TimesSquare Capital Management as of June 30, 2025
Portfolio Holdings for TimesSquare Capital Management
TimesSquare Capital Management holds 145 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Emcor (EME) | 2.2 | $150M | 281k | 534.89 | |
| Jfrog Ord Shs (FROG) | 2.2 | $149M | 3.4M | 43.88 | |
| AmerisourceBergen (COR) | 2.0 | $140M | 466k | 299.85 | |
| Hubspot (HUBS) | 1.9 | $133M | 240k | 556.63 | |
| Veeva Sys Cl A Com (VEEV) | 1.9 | $130M | 453k | 287.98 | |
| Bj's Wholesale Club Holdings (BJ) | 1.8 | $126M | 1.2M | 107.83 | |
| Cheniere Energy Com New (LNG) | 1.8 | $125M | 513k | 243.52 | |
| Cyberark Software SHS (CYBR) | 1.8 | $124M | 305k | 406.88 | |
| Regal-beloit Corporation (RRX) | 1.8 | $124M | 852k | 144.96 | |
| Verisk Analytics (VRSK) | 1.7 | $119M | 381k | 311.50 | |
| Monolithic Power Systems (MPWR) | 1.6 | $108M | 148k | 731.38 | |
| IDEXX Laboratories (IDXX) | 1.6 | $108M | 201k | 536.34 | |
| Axon Enterprise (AXON) | 1.5 | $107M | 129k | 827.94 | |
| TPG Com Cl A (TPG) | 1.4 | $98M | 1.9M | 52.45 | |
| Robinhood Mkts Com Cl A (HOOD) | 1.4 | $97M | 1.0M | 93.63 | |
| O'reilly Automotive (ORLY) | 1.4 | $94M | 1.0M | 90.13 | |
| Servicetitan Shs Cl A (TTAN) | 1.3 | $91M | 851k | 107.18 | |
| Applovin Corp Com Cl A (APP) | 1.3 | $91M | 260k | 350.08 | |
| Cintas Corporation (CTAS) | 1.3 | $91M | 408k | 222.87 | |
| Doordash Cl A (DASH) | 1.3 | $90M | 366k | 246.51 | |
| Esab Corporation (ESAB) | 1.3 | $90M | 747k | 120.55 | |
| Gartner (IT) | 1.3 | $90M | 222k | 404.22 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 1.3 | $88M | 1.6M | 55.41 | |
| Curtiss-Wright (CW) | 1.3 | $88M | 180k | 488.55 | |
| Insmed Com Par $.01 (INSM) | 1.3 | $88M | 874k | 100.64 | |
| Stevanato Group S P A Ord Shs (STVN) | 1.2 | $81M | 3.3M | 24.43 | |
| Pinterest Cl A (PINS) | 1.1 | $79M | 2.2M | 35.86 | |
| Lattice Semiconductor (LSCC) | 1.1 | $78M | 1.6M | 48.99 | |
| Dynatrace Com New (DT) | 1.1 | $76M | 1.4M | 55.21 | |
| Onestream Cl A (OS) | 1.1 | $76M | 2.7M | 28.30 | |
| Argenx Se Sponsored Adr (ARGX) | 1.1 | $74M | 134k | 551.22 | |
| Tractor Supply Company (TSCO) | 1.0 | $72M | 1.4M | 52.77 | |
| Allstate Corporation (ALL) | 1.0 | $72M | 356k | 201.31 | |
| Wyndham Hotels And Resorts (WH) | 1.0 | $70M | 864k | 81.21 | |
| Loar Holdings Com Shs (LOAR) | 1.0 | $67M | 777k | 86.17 | |
| Ross Stores (ROST) | 1.0 | $67M | 522k | 127.58 | |
| Hexcel Corporation (HXL) | 0.9 | $66M | 1.2M | 56.49 | |
| CoStar (CSGP) | 0.9 | $65M | 810k | 80.40 | |
| Inspire Med Sys (INSP) | 0.9 | $65M | 499k | 129.77 | |
| Tyler Technologies (TYL) | 0.9 | $64M | 109k | 592.84 | |
| Performance Food (PFGC) | 0.9 | $60M | 690k | 87.47 | |
| Martin Marietta Materials (MLM) | 0.9 | $59M | 107k | 548.96 | |
| Casella Waste Sys Cl A (CWST) | 0.8 | $58M | 501k | 115.38 | |
| Trimble Navigation (TRMB) | 0.8 | $58M | 758k | 75.98 | |
| Waste Connections (WCN) | 0.8 | $58M | 308k | 186.72 | |
| Bentley Sys Com Cl B (BSY) | 0.8 | $57M | 1.1M | 53.97 | |
| Samsara Com Cl A (IOT) | 0.8 | $57M | 1.4M | 39.78 | |
