Q1 2025 · 13F-HR
TimesSquare Capital Management, LLCholdings as filed
Filed 2025-05-02 · accession 0000950123-25-003971
$6.21B
Reported value
142
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $154.5M | 2.49% | 457,199 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $129.7M | 2.09% | 466,298 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $124.6M | 2.01% | 218,060 | Common | SOLE |
| 92345Y106 | VRSK | VERISK ANALYTICS INC | $119.5M | 1.92% | 401,405 | Common | SOLE |
| 16411R208 | LNG | CHENIERE ENERGY INC | $116.6M | 1.88% | 504,005 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $115.9M | 1.87% | 3,622,911 | Common | SOLE |
| 05550J101 | BJ | BJS WHSL CLUB HLDGS INC | $110.5M | 1.78% | 968,850 | Common | SOLE |
| 29084Q100 | EME | EMCOR GROUP INC | $104.9M | 1.69% | 283,812 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $103.1M | 1.66% | 444,943 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $99.4M | 1.60% | 1,044,914 | Common | SOLE |
| 758750103 | RRX | REGAL REXNORD CORPORATION | $99.2M | 1.60% | 871,399 | Common | SOLE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $98.2M | 1.58% | 68,558 | Common | SOLE |
| 29605J106 | ESAB | ESAB CORPORATION | $92.0M | 1.48% | 789,450 | Common | SOLE |
| 366651107 | IT | GARTNER INC | $91.4M | 1.47% | 217,809 | Common | SOLE |
| 872657101 | TPG | TPG INC | $87.5M | 1.41% | 1,845,646 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $85.2M | 1.37% | 321,375 | Common | SOLE |
| 172908105 | CTAS | CINTAS CORP | $84.3M | 1.36% | 410,322 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $84.3M | 1.36% | 145,302 | Common | SOLE |
| 45168D104 | IDXX | IDEXX LABS INC | $83.0M | 1.34% | 197,746 | Common | SOLE |
| 518415104 | LSCC | LATTICE SEMICONDUCTOR CORP | $81.8M | 1.32% | 1,559,055 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $81.2M | 1.31% | 1,064,148 | Common | SOLE |
| 020002101 | ALL | ALLSTATE CORP | $76.9M | 1.24% | 371,303 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $75.9M | 1.22% | 476,217 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $74.2M | 1.19% | 125,295 | Common | SOLE |
| 778296103 | ROST | ROSS STORES INC | $74.1M | 1.19% | 579,512 | Common | SOLE |
| 53947R105 | LOAR | LOAR HOLDINGS INC | $70.2M | 1.13% | 993,503 | Common | SOLE |
| T9224W109 | STVN | STEVANATO GROUP S P A | $68.6M | 1.10% | 3,358,966 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $67.7M | 1.09% | 2,184,740 | Common | SOLE |
| 892356106 | TSCO | TRACTOR SUPPLY CO | $67.4M | 1.09% | 1,223,375 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $65.6M | 1.06% | 358,818 | Common | SOLE |
| 45841N107 | IBKR | INTERACTIVE BROKERS GROUP IN | $65.0M | 1.05% | 392,250 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $64.3M | 1.04% | 122,250 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $64.2M | 1.03% | 1,362,364 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $64.1M | 1.03% | 181,760 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $64.0M | 1.03% | 328,128 | Common | SOLE |
| 428291108 | HXL | HEXCEL CORP NEW | $63.9M | 1.03% | 1,166,489 | Common | SOLE |
| 231561101 | CW | CURTISS WRIGHT CORP | $63.1M | 1.02% | 199,012 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $61.9M | 1.00% | 106,532 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $60.6M | 0.98% | 1,455,795 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $59.7M | 0.96% | 752,887 | Common | SOLE |
| 68278B107 | K4F | ONESTREAM INC | $57.6M | 0.93% | 2,699,645 | Common | SOLE |
| 98311A105 | WH | WYNDHAM HOTELS & RESORTS INC | $57.5M | 0.93% | 635,120 | Common | SOLE |
| 87612G101 | TRGP | TARGA RES CORP | $55.2M | 0.89% | 275,330 | Common | SOLE |
| 73278L105 | POOL | POOL CORP | $55.1M | 0.89% | 173,218 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $54.7M | 0.88% | 211,885 | Common | SOLE |
| 71377A103 | PFGC | PERFORMANCE FOOD GROUP CO | $54.5M | 0.88% | 693,450 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $53.5M | 0.86% | 111,930 | Common | SOLE |
