TimesSquare Capital Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), TimesSquare Capital Management, LLC reported 142 stock positions worth $6.2 billion. Its top holding was Cyberark Software Ltd./Israel (CYBR) at 2.5% of the portfolio, followed by Cencora (COR, 2.1%) and HubSpot (HUBS, 2.0%). Compared with Q4 2024, it opened 10 new positions, sold out of 21, added to 68 and reduced 64. The biggest buy was a new position in Targa Resources (TRGP) and the biggest sale an exit from Teradyne (TER).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001313816
- Portfolio Value
- $6.2B (Q1 2025)
- SEC Filing
- 0000950123-25-003971 ↗ filed May 2, 2025
Holdings Value
Holdings 142 stocks · $6.2B
| CYBR Cyberark Software Ltd./Israel | 2.49% | 457,199 | $154.5M | Reduce -18.4% |
| COR Cencora Inc. | 2.09% | 466,298 | $129.7M | Reduce -14.3% |
| HUBS HubSpot Inc. | 2.01% | 218,060 | $124.6M | Reduce -2.7% |
| VRSK Verisk Analytics Inc. | 1.92% | 401,405 | $119.5M | Add +0.7% |
| LNG Cheniere Energy Inc. | 1.88% | 504,005 | $116.6M | Add +1.4% |
| FROG Jfrog Ltd. | 1.87% | 3,622,911 | $115.9M | Add +6.5% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 1.78% | 968,850 | $110.5M | Reduce -23.8% |
| EME Emcor Group Inc. | 1.69% | 283,812 | $104.9M | Add +23.7% |
| VEEV Veeva Systems Inc. Class A | 1.66% | 444,943 | $103.1M | Add +0.7% |
| TTAN Servicetitan Inc. Class A | 1.60% | 1,044,914 | $99.4M | Add +22.3% |
| RRX Regal Rexnord Corp. | 1.60% | 871,399 | $99.2M | Reduce -1.4% |
| ORLY O'reilly Automotive Inc. | 1.58% | 68,558 | $98.2M | Reduce -4.6% |
| ESAB Esab Corp. | 1.48% | 789,450 | $92.0M | Reduce -6.0% |
| IT Gartner Inc. | 1.47% | 217,809 | $91.4M | Add +2.6% |
| TPG TPG Inc. | 1.41% | 1,845,646 | $87.5M | Add +8.0% |
| APP AppLovin Corp. Class A | 1.37% | 321,375 | $85.2M | Add +17.6% |
| CTAS Cintas Corp. | 1.36% | 410,322 | $84.3M | Reduce -16.1% |
| MPWR Monolithic Power Systems Inc. | 1.36% | 145,302 | $84.3M | Add +6.3% |
| IDXX Idexx Laboratories Inc. | 1.34% | 197,746 | $83.0M | Add +2.2% |
| LSCC Lattice Semiconductor Corp. | 1.32% | 1,559,055 | $81.8M | Add +2.3% |
| INSM Insmed Inc. | 1.31% | 1,064,148 | $81.2M | Add +55.5% |
| ALL Allstate Corp. | 1.24% | 371,303 | $76.9M | Reduce -12.8% |
| INSP Inspire Medical Systems Inc. | 1.22% | 476,217 | $75.9M | Add +9.8% |
| ARGX Argenx SE - ADR | 1.19% | 125,295 | $74.2M | Add +0.8% |
| ROST Ross Stores Inc. | 1.19% | 579,512 | $74.1M | Add +1.0% |
| LOAR Loar Holdings Inc. | 1.13% | 993,503 | $70.2M | Reduce -6.8% |
| STVN Stevanato Group SPA | 1.10% | 3,358,966 | $68.6M | Add +2.1% |
| PINS Pinterest Inc. Class A | 1.09% | 2,184,740 | $67.7M | Add +4.6% |
| TSCO Tractor Supply Company | 1.09% | 1,223,375 | $67.4M | Add +4.2% |
