TimesSquare Capital Management, LLC Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$7.0B
Holdings
156
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (156 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EMEEMCOR GROUP INC | 264,237 | $171.6B | 2454.44% | |
| 2 | ABGCENCORA INC | 443,601 | $138.6B | 1982.61% | |
| 3 | FROGJFROG LTD | 2,896,005 | $137.1B | 1960.15% | |
| 4 | MPWRMONOLITHIC PWR SYS INC | 141,011 | $129.8B | 1856.50% | |
| 5 | VEEVVEEVA SYS INC | 433,034 | $129.0B | 1844.84% | |
| 6 | IDXXIDEXX LABS INC | 192,938 | $123.3B | 1762.77% | |
| 7 | CYBRCYBERARK SOFTWARE LTD | 252,174 | $121.8B | 1742.35% | |
| 8 | LNGCHENIERE ENERGY INC | 490,306 | $115.2B | 1647.60% | |
| 9 | KRMNKARMAN HLDGS INC | 1,546,905 | $111.7B | 1597.18% | |
| 10 | HUBSHUBSPOT INC | 230,400 | $107.8B | 1541.33% | |
| 11 | ORLYOREILLY AUTOMOTIVE INC | 993,180 | $107.1B | 1531.23% | |
| 12 | IBKRINTERACTIVE BROKERS GROUP IN | 1,545,356 | $106.3B | 1520.66% | |
| 13 | LSCCLATTICE SEMICONDUCTOR CORP | 1,425,948 | $104.6B | 1495.13% | |
| 14 | RRXREGAL REXNORD CORPORATION | 719,093 | $103.1B | 1475.05% | |
| 15 | BJBJS WHSL CLUB HLDGS INC | 1,084,359 | $101.1B | 1446.02% | |
| 16 | TPGTPG INC | 1,706,515 | $98.0B | 1402.02% | |
| 17 | HOODROBINHOOD MKTS INC | 681,371 | $97.6B | 1395.14% | |
| 18 | VRSKVERISK ANALYTICS INC | 382,764 | $96.3B | 1376.70% | |
| 19 | FLUTFLUTTER ENTMT PLC | 378,878 | $96.2B | 1376.21% | |
| 20 | DASHDOORDASH INC | 350,083 | $95.2B | 1361.68% | |
| 21 | CWCURTISS WRIGHT CORP | 173,547 | $94.2B | 1347.48% | |
| 22 | ARGXARGENX SE | 127,530 | $94.1B | 1345.12% | |
| 23 | TTANSERVICETITAN INC | 905,704 | $91.3B | 1305.96% | |
| 24 | AXONAXON ENTERPRISE INC | 123,304 | $88.5B | 1265.43% | |
| 25 | STVNSTEVANATO GROUP S P A | 3,267,676 | $84.1B | 1203.29% | |
| 26 | ROSTROSS STORES INC | 534,247 | $81.4B | 1164.26% | |
| 27 | CITCINTAS CORP | 388,889 | $79.8B | 1141.52% | |
| 28 | ESABESAB CORPORATION | 696,251 | $77.8B | 1112.57% | |
| 29 | NRANRG ENERGY INC | 471,845 | $76.4B | 1092.78% | |
| 30 | CRSCARPENTER TECHNOLOGY CORP | 306,970 | $75.4B | 1077.88% | |
| 31 | TSCOTRACTOR SUPPLY CO | 1,283,150 | $73.0B | 1043.55% | |
| 32 | LOARLOAR HOLDINGS INC | 907,093 | $72.6B | 1037.75% | |
| 33 | WHWYNDHAM HOTELS & RESORTS INC | 885,314 | $70.7B | 1011.57% | |
| 34 | APPAPPLOVIN CORP | 98,007 | $70.4B | 1007.07% | |
| 35 | PFGCPERFORMANCE FOOD GROUP CO | 662,385 | $68.9B | 985.52% | |
| 36 | PINSPINTEREST INC | 2,127,285 | $68.4B | 978.65% | |
| 37 | CSGPCOSTAR GROUP INC | 806,531 | $68.0B | 973.11% | |
| 38 | DTDYNATRACE INC | 1,320,784 | $64.0B | 915.12% | |
| 39 | NTSKNETSKOPE INC | 2,720,346 | $61.8B | 884.25% | |
| 40 | IM8NINSMED INC | 425,085 | $61.2B | 875.43% | |
| 41 | MLMMARTIN MARIETTA MATLS INC | 95,704 | $60.3B | 862.61% | |
| 42 | TRMBTRIMBLE INC | 724,985 | $59.2B | 846.52% | |
| 43 | ALSALLSTATE CORP | 272,438 | $58.5B | 836.28% | |
| 44 | CWSTCASELLA WASTE SYS INC | 609,175 | $57.8B | 826.55% | |
| 45 | ESTCELASTIC N V | 672,175 | $56.8B | 812.16% | |
| 46 | TYLTYLER TECHNOLOGIES INC | 103,789 | $54.3B | 776.49% | |
| 47 | GFLGFL ENVIRONMENTAL INC | 1,087,968 | $51.5B | 737.16% | |
| 48 | APHAMPHENOL CORP NEW | 409,189 | $50.6B | 724.14% | |
| 49 | IOTSAMSARA INC | 1,357,583 | $50.6B | 723.18% | |
