TimesSquare Capital Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), TimesSquare Capital Management, LLC reported 148 stock positions worth $6.6 billion. Its top holding was Jfrog (FROG) at 2.3% of the portfolio, followed by Emcor (EME, 2.3%) and Cencora (COR, 2.2%). Compared with Q3 2025, it opened 11 new positions, sold out of 19, added to 54 and reduced 80. The biggest buy was a new position in CBRE Class A (CBRE) and the biggest sale an exit from AppLovin Class A (APP).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001313816
- Portfolio Value
- $6.6B (Q4 2025)
- SEC Filing
- 0001193125-26-040254 ↗ filed Feb 6, 2026
Holdings Value
Holdings 148 stocks · $6.6B
| FROG Jfrog Ltd. | 2.35% | 2,495,193 | $155.8M | Reduce -13.8% |
| EME Emcor Group Inc. | 2.31% | 250,641 | $153.3M | Reduce -5.2% |
| COR Cencora Inc. | 2.15% | 423,026 | $142.9M | Reduce -4.6% |
| MPWR Monolithic Power Systems Inc. | 1.92% | 140,279 | $127.1M | Reduce -0.5% |
| KRMN Karman Holdings Inc. | 1.77% | 1,602,008 | $117.2M | Add +3.6% |
| IDXX Idexx Laboratories Inc. | 1.70% | 167,251 | $113.2M | Reduce -13.3% |
| LSCC Lattice Semiconductor Corp. | 1.63% | 1,474,949 | $108.5M | Add +3.4% |
| CYBR Cyberark Software Ltd./Israel | 1.62% | 241,397 | $107.7M | Reduce -4.3% |
| TPG TPG Inc. | 1.62% | 1,684,070 | $107.5M | Reduce -1.3% |
| ESAB Esab Corp. | 1.61% | 959,101 | $107.2M | Add +37.8% |
| AXON Axon Enterprise Inc. | 1.42% | 165,530 | $94.0M | Add +34.3% |
| IBKR Interactive Brokers Gro Class A | 1.41% | 1,457,511 | $93.7M | Reduce -5.7% |
| CRS Carpenter Technology | 1.41% | 297,460 | $93.7M | Reduce -3.1% |
| TTAN Servicetitan Inc. Class A | 1.39% | 864,582 | $92.1M | Reduce -4.5% |
| VEEV Veeva Systems Inc. Class A | 1.38% | 411,769 | $91.9M | Reduce -4.9% |
| ARGX Argenx SE - ADR | 1.37% | 108,509 | $91.3M | Reduce -14.9% |
| CW Curtiss-Wright Corp. | 1.37% | 164,677 | $90.8M | Reduce -5.1% |
| LNG Cheniere Energy Inc. | 1.36% | 463,761 | $90.2M | Reduce -5.4% |
| HUBS HubSpot Inc. | 1.32% | 218,039 | $87.5M | Reduce -5.4% |
| ORLY O'reilly Automotive Inc. | 1.30% | 948,115 | $86.5M | Reduce -4.5% |
| FLUT Flutter Entertainment PLC-Di | 1.29% | 399,081 | $85.8M | Add +5.3% |
| INSM Insmed Inc. | 1.29% | 490,506 | $85.4M | Add +15.4% |
| NRG NRG Energy Inc. | 1.25% | 523,205 | $83.3M | Add +10.9% |
| VRSK Verisk Analytics Inc. | 1.23% | 365,304 | $81.7M | Reduce -4.6% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 1.17% | 865,901 | $78.0M | Reduce -20.1% |
| RRX Regal Rexnord Corp. | 1.17% | 555,401 | $77.9M | Reduce -22.8% |
| PFGC Performance Food Group Co. | 1.16% | 853,970 | $76.8M | Add +28.9% |
| ROST Ross Stores Inc. | 1.15% | 423,368 | $76.3M | Reduce -20.8% |
| TSCO Tractor Supply Company | 1.14% | 1,509,725 | $75.5M | Add +17.7% |
