TimesSquare Capital Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), TimesSquare Capital Management, LLC reported 158 stock positions worth $6.4 billion. Its top holding was Cyberark Software Ltd./Israel (CYBR) at 2.5% of the portfolio, followed by CrowdStrike Class A (CRWD, 2.3%) and Cintas (CTAS, 2.0%). Compared with Q1 2024, it opened 9 new positions, sold out of 13, added to 48 and reduced 98. The biggest buy was a new position in DoorDash Class A (DASH) and the biggest sale an exit from Hexcel (HXL).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001313816
- Portfolio Value
- $6.4B (Q2 2024)
- SEC Filing
- 0000950123-24-007383 ↗ filed Aug 8, 2024
Holdings Value
Holdings 158 stocks · $6.4B
| CYBR Cyberark Software Ltd./Israel | 2.48% | 576,489 | $157.6M | Add +4.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.32% | 384,938 | $147.5M | Reduce -4.8% |
| CTAS Cintas Corp. | 2.03% | 184,208 | $129.0M | Reduce -8.2% |
| VRSK Verisk Analytics Inc. | 1.80% | 424,578 | $114.4M | Add +6.1% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 1.78% | 1,287,012 | $113.1M | Reduce -6.6% |
| COR Cencora Inc. | 1.77% | 500,242 | $112.7M | Add +0.8% |
| ORLY O'reilly Automotive Inc. | 1.72% | 103,667 | $109.5M | Add +1.1% |
| IT Gartner Inc. | 1.68% | 237,672 | $106.7M | Add +3.1% |
| APH Amphenol Corp. Class A | 1.66% | 1,564,608 | $105.4M | Reduce -2.5% |
| WCN Waste Connections Inc. | 1.65% | 597,319 | $104.7M | Reduce -1.3% |
| EME Emcor Group Inc. | 1.47% | 255,730 | $93.4M | Reduce -20.4% |
| LNG Cheniere Energy Inc. | 1.45% | 528,847 | $92.5M | Reduce -1.4% |
| SMAR Smartsheet Inc. Class A | 1.45% | 2,096,864 | $92.4M | Add +6.1% |
| MPWR Monolithic Power Systems Inc. | 1.45% | 112,479 | $92.4M | Add +11.5% |
| TER Teradyne Inc. | 1.45% | 621,643 | $92.2M | Reduce -10.9% |
| ROST Ross Stores Inc. | 1.41% | 616,830 | $89.6M | Reduce -1.8% |
| RRX Regal Rexnord Corp. | 1.37% | 646,255 | $87.4M | Add +38.5% |
| VEEV Veeva Systems Inc. Class A | 1.36% | 471,929 | $86.4M | Reduce -1.0% |
| CHE Chemed Corp. | 1.33% | 155,540 | $84.4M | Reduce -7.9% |
| RNR Renaissancere Holdings Ltd. | 1.30% | 369,136 | $82.5M | Reduce -14.4% |
| HUBS HubSpot Inc. | 1.29% | 139,015 | $82.0M | Reduce -1.5% |
| ASND Ascendis Pharma A/S | 1.28% | 596,314 | $81.3M | Add +3.6% |
| DXCM Dexcom Inc. | 1.26% | 704,480 | $79.9M | Reduce -1.4% |
| TPG TPG Inc. | 1.18% | 1,804,367 | $74.8M | Reduce -3.4% |
| PINS Pinterest Inc. Class A | 1.17% | 1,689,790 | $74.5M | Reduce -6.8% |
| IDXX Idexx Laboratories Inc. | 1.14% | 148,569 | $72.4M | Reduce -1.1% |
| MCHP Microchip Technology Inc. | 1.13% | 783,099 | $71.7M | Reduce -1.7% |
| HCP Hashicorp Inc. Class A | 1.04% | 1,969,211 | $66.3M | Reduce -13.7% |
| VERX Vertex Inc. Class A | 0.99% | 1,754,003 | $63.2M | Add +26.5% |
