TimesSquare Capital Management, LLC

13F filer · CIK 0001313816

Reported Feb 6, 2026

13F portfolio value$6.8MU.S. long equity reported on 13F

Positions146Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight18.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q4 2025Reported Feb 6, 2026146 positions
FROGJFrog Ltd	$156M	2.35%	2.09%	Not reported	Q3 2020
EMEEMCOR Group, Inc.	$153M	2.31%	0.56%	Not reported	Q2 2013
CORCencora, Inc.	$143M	2.15%	0.22%	Not reported	Q1 2020
MPWRMonolithic Power Systems, Inc.	$127M	1.92%	0.29%	Not reported	Q2 2018
KRMNKarman Holdings Inc.	$117M	1.77%	1.21%	Not reported	Q2 2025
IDXXIdexx Laboratories Inc	$113M	1.70%	0.21%	Not reported	Q2 2022
LSCCLattice Semiconductor Corp	$109M	1.63%	1.08%	Not reported	Q2 2023
TPGTPG Inc.	$108M	1.62%	Not reported	Not reported	Q1 2022
ESABESAB Corp	$107M	1.61%	1.58%	Not reported	Q2 2022
AXONAxon Enterprise, Inc.	$94M	1.42%	0.21%	Not reported	Q3 2019
IBKRInteractive Brokers Group, Inc.	$93.7M	1.41%	0.57%	Not reported	Q3 2021
CRSCarpenter Technology Corp	$93.7M	1.41%	0.60%	Not reported	Q2 2013
TTANServiceTitan, Inc.	$92.1M	1.39%	2.44%	Not reported	Q2 2025
VEEVVeeva Systems Inc	$91.9M	1.38%	0.25%	Not reported	Q2 2022
ARGXArgenx SE	$91.3M	1.37%	0.18%	Not reported	Q1 2018
CWCurtiss Wright Corp	$90.8M	1.37%	0.45%	Not reported	Q3 2024
LNGCheniere Energy, Inc.	$90.2M	1.36%	0.22%	Not reported	Q4 2021
HUBSHubspot Inc	$87.5M	1.32%	0.41%	Not reported	Q1 2020
ORLYO Reilly Automotive Inc	$86.5M	1.30%	0.11%	Not reported	Q2 2013
FLUTFlutter Entertainment plc	$85.8M	1.29%	0.23%	Not reported	Q2 2025
INSMINSMED Inc	$85.4M	1.29%	0.23%	Not reported	Q3 2024
NRGNRG Energy, Inc.	$83.3M	1.26%	0.27%	New	Q4 2025
VRSKVerisk Analytics, Inc.	$81.7M	1.23%	0.26%	Not reported	Q3 2013
BJBJ's Wholesale Club Holdings, Inc.	$78M	1.17%	0.66%	Not reported	Q2 2018
RRXRegal Rexnord Corp	$77.9M	1.17%	0.84%	Not reported	Q2 2013
PFGCPerformance Food Group Co	$76.8M	1.16%	0.55%	Not reported	Q2 2016
ROSTRoss Stores, Inc.	$76.3M	1.15%	0.13%	Not reported	Q3 2013
TSCOTractor Supply Co	$75.5M	1.14%	0.29%	Not reported	Q2 2013
DASHDoorDash, Inc.	$74.6M	1.12%	Not reported	Not reported	Q2 2024
RGENRepligen Corp	$71.4M	1.08%	0.77%	Not reported	Q3 2016
STVNStevanato Group S.p.A.	$70.4M	1.06%	1.16%	Not reported	Q2 2023
CTASCintas Corp	$68.8M	1.04%	0.09%	Not reported	Q1 2018
CBRECbre Group, Inc.	$64.7M	0.98%	0.14%	Not reported	Q3 2015
TRGPTarga Resources Corp.	$64.6M	0.97%	0.16%	Not reported	Q2 2025