| DASH DoorDash Inc. Class A | 1.06% | 358,818 | $65.6M | Add +0.6% |
| IBKR Interactive Brokers Gro Class A | 1.05% | 392,250 | $65.0M | Add +36.3% |
| AXON Axon Enterprise Inc. | 1.04% | 122,250 | $64.3M | Add +118.6% |
| DT Dynatrace Inc. | 1.03% | 1,362,364 | $64.2M | Add +0.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.03% | 181,760 | $64.1M | Reduce -13.4% |
| WCN Waste Connections Inc. | 1.03% | 328,128 | $64.0M | Reduce -26.2% |
| HXL Hexcel Corp. | 1.03% | 1,166,489 | $63.9M | Add +416.9% |
| CW Curtiss-Wright Corp. | 1.02% | 199,012 | $63.1M | Add +13.0% |
| TYL Tyler Technologies Inc. | 1.00% | 106,532 | $61.9M | Reduce -0.2% |
| HOOD Robinhood Markets Inc. Class A | 0.98% | 1,455,795 | $60.6M | Reduce -23.9% |
| CSGP Costar Group Inc. | 0.96% | 752,887 | $59.7M | Add +12.5% |
| OS Onestream Inc. | 0.93% | 2,699,645 | $57.6M | Add +28.3% |
| WH Wyndham Hotels & Resorts Inc. | 0.93% | 635,120 | $57.5M | Add +27.6% |
| TRGP Targa Resources Corp. | 0.89% | 275,330 | $55.2M | New |
| POOL Pool Corp. | 0.89% | 173,218 | $55.1M | Add +0.4% |
| ROK Rockwell Automation Inc. | 0.88% | 211,885 | $54.7M | Add +8.9% |
| PFGC Performance Food Group Co. | 0.88% | 693,450 | $54.5M | Add +50.7% |
| MLM Martin Marietta Materials | 0.86% | 111,930 | $53.5M | Add +20.1% |
| PR Permian Resources Corp. Class A | 0.84% | 3,756,031 | $52.0M | Add +0.7% |
| CWST Casella Waste Systems Inc. Class A | 0.82% | 454,739 | $50.7M | Reduce -29.7% |
| RPM RPM International Inc. | 0.80% | 431,086 | $49.9M | Add +26.2% |
| APH Amphenol Corp. Class A | 0.80% | 755,438 | $49.5M | Add +12.9% |
| TRMB Trimble Inc. | 0.79% | 747,885 | $49.1M | Add +5.6% |
| GFL GFL Environmental Inc.-Sub VT | 0.79% | 1,014,099 | $49.0M | Add +43.4% |
| NICE Nice Ltd. - Spon ADR | 0.78% | 313,598 | $48.3M | Reduce -0.6% |
| VCTR Victory Capital Holding - A | 0.75% | 800,509 | $46.3M | Reduce -18.0% |
| HLNE Hamilton Lane Inc. Class A | 0.74% | 309,541 | $46.0M | Reduce -1.9% |
| ESTC Elastic NV | 0.74% | 514,030 | $45.8M | Add +9.6% |
| SAFT Safety Insurance Group Inc. | 0.73% | 574,795 | $45.3M | Reduce -4.6% |
| RNR Renaissancere Holdings Ltd. | 0.72% | 187,446 | $45.0M | Reduce -11.8% |
| BRO Brown & Brown Inc. | 0.72% | 358,962 | $44.7M | Reduce -8.4% |
| BSY Bentley Systems Inc. Class B | 0.70% | 1,098,176 | $43.2M | Reduce -0.1% |
| AME Ametek Inc. | 0.67% | 240,667 | $41.4M | Reduce -27.7% |
| SAIA Saia Inc. | 0.66% | 116,400 | $40.7M | Add +9.9% |
| EHC Encompass Health Corp. | 0.65% | 397,641 | $40.3M | Add +5.9% |
| FND Floor & Decor Holdings Inc. Class A | 0.65% | 499,707 | $40.2M | Add +83.3% |
| TTWO Take-Two Interactive Softwre | 0.64% | 192,139 | $39.8M | Add +3.9% |
| AZEK The Azek Co. Inc. | 0.63% | 801,229 | $39.2M | Reduce -2.0% |
| FICO Fair Isaac Corp. | 0.63% | 21,164 | $39.0M | New |
