TimesSquare Capital Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 7, 2024), TimesSquare Capital Management, LLC reported 162 stock positions worth $6.9 billion. Its top holding was Cyberark Software Ltd./Israel (CYBR) at 2.1% of the portfolio, followed by Cintas (CTAS, 2.0%) and CrowdStrike Class A (CRWD, 1.9%). Compared with Q4 2023, it opened 17 new positions, sold out of 13, added to 39 and reduced 104. The biggest buy was a new position in Cubesmart (CUBE) and the biggest sale an exit from Pioneer Natural Resources (PXD).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001313816
- Portfolio Value
- $6.9B (Q1 2024)
- SEC Filing
- 0000950123-24-003926 ↗ filed May 7, 2024
Holdings Value
Holdings 162 stocks · $6.9B
| CYBR Cyberark Software Ltd./Israel | 2.13% | 551,825 | $146.6M | Reduce -0.1% |
| CTAS Cintas Corp. | 2.01% | 200,751 | $137.9M | Reduce -5.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.89% | 404,438 | $129.7M | Reduce -6.3% |
| COR Cencora Inc. | 1.75% | 496,412 | $120.6M | Reduce -6.5% |
| ORLY O'reilly Automotive Inc. | 1.68% | 102,484 | $115.7M | Reduce -15.3% |
| EME Emcor Group Inc. | 1.64% | 321,465 | $112.6M | Reduce -24.6% |
| VEEV Veeva Systems Inc. Class A | 1.61% | 476,719 | $110.5M | Reduce -4.0% |
| IT Gartner Inc. | 1.60% | 230,447 | $109.8M | Reduce -5.3% |
| CHE Chemed Corp. | 1.58% | 168,828 | $108.4M | Reduce -8.3% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 1.52% | 1,377,587 | $104.2M | Reduce -16.5% |
| WCN Waste Connections Inc. | 1.51% | 605,349 | $104.1M | Reduce -16.0% |
| RNR Renaissancere Holdings Ltd. | 1.47% | 431,297 | $101.4M | Reduce -9.2% |
| DXCM Dexcom Inc. | 1.44% | 714,680 | $99.1M | Reduce -7.0% |
| VRSK Verisk Analytics Inc. | 1.37% | 400,068 | $94.3M | Add +14.1% |
| APH Amphenol Corp. Class A | 1.35% | 802,304 | $92.5M | Reduce -4.4% |
| ROST Ross Stores Inc. | 1.34% | 627,880 | $92.1M | Reduce -0.6% |
| NICE Nice Ltd. - Spon ADR | 1.32% | 347,115 | $90.5M | Reduce -8.1% |
| HUBS HubSpot Inc. | 1.29% | 141,115 | $88.4M | Reduce -6.2% |
| ASND Ascendis Pharma A/S | 1.27% | 575,698 | $87.0M | Reduce -27.4% |
| LNG Cheniere Energy Inc. | 1.26% | 536,587 | $86.5M | Reduce -6.0% |
| RRX Regal Rexnord Corp. | 1.22% | 466,475 | $84.0M | Add +64.4% |
| TPG TPG Inc. | 1.21% | 1,866,817 | $83.4M | Reduce -8.0% |
| IDXX Idexx Laboratories Inc. | 1.18% | 150,219 | $81.1M | Reduce -5.2% |
| TER Teradyne Inc. | 1.15% | 698,060 | $78.8M | Reduce -7.8% |
| SMAR Smartsheet Inc. Class A | 1.11% | 1,976,664 | $76.1M | Reduce -4.1% |
| CSL Carlisle Cos Inc. | 1.07% | 187,648 | $73.5M | Reduce -8.7% |
| HXL Hexcel Corp. | 1.06% | 1,001,964 | $73.0M | Reduce -33.3% |
| SWAV Shockwave Medical Inc. | 1.05% | 221,642 | $72.2M | Reduce -3.9% |
| MCHP Microchip Technology Inc. | 1.04% | 796,699 | $71.5M | Reduce -6.3% |
| BSY Bentley Systems Inc. Class B | 1.00% | 1,316,084 | $68.7M | Reduce -0.1% |