LOARLoar Holdings Inc.	$60M	0.90%	0.94%	Not reported	Q2 2024
GENIGenius Sports Ltd	$59.9M	0.90%	54.31%	New	Q4 2025
CWSTCasella Waste Systems Inc	$58.5M	0.88%	Not reported	Not reported	Q1 2019
WHWyndham Hotels & Resorts, Inc.	$57.5M	0.87%	1.01%	Not reported	Q1 2024
HOODRobinhood Markets, Inc.	$57.4M	0.86%	0.22%	Not reported	Q2 2025
EVREvercore Inc.	$57.4M	0.86%	Not reported	Not reported	Q2 2019
MLMMartin Marietta Materials Inc	$56.7M	0.85%	0.15%	Not reported	Q4 2015
DTDynatrace, Inc.	$55.1M	0.83%	0.42%	Not reported	Q2 2025
NTSKNetskope Inc	$55M	0.83%	Not reported	New	Q4 2025
FICOFair Isaac Corp	$54.5M	0.82%	0.14%	Not reported	Q4 2015
CSGPCostar Group, Inc.	$54.4M	0.82%	0.19%	Not reported	Q2 2013
TRMBTrimble Inc.	$54.1M	0.81%	0.29%	Not reported	Q2 2013
PINSPinterest, Inc.	$52.4M	0.79%	1.59%	Not reported	Q2 2019
TYLTyler Technologies Inc	$50.7M	0.76%	0.23%	Not reported	Q2 2013
TTWOTake Two Interactive Software Inc	$50M	0.75%	0.11%	Not reported	Q2 2022
AMEAmetek Inc/	$48.6M	0.73%	0.10%	Not reported	Q2 2013

Q2 2025Reported Aug 8, 2025142 positions
EMEEMCOR Group, Inc.	$150M	2.16%	0.63%	Not reported	Q2 2013
FROGJFrog Ltd	$149M	2.15%	2.92%	Not reported	Q3 2020
CORCencora, Inc.	$140M	2.01%	0.24%	Not reported	Q1 2020
HUBSHubspot Inc	$133M	1.92%	0.45%	Not reported	Q1 2020
VEEVVeeva Systems Inc	$130M	1.88%	0.28%	Not reported	Q2 2022
BJBJ's Wholesale Club Holdings, Inc.	$126M	1.82%	0.89%	Not reported	Q2 2018
LNGCheniere Energy, Inc.	$125M	1.80%	0.23%	Not reported	Q4 2021
RRXRegal Rexnord Corp	$123M	1.78%	1.28%	Not reported	Q2 2013
VRSKVerisk Analytics, Inc.	$119M	1.71%	0.27%	Not reported	Q3 2013
MPWRMonolithic Power Systems, Inc.	$108M	1.56%	0.31%	Not reported	Q2 2018
IDXXIdexx Laboratories Inc	$108M	1.56%	0.25%	Not reported	Q2 2022
AXONAxon Enterprise, Inc.	$107M	1.54%	0.16%	Not reported	Q3 2019
TPGTPG Inc.	$98.1M	1.41%	Not reported	Not reported	Q1 2022
HOODRobinhood Markets, Inc.	$96.6M	1.39%	0.44%	New	Q2 2025
ORLYO Reilly Automotive Inc	$94.1M	1.36%	0.12%	Not reported	Q2 2013
TTANServiceTitan, Inc.	$91.2M	1.31%	2.40%	New	Q2 2025
APPAppLovin Corp	$90.9M	1.31%	0.08%	New	Q2 2025
CTASCintas Corp	$90.9M	1.31%	0.10%	Not reported	Q1 2018
DASHDoorDash, Inc.	$90.1M	1.30%	Not reported	Not reported	Q2 2024
ESABESAB Corp	$90.1M	1.30%	1.23%	Not reported	Q2 2022
ITGartner Inc	$89.7M	1.29%	0.29%	Not reported	Q2 2013
IBKRInteractive Brokers Group, Inc.	$88.1M	1.27%	0.62%	Not reported	Q3 2021
CWCurtiss Wright Corp	$88M	1.27%	0.48%	Not reported	Q3 2024
