13F COMBINATION REPORT
TimesSquare Capital Management, LLC
Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001193125-25-270944
Total Value
$7.0M
Positions
156
Other Managers
2
Confidential Omitted
No
Holdings (156)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EMCOR GROUP INC | EME | 264,237 | $171.6M | 2.45% |
| 2 | CENCORA INC | COR | 443,601 | $138.6M | 1.98% |
| 3 | JFROG LTD | FROG | 2,896,005 | $137.1M | 1.96% |
| 4 | MONOLITHIC PWR SYS INC | 609839105 | 141,011 | $129.8M | 1.86% |
| 5 | VEEVA SYS INC | VEEV | 433,034 | $129.0M | 1.84% |
| 6 | IDEXX LABS INC | 45168D104 | 192,938 | $123.3M | 1.76% |
| 7 | CYBERARK SOFTWARE LTD | M2682V108 | 252,174 | $121.8M | 1.74% |
| 8 | CHENIERE ENERGY INC | LNG | 490,306 | $115.2M | 1.65% |
| 9 | KARMAN HLDGS INC | KRMN | 1,546,905 | $111.7M | 1.60% |
| 10 | HUBSPOT INC | HUBS | 230,400 | $107.8M | 1.54% |
| 11 | OREILLY AUTOMOTIVE INC | 67103H107 | 993,180 | $107.1M | 1.53% |
| 12 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 1,545,356 | $106.3M | 1.52% |
| 13 | LATTICE SEMICONDUCTOR CORP | LSCC | 1,425,948 | $104.6M | 1.50% |
| 14 | REGAL REXNORD CORPORATION | RRX | 719,093 | $103.1M | 1.48% |
| 15 | BJS WHSL CLUB HLDGS INC | 05550J101 | 1,084,359 | $101.1M | 1.45% |
| 16 | TPG INC | TPGXL | 1,706,515 | $98.0M | 1.40% |
| 17 | ROBINHOOD MKTS INC | 770700102 | 681,371 | $97.6M | 1.40% |
| 18 | VERISK ANALYTICS INC | VRSK | 382,764 | $96.3M | 1.38% |
| 19 | FLUTTER ENTMT PLC | G3643J108 | 378,878 | $96.2M | 1.38% |
| 20 | DOORDASH INC | DASH | 350,083 | $95.2M | 1.36% |
| 21 | CURTISS WRIGHT CORP | CW | 173,547 | $94.2M | 1.35% |
| 22 | ARGENX SE | ARGX | 127,530 | $94.1M | 1.35% |
| 23 | SERVICETITAN INC | TTAN | 905,704 | $91.3M | 1.31% |
| 24 | AXON ENTERPRISE INC | AXON | 123,304 | $88.5M | 1.27% |
| 25 | STEVANATO GROUP S P A | STVN | 3,267,676 | $84.1M | 1.20% |
| 26 | ROSS STORES INC | ROST | 534,247 | $81.4M | 1.16% |
| 27 | CINTAS CORP | CTAS | 388,889 | $79.8M | 1.14% |
| 28 | ESAB CORPORATION | ESAB | 696,251 | $77.8M | 1.11% |
| 29 | NRG ENERGY INC | NRG | 471,845 | $76.4M | 1.09% |
| 30 | CARPENTER TECHNOLOGY CORP | CRS | 306,970 | $75.4M | 1.08% |
| 31 | TRACTOR SUPPLY CO | TSCO | 1,283,150 | $73.0M | 1.04% |
| 32 | LOAR HOLDINGS INC | LOAR | 907,093 | $72.6M | 1.04% |
| 33 | WYNDHAM HOTELS & RESORTS INC | WH | 885,314 | $70.7M | 1.01% |
| 34 | APPLOVIN CORP | APP | 98,007 | $70.4M | 1.01% |
| 35 | PERFORMANCE FOOD GROUP CO | PFGC | 662,385 | $68.9M | 0.99% |
| 36 | PINTEREST INC | PINS | 2,127,285 | $68.4M | 0.98% |
