TimesSquare Capital Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 4, 2024), TimesSquare Capital Management, LLC reported 154 stock positions worth $6.7 billion. Its top holding was Cyberark Software Ltd./Israel (CYBR) at 2.3% of the portfolio, followed by Cintas (CTAS, 1.9%) and Bj's Wholesale Club (BJ, 1.8%). Compared with Q2 2024, it opened 12 new positions, sold out of 16, added to 54 and reduced 88. The biggest buy was a new position in Allstate (ALL) and the biggest sale CrowdStrike Class A (CRWD, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001313816
- Portfolio Value
- $6.7B (Q3 2024)
- SEC Filing
- 0000950123-24-010296 ↗ filed Nov 4, 2024
Holdings Value
Holdings 154 stocks · $6.7B
| CYBR Cyberark Software Ltd./Israel | 2.34% | 535,548 | $156.2M | Reduce -7.1% |
| CTAS Cintas Corp. | 1.85% | 601,062 | $123.7M | Reduce -18.4% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 1.82% | 1,471,978 | $121.4M | Add +14.4% |
| COR Cencora Inc. | 1.78% | 528,784 | $119.0M | Add +5.7% |
| EME Emcor Group Inc. | 1.71% | 265,485 | $114.3M | Add +3.8% |
| IT Gartner Inc. | 1.70% | 224,152 | $113.6M | Reduce -5.7% |
| VRSK Verisk Analytics Inc. | 1.68% | 419,775 | $112.5M | Reduce -1.1% |
| HUBS HubSpot Inc. | 1.65% | 207,842 | $110.5M | Add +49.5% |
| RRX Regal Rexnord Corp. | 1.62% | 651,586 | $108.1M | Add +0.8% |
| ORLY O'reilly Automotive Inc. | 1.58% | 91,752 | $105.7M | Reduce -11.5% |
| SMAR Smartsheet Inc. Class A | 1.56% | 1,881,211 | $104.1M | Reduce -10.3% |
| WCN Waste Connections Inc. | 1.55% | 577,334 | $103.2M | Reduce -3.4% |
| MPWR Monolithic Power Systems Inc. | 1.54% | 111,574 | $103.2M | Reduce -0.8% |
| APH Amphenol Corp. Class A | 1.54% | 1,576,613 | $102.7M | Add +0.8% |
| TPG TPG Inc. | 1.54% | 1,782,021 | $102.6M | Reduce -1.2% |
| CHE Chemed Corp. | 1.50% | 167,135 | $100.4M | Add +7.5% |
| VEEV Veeva Systems Inc. Class A | 1.47% | 466,134 | $97.8M | Reduce -1.2% |
| LNG Cheniere Energy Inc. | 1.41% | 522,432 | $94.0M | Reduce -1.2% |
| ROST Ross Stores Inc. | 1.37% | 608,020 | $91.5M | Reduce -1.4% |
| FROG Jfrog Ltd. | 1.32% | 3,034,900 | $88.1M | Add +114.1% |
| TER Teradyne Inc. | 1.30% | 647,013 | $86.7M | Add +4.1% |
| RNR Renaissancere Holdings Ltd. | 1.17% | 285,750 | $77.8M | Reduce -22.6% |
| ALL Allstate Corp. | 1.17% | 410,328 | $77.8M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 1.16% | 276,464 | $77.5M | Reduce -28.2% |
| ASND Ascendis Pharma A/S | 1.12% | 500,920 | $74.8M | Reduce -16.0% |
| IDXX Idexx Laboratories Inc. | 1.11% | 146,659 | $74.1M | Reduce -1.3% |
| EFX Equifax Inc. | 1.09% | 247,815 | $72.8M | Reduce -1.2% |
| TSCO Tractor Supply Company | 1.08% | 247,806 | $72.1M | Add +48.9% |
| OS Onestream Inc. | 1.01% | 1,998,403 | $67.7M | New |