INSMINSMED Inc	$87.9M	1.27%	0.41%	Not reported	Q3 2024
STVNStevanato Group S.p.A.	$81.2M	1.17%	1.10%	Not reported	Q2 2023
PINSPinterest, Inc.	$79.3M	1.14%	1.74%	Not reported	Q2 2019
LSCCLattice Semiconductor Corp	$77.8M	1.12%	1.16%	Not reported	Q2 2023
DTDynatrace, Inc.	$76.4M	1.10%	0.46%	New	Q2 2025
ARGXArgenx SE	$73.6M	1.06%	0.22%	Not reported	Q1 2018
TSCOTractor Supply Co	$71.8M	1.04%	0.26%	Not reported	Q2 2013
ALLAllstate Corp	$71.7M	1.03%	0.13%	Not reported	Q3 2024
WHWyndham Hotels & Resorts, Inc.	$70.2M	1.01%	1.12%	Not reported	Q1 2024
LOARLoar Holdings Inc.	$66.9M	0.97%	0.83%	Not reported	Q2 2024
ROSTRoss Stores, Inc.	$66.6M	0.96%	0.16%	Not reported	Q3 2013
HXLHexcel Corp	$65.6M	0.95%	1.44%	Not reported	Q3 2014
CSGPCostar Group, Inc.	$65.1M	0.94%	0.19%	Not reported	Q2 2013
INSPInspire Medical Systems, Inc.	$64.8M	0.93%	1.69%	Not reported	Q2 2018
TYLTyler Technologies Inc	$64.3M	0.93%	0.23%	Not reported	Q2 2013
PFGCPerformance Food Group Co	$60.4M	0.87%	0.45%	Not reported	Q2 2016
MLMMartin Marietta Materials Inc	$59M	0.85%	0.18%	Not reported	Q4 2015
CWSTCasella Waste Systems Inc	$57.8M	0.83%	Not reported	Not reported	Q1 2019
TRMBTrimble Inc.	$57.6M	0.83%	0.32%	Not reported	Q2 2013
WCNWaste Connections, Inc.	$57.5M	0.83%	0.12%	Not reported	Q1 2017
BSYBentley Systems Inc	$57.2M	0.82%	Not reported	Not reported	Q3 2020
IOTSamsara Inc.	$56.9M	0.82%	Not reported	Not reported	Q4 2021
TRGPTarga Resources Corp.	$54.9M	0.79%	0.15%	New	Q2 2025
ESTCElastic N.V.	$53.7M	0.77%	0.60%	Not reported	Q1 2019
POOLPool Corp	$53.1M	0.77%	0.49%	Not reported	Q2 2013
NICENICE Ltd.	$52.4M	0.76%	0.49%	Not reported	Q2 2013
GFLGFL Environmental Inc.	$51.9M	0.75%	Not reported	Not reported	Q3 2020

Q3 2024Reported Nov 4, 2024150 positions
CTASCintas Corp	$124M	1.85%	0.15%	-18.4%	Q1 2018
BJBJ's Wholesale Club Holdings, Inc.	$121M	1.82%	1.11%	+14.4%	Q2 2018
CORCencora, Inc.	$119M	1.78%	0.27%	+5.7%	Q1 2020
EMEEMCOR Group, Inc.	$114M	1.71%	0.58%	+3.8%	Q2 2013
ITGartner Inc	$114M	1.70%	0.29%	-5.7%	Q2 2013
VRSKVerisk Analytics, Inc.	$112M	1.68%	0.30%	-1.1%	Q3 2013
HUBSHubspot Inc	$110M	1.65%	0.40%	+49.5%	Q1 2020
RRXRegal Rexnord Corp	$108M	1.62%	0.98%	+0.8%	Q2 2013
ORLYO Reilly Automotive Inc	$106M	1.58%	0.16%	-11.5%	Q2 2013
SMARSmartsheet Inc.	$104M	1.56%	1.35%	-10.3%	Q1 2019
WCNWaste Connections, Inc.	$103M	1.55%	0.22%	-3.4%	Q1 2017
MPWRMonolithic Power Systems, Inc.	$103M	1.54%	0.23%	-0.8%	Q2 2018
APHAmphenol Corp	$103M	1.54%	0.13%	+0.8%	Q3 2015
