TimesSquare Capital Management as of Dec. 31, 2025
Portfolio Holdings for TimesSquare Capital Management
TimesSquare Capital Management holds 148 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jfrog Ord Shs (FROG) | 2.3 | $156M | 2.5M | 62.46 | |
| Emcor (EME) | 2.3 | $153M | 251k | 611.79 | |
| AmerisourceBergen (COR) | 2.2 | $143M | 423k | 337.75 | |
| Monolithic Power Systems (MPWR) | 1.9 | $127M | 140k | 906.36 | |
| Karman Hldgs Common Stock (KRMN) | 1.8 | $117M | 1.6M | 73.17 | |
| IDEXX Laboratories (IDXX) | 1.7 | $113M | 167k | 676.53 | |
| Lattice Semiconductor (LSCC) | 1.6 | $109M | 1.5M | 73.58 | |
| Cyberark Software SHS (CYBR) | 1.6 | $108M | 241k | 446.06 | |
| TPG Com Cl A (TPG) | 1.6 | $108M | 1.7M | 63.84 | |
| Esab Corporation (ESAB) | 1.6 | $107M | 959k | 111.72 | |
| Axon Enterprise (AXON) | 1.4 | $94M | 166k | 567.93 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 1.4 | $94M | 1.5M | 64.31 | |
| Carpenter Technology Corporation (CRS) | 1.4 | $94M | 298k | 314.84 | |
| Servicetitan Shs Cl A (TTAN) | 1.4 | $92M | 865k | 106.50 | |
| Veeva Sys Cl A Com (VEEV) | 1.4 | $92M | 412k | 223.23 | |
| Argenx Se Sponsored Adr (ARGX) | 1.4 | $91M | 109k | 840.95 | |
| Curtiss-Wright (CW) | 1.4 | $91M | 165k | 551.27 | |
| Cheniere Energy Com New (LNG) | 1.4 | $90M | 464k | 194.39 | |
| Hubspot (HUBS) | 1.3 | $88M | 218k | 401.30 | |
| O'reilly Automotive (ORLY) | 1.3 | $87M | 948k | 91.21 | |
| Flutter Entmt SHS (FLUT) | 1.3 | $86M | 399k | 215.04 | |
| Insmed Com Par $.01 (INSM) | 1.3 | $85M | 491k | 174.04 | |
| Nrg Energy Com New (NRG) | 1.3 | $83M | 523k | 159.24 | |
| Verisk Analytics (VRSK) | 1.2 | $82M | 365k | 223.69 | |
| Bj's Wholesale Club Holdings (BJ) | 1.2 | $78M | 866k | 90.03 | |
| Regal-beloit Corporation (RRX) | 1.2 | $78M | 555k | 140.32 | |
| Performance Food (PFGC) | 1.2 | $77M | 854k | 89.92 | |
| Ross Stores (ROST) | 1.1 | $76M | 423k | 180.14 | |
| Tractor Supply Company (TSCO) | 1.1 | $76M | 1.5M | 50.01 | |
| Doordash Cl A (DASH) | 1.1 | $75M | 329k | 226.48 | |
| Repligen Corporation (RGEN) | 1.1 | $71M | 436k | 163.86 | |
| Stevanato Group S P A Ord Shs (STVN) | 1.1 | $70M | 3.5M | 20.12 | |
| Cintas Corporation (CTAS) | 1.0 | $69M | 366k | 188.07 | |
| Cbre Group Cl A (CBRE) | 1.0 | $65M | 403k | 160.79 | |
| Targa Res Corp (TRGP) | 1.0 | $65M | 350k | 184.50 | |
| Loar Holdings Com Shs (LOAR) | 0.9 | $60M | 882k | 68.00 | |
| Genius Sports Shares Cl A (GENI) | 0.9 | $60M | 5.4M | 11.02 | |
| Casella Waste Sys Cl A (CWST) | 0.9 | $59M | 598k | 97.94 | |
| Wyndham Hotels And Resorts (WH) | 0.9 | $58M | 761k | 75.56 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.9 | $57M | 508k | 113.10 | |
| Evercore Class A (EVR) | 0.9 | $57M | 169k | 340.25 | |
| Martin Marietta Materials (MLM) | 0.9 | $57M | 91k | 622.66 | |
| Dynatrace Com New (DT) | 0.8 | $55M | 1.3M | 43.34 | |
| Netskope Cl A (NTSK) | 0.8 | $55M | 3.1M | 17.54 | |
| Fair Isaac Corporation (FICO) | 0.8 | $55M | 32k | 1690.62 | |
| CoStar (CSGP) | 0.8 | $54M | 809k | 67.24 | |
| Trimble Navigation (TRMB) | 0.8 | $54M | 690k | 78.35 | |
| Pinterest Cl A (PINS) | 0.8 | $52M | 2.0M | 25.89 | |