| Targa Res Corp (TRGP) | 0.8 | $55M | 315k | 174.08 | |
| Elastic N V Ord Shs (ESTC) | 0.8 | $54M | 637k | 84.33 | |
| Pool Corporation (POOL) | 0.8 | $53M | 182k | 291.48 | |
| Nice Sponsored Adr (NICE) | 0.8 | $52M | 310k | 168.91 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.7 | $52M | 1.0M | 50.46 | |
| Brown & Brown (BRO) | 0.7 | $50M | 450k | 110.87 | |
| RPM International (RPM) | 0.7 | $50M | 454k | 109.84 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 0.7 | $50M | 778k | 63.67 | |
| Marvell Technology (MRVL) | 0.7 | $48M | 624k | 77.40 | |
| Take-Two Interactive Software (TTWO) | 0.7 | $48M | 196k | 242.85 | |
| Ametek (AME) | 0.7 | $47M | 260k | 180.96 | |
| Verona Pharma Sponsored Ads (VRNA) | 0.7 | $47M | 494k | 94.58 | |
| Carlisle Companies (CSL) | 0.7 | $46M | 123k | 373.40 | |
| Addus Homecare Corp (ADUS) | 0.7 | $45M | 394k | 115.19 | |
| Permian Resources Corp Class A Com (PR) | 0.6 | $45M | 3.3M | 13.62 | |
| Safety Insurance (SAFT) | 0.6 | $44M | 553k | 79.39 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.6 | $44M | 180k | 242.90 | |
| Fair Isaac Corporation (FICO) | 0.6 | $43M | 24k | 1827.96 | |
| Amphenol Corp Cl A (APH) | 0.6 | $43M | 431k | 98.75 | |
| Hamilton Lane Cl A (HLNE) | 0.6 | $42M | 296k | 142.12 | |
| Encompass Health Corp (EHC) | 0.6 | $42M | 338k | 122.63 | |
| John Bean Technologies Corporation (JBTM) | 0.6 | $41M | 338k | 120.26 | |
| Azek Cl A (AZEK) | 0.6 | $41M | 747k | 54.35 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $40M | 78k | 509.31 | |
| Floor & Decor Hldgs Cl A (FND) | 0.6 | $39M | 509k | 75.96 | |
| Acv Auctions Com Cl A (ACVA) | 0.5 | $38M | 2.3M | 16.22 | |
| Vertex Cl A (VERX) | 0.5 | $38M | 1.1M | 35.34 | |
| Tetra Tech (TTEK) | 0.5 | $38M | 1.0M | 35.96 | |
| Paylocity Holding Corporation (PCTY) | 0.5 | $37M | 202k | 181.19 | |
| Itt (ITT) | 0.5 | $34M | 219k | 156.83 | |
| Q2 Holdings (QTWO) | 0.5 | $34M | 363k | 93.59 | |
| Valvoline Inc Common (VVV) | 0.5 | $34M | 894k | 37.87 | |
| Saia (SAIA) | 0.5 | $33M | 121k | 273.99 | |
| Comfort Systems USA (FIX) | 0.5 | $33M | 62k | 536.21 | |
| Watsco, Incorporated (WSO) | 0.5 | $33M | 75k | 441.62 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.5 | $33M | 353k | 92.59 | |
| PAR Technology Corporation (PAR) | 0.5 | $32M | 465k | 69.37 | |
| Equifax (EFX) | 0.5 | $32M | 124k | 259.37 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.5 | $32M | 691k | 46.45 | |
| Vericel (VCEL) | 0.5 | $32M | 743k | 42.55 | |
| Workiva Com Cl A (WK) | 0.5 | $32M | 460k | 68.45 | |
| Repligen Corporation (RGEN) | 0.4 | $30M | 240k | 124.38 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.4 | $30M | 1.4M | 21.93 | |
| Evercore Class A (EVR) | 0.4 | $28M | 105k | 270.02 | |
| Chefs Whse (CHEF) | 0.4 | $28M | 441k | 63.81 | |
| Myr (MYRG) | 0.4 | $28M | 154k | 181.45 | |
| Flutter Entmt SHS (FLUT) | 0.4 | $28M | 96k | 285.76 | |
| RBC Bearings Incorporated (RBC) | 0.4 | $27M | 71k | 384.80 | |
| Intapp (INTA) | 0.4 | $27M | 513k | 51.62 | |