| TYL Tyler Technologies Inc. | 0.96% | 121,598 | $61.1M | Reduce -1.6% |
| EFX Equifax Inc. | 0.96% | 250,910 | $60.8M | Add +12.5% |
| CWST Casella Waste Systems Inc. Class A | 0.95% | 611,092 | $60.6M | Add +1.6% |
| AME Ametek Inc. | 0.93% | 356,092 | $59.4M | Reduce -1.8% |
| MLM Martin Marietta Materials | 0.93% | 109,134 | $59.1M | Reduce -1.2% |
| ICLR Icon PLC | 0.91% | 185,642 | $58.2M | Reduce -1.8% |
| PANW Palo Alto Networks Inc. | 0.91% | 171,244 | $58.1M | Reduce -9.6% |
| NICE Nice Ltd. - Spon ADR | 0.91% | 336,315 | $57.8M | Reduce -3.1% |
| ESTC Elastic NV | 0.90% | 500,450 | $57.0M | Reduce -3.1% |
| PPLI People Inc. filed as IAC INC | 0.89% | 1,215,104 | $56.9M | Reduce -1.6% |
| WSO Watsco Inc. | 0.89% | 122,758 | $56.9M | Reduce -7.0% |
| BSY Bentley Systems Inc. Class B | 0.87% | 1,121,941 | $55.4M | Reduce -14.8% |
| EHC Encompass Health Corp. | 0.85% | 626,766 | $53.8M | Reduce -4.3% |
| SAIA Saia Inc. | 0.84% | 113,197 | $53.7M | Add +42.4% |
| CSL Carlisle Cos Inc. | 0.84% | 131,983 | $53.5M | Reduce -29.7% |
| FROG Jfrog Ltd. | 0.84% | 1,417,349 | $53.2M | Reduce -2.8% |
| LEGN Legend Biotech Corp.-ADR | 0.82% | 1,173,766 | $52.0M | Add +1.3% |
| CSGP Costar Group Inc. | 0.80% | 689,961 | $51.2M | Reduce -1.4% |
| IBKR Interactive Brokers Gro Class A | 0.80% | 416,265 | $51.0M | Reduce -1.8% |
| WEX Wex Inc. | 0.80% | 287,420 | $50.9M | Add +9.5% |
| PR Permian Resources Corp. Class A | 0.80% | 3,148,980 | $50.9M | Add +36.8% |
| MRVL Marvell Technology Inc. | 0.80% | 726,848 | $50.8M | Add +9.6% |
| BC Brunswick Corp. | 0.76% | 666,348 | $48.5M | Reduce -3.6% |
| CUBE Cubesmart | 0.75% | 1,059,355 | $47.9M | Reduce -1.7% |
| DASH DoorDash Inc. Class A | 0.72% | 421,645 | $45.9M | New |
| TSCO Tractor Supply Company | 0.71% | 166,465 | $44.9M | Add +10.7% |
| ROK Rockwell Automation Inc. | 0.70% | 162,460 | $44.7M | Reduce -20.3% |
| ARGX Argenx SE - ADR | 0.68% | 100,650 | $43.3M | Add +7.3% |
| ESAB Esab Corp. | 0.64% | 429,070 | $40.5M | Reduce -9.0% |
| FND Floor & Decor Holdings Inc. Class A | 0.63% | 404,580 | $40.2M | Reduce -4.3% |
| AZPN Aspen Technology Inc. | 0.62% | 199,210 | $39.6M | Reduce -4.5% |
| VCTR Victory Capital Holding - A | 0.62% | 824,166 | $39.3M | Reduce -0.2% |
| RPM RPM International Inc. | 0.62% | 364,881 | $39.3M | Add +2.2% |
| IOT Samsara Inc. Class A | 0.61% | 1,145,121 | $38.6M | Add +99.9% |
| WSC Willscot Holdings Corp. | 0.60% | 1,018,704 | $38.3M | Add +39.1% |
| MTDR Matador Resources Co. | 0.60% | 643,281 | $38.3M | Add +6.9% |
| HLNE Hamilton Lane Inc. Class A | 0.60% | 309,520 | $38.3M | Reduce -5.7% |
| BRO Brown & Brown Inc. | 0.59% | 419,192 | $37.5M | Reduce -1.4% |
| SNPS Synopsys Inc. | 0.58% | 61,934 | $36.9M | Reduce -1.5% |
