUS | 355,750 | $44.6M | 0.65% |
| 66 | BOOT BARN HLDGS INC | BOOT | 289,641 | $44.0M | 0.64% |
| 67 | WATSCO INC | WSO-B | 90,340 | $42.8M | 0.62% |
| 68 | CUBESMART | CUBE | 989,855 | $42.4M | 0.62% |
| 69 | NATIONAL STORAGE AFFILIATES | NSA-PB | 1,110,784 | $42.1M | 0.61% |
| 70 | RPM INTL INC | 749685103 | 341,706 | $42.1M | 0.61% |
| 71 | GLOBAL E ONLINE LTD | GLBE | 770,999 | $42.0M | 0.61% |
| 72 | TETRA TECH INC NEW | TTEK | 1,036,856 | $41.3M | 0.60% |
| 73 | ACV AUCTIONS INC | ACVA | 1,891,627 | $40.9M | 0.60% |
| 74 | WARBY PARKER INC | WRBY | 1,668,270 | $40.4M | 0.59% |
| 75 | SYNAPTICS INC | SYNA | 526,335 | $40.2M | 0.59% |
| 76 | BROWN & BROWN INC | BRO | 391,872 | $40.0M | 0.58% |
| 77 | PERFORMANCE FOOD GROUP CO | PFGC | 460,105 | $38.9M | 0.57% |
| 78 | AZEK CO INC | 05478C105 | 817,963 | $38.8M | 0.57% |
| 79 | Q2 HLDGS INC | QTWO | 375,700 | $37.8M | 0.55% |
| 80 | REPLIGEN CORP | RGEN | 260,992 | $37.6M | 0.55% |
| 81 | COMFORT SYS USA INC | 199908104 | 88,026 | $37.3M | 0.54% |
| 82 | EMBRAER S.A. | EMBJ | 996,361 | $36.5M | 0.53% |
| 83 | COPART INC | CPRT | 632,911 | $36.3M | 0.53% |
| 84 | FRESHPET INC | FRPT | 243,187 | $36.0M | 0.52% |
| 85 | VERICEL CORP | VCEL | 632,160 | $34.7M | 0.51% |
| 86 | ENCOMPASS HEALTH CORP | EHC | 375,551 | $34.7M | 0.51% |
| 87 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 185,014 | $34.1M | 0.50% |
| 88 | VAXCYTE INC | PCVX | 413,637 | $33.9M | 0.49% |
| 89 | KBR INC | KBR | 574,564 | $33.3M | 0.49% |
| 90 | XENON PHARMACEUTICALS INC | XENE | 848,850 | $33.3M | 0.48% |
| 91 | AXON ENTERPRISE INC | AXON | 55,930 | $33.2M | 0.48% |
| 92 | GFL ENVIRONMENTAL INC | GFL | 707,290 | $31.5M | 0.46% |
| 93 | SAMSARA INC | IOT | 720,946 | $31.5M | 0.46% |
| 94 | EXPONENT INC | EXPO | 342,850 | $30.5M | 0.45% |
| 95 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 448,132 | $30.1M | 0.44% |
| 96 | PAR TECHNOLOGY CORP | PAR | 406,585 | $29.5M | 0.43% |
| 97 | RBC BEARINGS INC | RBC | 97,390 | $29.1M | 0.42% |
| 98 | INTAPP INC | INTA | 443,700 | $28.4M | 0.41% |
| 99 | ITT INC | ITT | 198,550 | $28.4M | 0.41% |
| 100 | WILLSCOT HLDGS CORP | WSC | 827,945 | $27.7M | 0.40% |
| 101 | FLOOR & DECOR HLDGS INC | FND | 272,677 | $27.2M | 0.40% |
| 102 | MATADOR RES CO | MTDR | 472,235 | $26.6M | 0.39% |
| 103 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 199,300 | $25.9M | 0.38% |
| 104 | ONTO INNOVATION INC | ONTO | 154,376 | $25.7M | 0.37% |
| 105 | FORMFACTOR INC | FORM | 583,313 | $25.7M | 0.37% |
| 106 | BRUNSWICK CORP | BC-PC | 394,326 | $25.5M | 0.37% |
| 107 | KRYSTAL BIOTECH INC | KRYS | 158,868 | $24.9M | 0.36% |
| 108 | KULICKE & SOFFA INDS INC | 501242101 | 530,827 | $24.8M | 0.36% |
| 109 | VALVOLINE INC | VVV | 644,980 | $23.3M | 0.34% |
| 110 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 209,091 | $23.2M | 0.34% |
