TimesSquare Capital Management, LLC

Name: TimesSquare Capital Management, LLC 13F holdings, Q4 2025
Creator: TimesSquare Capital Management, LLC
Published: 2026-02-06

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

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%
EFX Equifax Inc.	0.38%	115,223	$25.0M	Reduce -3.0%
KRYS Krystal Biotech Inc.	0.36%	97,400	$24.0M	Reduce -17.8%
XENE Xenon Pharmaceuticals Inc.	0.36%	532,740	$23.9M	Reduce -4.3%
PJT PJT Partners Inc. Class A	0.36%	142,496	$23.8M	Add +8.0%
EMBJ Embraer SA-Spon ADR	0.35%	362,131	$23.3M	Add +18.1%
PAY Paymentus Holdings Inc. Class A	0.35%	736,827	$23.3M	Reduce -4.9%
HXL Hexcel Corp.	0.34%	307,786	$22.7M	Reduce -8.3%
VCEL Vericel Corp.	0.34%	631,256	$22.7M	Reduce -24.6%
STEP Stepstone Group Inc. Class A	0.34%	353,697	$22.7M	New
MIR Mirion Technologies Inc.	0.34%	967,261	$22.7M	Reduce -4.5%
PSN Parsons Corp.	0.33%	353,430	$21.8M	Add +2.4%
KTOS Kratos Defense & Security	0.33%	286,531	$21.8M	Reduce -17.8%
SAFT Safety Insurance Group Inc.	0.32%	271,930	$21.2M	Reduce -45.6%
GLBE Global-E Online Ltd.	0.31%	521,118	$20.5M	Reduce -5.3%
WING Wingstop Inc.	0.30%	84,304	$20.1M	Add +813.7%
NSA National Storage Affiliates	0.29%	689,692	$19.5M	Reduce -3.4%
UEC Uranium Energy Corp.	0.29%	1,664,320	$19.4M	Add +36.8%
BOOT Boot Barn Holdings Inc.	0.29%	108,849	$19.2M	Reduce -37.8%
UNF Unifirst Corp.	0.29%	99,338	$19.2M	Reduce -8.6%
LGN Legence Corp. Class A	0.28%	437,480	$18.8M	Reduce -31.0%
CGON CG Oncology Inc.	0.27%	426,019	$17.7M	Reduce -15.4%
ABVX Abivax SA-ADR	0.26%	129,384	$17.4M	Add +1.1%
CBLL Ceribell Inc.	0.26%	787,926	$17.3M	Reduce -3.6%
MTDR Matador Resources Co.	0.24%	383,007	$16.3M	Reduce -2.6%
MYRG MYR Group Inc./Delaware	0.24%	74,301	$16.2M	Reduce -52.5%
VERX Vertex Inc. Class A	0.23%	766,222	$15.3M	Reduce -29.8%
IRON Disc Medicine Inc.	0.22%	187,777	$14.9M	Add +3.1%
KYMR Kymera Therapeutics Inc.	0.22%	189,900	$14.8M	New
CDNL Cardinal Infrastructure GR-A	0.22%	604,300	$14.6M	New
BFAM Bright Horizons Family Solut	0.22%	142,486	$14.4M	Reduce -28.9%
MLYS Mineralys Therapeutics Inc.	0.21%	380,100	$13.8M	New
CLBT Cellebrite Di Ltd.	0.19%	715,992	$12.9M	Add +18.3%
VERA Vera Therapeutics Inc.	0.19%	252,462	$12.8M	New
NP Neptune Insurance Holdi Class A	0.18%	420,434	$12.3M	New
STRL Sterling Infrastructure Inc.	0.18%	39,340	$12.0M	Add +66.7%
WHD Cactus Inc. Class A	0.17%	250,349	$11.4M	Reduce -3.6%
NVMI Nova Ltd.	0.17%	34,600	$11.4M	Reduce -12.6%
AXGN Axogen Inc.	0.17%	336,847	$11.0M	New
IRTC Irhythm Holdings Inc.	0.16%	59,822	$10.6M	Reduce -11.1%
CRWD CrowdStrike Holdings Inc. Class A	0.15%	21,277	$10.0M	Reduce -46.3%
SI Shoulder Innovations Inc.	0.06%	289,850	$4.1M	Reduce -24.2%
ARCO Arcos Dorados Holdings Inc. Class A	0.06%	549,322	$4.0M	Reduce -16.4%
TSCM TS Qual Mid Cap Growth ETF	0.03%	100,000	$2.0M	New
CLH Clean Harbors Inc.	0.02%	6,770	$1.6M	No change
WBS Webster Financial Corp.	0.01%	15,485	$975K	Reduce -31.7%
SAIA Saia Inc.	0.01%	2,510	$820K	No change
RNR Renaissancere Holdings Ltd.	0.01%	2,594	$729K	Reduce -32.6%
WCC Wesco International Inc.	0.00%	40	$10K	No change

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