| Tyler Technologies (TYL) | 0.8 | $51M | 112k | 453.95 | |
| Take-Two Interactive Software (TTWO) | 0.8 | $50M | 195k | 256.03 | |
| Onestream Cl A (OS) | 0.7 | $49M | 2.7M | 18.38 | |
| Ametek (AME) | 0.7 | $49M | 237k | 205.31 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.7 | $48M | 1.1M | 42.95 | |
| Elastic N V Ord Shs (ESTC) | 0.7 | $48M | 640k | 75.44 | |
| Comfort Systems USA (FIX) | 0.7 | $48M | 51k | 933.29 | |
| Samsara Com Cl A (IOT) | 0.7 | $47M | 1.3M | 35.45 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.7 | $46M | 2.1M | 22.32 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 0.7 | $46M | 731k | 63.09 | |
| Snowflake Com Shs (SNOW) | 0.7 | $46M | 210k | 219.36 | |
| Hamilton Lane Cl A (HLNE) | 0.7 | $44M | 328k | 134.31 | |
| Amphenol Corp Cl A (APH) | 0.7 | $44M | 325k | 135.14 | |
| Workiva Com Cl A (WK) | 0.7 | $43M | 502k | 86.25 | |
| M/a (MTSI) | 0.6 | $42M | 247k | 171.28 | |
| James Hardie Inds Ord Shs (JHX) | 0.6 | $42M | 2.0M | 20.75 | |
| RBC Bearings Incorporated (RBC) | 0.6 | $41M | 91k | 448.43 | |
| John Bean Technologies Corporation (JBTM) | 0.6 | $40M | 265k | 150.67 | |
| Itt (ITT) | 0.6 | $39M | 227k | 173.51 | |
| Addus Homecare Corp (ADUS) | 0.6 | $38M | 355k | 107.39 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.6 | $38M | 264k | 143.89 | |
| Onto Innovation (ONTO) | 0.6 | $37M | 233k | 157.86 | |
| Encompass Health Corp (EHC) | 0.6 | $37M | 346k | 106.14 | |
| Sitime Corp (SITM) | 0.6 | $37M | 103k | 353.19 | |
| Bentley Sys Com Cl B (BSY) | 0.5 | $36M | 951k | 38.16 | |
| Chefs Whse (CHEF) | 0.5 | $34M | 549k | 62.33 | |
| Brown & Brown (BRO) | 0.5 | $33M | 410k | 79.70 | |
| Casey's General Stores (CASY) | 0.5 | $32M | 59k | 552.71 | |
| Braze Com Cl A (BRZE) | 0.5 | $32M | 937k | 34.29 | |
| Nice Sponsored Adr (NICE) | 0.5 | $32M | 283k | 113.04 | |
| Piper Jaffray Companies (PIPR) | 0.5 | $32M | 94k | 339.71 | |
| Marvell Technology (MRVL) | 0.5 | $32M | 373k | 84.98 | |
| Guardian Pharmacy Svcs Cl A (GRDN) | 0.5 | $32M | 1.0M | 30.09 | |
| Permian Resources Corp Class A Com (PR) | 0.5 | $32M | 2.2M | 14.03 | |
| Mirum Pharmaceuticals (MIRM) | 0.5 | $31M | 396k | 78.99 | |
| Viad (PRSU) | 0.5 | $31M | 927k | 33.68 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.5 | $31M | 1.3M | 24.12 | |
| Applied Industrial Technologies (AIT) | 0.5 | $31M | 121k | 256.77 | |
| Warby Parker Cl A Com (WRBY) | 0.4 | $30M | 1.4M | 21.79 | |
| Bloom Energy Corp Com Cl A (BE) | 0.4 | $29M | 337k | 86.89 | |
| Amplitude Com Cl A (AMPL) | 0.4 | $29M | 2.5M | 11.58 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.4 | $29M | 822k | 35.08 | |
| Construction Partners Com Cl A (ROAD) | 0.4 | $29M | 265k | 108.55 | |
| Floor & Decor Hldgs Cl A (FND) | 0.4 | $28M | 465k | 60.89 | |
| Waste Connections (WCN) | 0.4 | $28M | 160k | 175.36 | |
| Paylocity Holding Corporation (PCTY) | 0.4 | $28M | 182k | 152.50 | |
| Intapp (INTA) | 0.4 | $28M | 602k | 45.82 | |
| Tarsus Pharmaceuticals (TARS) | 0.4 | $27M | 332k | 81.88 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.4 | $27M | 246k | 109.61 | |
| Excelerate Energy Cl A Com (EE) | 0.4 | $27M | 950k | 28.05 | |
