TimesSquare Capital Management as of March 31, 2025
Portfolio Holdings for TimesSquare Capital Management
TimesSquare Capital Management holds 142 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cyberark Software SHS (CYBR) | 2.5 | $155M | 457k | 338.00 | |
| AmerisourceBergen (COR) | 2.1 | $130M | 466k | 278.09 | |
| Hubspot (HUBS) | 2.0 | $125M | 218k | 571.29 | |
| Verisk Analytics (VRSK) | 1.9 | $120M | 401k | 297.62 | |
| Cheniere Energy Com New (LNG) | 1.9 | $117M | 504k | 231.40 | |
| Jfrog Ord Shs (FROG) | 1.9 | $116M | 3.6M | 32.00 | |
| Bj's Wholesale Club Holdings (BJ) | 1.8 | $111M | 969k | 114.10 | |
| Emcor (EME) | 1.7 | $105M | 284k | 369.63 | |
| Veeva Sys Cl A Com (VEEV) | 1.7 | $103M | 445k | 231.63 | |
| Servicetitan Shs Cl A (TTAN) | 1.6 | $99M | 1.0M | 95.11 | |
| Regal-beloit Corporation (RRX) | 1.6 | $99M | 871k | 113.85 | |
| O'reilly Automotive (ORLY) | 1.6 | $98M | 69k | 1432.58 | |
| Esab Corporation (ESAB) | 1.5 | $92M | 790k | 116.50 | |
| Gartner (IT) | 1.5 | $91M | 218k | 419.74 | |
| TPG Com Cl A (TPG) | 1.4 | $88M | 1.8M | 47.43 | |
| Applovin Corp Com Cl A (APP) | 1.4 | $85M | 321k | 264.97 | |
| Cintas Corporation (CTAS) | 1.4 | $84M | 410k | 205.53 | |
| Monolithic Power Systems (MPWR) | 1.4 | $84M | 145k | 579.98 | |
| IDEXX Laboratories (IDXX) | 1.3 | $83M | 198k | 419.95 | |
| Lattice Semiconductor (LSCC) | 1.3 | $82M | 1.6M | 52.45 | |
| Insmed Com Par $.01 (INSM) | 1.3 | $81M | 1.1M | 76.29 | |
| Allstate Corporation (ALL) | 1.2 | $77M | 371k | 207.07 | |
| Inspire Med Sys (INSP) | 1.2 | $76M | 476k | 159.28 | |
| Argenx Se Sponsored Adr (ARGX) | 1.2 | $74M | 125k | 591.87 | |
| Ross Stores (ROST) | 1.2 | $74M | 580k | 127.79 | |
| Loar Holdings Com Shs (LOAR) | 1.1 | $70M | 994k | 70.65 | |
| Stevanato Group S P A Ord Shs (STVN) | 1.1 | $69M | 3.4M | 20.42 | |
| Pinterest Cl A (PINS) | 1.1 | $68M | 2.2M | 31.00 | |
| Tractor Supply Company (TSCO) | 1.1 | $67M | 1.2M | 55.10 | |
| Doordash Cl A (DASH) | 1.1 | $66M | 359k | 182.77 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 1.0 | $65M | 392k | 165.59 | |
| Axon Enterprise (AXON) | 1.0 | $64M | 122k | 525.95 | |
| Dynatrace Com New (DT) | 1.0 | $64M | 1.4M | 47.15 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $64M | 182k | 352.58 | |
| Waste Connections (WCN) | 1.0 | $64M | 328k | 195.19 | |
| Hexcel Corporation (HXL) | 1.0 | $64M | 1.2M | 54.76 | |
| Curtiss-Wright (CW) | 1.0 | $63M | 199k | 317.27 | |
| Tyler Technologies (TYL) | 1.0 | $62M | 107k | 581.39 | |
| Robinhood Mkts Com Cl A (HOOD) | 1.0 | $61M | 1.5M | 41.62 | |
| CoStar (CSGP) | 1.0 | $60M | 753k | 79.23 | |
| Onestream Cl A (OS) | 0.9 | $58M | 2.7M | 21.34 | |
| Wyndham Hotels And Resorts (WH) | 0.9 | $58M | 635k | 90.51 | |
| Targa Res Corp (TRGP) | 0.9 | $55M | 275k | 200.47 | |
| Pool Corporation (POOL) | 0.9 | $55M | 173k | 318.35 | |
| Rockwell Automation (ROK) | 0.9 | $55M | 212k | 258.38 | |
| Performance Food (PFGC) | 0.9 | $55M | 694k | 78.63 | |
