13F COMBINATION REPORT
TimesSquare Capital Management, LLC
Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0001193125-26-040254
Total Value
$6.64B
Positions
148
Other Managers
2
Confidential Omitted
No
Holdings (148)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JFROG LTD | FROG | 2,495,193 | $155.8M | 2.35% |
| 2 | EMCOR GROUP INC | EME | 250,641 | $153.3M | 2.31% |
| 3 | CENCORA INC | COR | 423,026 | $142.9M | 2.15% |
| 4 | MONOLITHIC PWR SYS INC | 609839105 | 140,279 | $127.1M | 1.92% |
| 5 | KARMAN HLDGS INC | KRMN | 1,602,008 | $117.2M | 1.77% |
| 6 | IDEXX LABS INC | 45168D104 | 167,251 | $113.2M | 1.70% |
| 7 | LATTICE SEMICONDUCTOR CORP | LSCC | 1,474,949 | $108.5M | 1.63% |
| 8 | CYBERARK SOFTWARE LTD | M2682V108 | 241,397 | $107.7M | 1.62% |
| 9 | TPG INC | TPGXL | 1,684,070 | $107.5M | 1.62% |
| 10 | ESAB CORPORATION | ESAB | 959,101 | $107.2M | 1.61% |
| 11 | AXON ENTERPRISE INC | AXON | 165,530 | $94.0M | 1.42% |
| 12 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 1,457,511 | $93.7M | 1.41% |
| 13 | CARPENTER TECHNOLOGY CORP | CRS | 297,460 | $93.7M | 1.41% |
| 14 | SERVICETITAN INC | TTAN | 864,582 | $92.1M | 1.39% |
| 15 | VEEVA SYS INC | VEEV | 411,769 | $91.9M | 1.38% |
| 16 | ARGENX SE | ARGX | 108,509 | $91.3M | 1.37% |
| 17 | CURTISS WRIGHT CORP | CW | 164,677 | $90.8M | 1.37% |
| 18 | CHENIERE ENERGY INC | LNG | 463,761 | $90.2M | 1.36% |
| 19 | HUBSPOT INC | HUBS | 218,039 | $87.5M | 1.32% |
| 20 | OREILLY AUTOMOTIVE INC | 67103H107 | 948,115 | $86.5M | 1.30% |
| 21 | FLUTTER ENTMT PLC | G3643J108 | 399,081 | $85.8M | 1.29% |
| 22 | INSMED INC | INSM | 490,506 | $85.4M | 1.29% |
| 23 | NRG ENERGY INC | NRG | 523,205 | $83.3M | 1.26% |
| 24 | VERISK ANALYTICS INC | VRSK | 365,304 | $81.7M | 1.23% |
| 25 | BJS WHSL CLUB HLDGS INC | 05550J101 | 865,901 | $78.0M | 1.17% |
| 26 | REGAL REXNORD CORPORATION | RRX | 555,401 | $77.9M | 1.17% |
| 27 | PERFORMANCE FOOD GROUP CO | PFGC | 853,970 | $76.8M | 1.16% |
| 28 | ROSS STORES INC | ROST | 423,368 | $76.3M | 1.15% |
| 29 | TRACTOR SUPPLY CO | TSCO | 1,509,725 | $75.5M | 1.14% |
| 30 | DOORDASH INC | DASH | 329,443 | $74.6M | 1.12% |
| 31 | REPLIGEN CORP | RGEN | 435,687 | $71.4M | 1.08% |
| 32 | STEVANATO GROUP S P A | STVN | 3,500,321 | $70.4M | 1.06% |
| 33 | CINTAS CORP | CTAS | 365,994 | $68.8M | 1.04% |
| 34 | CBRE GROUP INC | CBRE | 402,562 | $64.7M | 0.98% |
| 35 | TARGA RES CORP | TRGP | 350,223 | $64.6M | 0.97% |
