TimesSquare Capital Management, LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$6.6B
Holdings
148
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (148 positions)
| Stock | Value |
|---|---|
FROGJFROG LTD | $155.8B |
EMEEMCOR GROUP INC | $153.3B |
ABGCENCORA INC | $142.9B |
MPWRMONOLITHIC PWR SYS INC | $127.1B |
KRMNKARMAN HLDGS INC | $117.2B |
IDXXIDEXX LABS INC | $113.2B |
LSCCLATTICE SEMICONDUCTOR CORP | $108.5B |
CYBRCYBERARK SOFTWARE LTD | $107.7B |
TPGTPG INC | $107.5B |
ESABESAB CORPORATION | $107.2B |
AXONAXON ENTERPRISE INC | $94.0B |
IBKRINTERACTIVE BROKERS GROUP IN | $93.7B |
CRSCARPENTER TECHNOLOGY CORP | $93.7B |
TTANSERVICETITAN INC | $92.1B |
VEEVVEEVA SYS INC | $91.9B |
ARGXARGENX SE | $91.3B |
CWCURTISS WRIGHT CORP | $90.8B |
LNGCHENIERE ENERGY INC | $90.2B |
HUBSHUBSPOT INC | $87.5B |
ORLYOREILLY AUTOMOTIVE INC | $86.5B |
FLUTFLUTTER ENTMT PLC | $85.8B |
IM8NINSMED INC | $85.4B |
NRANRG ENERGY INC | $83.3B |
VRSKVERISK ANALYTICS INC | $81.7B |
BJBJS WHSL CLUB HLDGS INC | $78.0B |
RRXREGAL REXNORD CORPORATION | $77.9B |
PFGCPERFORMANCE FOOD GROUP CO | $76.8B |
ROSTROSS STORES INC | $76.3B |
TSCOTRACTOR SUPPLY CO | $75.5B |
DASHDOORDASH INC | $74.6B |
RGENREPLIGEN CORP | $71.4B |
STVNSTEVANATO GROUP S P A | $70.4B |
CITCINTAS CORP | $68.8B |
CBRECBRE GROUP INC | $64.7B |
TRGPTARGA RES CORP | $64.6B |
LOARLOAR HOLDINGS INC | $60.0B |
GENIGENIUS SPORTS LIMITED | $59.9B |
CWSTCASELLA WASTE SYS INC | $58.5B |
WHWYNDHAM HOTELS & RESORTS INC | $57.5B |
HOODROBINHOOD MKTS INC | $57.4B |
EVREVERCORE INC | $57.4B |
MLMMARTIN MARIETTA MATLS INC | $56.7B |
DTDYNATRACE INC | $55.1B |
NTSKNETSKOPE INC | $55.0B |
FICOFAIR ISAAC CORP | $54.5B |
CSGPCOSTAR GROUP INC | $54.4B |
TRMBTRIMBLE INC | $54.1B |
PINSPINTEREST INC | $52.4B |
TYLTYLER TECHNOLOGIES INC | $50.7B |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $50.0B |
OSONESTREAM INC | $49.0B |
AMEAMETEK INC | $48.6B |
GFLGFL ENVIRONMENTAL INC | $48.3B |
ESTCELASTIC N V | $48.3B |
FIXCOMFORT SYS USA INC | $47.8B |
IOTSAMSARA INC | $46.8B |
NCLHNORWEGIAN CRUISE LINE HLDG L | $46.2B |
VCTRVICTORY CAP HLDGS INC | $46.1B |
SNOWSNOWFLAKE INC | $46.0B |
HLNEHAMILTON LANE INC | $44.1B |
APHAMPHENOL CORP NEW | $43.9B |
WKWORKIVA INC | $43.3B |
MTSIMACOM TECH SOLUTIONS HLDGS I | $42.3B |
JHXJAMES HARDIE INDS PLC | $41.6B |
RBCRBC BEARINGS INC | $40.6B |
JBTJBT MAREL CORPORATION | $39.9B |
ITTITT INC | $39.3B |
ADUSADDUS HOMECARE CORP | $38.2B |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $38.0B |
ONTOONTO INNOVATION INC | $36.8B |
EHCENCOMPASS HEALTH CORP | $36.8B |
SITMSITIME CORP | $36.5B |
BSYBENTLEY SYS INC | $36.3B |
CHEFCHEFS WHSE INC | $34.2B |
BROBROWN & BROWN INC | $32.7B |
CASYCASEYS GEN STORES INC | $32.4B |
BRZEBRAZE INC | $32.1B |
NSYNICE LTD | $31.9B |
PIPRPIPER SANDLER COMPANIES | $31.9B |
MRVLMARVELL TECHNOLOGY INC | $31.7B |
GRDNGUARDIAN PHARMACY SVCS INC | $31.5B |
PRPERMIAN RESOURCES CORP | $31.5B |
MIRMMIRUM PHARMACEUTICALS INC | $31.3B |
PRSUPURSUIT ATTRACTIONS AND HOSP | $31.2B |
CWANCLEARWATER ANALYTICS HLDGS I | $31.2B |
AITAPPLIED INDL TECHNOLOGIES IN | $31.0B |
WRBYWARBY PARKER INC | $29.5B |
BEBLOOM ENERGY CORP | $29.3B |
AMPLAMPLITUDE INC | $29.1B |
NAMSNEWAMSTERDAM PHARMA COMPANY | $28.8B |
ROADCONSTRUCTION PARTNERS INC | $28.8B |
FNDFLOOR & DECOR HLDGS INC | $28.3B |
WCNWASTE CONNECTIONS INC | $28.1B |
PCTYPAYLOCITY HLDG CORP | $27.8B |
INTAINTAPP INC | $27.6B |
TARSTARSUS PHARMACEUTICALS INC | $27.2B |
OLLIOLLIES BARGAIN OUTLET HLDGS | $27.0B |
EEEXCELERATE ENERGY INC | $26.6B |
QTWOQ2 HLDGS INC | $26.6B |
VVVVALVOLINE INC | $26.5B |
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