TimesSquare Capital Management, LLC Q1 2025 Filing

Filed May 2, 2025

Portfolio Value

$6.2B

Holdings

142

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (142 positions)

StockValue
CYBRCYBERARK SOFTWARE LTD
$154.5M
ABGCENCORA INC
$129.7M
HUBSHUBSPOT INC
$124.6M
VRSKVERISK ANALYTICS INC
$119.5M
LNGCHENIERE ENERGY INC
$116.6M
FROGJFROG LTD
$115.9M
BJBJS WHSL CLUB HLDGS INC
$110.5M
EMEEMCOR GROUP INC
$104.9M
VEEVVEEVA SYS INC
$103.1M
TTANSERVICETITAN INC
$99.4M
RRXREGAL REXNORD CORPORATION
$99.2M
ORLYOREILLY AUTOMOTIVE INC
$98.2M
ESABESAB CORPORATION
$92.0M
ITGARTNER INC
$91.4M
TPGTPG INC
$87.5M
APPAPPLOVIN CORP
$85.2M
CITCINTAS CORP
$84.3M
MPWRMONOLITHIC PWR SYS INC
$84.3M
IDXXIDEXX LABS INC
$83.0M
LSCCLATTICE SEMICONDUCTOR CORP
$81.8M
IM8NINSMED INC
$81.2M
ALSALLSTATE CORP
$76.9M
INSPINSPIRE MED SYS INC
$75.9M
ARGXARGENX SE
$74.2M
ROSTROSS STORES INC
$74.1M
LOARLOAR HOLDINGS INC
$70.2M
STVNSTEVANATO GROUP S P A
$68.6M
PINSPINTEREST INC
$67.7M
TSCOTRACTOR SUPPLY CO
$67.4M
DASHDOORDASH INC
$65.6M
IBKRINTERACTIVE BROKERS GROUP IN
$65.0M
AXONAXON ENTERPRISE INC
$64.3M
DTDYNATRACE INC
$64.2M
CRWDCROWDSTRIKE HLDGS INC
$64.1M
WCNWASTE CONNECTIONS INC
$64.0M
HXLHEXCEL CORP NEW
$63.9M
CWCURTISS WRIGHT CORP
$63.1M
TYLTYLER TECHNOLOGIES INC
$61.9M
HOODROBINHOOD MKTS INC
$60.6M
CSGPCOSTAR GROUP INC
$59.7M
OSONESTREAM INC
$57.6M
WHWYNDHAM HOTELS & RESORTS INC
$57.5M
TRGPTARGA RES CORP
$55.2M
POOLPOOL CORP
$55.1M
ROKROCKWELL AUTOMATION INC
$54.7M
PFGCPERFORMANCE FOOD GROUP CO
$54.5M
MLMMARTIN MARIETTA MATLS INC
$53.5M
PRPERMIAN RESOURCES CORP
$52.0M
CWSTCASELLA WASTE SYS INC
$50.7M
RPMRPM INTL INC
$49.9M
APHAMPHENOL CORP NEW
$49.5M
TRMBTRIMBLE INC
$49.1M
GFLGFL ENVIRONMENTAL INC
$49.0M
NSYNICE LTD
$48.3M
VCTRVICTORY CAP HLDGS INC
$46.3M
HLNEHAMILTON LANE INC
$46.0M
ESTCELASTIC N V
$45.8M
SAFTSAFETY INS GROUP INC
$45.3M
RNRRENAISSANCERE HLDGS LTD
$45.0M
BROBROWN & BROWN INC
$44.7M
BSYBENTLEY SYS INC
$43.2M
AMEAMETEK INC
$41.4M
SAIASAIA INC
$40.7M
EHCENCOMPASS HEALTH CORP
$40.3M
FNDFLOOR & DECOR HLDGS INC
$40.2M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$39.8M
AZEKAZEK CO INC
$39.2M
FICOFAIR ISAAC CORP
$39.0M
VERXVERTEX INC
$37.3M
PCTYPAYLOCITY HLDG CORP
$37.1M
EFXEQUIFAX INC
$36.7M
WKWORKIVA INC
$35.9M
ACVAACV AUCTIONS INC
$35.7M
TTEKTETRA TECH INC NEW
$34.4M
ADUSADDUS HOMECARE CORP
$34.2M
MRVLMARVELL TECHNOLOGY INC
$33.5M
IOTSAMSARA INC
$32.9M
WSOWATSCO INC
$32.1M
NSANATIONAL STORAGE AFFILIATES
$31.5M
VRNAVERONA PHARMA PLC
$31.5M
RGENREPLIGEN CORP
$30.0M
BOOTBOOT BARN HLDGS INC
$30.0M
CWANCLEARWATER ANALYTICS HLDGS I
$29.5M
VCELVERICEL CORP
$29.1M
QTWOQ2 HLDGS INC
$28.3M
PARPAR TECHNOLOGY CORP
$27.8M
KRYSKRYSTAL BIOTECH INC
$25.6M
FIXCOMFORT SYS USA INC
$25.3M
XENEXENON PHARMACEUTICALS INC
$25.0M
RBCRBC BEARINGS INC
$24.7M
WRBYWARBY PARKER INC
$24.5M
EXPOEXPONENT INC
$24.2M
WSCWILLSCOT HLDGS CORP
$24.2M
ITTITT INC
$24.1M
ROADCONSTRUCTION PARTNERS INC
$23.8M
INTAINTAPP INC
$23.2M
VVVVALVOLINE INC
$23.0M
EMBJEMBRAER S.A.
$21.9M
BFAMBRIGHT HORIZONS FAM SOL IN D
$21.6M
MTSIMACOM TECH SOLUTIONS HLDGS I
$21.5M
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