| 37 | COSTAR GROUP INC | CSGP | 806,531 | $68.0M | 0.97% |
| 38 | DYNATRACE INC | DT | 1,320,784 | $64.0M | 0.92% |
| 39 | NETSKOPE INC | NTSK | 2,720,346 | $61.8M | 0.88% |
| 40 | INSMED INC | INSM | 425,085 | $61.2M | 0.88% |
| 41 | MARTIN MARIETTA MATLS INC | 573284106 | 95,704 | $60.3M | 0.86% |
| 42 | TRIMBLE INC | TRMB | 724,985 | $59.2M | 0.85% |
| 43 | ALLSTATE CORP | ALL-PJ | 272,438 | $58.5M | 0.84% |
| 44 | CASELLA WASTE SYS INC | CWST | 609,175 | $57.8M | 0.83% |
| 45 | ELASTIC N V | ESTC | 672,175 | $56.8M | 0.81% |
| 46 | TYLER TECHNOLOGIES INC | TYL | 103,789 | $54.3M | 0.78% |
| 47 | GFL ENVIRONMENTAL INC | GFL | 1,087,968 | $51.5M | 0.74% |
| 48 | AMPHENOL CORP NEW | 032095101 | 409,189 | $50.6M | 0.72% |
| 49 | SAMSARA INC | IOT | 1,357,583 | $50.6M | 0.72% |
| 50 | BENTLEY SYS INC | BSY | 981,375 | $50.5M | 0.72% |
| 51 | MARVELL TECHNOLOGY INC | MRVL | 600,187 | $50.5M | 0.72% |
| 52 | EVERCORE INC | EVR | 148,686 | $50.2M | 0.72% |
| 53 | FAIR ISAAC CORP | FICO | 33,164 | $49.6M | 0.71% |
| 54 | ADDUS HOMECARE CORP | ADUS | 418,348 | $49.4M | 0.71% |
| 55 | VICTORY CAP HLDGS INC | 92645B103 | 759,502 | $49.2M | 0.70% |
| 56 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 1,970,972 | $48.5M | 0.69% |
| 57 | REPLIGEN CORP | RGEN | 362,129 | $48.4M | 0.69% |
| 58 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 187,259 | $48.4M | 0.69% |
| 59 | JBT MAREL CORPORATION | JBTM | 335,407 | $47.1M | 0.67% |
| 60 | ONESTREAM INC | OS | 2,545,548 | $46.9M | 0.67% |
| 61 | AMETEK INC | AME | 248,055 | $46.6M | 0.67% |
| 62 | WASTE CONNECTIONS INC | WCN | 262,280 | $46.1M | 0.66% |
| 63 | ENCOMPASS HEALTH CORP | EHC | 362,603 | $46.1M | 0.66% |
| 64 | BROWN & BROWN INC | BRO | 489,570 | $45.9M | 0.66% |
| 65 | WORKIVA INC | WK | 513,503 | $44.2M | 0.63% |
| 66 | NICE LTD | NCSYF | 294,422 | $42.6M | 0.61% |
| 67 | HAMILTON LANE INC | HLNE | 313,160 | $42.2M | 0.60% |
| 68 | SITIME CORP | SITM | 131,700 | $39.7M | 0.57% |
| 69 | TARGA RES CORP | TRGP | 234,390 | $39.3M | 0.56% |
| 70 | ITT INC | ITT | 205,500 | $36.7M | 0.53% |
| 71 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 250,300 | $36.4M | 0.52% |
| 72 | FLOOR & DECOR HLDGS INC | FND | 487,440 | $35.9M | 0.51% |
| 73 | SAFETY INS GROUP INC | 78648T100 | 500,272 | $35.4M | 0.51% |
| 74 | POOL CORP | POOL | 108,430 | $33.6M | 0.48% |
| 75 | CARLISLE COS INC | 142339100 | 101,073 | $33.2M | 0.48% |
| 76 | VALVOLINE INC | VVV | 922,502 | $33.1M | 0.47% |
| 77 | MYR GROUP INC DEL | MYRG | 156,456 | $32.5M | 0.47% |