| Q2 Holdings (QTWO) | 0.4 | $27M | 368k | 72.16 | |
| Valvoline Inc Common (VVV) | 0.4 | $27M | 913k | 29.06 | |
| Equifax (EFX) | 0.4 | $25M | 115k | 216.98 | |
| Krystal Biotech (KRYS) | 0.4 | $24M | 97k | 246.54 | |
| Xenon Pharmaceuticals (XENE) | 0.4 | $24M | 533k | 44.82 | |
| Pjt Partners Com Cl A (PJT) | 0.4 | $24M | 143k | 167.20 | |
| Embraer Sponsored Ads (EMBJ) | 0.4 | $23M | 362k | 64.37 | |
| Paymentus Holdings Com Cl A (PAY) | 0.4 | $23M | 737k | 31.59 | |
| Hexcel Corporation (HXL) | 0.3 | $23M | 308k | 73.90 | |
| Vericel (VCEL) | 0.3 | $23M | 631k | 36.01 | |
| Stepstone Group Com Cl A (STEP) | 0.3 | $23M | 354k | 64.17 | |
| Mirion Technologies Com Cl A (MIR) | 0.3 | $23M | 967k | 23.42 | |
| Parsons Corporation (PSN) | 0.3 | $22M | 353k | 61.80 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.3 | $22M | 287k | 75.91 | |
| Safety Insurance (SAFT) | 0.3 | $21M | 272k | 77.91 | |
| Global E Online SHS (GLBE) | 0.3 | $21M | 521k | 39.31 | |
| Wingstop (WING) | 0.3 | $20M | 84k | 238.49 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 0.3 | $20M | 690k | 28.21 | |
| Uranium Energy (UEC) | 0.3 | $19M | 1.7M | 11.68 | |
| Boot Barn Hldgs (BOOT) | 0.3 | $19M | 109k | 176.47 | |
| UniFirst Corporation (UNF) | 0.3 | $19M | 99k | 192.90 | |
| Legence Corp Cl A (LGN) | 0.3 | $19M | 438k | 43.04 | |
| Cg Oncology (CGON) | 0.3 | $18M | 426k | 41.52 | |
| Abivax Sa Sponsored Ads (ABVX) | 0.3 | $17M | 129k | 134.85 | |
| Ceribell (CBLL) | 0.3 | $17M | 788k | 21.93 | |
| Matador Resources (MTDR) | 0.2 | $16M | 383k | 42.44 | |
| Myr (MYRG) | 0.2 | $16M | 74k | 218.50 | |
| Vertex Cl A (VERX) | 0.2 | $15M | 766k | 19.97 | |
| Disc Medicine (IRON) | 0.2 | $15M | 188k | 79.41 | |
| Kymera Therapeutics (KYMR) | 0.2 | $15M | 190k | 77.81 | |
| Cardinal Infrastructure Grou Cl A (CDNL) | 0.2 | $15M | 604k | 24.18 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.2 | $14M | 143k | 101.40 | |
| Mineralys Therapeutics (MLYS) | 0.2 | $14M | 380k | 36.29 | |
| Cellebrite Di Ordinary Shares (CLBT) | 0.2 | $13M | 716k | 18.03 | |
| Vera Therapeutics Cl A (VERA) | 0.2 | $13M | 253k | 50.64 | |
| Neptune Ins Hldgs Cl A (NP) | 0.2 | $12M | 420k | 29.16 | |
| Sterling Construction Company (STRL) | 0.2 | $12M | 39k | 306.23 | |
| Cactus Cl A (WHD) | 0.2 | $11M | 250k | 45.68 | |
| NOVA MEASURING Instruments L (NVMI) | 0.2 | $11M | 35k | 328.39 | |
| Axogen (AXGN) | 0.2 | $11M | 337k | 32.73 | |
| Irhythm Technologies (IRTC) | 0.2 | $11M | 60k | 177.44 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $10M | 21k | 468.76 | |
| Shoulder Innovations Common Stock (SI) | 0.1 | $4.1M | 290k | 14.30 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 0.1 | $4.0M | 549k | 7.34 | |
| 2023 Etf Series Trust Timessquare Qlty (TSCM) | 0.0 | $2.0M | 100k | 19.77 | |
| Clean Harbors (CLH) | 0.0 | $1.6M | 6.8k | 234.48 | |
| Webster Financial Corporation (WBS) | 0.0 | $975k | 16k | 62.94 | |
| Saia (SAIA) | 0.0 | $820k | 2.5k | 326.52 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $729k | 2.6k | 281.16 | |
| WESCO International (WCC) | 0.0 | $9.8k | 40.00 | 244.65 |
