TimesSquare Capital Management, LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$6.9T
Holdings
145
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (145 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EMEEMCOR GROUP INC | 280,482 | $150.0B | 2.16% | |
| 2 | FROGJFROG LTD | 3,401,292 | $149.2B | 2.15% | |
| 3 | ABGCENCORA INC | 465,893 | $139.7B | 2.01% | |
| 4 | HUBSHUBSPOT INC | 239,598 | $133.4B | 1.92% | |
| 5 | VEEVVEEVA SYS INC | 452,758 | $130.4B | 1.88% | |
| 6 | BJBJS WHSL CLUB HLDGS INC | 1,171,100 | $126.3B | 1.82% | |
| 7 | LNGCHENIERE ENERGY INC | 512,680 | $124.8B | 1.80% | |
| 8 | CYBRCYBERARK SOFTWARE LTD | 305,448 | $124.3B | 1.79% | |
| 9 | RRXREGAL REXNORD CORPORATION | 851,809 | $123.5B | 1.78% | |
| 10 | VRSKVERISK ANALYTICS INC | 381,405 | $118.8B | 1.71% | |
| 11 | MPWRMONOLITHIC PWR SYS INC | 147,907 | $108.2B | 1.56% | |
| 12 | IDXXIDEXX LABS INC | 201,276 | $108.0B | 1.56% | |
| 13 | AXONAXON ENTERPRISE INC | 128,714 | $106.6B | 1.54% | |
| 14 | TPGTPG INC | 1,870,616 | $98.1B | 1.41% | |
| 15 | HOODROBINHOOD MKTS INC | 1,031,253 | $96.6B | 1.39% | |
| 16 | ORLYOREILLY AUTOMOTIVE INC | 1,043,960 | $94.1B | 1.36% | |
| 17 | TTANSERVICETITAN INC | 850,453 | $91.2B | 1.31% | |
| 18 | APPAPPLOVIN CORP | 259,661 | $90.9B | 1.31% | |
| 19 | CITCINTAS CORP | 407,803 | $90.9B | 1.31% | |
| 20 | DASHDOORDASH INC | 365,558 | $90.1B | 1.30% | |
| 21 | ESABESAB CORPORATION | 747,036 | $90.1B | 1.30% | |
| 22 | ITGARTNER INC | 221,884 | $89.7B | 1.29% | |
| 23 | IBKRINTERACTIVE BROKERS GROUP IN | 1,590,275 | $88.1B | 1.27% | |
| 24 | CWCURTISS WRIGHT CORP | 180,167 | $88.0B | 1.27% | |
| 25 | IM8NINSMED INC | 873,491 | $87.9B | 1.27% | |
| 26 | STVNSTEVANATO GROUP S P A | 3,325,539 | $81.2B | 1.17% | |
| 27 | PINSPINTEREST INC | 2,212,175 | $79.3B | 1.14% | |
| 28 | LSCCLATTICE SEMICONDUCTOR CORP | 1,587,301 | $77.8B | 1.12% | |
| 29 | DTDYNATRACE INC | 1,383,654 | $76.4B | 1.10% | |
| 30 | OSONESTREAM INC | 2,666,751 | $75.5B | 1.09% | |
| 31 | ARGXARGENX SE | 133,580 | $73.6B | 1.06% | |
| 32 | TSCOTRACTOR SUPPLY CO | 1,360,795 | $71.8B | 1.04% | |
| 33 | ALSALLSTATE CORP | 356,253 | $71.7B | 1.03% | |
| 34 | WHWYNDHAM HOTELS & RESORTS INC | 864,293 | $70.2B | 1.01% | |
| 35 | LOARLOAR HOLDINGS INC | 776,729 | $66.9B | 0.97% | |
| 36 | ROSTROSS STORES INC | 521,852 | $66.6B | 0.96% | |
| 37 | HXLHEXCEL CORP NEW | 1,160,665 | $65.6B | 0.95% | |
| 38 | CSGPCOSTAR GROUP INC | 810,196 | $65.1B | 0.94% | |
| 39 | INSPINSPIRE MED SYS INC | 499,199 | $64.8B | 0.93% | |
| 40 | TYLTYLER TECHNOLOGIES INC | 108,497 | $64.3B | 0.93% | |
| 41 | PFGCPERFORMANCE FOOD GROUP CO | 690,125 | $60.4B | 0.87% | |
| 42 | MLMMARTIN MARIETTA MATLS INC | 107,445 | $59.0B | 0.85% | |
| 43 | CWSTCASELLA WASTE SYS INC | 501,029 | $57.8B | 0.83% | |
| 44 | TRMBTRIMBLE INC | 758,055 | $57.6B | 0.83% | |
| 45 | WCNWASTE CONNECTIONS INC | 308,062 | $57.5B | 0.83% | |
| 46 | BSYBENTLEY SYS INC | 1,059,490 | $57.2B | 0.82% | |
| 47 | IOTSAMSARA INC | 1,431,409 | $56.9B | 0.82% | |
| 48 | TRGPTARGA RES CORP | 315,360 | $54.9B | 0.79% | |
| 49 | ESTCELASTIC N V | 636,920 | $53.7B | 0.77% | |