| 78 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 348,500 | $31.8M | 0.46% |
| 79 | JAMES HARDIE INDS PLC | G4253H101 | 1,601,731 | $30.8M | 0.44% |
| 80 | CHEFS WHSE INC | 163086101 | 524,638 | $30.6M | 0.44% |
| 81 | EQUIFAX INC | EFX | 118,778 | $30.5M | 0.44% |
| 82 | PURSUIT ATTRACTIONS AND HOSP | 92552R406 | 839,580 | $30.4M | 0.43% |
| 83 | PERMIAN RESOURCES CORP | PR | 2,359,511 | $30.2M | 0.43% |
| 84 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 237,099 | $29.5M | 0.42% |
| 85 | WATSCO INC | WSO-B | 71,917 | $29.1M | 0.42% |
| 86 | BOOT BARN HLDGS INC | BOOT | 174,895 | $29.0M | 0.41% |
| 87 | PIPER SANDLER COMPANIES | PIPR | 82,860 | $28.8M | 0.41% |
| 88 | PARSONS CORP DEL | PSN | 345,115 | $28.6M | 0.41% |
| 89 | Q2 HLDGS INC | QTWO | 385,119 | $27.9M | 0.40% |
| 90 | WARBY PARKER INC | WRBY | 1,008,675 | $27.8M | 0.40% |
| 91 | ONTO INNOVATION INC | ONTO | 214,331 | $27.7M | 0.40% |
| 92 | RBC BEARINGS INC | RBC | 70,663 | $27.6M | 0.39% |
| 93 | VERTEX INC | VERX | 1,091,262 | $27.1M | 0.39% |
| 94 | CONSTRUCTION PARTNERS INC | ROAD | 208,046 | $26.4M | 0.38% |
| 95 | VERICEL CORP | VCEL | 836,861 | $26.3M | 0.38% |
| 96 | BRAZE INC | BRZE | 905,503 | $25.8M | 0.37% |
| 97 | SOLENO THERAPEUTICS INC | SLNO | 377,566 | $25.5M | 0.36% |
| 98 | SNOWFLAKE INC | SNOW | 112,525 | $25.4M | 0.36% |
| 99 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 96,775 | $25.3M | 0.36% |
| 100 | CLEARWATER ANALYTICS HLDGS I | CWAN | 1,378,204 | $24.8M | 0.36% |
| 101 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 837,368 | $23.8M | 0.34% |
| 102 | PAYMENTUS HOLDINGS INC | PAY | 774,593 | $23.7M | 0.34% |
| 103 | MIRION TECHNOLOGIES INC | MIR | 1,013,339 | $23.6M | 0.34% |
| 104 | PJT PARTNERS INC | PJT | 131,926 | $23.4M | 0.34% |
| 105 | EXCELERATE ENERGY INC | EE | 924,123 | $23.3M | 0.33% |
| 106 | GUARDIAN PHARMACY SVCS INC | 40145W101 | 860,173 | $22.6M | 0.32% |
| 107 | XENON PHARMACEUTICALS INC | XENE | 556,800 | $22.4M | 0.32% |
| 108 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 172,602 | $22.2M | 0.32% |
| 109 | MIRUM PHARMACEUTICALS INC | MIRM | 300,649 | $22.0M | 0.32% |
| 110 | CHART INDS INC | 16115Q308 | 109,771 | $22.0M | 0.31% |
| 111 | AMPLITUDE INC | AMPL | 2,044,965 | $21.9M | 0.31% |
| 112 | ACV AUCTIONS INC | ACVA | 2,208,768 | $21.9M | 0.31% |
| 113 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 200,475 | $21.8M | 0.31% |
| 114 | NATIONAL STORAGE AFFILIATES | NSA-PB | 713,952 | $21.6M | 0.31% |
| 115 | HEXCEL CORP NEW | 428291108 | 335,712 | $21.0M | 0.30% |
