TimesSquare Capital Management, LLC Q4 2024 Filing
Filed February 3, 2025
Portfolio Value
$6.9B
Holdings
153
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (153 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYBRCYBERARK SOFTWARE LTD | 560,353 | $186.7B | 2720.29% | |
| 2 | HUBSHUBSPOT INC | 224,120 | $156.2B | 2275.53% | |
| 3 | RRXREGAL REXNORD CORPORATION | 884,095 | $137.1B | 1998.52% | |
| 4 | ABGCENCORA INC | 544,248 | $122.3B | 1781.86% | |
| 5 | BJBJS WHSL CLUB HLDGS INC | 1,271,235 | $113.6B | 1655.13% | |
| 6 | VRSKVERISK ANALYTICS INC | 398,690 | $109.8B | 1600.15% | |
| 7 | TPGTPG INC | 1,708,536 | $107.4B | 1564.49% | |
| 8 | LNGCHENIERE ENERGY INC | 497,207 | $106.8B | 1556.78% | |
| 9 | EMEEMCOR GROUP INC | 229,365 | $104.1B | 1517.05% | |
| 10 | ITGARTNER INC | 212,334 | $102.9B | 1498.99% | |
| 11 | ESABESAB CORPORATION | 839,685 | $100.7B | 1467.55% | |
| 12 | FROGJFROG LTD | 3,400,276 | $100.0B | 1457.21% | |
| 13 | VEEVVEEVA SYS INC | 442,078 | $92.9B | 1354.40% | |
| 14 | CITCINTAS CORP | 489,102 | $89.4B | 1302.12% | |
| 15 | TERTERADYNE INC | 708,350 | $89.2B | 1299.74% | |
| 16 | APPAPPLOVIN CORP | 273,276 | $88.5B | 1289.53% | |
| 17 | TTANSERVICETITAN INC | 854,438 | $87.9B | 1280.80% | |
| 18 | ROSTROSS STORES INC | 573,767 | $86.8B | 1264.74% | |
| 19 | LSCCLATTICE SEMICONDUCTOR CORP | 1,523,545 | $86.3B | 1257.67% | |
| 20 | ORLYOREILLY AUTOMOTIVE INC | 71,851 | $85.2B | 1241.53% | |
| 21 | ALSALLSTATE CORP | 425,978 | $82.1B | 1196.70% | |
| 22 | MPWRMONOLITHIC PWR SYS INC | 136,642 | $80.9B | 1178.14% | |
| 23 | INSPINSPIRE MED SYS INC | 433,806 | $80.4B | 1171.85% | |
| 24 | IDXXIDEXX LABS INC | 193,516 | $80.0B | 1165.85% | |
| 25 | LOARLOAR HOLDINGS INC | 1,066,525 | $78.8B | 1148.65% | |
| 26 | ARGXARGENX SE | 124,245 | $76.4B | 1113.44% | |
| 27 | WCNWASTE CONNECTIONS INC | 444,848 | $76.3B | 1112.22% | |
| 28 | DTDYNATRACE INC | 1,359,819 | $73.9B | 1076.95% | |
| 29 | CRWDCROWDSTRIKE HLDGS INC | 209,890 | $71.8B | 1046.49% | |
| 30 | STVNSTEVANATO GROUP S P A | 3,288,529 | $71.7B | 1044.17% | |
| 31 | HOODROBINHOOD MKTS INC | 1,914,060 | $71.3B | 1039.23% | |
| 32 | ITCIEURINTRA-CELLULAR THERAPIES INC | 840,269 | $70.2B | 1022.64% | |
| 33 | CWSTCASELLA WASTE SYS INC | 647,002 | $68.5B | 997.57% | |
| 34 | VCTRVICTORY CAP HLDGS INC | 976,161 | $63.9B | 931.13% | |
| 35 | CWCURTISS WRIGHT CORP | 176,072 | $62.5B | 910.48% | |
| 36 | TSCOTRACTOR SUPPLY CO | 1,173,880 | $62.3B | 907.62% | |
| 37 | TYLTYLER TECHNOLOGIES INC | 106,767 | $61.6B | 897.13% | |
| 38 | WKWORKIVA INC | 559,961 | $61.3B | 893.48% | |
| 39 | PINSPINTEREST INC | 2,088,500 | $60.6B | 882.56% | |
| 40 | AMEAMETEK INC | 332,982 | $60.0B | 874.65% | |
| 41 | OSONESTREAM INC | 2,103,806 | $60.0B | 874.32% | |
| 42 | DASHDOORDASH INC | 356,568 | $59.8B | 871.60% | |
| 43 | POOLPOOL CORP | 172,538 | $58.8B | 857.19% | |
| 44 | MRVLMARVELL TECHNOLOGY INC | 523,990 | $57.9B | 843.34% | |
| 45 | EFXEQUIFAX INC | 222,082 | $56.6B | 824.73% | |
| 46 | ROKROCKWELL AUTOMATION INC | 194,575 | $55.6B | 810.30% | |
| 47 | PRPERMIAN RESOURCES CORP | 3,730,576 | $53.6B | 781.71% | |
| 48 | NSYNICE LTD | 315,528 | $53.6B | 780.89% | |
| 49 | VERXVERTEX INC | 992,657 | $53.0B | 771.70% | |