| TYL Tyler Technologies Inc. | 0.98% | 112,548 | $65.7M | Reduce -7.4% |
| PPLI People Inc. filed as IAC INC | 0.97% | 1,208,509 | $65.0M | Reduce -0.5% |
| DASH DoorDash Inc. Class A | 0.96% | 447,665 | $63.9M | Add +6.2% |
| VERX Vertex Inc. Class A | 0.95% | 1,655,400 | $63.7M | Reduce -5.6% |
| PINS Pinterest Inc. Class A | 0.95% | 1,963,645 | $63.6M | Add +16.2% |
| MRVL Marvell Technology Inc. | 0.95% | 880,218 | $63.5M | Add +21.1% |
| MCHP Microchip Technology Inc. | 0.93% | 773,249 | $62.1M | Reduce -1.3% |
| AME Ametek Inc. | 0.90% | 351,587 | $60.4M | Reduce -1.3% |
| ARGX Argenx SE - ADR | 0.89% | 109,490 | $59.4M | Add +8.8% |
| BSY Bentley Systems Inc. Class B | 0.88% | 1,161,146 | $59.0M | Add +3.5% |
| MLM Martin Marietta Materials | 0.87% | 108,054 | $58.2M | Reduce -1.0% |
| WEX Wex Inc. | 0.87% | 276,412 | $58.0M | Reduce -3.8% |
| NICE Nice Ltd. - Spon ADR | 0.86% | 332,230 | $57.7M | Reduce -1.2% |
| CWST Casella Waste Systems Inc. Class A | 0.85% | 570,617 | $56.8M | Reduce -6.6% |
| LEGN Legend Biotech Corp.-ADR | 0.85% | 1,159,430 | $56.5M | Reduce -1.2% |
| CUBE Cubesmart | 0.84% | 1,045,565 | $56.3M | Reduce -1.3% |
| CSGP Costar Group Inc. | 0.83% | 734,366 | $55.4M | Add +6.4% |
| BC Brunswick Corp. | 0.83% | 660,183 | $55.3M | Reduce -0.9% |
| WSO Watsco Inc. | 0.82% | 110,903 | $54.6M | Reduce -9.7% |
| PR Permian Resources Corp. Class A | 0.80% | 3,939,985 | $53.6M | Add +25.1% |
| EHC Encompass Health Corp. | 0.80% | 553,711 | $53.5M | Reduce -11.7% |
| IBKR Interactive Brokers Gro Class A | 0.74% | 354,105 | $49.3M | Reduce -14.9% |
| SAIA Saia Inc. | 0.74% | 112,287 | $49.1M | Reduce -0.8% |
| CSL Carlisle Cos Inc. | 0.72% | 107,563 | $48.4M | Reduce -18.5% |
| ROK Rockwell Automation Inc. | 0.71% | 177,800 | $47.7M | Add +9.4% |
| DXCM Dexcom Inc. | 0.70% | 697,265 | $46.7M | Reduce -1.0% |
| ICLR Icon PLC | 0.70% | 161,596 | $46.4M | Reduce -12.9% |
| HUM Humana Inc. | 0.70% | 146,532 | $46.4M | New |
| VCTR Victory Capital Holding - A | 0.67% | 809,896 | $44.9M | Reduce -1.7% |
| RPM RPM International Inc. | 0.65% | 361,106 | $43.7M | Reduce -1.0% |
| ESAB Esab Corp. | 0.65% | 410,915 | $43.7M | Reduce -4.2% |
| BRO Brown & Brown Inc. | 0.64% | 414,027 | $42.9M | Reduce -1.2% |
| HLNE Hamilton Lane Inc. Class A | 0.63% | 250,160 | $42.1M | Reduce -19.2% |
| SAFT Safety Insurance Group Inc. | 0.63% | 512,888 | $41.9M | Add +12.6% |
| IOT Samsara Inc. Class A | 0.63% | 871,561 | $41.9M | Reduce -23.9% |
| RGEN Repligen Corp. | 0.61% | 275,627 | $41.0M | Add +14.6% |
| AZPN Aspen Technology Inc. | 0.61% | 171,412 | $40.9M | Reduce -13.9% |
| POOL Pool Corp. | 0.60% | 106,129 | $40.0M | Reduce -0.6% |
| CWAN Clearwater Analytics HDS-A | 0.59% | 1,573,500 | $39.7M | Reduce -13.1% |