| MPWR Monolithic Power Systems Inc. | 0.99% | 100,904 | $68.4M | Reduce -6.2% |
| MLM Martin Marietta Materials | 0.99% | 110,454 | $67.8M | Reduce -8.4% |
| CSGP Costar Group Inc. | 0.98% | 699,461 | $67.6M | Reduce -5.6% |
| BC Brunswick Corp. | 0.97% | 691,318 | $66.7M | Reduce -7.5% |
| AME Ametek Inc. | 0.96% | 362,592 | $66.3M | Reduce -6.0% |
| PPLI People Inc. filed as IAC INC | 0.96% | 1,234,484 | $65.8M | Reduce -5.0% |
| LEGN Legend Biotech Corp.-ADR | 0.94% | 1,158,500 | $65.0M | Add +8.7% |
| FROG Jfrog Ltd. | 0.94% | 1,458,123 | $64.5M | Reduce -2.6% |
| ICLR Icon PLC | 0.92% | 188,992 | $63.5M | Reduce -7.0% |
| PINS Pinterest Inc. Class A | 0.91% | 1,812,300 | $62.8M | Reduce -5.9% |
| WEX Wex Inc. | 0.91% | 262,452 | $62.3M | Reduce -9.0% |
| HCP Hashicorp Inc. Class A | 0.89% | 2,280,681 | $61.5M | Reduce -15.5% |
| EFX Equifax Inc. | 0.87% | 223,060 | $59.7M | Add +22.9% |
| CWST Casella Waste Systems Inc. Class A | 0.86% | 601,188 | $59.4M | Reduce -19.8% |
| ROK Rockwell Automation Inc. | 0.86% | 203,830 | $59.4M | Add +5.0% |
| POOL Pool Corp. | 0.84% | 142,676 | $57.6M | Reduce -6.9% |
| WSO Watsco Inc. | 0.83% | 131,978 | $57.0M | Add +4.9% |
| FND Floor & Decor Holdings Inc. Class A | 0.80% | 422,680 | $54.8M | Reduce -14.3% |
| EHC Encompass Health Corp. | 0.79% | 654,872 | $54.1M | Reduce -43.1% |
| PANW Palo Alto Networks Inc. | 0.78% | 189,449 | $53.8M | Reduce -37.1% |
| TYL Tyler Technologies Inc. | 0.76% | 123,598 | $52.5M | Reduce -6.4% |
| STVN Stevanato Group SPA | 0.76% | 1,626,063 | $52.2M | Reduce -11.3% |
| ESAB Esab Corp. | 0.76% | 471,705 | $52.2M | Reduce -13.8% |
| ESTC Elastic NV | 0.75% | 516,408 | $51.8M | Reduce -9.3% |
| CUBE Cubesmart | 0.71% | 1,077,305 | $48.7M | New |
| IBKR Interactive Brokers Gro Class A | 0.69% | 423,815 | $47.3M | Reduce -47.6% |
| GFL GFL Environmental Inc.-Sub VT | 0.69% | 1,366,656 | $47.1M | Reduce -21.9% |
| GPN Global Payments Inc. | 0.68% | 352,345 | $47.1M | New |
| MRVL Marvell Technology Inc. | 0.68% | 663,163 | $47.0M | Add +5.6% |
| SAIA Saia Inc. | 0.68% | 79,495 | $46.5M | Reduce -31.3% |
| AZPN Aspen Technology Inc. | 0.65% | 208,585 | $44.5M | Add +8.1% |
| VERX Vertex Inc. Class A | 0.64% | 1,386,848 | $44.0M | Add +2.3% |
| RPM RPM International Inc. | 0.62% | 357,156 | $42.5M | Reduce -16.0% |
| PR Permian Resources Corp. Class A | 0.59% | 2,302,665 | $40.7M | New |
| MTDR Matador Resources Co. | 0.58% | 602,004 | $40.2M | Reduce -6.4% |
| SYNA Synaptics Inc. | 0.58% | 408,317 | $39.8M | Reduce -7.2% |
| TSCO Tractor Supply Company | 0.57% | 150,416 | $39.4M | Reduce -6.0% |
| TTEK Tetra Tech Inc. | 0.57% | 212,206 | $39.2M | Reduce -2.3% |
| AZEK The Azek Co. Inc. | 0.55% | 750,737 | $37.7M | Reduce -2.5% |
| BRO Brown & Brown Inc. | 0.54% | 425,292 | $37.2M | Reduce -21.2% |
| HLNE Hamilton Lane Inc. Class A | 0.54% | 328,196 | $37.0M | Reduce -8.1% |