| DASH DoorDash Inc. Class A | 1.12% | 329,443 | $74.6M | Reduce -5.9% |
| RGEN Repligen Corp. | 1.08% | 435,687 | $71.4M | Add +20.3% |
| STVN Stevanato Group SPA | 1.06% | 3,500,321 | $70.4M | Add +7.1% |
| CTAS Cintas Corp. | 1.04% | 365,994 | $68.8M | Reduce -5.9% |
| CBRE CBRE Group Inc. Class A | 0.98% | 402,562 | $64.7M | New |
| TRGP Targa Resources Corp. | 0.97% | 350,223 | $64.6M | Add +49.4% |
| LOAR Loar Holdings Inc. | 0.90% | 882,280 | $60.0M | Reduce -2.7% |
| GENI Genius Sports Ltd. | 0.90% | 5,431,145 | $59.9M | New |
| CWST Casella Waste Systems Inc. Class A | 0.88% | 597,810 | $58.5M | Reduce -1.9% |
| WH Wyndham Hotels & Resorts Inc. | 0.87% | 760,561 | $57.5M | Reduce -14.1% |
| HOOD Robinhood Markets Inc. Class A | 0.86% | 507,601 | $57.4M | Reduce -25.5% |
| EVR Evercore Inc. Class A | 0.86% | 168,674 | $57.4M | Add +13.4% |
| MLM Martin Marietta Materials | 0.85% | 91,094 | $56.7M | Reduce -4.8% |
| DT Dynatrace Inc. | 0.83% | 1,271,294 | $55.1M | Reduce -3.8% |
| NTSK Netskope Inc. Class A | 0.83% | 3,135,851 | $55.0M | Add +15.3% |
| FICO Fair Isaac Corp. | 0.82% | 32,240 | $54.5M | Reduce -2.8% |
| CSGP Costar Group Inc. | 0.82% | 809,321 | $54.4M | Add +0.3% |
| TRMB Trimble Inc. | 0.81% | 690,280 | $54.1M | Reduce -4.8% |
| PINS Pinterest Inc. Class A | 0.79% | 2,025,180 | $52.4M | Reduce -4.8% |
| TYL Tyler Technologies Inc. | 0.76% | 111,702 | $50.7M | Add +7.6% |
| TTWO Take-Two Interactive Softwre | 0.75% | 195,119 | $50.0M | Add +4.2% |
| OS Onestream Inc. | 0.74% | 2,668,307 | $49.0M | Add +4.8% |
| AME Ametek Inc. | 0.73% | 236,650 | $48.6M | Reduce -4.6% |
| GFL GFL Environmental Inc.-Sub VT | 0.73% | 1,125,123 | $48.3M | Add +3.4% |
| ESTC Elastic NV | 0.73% | 639,662 | $48.3M | Reduce -4.8% |
| FIX Comfort Systems USA Inc. | 0.72% | 51,220 | $47.8M | Add +3013.7% |
| IOT Samsara Inc. Class A | 0.70% | 1,320,028 | $46.8M | Reduce -2.8% |
| NCLH Norwegian Cruise Line Holdin | 0.70% | 2,068,797 | $46.2M | Add +5.0% |
| VCTR Victory Capital Holding - A | 0.69% | 731,214 | $46.1M | Reduce -3.7% |
| SNOW Snowflake Inc. | 0.69% | 209,653 | $46.0M | Add +86.3% |
| HLNE Hamilton Lane Inc. Class A | 0.66% | 328,286 | $44.1M | Add +4.8% |
| APH Amphenol Corp. Class A | 0.66% | 325,015 | $43.9M | Reduce -20.6% |
| WK Workiva Inc. | 0.65% | 502,403 | $43.3M | Reduce -2.2% |
| MTSI Macom Technology Solutions H | 0.64% | 246,866 | $42.3M | Add +4.1% |
| JHX James Hardie Ind PLC | 0.63% | 2,003,166 | $41.6M | Add +25.1% |
| RBC RBC Bearings Inc. | 0.61% | 90,579 | $40.6M | Add +28.2% |
| JBTM JBT Marel Corp. | 0.60% | 264,986 | $39.9M | Reduce -21.0% |
| ITT Itt Inc. | 0.59% | 226,700 | $39.3M | Add +10.3% |
| ADUS Addus Homecare Corp. | 0.57% | 355,337 | $38.2M | Reduce -15.1% |
| CRDO Credo Technology Group Holdi | 0.57% | 264,181 | $38.0M | Add +5.5% |