| VERX Vertex Inc. Class A | 0.60% | 1,064,773 | $37.3M | Add +7.3% |
| PCTY Paylocity Holding Corp. | 0.60% | 197,957 | $37.1M | New |
| EFX Equifax Inc. | 0.59% | 150,483 | $36.7M | Reduce -32.2% |
| WK Workiva Inc. | 0.58% | 472,851 | $35.9M | Reduce -15.6% |
| ACVA Acv Auctions Inc. Class A | 0.57% | 2,533,258 | $35.7M | Add +33.9% |
| TTEK Tetra Tech Inc. | 0.55% | 1,175,224 | $34.4M | Add +13.3% |
| ADUS Addus Homecare Corp. | 0.55% | 345,840 | $34.2M | Reduce -2.8% |
| MRVL Marvell Technology Inc. | 0.54% | 543,290 | $33.5M | Add +3.7% |
| IOT Samsara Inc. Class A | 0.53% | 857,331 | $32.9M | Add +18.9% |
| WSO Watsco Inc. | 0.52% | 63,075 | $32.1M | Reduce -30.2% |
| NSA National Storage Affiliates | 0.51% | 800,584 | $31.5M | Reduce -27.9% |
| VRNA Verona Pharma Ltd. | 0.51% | 496,551 | $31.5M | New |
| RGEN Repligen Corp. | 0.48% | 235,987 | $30.0M | Reduce -9.6% |
| BOOT Boot Barn Holdings Inc. | 0.48% | 279,284 | $30.0M | Reduce -3.6% |
| CWAN Clearwater Analytics HDS-A | 0.48% | 1,102,500 | $29.5M | Reduce -35.2% |
| VCEL Vericel Corp. | 0.47% | 652,465 | $29.1M | Add +3.2% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.46% | 354,035 | $28.3M | Reduce -5.8% |
| PAR Par Technology Corp. | 0.45% | 453,925 | $27.8M | Add +11.6% |
| KRYS Krystal Biotech Inc. | 0.41% | 142,183 | $25.6M | Reduce -10.5% |
| FIX Comfort Systems USA Inc. | 0.41% | 78,544 | $25.3M | Reduce -10.8% |
| XENE Xenon Pharmaceuticals Inc. | 0.40% | 745,551 | $25.0M | Reduce -12.2% |
| RBC RBC Bearings Inc. | 0.40% | 76,619 | $24.7M | Reduce -21.3% |
| WRBY Warby Parker Inc. Class A | 0.39% | 1,345,037 | $24.5M | Reduce -19.4% |
| EXPO Exponent Inc. | 0.39% | 298,860 | $24.2M | Reduce -12.8% |
| WSC Willscot Holdings Corp. | 0.39% | 869,030 | $24.2M | Add +5.0% |
| ITT Itt Inc. | 0.39% | 186,288 | $24.1M | Reduce -6.2% |
| ROAD Construction Partners Inc. Class A | 0.38% | 330,880 | $23.8M | Add +28.8% |
| INTA Intapp Inc. | 0.37% | 398,071 | $23.2M | Reduce -10.3% |
| VVV Valvoline Inc. | 0.37% | 659,816 | $23.0M | Add +2.3% |
| EMBJ Embraer SA-Spon ADR | 0.35% | 474,472 | $21.9M | Reduce -52.4% |
| BFAM Bright Horizons Family Solut | 0.35% | 170,150 | $21.6M | Reduce -18.6% |
| MTSI Macom Technology Solutions H | 0.35% | 213,722 | $21.5M | Add +7.2% |
Portfolio Sells Q4 2024 → Q1 2025
| TER Teradyne Inc. | Sold out | 0.00% | −1.30 |
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −1.02 |
| CUBE Cubesmart | Sold out | 0.00% | −0.62 |
| WBS Webster Financial Corp. | Reduce -91.4% | 0.06% | −0.60 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.53 |
| KBR KBR Inc. | Sold out | 0.00% | −0.48 |
| RRX Regal Rexnord Corp. | Reduce -1.4% | 1.60% | −0.40 |
| FORM Formfactor Inc. | Sold out | 0.00% | −0.37 |