| ARGX Argenx SE - ADR | 0.54% | 93,790 | $36.9M | Reduce -16.8% |
| NSA National Storage Affiliates | 0.54% | 941,056 | $36.9M | Add +2.5% |
| PCTY Paylocity Holding Corp. | 0.54% | 214,247 | $36.8M | Reduce -23.6% |
| CRL Charles River Laboratories | 0.53% | 135,003 | $36.6M | Add +324.1% |
| CPRT Copart Inc. | 0.52% | 621,856 | $36.0M | Reduce -6.0% |
| SNPS Synopsys Inc. | 0.52% | 62,884 | $35.9M | Reduce -48.0% |
| RGEN Repligen Corp. | 0.52% | 194,073 | $35.7M | Reduce -5.7% |
| FIVE Five Below | 0.51% | 193,393 | $35.1M | Reduce -6.9% |
| VCTR Victory Capital Holding - A | 0.51% | 825,747 | $35.0M | Add +12.7% |
| WSC Willscot Holdings Corp. | 0.50% | 732,483 | $34.1M | Add +35.4% |
| WK Workiva Inc. | 0.49% | 397,032 | $33.7M | Reduce -5.2% |
| SAFT Safety Insurance Group Inc. | 0.48% | 405,118 | $33.3M | Add +101.7% |
| ONTO Onto Innovation Inc. | 0.48% | 183,132 | $33.2M | Reduce -7.7% |
| ACVA Acv Auctions Inc. Class A | 0.48% | 1,765,822 | $33.1M | Add +45.6% |
| CWAN Clearwater Analytics HDS-A | 0.48% | 1,851,879 | $32.8M | Add +5.7% |
| KLIC Kulicke & Soffa Industries | 0.47% | 648,357 | $32.6M | Add +8.1% |
| PWSC Powerschool Holdings Inc. Class A | 0.47% | 1,513,478 | $32.2M | Reduce -22.1% |
| NDSN Nordson Corp. | 0.47% | 117,135 | $32.2M | Reduce -15.8% |
| XENE Xenon Pharmaceuticals Inc. | 0.46% | 737,173 | $31.7M | Reduce -7.2% |
| OLED Universal Display Corp. | 0.44% | 178,421 | $30.1M | Reduce -10.3% |
| TTWO Take-Two Interactive Softwre | 0.44% | 201,950 | $30.0M | Reduce -5.9% |
| ADUS Addus Homecare Corp. | 0.44% | 289,998 | $30.0M | Add +9.8% |
| GLBE Global-E Online Ltd. | 0.43% | 815,097 | $29.6M | Add +10.2% |
| IAS Integral Ad Science Holding | 0.43% | 2,969,278 | $29.6M | Add +9.9% |
| MTSI Macom Technology Solutions H | 0.42% | 303,032 | $29.0M | Add +2.9% |
| WHD Cactus Inc. Class A | 0.42% | 577,182 | $28.9M | Reduce -26.4% |
| FORM Formfactor Inc. | 0.40% | 595,300 | $27.2M | Add +60.4% |
| DAWN Day One Biopharmaceuticals I | 0.39% | 1,635,145 | $27.0M | Reduce -1.9% |
| ITCI Intra-Cellular Therapies Inc. | 0.39% | 383,211 | $26.5M | Reduce -22.8% |
Portfolio Sells Q4 2023 → Q1 2024
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.71 |
| HXL Hexcel Corp. | Reduce -33.3% | 1.06% | −0.57 |
| PANW Palo Alto Networks Inc. | Reduce -37.1% | 0.78% | −0.52 |
| APTV Aptiv Irish Holdings Ltd. | Sold out | 0.00% | −0.44 |
| SNPS Synopsys Inc. | Reduce -48.0% | 0.52% | −0.39 |
| VC Visteon Corp. | Sold out | 0.00% | −0.36 |
| WING Wingstop Inc. | Sold out | 0.00% | −0.34 |
| EHC Encompass Health Corp. | Reduce -43.1% | 0.79% | −0.34 |
| SMAR Smartsheet Inc. Class A | Reduce -4.1% | 1.11% | −0.34 |
| EXPO Exponent Inc. | Reduce -45.4% | 0.31% | −0.30 |
| IBKR Interactive Brokers Gro Class A | Reduce -47.6% | 0.69% | −0.30 |
| MLTX Moonlake Immunotherapeutics | Reduce -57.1% | 0.15% | −0.28 |
