13F COMBINATION REPORT
TimesSquare Capital Management, LLC
Quarter ended Q1 2025 · Filed May 2, 2025 · Accession 0000950123-25-003971
Total Value
$6.2M
Positions
142
Other Managers
2
Confidential Omitted
No
Holdings (142)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CYBERARK SOFTWARE LTD | M2682V108 | 457,199 | $154.5M | 2.49% |
| 2 | CENCORA INC | COR | 466,298 | $129.7M | 2.09% |
| 3 | HUBSPOT INC | HUBS | 218,060 | $124.6M | 2.01% |
| 4 | VERISK ANALYTICS INC | VRSK | 401,405 | $119.5M | 1.92% |
| 5 | CHENIERE ENERGY INC | LNG | 504,005 | $116.6M | 1.88% |
| 6 | JFROG LTD | FROG | 3,622,911 | $115.9M | 1.87% |
| 7 | BJS WHSL CLUB HLDGS INC | 05550J101 | 968,850 | $110.5M | 1.78% |
| 8 | EMCOR GROUP INC | EME | 283,812 | $104.9M | 1.69% |
| 9 | VEEVA SYS INC | VEEV | 444,943 | $103.1M | 1.66% |
| 10 | SERVICETITAN INC | TTAN | 1,044,914 | $99.4M | 1.60% |
| 11 | REGAL REXNORD CORPORATION | RRX | 871,399 | $99.2M | 1.60% |
| 12 | OREILLY AUTOMOTIVE INC | 67103H107 | 68,558 | $98.2M | 1.58% |
| 13 | ESAB CORPORATION | ESAB | 789,450 | $92.0M | 1.48% |
| 14 | GARTNER INC | IT | 217,809 | $91.4M | 1.47% |
| 15 | TPG INC | TPGXL | 1,845,646 | $87.5M | 1.41% |
| 16 | APPLOVIN CORP | APP | 321,375 | $85.2M | 1.37% |
| 17 | CINTAS CORP | CTAS | 410,322 | $84.3M | 1.36% |
| 18 | MONOLITHIC PWR SYS INC | 609839105 | 145,302 | $84.3M | 1.36% |
| 19 | IDEXX LABS INC | 45168D104 | 197,746 | $83.0M | 1.34% |
| 20 | LATTICE SEMICONDUCTOR CORP | LSCC | 1,559,055 | $81.8M | 1.32% |
| 21 | INSMED INC | INSM | 1,064,148 | $81.2M | 1.31% |
| 22 | ALLSTATE CORP | ALL-PJ | 371,303 | $76.9M | 1.24% |
| 23 | INSPIRE MED SYS INC | 457730109 | 476,217 | $75.9M | 1.22% |
| 24 | ARGENX SE | ARGX | 125,295 | $74.2M | 1.19% |
| 25 | ROSS STORES INC | ROST | 579,512 | $74.1M | 1.19% |
| 26 | LOAR HOLDINGS INC | LOAR | 993,503 | $70.2M | 1.13% |
| 27 | STEVANATO GROUP S P A | STVN | 3,358,966 | $68.6M | 1.10% |
| 28 | PINTEREST INC | PINS | 2,184,740 | $67.7M | 1.09% |
| 29 | TRACTOR SUPPLY CO | TSCO | 1,223,375 | $67.4M | 1.09% |
| 30 | DOORDASH INC | DASH | 358,818 | $65.6M | 1.06% |
| 31 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 392,250 | $65.0M | 1.05% |
| 32 | AXON ENTERPRISE INC | AXON | 122,250 | $64.3M | 1.04% |
| 33 | DYNATRACE INC | DT | 1,362,364 | $64.2M | 1.03% |
| 34 | CROWDSTRIKE HLDGS INC | CRWD | 181,760 | $64.1M | 1.03% |
| 35 | WASTE CONNECTIONS INC | WCN | 328,128 | $64.0M | 1.03% |
| 36 | HEXCEL CORP NEW | 428291108 | 1,166,489 | $63.9M | 1.03% |
| 37 | CURTISS WRIGHT CORP | CW | 199,012 | $63.1M | 1.02% |
| 38 | TYLER TECHNOLOGIES INC | TYL | 106,532 | $61.9M | 1.00% |
| 39 | ROBINHOOD MKTS INC | 770700102 | 1,455,795 | $60.6M | 0.98% |
| 40 | COSTAR GROUP INC | CSGP | 752,887 | $59.7M | 0.96% |
| 41 | ONESTREAM INC | OS | 2,699,645 | $57.6M | 0.93% |
| 42 | WYNDHAM HOTELS & RESORTS INC | WH | 635,120 | $57.5M | 0.93% |
| 43 | TARGA RES CORP | TRGP | 275,330 | $55.2M | 0.89% |
| 44 | POOL CORP | POOL | 173,218 | $55.1M | 0.89% |
| 45 | ROCKWELL AUTOMATION INC | ROK | 211,885 | $54.7M | 0.88% |
