TimesSquare Capital Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), TimesSquare Capital Management, LLC reported 156 stock positions worth $7.0 billion. Its top holding was Emcor (EME) at 2.5% of the portfolio, followed by Cencora (COR, 2.0%) and Jfrog (FROG, 2.0%). Compared with Q2 2025, it opened 21 new positions, sold out of 10, added to 46 and reduced 88. The biggest buy was Karman (KRMN, shares +362%) and the biggest sale Gartner (IT, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001313816
- Portfolio Value
- $7.0B (Q3 2025)
- SEC Filing
- 0001193125-25-270944 ↗ filed Nov 7, 2025
Holdings Value
Holdings 156 stocks · $7.0B
| EME Emcor Group Inc. | 2.45% | 264,237 | $171.6M | Reduce -5.8% |
| COR Cencora Inc. | 1.98% | 443,601 | $138.6M | Reduce -4.8% |
| FROG Jfrog Ltd. | 1.96% | 2,896,005 | $137.1M | Reduce -14.9% |
| MPWR Monolithic Power Systems Inc. | 1.86% | 141,011 | $129.8M | Reduce -4.7% |
| VEEV Veeva Systems Inc. Class A | 1.84% | 433,034 | $129.0M | Reduce -4.4% |
| IDXX Idexx Laboratories Inc. | 1.76% | 192,938 | $123.3M | Reduce -4.1% |
| CYBR Cyberark Software Ltd./Israel | 1.74% | 252,174 | $121.8M | Reduce -17.4% |
| LNG Cheniere Energy Inc. | 1.65% | 490,306 | $115.2M | Reduce -4.4% |
| KRMN Karman Holdings Inc. | 1.60% | 1,546,905 | $111.7M | Add +361.7% |
| HUBS HubSpot Inc. | 1.54% | 230,400 | $107.8M | Reduce -3.8% |
| ORLY O'reilly Automotive Inc. | 1.53% | 993,180 | $107.1M | Reduce -4.9% |
| IBKR Interactive Brokers Gro Class A | 1.52% | 1,545,356 | $106.3M | Reduce -2.8% |
| LSCC Lattice Semiconductor Corp. | 1.50% | 1,425,948 | $104.6M | Reduce -10.2% |
| RRX Regal Rexnord Corp. | 1.48% | 719,093 | $103.1M | Reduce -15.6% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 1.45% | 1,084,359 | $101.1M | Reduce -7.4% |
| TPG TPG Inc. | 1.40% | 1,706,515 | $98.0M | Reduce -8.8% |
| HOOD Robinhood Markets Inc. Class A | 1.40% | 681,371 | $97.6M | Reduce -33.9% |
| VRSK Verisk Analytics Inc. | 1.38% | 382,764 | $96.3M | Add +0.4% |
| FLUT Flutter Entertainment PLC-Di | 1.38% | 378,878 | $96.2M | Add +294.1% |
| DASH DoorDash Inc. Class A | 1.36% | 350,083 | $95.2M | Reduce -4.2% |
| CW Curtiss-Wright Corp. | 1.35% | 173,547 | $94.2M | Reduce -3.7% |
| ARGX Argenx SE - ADR | 1.35% | 127,530 | $94.1M | Reduce -4.5% |
| TTAN Servicetitan Inc. Class A | 1.31% | 905,704 | $91.3M | Add +6.5% |
| AXON Axon Enterprise Inc. | 1.27% | 123,304 | $88.5M | Reduce -4.2% |
| STVN Stevanato Group SPA | 1.20% | 3,267,676 | $84.1M | Reduce -1.7% |
| ROST Ross Stores Inc. | 1.16% | 534,247 | $81.4M | Add +2.4% |
| CTAS Cintas Corp. | 1.14% | 388,889 | $79.8M | Reduce -4.6% |
| ESAB Esab Corp. | 1.11% | 696,251 | $77.8M | Reduce -6.8% |
| NRG NRG Energy Inc. | 1.09% | 471,845 | $76.4M | New |
