13F COMBINATION REPORT
TimesSquare Capital Management, LLC
Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0000950123-25-007295
Total Value
$6.93B
Positions
145
Other Managers
2
Confidential Omitted
No
Holdings (145)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EMCOR GROUP INC | EME | 280,482 | $150.0M | 2.16% |
| 2 | JFROG LTD | FROG | 3,401,292 | $149.2M | 2.15% |
| 3 | CENCORA INC | COR | 465,893 | $139.7M | 2.01% |
| 4 | HUBSPOT INC | HUBS | 239,598 | $133.4M | 1.92% |
| 5 | VEEVA SYS INC | VEEV | 452,758 | $130.4M | 1.88% |
| 6 | BJS WHSL CLUB HLDGS INC | 05550J101 | 1,171,100 | $126.3M | 1.82% |
| 7 | CHENIERE ENERGY INC | LNG | 512,680 | $124.8M | 1.80% |
| 8 | CYBERARK SOFTWARE LTD | M2682V108 | 305,448 | $124.3M | 1.79% |
| 9 | REGAL REXNORD CORPORATION | RRX | 851,809 | $123.5M | 1.78% |
| 10 | VERISK ANALYTICS INC | VRSK | 381,405 | $118.8M | 1.71% |
| 11 | MONOLITHIC PWR SYS INC | 609839105 | 147,907 | $108.2M | 1.56% |
| 12 | IDEXX LABS INC | 45168D104 | 201,276 | $108.0M | 1.56% |
| 13 | AXON ENTERPRISE INC | AXON | 128,714 | $106.6M | 1.54% |
| 14 | TPG INC | TPGXL | 1,870,616 | $98.1M | 1.41% |
| 15 | ROBINHOOD MKTS INC | 770700102 | 1,031,253 | $96.6M | 1.39% |
| 16 | OREILLY AUTOMOTIVE INC | 67103H107 | 1,043,960 | $94.1M | 1.36% |
| 17 | SERVICETITAN INC | TTAN | 850,453 | $91.2M | 1.31% |
| 18 | APPLOVIN CORP | APP | 259,661 | $90.9M | 1.31% |
| 19 | CINTAS CORP | CTAS | 407,803 | $90.9M | 1.31% |
| 20 | DOORDASH INC | DASH | 365,558 | $90.1M | 1.30% |
| 21 | ESAB CORPORATION | ESAB | 747,036 | $90.1M | 1.30% |
| 22 | GARTNER INC | IT | 221,884 | $89.7M | 1.29% |
| 23 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 1,590,275 | $88.1M | 1.27% |
| 24 | CURTISS WRIGHT CORP | CW | 180,167 | $88.0M | 1.27% |
| 25 | INSMED INC | INSM | 873,491 | $87.9M | 1.27% |
| 26 | STEVANATO GROUP S P A | STVN | 3,325,539 | $81.2M | 1.17% |
| 27 | PINTEREST INC | PINS | 2,212,175 | $79.3M | 1.14% |
| 28 | LATTICE SEMICONDUCTOR CORP | LSCC | 1,587,301 | $77.8M | 1.12% |
| 29 | DYNATRACE INC | DT | 1,383,654 | $76.4M | 1.10% |
| 30 | ONESTREAM INC | OS | 2,666,751 | $75.5M | 1.09% |
| 31 | ARGENX SE | ARGX | 133,580 | $73.6M | 1.06% |
| 32 | TRACTOR SUPPLY CO | TSCO | 1,360,795 | $71.8M | 1.04% |
| 33 | ALLSTATE CORP | ALL-PJ | 356,253 | $71.7M | 1.03% |
| 34 | WYNDHAM HOTELS & RESORTS INC | WH | 864,293 | $70.2M | 1.01% |
| 35 | LOAR HOLDINGS INC | LOAR | 776,729 | $66.9M | 0.97% |
| 36 | ROSS STORES INC | ROST | 521,852 | $66.6M | 0.96% |
| 37 | HEXCEL CORP NEW | 428291108 | 1,160,665 | $65.6M | 0.95% |
| 38 | COSTAR GROUP INC | CSGP | 810,196 | $65.1M | 0.94% |
| 39 | INSPIRE MED SYS INC | 457730109 | 499,199 | $64.8M | 0.93% |
| 40 | TYLER TECHNOLOGIES INC | TYL | 108,497 | $64.3M | 0.93% |
| 41 | PERFORMANCE FOOD GROUP CO | PFGC | 690,125 | $60.4M | 0.87% |
| 42 | MARTIN MARIETTA MATLS INC | 573284106 | 107,445 | $59.0M | 0.85% |
| 43 | CASELLA WASTE SYS INC | CWST | 501,029 | $57.8M | 0.83% |
| 44 | TRIMBLE INC | TRMB | 758,055 | $57.6M | 0.83% |
| 45 | WASTE CONNECTIONS INC | WCN | 308,062 | $57.5M | 0.83% |
| 46 | BENTLEY SYS INC | BSY | 1,059,490 | $57.2M | 0.82% |