| BC Brunswick Corp. | Reduce -93.3% | 0.02% | −0.35 |
| FRPT Freshpet Inc. | Reduce -41.7% | 0.19% | −0.33 |
| PCVX Vaxcyte Inc. | Reduce -31.9% | 0.17% | −0.32 |
| DAWN Day One Biopharmaceuticals I | Sold out | 0.00% | −0.32 |
| WK Workiva Inc. | Reduce -15.6% | 0.58% | −0.32 |
| PI Impinj Inc. | Sold out | 0.00% | −0.30 |
| GLBE Global-E Online Ltd. | Reduce -27.6% | 0.32% | −0.29 |
| ALAB Astera Labs Inc. | Reduce -87.2% | 0.02% | −0.29 |
| SYNA Synaptics Inc. | Reduce -42.7% | 0.31% | −0.28 |
| HUBS HubSpot Inc. | Reduce -2.7% | 2.01% | −0.27 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.25 |
| EFX Equifax Inc. | Reduce -32.2% | 0.59% | −0.23 |
| CYBR Cyberark Software Ltd./Israel | Reduce -18.4% | 2.49% | −0.23 |
| PYCR Paycor HCM Inc. | Sold out | 0.00% | −0.21 |
| AME Ametek Inc. | Reduce -27.7% | 0.67% | −0.21 |
| CWAN Clearwater Analytics HDS-A | Reduce -35.2% | 0.48% | −0.21 |
| WRBY Warby Parker Inc. Class A | Reduce -19.4% | 0.39% | −0.19 |
| VCTR Victory Capital Holding - A | Reduce -18.0% | 0.75% | −0.19 |
| CWST Casella Waste Systems Inc. Class A | Reduce -29.7% | 0.82% | −0.18 |
| EMBJ Embraer SA-Spon ADR | Reduce -52.4% | 0.35% | −0.18 |
| CRDO Credo Technology Group Holdi | Reduce -4.7% | 0.28% | −0.16 |
| BOOT Boot Barn Holdings Inc. | Reduce -3.6% | 0.48% | −0.16 |
| KLIC Kulicke & Soffa Industries | Reduce -22.5% | 0.22% | −0.14 |
| FIX Comfort Systems USA Inc. | Reduce -10.8% | 0.41% | −0.14 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.13 |
| WSO Watsco Inc. | Reduce -30.2% | 0.52% | −0.11 |
| NSA National Storage Affiliates | Reduce -27.9% | 0.51% | −0.11 |
| ADUS Addus Homecare Corp. | Reduce -2.8% | 0.55% | −0.10 |
| QTWO Q2 Holdings Inc. | Reduce -5.8% | 0.46% | −0.09 |
| HQY Healthequity Inc. | Sold out | 0.00% | −0.09 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -12.2% | 0.40% | −0.08 |
| IAS Integral Ad Science Holding | Reduce -14.0% | 0.22% | −0.08 |
| WHD Cactus Inc. Class A | Reduce -12.7% | 0.25% | −0.08 |
| WCN Waste Connections Inc. | Reduce -26.2% | 1.03% | −0.08 |
| KLC Kindercare Learning Cos Inc. | Sold out | 0.00% | −0.07 |
| MTDR Matador Resources Co. | Reduce -17.5% | 0.32% | −0.07 |
| RGEN Repligen Corp. | Reduce -9.6% | 0.48% | −0.06 |
| MAX Mediaalpha Inc. Class A | Reduce -15.8% | 0.20% | −0.06 |
| HOOD Robinhood Markets Inc. Class A | Reduce -23.9% | 0.98% | −0.06 |
| MVBF MVB Financial Corp. | Reduce -16.1% | 0.22% | −0.06 |
| EXPO Exponent Inc. | Reduce -12.8% | 0.39% | −0.06 |
| BSY Bentley Systems Inc. Class B | Reduce -0.1% | 0.70% | −0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| TRGP Targa Resources Corp. | New | 0.89% | +0.89 |
| HXL Hexcel Corp. | Add +416.9% | 1.03% | +0.82 |
| FICO Fair Isaac Corp. | New | 0.63% | +0.63 |
| INSM Insmed Inc. | Add +55.5% | 1.31% | +0.62 |
