TimesSquare Capital Management

TimesSquare Capital Management as of Sept. 30, 2025

Portfolio Holdings for TimesSquare Capital Management

TimesSquare Capital Management holds 156 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Emcor (EME) 2.5 $172M 264k 649.54
AmerisourceBergen (COR) 2.0 $139M 444k 312.53
Jfrog Ord Shs (FROG) 2.0 $137M 2.9M 47.33
Monolithic Power Systems (MPWR) 1.9 $130M 141k 920.64
Veeva Sys Cl A Com (VEEV) 1.8 $129M 433k 297.91
IDEXX Laboratories (IDXX) 1.8 $123M 193k 638.89
Cyberark Software SHS (CYBR) 1.7 $122M 252k 483.15
Cheniere Energy Com New (LNG) 1.6 $115M 490k 234.98
Karman Hldgs Common Stock (KRMN) 1.6 $112M 1.5M 72.20
Hubspot (HUBS) 1.5 $108M 230k 467.80
O'reilly Automotive (ORLY) 1.5 $107M 993k 107.81
Interactive Brokers Group In Com Cl A (IBKR) 1.5 $106M 1.5M 68.81
Lattice Semiconductor (LSCC) 1.5 $105M 1.4M 73.32
Regal-beloit Corporation (RRX) 1.5 $103M 719k 143.44
Bj's Wholesale Club Holdings (BJ) 1.4 $101M 1.1M 93.25
TPG Com Cl A (TPG) 1.4 $98M 1.7M 57.45
Robinhood Mkts Com Cl A (HOOD) 1.4 $98M 681k 143.18
Verisk Analytics (VRSK) 1.4 $96M 383k 251.51
Flutter Entmt SHS (FLUT) 1.4 $96M 379k 254.00
Doordash Cl A (DASH) 1.4 $95M 350k 271.99
Curtiss-Wright (CW) 1.3 $94M 174k 542.94
Argenx Se Sponsored Adr (ARGX) 1.3 $94M 128k 737.56
Servicetitan Shs Cl A (TTAN) 1.3 $91M 906k 100.83
Axon Enterprise (AXON) 1.3 $89M 123k 717.64
Stevanato Group S P A Ord Shs (STVN) 1.2 $84M 3.3M 25.75
Ross Stores (ROST) 1.2 $81M 534k 152.39
Cintas Corporation (CTAS) 1.1 $80M 389k 205.26
Esab Corporation (ESAB) 1.1 $78M 696k 111.74
Nrg Energy Com New (NRG) 1.1 $76M 472k 161.95
Carpenter Technology Corporation (CRS) 1.1 $75M 307k 245.54
Tractor Supply Company (TSCO) 1.0 $73M 1.3M 56.87
Loar Holdings Com Shs (LOAR) 1.0 $73M 907k 80.00
Wyndham Hotels And Resorts (WH) 1.0 $71M 885k 79.90
Applovin Corp Com Cl A (APP) 1.0 $70M 98k 718.54
Performance Food (PFGC) 1.0 $69M 662k 104.04
Pinterest Cl A (PINS) 1.0 $68M 2.1M 32.17
CoStar (CSGP) 1.0 $68M 807k 84.37
Dynatrace Com New (DT) 0.9 $64M 1.3M 48.45
Netskope Cl A 0.9 $62M 2.7M 22.73
Insmed Com Par $.01 (INSM) 0.9 $61M 425k 144.01
Martin Marietta Materials (MLM) 0.9 $60M 96k 630.28
Trimble Navigation (TRMB) 0.8 $59M 725k 81.65
Allstate Corporation (ALL) 0.8 $59M 272k 214.65
Casella Waste Sys Cl A (CWST) 0.8 $58M 609k 94.88
Elastic N V Ord Shs (ESTC) 0.8 $57M 672k 84.49
Tyler Technologies (TYL) 0.8 $54M 104k 523.16
Gfl Environmental Sub Vtg Shs (GFL) 0.7 $52M 1.1M 47.38
Amphenol Corp Cl A (APH) 0.7 $51M 409k 123.75
Samsara Com Cl A (IOT) 0.7 $51M 1.4M 37.25