| ONTO Onto Innovation Inc. | 0.55% | 233,111 | $36.8M | Add +8.8% |
| EHC Encompass Health Corp. | 0.55% | 346,288 | $36.8M | Reduce -4.5% |
| SITM Sitime Corp. | 0.55% | 103,423 | $36.5M | Reduce -21.5% |
| BSY Bentley Systems Inc. Class B | 0.55% | 951,055 | $36.3M | Reduce -3.1% |
| CHEF The Chefs' Warehouse Inc. | 0.52% | 548,853 | $34.2M | Add +4.6% |
| BRO Brown & Brown Inc. | 0.49% | 409,702 | $32.7M | Reduce -16.3% |
| CASY Casey's General Stores Inc. | 0.49% | 58,531 | $32.4M | New |
| BRZE Braze Inc. Class A | 0.48% | 937,020 | $32.1M | Add +3.5% |
| NICE Nice Ltd. - Spon ADR | 0.48% | 282,632 | $31.9M | Reduce -4.0% |
| PIPR Piper Sandler Cos | 0.48% | 93,893 | $31.9M | Add +13.3% |
| MRVL Marvell Technology Inc. | 0.48% | 372,637 | $31.7M | Reduce -37.9% |
| GRDN Guardian Phrmcy Services-A | 0.48% | 1,048,136 | $31.5M | Add +21.9% |
| PR Permian Resources Corp. Class A | 0.47% | 2,241,995 | $31.5M | Reduce -5.0% |
| MIRM Mirum Pharmaceuticals Inc. | 0.47% | 395,827 | $31.3M | Add +31.7% |
| PRSU Pursuit Attractions and Hosp | 0.47% | 927,024 | $31.2M | Add +10.4% |
| CWAN Clearwater Analytics HDS-A | 0.47% | 1,293,807 | $31.2M | Reduce -6.1% |
| AIT Applied Industrial Tech Inc. | 0.47% | 120,716 | $31.0M | Add +24.7% |
| WRBY Warby Parker Inc. Class A | 0.44% | 1,353,554 | $29.5M | Add +34.2% |
| BE Bloom Energy Corp. Class A | 0.44% | 336,800 | $29.3M | Add +92.4% |
| AMPL Amplitude Inc. Class A | 0.44% | 2,513,383 | $29.1M | Add +22.9% |
| NAMS Newamsterdam Pharma Co. NV | 0.43% | 822,300 | $28.8M | Reduce -1.8% |
| ROAD Construction Partners Inc. Class A | 0.43% | 265,373 | $28.8M | Add +27.6% |
| FND Floor & Decor Holdings Inc. Class A | 0.43% | 465,225 | $28.3M | Reduce -4.6% |
| WCN Waste Connections Inc. | 0.42% | 160,296 | $28.1M | Reduce -38.9% |
| PCTY Paylocity Holding Corp. | 0.42% | 182,047 | $27.8M | Add +45.1% |
| INTA Intapp Inc. | 0.42% | 602,236 | $27.6M | Add +18.0% |
| TARS Tarsus Pharmaceuticals Inc. | 0.41% | 332,446 | $27.2M | Add +24.3% |
| OLLI Ollie's Bargain Outlet Holdi | 0.41% | 246,235 | $27.0M | Add +42.7% |
| EE Excelerate Energy Inc. Class A | 0.40% | 949,723 | $26.6M | Add +2.8% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.40% | 368,010 | $26.6M | Reduce -4.4% |
| VVV Valvoline Inc. | 0.40% | 913,449 | $26.5M | Reduce -1.0% |
Portfolio Sells Q3 2025 → Q4 2025
| APP AppLovin Corp. Class A | Sold out | 0.00% | −1.01 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.84 |
| HOOD Robinhood Markets Inc. Class A | Reduce -25.5% | 0.86% | −0.53 |
| POOL Pool Corp. | Sold out | 0.00% | −0.48 |
| CSL Carlisle Cos Inc. | Sold out | 0.00% | −0.48 |
| VEEV Veeva Systems Inc. Class A | Reduce -4.9% | 1.38% | −0.46 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.42 |
| SLNO Soleno Therapeutics Inc. | Sold out | 0.00% | −0.36 |