| 50 | BSYBENTLEY SYS INC | 981,375 | $50.5B | 722.48% | |
| 51 | MRVLMARVELL TECHNOLOGY INC | 600,187 | $50.5B | 721.57% | |
| 52 | EVREVERCORE INC | 148,686 | $50.2B | 717.24% | |
| 53 | FICOFAIR ISAAC CORP | 33,164 | $49.6B | 709.75% | |
| 54 | ADUSADDUS HOMECARE CORP | 418,348 | $49.4B | 705.89% | |
| 55 | VCTRVICTORY CAP HLDGS INC | 759,502 | $49.2B | 703.38% | |
| 56 | NCLHNORWEGIAN CRUISE LINE HLDG L | 1,970,972 | $48.5B | 694.22% | |
| 57 | RGENREPLIGEN CORP | 362,129 | $48.4B | 692.23% | |
| 58 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 187,259 | $48.4B | 691.86% | |
| 59 | JBTJBT MAREL CORPORATION | 335,407 | $47.1B | 673.67% | |
| 60 | OSONESTREAM INC | 2,545,548 | $46.9B | 670.90% | |
| 61 | AMEAMETEK INC | 248,055 | $46.6B | 666.90% | |
| 62 | WCNWASTE CONNECTIONS INC | 262,280 | $46.1B | 659.38% | |
| 63 | EHCENCOMPASS HEALTH CORP | 362,603 | $46.1B | 658.65% | |
| 64 | BROBROWN & BROWN INC | 489,570 | $45.9B | 656.63% | |
| 65 | WKWORKIVA INC | 513,503 | $44.2B | 632.12% | |
| 66 | NSYNICE LTD | 294,422 | $42.6B | 609.58% | |
| 67 | HLNEHAMILTON LANE INC | 313,160 | $42.2B | 603.64% | |
| 68 | SITMSITIME CORP | 131,700 | $39.7B | 567.48% | |
| 69 | TRGPTARGA RES CORP | 234,390 | $39.3B | 561.58% | |
| 70 | ITTITT INC | 205,500 | $36.7B | 525.33% | |
| 71 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 250,300 | $36.4B | 521.20% | |
| 72 | FNDFLOOR & DECOR HLDGS INC | 487,440 | $35.9B | 513.74% | |
| 73 | SAFTSAFETY INS GROUP INC | 500,272 | $35.4B | 505.73% | |
| 74 | POOLPOOL CORP | 108,430 | $33.6B | 480.80% | |
| 75 | CSLCARLISLE COS INC | 101,073 | $33.2B | 475.48% | |
| 76 | VVVVALVOLINE INC | 922,502 | $33.1B | 473.73% | |
| 77 | MYRGMYR GROUP INC DEL | 156,456 | $32.5B | 465.45% | |
| 78 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 348,500 | $31.8B | 455.36% | |
| 79 | JHXJAMES HARDIE INDS PLC | 1,601,731 | $30.8B | 440.02% | |
| 80 | CHEFCHEFS WHSE INC | 524,638 | $30.6B | 437.63% | |
| 81 | EFXEQUIFAX INC | 118,778 | $30.5B | 435.74% | |
| 82 | PRSUPURSUIT ATTRACTIONS AND HOSP | 839,580 | $30.4B | 434.39% | |
| 83 | PRPERMIAN RESOURCES CORP | 2,359,511 | $30.2B | 431.90% | |
| 84 | MTSIMACOM TECH SOLUTIONS HLDGS I | 237,099 | $29.5B | 422.10% | |
| 85 | WSOWATSCO INC | 71,917 | $29.1B | 415.80% | |
| 86 | BOOTBOOT BARN HLDGS INC | 174,895 | $29.0B | 414.48% | |
| 87 | PIPRPIPER SANDLER COMPANIES | 82,860 | $28.8B | 411.16% | |
| 88 | PSNPARSONS CORP DEL | 345,115 | $28.6B | 409.24% | |
| 89 | QTWOQ2 HLDGS INC | 385,119 | $27.9B | 398.68% | |
| 90 | WRBYWARBY PARKER INC | 1,008,675 | $27.8B | 397.83% | |
| 91 | ONTOONTO INNOVATION INC | 214,331 | $27.7B | 396.07% | |
| 92 | RBCRBC BEARINGS INC | 70,663 | $27.6B | 394.40% | |
| 93 | VERXVERTEX INC | 1,091,262 | $27.1B | 386.86% | |
| 94 | ROADCONSTRUCTION PARTNERS INC | 208,046 | $26.4B | 377.85% | |
| 95 | VCELVERICEL CORP | 836,861 | $26.3B | 376.62% | |
| 96 | BRZEBRAZE INC | 905,503 | $25.8B | 368.27% | |
| 97 | SLNOSOLENO THERAPEUTICS INC | 377,566 | $25.5B | 365.00% | |
| 98 | SNOWSNOWFLAKE INC | 112,525 | $25.4B | 362.95% | |
| 99 | AITAPPLIED INDL TECHNOLOGIES IN | 96,775 | $25.3B | 361.28% | |
| 100 | CWANCLEARWATER ANALYTICS HLDGS I | 1,378,204 | $24.8B | 355.16% |
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