| CRS Carpenter Technology | 1.08% | 306,970 | $75.4M | Add +406.4% |
| TSCO Tractor Supply Company | 1.04% | 1,283,150 | $73.0M | Reduce -5.7% |
| LOAR Loar Holdings Inc. | 1.04% | 907,093 | $72.6M | Add +16.8% |
| WH Wyndham Hotels & Resorts Inc. | 1.01% | 885,314 | $70.7M | Add +2.4% |
| APP AppLovin Corp. Class A | 1.01% | 98,007 | $70.4M | Reduce -62.3% |
| PFGC Performance Food Group Co. | 0.99% | 662,385 | $68.9M | Reduce -4.0% |
| PINS Pinterest Inc. Class A | 0.98% | 2,127,285 | $68.4M | Reduce -3.8% |
| CSGP Costar Group Inc. | 0.97% | 806,531 | $68.0M | Reduce -0.5% |
| DT Dynatrace Inc. | 0.92% | 1,320,784 | $64.0M | Reduce -4.5% |
| NTSK Netskope Inc. Class A | 0.88% | 2,720,346 | $61.8M | New |
| INSM Insmed Inc. | 0.88% | 425,085 | $61.2M | Reduce -51.3% |
| MLM Martin Marietta Materials | 0.86% | 95,704 | $60.3M | Reduce -10.9% |
| TRMB Trimble Inc. | 0.85% | 724,985 | $59.2M | Reduce -4.4% |
| ALL Allstate Corp. | 0.84% | 272,438 | $58.5M | Reduce -23.5% |
| CWST Casella Waste Systems Inc. Class A | 0.83% | 609,175 | $57.8M | Add +21.6% |
| ESTC Elastic NV | 0.81% | 672,175 | $56.8M | Add +5.5% |
| TYL Tyler Technologies Inc. | 0.78% | 103,789 | $54.3M | Reduce -4.3% |
| GFL GFL Environmental Inc.-Sub VT | 0.74% | 1,087,968 | $51.5M | Add +5.7% |
| APH Amphenol Corp. Class A | 0.72% | 409,189 | $50.6M | Reduce -5.0% |
| IOT Samsara Inc. Class A | 0.72% | 1,357,583 | $50.6M | Reduce -5.2% |
| BSY Bentley Systems Inc. Class B | 0.72% | 981,375 | $50.5M | Reduce -7.4% |
| MRVL Marvell Technology Inc. | 0.72% | 600,187 | $50.5M | Reduce -3.9% |
| EVR Evercore Inc. Class A | 0.72% | 148,686 | $50.2M | Add +41.1% |
| FICO Fair Isaac Corp. | 0.71% | 33,164 | $49.6M | Add +41.3% |
| ADUS Addus Homecare Corp. | 0.71% | 418,348 | $49.4M | Add +6.2% |
| VCTR Victory Capital Holding - A | 0.70% | 759,502 | $49.2M | Reduce -2.4% |
| NCLH Norwegian Cruise Line Holdin | 0.69% | 1,970,972 | $48.5M | New |
| RGEN Repligen Corp. | 0.69% | 362,129 | $48.4M | Add +50.7% |
| TTWO Take-Two Interactive Softwre | 0.69% | 187,259 | $48.4M | Reduce -4.2% |
| JBTM JBT Marel Corp. | 0.67% | 335,407 | $47.1M | Reduce -0.9% |
| OS Onestream Inc. | 0.67% | 2,545,548 | $46.9M | Reduce -4.5% |
| AME Ametek Inc. | 0.67% | 248,055 | $46.6M | Reduce -4.6% |
| WCN Waste Connections Inc. | 0.66% | 262,280 | $46.1M | Reduce -14.9% |
| EHC Encompass Health Corp. | 0.66% | 362,603 | $46.1M | Add +7.2% |
| BRO Brown & Brown Inc. | 0.66% | 489,570 | $45.9M | Add +8.9% |
| WK Workiva Inc. | 0.63% | 513,503 | $44.2M | Add +11.7% |
| NICE Nice Ltd. - Spon ADR | 0.61% | 294,422 | $42.6M | Reduce -5.0% |
| HLNE Hamilton Lane Inc. Class A | 0.60% | 313,160 | $42.2M | Add +5.7% |
| SITM Sitime Corp. | 0.57% | 131,700 | $39.7M | Add +455.2% |
