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