TimesSquare Capital Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), TimesSquare Capital Management, LLC reported 145 stock positions worth $6.9 billion. Its top holding was Emcor (EME) at 2.2% of the portfolio, followed by Jfrog (FROG, 2.2%) and Cencora (COR, 2.0%). Compared with Q1 2025, it opened 13 new positions, sold out of 10, added to 65 and reduced 67. The biggest buy was a new position in Carlisle Cos (CSL) and the biggest sale an exit from Rockwell Automation (ROK).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001313816
- Portfolio Value
- $6.9B (Q2 2025)
- SEC Filing
- 0000950123-25-007295 ↗ filed Aug 8, 2025
Holdings Value
Holdings 145 stocks · $6.9B
| EME Emcor Group Inc. | 2.16% | 280,482 | $150.0M | Reduce -1.2% |
| FROG Jfrog Ltd. | 2.15% | 3,401,292 | $149.2M | Reduce -6.1% |
| COR Cencora Inc. | 2.01% | 465,893 | $139.7M | Reduce -0.1% |
| HUBS HubSpot Inc. | 1.92% | 239,598 | $133.4M | Add +9.9% |
| VEEV Veeva Systems Inc. Class A | 1.88% | 452,758 | $130.4M | Add +1.8% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 1.82% | 1,171,100 | $126.3M | Add +20.9% |
| LNG Cheniere Energy Inc. | 1.80% | 512,680 | $124.8M | Add +1.7% |
| CYBR Cyberark Software Ltd./Israel | 1.79% | 305,448 | $124.3M | Reduce -33.2% |
| RRX Regal Rexnord Corp. | 1.78% | 851,809 | $123.5M | Reduce -2.3% |
| VRSK Verisk Analytics Inc. | 1.71% | 381,405 | $118.8M | Reduce -5.0% |
| MPWR Monolithic Power Systems Inc. | 1.56% | 147,907 | $108.2M | Add +1.8% |
| IDXX Idexx Laboratories Inc. | 1.56% | 201,276 | $108.0M | Add +1.8% |
| AXON Axon Enterprise Inc. | 1.54% | 128,714 | $106.6M | Add +5.3% |
| TPG TPG Inc. | 1.41% | 1,870,616 | $98.1M | Add +1.4% |
| HOOD Robinhood Markets Inc. Class A | 1.39% | 1,031,253 | $96.6M | Reduce -29.2% |
| ORLY O'reilly Automotive Inc. | 1.36% | 1,043,960 | $94.1M | Add +1.5% |
| TTAN Servicetitan Inc. Class A | 1.31% | 850,453 | $91.2M | Reduce -18.6% |
| APP AppLovin Corp. Class A | 1.31% | 259,661 | $90.9M | Reduce -19.2% |
| CTAS Cintas Corp. | 1.31% | 407,803 | $90.9M | Reduce -0.6% |
| DASH DoorDash Inc. Class A | 1.30% | 365,558 | $90.1M | Add +1.9% |
| ESAB Esab Corp. | 1.30% | 747,036 | $90.1M | Reduce -5.4% |
| IT Gartner Inc. | 1.29% | 221,884 | $89.7M | Add +1.9% |
| IBKR Interactive Brokers Gro Class A | 1.27% | 1,590,275 | $88.1M | Add +1.4% |
| CW Curtiss-Wright Corp. | 1.27% | 180,167 | $88.0M | Reduce -9.5% |
| INSM Insmed Inc. | 1.27% | 873,491 | $87.9M | Reduce -17.9% |
| STVN Stevanato Group SPA | 1.17% | 3,325,539 | $81.2M | Reduce -1.0% |
| PINS Pinterest Inc. Class A | 1.14% | 2,212,175 | $79.3M | Add +1.3% |
| LSCC Lattice Semiconductor Corp. | 1.12% | 1,587,301 | $77.8M | Add +1.8% |
| DT Dynatrace Inc. | 1.10% | 1,383,654 | $76.4M | Add +1.6% |