| 47 | SAMSARA INC | IOT | 1,431,409 | $56.9M | 0.82% |
| 48 | TARGA RES CORP | TRGP | 315,360 | $54.9M | 0.79% |
| 49 | ELASTIC N V | ESTC | 636,920 | $53.7M | 0.77% |
| 50 | POOL CORP | POOL | 182,175 | $53.1M | 0.77% |
| 51 | NICE LTD | NCSYF | 309,985 | $52.4M | 0.76% |
| 52 | GFL ENVIRONMENTAL INC | GFL | 1,029,096 | $51.9M | 0.75% |
| 53 | BROWN & BROWN INC | BRO | 449,542 | $49.8M | 0.72% |
| 54 | RPM INTL INC | 749685103 | 453,589 | $49.8M | 0.72% |
| 55 | VICTORY CAP HLDGS INC | 92645B103 | 778,273 | $49.6M | 0.71% |
| 56 | MARVELL TECHNOLOGY INC | MRVL | 624,195 | $48.3M | 0.70% |
| 57 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 195,479 | $47.5M | 0.68% |
| 58 | AMETEK INC | AME | 259,937 | $47.0M | 0.68% |
| 59 | VERONA PHARMA PLC | 925050106 | 493,603 | $46.7M | 0.67% |
| 60 | CARLISLE COS INC | 142339100 | 123,240 | $46.0M | 0.66% |
| 61 | ADDUS HOMECARE CORP | ADUS | 394,047 | $45.4M | 0.65% |
| 62 | PERMIAN RESOURCES CORP | PR | 3,286,931 | $44.8M | 0.65% |
| 63 | SAFETY INS GROUP INC | 78648T100 | 552,680 | $43.9M | 0.63% |
| 64 | RENAISSANCERE HLDGS LTD | RNR-PG | 180,032 | $43.7M | 0.63% |
| 65 | FAIR ISAAC CORP | FICO | 23,464 | $42.9M | 0.62% |
| 66 | AMPHENOL CORP NEW | 032095101 | 430,582 | $42.5M | 0.61% |
| 67 | HAMILTON LANE INC | HLNE | 296,348 | $42.1M | 0.61% |
| 68 | ENCOMPASS HEALTH CORP | EHC | 338,269 | $41.5M | 0.60% |
| 69 | JBT MAREL CORPORATION | JBTM | 338,345 | $40.7M | 0.59% |
| 70 | AZEK CO INC | 05478C105 | 747,116 | $40.6M | 0.59% |
| 71 | CROWDSTRIKE HLDGS INC | CRWD | 78,153 | $39.8M | 0.57% |
| 72 | FLOOR & DECOR HLDGS INC | FND | 508,642 | $38.6M | 0.56% |
| 73 | ACV AUCTIONS INC | ACVA | 2,349,198 | $38.1M | 0.55% |
| 74 | VERTEX INC | VERX | 1,067,825 | $37.7M | 0.54% |
| 75 | TETRA TECH INC NEW | TTEK | 1,047,796 | $37.7M | 0.54% |
| 76 | PAYLOCITY HLDG CORP | PCTY | 201,642 | $36.5M | 0.53% |
| 77 | ITT INC | ITT | 218,500 | $34.3M | 0.49% |
| 78 | Q2 HLDGS INC | QTWO | 363,374 | $34.0M | 0.49% |
| 79 | VALVOLINE INC | VVV | 894,243 | $33.9M | 0.49% |
| 80 | SAIA INC | SAIA | 121,315 | $33.2M | 0.48% |
| 81 | COMFORT SYS USA INC | 199908104 | 61,710 | $33.1M | 0.48% |
| 82 | WATSCO INC | WSO-B | 74,855 | $33.1M | 0.48% |
| 83 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 353,000 | $32.7M | 0.47% |
| 84 | PAR TECHNOLOGY CORP | PAR | 464,914 | $32.3M | 0.47% |
| 85 | EQUIFAX INC | EFX | 124,268 | $32.2M | 0.46% |
| 86 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 690,491 | $32.1M | 0.46% |
| 87 | VERICEL CORP | VCEL | 743,389 | $31.6M | 0.46% |
| 88 | WORKIVA INC | WK | 459,586 | $31.5M | 0.45% |
| 89 | REPLIGEN CORP | RGEN | 240,231 | $29.9M | 0.43% |
| 90 | CLEARWATER ANALYTICS HLDGS I | CWAN | 1,360,316 | $29.8M | 0.43% |
| 91 | EVERCORE INC | EVR | 105,350 | $28.4M | 0.41% |
| 92 | CHEFS WHSE INC | 163086101 | 440,877 | $28.1M | 0.41% |
| 93 | MYR GROUP INC DEL | MYRG | 154,300 | $28.0M | 0.40% |
| 94 | FLUTTER ENTMT PLC | G3643J108 | 96,142 | $27.5M | 0.40% |
| 95 | RBC BEARINGS INC | RBC | 70,498 | $27.1M | 0.39% |
| 96 | INTAPP INC | INTA | 513,250 | $26.5M | 0.38% |
| 97 | CONSTRUCTION PARTNERS INC | ROAD | 248,935 | $26.5M | 0.38% |
