TimesSquare Capital Management, LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$6.9B
Holdings
145
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (145 positions)
| Stock | Value |
|---|---|
EMEEMCOR GROUP INC | $150.0M |
FROGJFROG LTD | $149.2M |
ABGCENCORA INC | $139.7M |
HUBSHUBSPOT INC | $133.4M |
VEEVVEEVA SYS INC | $130.4M |
BJBJS WHSL CLUB HLDGS INC | $126.3M |
LNGCHENIERE ENERGY INC | $124.8M |
CYBRCYBERARK SOFTWARE LTD | $124.3M |
RRXREGAL REXNORD CORPORATION | $123.5M |
VRSKVERISK ANALYTICS INC | $118.8M |
MPWRMONOLITHIC PWR SYS INC | $108.2M |
IDXXIDEXX LABS INC | $108.0M |
AXONAXON ENTERPRISE INC | $106.6M |
TPGTPG INC | $98.1M |
HOODROBINHOOD MKTS INC | $96.6M |
ORLYOREILLY AUTOMOTIVE INC | $94.1M |
TTANSERVICETITAN INC | $91.2M |
APPAPPLOVIN CORP | $90.9M |
CITCINTAS CORP | $90.9M |
DASHDOORDASH INC | $90.1M |
ESABESAB CORPORATION | $90.1M |
ITGARTNER INC | $89.7M |
IBKRINTERACTIVE BROKERS GROUP IN | $88.1M |
CWCURTISS WRIGHT CORP | $88.0M |
IM8NINSMED INC | $87.9M |
STVNSTEVANATO GROUP S P A | $81.2M |
PINSPINTEREST INC | $79.3M |
LSCCLATTICE SEMICONDUCTOR CORP | $77.8M |
DTDYNATRACE INC | $76.4M |
OSONESTREAM INC | $75.5M |
ARGXARGENX SE | $73.6M |
TSCOTRACTOR SUPPLY CO | $71.8M |
ALSALLSTATE CORP | $71.7M |
WHWYNDHAM HOTELS & RESORTS INC | $70.2M |
LOARLOAR HOLDINGS INC | $66.9M |
ROSTROSS STORES INC | $66.6M |
HXLHEXCEL CORP NEW | $65.6M |
CSGPCOSTAR GROUP INC | $65.1M |
INSPINSPIRE MED SYS INC | $64.8M |
TYLTYLER TECHNOLOGIES INC | $64.3M |
PFGCPERFORMANCE FOOD GROUP CO | $60.4M |
MLMMARTIN MARIETTA MATLS INC | $59.0M |
CWSTCASELLA WASTE SYS INC | $57.8M |
TRMBTRIMBLE INC | $57.6M |
WCNWASTE CONNECTIONS INC | $57.5M |
BSYBENTLEY SYS INC | $57.2M |
IOTSAMSARA INC | $56.9M |
TRGPTARGA RES CORP | $54.9M |
ESTCELASTIC N V | $53.7M |
POOLPOOL CORP | $53.1M |
NSYNICE LTD | $52.4M |
GFLGFL ENVIRONMENTAL INC | $51.9M |
BROBROWN & BROWN INC | $49.8M |
RPMRPM INTL INC | $49.8M |
VCTRVICTORY CAP HLDGS INC | $49.6M |
MRVLMARVELL TECHNOLOGY INC | $48.3M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $47.5M |
AMEAMETEK INC | $47.0M |
VRNAVERONA PHARMA PLC | $46.7M |
CSLCARLISLE COS INC | $46.0M |
ADUSADDUS HOMECARE CORP | $45.4M |
PRPERMIAN RESOURCES CORP | $44.8M |
SAFTSAFETY INS GROUP INC | $43.9M |
RNRRENAISSANCERE HLDGS LTD | $43.7M |
FICOFAIR ISAAC CORP | $42.9M |
APHAMPHENOL CORP NEW | $42.5M |
HLNEHAMILTON LANE INC | $42.1M |
EHCENCOMPASS HEALTH CORP | $41.5M |
JBTJBT MAREL CORPORATION | $40.7M |
AZEKAZEK CO INC | $40.6M |
CRWDCROWDSTRIKE HLDGS INC | $39.8M |
FNDFLOOR & DECOR HLDGS INC | $38.6M |
ACVAACV AUCTIONS INC | $38.1M |
VERXVERTEX INC | $37.7M |
TTEKTETRA TECH INC NEW | $37.7M |
PCTYPAYLOCITY HLDG CORP | $36.5M |
ITTITT INC | $34.3M |
QTWOQ2 HLDGS INC | $34.0M |
VVVVALVOLINE INC | $33.9M |
SAIASAIA INC | $33.2M |
FIXCOMFORT SYS USA INC | $33.1M |
WSOWATSCO INC | $33.1M |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $32.7M |
PARPAR TECHNOLOGY CORP | $32.3M |
EFXEQUIFAX INC | $32.2M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $32.1M |
VCELVERICEL CORP | $31.6M |
WKWORKIVA INC | $31.5M |
RGENREPLIGEN CORP | $29.9M |
CWANCLEARWATER ANALYTICS HLDGS I | $29.8M |
EVREVERCORE INC | $28.4M |
CHEFCHEFS WHSE INC | $28.1M |
MYRGMYR GROUP INC DEL | $28.0M |
FLUTFLUTTER ENTMT PLC | $27.5M |
RBCRBC BEARINGS INC | $27.1M |
INTAINTAPP INC | $26.5M |
ROADCONSTRUCTION PARTNERS INC | $26.5M |
BOOTBOOT BARN HLDGS INC | $26.3M |
MTSIMACOM TECH SOLUTIONS HLDGS I | $25.9M |
PAYPAYMENTUS HOLDINGS INC | $25.6M |
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