| OS Onestream Inc. | 1.09% | 2,666,751 | $75.5M | Reduce -1.2% |
| ARGX Argenx SE - ADR | 1.06% | 133,580 | $73.6M | Add +6.6% |
| TSCO Tractor Supply Company | 1.04% | 1,360,795 | $71.8M | Add +11.2% |
| ALL Allstate Corp. | 1.03% | 356,253 | $71.7M | Reduce -4.0% |
| WH Wyndham Hotels & Resorts Inc. | 1.01% | 864,293 | $70.2M | Add +36.1% |
| LOAR Loar Holdings Inc. | 0.97% | 776,729 | $66.9M | Reduce -21.8% |
| ROST Ross Stores Inc. | 0.96% | 521,852 | $66.6M | Reduce -9.9% |
| HXL Hexcel Corp. | 0.95% | 1,160,665 | $65.6M | Reduce -0.5% |
| CSGP Costar Group Inc. | 0.94% | 810,196 | $65.1M | Add +7.6% |
| INSP Inspire Medical Systems Inc. | 0.93% | 499,199 | $64.8M | Add +4.8% |
| TYL Tyler Technologies Inc. | 0.93% | 108,497 | $64.3M | Add +1.8% |
| PFGC Performance Food Group Co. | 0.87% | 690,125 | $60.4M | Reduce -0.5% |
| MLM Martin Marietta Materials | 0.85% | 107,445 | $59.0M | Reduce -4.0% |
| CWST Casella Waste Systems Inc. Class A | 0.83% | 501,029 | $57.8M | Add +10.2% |
| TRMB Trimble Inc. | 0.83% | 758,055 | $57.6M | Add +1.4% |
| WCN Waste Connections Inc. | 0.83% | 308,062 | $57.5M | Reduce -6.1% |
| BSY Bentley Systems Inc. Class B | 0.82% | 1,059,490 | $57.2M | Reduce -3.5% |
| IOT Samsara Inc. Class A | 0.82% | 1,431,409 | $56.9M | Add +67.0% |
| TRGP Targa Resources Corp. | 0.79% | 315,360 | $54.9M | Add +14.5% |
| ESTC Elastic NV | 0.77% | 636,920 | $53.7M | Add +23.9% |
| POOL Pool Corp. | 0.77% | 182,175 | $53.1M | Add +5.2% |
| NICE Nice Ltd. - Spon ADR | 0.76% | 309,985 | $52.4M | Reduce -1.1% |
| GFL GFL Environmental Inc.-Sub VT | 0.75% | 1,029,096 | $51.9M | Add +1.5% |
| BRO Brown & Brown Inc. | 0.72% | 449,542 | $49.8M | Add +25.2% |
| RPM RPM International Inc. | 0.72% | 453,589 | $49.8M | Add +5.2% |
| VCTR Victory Capital Holding - A | 0.71% | 778,273 | $49.6M | Reduce -2.8% |
| MRVL Marvell Technology Inc. | 0.70% | 624,195 | $48.3M | Add +14.9% |
| TTWO Take-Two Interactive Softwre | 0.68% | 195,479 | $47.5M | Add +1.7% |
| AME Ametek Inc. | 0.68% | 259,937 | $47.0M | Add +8.0% |
| VRNA Verona Pharma Ltd. | 0.67% | 493,603 | $46.7M | Reduce -0.6% |
| CSL Carlisle Cos Inc. | 0.66% | 123,240 | $46.0M | New |
| ADUS Addus Homecare Corp. | 0.65% | 394,047 | $45.4M | Add +13.9% |
| PR Permian Resources Corp. Class A | 0.65% | 3,286,931 | $44.8M | Reduce -12.5% |
| SAFT Safety Insurance Group Inc. | 0.63% | 552,680 | $43.9M | Reduce -3.9% |
| RNR Renaissancere Holdings Ltd. | 0.63% | 180,032 | $43.7M | Reduce -4.0% |
| FICO Fair Isaac Corp. | 0.62% | 23,464 | $42.9M | Add +10.9% |
| APH Amphenol Corp. Class A | 0.61% | 430,582 | $42.5M | Reduce -43.0% |
| HLNE Hamilton Lane Inc. Class A | 0.61% | 296,348 | $42.1M | Reduce -4.3% |
| EHC Encompass Health Corp. | 0.60% | 338,269 | $41.5M | Reduce -14.9% |