| TRGP Targa Resources Corp. | 0.56% | 234,390 | $39.3M | Reduce -25.7% |
| ITT Itt Inc. | 0.53% | 205,500 | $36.7M | Reduce -6.0% |
| CRDO Credo Technology Group Holdi | 0.52% | 250,300 | $36.4M | Reduce -29.1% |
| FND Floor & Decor Holdings Inc. Class A | 0.51% | 487,440 | $35.9M | Reduce -4.2% |
| SAFT Safety Insurance Group Inc. | 0.51% | 500,272 | $35.4M | Reduce -9.5% |
| POOL Pool Corp. | 0.48% | 108,430 | $33.6M | Reduce -40.5% |
| CSL Carlisle Cos Inc. | 0.48% | 101,073 | $33.2M | Reduce -18.0% |
| VVV Valvoline Inc. | 0.47% | 922,502 | $33.1M | Add +3.2% |
| MYRG MYR Group Inc./Delaware | 0.47% | 156,456 | $32.5M | Add +1.4% |
| KTOS Kratos Defense & Security | 0.46% | 348,500 | $31.8M | Reduce -49.5% |
| JHX James Hardie Ind PLC | 0.44% | 1,601,731 | $30.8M | Add +400332.8% |
| CHEF The Chefs' Warehouse Inc. | 0.44% | 524,638 | $30.6M | Add +19.0% |
| EFX Equifax Inc. | 0.44% | 118,778 | $30.5M | Reduce -4.4% |
| PRSU Pursuit Attractions and Hosp | 0.43% | 839,580 | $30.4M | Add +90.9% |
| PR Permian Resources Corp. Class A | 0.43% | 2,359,511 | $30.2M | Reduce -28.2% |
| MTSI Macom Technology Solutions H | 0.42% | 237,099 | $29.5M | Add +31.3% |
| WSO Watsco Inc. | 0.42% | 71,917 | $29.1M | Reduce -3.9% |
| BOOT Boot Barn Holdings Inc. | 0.41% | 174,895 | $29.0M | Add +0.9% |
| PIPR Piper Sandler Cos | 0.41% | 82,860 | $28.8M | New |
| PSN Parsons Corp. | 0.41% | 345,115 | $28.6M | Add +9.9% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.40% | 385,119 | $27.9M | Add +6.0% |
| WRBY Warby Parker Inc. Class A | 0.40% | 1,008,675 | $27.8M | Reduce -8.4% |
| ONTO Onto Innovation Inc. | 0.40% | 214,331 | $27.7M | Add +79.4% |
| RBC RBC Bearings Inc. | 0.39% | 70,663 | $27.6M | Add +0.2% |
| VERX Vertex Inc. Class A | 0.39% | 1,091,262 | $27.1M | Add +2.2% |
| ROAD Construction Partners Inc. Class A | 0.38% | 208,046 | $26.4M | Reduce -16.4% |
| VCEL Vericel Corp. | 0.38% | 836,861 | $26.3M | Add +12.6% |
| BRZE Braze Inc. Class A | 0.37% | 905,503 | $25.8M | Add +80.8% |
| SLNO Soleno Therapeutics Inc. | 0.36% | 377,566 | $25.5M | Add +52.6% |
| SNOW Snowflake Inc. | 0.36% | 112,525 | $25.4M | New |
| AIT Applied Industrial Tech Inc. | 0.36% | 96,775 | $25.3M | Add +12.0% |
| CWAN Clearwater Analytics HDS-A | 0.36% | 1,378,204 | $24.8M | Add +1.3% |
Portfolio Sells Q2 2025 → Q3 2025
| IT Gartner Inc. | Reduce -64.4% | 0.30% | −1.00 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −0.93 |
| RPM RPM International Inc. | Sold out | 0.00% | −0.72 |
| HXL Hexcel Corp. | Reduce -71.1% | 0.30% | −0.64 |
| RNR Renaissancere Holdings Ltd. | Reduce -97.9% | 0.01% | −0.62 |
| AZEK The Azek Co. Inc. | Sold out | 0.00% | −0.59 |
| VRNA Verona Pharma Ltd. | Reduce -87.2% | 0.10% | −0.58 |
