TimesSquare Capital Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), TimesSquare Capital Management, LLC reported 153 stock positions worth $6.9 billion. Its top holding was Cyberark Software Ltd./Israel (CYBR) at 2.7% of the portfolio, followed by HubSpot (HUBS, 2.3%) and Regal Rexnord (RRX, 2.0%). Compared with Q3 2024, it opened 19 new positions, sold out of 20, added to 70 and reduced 63. The biggest buy was a new position in AppLovin Class A (APP) and the biggest sale an exit from Smartsheet Class A (SMAR).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001313816
- Portfolio Value
- $6.9B (Q4 2024)
- SEC Filing
- 0000950123-25-000803 ↗ filed Feb 3, 2025
Holdings Value
Holdings 153 stocks · $6.9B
| CYBR Cyberark Software Ltd./Israel | 2.72% | 560,353 | $186.7M | Add +4.6% |
| HUBS HubSpot Inc. | 2.28% | 224,120 | $156.2M | Add +7.8% |
| RRX Regal Rexnord Corp. | 2.00% | 884,095 | $137.1M | Add +35.7% |
| COR Cencora Inc. | 1.78% | 544,248 | $122.3M | Add +2.9% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 1.66% | 1,271,235 | $113.6M | Reduce -13.6% |
| VRSK Verisk Analytics Inc. | 1.60% | 398,690 | $109.8M | Reduce -5.0% |
| TPG TPG Inc. | 1.56% | 1,708,536 | $107.4M | Reduce -4.1% |
| LNG Cheniere Energy Inc. | 1.56% | 497,207 | $106.8M | Reduce -4.8% |
| EME Emcor Group Inc. | 1.52% | 229,365 | $104.1M | Reduce -13.6% |
| IT Gartner Inc. | 1.50% | 212,334 | $102.9M | Reduce -5.3% |
| ESAB Esab Corp. | 1.47% | 839,685 | $100.7M | Add +104.3% |
| FROG Jfrog Ltd. | 1.46% | 3,400,276 | $100.0M | Add +12.0% |
| VEEV Veeva Systems Inc. Class A | 1.35% | 442,078 | $92.9M | Reduce -5.2% |
| CTAS Cintas Corp. | 1.30% | 489,102 | $89.4M | Reduce -18.6% |
| TER Teradyne Inc. | 1.30% | 708,350 | $89.2M | Add +9.5% |
| APP AppLovin Corp. Class A | 1.29% | 273,276 | $88.5M | New |
| TTAN Servicetitan Inc. Class A | 1.28% | 854,438 | $87.9M | New |
| ROST Ross Stores Inc. | 1.26% | 573,767 | $86.8M | Reduce -5.6% |
| LSCC Lattice Semiconductor Corp. | 1.26% | 1,523,545 | $86.3M | Add +2923.4% |
| ORLY O'reilly Automotive Inc. | 1.24% | 71,851 | $85.2M | Reduce -21.7% |
| ALL Allstate Corp. | 1.20% | 425,978 | $82.1M | Add +3.8% |
| MPWR Monolithic Power Systems Inc. | 1.18% | 136,642 | $80.9M | Add +22.5% |
| INSP Inspire Medical Systems Inc. | 1.17% | 433,806 | $80.4M | New |
| IDXX Idexx Laboratories Inc. | 1.17% | 193,516 | $80.0M | Add +31.9% |
| LOAR Loar Holdings Inc. | 1.15% | 1,066,525 | $78.8M | Add +159.8% |
| ARGX Argenx SE - ADR | 1.11% | 124,245 | $76.4M | Add +13.5% |
| WCN Waste Connections Inc. | 1.11% | 444,848 | $76.3M | Reduce -22.9% |
| DT Dynatrace Inc. | 1.08% | 1,359,819 | $73.9M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 1.05% | 209,890 | $71.8M | Reduce -24.1% |