| JBTM JBT Marel Corp. | 0.59% | 338,345 | $40.7M | Add +147.5% |
| AZEK The Azek Co. Inc. | 0.59% | 747,116 | $40.6M | Reduce -6.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.57% | 78,153 | $39.8M | Reduce -57.0% |
| FND Floor & Decor Holdings Inc. Class A | 0.56% | 508,642 | $38.6M | Add +1.8% |
| ACVA Acv Auctions Inc. Class A | 0.55% | 2,349,198 | $38.1M | Reduce -7.3% |
| VERX Vertex Inc. Class A | 0.54% | 1,067,825 | $37.7M | Add +0.3% |
| TTEK Tetra Tech Inc. | 0.54% | 1,047,796 | $37.7M | Reduce -10.8% |
| PCTY Paylocity Holding Corp. | 0.53% | 201,642 | $36.5M | Add +1.9% |
| ITT Itt Inc. | 0.49% | 218,500 | $34.3M | Add +17.3% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.49% | 363,374 | $34.0M | Add +2.6% |
| VVV Valvoline Inc. | 0.49% | 894,243 | $33.9M | Add +35.5% |
| SAIA Saia Inc. | 0.48% | 121,315 | $33.2M | Add +4.2% |
| FIX Comfort Systems USA Inc. | 0.48% | 61,710 | $33.1M | Reduce -21.4% |
| WSO Watsco Inc. | 0.48% | 74,855 | $33.1M | Add +18.7% |
| CRDO Credo Technology Group Holdi | 0.47% | 353,000 | $32.7M | Reduce -17.3% |
| PAR Par Technology Corp. | 0.47% | 464,914 | $32.3M | Add +2.4% |
| EFX Equifax Inc. | 0.46% | 124,268 | $32.2M | Reduce -17.4% |
| KTOS Kratos Defense & Security | 0.46% | 690,491 | $32.1M | Reduce -3.5% |
| VCEL Vericel Corp. | 0.46% | 743,389 | $31.6M | Add +13.9% |
| WK Workiva Inc. | 0.45% | 459,586 | $31.5M | Reduce -2.8% |
| RGEN Repligen Corp. | 0.43% | 240,231 | $29.9M | Add +1.8% |
| CWAN Clearwater Analytics HDS-A | 0.43% | 1,360,316 | $29.8M | Add +23.4% |
| EVR Evercore Inc. Class A | 0.41% | 105,350 | $28.4M | New |
| CHEF The Chefs' Warehouse Inc. | 0.41% | 440,877 | $28.1M | Add +33.0% |
| MYRG MYR Group Inc./Delaware | 0.40% | 154,300 | $28.0M | Reduce -8.3% |
| FLUT Flutter Entertainment PLC-Di | 0.40% | 96,142 | $27.5M | New |
| RBC RBC Bearings Inc. | 0.39% | 70,498 | $27.1M | Reduce -8.0% |
| INTA Intapp Inc. | 0.38% | 513,250 | $26.5M | Add +28.9% |
| ROAD Construction Partners Inc. Class A | 0.38% | 248,935 | $26.5M | Reduce -24.8% |
| BOOT Boot Barn Holdings Inc. | 0.38% | 173,260 | $26.3M | Reduce -38.0% |
| MTSI Macom Technology Solutions H | 0.37% | 180,619 | $25.9M | Reduce -15.5% |
| PAY Paymentus Holdings Inc. Class A | 0.37% | 781,609 | $25.6M | Add +15.7% |
Portfolio Sells Q1 2025 → Q2 2025
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.88 |
| CYBR Cyberark Software Ltd./Israel | Reduce -33.2% | 1.79% | −0.70 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -57.0% | 0.57% | −0.46 |
| SYNA Synaptics Inc. | Sold out | 0.00% | −0.31 |
| TTAN Servicetitan Inc. Class A | Reduce -18.6% | 1.31% | −0.29 |
| ROST Ross Stores Inc. | Reduce -9.9% | 0.96% | −0.23 |
| IAS Integral Ad Science Holding | Sold out | 0.00% | −0.22 |
