TimesSquare Capital Management, LLC Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$6.2B
Holdings
142
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (142 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYBRCYBERARK SOFTWARE LTD | 457,199 | $154.5B | 2488.52% | |
| 2 | ABGCENCORA INC | 466,298 | $129.7B | 2088.18% | |
| 3 | HUBSHUBSPOT INC | 218,060 | $124.6B | 2006.10% | |
| 4 | VRSKVERISK ANALYTICS INC | 401,405 | $119.5B | 1923.82% | |
| 5 | LNGCHENIERE ENERGY INC | 504,005 | $116.6B | 1878.10% | |
| 6 | FROGJFROG LTD | 3,622,911 | $115.9B | 1866.93% | |
| 7 | BJBJS WHSL CLUB HLDGS INC | 968,850 | $110.5B | 1780.17% | |
| 8 | EMEEMCOR GROUP INC | 283,812 | $104.9B | 1689.34% | |
| 9 | VEEVVEEVA SYS INC | 444,943 | $103.1B | 1659.66% | |
| 10 | TTANSERVICETITAN INC | 1,044,914 | $99.4B | 1600.39% | |
| 11 | RRXREGAL REXNORD CORPORATION | 871,399 | $99.2B | 1597.61% | |
| 12 | ORLYOREILLY AUTOMOTIVE INC | 68,558 | $98.2B | 1581.60% | |
| 13 | ESABESAB CORPORATION | 789,450 | $92.0B | 1481.05% | |
| 14 | ITGARTNER INC | 217,809 | $91.4B | 1472.23% | |
| 15 | TPGTPG INC | 1,845,646 | $87.5B | 1409.68% | |
| 16 | APPAPPLOVIN CORP | 321,375 | $85.2B | 1371.29% | |
| 17 | CITCINTAS CORP | 410,322 | $84.3B | 1358.06% | |
| 18 | MPWRMONOLITHIC PWR SYS INC | 145,302 | $84.3B | 1357.08% | |
| 19 | IDXXIDEXX LABS INC | 197,746 | $83.0B | 1337.29% | |
| 20 | LSCCLATTICE SEMICONDUCTOR CORP | 1,559,055 | $81.8B | 1316.82% | |
| 21 | IM8NINSMED INC | 1,064,148 | $81.2B | 1307.34% | |
| 22 | ALSALLSTATE CORP | 371,303 | $76.9B | 1238.13% | |
| 23 | INSPINSPIRE MED SYS INC | 476,217 | $75.9B | 1221.48% | |
| 24 | ARGXARGENX SE | 125,295 | $74.2B | 1194.20% | |
| 25 | ROSTROSS STORES INC | 579,512 | $74.1B | 1192.56% | |
| 26 | LOARLOAR HOLDINGS INC | 993,503 | $70.2B | 1130.32% | |
| 27 | STVNSTEVANATO GROUP S P A | 3,358,966 | $68.6B | 1104.54% | |
| 28 | PINSPINTEREST INC | 2,184,740 | $67.7B | 1090.64% | |
| 29 | TSCOTRACTOR SUPPLY CO | 1,223,375 | $67.4B | 1085.50% | |
| 30 | DASHDOORDASH INC | 358,818 | $65.6B | 1056.08% | |
| 31 | IBKRINTERACTIVE BROKERS GROUP IN | 392,250 | $65.0B | 1045.96% | |
| 32 | AXONAXON ENTERPRISE INC | 122,250 | $64.3B | 1035.41% | |
| 33 | DTDYNATRACE INC | 1,362,364 | $64.2B | 1034.41% | |
| 34 | CRWDCROWDSTRIKE HLDGS INC | 181,760 | $64.1B | 1031.99% | |
| 35 | WCNWASTE CONNECTIONS INC | 328,128 | $64.0B | 1031.38% | |
| 36 | HXLHEXCEL CORP NEW | 1,166,489 | $63.9B | 1028.64% | |
| 37 | CWCURTISS WRIGHT CORP | 199,012 | $63.1B | 1016.78% | |
| 38 | TYLTYLER TECHNOLOGIES INC | 106,532 | $61.9B | 997.39% | |
| 39 | HOODROBINHOOD MKTS INC | 1,455,795 | $60.6B | 975.71% | |
| 40 | CSGPCOSTAR GROUP INC | 752,887 | $59.7B | 960.59% | |
| 41 | OSONESTREAM INC | 2,699,645 | $57.6B | 927.73% | |
| 42 | WHWYNDHAM HOTELS & RESORTS INC | 635,120 | $57.5B | 925.70% | |
| 43 | TRGPTARGA RES CORP | 275,330 | $55.2B | 888.84% | |
| 44 | POOLPOOL CORP | 173,218 | $55.1B | 888.01% | |
| 45 | ROKROCKWELL AUTOMATION INC | 211,885 | $54.7B | 881.61% | |
| 46 | PFGCPERFORMANCE FOOD GROUP CO | 693,450 | $54.5B | 878.06% | |
| 47 | MLMMARTIN MARIETTA MATLS INC | 111,930 | $53.5B | 861.81% | |
| 48 | PRPERMIAN RESOURCES CORP | 3,756,031 | $52.0B | 837.72% | |
