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)

#StockSharesValue% PortfolioType
101
NSANATIONAL STORAGE AFFILIATES
760,913$24.3B351.00%
102
IWOISHARES TR
85,000$24.3B350.37%
103
WRBYWARBY PARKER INC
1,101,561$24.2B348.34%
104
OLLIOLLIES BARGAIN OUTLET HLDGS
179,000$23.6B340.14%
105
EMBJEMBRAER S.A.
411,647$23.4B337.81%
106
PJTPJT PARTNERS INC
139,941$23.1B332.97%
107
PSNPARSONS CORP DEL
314,120$22.5B325.08%
108
WSCWILLSCOT HLDGS CORP
815,661$22.3B322.27%
109
GTLSCHART INDS INC
134,006$22.1B318.16%
110
EXPOEXPONENT INC
292,539$21.9B315.15%
111
BFAMBRIGHT HORIZONS FAM SOL IN D
171,648$21.2B305.90%
112
EEEXCELERATE ENERGY INC
716,352$21.0B302.86%
113
SLNOSOLENO THERAPEUTICS INC
247,369$20.7B298.84%
114
AITAPPLIED INDL TECHNOLOGIES IN
86,434$20.1B289.71%
115
FTAIFTAI AVIATION LTD
174,147$20.0B288.88%
116
MTDRMATADOR RES CO
388,632$18.5B267.42%
117
GLBEGLOBAL E ONLINE LTD
550,973$18.5B266.47%
118
XYZBLOCK INC
264,975$18.0B259.55%
119
XENEXENON PHARMACEUTICALS INC
571,242$17.9B257.82%
120
GRDNGUARDIAN PHARMACY SVCS INC
814,223$17.4B250.20%
121
KRMNKARMAN HLDGS INC
335,060$16.9B243.36%
122
CRSCARPENTER TECHNOLOGY CORP
60,622$16.8B241.60%
123
INRINFINITY NAT RES INC
883,504$16.2B233.27%
124
NAMSNEWAMSTERDAM PHARMA COMPANY
872,537$15.8B227.85%
125
KRYSKRYSTAL BIOTECH INC
114,204$15.7B226.37%
126
MGYMAGNOLIA OIL & GAS CORP
691,959$15.6B224.30%
127
CBLLCERIBELL INC
796,945$14.9B215.24%
128
BRZEBRAZE INC
500,745$14.1B202.90%
129
MVBFMVB FINL CORP
594,548$13.4B193.15%
130
CGONCG ONCOLOGY INC
512,201$13.3B192.03%
131
NVMINOVA LTD
48,130$13.2B190.99%
132
MRUSMERUS N V
242,698$12.8B184.08%
133
PRSUPURSUIT ATTRACTIONS AND HOSP
439,793$12.7B182.83%
134
FRPTFRESHPET INC
179,324$12.2B175.73%
135
ONTOONTO INNOVATION INC
119,487$12.1B173.90%
136
WHDCACTUS INC
262,778$11.5B165.66%
137
IRTCIRHYTHM TECHNOLOGIES INC
71,660$11.0B159.09%
138
ASGNASGN INC
207,482$10.4B149.38%
139
ARCOARCOS DORADOS HOLDINGS INC
873,702$6.9B99.40%
140
SITMSITIME CORP
23,720$5.1B72.88%
141
CLHCLEAN HARBORS INC
6,770$1.6B22.57%
142
WBSWEBSTER FINL CORP
22,601$1.2B17.79%
143
JHXJAMES HARDIE INDS PLC
400$10.8M0.16%
144
WCCWESCO INTL INC
30$5.6M0.08%
145
ALABASTERA LABS INC
60$5.4M0.08%
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