TPGTPG Inc.	$103M	1.54%	Not reported	-1.2%	Q1 2022
CHEChemed Corp	$100M	1.50%	1.12%	+7.5%	Q1 2019
VEEVVeeva Systems Inc	$97.8M	1.47%	0.29%	-1.2%	Q2 2022
LNGCheniere Energy, Inc.	$94M	1.41%	0.23%	-1.2%	Q4 2021
ROSTRoss Stores, Inc.	$91.5M	1.37%	0.18%	-1.4%	Q3 2013
FROGJFrog Ltd	$88.1M	1.32%	2.72%	+114.1%	Q3 2020
TERTeradyne, Inc	$86.7M	1.30%	0.40%	+4.1%	Q1 2023
RNRRenaissancere Holdings Ltd	$77.8M	1.17%	0.55%	-22.6%	Q2 2013
ALLAllstate Corp	$77.8M	1.17%	0.15%	New	Q3 2024
CRWDCrowdStrike Holdings, Inc.	$77.5M	1.16%	0.57%	-28.2%	Q1 2020
ASNDAscendis Pharma A/S	$74.8M	1.12%	0.87%	-16.0%	Q2 2020
IDXXIdexx Laboratories Inc	$74.1M	1.11%	0.18%	-1.3%	Q2 2022
EFXEquifax Inc	$72.8M	1.09%	0.20%	-1.2%	Q2 2013
TSCOTractor Supply Co	$72.1M	1.08%	0.05%	+48.9%	Q2 2013
TYLTyler Technologies Inc	$65.7M	0.98%	0.23%	-7.4%	Q2 2013
PPLIPeople Inc	$65M	0.97%	Not reported	-0.5%	Q2 2021
DASHDoorDash, Inc.	$63.9M	0.96%	Not reported	+6.2%	Q2 2024
VERXVertex, Inc.	$63.7M	0.95%	6.28%	-5.6%	Q3 2020
PINSPinterest, Inc.	$63.6M	0.95%	1.54%	+16.2%	Q2 2019
MRVLMarvell Technology, Inc.	$63.5M	0.95%	0.10%	+21.1%	Q1 2017
MCHPMicrochip Technology Inc	$62.1M	0.93%	0.14%	-1.3%	Q3 2017
AMEAmetek Inc/	$60.4M	0.90%	0.15%	-1.3%	Q2 2013
ARGXArgenx SE	$59.4M	0.89%	0.19%	+8.8%	Q1 2018
BSYBentley Systems Inc	$59M	0.88%	Not reported	+3.5%	Q3 2020
MLMMartin Marietta Materials Inc	$58.2M	0.87%	0.18%	-1.0%	Q4 2015
WEXWEX Inc.	$58M	0.87%	0.69%	-3.8%	Q2 2013
NICENICE Ltd.	$57.7M	0.86%	0.53%	-1.2%	Q2 2013
CWSTCasella Waste Systems Inc	$56.8M	0.85%	Not reported	-6.6%	Q1 2019
LEGNLegend Biotech Corp	$56.5M	0.85%	0.32%	-1.2%	Q2 2020
CUBECubeSmart	$56.3M	0.84%	0.46%	-1.3%	Q3 2016
CSGPCostar Group, Inc.	$55.4M	0.83%	0.18%	+6.4%	Q2 2013
BCBrunswick Corp	$55.3M	0.83%	1.00%	-0.9%	Q4 2014
WSOWatsco Inc	$54.6M	0.82%	Not reported	-9.7%	Q2 2013
PRPermian Resources Corp	$53.6M	0.80%	0.49%	+25.1%	Q1 2024
EHCEncompass Health Corp	$53.5M	0.80%	0.55%	-11.7%	Q1 2018
IBKRInteractive Brokers Group, Inc.	$49.3M	0.74%	0.55%	-14.9%	Q3 2021
SAIASaia Inc	$49.1M	0.74%	0.42%	-0.8%	Q1 2015

Q2 2024Reported Aug 8, 2024154 positions
CRWDCrowdStrike Holdings, Inc.	$148M	2.32%	0.80%	-4.8%	Q1 2020
CTASCintas Corp	$129M	2.03%	0.18%	-8.2%	Q1 2018
VRSKVerisk Analytics, Inc.	$114M	1.80%	0.30%	+6.1%	Q3 2013
BJBJ's Wholesale Club Holdings, Inc.	$113M	1.78%	0.97%	-6.6%	Q2 2018
CORCencora, Inc.	$113M	1.77%	0.25%	+0.8%	Q1 2020
ORLYO Reilly Automotive Inc	$109M	1.72%	0.18%	+1.2%	Q2 2013