| 116 | KRYSTAL BIOTECH INC | KRYS | 118,514 | $20.9M | 0.30% |
| 117 | INTAPP INC | INTA | 510,277 | $20.9M | 0.30% |
| 118 | GARTNER INC | IT | 79,023 | $20.8M | 0.30% |
| 119 | CG ONCOLOGY INC | CGON | 503,526 | $20.3M | 0.29% |
| 120 | PAYLOCITY HLDG CORP | PCTY | 125,462 | $20.0M | 0.29% |
| 121 | GLOBAL E ONLINE LTD | GLBE | 550,528 | $19.7M | 0.28% |
| 122 | LEGENCE CORP | LGN | 633,642 | $19.5M | 0.28% |
| 123 | CROWDSTRIKE HLDGS INC | CRWD | 39,653 | $19.4M | 0.28% |
| 124 | EMBRAER S.A. | EMBJ | 306,546 | $18.5M | 0.26% |
| 125 | PAR TECHNOLOGY CORP | PAR | 460,329 | $18.2M | 0.26% |
| 126 | UNIFIRST CORP MASS | UNF | 108,720 | $18.2M | 0.26% |
| 127 | MATADOR RES CO | MTDR | 393,232 | $17.7M | 0.25% |
| 128 | WILLSCOT HLDGS CORP | WSC | 816,491 | $17.2M | 0.25% |
| 129 | TETRA TECH INC NEW | TTEK | 495,020 | $16.5M | 0.24% |
| 130 | ISHARES TR | 464287648 | 51,100 | $16.4M | 0.23% |
| 131 | URANIUM ENERGY CORP | UEC | 1,216,745 | $16.2M | 0.23% |
| 132 | TARSUS PHARMACEUTICALS INC | TARS | 267,505 | $15.9M | 0.23% |
| 133 | MERUS N V | N5749R100 | 166,002 | $15.6M | 0.22% |
| 134 | BLOOM ENERGY CORP | BE | 175,068 | $14.8M | 0.21% |
| 135 | NOVA LTD | NVMI | 39,570 | $12.6M | 0.18% |
| 136 | DISC MEDICINE INC | IRON | 182,170 | $12.0M | 0.17% |
| 137 | IRHYTHM TECHNOLOGIES INC | IRTC | 67,317 | $11.6M | 0.17% |
| 138 | CELLEBRITE DI LTD | CLBT | 605,362 | $11.2M | 0.16% |
| 139 | ABIVAX SA | AAVXF | 128,023 | $10.9M | 0.16% |
| 140 | INFINITY NAT RES INC | 456941103 | 824,936 | $10.8M | 0.15% |
| 141 | CACTUS INC | WHD | 259,718 | $10.3M | 0.15% |
| 142 | CERIBELL INC | CBLL | 817,645 | $9.4M | 0.13% |
| 143 | ASGN INC | ASGN | 196,042 | $9.3M | 0.13% |
| 144 | NIQ GLOBAL INTELLIGENCE PLC | NIQ | 589,100 | $9.2M | 0.13% |
| 145 | STERLING INFRASTRUCTURE INC | STRL | 23,600 | $8.0M | 0.11% |
| 146 | VERONA PHARMA PLC | 925050106 | 63,430 | $6.8M | 0.10% |
| 147 | SHOULDER INNOVATIONS INC | SI | 382,367 | $4.8M | 0.07% |
| 148 | ARCOS DORADOS HOLDINGS INC | ARCO | 656,752 | $4.4M | 0.06% |
| 149 | WINGSTOP INC | WING | 9,227 | $2.3M | 0.03% |
| 150 | CLEAN HARBORS INC | CLH | 6,770 | $1.6M | 0.02% |
| 151 | COMFORT SYS USA INC | 199908104 | 1,645 | $1.4M | 0.02% |
| 152 | WEBSTER FINL CORP | 947890109 | 22,661 | $1.3M | 0.02% |
| 153 | RENAISSANCERE HLDGS LTD | RNR-PG | 3,851 | $977,884 | 0.01% |
| 154 | SAIA INC | SAIA | 2,510 | $751,394 | 0.01% |
| 155 | VIA TRANSN INC | 92556W104 | 14,900 | $716,392 | 0.01% |
| 156 | WESCO INTL INC | 95082P105 | 40 | $8,460 | 0.00% |