| 36 | LOAR HOLDINGS INC | LOAR | 882,280 | $60.0M | 0.90% |
| 37 | GENIUS SPORTS LIMITED | GENI | 5,431,145 | $59.9M | 0.90% |
| 38 | CASELLA WASTE SYS INC | CWST | 597,810 | $58.5M | 0.88% |
| 39 | WYNDHAM HOTELS & RESORTS INC | WH | 760,561 | $57.5M | 0.87% |
| 40 | ROBINHOOD MKTS INC | 770700102 | 507,601 | $57.4M | 0.86% |
| 41 | EVERCORE INC | EVR | 168,674 | $57.4M | 0.86% |
| 42 | MARTIN MARIETTA MATLS INC | 573284106 | 91,094 | $56.7M | 0.85% |
| 43 | DYNATRACE INC | DT | 1,271,294 | $55.1M | 0.83% |
| 44 | NETSKOPE INC | NTSK | 3,135,851 | $55.0M | 0.83% |
| 45 | FAIR ISAAC CORP | FICO | 32,240 | $54.5M | 0.82% |
| 46 | COSTAR GROUP INC | CSGP | 809,321 | $54.4M | 0.82% |
| 47 | TRIMBLE INC | TRMB | 690,280 | $54.1M | 0.81% |
| 48 | PINTEREST INC | PINS | 2,025,180 | $52.4M | 0.79% |
| 49 | TYLER TECHNOLOGIES INC | TYL | 111,702 | $50.7M | 0.76% |
| 50 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 195,119 | $50.0M | 0.75% |
| 51 | ONESTREAM INC | OS | 2,668,307 | $49.0M | 0.74% |
| 52 | AMETEK INC | AME | 236,650 | $48.6M | 0.73% |
| 53 | GFL ENVIRONMENTAL INC | GFL | 1,125,123 | $48.3M | 0.73% |
| 54 | ELASTIC N V | ESTC | 639,662 | $48.3M | 0.73% |
| 55 | COMFORT SYS USA INC | 199908104 | 51,220 | $47.8M | 0.72% |
| 56 | SAMSARA INC | IOT | 1,320,028 | $46.8M | 0.70% |
| 57 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 2,068,797 | $46.2M | 0.70% |
| 58 | VICTORY CAP HLDGS INC | 92645B103 | 731,214 | $46.1M | 0.69% |
| 59 | SNOWFLAKE INC | SNOW | 209,653 | $46.0M | 0.69% |
| 60 | HAMILTON LANE INC | HLNE | 328,286 | $44.1M | 0.66% |
| 61 | AMPHENOL CORP NEW | 032095101 | 325,015 | $43.9M | 0.66% |
| 62 | WORKIVA INC | WK | 502,403 | $43.3M | 0.65% |
| 63 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 246,866 | $42.3M | 0.64% |
| 64 | JAMES HARDIE INDS PLC | G4253H101 | 2,003,166 | $41.6M | 0.63% |
| 65 | RBC BEARINGS INC | RBC | 90,579 | $40.6M | 0.61% |
| 66 | JBT MAREL CORPORATION | JBTM | 264,986 | $39.9M | 0.60% |
| 67 | ITT INC | ITT | 226,700 | $39.3M | 0.59% |
| 68 | ADDUS HOMECARE CORP | ADUS | 355,337 | $38.2M | 0.57% |
| 69 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 264,181 | $38.0M | 0.57% |
| 70 | ONTO INNOVATION INC | ONTO | 233,111 | $36.8M | 0.55% |
| 71 | ENCOMPASS HEALTH CORP | EHC | 346,288 | $36.8M | 0.55% |
| 72 | SITIME CORP | SITM | 103,423 | $36.5M | 0.55% |
| 73 | BENTLEY SYS INC | BSY | 951,055 | $36.3M | 0.55% |