| SAIA Saia Inc. | Reduce -97.9% | 0.01% | −0.47 |
| FIX Comfort Systems USA Inc. | Reduce -97.3% | 0.02% | −0.46 |
| OS Onestream Inc. | Reduce -4.5% | 0.67% | −0.42 |
| INSM Insmed Inc. | Reduce -51.3% | 0.88% | −0.39 |
| HUBS HubSpot Inc. | Reduce -3.8% | 1.54% | −0.38 |
| BJ Bj's Wholesale Club Holdings | Reduce -7.4% | 1.45% | −0.37 |
| EXPO Exponent Inc. | Sold out | 0.00% | −0.32 |
| TTEK Tetra Tech Inc. | Reduce -52.8% | 0.24% | −0.31 |
| RRX Regal Rexnord Corp. | Reduce -15.6% | 1.48% | −0.31 |
| APP AppLovin Corp. Class A | Reduce -62.3% | 1.01% | −0.30 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -49.3% | 0.28% | −0.30 |
| FTAI Ftai Aviation Ltd. | Sold out | 0.00% | −0.29 |
| POOL Pool Corp. | Reduce -40.5% | 0.48% | −0.28 |
| AXON Axon Enterprise Inc. | Reduce -4.2% | 1.27% | −0.27 |
| XYZ Block Inc. | Sold out | 0.00% | −0.26 |
| PCTY Paylocity Holding Corp. | Reduce -37.8% | 0.29% | −0.24 |
| ACVA Acv Auctions Inc. Class A | Reduce -6.0% | 0.31% | −0.24 |
| TRGP Targa Resources Corp. | Reduce -25.7% | 0.56% | −0.23 |
| MGY Magnolia Oil & Gas Corp. Class A | Sold out | 0.00% | −0.22 |
| PR Permian Resources Corp. Class A | Reduce -28.2% | 0.43% | −0.21 |
| PAR Par Technology Corp. | Reduce -1.0% | 0.26% | −0.20 |
| ALL Allstate Corp. | Reduce -23.5% | 0.84% | −0.20 |
| MVBF MVB Financial Corp. | Sold out | 0.00% | −0.19 |
| FROG Jfrog Ltd. | Reduce -14.9% | 1.96% | −0.19 |
| CSL Carlisle Cos Inc. | Reduce -18.0% | 0.48% | −0.19 |
| DT Dynatrace Inc. | Reduce -4.5% | 0.92% | −0.19 |
| ESAB Esab Corp. | Reduce -6.8% | 1.11% | −0.19 |
| FRPT Freshpet Inc. | Sold out | 0.00% | −0.18 |
| WCN Waste Connections Inc. | Reduce -14.9% | 0.66% | −0.17 |
| CTAS Cintas Corp. | Reduce -4.6% | 1.14% | −0.17 |
| PINS Pinterest Inc. Class A | Reduce -3.8% | 0.98% | −0.17 |
| LNG Cheniere Energy Inc. | Reduce -4.4% | 1.65% | −0.15 |
| TYL Tyler Technologies Inc. | Reduce -4.3% | 0.78% | −0.15 |
| NICE Nice Ltd. - Spon ADR | Reduce -5.0% | 0.61% | −0.15 |
| SAFT Safety Insurance Group Inc. | Reduce -9.5% | 0.51% | −0.13 |
| IWO iShares Russell 2000 Growth | Reduce -39.9% | 0.23% | −0.12 |
| BSY Bentley Systems Inc. Class B | Reduce -7.4% | 0.72% | −0.10 |
| IOT Samsara Inc. Class A | Reduce -5.2% | 0.72% | −0.10 |
| INTA Intapp Inc. | Reduce -0.6% | 0.30% | −0.08 |
| INR Infinity Natural Resour Class A | Reduce -6.6% | 0.15% | −0.08 |
| EMBJ Embraer SA-Spon ADR | Reduce -25.5% | 0.27% | −0.07 |
| WSO Watsco Inc. | Reduce -3.9% | 0.42% | −0.06 |
| CYBR Cyberark Software Ltd./Israel | Reduce -17.4% | 1.74% | −0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| KRMN Karman Holdings Inc. | Add +361.7% | 1.60% | +1.35 |
| NRG NRG Energy Inc. | New | 1.09% | +1.09 |