| STVN Stevanato Group SPA | 1.04% | 3,288,529 | $71.7M | Add +114.6% |
| HOOD Robinhood Markets Inc. Class A | 1.04% | 1,914,060 | $71.3M | New |
| ITCI Intra-Cellular Therapies Inc. | 1.02% | 840,269 | $70.2M | Add +91.8% |
| CWST Casella Waste Systems Inc. Class A | 1.00% | 647,002 | $68.5M | Add +13.4% |
| VCTR Victory Capital Holding - A | 0.93% | 976,161 | $63.9M | Add +20.5% |
| CW Curtiss-Wright Corp. | 0.91% | 176,072 | $62.5M | Add +1773.1% |
| TSCO Tractor Supply Company | 0.91% | 1,173,880 | $62.3M | Reduce -5.3% |
| TYL Tyler Technologies Inc. | 0.90% | 106,767 | $61.6M | Reduce -5.1% |
| WK Workiva Inc. | 0.89% | 559,961 | $61.3M | Add +19.7% |
| PINS Pinterest Inc. Class A | 0.88% | 2,088,500 | $60.6M | Add +6.4% |
| AME Ametek Inc. | 0.87% | 332,982 | $60.0M | Reduce -5.3% |
| OS Onestream Inc. | 0.87% | 2,103,806 | $60.0M | Add +5.3% |
| DASH DoorDash Inc. Class A | 0.87% | 356,568 | $59.8M | Reduce -20.4% |
| POOL Pool Corp. | 0.86% | 172,538 | $58.8M | Add +62.6% |
| MRVL Marvell Technology Inc. | 0.84% | 523,990 | $57.9M | Reduce -40.5% |
| EFX Equifax Inc. | 0.82% | 222,082 | $56.6M | Reduce -10.4% |
| ROK Rockwell Automation Inc. | 0.81% | 194,575 | $55.6M | Add +9.4% |
| PR Permian Resources Corp. Class A | 0.78% | 3,730,576 | $53.6M | Reduce -5.3% |
| NICE Nice Ltd. - Spon ADR | 0.78% | 315,528 | $53.6M | Reduce -5.0% |
| VERX Vertex Inc. Class A | 0.77% | 992,657 | $53.0M | Reduce -40.0% |
| RNR Renaissancere Holdings Ltd. | 0.77% | 212,605 | $52.9M | Reduce -25.6% |
| BSY Bentley Systems Inc. Class B | 0.75% | 1,099,116 | $51.3M | Reduce -5.3% |
| IBKR Interactive Brokers Gro Class A | 0.74% | 287,800 | $50.8M | Reduce -18.7% |
| WH Wyndham Hotels & Resorts Inc. | 0.73% | 497,742 | $50.2M | Add +74.8% |
| TRMB Trimble Inc. | 0.73% | 708,200 | $50.0M | New |
| SAFT Safety Insurance Group Inc. | 0.72% | 602,449 | $49.6M | Add +17.5% |
| SAIA Saia Inc. | 0.70% | 105,950 | $48.3M | Reduce -5.6% |
| MLM Martin Marietta Materials | 0.70% | 93,160 | $48.1M | Reduce -13.8% |
| CSGP Costar Group Inc. | 0.70% | 668,986 | $47.9M | Reduce -8.9% |
| INSM Insmed Inc. | 0.69% | 684,384 | $47.2M | Add +41.4% |
| CWAN Clearwater Analytics HDS-A | 0.68% | 1,700,705 | $46.8M | Add +8.1% |
| HLNE Hamilton Lane Inc. Class A | 0.68% | 315,468 | $46.7M | Add +26.1% |
| APH Amphenol Corp. Class A | 0.68% | 669,093 | $46.5M | Reduce -57.6% |
| ESTC Elastic NV | 0.68% | 468,975 | $46.5M | Reduce -5.3% |
| WBS Webster Financial Corp. | 0.66% | 823,280 | $45.5M | Add +759.8% |
| ADUS Addus Homecare Corp. | 0.65% | 355,750 | $44.6M | Add +28.5% |
| BOOT Boot Barn Holdings Inc. | 0.64% | 289,641 | $44.0M | Add +134.5% |
| WSO Watsco Inc. | 0.62% | 90,340 | $42.8M | Reduce -18.5% |