| KLIC Kulicke & Soffa Industries | Sold out | 0.00% | −0.22 |
| VRSK Verisk Analytics Inc. | Reduce -5.0% | 1.71% | −0.21 |
| MAX Mediaalpha Inc. Class A | Sold out | 0.00% | −0.20 |
| ALL Allstate Corp. | Reduce -4.0% | 1.03% | −0.20 |
| WCN Waste Connections Inc. | Reduce -6.1% | 0.83% | −0.20 |
| PR Permian Resources Corp. Class A | Reduce -12.5% | 0.65% | −0.19 |
| KRYS Krystal Biotech Inc. | Reduce -19.7% | 0.23% | −0.19 |
| APH Amphenol Corp. Class A | Reduce -43.0% | 0.61% | −0.18 |
| ESAB Esab Corp. | Reduce -5.4% | 1.30% | −0.18 |
| PCVX Vaxcyte Inc. | Sold out | 0.00% | −0.17 |
| LOAR Loar Holdings Inc. | Reduce -21.8% | 0.97% | −0.17 |
| ONTO Onto Innovation Inc. | Reduce -30.1% | 0.17% | −0.16 |
| NSA National Storage Affiliates | Reduce -5.0% | 0.35% | −0.16 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -23.4% | 0.26% | −0.14 |
| HLNE Hamilton Lane Inc. Class A | Reduce -4.3% | 0.61% | −0.13 |
| EFX Equifax Inc. | Reduce -17.4% | 0.46% | −0.13 |
| WK Workiva Inc. | Reduce -2.8% | 0.45% | −0.12 |
| BOOT Boot Barn Holdings Inc. | Reduce -38.0% | 0.38% | −0.10 |
| SAFT Safety Insurance Group Inc. | Reduce -3.9% | 0.63% | −0.10 |
| RNR Renaissancere Holdings Ltd. | Reduce -4.0% | 0.63% | −0.09 |
| WHD Cactus Inc. Class A | Reduce -23.5% | 0.17% | −0.09 |
| HXL Hexcel Corp. | Reduce -0.5% | 0.95% | −0.08 |
| EXPO Exponent Inc. | Reduce -2.1% | 0.32% | −0.07 |
| COR Cencora Inc. | Reduce -0.1% | 2.01% | −0.07 |
| WSC Willscot Holdings Corp. | Reduce -6.1% | 0.32% | −0.07 |
| NAMS Newamsterdam Pharma Co. NV | Reduce -2.1% | 0.23% | −0.07 |
| APP AppLovin Corp. Class A | Reduce -19.2% | 1.31% | −0.06 |
| GLBE Global-E Online Ltd. | Reduce -1.3% | 0.27% | −0.05 |
| MTDR Matador Resources Co. | Reduce -0.2% | 0.27% | −0.05 |
| EHC Encompass Health Corp. | Reduce -14.9% | 0.60% | −0.05 |
| MRUS Merus NV | Reduce -29.4% | 0.18% | −0.05 |
| CTAS Cintas Corp. | Reduce -0.6% | 1.31% | −0.05 |
| WRBY Warby Parker Inc. Class A | Reduce -18.1% | 0.35% | −0.05 |
| AZEK The Azek Co. Inc. | Reduce -6.8% | 0.59% | −0.05 |
| ARCO Arcos Dorados Holdings Inc. Class A | Reduce -20.4% | 0.10% | −0.04 |
| WBS Webster Financial Corp. | Reduce -68.0% | 0.02% | −0.04 |
| INSM Insmed Inc. | Reduce -17.9% | 1.27% | −0.04 |
| VCTR Victory Capital Holding - A | Reduce -2.8% | 0.71% | −0.03 |
| WCC Wesco International Inc. | Reduce -99.7% | 0.00% | −0.03 |
| ACVA Acv Auctions Inc. Class A | Reduce -7.3% | 0.55% | −0.03 |
| NICE Nice Ltd. - Spon ADR | Reduce -1.1% | 0.76% | −0.02 |
| MVBF MVB Financial Corp. | Reduce -23.4% | 0.19% | −0.02 |
| BC Brunswick Corp. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| CSL Carlisle Cos Inc. | New | 0.66% | +0.66 |
| AXON Axon Enterprise Inc. | Add +5.3% | 1.54% | +0.50 |
