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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | EFXEQUIFAX INC | 115,223 | $25.0B | 376.61% | |
| 102 | KRYSKRYSTAL BIOTECH INC | 97,400 | $24.0B | 361.71% | |
| 103 | XENEXENON PHARMACEUTICALS INC | 532,740 | $23.9B | 359.68% | |
| 104 | PJTPJT PARTNERS INC | 142,496 | $23.8B | 358.90% | |
| 105 | EMBJEMBRAER S.A. | 362,131 | $23.3B | 351.14% | |
| 106 | PAYPAYMENTUS HOLDINGS INC | 736,827 | $23.3B | 350.63% | |
| 107 | HXLHEXCEL CORP NEW | 307,786 | $22.7B | 342.63% | |
| 108 | VCELVERICEL CORP | 631,256 | $22.7B | 342.42% | |
| 109 | STEPSTEPSTONE GROUP INC | 353,697 | $22.7B | 341.89% | |
| 110 | MIRMIRION TECHNOLOGIES INC | 967,261 | $22.7B | 341.24% | |
| 111 | PSNPARSONS CORP DEL | 353,430 | $21.8B | 329.01% | |
| 112 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 286,531 | $21.8B | 327.64% | |
| 113 | SAFTSAFETY INS GROUP INC | 271,930 | $21.2B | 319.14% | |
| 114 | GLBEGLOBAL E ONLINE LTD | 521,118 | $20.5B | 308.58% | |
| 115 | WINGWINGSTOP INC | 84,304 | $20.1B | 302.86% | |
| 116 | NSANATIONAL STORAGE AFFILIATES | 689,692 | $19.5B | 293.08% | |
| 117 | U6ZURANIUM ENERGY CORP | 1,664,320 | $19.4B | 292.83% | |
| 118 | BOOTBOOT BARN HLDGS INC | 108,849 | $19.2B | 289.35% | |
| 119 | UNFUNIFIRST CORP MASS | 99,338 | $19.2B | 288.65% | |
| 120 | LGNLEGENCE CORP | 437,480 | $18.8B | 283.64% | |
| 121 | CGONCG ONCOLOGY INC | 426,019 | $17.7B | 266.45% | |
| 122 | ABVXABIVAX SA | 129,384 | $17.4B | 262.83% | |
| 123 | CBLLCERIBELL INC | 787,926 | $17.3B | 260.29% | |
| 124 | MTDRMATADOR RES CO | 383,007 | $16.3B | 244.85% | |
| 125 | MYRGMYR GROUP INC DEL | 74,301 | $16.2B | 244.55% | |
| 126 | VERXVERTEX INC | 766,222 | $15.3B | 230.49% | |
| 127 | IRONDISC MEDICINE INC | 187,777 | $14.9B | 224.62% | |
| 128 | KYMRKYMERA THERAPEUTICS INC | 189,900 | $14.8B | 222.58% | |
| 129 | CDNLCARDINAL INFRASTRUCTURE GROU | 604,300 | $14.6B | 220.10% | |
| 130 | BFAMBRIGHT HORIZONS FAM SOL IN D | 142,486 | $14.4B | 217.64% | |
| 131 | MLYSMINERALYS THERAPEUTICS INC | 380,100 | $13.8B | 207.78% | |
| 132 | CLBTCELLEBRITE DI LTD | 715,992 | $12.9B | 194.46% | |
| 133 | VERAVERA THERAPEUTICS INC | 252,462 | $12.8B | 192.58% | |
| 134 | NPNEPTUNE INS HLDGS INC | 420,434 | $12.3B | 184.67% | |
| 135 | STRLSTERLING INFRASTRUCTURE INC | 39,340 | $12.0B | 181.47% | |
| 136 | WHDCACTUS INC | 250,349 | $11.4B | 172.25% | |
| 137 | NVMINOVA LTD | 34,600 | $11.4B | 171.16% | |
| 138 | AXGNAXOGEN INC | 336,847 | $11.0B | 166.08% | |
| 139 | IRTCIRHYTHM TECHNOLOGIES INC | 59,822 | $10.6B | 159.89% | |
| 140 | CRWDCROWDSTRIKE HLDGS INC | 21,277 | $10.0B | 150.23% | |
| 141 | SISHOULDER INNOVATIONS INC | 289,850 | $4.1B | 62.42% | |
| 142 | ARCOARCOS DORADOS HOLDINGS INC | 549,322 | $4.0B | 60.74% | |
| 143 | TSCM2023 ETF SERIES TRUST | 100,000 | $2.0B | 29.78% | |
| 144 | CLHCLEAN HARBORS INC | 6,770 | $1.6B | 23.91% | |
| 145 | WBSWEBSTER FINL CORP | 15,485 | $974.0M | 14.67% | |
| 146 | SAIASAIA INC | 2,510 | $819.0M | 12.34% | |
| 147 | RNRRENAISSANCERE HLDGS LTD | 2,594 | $729.0M | 10.98% | |
| 148 | WCCWESCO INTL INC | 40 | $9.0M | 0.14% |
PreviousPage 2 of 2