| CUBE Cubesmart | 0.62% | 989,855 | $42.4M | Reduce -5.3% |
| NSA National Storage Affiliates | 0.61% | 1,110,784 | $42.1M | Add +39.7% |
| RPM RPM International Inc. | 0.61% | 341,706 | $42.1M | Reduce -5.4% |
| GLBE Global-E Online Ltd. | 0.61% | 770,999 | $42.0M | Add +6.3% |
| TTEK Tetra Tech Inc. | 0.60% | 1,036,856 | $41.3M | Add +44.9% |
| ACVA Acv Auctions Inc. Class A | 0.60% | 1,891,627 | $40.9M | Add +6.7% |
| WRBY Warby Parker Inc. Class A | 0.59% | 1,668,270 | $40.4M | Reduce -10.1% |
| SYNA Synaptics Inc. | 0.59% | 526,335 | $40.2M | Add +46.0% |
| BRO Brown & Brown Inc. | 0.58% | 391,872 | $40.0M | Reduce -5.3% |
| PFGC Performance Food Group Co. | 0.57% | 460,105 | $38.9M | Add +658.3% |
| AZEK The Azek Co. Inc. | 0.57% | 817,963 | $38.8M | Add +5.9% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.55% | 375,700 | $37.8M | Add +9.1% |
| RGEN Repligen Corp. | 0.55% | 260,992 | $37.6M | Reduce -5.3% |
| FIX Comfort Systems USA Inc. | 0.54% | 88,026 | $37.3M | Reduce -7.6% |
| EMBJ Embraer SA-Spon ADR | 0.53% | 996,361 | $36.5M | Add +50.5% |
| CPRT Copart Inc. | 0.53% | 632,911 | $36.3M | Add +44.7% |
| FRPT Freshpet Inc. | 0.52% | 243,187 | $36.0M | Add +21.8% |
| VCEL Vericel Corp. | 0.51% | 632,160 | $34.7M | Add +7.1% |
| EHC Encompass Health Corp. | 0.51% | 375,551 | $34.7M | Reduce -32.2% |
| TTWO Take-Two Interactive Softwre | 0.50% | 185,014 | $34.1M | Reduce -5.7% |
| PCVX Vaxcyte Inc. | 0.49% | 413,637 | $33.9M | Add +53.7% |
| KBR KBR Inc. | 0.48% | 574,564 | $33.3M | Add +4.6% |
| XENE Xenon Pharmaceuticals Inc. | 0.48% | 848,850 | $33.3M | Add +9.1% |
| AXON Axon Enterprise Inc. | 0.48% | 55,930 | $33.2M | New |
| GFL GFL Environmental Inc.-Sub VT | 0.46% | 707,290 | $31.5M | Reduce -18.9% |
| IOT Samsara Inc. Class A | 0.46% | 720,946 | $31.5M | Reduce -17.3% |
| EXPO Exponent Inc. | 0.45% | 342,850 | $30.5M | Add +22.4% |
| CRDO Credo Technology Group Holdi | 0.44% | 448,132 | $30.1M | Reduce -48.7% |
| PAR Par Technology Corp. | 0.43% | 406,585 | $29.5M | Add +47.1% |
| RBC RBC Bearings Inc. | 0.42% | 97,390 | $29.1M | Add +7.5% |
| INTA Intapp Inc. | 0.41% | 443,700 | $28.4M | Reduce -18.6% |
| ITT Itt Inc. | 0.41% | 198,550 | $28.4M | Add +34.0% |
| WSC Willscot Holdings Corp. | 0.40% | 827,945 | $27.7M | Reduce -9.8% |
Portfolio Sells Q3 2024 → Q4 2024
| SMAR Smartsheet Inc. Class A | Sold out | 0.00% | −1.56 |
| CHE Chemed Corp. | Reduce -96.2% | 0.05% | −1.46 |
| ASND Ascendis Pharma A/S | Sold out | 0.00% | −1.12 |
| PPLI People Inc. | Sold out | 0.00% | −0.97 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.93 |
| WEX Wex Inc. | Sold out | 0.00% | −0.87 |
| APH Amphenol Corp. Class A | Reduce -57.6% | 0.68% | −0.86 |