| NSA National Storage Affiliates | 0.55% | 851,580 | $35.1M | Reduce -9.5% |
| OLED Universal Display Corp. | 0.55% | 166,509 | $35.0M | Reduce -6.7% |
| KLIC Kulicke & Soffa Industries | 0.54% | 701,137 | $34.5M | Add +8.1% |
| GFL GFL Environmental Inc.-Sub VT | 0.54% | 878,805 | $34.2M | Reduce -35.7% |
| SAFT Safety Insurance Group Inc. | 0.54% | 455,568 | $34.2M | Add +12.4% |
| SYNA Synaptics Inc. | 0.53% | 384,672 | $33.9M | Reduce -5.8% |
| CWAN Clearwater Analytics HDS-A | 0.53% | 1,810,779 | $33.5M | Reduce -2.2% |
| CPRT Copart Inc. | 0.52% | 613,006 | $33.2M | Reduce -1.4% |
| POOL Pool Corp. | 0.52% | 106,734 | $32.8M | Reduce -25.2% |
| WK Workiva Inc. | 0.51% | 448,674 | $32.7M | Add +13.0% |
| AZEK The Azek Co. Inc. | 0.50% | 761,502 | $32.1M | Add +1.4% |
| TTEK Tetra Tech Inc. | 0.50% | 156,245 | $31.9M | Reduce -26.4% |
| ACVA Acv Auctions Inc. Class A | 0.50% | 1,728,202 | $31.5M | Reduce -2.1% |
| ADUS Addus Homecare Corp. | 0.49% | 270,425 | $31.4M | Reduce -6.8% |
| TTWO Take-Two Interactive Softwre | 0.48% | 198,400 | $30.8M | Reduce -1.8% |
| RGEN Repligen Corp. | 0.48% | 240,512 | $30.3M | Add +23.9% |
| WHD Cactus Inc. Class A | 0.47% | 565,217 | $29.8M | Reduce -2.1% |
| SILK Silk Road Medical Inc. filed as SILK RD MED INC | 0.47% | 1,098,739 | $29.7M | Add +63.5% |
| XENE Xenon Pharmaceuticals Inc. | 0.46% | 754,493 | $29.4M | Add +2.4% |
| MTSI Macom Technology Solutions H | 0.46% | 259,755 | $29.0M | Reduce -14.3% |
| STVN Stevanato Group SPA | 0.45% | 1,550,223 | $28.4M | Reduce -4.7% |
| ITCI Intra-Cellular Therapies Inc. | 0.44% | 411,483 | $28.2M | Add +7.4% |
| AVDX Avidxchange Holdings Inc. | 0.44% | 2,318,898 | $28.0M | Add +17.7% |
| FORM Formfactor Inc. | 0.43% | 452,530 | $27.4M | Reduce -24.0% |
| CRDO Credo Technology Group Holdi | 0.43% | 853,800 | $27.3M | Reduce -19.7% |
| IAS Integral Ad Science Holding | 0.42% | 2,755,274 | $26.8M | Reduce -7.2% |
| NDSN Nordson Corp. | 0.42% | 115,085 | $26.7M | Reduce -1.8% |
| CRL Charles River Laboratories | 0.42% | 129,208 | $26.7M | Reduce -4.3% |
| GLBE Global-E Online Ltd. | 0.42% | 733,552 | $26.6M | Reduce -10.0% |
| ONTO Onto Innovation Inc. | 0.42% | 120,721 | $26.5M | Reduce -34.1% |
| WRBY Warby Parker Inc. Class A | 0.42% | 1,645,320 | $26.4M | Reduce -2.5% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.39% | 415,585 | $25.1M | Reduce -15.2% |
Portfolio Sells Q1 2024 → Q2 2024
| HXL Hexcel Corp. | Sold out | 0.00% | −1.06 |
| SWAV Shockwave Medical Inc. | Sold out | 0.00% | −1.05 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.68 |
| PCTY Paylocity Holding Corp. | Sold out | 0.00% | −0.54 |
| FIVE Five Below | Sold out | 0.00% | −0.51 |
| NICE Nice Ltd. - Spon ADR | Reduce -3.1% | 0.91% | −0.41 |
| ATRC Atricure Inc. | Sold out | 0.00% | −0.38 |