| 46 | PERFORMANCE FOOD GROUP CO | PFGC | 693,450 | $54.5M | 0.88% |
| 47 | MARTIN MARIETTA MATLS INC | 573284106 | 111,930 | $53.5M | 0.86% |
| 48 | PERMIAN RESOURCES CORP | PR | 3,756,031 | $52.0M | 0.84% |
| 49 | CASELLA WASTE SYS INC | CWST | 454,739 | $50.7M | 0.82% |
| 50 | RPM INTL INC | 749685103 | 431,086 | $49.9M | 0.80% |
| 51 | AMPHENOL CORP NEW | 032095101 | 755,438 | $49.5M | 0.80% |
| 52 | TRIMBLE INC | TRMB | 747,885 | $49.1M | 0.79% |
| 53 | GFL ENVIRONMENTAL INC | GFL | 1,014,099 | $49.0M | 0.79% |
| 54 | NICE LTD | NCSYF | 313,598 | $48.3M | 0.78% |
| 55 | VICTORY CAP HLDGS INC | 92645B103 | 800,509 | $46.3M | 0.75% |
| 56 | HAMILTON LANE INC | HLNE | 309,541 | $46.0M | 0.74% |
| 57 | ELASTIC N V | ESTC | 514,030 | $45.8M | 0.74% |
| 58 | SAFETY INS GROUP INC | 78648T100 | 574,795 | $45.3M | 0.73% |
| 59 | RENAISSANCERE HLDGS LTD | RNR-PG | 187,446 | $45.0M | 0.72% |
| 60 | BROWN & BROWN INC | BRO | 358,962 | $44.7M | 0.72% |
| 61 | BENTLEY SYS INC | BSY | 1,098,176 | $43.2M | 0.70% |
| 62 | AMETEK INC | AME | 240,667 | $41.4M | 0.67% |
| 63 | SAIA INC | SAIA | 116,400 | $40.7M | 0.65% |
| 64 | ENCOMPASS HEALTH CORP | EHC | 397,641 | $40.3M | 0.65% |
| 65 | FLOOR & DECOR HLDGS INC | FND | 499,707 | $40.2M | 0.65% |
| 66 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 192,139 | $39.8M | 0.64% |
| 67 | AZEK CO INC | 05478C105 | 801,229 | $39.2M | 0.63% |
| 68 | FAIR ISAAC CORP | FICO | 21,164 | $39.0M | 0.63% |
| 69 | VERTEX INC | VERX | 1,064,773 | $37.3M | 0.60% |
| 70 | PAYLOCITY HLDG CORP | PCTY | 197,957 | $37.1M | 0.60% |
| 71 | EQUIFAX INC | EFX | 150,483 | $36.7M | 0.59% |
| 72 | WORKIVA INC | WK | 472,851 | $35.9M | 0.58% |
| 73 | ACV AUCTIONS INC | ACVA | 2,533,258 | $35.7M | 0.57% |
| 74 | TETRA TECH INC NEW | TTEK | 1,175,224 | $34.4M | 0.55% |
| 75 | ADDUS HOMECARE CORP | ADUS | 345,840 | $34.2M | 0.55% |
| 76 | MARVELL TECHNOLOGY INC | MRVL | 543,290 | $33.5M | 0.54% |
| 77 | SAMSARA INC | IOT | 857,331 | $32.9M | 0.53% |
| 78 | WATSCO INC | WSO-B | 63,075 | $32.1M | 0.52% |
| 79 | NATIONAL STORAGE AFFILIATES | NSA-PB | 800,584 | $31.5M | 0.51% |
| 80 | VERONA PHARMA PLC | 925050106 | 496,551 | $31.5M | 0.51% |
| 81 | REPLIGEN CORP | RGEN | 235,987 | $30.0M | 0.48% |
| 82 | BOOT BARN HLDGS INC | BOOT | 279,284 | $30.0M | 0.48% |
| 83 | CLEARWATER ANALYTICS HLDGS I | CWAN | 1,102,500 | $29.5M | 0.48% |
| 84 | VERICEL CORP | VCEL | 652,465 | $29.1M | 0.47% |
| 85 | Q2 HLDGS INC | QTWO | 354,035 | $28.3M | 0.46% |
| 86 | PAR TECHNOLOGY CORP | PAR | 453,925 | $27.8M | 0.45% |
| 87 | KRYSTAL BIOTECH INC | KRYS | 142,183 | $25.6M | 0.41% |
| 88 | COMFORT SYS USA INC | 199908104 | 78,544 | $25.3M | 0.41% |
| 89 | XENON PHARMACEUTICALS INC | XENE | 745,551 | $25.0M | 0.40% |
| 90 | RBC BEARINGS INC | RBC | 76,619 | $24.7M | 0.40% |
| 91 | WARBY PARKER INC | WRBY | 1,345,037 | $24.5M | 0.39% |
| 92 | EXPONENT INC | EXPO | 298,860 | $24.2M | 0.39% |
| 93 | WILLSCOT HLDGS CORP | WSC | 869,030 | $24.2M | 0.39% |
| 94 | ITT INC | ITT | 186,288 | $24.1M | 0.39% |
| 95 | CONSTRUCTION PARTNERS INC | ROAD | 330,880 | $23.8M | 0.38% |