| LEGN Legend Biotech Corp.-ADR | Reduce -99.8% | 0.00% | −0.84 |
| CSL Carlisle Cos Inc. | Sold out | 0.00% | −0.72 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.70 |
| ICLR Icon PLC | Sold out | 0.00% | −0.70 |
| HUM Humana Inc. | Sold out | 0.00% | −0.70 |
| AZPN Aspen Technology Inc. | Sold out | 0.00% | −0.61 |
| CTAS Cintas Corp. | Reduce -18.6% | 1.30% | −0.55 |
| PANW Palo Alto Networks Inc. | Reduce -95.4% | 0.03% | −0.50 |
| BC Brunswick Corp. | Reduce -40.3% | 0.37% | −0.46 |
| NDSN Nordson Corp. | Sold out | 0.00% | −0.45 |
| WCN Waste Connections Inc. | Reduce -22.9% | 1.11% | −0.43 |
| RNR Renaissancere Holdings Ltd. | Reduce -25.6% | 0.77% | −0.39 |
| ICFI Icf International Inc. | Sold out | 0.00% | −0.39 |
| OLED Universal Display Corp. | Reduce -100.0% | 0.00% | −0.37 |
| ORLY O'reilly Automotive Inc. | Reduce -21.7% | 1.24% | −0.34 |
| AVNT Avient Corp. | Reduce -87.3% | 0.03% | −0.31 |
| WNS WNS Holdings Ltd. | Sold out | 0.00% | −0.30 |
| PHR Phreesia Inc. | Sold out | 0.00% | −0.30 |
| EHC Encompass Health Corp. | Reduce -32.2% | 0.51% | −0.30 |
| EFX Equifax Inc. | Reduce -10.4% | 0.82% | −0.27 |
| AVDX Avidxchange Holdings Inc. | Sold out | 0.00% | −0.24 |
| CUBE Cubesmart | Reduce -5.3% | 0.62% | −0.22 |
| IT Gartner Inc. | Reduce -5.3% | 1.50% | −0.20 |
| EME Emcor Group Inc. | Reduce -13.6% | 1.52% | −0.19 |
| WSO Watsco Inc. | Reduce -18.5% | 0.62% | −0.19 |
| VERX Vertex Inc. Class A | Reduce -40.0% | 0.77% | −0.18 |
| HQY Healthequity Inc. | Reduce -70.9% | 0.09% | −0.18 |
| TSCO Tractor Supply Company | Reduce -5.3% | 0.91% | −0.17 |
| IIIV I3 Verticals Inc. Class A | Sold out | 0.00% | −0.17 |
| MLM Martin Marietta Materials | Reduce -13.8% | 0.70% | −0.17 |
| IOT Samsara Inc. Class A | Reduce -17.3% | 0.46% | −0.17 |
| CERT Certara Inc. | Sold out | 0.00% | −0.17 |
| BJ Bj's Wholesale Club Holdings | Reduce -13.6% | 1.66% | −0.16 |
| IAS Integral Ad Science Holding | Reduce -27.9% | 0.30% | −0.14 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -5.0% | 0.40% | −0.14 |
| BSY Bentley Systems Inc. Class B | Reduce -5.3% | 0.75% | −0.14 |
| CSGP Costar Group Inc. | Reduce -8.9% | 0.70% | −0.13 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -24.1% | 1.05% | −0.11 |
| WSC Willscot Holdings Corp. | Reduce -9.8% | 0.40% | −0.11 |
| VEEV Veeva Systems Inc. Class A | Reduce -5.2% | 1.35% | −0.11 |
| MRVL Marvell Technology Inc. | Reduce -40.5% | 0.84% | −0.11 |
| ROST Ross Stores Inc. | Reduce -5.6% | 1.26% | −0.11 |
| TYL Tyler Technologies Inc. | Reduce -5.1% | 0.90% | −0.09 |
Portfolio Buys Q3 2024 → Q4 2024
| APP AppLovin Corp. Class A | New | 1.29% | +1.29 |
| TTAN Servicetitan Inc. Class A | New | 1.28% | +1.28 |