| 74 | CHEFS WHSE INC | 163086101 | 548,853 | $34.2M | 0.52% |
| 75 | BROWN & BROWN INC | BRO | 409,702 | $32.7M | 0.49% |
| 76 | CASEYS GEN STORES INC | 147528103 | 58,531 | $32.4M | 0.49% |
| 77 | BRAZE INC | BRZE | 937,020 | $32.1M | 0.48% |
| 78 | NICE LTD | NCSYF | 282,632 | $31.9M | 0.48% |
| 79 | PIPER SANDLER COMPANIES | PIPR | 93,893 | $31.9M | 0.48% |
| 80 | MARVELL TECHNOLOGY INC | MRVL | 372,637 | $31.7M | 0.48% |
| 81 | GUARDIAN PHARMACY SVCS INC | 40145W101 | 1,048,136 | $31.5M | 0.48% |
| 82 | PERMIAN RESOURCES CORP | PR | 2,241,995 | $31.5M | 0.47% |
| 83 | MIRUM PHARMACEUTICALS INC | MIRM | 395,827 | $31.3M | 0.47% |
| 84 | PURSUIT ATTRACTIONS AND HOSP | 92552R406 | 927,024 | $31.2M | 0.47% |
| 85 | CLEARWATER ANALYTICS HLDGS I | CWAN | 1,293,807 | $31.2M | 0.47% |
| 86 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 120,716 | $31.0M | 0.47% |
| 87 | WARBY PARKER INC | WRBY | 1,353,554 | $29.5M | 0.44% |
| 88 | BLOOM ENERGY CORP | BE | 336,800 | $29.3M | 0.44% |
| 89 | AMPLITUDE INC | AMPL | 2,513,383 | $29.1M | 0.44% |
| 90 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 822,300 | $28.8M | 0.43% |
| 91 | CONSTRUCTION PARTNERS INC | ROAD | 265,373 | $28.8M | 0.43% |
| 92 | FLOOR & DECOR HLDGS INC | FND | 465,225 | $28.3M | 0.43% |
| 93 | WASTE CONNECTIONS INC | WCN | 160,296 | $28.1M | 0.42% |
| 94 | PAYLOCITY HLDG CORP | PCTY | 182,047 | $27.8M | 0.42% |
| 95 | INTAPP INC | INTA | 602,236 | $27.6M | 0.42% |
| 96 | TARSUS PHARMACEUTICALS INC | TARS | 332,446 | $27.2M | 0.41% |
| 97 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 246,235 | $27.0M | 0.41% |
| 98 | EXCELERATE ENERGY INC | EE | 949,723 | $26.6M | 0.40% |
| 99 | Q2 HLDGS INC | QTWO | 368,010 | $26.6M | 0.40% |
| 100 | VALVOLINE INC | VVV | 913,449 | $26.5M | 0.40% |
| 101 | EQUIFAX INC | EFX | 115,223 | $25.0M | 0.38% |
| 102 | KRYSTAL BIOTECH INC | KRYS | 97,400 | $24.0M | 0.36% |
| 103 | XENON PHARMACEUTICALS INC | XENE | 532,740 | $23.9M | 0.36% |
| 104 | PJT PARTNERS INC | PJT | 142,496 | $23.8M | 0.36% |
| 105 | EMBRAER S.A. | EMBJ | 362,131 | $23.3M | 0.35% |
| 106 | PAYMENTUS HOLDINGS INC | PAY | 736,827 | $23.3M | 0.35% |
| 107 | HEXCEL CORP NEW | 428291108 | 307,786 | $22.7M | 0.34% |
| 108 | VERICEL CORP | VCEL | 631,256 | $22.7M | 0.34% |
| 109 | STEPSTONE GROUP INC | STEP | 353,697 | $22.7M | 0.34% |
| 110 | MIRION TECHNOLOGIES INC | MIR | 967,261 | $22.7M | 0.34% |