| GTLS Chart Industries Inc. | Sold out | 0.00% | −0.31 |
| ACVA Acv Auctions Inc. Class A | Sold out | 0.00% | −0.31 |
| RRX Regal Rexnord Corp. | Reduce -22.8% | 1.17% | −0.30 |
| IT Gartner Inc. | Sold out | 0.00% | −0.30 |
| LNG Cheniere Energy Inc. | Reduce -5.4% | 1.36% | −0.29 |
| BJ Bj's Wholesale Club Holdings | Reduce -20.1% | 1.17% | −0.27 |
| PAR Par Technology Corp. | Sold out | 0.00% | −0.26 |
| WSC Willscot Holdings Corp. | Sold out | 0.00% | −0.25 |
| MRVL Marvell Technology Inc. | Reduce -37.9% | 0.48% | −0.24 |
| DASH DoorDash Inc. Class A | Reduce -5.9% | 1.12% | −0.24 |
| TTEK Tetra Tech Inc. | Sold out | 0.00% | −0.24 |
| WCN Waste Connections Inc. | Reduce -38.9% | 0.42% | −0.24 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.23 |
| ORLY O'reilly Automotive Inc. | Reduce -4.5% | 1.30% | −0.23 |
| MRUS Merus NV | Sold out | 0.00% | −0.22 |
| HUBS HubSpot Inc. | Reduce -5.4% | 1.32% | −0.22 |
| MYRG MYR Group Inc./Delaware | Reduce -52.5% | 0.24% | −0.22 |
| PINS Pinterest Inc. Class A | Reduce -4.8% | 0.79% | −0.19 |
| SAFT Safety Insurance Group Inc. | Reduce -45.6% | 0.32% | −0.19 |
| BSY Bentley Systems Inc. Class B | Reduce -3.1% | 0.55% | −0.18 |
| BRO Brown & Brown Inc. | Reduce -16.3% | 0.49% | −0.16 |
| VERX Vertex Inc. Class A | Reduce -29.8% | 0.23% | −0.16 |
| INR Infinity Natural Resour Class A | Sold out | 0.00% | −0.15 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -14.1% | 0.87% | −0.15 |
| VRSK Verisk Analytics Inc. | Reduce -4.6% | 1.23% | −0.15 |
| EME Emcor Group Inc. | Reduce -5.2% | 2.31% | −0.14 |
| LOAR Loar Holdings Inc. | Reduce -2.7% | 0.90% | −0.13 |
| EFOR Everforth Inc. | Sold out | 0.00% | −0.13 |
| NIQ Niq Global Intelligence PLC | Sold out | 0.00% | −0.13 |
| ADUS Addus Homecare Corp. | Reduce -15.1% | 0.57% | −0.13 |
| NICE Nice Ltd. - Spon ADR | Reduce -4.0% | 0.48% | −0.13 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -46.3% | 0.15% | −0.13 |
| KTOS Kratos Defense & Security | Reduce -17.8% | 0.33% | −0.13 |
| BOOT Boot Barn Holdings Inc. | Reduce -37.8% | 0.29% | −0.13 |
| CYBR Cyberark Software Ltd./Israel | Reduce -4.3% | 1.62% | −0.12 |
| IBKR Interactive Brokers Gro Class A | Reduce -5.7% | 1.41% | −0.11 |
| EHC Encompass Health Corp. | Reduce -4.5% | 0.55% | −0.10 |
| CTAS Cintas Corp. | Reduce -5.9% | 1.04% | −0.10 |
| VRNA Verona Pharma Ltd. | Sold out | 0.00% | −0.10 |
| BFAM Bright Horizons Family Solut | Reduce -28.9% | 0.22% | −0.09 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -4.6% | 0.43% | −0.09 |
| ESTC Elastic NV | Reduce -4.8% | 0.73% | −0.09 |
Portfolio Buys Q3 2025 → Q4 2025
| CBRE CBRE Group Inc. Class A | New | 0.98% | +0.98 |
| GENI Genius Sports Ltd. | New | 0.90% | +0.90 |
| FIX Comfort Systems USA Inc. | Add +3013.7% | 0.72% | +0.70 |