| DRVN Driven Brands Holdings Inc. | Reduce -96.2% | 0.01% | −0.33 |
| POOL Pool Corp. | Reduce -25.2% | 0.52% | −0.32 |
| STVN Stevanato Group SPA | Reduce -4.7% | 0.45% | −0.31 |
| TMCI Treace Medical Concepts Inc. | Sold out | 0.00% | −0.26 |
| CHE Chemed Corp. | Reduce -7.9% | 1.33% | −0.25 |
| VEEV Veeva Systems Inc. Class A | Reduce -1.0% | 1.36% | −0.25 |
| SPT Sprout Social Inc. Class A | Sold out | 0.00% | −0.23 |
| CSL Carlisle Cos Inc. | Reduce -29.7% | 0.84% | −0.23 |
| BC Brunswick Corp. | Reduce -3.6% | 0.76% | −0.21 |
| DXCM Dexcom Inc. | Reduce -1.4% | 1.26% | −0.19 |
| CSGP Costar Group Inc. | Reduce -1.4% | 0.80% | −0.18 |
| RNR Renaissancere Holdings Ltd. | Reduce -14.4% | 1.30% | −0.18 |
| EME Emcor Group Inc. | Reduce -20.4% | 1.47% | −0.17 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -4.3% | 0.63% | −0.16 |
| MRTN Marten Transport Ltd. | Sold out | 0.00% | −0.16 |
| ROK Rockwell Automation Inc. | Reduce -20.3% | 0.70% | −0.16 |
| GFL GFL Environmental Inc.-Sub VT | Reduce -35.7% | 0.54% | −0.15 |
| ALGM Allegro Microsystems Inc. | Sold out | 0.00% | −0.14 |
| BSY Bentley Systems Inc. Class B | Reduce -14.8% | 0.87% | −0.13 |
| PJT PJT Partners Inc. Class A | Reduce -52.8% | 0.18% | −0.13 |
| ESAB Esab Corp. | Reduce -9.0% | 0.64% | −0.12 |
| CRL Charles River Laboratories | Reduce -4.3% | 0.42% | −0.11 |
| PWSC Powerschool Holdings Inc. Class A | Reduce -32.6% | 0.36% | −0.11 |
| FROG Jfrog Ltd. | Reduce -2.8% | 0.84% | −0.10 |
| MAX Mediaalpha Inc. Class A | Reduce -1.5% | 0.22% | −0.10 |
| PYCR Paycor HCM Inc. | Reduce -9.7% | 0.13% | −0.07 |
| TTEK Tetra Tech Inc. | Reduce -26.4% | 0.50% | −0.07 |
| ONTO Onto Innovation Inc. | Reduce -34.1% | 0.42% | −0.07 |
| PPLI People Inc. | Reduce -1.6% | 0.89% | −0.06 |
| COHU Cohu Inc. | Reduce -22.9% | 0.30% | −0.06 |
| MLM Martin Marietta Materials | Reduce -1.2% | 0.93% | −0.06 |
| MVBF MVB Financial Corp. | Reduce -9.1% | 0.25% | −0.05 |
| NDSN Nordson Corp. | Reduce -1.8% | 0.42% | −0.05 |
| PRA Proassurance Corp. | Sold out | 0.00% | −0.05 |
| SYNA Synaptics Inc. | Reduce -5.8% | 0.53% | −0.05 |
| EWCZ European Wax Center Inc. Class A | Reduce -3.2% | 0.18% | −0.05 |
| IDXX Idexx Laboratories Inc. | Reduce -1.1% | 1.14% | −0.04 |
| TPG TPG Inc. | Reduce -3.4% | 1.18% | −0.04 |
| BOOT Boot Barn Holdings Inc. | Reduce -40.1% | 0.27% | −0.04 |
| AME Ametek Inc. | Reduce -1.8% | 0.93% | −0.03 |
| PRTH Priority Technology Holdings | Sold out | 0.00% | −0.03 |
| AXON Axon Enterprise Inc. | Reduce -99.3% | 0.00% | −0.03 |
| AZPN Aspen Technology Inc. | Reduce -4.5% | 0.62% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| DASH DoorDash Inc. Class A | New | 0.72% | +0.72 |
| MPWR Monolithic Power Systems Inc. | Add +11.5% | 1.45% | +0.46 |
