TimesSquare Capital Management, LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$6.6T
Holdings
148
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (148 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FROGJFROG LTD | 2,495,193 | $155.8B | 2.35% | |
| 2 | EMEEMCOR GROUP INC | 250,641 | $153.3B | 2.31% | |
| 3 | ABGCENCORA INC | 423,026 | $142.9B | 2.15% | |
| 4 | MPWRMONOLITHIC PWR SYS INC | 140,279 | $127.1B | 1.92% | |
| 5 | KRMNKARMAN HLDGS INC | 1,602,008 | $117.2B | 1.77% | |
| 6 | IDXXIDEXX LABS INC | 167,251 | $113.2B | 1.70% | |
| 7 | LSCCLATTICE SEMICONDUCTOR CORP | 1,474,949 | $108.5B | 1.63% | |
| 8 | CYBRCYBERARK SOFTWARE LTD | 241,397 | $107.7B | 1.62% | |
| 9 | TPGTPG INC | 1,684,070 | $107.5B | 1.62% | |
| 10 | ESABESAB CORPORATION | 959,101 | $107.2B | 1.61% | |
| 11 | AXONAXON ENTERPRISE INC | 165,530 | $94.0B | 1.42% | |
| 12 | IBKRINTERACTIVE BROKERS GROUP IN | 1,457,511 | $93.7B | 1.41% | |
| 13 | CRSCARPENTER TECHNOLOGY CORP | 297,460 | $93.7B | 1.41% | |
| 14 | TTANSERVICETITAN INC | 864,582 | $92.1B | 1.39% | |
| 15 | VEEVVEEVA SYS INC | 411,769 | $91.9B | 1.38% | |
| 16 | ARGXARGENX SE | 108,509 | $91.3B | 1.37% | |
| 17 | CWCURTISS WRIGHT CORP | 164,677 | $90.8B | 1.37% | |
| 18 | LNGCHENIERE ENERGY INC | 463,761 | $90.2B | 1.36% | |
| 19 | HUBSHUBSPOT INC | 218,039 | $87.5B | 1.32% | |
| 20 | ORLYOREILLY AUTOMOTIVE INC | 948,115 | $86.5B | 1.30% | |
| 21 | FLUTFLUTTER ENTMT PLC | 399,081 | $85.8B | 1.29% | |
| 22 | IM8NINSMED INC | 490,506 | $85.4B | 1.29% | |
| 23 | NRANRG ENERGY INC | 523,205 | $83.3B | 1.26% | |
| 24 | VRSKVERISK ANALYTICS INC | 365,304 | $81.7B | 1.23% | |
| 25 | BJBJS WHSL CLUB HLDGS INC | 865,901 | $78.0B | 1.17% | |
| 26 | RRXREGAL REXNORD CORPORATION | 555,401 | $77.9B | 1.17% | |
| 27 | PFGCPERFORMANCE FOOD GROUP CO | 853,970 | $76.8B | 1.16% | |
| 28 | ROSTROSS STORES INC | 423,368 | $76.3B | 1.15% | |
| 29 | TSCOTRACTOR SUPPLY CO | 1,509,725 | $75.5B | 1.14% | |
| 30 | DASHDOORDASH INC | 329,443 | $74.6B | 1.12% | |
| 31 | RGENREPLIGEN CORP | 435,687 | $71.4B | 1.08% | |
| 32 | STVNSTEVANATO GROUP S P A | 3,500,321 | $70.4B | 1.06% | |
| 33 | CITCINTAS CORP | 365,994 | $68.8B | 1.04% | |
| 34 | CBRECBRE GROUP INC | 402,562 | $64.7B | 0.98% | |
| 35 | TRGPTARGA RES CORP | 350,223 | $64.6B | 0.97% | |
| 36 | LOARLOAR HOLDINGS INC | 882,280 | $60.0B | 0.90% | |
| 37 | GENIGENIUS SPORTS LIMITED | 5,431,145 | $59.9B | 0.90% | |
| 38 | CWSTCASELLA WASTE SYS INC | 597,810 | $58.5B | 0.88% | |
| 39 | WHWYNDHAM HOTELS & RESORTS INC | 760,561 | $57.5B | 0.87% | |
| 40 | HOODROBINHOOD MKTS INC | 507,601 | $57.4B | 0.86% | |
| 41 | EVREVERCORE INC | 168,674 | $57.4B | 0.86% | |
| 42 | MLMMARTIN MARIETTA MATLS INC | 91,094 | $56.7B | 0.85% | |
| 43 | DTDYNATRACE INC | 1,271,294 | $55.1B | 0.83% | |
| 44 | NTSKNETSKOPE INC | 3,135,851 | $55.0B | 0.83% | |
| 45 | FICOFAIR ISAAC CORP | 32,240 | $54.5B | 0.82% | |
| 46 | CSGPCOSTAR GROUP INC | 809,321 | $54.4B | 0.82% | |
| 47 | TRMBTRIMBLE INC | 690,280 | $54.1B | 0.81% | |
| 48 | PINSPINTEREST INC | 2,025,180 | $52.4B | 0.79% | |
| 49 | TYLTYLER TECHNOLOGIES INC | 111,702 | $50.7B | 0.76% | |