| 96 | INTAPP INC | INTA | 398,071 | $23.2M | 0.37% |
| 97 | VALVOLINE INC | VVV | 659,816 | $23.0M | 0.37% |
| 98 | EMBRAER S.A. | EMBJ | 474,472 | $21.9M | 0.35% |
| 99 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 170,150 | $21.6M | 0.35% |
| 100 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 213,722 | $21.5M | 0.35% |
| 101 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 715,640 | $21.2M | 0.34% |
| 102 | ONTO INNOVATION INC | ONTO | 170,825 | $20.7M | 0.33% |
| 103 | GLOBAL E ONLINE LTD | GLBE | 558,100 | $19.9M | 0.32% |
| 104 | MATADOR RES CO | MTDR | 389,403 | $19.9M | 0.32% |
| 105 | SYNAPTICS INC | SYNA | 301,410 | $19.2M | 0.31% |
| 106 | MYR GROUP INC DEL | MYRG | 168,257 | $19.0M | 0.31% |
| 107 | PJT PARTNERS INC | PJT | 132,852 | $18.3M | 0.29% |
| 108 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 891,088 | $18.2M | 0.29% |
| 109 | CHEFS WHSE INC | 163086101 | 331,436 | $18.1M | 0.29% |
| 110 | PAYMENTUS HOLDINGS INC | PAY | 675,612 | $17.6M | 0.28% |
| 111 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 78,215 | $17.6M | 0.28% |
| 112 | MAGNOLIA OIL & GAS CORP | MGY | 679,321 | $17.2M | 0.28% |
| 113 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 426,900 | $17.1M | 0.28% |
| 114 | JBT MAREL CORPORATION | JBTM | 136,696 | $16.7M | 0.27% |
| 115 | FTAI AVIATION LTD | FTAIN | 146,575 | $16.3M | 0.26% |
| 116 | INFINITY NAT RES INC | 456941103 | 862,971 | $16.2M | 0.26% |
| 117 | CACTUS INC | WHD | 343,341 | $15.7M | 0.25% |
| 118 | PURSUIT ATTRACTIONS AND HOSP | 92552R406 | 426,328 | $15.1M | 0.24% |
| 119 | KARMAN HLDGS INC | KRMN | 445,569 | $14.9M | 0.24% |
| 120 | SOLENO THERAPEUTICS INC | SLNO | 206,600 | $14.8M | 0.24% |
| 121 | MERUS N V | N5749R100 | 343,705 | $14.5M | 0.23% |
| 122 | BLOCK INC | BSQKZ | 261,265 | $14.2M | 0.23% |
| 123 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 1,719,863 | $13.9M | 0.22% |
| 124 | EXCELERATE ENERGY INC | EE | 478,093 | $13.7M | 0.22% |
| 125 | KULICKE & SOFFA INDS INC | 501242101 | 411,375 | $13.6M | 0.22% |
| 126 | MVB FINL CORP | 553810102 | 775,770 | $13.4M | 0.22% |
| 127 | ASGN INC | ASGN | 203,200 | $12.8M | 0.21% |
| 128 | MEDIAALPHA INC | MAX | 1,372,174 | $12.7M | 0.20% |
| 129 | CG ONCOLOGY INC | CGON | 517,258 | $12.7M | 0.20% |
| 130 | FRESHPET INC | FRPT | 141,800 | $11.8M | 0.19% |
| 131 | VAXCYTE INC | PCVX | 281,863 | $10.6M | 0.17% |
| 132 | CERIBELL INC | CBLL | 536,829 | $10.3M | 0.17% |
| 133 | ARCOS DORADOS HOLDINGS INC | ARCO | 1,097,240 | $8.8M | 0.14% |
| 134 | NOVA LTD | NVMI | 47,270 | $8.7M | 0.14% |
| 135 | WEBSTER FINL CORP | 947890109 | 70,650 | $3.6M | 0.06% |
| 136 | CLEAN HARBORS INC | CLH | 9,670 | $1.9M | 0.03% |
| 137 | WESCO INTL INC | 95082P105 | 10,800 | $1.7M | 0.03% |
| 138 | BRUNSWICK CORP | BC-PC | 26,430 | $1.4M | 0.02% |
| 139 | HENRY JACK & ASSOC INC | 426281101 | 6,950 | $1.3M | 0.02% |
| 140 | ASTERA LABS INC | ALAB | 20,520 | $1.2M | 0.02% |
| 141 | PATRIA INVESTMENTS LIMITED | PAX | 59,000 | $666,110 | 0.01% |
| 142 | VTEX | VTEX | 130,400 | $661,128 | 0.01% |