| 50 | POOLPOOL CORP | 182,175 | $53.1B | 0.77% | |
| 51 | NSYNICE LTD | 309,985 | $52.4B | 0.76% | |
| 52 | GFLGFL ENVIRONMENTAL INC | 1,029,096 | $51.9B | 0.75% | |
| 53 | BROBROWN & BROWN INC | 449,542 | $49.8B | 0.72% | |
| 54 | RPMRPM INTL INC | 453,589 | $49.8B | 0.72% | |
| 55 | VCTRVICTORY CAP HLDGS INC | 778,273 | $49.6B | 0.71% | |
| 56 | MRVLMARVELL TECHNOLOGY INC | 624,195 | $48.3B | 0.70% | |
| 57 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 195,479 | $47.5B | 0.68% | |
| 58 | AMEAMETEK INC | 259,937 | $47.0B | 0.68% | |
| 59 | VRNAVERONA PHARMA PLC | 493,603 | $46.7B | 0.67% | |
| 60 | CSLCARLISLE COS INC | 123,240 | $46.0B | 0.66% | |
| 61 | ADUSADDUS HOMECARE CORP | 394,047 | $45.4B | 0.65% | |
| 62 | PRPERMIAN RESOURCES CORP | 3,286,931 | $44.8B | 0.65% | |
| 63 | SAFTSAFETY INS GROUP INC | 552,680 | $43.9B | 0.63% | |
| 64 | RNRRENAISSANCERE HLDGS LTD | 180,032 | $43.7B | 0.63% | |
| 65 | FICOFAIR ISAAC CORP | 23,464 | $42.9B | 0.62% | |
| 66 | APHAMPHENOL CORP NEW | 430,582 | $42.5B | 0.61% | |
| 67 | HLNEHAMILTON LANE INC | 296,348 | $42.1B | 0.61% | |
| 68 | EHCENCOMPASS HEALTH CORP | 338,269 | $41.5B | 0.60% | |
| 69 | JBTJBT MAREL CORPORATION | 338,345 | $40.7B | 0.59% | |
| 70 | AZEKAZEK CO INC | 747,116 | $40.6B | 0.59% | |
| 71 | CRWDCROWDSTRIKE HLDGS INC | 78,153 | $39.8B | 0.57% | |
| 72 | FNDFLOOR & DECOR HLDGS INC | 508,642 | $38.6B | 0.56% | |
| 73 | ACVAACV AUCTIONS INC | 2,349,198 | $38.1B | 0.55% | |
| 74 | VERXVERTEX INC | 1,067,825 | $37.7B | 0.54% | |
| 75 | TTEKTETRA TECH INC NEW | 1,047,796 | $37.7B | 0.54% | |
| 76 | PCTYPAYLOCITY HLDG CORP | 201,642 | $36.5B | 0.53% | |
| 77 | ITTITT INC | 218,500 | $34.3B | 0.49% | |
| 78 | QTWOQ2 HLDGS INC | 363,374 | $34.0B | 0.49% | |
| 79 | VVVVALVOLINE INC | 894,243 | $33.9B | 0.49% | |
| 80 | SAIASAIA INC | 121,315 | $33.2B | 0.48% | |
| 81 | FIXCOMFORT SYS USA INC | 61,710 | $33.1B | 0.48% | |
| 82 | WSOWATSCO INC | 74,855 | $33.1B | 0.48% | |
| 83 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 353,000 | $32.7B | 0.47% | |
| 84 | PARPAR TECHNOLOGY CORP | 464,914 | $32.3B | 0.47% | |
| 85 | EFXEQUIFAX INC | 124,268 | $32.2B | 0.46% | |
| 86 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 690,491 | $32.1B | 0.46% | |
| 87 | VCELVERICEL CORP | 743,389 | $31.6B | 0.46% | |
| 88 | WKWORKIVA INC | 459,586 | $31.5B | 0.45% | |
| 89 | RGENREPLIGEN CORP | 240,231 | $29.9B | 0.43% | |
| 90 | CWANCLEARWATER ANALYTICS HLDGS I | 1,360,316 | $29.8B | 0.43% | |
| 91 | EVREVERCORE INC | 105,350 | $28.4B | 0.41% | |
| 92 | CHEFCHEFS WHSE INC | 440,877 | $28.1B | 0.41% | |
| 93 | MYRGMYR GROUP INC DEL | 154,300 | $28.0B | 0.40% | |
| 94 | FLUTFLUTTER ENTMT PLC | 96,142 | $27.5B | 0.40% | |
| 95 | RBCRBC BEARINGS INC | 70,498 | $27.1B | 0.39% | |
| 96 | INTAINTAPP INC | 513,250 | $26.5B | 0.38% | |
| 97 | ROADCONSTRUCTION PARTNERS INC | 248,935 | $26.5B | 0.38% | |
| 98 | BOOTBOOT BARN HLDGS INC | 173,260 | $26.3B | 0.38% | |
| 99 | MTSIMACOM TECH SOLUTIONS HLDGS I | 180,619 | $25.9B | 0.37% | |
| 100 | PAYPAYMENTUS HOLDINGS INC | 781,609 | $25.6B | 0.37% |
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