| 50 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 195,119 | $50.0B | 0.75% | |
| 51 | OSONESTREAM INC | 2,668,307 | $49.0B | 0.74% | |
| 52 | AMEAMETEK INC | 236,650 | $48.6B | 0.73% | |
| 53 | GFLGFL ENVIRONMENTAL INC | 1,125,123 | $48.3B | 0.73% | |
| 54 | ESTCELASTIC N V | 639,662 | $48.3B | 0.73% | |
| 55 | FIXCOMFORT SYS USA INC | 51,220 | $47.8B | 0.72% | |
| 56 | IOTSAMSARA INC | 1,320,028 | $46.8B | 0.70% | |
| 57 | NCLHNORWEGIAN CRUISE LINE HLDG L | 2,068,797 | $46.2B | 0.70% | |
| 58 | VCTRVICTORY CAP HLDGS INC | 731,214 | $46.1B | 0.69% | |
| 59 | SNOWSNOWFLAKE INC | 209,653 | $46.0B | 0.69% | |
| 60 | HLNEHAMILTON LANE INC | 328,286 | $44.1B | 0.66% | |
| 61 | APHAMPHENOL CORP NEW | 325,015 | $43.9B | 0.66% | |
| 62 | WKWORKIVA INC | 502,403 | $43.3B | 0.65% | |
| 63 | MTSIMACOM TECH SOLUTIONS HLDGS I | 246,866 | $42.3B | 0.64% | |
| 64 | JHXJAMES HARDIE INDS PLC | 2,003,166 | $41.6B | 0.63% | |
| 65 | RBCRBC BEARINGS INC | 90,579 | $40.6B | 0.61% | |
| 66 | JBTJBT MAREL CORPORATION | 264,986 | $39.9B | 0.60% | |
| 67 | ITTITT INC | 226,700 | $39.3B | 0.59% | |
| 68 | ADUSADDUS HOMECARE CORP | 355,337 | $38.2B | 0.57% | |
| 69 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 264,181 | $38.0B | 0.57% | |
| 70 | ONTOONTO INNOVATION INC | 233,111 | $36.8B | 0.55% | |
| 71 | EHCENCOMPASS HEALTH CORP | 346,288 | $36.8B | 0.55% | |
| 72 | SITMSITIME CORP | 103,423 | $36.5B | 0.55% | |
| 73 | BSYBENTLEY SYS INC | 951,055 | $36.3B | 0.55% | |
| 74 | CHEFCHEFS WHSE INC | 548,853 | $34.2B | 0.52% | |
| 75 | BROBROWN & BROWN INC | 409,702 | $32.7B | 0.49% | |
| 76 | CASYCASEYS GEN STORES INC | 58,531 | $32.4B | 0.49% | |
| 77 | BRZEBRAZE INC | 937,020 | $32.1B | 0.48% | |
| 78 | NSYNICE LTD | 282,632 | $31.9B | 0.48% | |
| 79 | PIPRPIPER SANDLER COMPANIES | 93,893 | $31.9B | 0.48% | |
| 80 | MRVLMARVELL TECHNOLOGY INC | 372,637 | $31.7B | 0.48% | |
| 81 | GRDNGUARDIAN PHARMACY SVCS INC | 1,048,136 | $31.5B | 0.48% | |
| 82 | PRPERMIAN RESOURCES CORP | 2,241,995 | $31.5B | 0.47% | |
| 83 | MIRMMIRUM PHARMACEUTICALS INC | 395,827 | $31.3B | 0.47% | |
| 84 | PRSUPURSUIT ATTRACTIONS AND HOSP | 927,024 | $31.2B | 0.47% | |
| 85 | CWANCLEARWATER ANALYTICS HLDGS I | 1,293,807 | $31.2B | 0.47% | |
| 86 | AITAPPLIED INDL TECHNOLOGIES IN | 120,716 | $31.0B | 0.47% | |
| 87 | WRBYWARBY PARKER INC | 1,353,554 | $29.5B | 0.44% | |
| 88 | BEBLOOM ENERGY CORP | 336,800 | $29.3B | 0.44% | |
| 89 | AMPLAMPLITUDE INC | 2,513,383 | $29.1B | 0.44% | |
| 90 | NAMSNEWAMSTERDAM PHARMA COMPANY | 822,300 | $28.8B | 0.43% | |
| 91 | ROADCONSTRUCTION PARTNERS INC | 265,373 | $28.8B | 0.43% | |
| 92 | FNDFLOOR & DECOR HLDGS INC | 465,225 | $28.3B | 0.43% | |
| 93 | WCNWASTE CONNECTIONS INC | 160,296 | $28.1B | 0.42% | |
| 94 | PCTYPAYLOCITY HLDG CORP | 182,047 | $27.8B | 0.42% | |
| 95 | INTAINTAPP INC | 602,236 | $27.6B | 0.42% | |
| 96 | TARSTARSUS PHARMACEUTICALS INC | 332,446 | $27.2B | 0.41% | |
| 97 | OLLIOLLIES BARGAIN OUTLET HLDGS | 246,235 | $27.0B | 0.41% | |
| 98 | EEEXCELERATE ENERGY INC | 949,723 | $26.6B | 0.40% | |
| 99 | QTWOQ2 HLDGS INC | 368,010 | $26.6B | 0.40% | |
| 100 | VVVVALVOLINE INC | 913,449 | $26.5B | 0.40% |
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