Bentley Sys Com Cl B (BSY) 0.7 $51M 981k 51.48
Marvell Technology (MRVL) 0.7 $51M 600k 84.07
Evercore Class A (EVR) 0.7 $50M 149k 337.32
Fair Isaac Corporation (FICO) 0.7 $50M 33k 1496.53
Addus Homecare Corp (ADUS) 0.7 $49M 418k 117.99
Victory Cap Hldgs Com Cl A (VCTR) 0.7 $49M 760k 64.76
Norwegian Cruise Line Hldg L SHS (NCLH) 0.7 $49M 2.0M 24.63
Repligen Corporation (RGEN) 0.7 $48M 362k 133.67
Take-Two Interactive Software (TTWO) 0.7 $48M 187k 258.36
John Bean Technologies Corporation (JBTM) 0.7 $47M 335k 140.45
Onestream Cl A (OS) 0.7 $47M 2.5M 18.43
Ametek (AME) 0.7 $47M 248k 188.00
Waste Connections (WCN) 0.7 $46M 262k 175.80
Encompass Health Corp (EHC) 0.7 $46M 363k 127.02
Brown & Brown (BRO) 0.7 $46M 490k 93.79
Workiva Com Cl A (WK) 0.6 $44M 514k 86.08
Nice Sponsored Adr (NICE) 0.6 $43M 294k 144.78
Hamilton Lane Cl A (HLNE) 0.6 $42M 313k 134.79
Sitime Corp (SITM) 0.6 $40M 132k 301.31
Targa Res Corp (TRGP) 0.6 $39M 234k 167.54
Itt (ITT) 0.5 $37M 206k 178.76
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.5 $36M 250k 145.61
Floor & Decor Hldgs Cl A (FND) 0.5 $36M 487k 73.70
Safety Insurance (SAFT) 0.5 $35M 500k 70.69
Pool Corporation (POOL) 0.5 $34M 108k 310.07
Carlisle Companies (CSL) 0.5 $33M 101k 328.96
Valvoline Inc Common (VVV) 0.5 $33M 923k 35.91
Myr (MYRG) 0.5 $33M 157k 208.03
Kratos Defense & Sec Solutio Com New (KTOS) 0.5 $32M 349k 91.37
James Hardie Inds Ord Shs (JHX) 0.4 $31M 1.6M 19.21
Chefs Whse (CHEF) 0.4 $31M 525k 58.33
Equifax (EFX) 0.4 $31M 119k 256.53
Viad (PRSU) 0.4 $30M 840k 36.18
Permian Resources Corp Class A Com (PR) 0.4 $30M 2.4M 12.80
M/a (MTSI) 0.4 $30M 237k 124.49
Watsco, Incorporated (WSO) 0.4 $29M 72k 404.30
Boot Barn Hldgs (BOOT) 0.4 $29M 175k 165.72
Piper Jaffray Companies (PIPR) 0.4 $29M 83k 346.99
Parsons Corporation (PSN) 0.4 $29M 345k 82.92
Q2 Holdings (QTWO) 0.4 $28M 385k 72.39
Warby Parker Cl A Com (WRBY) 0.4 $28M 1.0M 27.58
Onto Innovation (ONTO) 0.4 $28M 214k 129.22
RBC Bearings Incorporated (RBC) 0.4 $28M 71k 390.29
Vertex Cl A (VERX) 0.4 $27M 1.1M 24.79
Construction Partners Com Cl A (ROAD) 0.4 $26M 208k 127.00
Vericel (VCEL) 0.4 $26M 837k 31.47
Braze Com Cl A (BRZE) 0.4 $26M 906k 28.44
Soleno Therapeutics (SLNO) 0.4 $26M 378k 67.60
Snowflake Com Shs (SNOW) 0.4 $25M 113k 225.55
Applied Industrial Technologies (AIT) 0.4 $25M 97k 261.05
Clearwater Analytics Hldgs I Cl A (CWAN) 0.4 $25M 1.4M 18.02
Newamsterdam Pharma Company Ordinary Shares (NAMS) 0.3 $24M 837k 28.44
Paymentus Holdings Com Cl A (PAY) 0.3 $24M 775k 30.60
Mirion Technologies Com Cl A (MIR) 0.3 $24M 1.0M 23.26