| FLUT Flutter Entertainment PLC-Di | Add +294.1% | 1.38% | +0.98 |
| NTSK Netskope Inc. Class A | New | 0.88% | +0.88 |
| CRS Carpenter Technology | Add +406.4% | 1.08% | +0.84 |
| NCLH Norwegian Cruise Line Holdin | New | 0.69% | +0.69 |
| SITM Sitime Corp. | Add +455.2% | 0.57% | +0.49 |
| JHX James Hardie Ind PLC | Add +400332.8% | 0.44% | +0.44 |
| PIPR Piper Sandler Cos | New | 0.41% | +0.41 |
| SNOW Snowflake Inc. | New | 0.36% | +0.36 |
| MIR Mirion Technologies Inc. | New | 0.34% | +0.34 |
| MIRM Mirum Pharmaceuticals Inc. | New | 0.32% | +0.32 |
| AMPL Amplitude Inc. Class A | New | 0.31% | +0.31 |
| EVR Evercore Inc. Class A | Add +41.1% | 0.72% | +0.31 |
| LGN Legence Corp. Class A | New | 0.28% | +0.28 |
| RGEN Repligen Corp. | Add +50.7% | 0.69% | +0.26 |
| UNF Unifirst Corp. | New | 0.26% | +0.26 |
| PRSU Pursuit Attractions and Hosp | Add +90.9% | 0.43% | +0.25 |
| UEC Uranium Energy Corp. | New | 0.23% | +0.23 |
| TARS Tarsus Pharmaceuticals Inc. | New | 0.23% | +0.23 |
| ONTO Onto Innovation Inc. | Add +79.4% | 0.40% | +0.22 |
| BE Bloom Energy Corp. Class A | New | 0.21% | +0.21 |
| ROST Ross Stores Inc. | Add +2.4% | 1.16% | +0.20 |
| WK Workiva Inc. | Add +11.7% | 0.63% | +0.18 |
| IRON Disc Medicine Inc. | New | 0.17% | +0.17 |
| BRZE Braze Inc. Class A | Add +80.8% | 0.37% | +0.17 |
| CLBT Cellebrite Di Ltd. | New | 0.16% | +0.16 |
| ABVX Abivax SA-ADR | New | 0.16% | +0.16 |
| NIQ Niq Global Intelligence PLC | New | 0.13% | +0.13 |
| STRL Sterling Infrastructure Inc. | New | 0.11% | +0.11 |
| FICO Fair Isaac Corp. | Add +41.3% | 0.71% | +0.09 |
| PSN Parsons Corp. | Add +9.9% | 0.41% | +0.08 |
| KRYS Krystal Biotech Inc. | Add +3.8% | 0.30% | +0.07 |
| LOAR Loar Holdings Inc. | Add +16.8% | 1.04% | +0.07 |
| GRDN Guardian Phrmcy Services-A | Add +5.6% | 0.32% | +0.07 |
| AIT Applied Industrial Tech Inc. | Add +12.0% | 0.36% | +0.07 |
| SI Shoulder Innovations Inc. | New | 0.07% | +0.07 |
| SLNO Soleno Therapeutics Inc. | Add +52.6% | 0.36% | +0.07 |
| MYRG MYR Group Inc./Delaware | Add +1.4% | 0.47% | +0.06 |
| EHC Encompass Health Corp. | Add +7.2% | 0.66% | +0.06 |
| ADUS Addus Homecare Corp. | Add +6.2% | 0.71% | +0.05 |
| MTSI Macom Technology Solutions H | Add +31.3% | 0.42% | +0.05 |
| ESTC Elastic NV | Add +5.5% | 0.81% | +0.04 |
| BOOT Boot Barn Holdings Inc. | Add +0.9% | 0.41% | +0.03 |
| WING Wingstop Inc. | New | 0.03% | +0.03 |
| CHEF The Chefs' Warehouse Inc. | Add +19.0% | 0.44% | +0.03 |
| EE Excelerate Energy Inc. Class A | Add +29.0% | 0.33% | +0.03 |
| VIA Via Transportation Inc. Class A | New | 0.01% | +0.01 |
| BFAM Bright Horizons Family Solut | Add +16.8% | 0.31% | +0.01 |
| RBC RBC Bearings Inc. | Add +0.2% | 0.39% | +0.00 |
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 |