| PCTY Paylocity Holding Corp. | New | 0.60% | +0.60 |
| AXON Axon Enterprise Inc. | Add +118.6% | 1.04% | +0.55 |
| VRNA Verona Pharma Ltd. | New | 0.51% | +0.51 |
| FROG Jfrog Ltd. | Add +6.5% | 1.87% | +0.41 |
| GFL GFL Environmental Inc.-Sub VT | Add +43.4% | 0.79% | +0.33 |
| VRSK Verisk Analytics Inc. | Add +0.7% | 1.92% | +0.32 |
| LNG Cheniere Energy Inc. | Add +1.4% | 1.88% | +0.32 |
| TTAN Servicetitan Inc. Class A | Add +22.3% | 1.60% | +0.32 |
| PFGC Performance Food Group Co. | Add +50.7% | 0.88% | +0.31 |
| VEEV Veeva Systems Inc. Class A | Add +0.7% | 1.66% | +0.31 |
| IBKR Interactive Brokers Gro Class A | Add +36.3% | 1.05% | +0.31 |
| PAY Paymentus Holdings Inc. Class A | Add +63516.9% | 0.28% | +0.28 |
| CSGP Costar Group Inc. | Add +12.5% | 0.96% | +0.26 |
| FTAI Ftai Aviation Ltd. | New | 0.26% | +0.26 |
| INR Infinity Natural Resour Class A | New | 0.26% | +0.26 |
| FND Floor & Decor Holdings Inc. Class A | Add +83.3% | 0.65% | +0.25 |
| KRMN Karman Holdings Inc. | New | 0.24% | +0.24 |
| XYZ Block Inc. | New | 0.23% | +0.23 |
| PINS Pinterest Inc. Class A | Add +4.6% | 1.09% | +0.21 |
| WH Wyndham Hotels & Resorts Inc. | Add +27.6% | 0.93% | +0.19 |
| RPM RPM International Inc. | Add +26.2% | 0.80% | +0.19 |
| DASH DoorDash Inc. Class A | Add +0.6% | 1.06% | +0.18 |
| MPWR Monolithic Power Systems Inc. | Add +6.3% | 1.36% | +0.18 |
| TSCO Tractor Supply Company | Add +4.2% | 1.09% | +0.18 |
| EME Emcor Group Inc. | Add +23.7% | 1.69% | +0.17 |
| IDXX Idexx Laboratories Inc. | Add +2.2% | 1.34% | +0.17 |
| CBLL Ceribell Inc. | New | 0.17% | +0.17 |
| MLM Martin Marietta Materials | Add +20.1% | 0.86% | +0.16 |
| TTWO Take-Two Interactive Softwre | Add +3.9% | 0.64% | +0.14 |
| EHC Encompass Health Corp. | Add +5.9% | 0.65% | +0.14 |
| APH Amphenol Corp. Class A | Add +12.9% | 0.80% | +0.12 |
| JBTM JBT Marel Corp. | Add +65.6% | 0.27% | +0.12 |
| KTOS Kratos Defense & Security | Add +20.9% | 0.34% | +0.11 |
| CW Curtiss-Wright Corp. | Add +13.0% | 1.02% | +0.11 |
| APP AppLovin Corp. Class A | Add +17.6% | 1.37% | +0.08 |
| ARGX Argenx SE - ADR | Add +0.8% | 1.19% | +0.08 |
| ROK Rockwell Automation Inc. | Add +8.9% | 0.88% | +0.07 |
| IOT Samsara Inc. Class A | Add +18.9% | 0.53% | +0.07 |
| NVMI Nova Ltd. | Add +83.7% | 0.14% | +0.07 |
| PRSU Pursuit Attractions and Hosp | Add +46.0% | 0.24% | +0.06 |
| TRMB Trimble Inc. | Add +5.6% | 0.79% | +0.06 |
| ESTC Elastic NV | Add +9.6% | 0.74% | +0.06 |
| STVN Stevanato Group SPA | Add +2.1% | 1.10% | +0.06 |
| LSCC Lattice Semiconductor Corp. | Add +2.3% | 1.32% | +0.06 |
| PR Permian Resources Corp. Class A | Add +0.7% | 0.84% | +0.06 |
| OS Onestream Inc. | Add +28.3% | 0.93% | +0.05 |
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 |