| NSA National Storage Affiliates | 0.57% | 795,310 | $38.3M | Reduce -6.6% |
| ESTC Elastic NV | 0.57% | 495,115 | $38.0M | Reduce -1.1% |
| FIX Comfort Systems USA Inc. | 0.56% | 95,280 | $37.2M | Add +21.4% |
| WK Workiva Inc. | 0.55% | 467,769 | $37.0M | Add +4.3% |
| ADUS Addus Homecare Corp. | 0.55% | 276,915 | $36.8M | Add +2.4% |
| AZEK The Azek Co. Inc. | 0.54% | 772,639 | $36.2M | Add +1.5% |
| ACVA Acv Auctions Inc. Class A | 0.54% | 1,773,206 | $36.0M | Add +2.6% |
| KBR KBR Inc. | 0.54% | 549,366 | $35.8M | Add +60.2% |
| FND Floor & Decor Holdings Inc. Class A | 0.53% | 286,952 | $35.6M | Reduce -29.1% |
| INSM Insmed Inc. | 0.53% | 483,869 | $35.3M | New |
| PANW Palo Alto Networks Inc. | 0.53% | 103,100 | $35.2M | Reduce -39.8% |
| GFL GFL Environmental Inc.-Sub VT | 0.52% | 871,785 | $34.8M | Reduce -0.8% |
| WSC Willscot Holdings Corp. | 0.52% | 917,431 | $34.5M | Reduce -9.9% |
| TTEK Tetra Tech Inc. | 0.51% | 715,705 | $33.8M | Reduce -8.4% |
| EXPO Exponent Inc. | 0.48% | 280,090 | $32.3M | Add +21.1% |
| ITCI Intra-Cellular Therapies Inc. | 0.48% | 438,083 | $32.1M | Add +6.5% |
| PCVX Vaxcyte Inc. | 0.46% | 269,121 | $30.8M | New |
| STVN Stevanato Group SPA | 0.46% | 1,532,429 | $30.6M | Reduce -1.1% |
| XENE Xenon Pharmaceuticals Inc. | 0.46% | 778,293 | $30.6M | Add +3.1% |
| LOAR Loar Holdings Inc. | 0.46% | 410,509 | $30.6M | Add +57.3% |
| WRBY Warby Parker Inc. Class A | 0.45% | 1,856,370 | $30.3M | Add +12.8% |
| TTWO Take-Two Interactive Softwre | 0.45% | 196,185 | $30.2M | Reduce -1.1% |
| IAS Integral Ad Science Holding | 0.45% | 2,772,440 | $30.0M | Add +0.6% |
| NDSN Nordson Corp. | 0.45% | 113,625 | $29.8M | Reduce -1.3% |
| MTDR Matador Resources Co. | 0.43% | 575,176 | $28.4M | Reduce -10.6% |
| SYNA Synaptics Inc. | 0.42% | 360,469 | $28.0M | Reduce -6.3% |
| GLBE Global-E Online Ltd. | 0.42% | 725,260 | $27.9M | Reduce -1.1% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.41% | 344,525 | $27.5M | Reduce -17.1% |
| FRPT Freshpet Inc. | 0.41% | 199,592 | $27.3M | Add +38.2% |
| RBC RBC Bearings Inc. | 0.41% | 90,605 | $27.1M | Add +17.4% |
| FORM Formfactor Inc. | 0.40% | 586,700 | $27.0M | Add +29.6% |
| CRDO Credo Technology Group Holdi | 0.40% | 874,231 | $26.9M | Add +2.4% |
Portfolio Sells Q2 2024 → Q3 2024
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -28.2% | 1.16% | −1.16 |
| HCP Hashicorp Inc. Class A | Sold out | 0.00% | −1.04 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.58 |
| DXCM Dexcom Inc. | Reduce -1.0% | 0.70% | −0.56 |
| SILK Silk Road Medical Inc. | Sold out | 0.00% | −0.47 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.42 |
| PANW Palo Alto Networks Inc. | Reduce -39.8% | 0.53% | −0.38 |