| 50 | RNRRENAISSANCERE HLDGS LTD | 212,605 | $52.9B | 770.82% | |
| 51 | BSYBENTLEY SYS INC | 1,099,116 | $51.3B | 747.95% | |
| 52 | IBKRINTERACTIVE BROKERS GROUP IN | 287,800 | $50.8B | 740.91% | |
| 53 | WHWYNDHAM HOTELS & RESORTS INC | 497,742 | $50.2B | 731.03% | |
| 54 | TRMBTRIMBLE INC | 708,200 | $50.0B | 729.19% | |
| 55 | SAFTSAFETY INS GROUP INC | 602,449 | $49.6B | 723.37% | |
| 56 | SAIASAIA INC | 105,950 | $48.3B | 703.59% | |
| 57 | MLMMARTIN MARIETTA MATLS INC | 93,160 | $48.1B | 701.15% | |
| 58 | CSGPCOSTAR GROUP INC | 668,986 | $47.9B | 697.88% | |
| 59 | IM8NINSMED INC | 684,384 | $47.2B | 688.52% | |
| 60 | CWANCLEARWATER ANALYTICS HLDGS I | 1,700,705 | $46.8B | 682.01% | |
| 61 | HLNEHAMILTON LANE INC | 315,468 | $46.7B | 680.58% | |
| 62 | APHAMPHENOL CORP NEW | 669,093 | $46.5B | 677.13% | |
| 63 | ESTCELASTIC N V | 468,975 | $46.5B | 677.09% | |
| 64 | WBSWEBSTER FINL CORP | 823,280 | $45.5B | 662.46% | |
| 65 | ADUSADDUS HOMECARE CORP | 355,750 | $44.6B | 649.80% | |
| 66 | BOOTBOOT BARN HLDGS INC | 289,641 | $44.0B | 640.77% | |
| 67 | WSOWATSCO INC | 90,340 | $42.8B | 623.84% | |
| 68 | CUBECUBESMART | 989,855 | $42.4B | 618.07% | |
| 69 | NSANATIONAL STORAGE AFFILIATES | 1,110,784 | $42.1B | 613.62% | |
| 70 | RPMRPM INTL INC | 341,706 | $42.1B | 612.75% | |
| 71 | GLBEGLOBAL E ONLINE LTD | 770,999 | $42.0B | 612.64% | |
| 72 | TTEKTETRA TECH INC NEW | 1,036,856 | $41.3B | 601.94% | |
| 73 | ACVAACV AUCTIONS INC | 1,891,627 | $40.9B | 595.39% | |
| 74 | WRBYWARBY PARKER INC | 1,668,270 | $40.4B | 588.54% | |
| 75 | SYNASYNAPTICS INC | 526,335 | $40.2B | 585.35% | |
| 76 | BROBROWN & BROWN INC | 391,872 | $40.0B | 582.56% | |
| 77 | PFGCPERFORMANCE FOOD GROUP CO | 460,105 | $38.9B | 566.87% | |
| 78 | AZEKAZEK CO INC | 817,963 | $38.8B | 565.80% | |
| 79 | QTWOQ2 HLDGS INC | 375,700 | $37.8B | 551.02% | |
| 80 | RGENREPLIGEN CORP | 260,992 | $37.6B | 547.42% | |
| 81 | FIXCOMFORT SYS USA INC | 88,026 | $37.3B | 543.94% | |
| 82 | EMBJEMBRAER S.A. | 996,361 | $36.5B | 532.55% | |
| 83 | CPRTCOPART INC | 632,911 | $36.3B | 529.29% | |
| 84 | FRPTFRESHPET INC | 243,187 | $36.0B | 524.85% | |
| 85 | VCELVERICEL CORP | 632,160 | $34.7B | 505.81% | |
| 86 | EHCENCOMPASS HEALTH CORP | 375,551 | $34.7B | 505.38% | |
| 87 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 185,014 | $34.1B | 496.28% | |
| 88 | PCVXVAXCYTE INC | 413,637 | $33.9B | 493.41% | |
| 89 | K6BKBR INC | 574,564 | $33.3B | 485.01% | |
| 90 | XENEXENON PHARMACEUTICALS INC | 848,850 | $33.3B | 484.88% | |
| 91 | AXONAXON ENTERPRISE INC | 55,930 | $33.2B | 484.37% | |
| 92 | GFLGFL ENVIRONMENTAL INC | 707,290 | $31.5B | 459.05% | |
| 93 | IOTSAMSARA INC | 720,946 | $31.5B | 458.98% | |
| 94 | EXPOEXPONENT INC | 342,850 | $30.5B | 445.14% | |
| 95 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 448,132 | $30.1B | 438.89% | |
| 96 | PARPAR TECHNOLOGY CORP | 406,585 | $29.5B | 430.55% | |
| 97 | RBCRBC BEARINGS INC | 97,390 | $29.1B | 424.52% | |
| 98 | INTAINTAPP INC | 443,700 | $28.4B | 414.37% | |
| 99 | ITTITT INC | 198,550 | $28.4B | 413.38% | |
| 100 | WSCWILLSCOT HLDGS CORP | 827,945 | $27.7B | 403.56% |
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