| ESAB Esab Corp. | Add +37.8% | 1.61% | +0.50 |
| CASY Casey's General Stores Inc. | New | 0.49% | +0.49 |
| TRGP Targa Resources Corp. | Add +49.4% | 0.97% | +0.41 |
| INSM Insmed Inc. | Add +15.4% | 1.29% | +0.41 |
| RGEN Repligen Corp. | Add +20.3% | 1.08% | +0.38 |
| STEP Stepstone Group Inc. Class A | New | 0.34% | +0.34 |
| SNOW Snowflake Inc. | Add +86.3% | 0.69% | +0.33 |
| WING Wingstop Inc. | Add +813.7% | 0.30% | +0.27 |
| BE Bloom Energy Corp. Class A | Add +92.4% | 0.44% | +0.23 |
| KYMR Kymera Therapeutics Inc. | New | 0.22% | +0.22 |
| CDNL Cardinal Infrastructure GR-A | New | 0.22% | +0.22 |
| RBC RBC Bearings Inc. | Add +28.2% | 0.61% | +0.22 |
| MTSI Macom Technology Solutions H | Add +4.1% | 0.64% | +0.21 |
| MLYS Mineralys Therapeutics Inc. | New | 0.21% | +0.21 |
| VERA Vera Therapeutics Inc. | New | 0.19% | +0.19 |
| JHX James Hardie Ind PLC | Add +25.1% | 0.63% | +0.19 |
| NP Neptune Insurance Holdi Class A | New | 0.18% | +0.18 |
| TARS Tarsus Pharmaceuticals Inc. | Add +24.3% | 0.41% | +0.18 |
| PFGC Performance Food Group Co. | Add +28.9% | 1.16% | +0.17 |
| KRMN Karman Holdings Inc. | Add +3.6% | 1.77% | +0.17 |
| AXGN Axogen Inc. | New | 0.17% | +0.17 |
| NRG NRG Energy Inc. | Add +10.9% | 1.25% | +0.16 |
| ONTO Onto Innovation Inc. | Add +8.8% | 0.55% | +0.16 |
| MIRM Mirum Pharmaceuticals Inc. | Add +31.7% | 0.47% | +0.16 |
| GRDN Guardian Phrmcy Services-A | Add +21.9% | 0.48% | +0.15 |
| AXON Axon Enterprise Inc. | Add +34.3% | 1.42% | +0.15 |
| EVR Evercore Inc. Class A | Add +13.4% | 0.86% | +0.15 |
| LSCC Lattice Semiconductor Corp. | Add +3.4% | 1.63% | +0.14 |
| PCTY Paylocity Holding Corp. | Add +45.1% | 0.42% | +0.13 |
| AMPL Amplitude Inc. Class A | Add +22.9% | 0.44% | +0.12 |
| INTA Intapp Inc. | Add +18.0% | 0.42% | +0.12 |
| BRZE Braze Inc. Class A | Add +3.5% | 0.48% | +0.12 |
| ABVX Abivax SA-ADR | Add +1.1% | 0.26% | +0.11 |
| AIT Applied Industrial Tech Inc. | Add +24.7% | 0.47% | +0.11 |
| TSCO Tractor Supply Company | Add +17.7% | 1.14% | +0.09 |
| OLLI Ollie's Bargain Outlet Holdi | Add +42.7% | 0.41% | +0.09 |
| EMBJ Embraer SA-Spon ADR | Add +18.1% | 0.35% | +0.09 |
| CHEF The Chefs' Warehouse Inc. | Add +4.6% | 0.52% | +0.08 |
| PIPR Piper Sandler Cos | Add +13.3% | 0.48% | +0.07 |
| EE Excelerate Energy Inc. Class A | Add +2.8% | 0.40% | +0.07 |
| OS Onestream Inc. | Add +4.8% | 0.74% | +0.07 |
| ITT Itt Inc. | Add +10.3% | 0.59% | +0.07 |
| STRL Sterling Infrastructure Inc. | Add +66.7% | 0.18% | +0.07 |
| TTWO Take-Two Interactive Softwre | Add +4.2% | 0.75% | +0.06 |
| UEC Uranium Energy Corp. | Add +36.8% | 0.29% | +0.06 |
| HLNE Hamilton Lane Inc. Class A | Add +4.8% | 0.66% | +0.06 |
| ROAD Construction Partners Inc. Class A | Add +27.6% | 0.43% | +0.06 |
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 |