| 111 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 895,574 | $23.0M | 0.34% |
| 112 | CACTUS INC | WHD | 393,178 | $22.9M | 0.33% |
| 113 | CONSTRUCTION PARTNERS INC | ROAD | 256,830 | $22.7M | 0.33% |
| 114 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 91,315 | $21.9M | 0.32% |
| 115 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 1,710,926 | $21.7M | 0.32% |
| 116 | ASTERA LABS INC | ALAB | 160,540 | $21.3M | 0.31% |
| 117 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 2,000,173 | $20.9M | 0.30% |
| 118 | PJT PARTNERS INC | PJT | 130,948 | $20.7M | 0.30% |
| 119 | IMPINJ INC | PI | 140,812 | $20.5M | 0.30% |
| 120 | CHEFS WHSE INC | 163086101 | 395,244 | $19.5M | 0.28% |
| 121 | MVB FINL CORP | 553810102 | 924,053 | $19.1M | 0.28% |
| 122 | MAGNOLIA OIL & GAS CORP | MGY | 793,965 | $18.6M | 0.27% |
| 123 | MEDIAALPHA INC | MAX | 1,628,815 | $18.4M | 0.27% |
| 124 | MYR GROUP INC DEL | MYRG | 119,933 | $17.8M | 0.26% |
| 125 | OKLO INC | OKLO | 805,635 | $17.1M | 0.25% |
| 126 | CG ONCOLOGY INC | CGON | 546,904 | $15.7M | 0.23% |
| 127 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 591,990 | $15.6M | 0.23% |
| 128 | SOLENO THERAPEUTICS INC | SLNO | 339,774 | $15.3M | 0.22% |
| 129 | ASGN INC | ASGN | 178,610 | $14.9M | 0.22% |
| 130 | PAYCOR HCM INC | 70435P102 | 793,261 | $14.7M | 0.21% |
| 131 | HEXCEL CORP NEW | 428291108 | 225,650 | $14.1M | 0.21% |
| 132 | MERUS N V | N5749R100 | 331,195 | $13.9M | 0.20% |
| 133 | EXCELERATE ENERGY INC | EE | 457,998 | $13.9M | 0.20% |
| 134 | VIAD CORP | 92552R406 | 292,030 | $12.4M | 0.18% |
| 135 | ARCOS DORADOS HOLDINGS INC | ARCO | 1,472,490 | $10.7M | 0.16% |
| 136 | JOHN BEAN TECHNOLOGIES CORP | JBTM | 82,550 | $10.5M | 0.15% |
| 137 | ISHARES TR | 464287648 | 30,000 | $8.6M | 0.13% |
| 138 | HEALTHEQUITY INC | HQY | 65,000 | $6.2M | 0.09% |
| 139 | NOVA LTD | NVMI | 25,730 | $5.1M | 0.07% |
| 140 | KINDERCARE LEARNING COMPANIE | KLC | 261,736 | $4.7M | 0.07% |
| 141 | CHEMED CORP NEW | CHE | 6,290 | $3.3M | 0.05% |
| 142 | AVIENT CORPORATION | AVNT | 58,573 | $2.4M | 0.03% |
| 143 | FIRST ADVANTAGE CORP NEW | FA | 98,460 | $1.8M | 0.03% |
| 144 | WESCO INTL INC | 95082P105 | 10,100 | $1.8M | 0.03% |
| 145 | PALO ALTO NETWORKS INC | PANW | 9,560 | $1.7M | 0.03% |
| 146 | CLEAN HARBORS INC | CLH | 6,870 | $1.6M | 0.02% |
| 147 | BOWHEAD SPECIALTY HLDGS INC | BOW | 39,576 | $1.4M | 0.02% |
| 148 | HENRY JACK & ASSOC INC | 426281101 | 6,550 | $1.1M | 0.02% |
| 149 | PATRIA INVESTMENTS LIMITED | PAX | 53,700 | $624,531 | 0.01% |
| 150 | LEGEND BIOTECH CORP | LEGN | 2,912 | $94,756 | 0.00% |
| 151 | PAYMENTUS HOLDINGS INC | PAY | 1,062 | $34,696 | 0.00% |
| 152 | UNIVERSAL DISPLAY CORP | OLED | 30 | $4,386 | 0.00% |
| 153 | SHARKNINJA INC | SN | 30 | $2,921 | 0.00% |