| Construction Partners Com Cl A (ROAD) | 0.4 | $27M | 249k | 106.28 | |
| Boot Barn Hldgs (BOOT) | 0.4 | $26M | 173k | 152.00 | |
| M/a (MTSI) | 0.4 | $26M | 181k | 143.29 | |
| Paymentus Holdings Com Cl A (PAY) | 0.4 | $26M | 782k | 32.75 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 0.4 | $24M | 761k | 31.99 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $24M | 85k | 285.86 | |
| Warby Parker Cl A Com (WRBY) | 0.3 | $24M | 1.1M | 21.93 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.3 | $24M | 179k | 131.78 | |
| Embraer Sponsored Ads (ERJ) | 0.3 | $23M | 412k | 56.91 | |
| Pjt Partners Com Cl A (PJT) | 0.3 | $23M | 140k | 165.01 | |
| Parsons Corporation (PSN) | 0.3 | $23M | 314k | 71.77 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.3 | $22M | 816k | 27.40 | |
| Chart Industries (GTLS) | 0.3 | $22M | 134k | 164.65 | |
| Exponent (EXPO) | 0.3 | $22M | 293k | 74.71 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.3 | $21M | 172k | 123.59 | |
| Excelerate Energy Cl A Com (EE) | 0.3 | $21M | 716k | 29.32 | |
| Soleno Therapeutics (SLNO) | 0.3 | $21M | 247k | 83.78 | |
| Applied Industrial Technologies (AIT) | 0.3 | $20M | 86k | 232.45 | |
| Ftai Aviation SHS (FTAI) | 0.3 | $20M | 174k | 115.04 | |
| Matador Resources (MTDR) | 0.3 | $19M | 389k | 47.72 | |
| Global E Online SHS (GLBE) | 0.3 | $19M | 551k | 33.54 | |
| Block Cl A (XYZ) | 0.3 | $18M | 265k | 67.93 | |
| Xenon Pharmaceuticals (XENE) | 0.3 | $18M | 571k | 31.30 | |
| Guardian Pharmacy Svcs Cl A (GRDN) | 0.3 | $17M | 814k | 21.31 | |
| Karman Hldgs Common Stock (KRMN) | 0.2 | $17M | 335k | 50.37 | |
| Carpenter Technology Corporation (CRS) | 0.2 | $17M | 61k | 276.38 | |
| Infinity Nat Res Com Cl A (INR) | 0.2 | $16M | 884k | 18.31 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.2 | $16M | 873k | 18.11 | |
| Krystal Biotech (KRYS) | 0.2 | $16M | 114k | 137.46 | |
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.2 | $16M | 692k | 22.48 | |
| Ceribell (CBLL) | 0.2 | $15M | 797k | 18.73 | |
| Braze Com Cl A (BRZE) | 0.2 | $14M | 501k | 28.10 | |
| Mvb Financial (MVBF) | 0.2 | $13M | 595k | 22.53 | |
| Cg Oncology (CGON) | 0.2 | $13M | 512k | 26.00 | |
| NOVA MEASURING Instruments L (NVMI) | 0.2 | $13M | 48k | 275.20 | |
| Merus N V (MRUS) | 0.2 | $13M | 243k | 52.60 | |
| Viad (PRSU) | 0.2 | $13M | 440k | 28.83 | |
| Freshpet (FRPT) | 0.2 | $12M | 179k | 67.96 | |
| Onto Innovation (ONTO) | 0.2 | $12M | 120k | 100.93 | |
| Cactus Cl A (WHD) | 0.2 | $12M | 263k | 43.72 | |
| Irhythm Technologies (IRTC) | 0.2 | $11M | 72k | 153.96 | |
| On Assignment (ASGN) | 0.1 | $10M | 208k | 49.93 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 0.1 | $6.9M | 874k | 7.89 | |
| Sitime Corp (SITM) | 0.1 | $5.1M | 24k | 213.08 | |
| Clean Harbors (CLH) | 0.0 | $1.6M | 6.8k | 231.18 | |
| Webster Financial Corporation (WBS) | 0.0 | $1.2M | 23k | 54.60 | |
| James Hardie Inds Sponsored Adr | 0.0 | $11k | 400.00 | 26.89 | |
| WESCO International (WCC) | 0.0 | $5.6k | 30.00 | 185.20 | |
| Astera Labs (ALAB) | 0.0 | $5.4k | 60.00 | 90.42 |