| WNS WNS Holdings Ltd. | Reduce -39.9% | 0.25% | −0.28 |
| CVSA Covista Inc. | Sold out | 0.00% | −0.27 |
| SMPL The Simply Good Foods Co. | Sold out | 0.00% | −0.27 |
| PRA Proassurance Corp. | Reduce -81.2% | 0.05% | −0.23 |
| KRYS Krystal Biotech Inc. | Reduce -61.2% | 0.25% | −0.21 |
| PWSC Powerschool Holdings Inc. Class A | Reduce -22.1% | 0.47% | −0.20 |
| ASND Ascendis Pharma A/S | Reduce -27.4% | 1.27% | −0.20 |
| GFL GFL Environmental Inc.-Sub VT | Reduce -21.9% | 0.69% | −0.20 |
| ESTC Elastic NV | Reduce -9.3% | 0.75% | −0.19 |
| MRTN Marten Transport Ltd. | Reduce -46.1% | 0.16% | −0.19 |
| RAPT THERAPEUTICS INC | Sold out | 0.00% | −0.18 |
| LNG Cheniere Energy Inc. | Reduce -6.0% | 1.26% | −0.17 |
| SYNA Synaptics Inc. | Reduce -7.2% | 0.58% | −0.16 |
| PCTY Paylocity Holding Corp. | Reduce -23.6% | 0.54% | −0.14 |
| FLYW Flywire Corp.-Voting | Sold out | 0.00% | −0.14 |
| FIVE Five Below | Reduce -6.9% | 0.51% | −0.14 |
| ITCI Intra-Cellular Therapies Inc. | Reduce -22.8% | 0.39% | −0.14 |
| PINS Pinterest Inc. Class A | Reduce -5.9% | 0.91% | −0.14 |
| WK Workiva Inc. | Reduce -5.2% | 0.49% | −0.14 |
| ATRC Atricure Inc. | Reduce -12.4% | 0.38% | −0.13 |
| OLED Universal Display Corp. | Reduce -10.3% | 0.44% | −0.12 |
| IDXX Idexx Laboratories Inc. | Reduce -5.2% | 1.18% | −0.11 |
| WHD Cactus Inc. Class A | Reduce -26.4% | 0.42% | −0.10 |
| BJ Bj's Wholesale Club Holdings | Reduce -16.5% | 1.52% | −0.10 |
| IWO iShares Russell 2000 Growth | Reduce -31.2% | 0.25% | −0.09 |
| ARGX Argenx SE - ADR | Reduce -16.8% | 0.54% | −0.09 |
| BC Brunswick Corp. | Reduce -7.5% | 0.97% | −0.09 |
| MCHP Microchip Technology Inc. | Reduce -6.3% | 1.04% | −0.09 |
| BMBL Bumble Inc. Class A | Reduce -6.6% | 0.20% | −0.08 |
| RPM RPM International Inc. | Reduce -16.0% | 0.62% | −0.08 |
| CWST Casella Waste Systems Inc. Class A | Reduce -19.8% | 0.86% | −0.08 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -7.2% | 0.46% | −0.08 |
| TPG TPG Inc. | Reduce -8.0% | 1.21% | −0.08 |
| NDSN Nordson Corp. | Reduce -15.8% | 0.47% | −0.07 |
| TTWO Take-Two Interactive Softwre | Reduce -5.9% | 0.44% | −0.07 |
| ITT Itt Inc. | Reduce -29.7% | 0.26% | −0.07 |
| SAIA Saia Inc. | Reduce -31.3% | 0.68% | −0.07 |
| WCN Waste Connections Inc. | Reduce -16.0% | 1.51% | −0.07 |
Portfolio Buys Q4 2023 → Q1 2024
| CUBE Cubesmart | New | 0.71% | +0.71 |
| GPN Global Payments Inc. | New | 0.68% | +0.68 |
| RRX Regal Rexnord Corp. | Add +64.4% | 1.22% | +0.60 |
| PR Permian Resources Corp. Class A | New | 0.59% | +0.59 |
| CRL Charles River Laboratories | Add +324.1% | 0.53% | +0.42 |
| CRDO Credo Technology Group Holdi | New | 0.33% | +0.33 |
| MAX Mediaalpha Inc. Class A | New | 0.32% | +0.32 |
| ROAD Construction Partners Inc. Class A | New | 0.29% | +0.29 |
| PI Impinj Inc. | New | 0.28% | +0.28 |
| SAFT Safety Insurance Group Inc. | Add +101.7% | 0.48% | +0.26 |