| EVR Evercore Inc. Class A | New | 0.41% | +0.41 |
| FLUT Flutter Entertainment PLC-Di | New | 0.40% | +0.40 |
| IWO iShares Russell 2000 Growth | New | 0.35% | +0.35 |
| OLLI Ollie's Bargain Outlet Holdi | New | 0.34% | +0.34 |
| PSN Parsons Corp. | New | 0.33% | +0.33 |
| GTLS Chart Industries Inc. | New | 0.32% | +0.32 |
| JBTM JBT Marel Corp. | Add +147.5% | 0.59% | +0.32 |
| IOT Samsara Inc. Class A | Add +67.0% | 0.82% | +0.29 |
| GRDN Guardian Phrmcy Services-A | New | 0.25% | +0.25 |
| DASH DoorDash Inc. Class A | Add +1.9% | 1.30% | +0.24 |
| CRS Carpenter Technology | New | 0.24% | +0.24 |
| IBKR Interactive Brokers Gro Class A | Add +1.4% | 1.27% | +0.22 |
| VEEV Veeva Systems Inc. Class A | Add +1.8% | 1.88% | +0.22 |
| IDXX Idexx Laboratories Inc. | Add +1.8% | 1.56% | +0.22 |
| BRZE Braze Inc. Class A | New | 0.20% | +0.20 |
| MPWR Monolithic Power Systems Inc. | Add +1.8% | 1.56% | +0.20 |
| IRTC Irhythm Holdings Inc. | New | 0.16% | +0.16 |
| MRVL Marvell Technology Inc. | Add +14.9% | 0.70% | +0.16 |
| VVV Valvoline Inc. | Add +35.5% | 0.49% | +0.12 |
| CHEF The Chefs' Warehouse Inc. | Add +33.0% | 0.41% | +0.12 |
| ITT Itt Inc. | Add +17.3% | 0.49% | +0.11 |
| ADUS Addus Homecare Corp. | Add +13.9% | 0.65% | +0.10 |
| WH Wyndham Hotels & Resorts Inc. | Add +36.1% | 1.01% | +0.09 |
| PAY Paymentus Holdings Inc. Class A | Add +15.7% | 0.37% | +0.09 |
| EE Excelerate Energy Inc. Class A | Add +49.8% | 0.30% | +0.08 |
| SITM Sitime Corp. | New | 0.07% | +0.07 |
| DT Dynatrace Inc. | Add +1.6% | 1.10% | +0.07 |
| SLNO Soleno Therapeutics Inc. | Add +19.7% | 0.30% | +0.06 |
| PINS Pinterest Inc. Class A | Add +1.3% | 1.14% | +0.05 |
| NVMI Nova Ltd. | Add +1.8% | 0.19% | +0.05 |
| CBLL Ceribell Inc. | Add +48.5% | 0.22% | +0.05 |
| TTWO Take-Two Interactive Softwre | Add +1.7% | 0.68% | +0.04 |
| BJ Bj's Wholesale Club Holdings | Add +20.9% | 1.82% | +0.04 |
| TRMB Trimble Inc. | Add +1.4% | 0.83% | +0.04 |
| PJT PJT Partners Inc. Class A | Add +5.3% | 0.33% | +0.04 |
| ESTC Elastic NV | Add +23.9% | 0.77% | +0.04 |
| QTWO Q2 Holdings Inc. | Add +2.6% | 0.49% | +0.03 |
| XYZ Block Inc. | Add +1.4% | 0.26% | +0.03 |
| FTAI Ftai Aviation Ltd. | Add +18.8% | 0.29% | +0.03 |
| CWST Casella Waste Systems Inc. Class A | Add +10.2% | 0.83% | +0.02 |
| PAR Par Technology Corp. | Add +2.4% | 0.47% | +0.02 |
| AME Ametek Inc. | Add +8.0% | 0.68% | +0.01 |
| INTA Intapp Inc. | Add +28.9% | 0.38% | +0.01 |
| AIT Applied Industrial Tech Inc. | Add +10.5% | 0.29% | +0.01 |
| TPG TPG Inc. | Add +1.4% | 1.41% | +0.01 |
| JHX James Hardie Ord | New | 0.00% | +0.00 |
| BRO Brown & Brown Inc. | Add +25.2% | 0.72% | −0.00 |
| FICO Fair Isaac Corp. | Add +10.9% | 0.62% | −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 |