| 111 | PARSONS CORP DEL | PSN | 353,430 | $21.8M | 0.33% |
| 112 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 286,531 | $21.8M | 0.33% |
| 113 | SAFETY INS GROUP INC | 78648T100 | 271,930 | $21.2M | 0.32% |
| 114 | GLOBAL E ONLINE LTD | GLBE | 521,118 | $20.5M | 0.31% |
| 115 | WINGSTOP INC | WING | 84,304 | $20.1M | 0.30% |
| 116 | NATIONAL STORAGE AFFILIATES | NSA-PB | 689,692 | $19.5M | 0.29% |
| 117 | URANIUM ENERGY CORP | UEC | 1,664,320 | $19.4M | 0.29% |
| 118 | BOOT BARN HLDGS INC | BOOT | 108,849 | $19.2M | 0.29% |
| 119 | UNIFIRST CORP MASS | UNF | 99,338 | $19.2M | 0.29% |
| 120 | LEGENCE CORP | LGN | 437,480 | $18.8M | 0.28% |
| 121 | CG ONCOLOGY INC | CGON | 426,019 | $17.7M | 0.27% |
| 122 | ABIVAX SA | AAVXF | 129,384 | $17.4M | 0.26% |
| 123 | CERIBELL INC | CBLL | 787,926 | $17.3M | 0.26% |
| 124 | MATADOR RES CO | MTDR | 383,007 | $16.3M | 0.24% |
| 125 | MYR GROUP INC DEL | MYRG | 74,301 | $16.2M | 0.24% |
| 126 | VERTEX INC | VERX | 766,222 | $15.3M | 0.23% |
| 127 | DISC MEDICINE INC | IRON | 187,777 | $14.9M | 0.22% |
| 128 | KYMERA THERAPEUTICS INC | KYMR | 189,900 | $14.8M | 0.22% |
| 129 | CARDINAL INFRASTRUCTURE GROU | CDNL | 604,300 | $14.6M | 0.22% |
| 130 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 142,486 | $14.4M | 0.22% |
| 131 | MINERALYS THERAPEUTICS INC | MLYS | 380,100 | $13.8M | 0.21% |
| 132 | CELLEBRITE DI LTD | CLBT | 715,992 | $12.9M | 0.19% |
| 133 | VERA THERAPEUTICS INC | VERA | 252,462 | $12.8M | 0.19% |
| 134 | NEPTUNE INS HLDGS INC | 64073B103 | 420,434 | $12.3M | 0.18% |
| 135 | STERLING INFRASTRUCTURE INC | STRL | 39,340 | $12.0M | 0.18% |
| 136 | CACTUS INC | WHD | 250,349 | $11.4M | 0.17% |
| 137 | NOVA LTD | NVMI | 34,600 | $11.4M | 0.17% |
| 138 | AXOGEN INC | AXGN | 336,847 | $11.0M | 0.17% |
| 139 | IRHYTHM TECHNOLOGIES INC | IRTC | 59,822 | $10.6M | 0.16% |
| 140 | CROWDSTRIKE HLDGS INC | CRWD | 21,277 | $10.0M | 0.15% |
| 141 | SHOULDER INNOVATIONS INC | SI | 289,850 | $4.1M | 0.06% |
| 142 | ARCOS DORADOS HOLDINGS INC | ARCO | 549,322 | $4.0M | 0.06% |
| 143 | 2023 ETF SERIES TRUST | 900934837 | 100,000 | $2.0M | 0.03% |
| 144 | CLEAN HARBORS INC | CLH | 6,770 | $1.6M | 0.02% |
| 145 | WEBSTER FINL CORP | 947890109 | 15,485 | $974,626 | 0.01% |
| 146 | SAIA INC | SAIA | 2,510 | $819,565 | 0.01% |
| 147 | RENAISSANCERE HLDGS LTD | RNR-PG | 2,594 | $729,329 | 0.01% |
| 148 | WESCO INTL INC | 95082P105 | 40 | $9,786 | 0.00% |