| FRPT Freshpet Inc. | New | 0.26% | +0.26 |
| ACVA Acv Auctions Inc. Class A | Add +45.6% | 0.48% | +0.21 |
| EFX Equifax Inc. | Add +22.9% | 0.87% | +0.21 |
| WRBY Warby Parker Inc. Class A | Add +149.4% | 0.33% | +0.19 |
| VCEL Vericel Corp. | New | 0.19% | +0.19 |
| SILK Silk Road Medical Inc. | New | 0.18% | +0.18 |
| AIT Applied Industrial Tech Inc. | Add +91.5% | 0.33% | +0.18 |
| FORM Formfactor Inc. | Add +60.4% | 0.40% | +0.17 |
| EMBJ Embraer SA-Spon ADR | New | 0.16% | +0.16 |
| CGON CG Oncology Inc. | New | 0.14% | +0.14 |
| WSC Willscot Holdings Corp. | Add +35.4% | 0.50% | +0.14 |
| VRSK Verisk Analytics Inc. | Add +14.1% | 1.37% | +0.14 |
| VCTR Victory Capital Holding - A | Add +12.7% | 0.51% | +0.14 |
| FIX Comfort Systems USA Inc. | Add +7.6% | 0.34% | +0.13 |
| MRVL Marvell Technology Inc. | Add +5.6% | 0.68% | +0.13 |
| VERX Vertex Inc. Class A | Add +2.3% | 0.64% | +0.10 |
| MVBF MVB Financial Corp. | Add +53.5% | 0.31% | +0.10 |
| QTWO Q2 Holdings Inc. | Add +7.3% | 0.37% | +0.08 |
| NAMS Newamsterdam Pharma Co. NV | New | 0.08% | +0.08 |
| ADUS Addus Homecare Corp. | Add +9.8% | 0.44% | +0.08 |
| PAGS Pagseguro Digital Ltd. Class A | New | 0.05% | +0.05 |
| ICFI Icf International Inc. | Add +5.5% | 0.28% | +0.04 |
| AVDX Avidxchange Holdings Inc. | Add +6.8% | 0.38% | +0.04 |
| WSO Watsco Inc. | Add +4.9% | 0.83% | +0.04 |
| DRVN Driven Brands Holdings Inc. | Add +0.1% | 0.34% | +0.03 |
| DESP Despegar.com Corp. | Add +16.0% | 0.08% | +0.02 |
| AZPN Aspen Technology Inc. | Add +8.1% | 0.65% | +0.02 |
| AVNT Avient Corp. | Add +2.8% | 0.38% | +0.02 |
| WH Wyndham Hotels & Resorts Inc. | New | 0.02% | +0.02 |
| ARCO Arcos Dorados Holdings Inc. Class A | Add +25.8% | 0.24% | +0.02 |
| MTSI Macom Technology Solutions H | Add +2.9% | 0.42% | +0.02 |
| WBS Webster Financial Corp. | Add +28.9% | 0.07% | +0.02 |
| TXG 10X Genomics Inc. Class A | New | 0.01% | +0.01 |
| RBC RBC Bearings Inc. | Add +10.1% | 0.31% | +0.01 |
| WCC Wesco International Inc. | New | 0.01% | +0.01 |
| CERT Certara Inc. | Add +2.2% | 0.14% | +0.00 |
| LEGN Legend Biotech Corp.-ADR | Add +8.7% | 0.94% | +0.00 |
| GLBE Global-E Online Ltd. | Add +10.2% | 0.43% | −0.00 |
| COHU Cohu Inc. | Add +7.2% | 0.36% | −0.00 |
| KLIC Kulicke & Soffa Industries | Add +8.1% | 0.47% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 158 | $6.8B | CRS, LSCC, EME, MPWR, FIX |
| Q1 2026 | 151 | $5.9B | EME, MPWR, COR, LSCC, CRS |
| Q4 2025 | 148 | $6.6B | FROG, EME, COR, MPWR, KRMN |
| Q3 2025 | 156 | $7.0B | EME, COR, FROG, MPWR, VEEV |
| Q2 2025 | 145 | $6.9B | EME, FROG, COR, HUBS, VEEV |
| Q1 2025 | 142 | $6.2B | CYBR, COR, HUBS, VRSK, LNG |
| Q4 2024 | 153 | $6.9B | CYBR, HUBS, RRX, COR, BJ |
| Q3 2024 | 154 | $6.7B | CYBR, CTAS, BJ, COR, EME |
| Q2 2024 | 158 | $6.4B | CYBR, CRWD, CTAS, VRSK, BJ |
| Q1 2024 | 162 | $6.9B | CYBR, CTAS, CRWD, COR, ORLY |