| 71424F105 | PR | PERMIAN RESOURCES CORP | $52.0M | 0.84% | 3,756,031 | Common | SOLE |
| 147448104 | CWST | CASELLA WASTE SYS INC | $50.7M | 0.82% | 454,739 | Common | SOLE |
| 749685103 | RPM | RPM INTL INC | $49.9M | 0.80% | 431,086 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $49.5M | 0.80% | 755,438 | Common | SOLE |
| 896239100 | TRMB | TRIMBLE INC | $49.1M | 0.79% | 747,885 | Common | SOLE |
| 36168Q104 | GFL | GFL ENVIRONMENTAL INC | $49.0M | 0.79% | 1,014,099 | Common | SOLE |
| 653656108 | NICE | NICE LTD | $48.3M | 0.78% | 313,598 | Common | SOLE |
| 92645B103 | VCTR | VICTORY CAP HLDGS INC | $46.3M | 0.75% | 800,509 | Common | SOLE |
| 407497106 | HLNE | HAMILTON LANE INC | $46.0M | 0.74% | 309,541 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $45.8M | 0.74% | 514,030 | Common | SOLE |
| 78648T100 | SAFT | SAFETY INS GROUP INC | $45.3M | 0.73% | 574,795 | Common | SOLE |
| G7496G103 | RNR | RENAISSANCERE HLDGS LTD | $45.0M | 0.72% | 187,446 | Common | SOLE |
| 115236101 | BRO | BROWN & BROWN INC | $44.7M | 0.72% | 358,962 | Common | SOLE |
| 08265T208 | BSY | BENTLEY SYS INC | $43.2M | 0.70% | 1,098,176 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $41.4M | 0.67% | 240,667 | Common | SOLE |
| 78709Y105 | SAIA | SAIA INC | $40.7M | 0.65% | 116,400 | Common | SOLE |
| 29261A100 | EHC | ENCOMPASS HEALTH CORP | $40.3M | 0.65% | 397,641 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $40.2M | 0.65% | 499,707 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $39.8M | 0.64% | 192,139 | Common | SOLE |
| 05478C105 | AZEK | AZEK CO INC | $39.2M | 0.63% | 801,229 | Common | SOLE |
| 303250104 | FICO | FAIR ISAAC CORP | $39.0M | 0.63% | 21,164 | Common | SOLE |
| 92538J106 | VERX | VERTEX INC | $37.3M | 0.60% | 1,064,773 | Common | SOLE |
| 70438V106 | PCTY | PAYLOCITY HLDG CORP | $37.1M | 0.60% | 197,957 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $36.7M | 0.59% | 150,483 | Common | SOLE |
| 98139A105 | WK | WORKIVA INC | $35.9M | 0.58% | 472,851 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $35.7M | 0.57% | 2,533,258 | Common | SOLE |
| 88162G103 | TTEK | TETRA TECH INC NEW | $34.4M | 0.55% | 1,175,224 | Common | SOLE |
| 006739106 | ADUS | ADDUS HOMECARE CORP | $34.2M | 0.55% | 345,840 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $33.5M | 0.54% | 543,290 | Common | SOLE |
| 79589L106 | IOT | SAMSARA INC | $32.9M | 0.53% | 857,331 | Common | SOLE |
| 942622200 | WSO | WATSCO INC | $32.1M | 0.52% | 63,075 | Common | SOLE |
| 637870106 | NSA | NATIONAL STORAGE AFFILIATES | $31.5M | 0.51% | 800,584 | Common | SOLE |
| 925050106 | VRNA | VERONA PHARMA PLC | $31.5M | 0.51% | 496,551 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $30.0M | 0.48% | 235,987 | Common | SOLE |
| 099406100 | BOOT | BOOT BARN HLDGS INC | $30.0M | 0.48% | 279,284 | Common | SOLE |
| 185123106 | CWAN | CLEARWATER ANALYTICS HLDGS I | $29.5M | 0.48% | 1,102,500 | Common | SOLE |
| 92346J108 | VCEL | VERICEL CORP | $29.1M | 0.47% | 652,465 | Common | SOLE |
| 74736L109 | QTWO | Q2 HLDGS INC | $28.3M | 0.46% | 354,035 | Common | SOLE |
| 698884103 | PAR | PAR TECHNOLOGY CORP | $27.8M | 0.45% | 453,925 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $25.6M | 0.41% | 142,183 | Common | SOLE |
| 199908104 | FIX | COMFORT SYS USA INC | $25.3M | 0.41% | 78,544 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $25.0M | 0.40% | 745,551 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $24.7M | 0.40% | 76,619 | Common | SOLE |
| 93403J106 | WRBY | WARBY PARKER INC | $24.5M | 0.39% | 1,345,037 | Common | SOLE |
| 30214U102 | EXPO | EXPONENT INC | $24.2M | 0.39% | 298,860 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $24.2M | 0.39% | 869,030 | Common | SOLE |
| 45073V108 | ITT | ITT INC | $24.1M | 0.39% | 186,288 | Common | SOLE |
| 21044C107 | ROAD | CONSTRUCTION PARTNERS INC | $23.8M | 0.38% | 330,880 | Common | SOLE |