Pjt Partners Com Cl A (PJT) 0.3 $23M 132k 177.73
Excelerate Energy Cl A Com (EE) 0.3 $23M 924k 25.19
Guardian Pharmacy Svcs Cl A (GRDN) 0.3 $23M 860k 26.23
Xenon Pharmaceuticals (XENE) 0.3 $22M 557k 40.15
Ollies Bargain Outlt Hldgs I (OLLI) 0.3 $22M 173k 128.40
Mirum Pharmaceuticals (MIRM) 0.3 $22M 301k 73.31
Chart Industries (GTLS) 0.3 $22M 110k 200.15
Amplitude Com Cl A (AMPL) 0.3 $22M 2.0M 10.72
Acv Auctions Com Cl A (ACVA) 0.3 $22M 2.2M 9.91
Bright Horizons Fam Sol In D (BFAM) 0.3 $22M 201k 108.57
National Storage Affiliates Com Shs Ben In (NSA) 0.3 $22M 714k 30.22
Hexcel Corporation (HXL) 0.3 $21M 336k 62.70
Krystal Biotech (KRYS) 0.3 $21M 119k 176.53
Intapp (INTA) 0.3 $21M 510k 40.90
Gartner (IT) 0.3 $21M 79k 262.87
Cg Oncology (CGON) 0.3 $20M 504k 40.28
Paylocity Holding Corporation (PCTY) 0.3 $20M 126k 159.27
Global E Online SHS (GLBE) 0.3 $20M 551k 35.76
Legence Corp Cl A 0.3 $20M 634k 30.81
Crowdstrike Hldgs Cl A (CRWD) 0.3 $19M 40k 490.38
Embraer Sponsored Ads (ERJ) 0.3 $19M 307k 60.45
PAR Technology Corporation (PAR) 0.3 $18M 460k 39.58
UniFirst Corporation (UNF) 0.3 $18M 109k 167.19
Matador Resources (MTDR) 0.3 $18M 393k 44.93
Willscot Hldgs Corp Com Cl A (WSC) 0.2 $17M 817k 21.11
Tetra Tech (TTEK) 0.2 $17M 495k 33.38
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $16M 51k 320.04
Uranium Energy (UEC) 0.2 $16M 1.2M 13.34
Tarsus Pharmaceuticals (TARS) 0.2 $16M 268k 59.43
Merus N V (MRUS) 0.2 $16M 166k 94.15
Bloom Energy Corp Com Cl A (BE) 0.2 $15M 175k 84.57
NOVA MEASURING Instruments L (NVMI) 0.2 $13M 40k 319.66
Disc Medicine (IRON) 0.2 $12M 182k 66.08
Irhythm Technologies (IRTC) 0.2 $12M 67k 171.99
Cellebrite Di Ordinary Shares (CLBT) 0.2 $11M 605k 18.53
Abivax Sa Sponsored Ads (ABVX) 0.2 $11M 128k 84.90
Infinity Nat Res Com Cl A (INR) 0.2 $11M 825k 13.11
Cactus Cl A (WHD) 0.1 $10M 260k 39.47
Ceribell (CBLL) 0.1 $9.4M 818k 11.49
On Assignment (ASGN) 0.1 $9.3M 196k 47.35
Niq Global Intelligence Ordinary Shares 0.1 $9.2M 589k 15.70
Sterling Construction Company (STRL) 0.1 $8.0M 24k 339.68
Verona Pharma Sponsored Ads (VRNA) 0.1 $6.8M 63k 106.71
Shoulder Innovations Common Stock 0.1 $4.8M 382k 12.55
Arcos Dorados Holdings Shs Class -a - (ARCO) 0.1 $4.4M 657k 6.75
Wingstop (WING) 0.0 $2.3M 9.2k 251.68
Clean Harbors (CLH) 0.0 $1.6M 6.8k 232.22
Comfort Systems USA (FIX) 0.0 $1.4M 1.6k 825.18
Webster Financial Corporation (WBS) 0.0 $1.3M 23k 59.44
Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $978k 3.9k 253.93
Saia (SAIA) 0.0 $751k 2.5k 299.36
Via Transn Com Cl A 0.0 $716k 15k 48.08
WESCO International (WCC) 0.0 $8.5k 40.00 211.50