| LSCC Lattice Semiconductor Corp. | Add +2923.4% | 1.26% | +1.22 |
| INSP Inspire Medical Systems Inc. | New | 1.17% | +1.17 |
| DT Dynatrace Inc. | New | 1.08% | +1.08 |
| HOOD Robinhood Markets Inc. Class A | New | 1.04% | +1.04 |
| CW Curtiss-Wright Corp. | Add +1773.1% | 0.91% | +0.86 |
| ESAB Esab Corp. | Add +104.3% | 1.47% | +0.81 |
| TRMB Trimble Inc. | New | 0.73% | +0.73 |
| LOAR Loar Holdings Inc. | Add +159.8% | 1.15% | +0.69 |
| HUBS HubSpot Inc. | Add +7.8% | 2.28% | +0.62 |
| WBS Webster Financial Corp. | Add +759.8% | 0.66% | +0.60 |
| STVN Stevanato Group SPA | Add +114.6% | 1.04% | +0.59 |
| ITCI Intra-Cellular Therapies Inc. | Add +91.8% | 1.02% | +0.54 |
| PFGC Performance Food Group Co. | Add +658.3% | 0.57% | +0.50 |
| AXON Axon Enterprise Inc. | New | 0.48% | +0.48 |
| WH Wyndham Hotels & Resorts Inc. | Add +74.8% | 0.73% | +0.40 |
| CYBR Cyberark Software Ltd./Israel | Add +4.6% | 2.72% | +0.38 |
| RRX Regal Rexnord Corp. | Add +35.7% | 2.00% | +0.38 |
| WK Workiva Inc. | Add +19.7% | 0.89% | +0.34 |
| BOOT Boot Barn Holdings Inc. | Add +134.5% | 0.64% | +0.33 |
| VVV Valvoline Inc. | Add +766.6% | 0.34% | +0.29 |
| CHEF The Chefs' Warehouse Inc. | New | 0.28% | +0.28 |
| NAMS Newamsterdam Pharma Co. NV | Add +250.9% | 0.34% | +0.27 |
| VCTR Victory Capital Holding - A | Add +20.5% | 0.93% | +0.26 |
| POOL Pool Corp. | Add +62.6% | 0.86% | +0.26 |
| OKLO Oklo Inc. | New | 0.25% | +0.25 |
| KTOS Kratos Defense & Security | New | 0.23% | +0.23 |
| ARGX Argenx SE - ADR | Add +13.5% | 1.11% | +0.22 |
| SLNO Soleno Therapeutics Inc. | New | 0.22% | +0.22 |
| EFOR Everforth Inc. | New | 0.22% | +0.22 |
| PAR Par Technology Corp. | Add +47.1% | 0.43% | +0.21 |
| HXL Hexcel Corp. | New | 0.21% | +0.21 |
| EE Excelerate Energy Inc. Class A | New | 0.20% | +0.20 |
| GLBE Global-E Online Ltd. | Add +6.3% | 0.61% | +0.20 |
| CPRT Copart Inc. | Add +44.7% | 0.53% | +0.19 |
| EMBJ Embraer SA-Spon ADR | Add +50.5% | 0.53% | +0.18 |
| PRSU Pursuit Attractions and Hosp | New | 0.18% | +0.18 |
| SYNA Synaptics Inc. | Add +46.0% | 0.59% | +0.17 |
| INSM Insmed Inc. | Add +41.4% | 0.69% | +0.16 |
| JBTM JBT Marel Corp. | New | 0.15% | +0.15 |
| CWST Casella Waste Systems Inc. Class A | Add +13.4% | 1.00% | +0.15 |
| QTWO Q2 Holdings Inc. | Add +9.1% | 0.55% | +0.14 |
| FROG Jfrog Ltd. | Add +12.0% | 1.46% | +0.14 |
| BFAM Bright Horizons Family Solut | Add +114.8% | 0.34% | +0.13 |
| VCEL Vericel Corp. | Add +7.1% | 0.51% | +0.13 |
| FRPT Freshpet Inc. | Add +21.8% | 0.52% | +0.12 |
| ADUS Addus Homecare Corp. | Add +28.5% | 0.65% | +0.10 |
| TTEK Tetra Tech Inc. | Add +44.9% | 0.60% | +0.10 |
| ROK Rockwell Automation Inc. | Add +9.4% | 0.81% | +0.10 |
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 |