| 45827U109 | INTA | INTAPP INC | $23.2M | 0.37% | 398,071 | Common | SOLE |
| 92047W101 | VVV | VALVOLINE INC | $23.0M | 0.37% | 659,816 | Common | SOLE |
| 29082A107 | EMBJ | EMBRAER S.A. | $21.9M | 0.35% | 474,472 | Common | SOLE |
| 109194100 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $21.6M | 0.35% | 170,150 | Common | SOLE |
| 55405Y100 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $21.5M | 0.35% | 213,722 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $21.2M | 0.34% | 715,640 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $20.7M | 0.33% | 170,825 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $19.9M | 0.32% | 558,100 | Common | SOLE |
| 576485205 | MTDR | MATADOR RES CO | $19.9M | 0.32% | 389,403 | Common | SOLE |
| 87157D109 | SYNA | SYNAPTICS INC | $19.2M | 0.31% | 301,410 | Common | SOLE |
| 55405W104 | MYRG | MYR GROUP INC DEL | $19.0M | 0.31% | 168,257 | Common | SOLE |
| 69343T107 | PJT | PJT PARTNERS INC | $18.3M | 0.29% | 132,852 | Common | SOLE |
| N62509109 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $18.2M | 0.29% | 891,088 | Common | SOLE |
| 163086101 | CHEF | CHEFS WHSE INC | $18.1M | 0.29% | 331,436 | Common | SOLE |
| 70439P108 | PAY | PAYMENTUS HOLDINGS INC | $17.6M | 0.28% | 675,612 | Common | SOLE |
| 03820C105 | AIT | APPLIED INDL TECHNOLOGIES IN | $17.6M | 0.28% | 78,215 | Common | SOLE |
| 559663109 | MGY | MAGNOLIA OIL & GAS CORP | $17.2M | 0.28% | 679,321 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $17.1M | 0.28% | 426,900 | Common | SOLE |
| 477839104 | JBTM | JBT MAREL CORPORATION | $16.7M | 0.27% | 136,696 | Common | SOLE |
| G3730V105 | FTAI | FTAI AVIATION LTD | $16.3M | 0.26% | 146,575 | Common | SOLE |
| 456941103 | INR | INFINITY NAT RES INC | $16.2M | 0.26% | 862,971 | Common | SOLE |
| 127203107 | WHD | CACTUS INC | $15.7M | 0.25% | 343,341 | Common | SOLE |
| 92552R406 | PRSU | PURSUIT ATTRACTIONS AND HOSP | $15.1M | 0.24% | 426,328 | Common | SOLE |
| 485924104 | KRMN | KARMAN HLDGS INC | $14.9M | 0.24% | 445,569 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $14.8M | 0.24% | 206,600 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $14.5M | 0.23% | 343,705 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $14.2M | 0.23% | 261,265 | Common | SOLE |
| 45828L108 | IAS | INTEGRAL AD SCIENCE HLDNG CO | $13.9M | 0.22% | 1,719,863 | Common | SOLE |
| 30069T101 | EE | EXCELERATE ENERGY INC | $13.7M | 0.22% | 478,093 | Common | SOLE |
| 501242101 | KLIC | KULICKE & SOFFA INDS INC | $13.6M | 0.22% | 411,375 | Common | SOLE |
| 553810102 | MVBF | MVB FINL CORP | $13.4M | 0.22% | 775,770 | Common | SOLE |
| 00191U102 | EFOR | ASGN INC | $12.8M | 0.21% | 203,200 | Common | SOLE |
| 58450V104 | MAX | MEDIAALPHA INC | $12.7M | 0.20% | 1,372,174 | Common | SOLE |
| 156944100 | CGON | CG ONCOLOGY INC | $12.7M | 0.20% | 517,258 | Common | SOLE |
| 358039105 | FRPT | FRESHPET INC | $11.8M | 0.19% | 141,800 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $10.6M | 0.17% | 281,863 | Common | SOLE |
| 15678C102 | CBLL | CERIBELL INC | $10.3M | 0.17% | 536,829 | Common | SOLE |
| G0457F107 | ARCO | ARCOS DORADOS HOLDINGS INC | $8.8M | 0.14% | 1,097,240 | Common | SOLE |
| M7516K103 | NVMI | NOVA LTD | $8.7M | 0.14% | 47,270 | Common | SOLE |
| 947890109 | WBS | WEBSTER FINL CORP | $3.6M | 0.06% | 70,650 | Common | SOLE |
| 184496107 | CLH | CLEAN HARBORS INC | $1.9M | 0.03% | 9,670 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $1.7M | 0.03% | 10,800 | Common | SOLE |
| 117043109 | BC | BRUNSWICK CORP | $1.4M | 0.02% | 26,430 | Common | SOLE |
| 426281101 | JKHY | HENRY JACK & ASSOC INC | $1.3M | 0.02% | 6,950 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $1.2M | 0.02% | 20,520 | Common | SOLE |
| G69451105 | PAX | PATRIA INVESTMENTS LIMITED | $666,110 | 0.01% | 59,000 | Common | NONE |
| G9470A102 | VTEX | VTEX | $661,128 | 0.01% | 130,400 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.