| PWSC Powerschool Holdings Inc. Class A | Sold out | 0.00% | −0.36 |
| ESTC Elastic NV | Reduce -1.1% | 0.57% | −0.33 |
| COHU Cohu Inc. | Sold out | 0.00% | −0.30 |
| CALY Callaway Golf Company | Sold out | 0.00% | −0.28 |
| KLIC Kulicke & Soffa Industries | Reduce -35.0% | 0.31% | −0.23 |
| ICLR Icon PLC | Reduce -12.9% | 0.70% | −0.22 |
| AVDX Avidxchange Holdings Inc. | Reduce -13.9% | 0.24% | −0.20 |
| MCHP Microchip Technology Inc. | Reduce -1.3% | 0.93% | −0.20 |
| BMBL Bumble Inc. Class A | Sold out | 0.00% | −0.19 |
| OLED Universal Display Corp. | Reduce -29.9% | 0.37% | −0.18 |
| EWCZ European Wax Center Inc. Class A | Sold out | 0.00% | −0.18 |
| CPRT Copart Inc. | Reduce -28.7% | 0.34% | −0.18 |
| MTDR Matador Resources Co. | Reduce -10.6% | 0.43% | −0.18 |
| CTAS Cintas Corp. | Reduce -18.4% | 1.85% | −0.17 |
| ASND Ascendis Pharma A/S | Reduce -16.0% | 1.12% | −0.16 |
| WHD Cactus Inc. Class A | Reduce -38.2% | 0.31% | −0.16 |
| SVCO Silvaco Group Inc. | Sold out | 0.00% | −0.15 |
| SVV Savers Value Village Inc. | Sold out | 0.00% | −0.15 |
| MLTX Moonlake Immunotherapeutics | Sold out | 0.00% | −0.14 |
| CYBR Cyberark Software Ltd./Israel | Reduce -7.1% | 2.34% | −0.14 |
| ORLY O'reilly Automotive Inc. | Reduce -11.5% | 1.58% | −0.14 |
| RNR Renaissancere Holdings Ltd. | Reduce -22.6% | 1.17% | −0.13 |
| CSL Carlisle Cos Inc. | Reduce -18.5% | 0.72% | −0.12 |
| SYNA Synaptics Inc. | Reduce -6.3% | 0.42% | −0.11 |
| VRSK Verisk Analytics Inc. | Reduce -1.1% | 1.68% | −0.11 |
| SAIA Saia Inc. | Reduce -0.8% | 0.74% | −0.11 |
| HQY Healthequity Inc. | Reduce -20.7% | 0.27% | −0.11 |
| CWST Casella Waste Systems Inc. Class A | Reduce -6.6% | 0.85% | −0.10 |
| WCN Waste Connections Inc. | Reduce -3.4% | 1.55% | −0.10 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -29.1% | 0.53% | −0.10 |
| ONTO Onto Innovation Inc. | Reduce -13.4% | 0.33% | −0.09 |
| NVMI Nova Ltd. | Reduce -39.7% | 0.09% | −0.09 |
| WSC Willscot Holdings Corp. | Reduce -9.9% | 0.52% | −0.09 |
| PAGS Pagseguro Digital Ltd. Class A | Sold out | 0.00% | −0.08 |
| WSO Watsco Inc. | Reduce -9.7% | 0.82% | −0.08 |
| IWO iShares Russell 2000 Growth | Reduce -29.9% | 0.20% | −0.08 |
| ARCO Arcos Dorados Holdings Inc. Class A | Reduce -28.6% | 0.15% | −0.08 |
| MTSI Macom Technology Solutions H | Reduce -10.0% | 0.39% | −0.07 |
| AIT Applied Industrial Tech Inc. | Reduce -27.6% | 0.25% | −0.07 |
| IBKR Interactive Brokers Gro Class A | Reduce -14.9% | 0.74% | −0.06 |
| MLM Martin Marietta Materials | Reduce -1.0% | 0.87% | −0.06 |
| MGY Magnolia Oil & Gas Corp. Class A | Reduce -10.4% | 0.23% | −0.05 |
| LNG Cheniere Energy Inc. | Reduce -1.2% | 1.41% | −0.05 |
Portfolio Buys Q2 2024 → Q3 2024
| ALL Allstate Corp. | New | 1.17% | +1.17 |
