TimesSquare Capital Management, LLC

Name: TimesSquare Capital Management, LLC 13F holdings, Q1 2025
Creator: TimesSquare Capital Management, LLC
Published: 2025-05-02

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

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%
KTOS Kratos Defense & Security	0.34%	715,640	$21.2M	Add +20.9%
ONTO Onto Innovation Inc.	0.33%	170,825	$20.7M	Add +10.7%
GLBE Global-E Online Ltd.	0.32%	558,100	$19.9M	Reduce -27.6%
MTDR Matador Resources Co.	0.32%	389,403	$19.9M	Reduce -17.5%
SYNA Synaptics Inc.	0.31%	301,410	$19.2M	Reduce -42.7%
MYRG MYR Group Inc./Delaware	0.31%	168,257	$19.0M	Add +40.3%
PJT PJT Partners Inc. Class A	0.29%	132,852	$18.3M	Add +1.4%
NAMS Newamsterdam Pharma Co. NV	0.29%	891,088	$18.2M	Reduce -0.5%
CHEF The Chefs' Warehouse Inc.	0.29%	331,436	$18.1M	Reduce -16.1%
PAY Paymentus Holdings Inc. Class A	0.28%	675,612	$17.6M	Add +63516.9%
AIT Applied Industrial Tech Inc.	0.28%	78,215	$17.6M	Reduce -14.3%
MGY Magnolia Oil & Gas Corp. Class A	0.28%	679,321	$17.2M	Reduce -14.4%
CRDO Credo Technology Group Holdi	0.28%	426,900	$17.1M	Reduce -4.7%
JBTM JBT Marel Corp.	0.27%	136,696	$16.7M	Add +65.6%
FTAI Ftai Aviation Ltd.	0.26%	146,575	$16.3M	New
INR Infinity Natural Resour Class A	0.26%	862,971	$16.2M	New
WHD Cactus Inc. Class A	0.25%	343,341	$15.7M	Reduce -12.7%
PRSU Pursuit Attractions and Hosp	0.24%	426,328	$15.1M	Add +46.0%
KRMN Karman Holdings Inc.	0.24%	445,569	$14.9M	New
SLNO Soleno Therapeutics Inc.	0.24%	206,600	$14.8M	Reduce -39.2%
MRUS Merus NV	0.23%	343,705	$14.5M	Add +3.8%
XYZ Block Inc.	0.23%	261,265	$14.2M	New
IAS Integral Ad Science Holding	0.22%	1,719,863	$13.9M	Reduce -14.0%
EE Excelerate Energy Inc. Class A	0.22%	478,093	$13.7M	Add +4.4%
KLIC Kulicke & Soffa Industries	0.22%	411,375	$13.6M	Reduce -22.5%
MVBF MVB Financial Corp.	0.22%	775,770	$13.4M	Reduce -16.1%
EFOR Everforth Inc. filed as ASGN INC	0.21%	203,200	$12.8M	Add +13.8%
MAX Mediaalpha Inc. Class A	0.20%	1,372,174	$12.7M	Reduce -15.8%
CGON CG Oncology Inc.	0.20%	517,258	$12.7M	Reduce -5.4%
FRPT Freshpet Inc.	0.19%	141,800	$11.8M	Reduce -41.7%
PCVX Vaxcyte Inc.	0.17%	281,863	$10.6M	Reduce -31.9%
CBLL Ceribell Inc.	0.17%	536,829	$10.3M	New
ARCO Arcos Dorados Holdings Inc. Class A	0.14%	1,097,240	$8.8M	Reduce -25.5%
NVMI Nova Ltd.	0.14%	47,270	$8.7M	Add +83.7%
WBS Webster Financial Corp.	0.06%	70,650	$3.6M	Reduce -91.4%
CLH Clean Harbors Inc.	0.03%	9,670	$1.9M	Add +40.8%
WCC Wesco International Inc.	0.03%	10,800	$1.7M	Add +6.9%
BC Brunswick Corp.	0.02%	26,430	$1.4M	Reduce -93.3%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC	0.02%	6,950	$1.3M	Add +6.1%
ALAB Astera Labs Inc.	0.02%	20,520	$1.2M	Reduce -87.2%
PAX Patria Investments Ltd. Class A	0.01%	59,000	$666K	Add +9.9%
VTEX Vtex Class A	0.01%	130,400	$661K	New

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