| VRSK Verisk Analytics Inc. | Add +6.1% | 1.80% | +0.43 |
| VERX Vertex Inc. Class A | Add +26.5% | 0.99% | +0.35 |
| SMAR Smartsheet Inc. Class A | Add +6.1% | 1.45% | +0.35 |
| CYBR Cyberark Software Ltd./Israel | Add +4.5% | 2.48% | +0.35 |
| KBR KBR Inc. | New | 0.35% | +0.35 |
| IOT Samsara Inc. Class A | Add +99.9% | 0.61% | +0.29 |
| SILK Silk Road Medical Inc. | Add +63.5% | 0.47% | +0.29 |
| INTA Intapp Inc. | New | 0.25% | +0.25 |
| LOAR Loar Holdings Inc. | New | 0.22% | +0.22 |
| PR Permian Resources Corp. Class A | Add +36.8% | 0.80% | +0.21 |
| MRUS Merus NV | New | 0.17% | +0.17 |
| SAIA Saia Inc. | Add +42.4% | 0.84% | +0.17 |
| EMBJ Embraer SA-Spon ADR | Add +96.5% | 0.32% | +0.17 |
| MYRG MYR Group Inc./Delaware | New | 0.16% | +0.16 |
| SVCO Silvaco Group Inc. | New | 0.15% | +0.15 |
| RRX Regal Rexnord Corp. | Add +38.5% | 1.37% | +0.15 |
| ARGX Argenx SE - ADR | Add +7.3% | 0.68% | +0.14 |
| TSCO Tractor Supply Company | Add +10.7% | 0.71% | +0.13 |
| MRVL Marvell Technology Inc. | Add +9.6% | 0.80% | +0.12 |
| WSC Willscot Holdings Corp. | Add +39.1% | 0.60% | +0.11 |
| ICFI Icf International Inc. | Add +28.3% | 0.38% | +0.10 |
| VCEL Vericel Corp. | Add +55.1% | 0.27% | +0.09 |
| CWST Casella Waste Systems Inc. Class A | Add +1.6% | 0.95% | +0.09 |
| EFX Equifax Inc. | Add +12.5% | 0.96% | +0.09 |
| IT Gartner Inc. | Add +3.1% | 1.68% | +0.08 |
| HQY Healthequity Inc. | Add +8.6% | 0.38% | +0.07 |
| KLIC Kulicke & Soffa Industries | Add +8.1% | 0.54% | +0.07 |
| CERT Certara Inc. | Add +78.2% | 0.20% | +0.07 |
| AVDX Avidxchange Holdings Inc. | Add +17.7% | 0.44% | +0.06 |
| ITCI Intra-Cellular Therapies Inc. | Add +7.4% | 0.44% | +0.06 |
| SAFT Safety Insurance Group Inc. | Add +12.4% | 0.54% | +0.05 |
| ORLY O'reilly Automotive Inc. | Add +1.1% | 1.72% | +0.04 |
| FIX Comfort Systems USA Inc. | Add +6.3% | 0.38% | +0.03 |
| MGY Magnolia Oil & Gas Corp. Class A | Add +5.1% | 0.28% | +0.03 |
| CGON CG Oncology Inc. | Add +53.1% | 0.17% | +0.03 |
| BOW Bowhead Specialty Holdings I | New | 0.03% | +0.03 |
| WK Workiva Inc. | Add +13.0% | 0.51% | +0.03 |
| PAGS Pagseguro Digital Ltd. Class A | Add +64.6% | 0.08% | +0.02 |
| IWO iShares Russell 2000 Growth | Add +2.8% | 0.27% | +0.02 |
| MTDR Matador Resources Co. | Add +6.9% | 0.60% | +0.02 |
| COR Cencora Inc. | Add +0.8% | 1.77% | +0.02 |
| ASND Ascendis Pharma A/S | Add +3.6% | 1.28% | +0.01 |
| WCC Wesco International Inc. | Add +114.7% | 0.01% | +0.01 |
| PHR Phreesia Inc. | Add +6.2% | 0.28% | +0.00 |
| XENE Xenon Pharmaceuticals Inc. | Add +2.4% | 0.46% | +0.00 |
| ALAB Astera Labs Inc. | New | 0.00% | +0.00 |
| RPM RPM International Inc. | Add +2.2% | 0.62% | −0.00 |
| NAMS Newamsterdam Pharma Co. NV | Add +7.6% | 0.07% | −0.00 |
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 |