| Martin Marietta Materials (MLM) | 0.9 | $54M | 112k | 478.13 | |
| Permian Resources Corp Class A Com (PR) | 0.8 | $52M | 3.8M | 13.85 | |
| Casella Waste Sys Cl A (CWST) | 0.8 | $51M | 455k | 111.51 | |
| RPM International (RPM) | 0.8 | $50M | 431k | 115.68 | |
| Amphenol Corp Cl A (APH) | 0.8 | $50M | 755k | 65.59 | |
| Trimble Navigation (TRMB) | 0.8 | $49M | 748k | 65.65 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.8 | $49M | 1.0M | 48.31 | |
| Nice Sponsored Adr (NICE) | 0.8 | $48M | 314k | 154.17 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 0.7 | $46M | 801k | 57.87 | |
| Hamilton Lane Cl A (HLNE) | 0.7 | $46M | 310k | 148.67 | |
| Elastic N V Ord Shs (ESTC) | 0.7 | $46M | 514k | 89.10 | |
| Safety Insurance (SAFT) | 0.7 | $45M | 575k | 78.88 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.7 | $45M | 187k | 240.00 | |
| Brown & Brown (BRO) | 0.7 | $45M | 359k | 124.40 | |
| Bentley Sys Com Cl B (BSY) | 0.7 | $43M | 1.1M | 39.34 | |
| Ametek (AME) | 0.7 | $41M | 241k | 172.14 | |
| Saia (SAIA) | 0.7 | $41M | 116k | 349.43 | |
| Encompass Health Corp (EHC) | 0.6 | $40M | 398k | 101.28 | |
| Floor & Decor Hldgs Cl A (FND) | 0.6 | $40M | 500k | 80.47 | |
| Take-Two Interactive Software (TTWO) | 0.6 | $40M | 192k | 207.25 | |
| Azek Cl A (AZEK) | 0.6 | $39M | 801k | 48.89 | |
| Fair Isaac Corporation (FICO) | 0.6 | $39M | 21k | 1844.16 | |
| Vertex Cl A (VERX) | 0.6 | $37M | 1.1M | 35.01 | |
| Paylocity Holding Corporation (PCTY) | 0.6 | $37M | 198k | 187.34 | |
| Equifax (EFX) | 0.6 | $37M | 151k | 243.56 | |
| Workiva Com Cl A (WK) | 0.6 | $36M | 473k | 75.91 | |
| Acv Auctions Com Cl A (ACVA) | 0.6 | $36M | 2.5M | 14.09 | |
| Tetra Tech (TTEK) | 0.6 | $34M | 1.2M | 29.25 | |
| Addus Homecare Corp (ADUS) | 0.6 | $34M | 346k | 98.89 | |
| Marvell Technology (MRVL) | 0.5 | $34M | 543k | 61.57 | |
| Samsara Com Cl A (IOT) | 0.5 | $33M | 857k | 38.33 | |
| Watsco, Incorporated (WSO) | 0.5 | $32M | 63k | 508.30 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 0.5 | $32M | 801k | 39.40 | |
| Verona Pharma Sponsored Ads (VRNA) | 0.5 | $32M | 497k | 63.49 | |
| Repligen Corporation (RGEN) | 0.5 | $30M | 236k | 127.24 | |
| Boot Barn Hldgs (BOOT) | 0.5 | $30M | 279k | 107.43 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.5 | $30M | 1.1M | 26.80 | |
| Vericel (VCEL) | 0.5 | $29M | 653k | 44.62 | |
| Q2 Holdings (QTWO) | 0.5 | $28M | 354k | 80.01 | |
| PAR Technology Corporation (PAR) | 0.4 | $28M | 454k | 61.34 | |
| Krystal Biotech (KRYS) | 0.4 | $26M | 142k | 180.30 | |
| Comfort Systems USA (FIX) | 0.4 | $25M | 79k | 322.33 | |
| Xenon Pharmaceuticals (XENE) | 0.4 | $25M | 746k | 33.55 | |
| RBC Bearings Incorporated (RBC) | 0.4 | $25M | 77k | 321.77 | |
| Warby Parker Cl A Com (WRBY) | 0.4 | $25M | 1.3M | 18.23 | |
| Exponent (EXPO) | 0.4 | $24M | 299k | 81.06 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.4 | $24M | 869k | 27.80 | |
| Itt (ITT) | 0.4 | $24M | 186k | 129.16 | |