| OS Onestream Inc. | New | 1.01% | +1.01 |
| HUM Humana Inc. | New | 0.70% | +0.70 |
| INSM Insmed Inc. | New | 0.53% | +0.53 |
| FROG Jfrog Ltd. | Add +114.1% | 1.32% | +0.48 |
| PCVX Vaxcyte Inc. | New | 0.46% | +0.46 |
| TSCO Tractor Supply Company | Add +48.9% | 1.08% | +0.37 |
| HUBS HubSpot Inc. | Add +49.5% | 1.65% | +0.37 |
| WH Wyndham Hotels & Resorts Inc. | Add +284590.0% | 0.33% | +0.33 |
| ALAB Astera Labs Inc. | Add +158424.1% | 0.25% | +0.25 |
| RRX Regal Rexnord Corp. | Add +0.8% | 1.62% | +0.25 |
| EME Emcor Group Inc. | Add +3.8% | 1.71% | +0.24 |
| LOAR Loar Holdings Inc. | Add +57.3% | 0.46% | +0.24 |
| DASH DoorDash Inc. Class A | Add +6.2% | 0.96% | +0.24 |
| PAR Par Technology Corp. | New | 0.22% | +0.22 |
| ARGX Argenx SE - ADR | Add +8.8% | 0.89% | +0.21 |
| BFAM Bright Horizons Family Solut | New | 0.20% | +0.20 |
| KBR KBR Inc. | Add +60.2% | 0.54% | +0.19 |
| FIX Comfort Systems USA Inc. | Add +21.4% | 0.56% | +0.18 |
| CHE Chemed Corp. | Add +7.5% | 1.50% | +0.18 |
| IIIV I3 Verticals Inc. Class A | New | 0.17% | +0.17 |
| MYRG MYR Group Inc./Delaware | Add +178.5% | 0.33% | +0.16 |
| MRVL Marvell Technology Inc. | Add +21.1% | 0.95% | +0.15 |
| INTA Intapp Inc. | Add +27.6% | 0.39% | +0.14 |
| EXPO Exponent Inc. | Add +21.1% | 0.48% | +0.14 |
| RGEN Repligen Corp. | Add +14.6% | 0.61% | +0.14 |
| FRPT Freshpet Inc. | Add +38.2% | 0.41% | +0.12 |
| VCEL Vericel Corp. | Add +54.8% | 0.37% | +0.10 |
| SAFT Safety Insurance Group Inc. | Add +12.6% | 0.63% | +0.09 |
| RBC RBC Bearings Inc. | Add +17.4% | 0.41% | +0.08 |
| CGON CG Oncology Inc. | Add +27.4% | 0.25% | +0.08 |
| KRYS Krystal Biotech Inc. | Add +37.5% | 0.31% | +0.07 |
| ITT Itt Inc. | Add +12.0% | 0.33% | +0.06 |
| ADUS Addus Homecare Corp. | Add +2.4% | 0.55% | +0.06 |
| VVV Valvoline Inc. | New | 0.05% | +0.05 |
| CW Curtiss-Wright Corp. | New | 0.05% | +0.05 |
| ACVA Acv Auctions Inc. Class A | Add +2.6% | 0.54% | +0.04 |
| SMR Nuscale Power Corp. | New | 0.04% | +0.04 |
| BJ Bj's Wholesale Club Holdings | Add +14.4% | 1.82% | +0.04 |
| LSCC Lattice Semiconductor Corp. | New | 0.04% | +0.04 |
| WK Workiva Inc. | Add +4.3% | 0.55% | +0.04 |
| WRBY Warby Parker Inc. Class A | Add +12.8% | 0.45% | +0.04 |
| AZEK The Azek Co. Inc. | Add +1.5% | 0.54% | +0.04 |
| ITCI Intra-Cellular Therapies Inc. | Add +6.5% | 0.48% | +0.04 |
| MRUS Merus NV | Add +49.5% | 0.20% | +0.03 |
| WNS WNS Holdings Ltd. | Add +17.1% | 0.30% | +0.03 |
| IAS Integral Ad Science Holding | Add +0.6% | 0.45% | +0.03 |
| CSGP Costar Group Inc. | Add +6.4% | 0.83% | +0.03 |
| DAWN Day One Biopharmaceuticals I | Add +8.2% | 0.38% | +0.02 |
| PHR Phreesia Inc. | Add +2.3% | 0.30% | +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 |