| 98 | BOOT BARN HLDGS INC | BOOT | 173,260 | $26.3M | 0.38% |
| 99 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 180,619 | $25.9M | 0.37% |
| 100 | PAYMENTUS HOLDINGS INC | PAY | 781,609 | $25.6M | 0.37% |
| 101 | NATIONAL STORAGE AFFILIATES | NSA-PB | 760,913 | $24.3M | 0.35% |
| 102 | ISHARES TR | 464287648 | 85,000 | $24.3M | 0.35% |
| 103 | WARBY PARKER INC | WRBY | 1,101,561 | $24.2M | 0.35% |
| 104 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 179,000 | $23.6M | 0.34% |
| 105 | EMBRAER S.A. | EMBJ | 411,647 | $23.4M | 0.34% |
| 106 | PJT PARTNERS INC | PJT | 139,941 | $23.1M | 0.33% |
| 107 | PARSONS CORP DEL | PSN | 314,120 | $22.5M | 0.33% |
| 108 | WILLSCOT HLDGS CORP | WSC | 815,661 | $22.3M | 0.32% |
| 109 | CHART INDS INC | 16115Q308 | 134,006 | $22.1M | 0.32% |
| 110 | EXPONENT INC | EXPO | 292,539 | $21.9M | 0.32% |
| 111 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 171,648 | $21.2M | 0.31% |
| 112 | EXCELERATE ENERGY INC | EE | 716,352 | $21.0M | 0.30% |
| 113 | SOLENO THERAPEUTICS INC | SLNO | 247,369 | $20.7M | 0.30% |
| 114 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 86,434 | $20.1M | 0.29% |
| 115 | FTAI AVIATION LTD | FTAIN | 174,147 | $20.0M | 0.29% |
| 116 | MATADOR RES CO | MTDR | 388,632 | $18.5M | 0.27% |
| 117 | GLOBAL E ONLINE LTD | GLBE | 550,973 | $18.5M | 0.27% |
| 118 | BLOCK INC | BSQKZ | 264,975 | $18.0M | 0.26% |
| 119 | XENON PHARMACEUTICALS INC | XENE | 571,242 | $17.9M | 0.26% |
| 120 | GUARDIAN PHARMACY SVCS INC | 40145W101 | 814,223 | $17.4M | 0.25% |
| 121 | KARMAN HLDGS INC | KRMN | 335,060 | $16.9M | 0.24% |
| 122 | CARPENTER TECHNOLOGY CORP | CRS | 60,622 | $16.8M | 0.24% |
| 123 | INFINITY NAT RES INC | 456941103 | 883,504 | $16.2M | 0.23% |
| 124 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 872,537 | $15.8M | 0.23% |
| 125 | KRYSTAL BIOTECH INC | KRYS | 114,204 | $15.7M | 0.23% |
| 126 | MAGNOLIA OIL & GAS CORP | MGY | 691,959 | $15.6M | 0.22% |
| 127 | CERIBELL INC | CBLL | 796,945 | $14.9M | 0.22% |
| 128 | BRAZE INC | BRZE | 500,745 | $14.1M | 0.20% |
| 129 | MVB FINL CORP | 553810102 | 594,548 | $13.4M | 0.19% |
| 130 | CG ONCOLOGY INC | CGON | 512,201 | $13.3M | 0.19% |
| 131 | NOVA LTD | NVMI | 48,130 | $13.2M | 0.19% |
| 132 | MERUS N V | N5749R100 | 242,698 | $12.8M | 0.18% |
| 133 | PURSUIT ATTRACTIONS AND HOSP | 92552R406 | 439,793 | $12.7M | 0.18% |
| 134 | FRESHPET INC | FRPT | 179,324 | $12.2M | 0.18% |
| 135 | ONTO INNOVATION INC | ONTO | 119,487 | $12.1M | 0.17% |
| 136 | CACTUS INC | WHD | 262,778 | $11.5M | 0.17% |
| 137 | IRHYTHM TECHNOLOGIES INC | IRTC | 71,660 | $11.0M | 0.16% |
| 138 | ASGN INC | ASGN | 207,482 | $10.4M | 0.15% |
| 139 | ARCOS DORADOS HOLDINGS INC | ARCO | 873,702 | $6.9M | 0.10% |
| 140 | SITIME CORP | SITM | 23,720 | $5.1M | 0.07% |
| 141 | CLEAN HARBORS INC | CLH | 6,770 | $1.6M | 0.02% |
| 142 | WEBSTER FINL CORP | 947890109 | 22,601 | $1.2M | 0.02% |
| 143 | JAMES HARDIE INDS PLC | 47030M106 | 400 | $10,756 | 0.00% |
| 144 | WESCO INTL INC | 95082P105 | 30 | $5,556 | 0.00% |
| 145 | ASTERA LABS INC | ALAB | 60 | $5,425 | 0.00% |