TimesSquare Capital Management, LLC

Name: TimesSquare Capital Management, LLC 13F holdings, Q4 2024
Creator: TimesSquare Capital Management, LLC
Published: 2025-02-03

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

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%
FND Floor & Decor Holdings Inc. Class A	0.40%	272,677	$27.2M	Reduce -5.0%
MTDR Matador Resources Co.	0.39%	472,235	$26.6M	Reduce -17.9%
MTSI Macom Technology Solutions H	0.38%	199,300	$25.9M	Reduce -14.7%
ONTO Onto Innovation Inc.	0.37%	154,376	$25.7M	Add +47.6%
FORM Formfactor Inc.	0.37%	583,313	$25.7M	Reduce -0.6%
BC Brunswick Corp.	0.37%	394,326	$25.5M	Reduce -40.3%
KRYS Krystal Biotech Inc.	0.36%	158,868	$24.9M	Add +39.1%
KLIC Kulicke & Soffa Industries	0.36%	530,827	$24.8M	Add +16.4%
VVV Valvoline Inc.	0.34%	644,980	$23.3M	Add +766.6%
BFAM Bright Horizons Family Solut	0.34%	209,091	$23.2M	Add +114.8%
NAMS Newamsterdam Pharma Co. NV	0.34%	895,574	$23.0M	Add +250.9%
WHD Cactus Inc. Class A	0.33%	393,178	$22.9M	Add +12.6%
ROAD Construction Partners Inc. Class A	0.33%	256,830	$22.7M	Reduce -3.0%
AIT Applied Industrial Tech Inc.	0.32%	91,315	$21.9M	Add +22.0%
DAWN Day One Biopharmaceuticals I	0.32%	1,710,926	$21.7M	Reduce -6.4%
ALAB Astera Labs Inc.	0.31%	160,540	$21.3M	Reduce -50.1%
IAS Integral Ad Science Holding	0.30%	2,000,173	$20.9M	Reduce -27.9%
PJT PJT Partners Inc. Class A	0.30%	130,948	$20.7M	Add +26.3%
PI Impinj Inc.	0.30%	140,812	$20.5M	Add +92.1%
CHEF The Chefs' Warehouse Inc.	0.28%	395,244	$19.5M	New
MVBF MVB Financial Corp.	0.28%	924,053	$19.1M	Add +19.3%
MGY Magnolia Oil & Gas Corp. Class A	0.27%	793,965	$18.6M	Add +25.2%
MAX Mediaalpha Inc. Class A	0.27%	1,628,815	$18.4M	Add +77.7%
MYRG MYR Group Inc./Delaware	0.26%	119,933	$17.8M	Reduce -43.7%
OKLO Oklo Inc.	0.25%	805,635	$17.1M	New
CGON CG Oncology Inc.	0.23%	546,904	$15.7M	Add +25.1%
KTOS Kratos Defense & Security	0.23%	591,990	$15.6M	New
SLNO Soleno Therapeutics Inc.	0.22%	339,774	$15.3M	New
EFOR Everforth Inc. filed as ASGN INC	0.22%	178,610	$14.9M	New
PYCR Paycor HCM Inc.	0.21%	793,261	$14.7M	Add +24.6%
HXL Hexcel Corp.	0.21%	225,650	$14.1M	New
MRUS Merus NV	0.20%	331,195	$13.9M	Add +21.6%
EE Excelerate Energy Inc. Class A	0.20%	457,998	$13.9M	New
PRSU Pursuit Attractions and Hosp filed as VIAD CORP	0.18%	292,030	$12.4M	New
ARCO Arcos Dorados Holdings Inc. Class A	0.16%	1,472,490	$10.7M	Add +31.6%
JBTM JBT Marel Corp. filed as JOHN BEAN TECHNOLOGIES CORP	0.15%	82,550	$10.5M	New
IWO iShares Russell 2000 Growth	0.13%	30,000	$8.6M	Reduce -35.5%
HQY Healthequity Inc.	0.09%	65,000	$6.2M	Reduce -70.9%
NVMI Nova Ltd.	0.07%	25,730	$5.1M	Reduce -11.1%
KLC Kindercare Learning Cos Inc.	0.07%	261,736	$4.7M	New
CHE Chemed Corp.	0.05%	6,290	$3.3M	Reduce -96.2%
AVNT Avient Corp.	0.03%	58,573	$2.4M	Reduce -87.3%
FA First Advantage Corp.	0.03%	98,460	$1.8M	Add +9.6%
WCC Wesco International Inc.	0.03%	10,100	$1.8M	Add +27.0%
PANW Palo Alto Networks Inc.	0.03%	9,560	$1.7M	Reduce -95.4%
CLH Clean Harbors Inc.	0.02%	6,870	$1.6M	Reduce -43.1%
BOW Bowhead Specialty Holdings I	0.02%	39,576	$1.4M	Reduce -39.3%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC	0.02%	6,550	$1.1M	Add +4.0%
PAX Patria Investments Ltd. Class A	0.01%	53,700	$625K	New
LEGN Legend Biotech Corp.-ADR	0.00%	2,912	$95K	Reduce -99.8%
PAY Paymentus Holdings Inc. Class A	0.00%	1,062	$35K	New
OLED Universal Display Corp.	0.00%	30	$4K	Reduce -100.0%
SN Sharkninja Inc.	0.00%	30	$3K	No change

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