TimesSquare Capital Management, LLC

Name: TimesSquare Capital Management, LLC 13F holdings, Q2 2025
Creator: TimesSquare Capital Management, LLC
Published: 2025-08-08

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

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%
NSA National Storage Affiliates	0.35%	760,913	$24.3M	Reduce -5.0%
IWO iShares Russell 2000 Growth	0.35%	85,000	$24.3M	New
WRBY Warby Parker Inc. Class A	0.35%	1,101,561	$24.2M	Reduce -18.1%
OLLI Ollie's Bargain Outlet Holdi	0.34%	179,000	$23.6M	New
EMBJ Embraer SA-Spon ADR	0.34%	411,647	$23.4M	Reduce -13.2%
PJT PJT Partners Inc. Class A	0.33%	139,941	$23.1M	Add +5.3%
PSN Parsons Corp.	0.33%	314,120	$22.5M	New
WSC Willscot Holdings Corp.	0.32%	815,661	$22.3M	Reduce -6.1%
GTLS Chart Industries Inc.	0.32%	134,006	$22.1M	New
EXPO Exponent Inc.	0.32%	292,539	$21.9M	Reduce -2.1%
BFAM Bright Horizons Family Solut	0.31%	171,648	$21.2M	Add +0.9%
EE Excelerate Energy Inc. Class A	0.30%	716,352	$21.0M	Add +49.8%
SLNO Soleno Therapeutics Inc.	0.30%	247,369	$20.7M	Add +19.7%
AIT Applied Industrial Tech Inc.	0.29%	86,434	$20.1M	Add +10.5%
FTAI Ftai Aviation Ltd.	0.29%	174,147	$20.0M	Add +18.8%
MTDR Matador Resources Co.	0.27%	388,632	$18.5M	Reduce -0.2%
GLBE Global-E Online Ltd.	0.27%	550,973	$18.5M	Reduce -1.3%
XYZ Block Inc.	0.26%	264,975	$18.0M	Add +1.4%
XENE Xenon Pharmaceuticals Inc.	0.26%	571,242	$17.9M	Reduce -23.4%
GRDN Guardian Phrmcy Services-A	0.25%	814,223	$17.4M	New
KRMN Karman Holdings Inc.	0.24%	335,060	$16.9M	Reduce -24.8%
CRS Carpenter Technology	0.24%	60,622	$16.8M	New
INR Infinity Natural Resour Class A	0.23%	883,504	$16.2M	Add +2.4%
NAMS Newamsterdam Pharma Co. NV	0.23%	872,537	$15.8M	Reduce -2.1%
KRYS Krystal Biotech Inc.	0.23%	114,204	$15.7M	Reduce -19.7%
MGY Magnolia Oil & Gas Corp. Class A	0.22%	691,959	$15.6M	Add +1.9%
CBLL Ceribell Inc.	0.22%	796,945	$14.9M	Add +48.5%
BRZE Braze Inc. Class A	0.20%	500,745	$14.1M	New
MVBF MVB Financial Corp.	0.19%	594,548	$13.4M	Reduce -23.4%
CGON CG Oncology Inc.	0.19%	512,201	$13.3M	Reduce -1.0%
NVMI Nova Ltd.	0.19%	48,130	$13.2M	Add +1.8%
MRUS Merus NV	0.18%	242,698	$12.8M	Reduce -29.4%
PRSU Pursuit Attractions and Hosp	0.18%	439,793	$12.7M	Add +3.2%
FRPT Freshpet Inc.	0.18%	179,324	$12.2M	Add +26.5%
ONTO Onto Innovation Inc.	0.17%	119,487	$12.1M	Reduce -30.1%
WHD Cactus Inc. Class A	0.17%	262,778	$11.5M	Reduce -23.5%
IRTC Irhythm Holdings Inc.	0.16%	71,660	$11.0M	New
EFOR Everforth Inc. filed as ASGN INC	0.15%	207,482	$10.4M	Add +2.1%
ARCO Arcos Dorados Holdings Inc. Class A	0.10%	873,702	$6.9M	Reduce -20.4%
SITM Sitime Corp.	0.07%	23,720	$5.1M	New
CLH Clean Harbors Inc.	0.02%	6,770	$1.6M	Reduce -30.0%
WBS Webster Financial Corp.	0.02%	22,601	$1.2M	Reduce -68.0%
JHX James Hardie Ord	0.00%	400	$11K	New
WCC Wesco International Inc.	0.00%	30	$6K	Reduce -99.7%
ALAB Astera Labs Inc.	0.00%	60	$5K	Reduce -99.7%

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