ITGartner Inc	$107M	1.68%	0.31%	+3.1%	Q2 2013
APHAmphenol Corp	$105M	1.66%	0.13%	-2.5%	Q3 2015
WCNWaste Connections, Inc.	$105M	1.65%	0.23%	-1.3%	Q1 2017
EMEEMCOR Group, Inc.	$93.4M	1.47%	0.55%	-20.5%	Q2 2013
LNGCheniere Energy, Inc.	$92.5M	1.45%	0.23%	-1.4%	Q4 2021
SMARSmartsheet Inc.	$92.4M	1.45%	1.52%	+6.1%	Q1 2019
MPWRMonolithic Power Systems, Inc.	$92.4M	1.45%	0.23%	+11.5%	Q2 2018
TERTeradyne, Inc	$92.2M	1.45%	0.38%	-11.0%	Q1 2023
ROSTRoss Stores, Inc.	$89.6M	1.41%	0.18%	-1.8%	Q3 2013
RRXRegal Rexnord Corp	$87.4M	1.37%	0.97%	+38.5%	Q2 2013
VEEVVeeva Systems Inc	$86.4M	1.36%	0.29%	-1.0%	Q2 2022
CHEChemed Corp	$84.4M	1.33%	1.03%	-7.9%	Q1 2019
RNRRenaissancere Holdings Ltd	$82.5M	1.30%	0.70%	-14.4%	Q2 2013
HUBSHubspot Inc	$82M	1.29%	0.27%	-1.5%	Q1 2020
ASNDAscendis Pharma A/S	$81.3M	1.28%	1.03%	+3.6%	Q2 2020
DXCMDexcom Inc	$79.9M	1.26%	0.18%	-1.4%	Q1 2019
TPGTPG Inc.	$74.8M	1.18%	Not reported	-3.4%	Q1 2022
PINSPinterest, Inc.	$74.5M	1.17%	1.33%	-6.8%	Q2 2019
IDXXIdexx Laboratories Inc	$72.4M	1.14%	0.18%	-1.1%	Q2 2022
MCHPMicrochip Technology Inc	$71.7M	1.13%	0.15%	-1.7%	Q3 2017
VERXVertex, Inc.	$63.2M	0.99%	6.65%	+26.5%	Q3 2020
TYLTyler Technologies Inc	$61.1M	0.96%	0.25%	-1.6%	Q2 2013
EFXEquifax Inc	$60.8M	0.96%	0.20%	+12.5%	Q2 2013
CWSTCasella Waste Systems Inc	$60.6M	0.95%	Not reported	+1.7%	Q1 2019
AMEAmetek Inc/	$59.4M	0.93%	0.15%	-1.8%	Q2 2013
MLMMartin Marietta Materials Inc	$59.1M	0.93%	0.18%	-1.2%	Q4 2015
ICLRIcon PLC	$58.2M	0.91%	0.22%	-1.8%	Q2 2021
PANWPalo Alto Networks Inc	$58.1M	0.91%	0.05%	-9.6%	Q4 2021
NICENICE Ltd.	$57.8M	0.91%	0.53%	-3.1%	Q2 2013
ESTCElastic N.V.	$57M	0.90%	0.49%	-3.1%	Q1 2019
PPLIPeople Inc	$56.9M	0.89%	Not reported	-1.6%	Q2 2021
WSOWatsco Inc	$56.9M	0.89%	Not reported	-7.0%	Q2 2013
BSYBentley Systems Inc	$55.4M	0.87%	Not reported	-14.8%	Q3 2020
EHCEncompass Health Corp	$53.8M	0.85%	0.62%	-4.3%	Q1 2018
SAIASaia Inc	$53.7M	0.84%	0.43%	+42.4%	Q1 2015
CSLCarlisle Companies Inc	$53.5M	0.84%	0.28%	-29.7%	Q2 2017
FROGJFrog Ltd	$53.2M	0.84%	1.29%	-2.8%	Q3 2020
LEGNLegend Biotech Corp	$52M	0.82%	0.32%	+1.3%	Q2 2020
CSGPCostar Group, Inc.	$51.2M	0.80%	0.17%	-1.4%	Q2 2013
IBKRInteractive Brokers Group, Inc.	$51M	0.80%	0.65%	-1.8%	Q3 2021
WEXWEX Inc.	$50.9M	0.80%	0.69%	+9.5%	Q2 2013
PRPermian Resources Corp	$50.9M	0.80%	0.41%	+36.8%	Q1 2024
MRVLMarvell Technology, Inc.	$50.8M	0.80%	0.08%	+9.6%	Q1 2017
BCBrunswick Corp	$48.5M	0.76%	1.00%	-3.6%	Q4 2014

Premium opens every quarter this fund has filed