| 49 | CWSTCASELLA WASTE SYS INC | 454,739 | $50.7B | 816.57% | |
| 50 | RPMRPM INTL INC | 431,086 | $49.9B | 803.05% | |
| 51 | APHAMPHENOL CORP NEW | 755,438 | $49.5B | 797.91% | |
| 52 | TRMBTRIMBLE INC | 747,885 | $49.1B | 790.66% | |
| 53 | GFLGFL ENVIRONMENTAL INC | 1,014,099 | $49.0B | 788.93% | |
| 54 | NSYNICE LTD | 313,598 | $48.3B | 778.56% | |
| 55 | VCTRVICTORY CAP HLDGS INC | 800,509 | $46.3B | 746.00% | |
| 56 | HLNEHAMILTON LANE INC | 309,541 | $46.0B | 741.07% | |
| 57 | ESTCELASTIC N V | 514,030 | $45.8B | 737.54% | |
| 58 | SAFTSAFETY INS GROUP INC | 574,795 | $45.3B | 730.13% | |
| 59 | RNRRENAISSANCERE HLDGS LTD | 187,446 | $45.0B | 724.45% | |
| 60 | BROBROWN & BROWN INC | 358,962 | $44.7B | 719.10% | |
| 61 | BSYBENTLEY SYS INC | 1,098,176 | $43.2B | 695.71% | |
| 62 | AMEAMETEK INC | 240,667 | $41.4B | 667.14% | |
| 63 | SAIASAIA INC | 116,400 | $40.7B | 654.99% | |
| 64 | EHCENCOMPASS HEALTH CORP | 397,641 | $40.3B | 648.54% | |
| 65 | FNDFLOOR & DECOR HLDGS INC | 499,707 | $40.2B | 647.54% | |
| 66 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 192,139 | $39.8B | 641.25% | |
| 67 | AZEKAZEK CO INC | 801,229 | $39.2B | 630.81% | |
| 68 | FICOFAIR ISAAC CORP | 21,164 | $39.0B | 628.52% | |
| 69 | VERXVERTEX INC | 1,064,773 | $37.3B | 600.30% | |
| 70 | PCTYPAYLOCITY HLDG CORP | 197,957 | $37.1B | 597.20% | |
| 71 | EFXEQUIFAX INC | 150,483 | $36.7B | 590.22% | |
| 72 | WKWORKIVA INC | 472,851 | $35.9B | 578.02% | |
| 73 | ACVAACV AUCTIONS INC | 2,533,258 | $35.7B | 574.79% | |
| 74 | TTEKTETRA TECH INC NEW | 1,175,224 | $34.4B | 553.56% | |
| 75 | ADUSADDUS HOMECARE CORP | 345,840 | $34.2B | 550.74% | |
| 76 | MRVLMARVELL TECHNOLOGY INC | 543,290 | $33.5B | 538.67% | |
| 77 | IOTSAMSARA INC | 857,331 | $32.9B | 529.18% | |
| 78 | WSOWATSCO INC | 63,075 | $32.1B | 516.29% | |
| 79 | NSANATIONAL STORAGE AFFILIATES | 800,584 | $31.5B | 507.95% | |
| 80 | VRNAVERONA PHARMA PLC | 496,551 | $31.5B | 507.68% | |
| 81 | RGENREPLIGEN CORP | 235,987 | $30.0B | 483.54% | |
| 82 | BOOTBOOT BARN HLDGS INC | 279,284 | $30.0B | 483.16% | |
| 83 | CWANCLEARWATER ANALYTICS HLDGS I | 1,102,500 | $29.5B | 475.81% | |
| 84 | VCELVERICEL CORP | 652,465 | $29.1B | 468.82% | |
| 85 | QTWOQ2 HLDGS INC | 354,035 | $28.3B | 456.15% | |
| 86 | PARPAR TECHNOLOGY CORP | 453,925 | $27.8B | 448.38% | |
| 87 | KRYSKRYSTAL BIOTECH INC | 142,183 | $25.6B | 412.82% | |
| 88 | FIXCOMFORT SYS USA INC | 78,544 | $25.3B | 407.69% | |
| 89 | XENEXENON PHARMACEUTICALS INC | 745,551 | $25.0B | 402.80% | |
| 90 | RBCRBC BEARINGS INC | 76,619 | $24.7B | 397.01% | |
| 91 | WRBYWARBY PARKER INC | 1,345,037 | $24.5B | 394.86% | |
| 92 | EXPOEXPONENT INC | 298,860 | $24.2B | 390.12% | |
| 93 | WSCWILLSCOT HLDGS CORP | 869,030 | $24.2B | 389.04% | |
| 94 | ITTITT INC | 186,288 | $24.1B | 387.46% | |
| 95 | ROADCONSTRUCTION PARTNERS INC | 330,880 | $23.8B | 382.95% | |
| 96 | INTAINTAPP INC | 398,071 | $23.2B | 374.23% | |
| 97 | VVVVALVOLINE INC | 659,816 | $23.0B | 369.87% | |
| 98 | EMBJEMBRAER S.A. | 474,472 | $21.9B | 353.00% | |
| 99 | BFAMBRIGHT HORIZONS FAM SOL IN D | 170,150 | $21.6B | 348.09% | |
| 100 | MTSIMACOM TECH SOLUTIONS HLDGS I | 213,722 | $21.5B | 345.47% |
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