| Construction Partners Com Cl A (ROAD) | 0.4 | $24M | 331k | 71.87 | |
| Intapp (INTA) | 0.4 | $23M | 398k | 58.38 | |
| Valvoline Inc Common (VVV) | 0.4 | $23M | 660k | 34.81 | |
| Embraer Sponsored Ads (ERJ) | 0.4 | $22M | 475k | 46.20 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.3 | $22M | 170k | 127.04 | |
| M/a (MTSI) | 0.3 | $22M | 214k | 100.38 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.3 | $21M | 716k | 29.69 | |
| Onto Innovation (ONTO) | 0.3 | $21M | 171k | 121.34 | |
| Global E Online SHS (GLBE) | 0.3 | $20M | 558k | 35.65 | |
| Matador Resources (MTDR) | 0.3 | $20M | 389k | 51.09 | |
| Synaptics, Incorporated (SYNA) | 0.3 | $19M | 301k | 63.72 | |
| Myr (MYRG) | 0.3 | $19M | 168k | 113.09 | |
| Pjt Partners Com Cl A (PJT) | 0.3 | $18M | 133k | 137.88 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.3 | $18M | 891k | 20.47 | |
| Chefs Whse (CHEF) | 0.3 | $18M | 331k | 54.46 | |
| Paymentus Holdings Com Cl A (PAY) | 0.3 | $18M | 676k | 26.10 | |
| Applied Industrial Technologies (AIT) | 0.3 | $18M | 78k | 225.34 | |
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.3 | $17M | 679k | 25.26 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.3 | $17M | 427k | 40.16 | |
| John Bean Technologies Corporation (JBTM) | 0.3 | $17M | 137k | 122.20 | |
| Ftai Aviation SHS (FTAI) | 0.3 | $16M | 147k | 111.03 | |
| Infinity Nat Res Com Cl A (INR) | 0.3 | $16M | 863k | 18.75 | |
| Cactus Cl A (WHD) | 0.3 | $16M | 343k | 45.83 | |
| Viad (PRSU) | 0.2 | $15M | 426k | 35.39 | |
| Karman Hldgs Common Stock (KRMN) | 0.2 | $15M | 446k | 33.42 | |
| Soleno Therapeutics (SLNO) | 0.2 | $15M | 207k | 71.45 | |
| Merus N V (MRUS) | 0.2 | $15M | 344k | 42.09 | |
| Block Cl A (XYZ) | 0.2 | $14M | 261k | 54.33 | |
| Integral Ad Science Hldng (IAS) | 0.2 | $14M | 1.7M | 8.06 | |
| Excelerate Energy Cl A Com (EE) | 0.2 | $14M | 478k | 28.68 | |
| Kulicke and Soffa Industries (KLIC) | 0.2 | $14M | 411k | 32.98 | |
| Mvb Financial (MVBF) | 0.2 | $13M | 776k | 17.32 | |
| On Assignment (ASGN) | 0.2 | $13M | 203k | 63.02 | |
| Mediaalpha Cl A (MAX) | 0.2 | $13M | 1.4M | 9.24 | |
| Cg Oncology (CGON) | 0.2 | $13M | 517k | 24.49 | |
| Freshpet (FRPT) | 0.2 | $12M | 142k | 83.17 | |
| Vaxcyte (PCVX) | 0.2 | $11M | 282k | 37.76 | |
| Ceribell (CBLL) | 0.2 | $10M | 537k | 19.21 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 0.1 | $8.8M | 1.1M | 8.06 | |
| NOVA MEASURING Instruments L (NVMI) | 0.1 | $8.7M | 47k | 184.33 | |
| Webster Financial Corporation (WBS) | 0.1 | $3.6M | 71k | 51.55 | |
| Clean Harbors (CLH) | 0.0 | $1.9M | 9.7k | 197.10 | |
| WESCO International (WCC) | 0.0 | $1.7M | 11k | 155.30 | |
| Brunswick Corporation (BC) | 0.0 | $1.4M | 26k | 53.85 | |
| Jack Henry & Associates (JKHY) | 0.0 | $1.3M | 7.0k | 182.60 | |
| Astera Labs (ALAB) | 0.0 | $1.2M | 21k | 59.67 | |
| Patria Investments Com Cl A (PAX) | 0.0 | $666k | 59k | 11.29 | |
| Vtex Shs Cl A (VTEX) | 0.0 | $661k | 130k | 5.07 |
