Timessquare Capital Management, LLC Top Holdings and 13F Report (2025) About Timessquare Capital Management, LLCInvestment ActivityTimessquare Capital Management, LLC has $6.93 billion in total holdings as of June 30, 2025.Timessquare Capital Management, LLC owns shares of 145 different stocks, but just 77 companies or ETFs make up 80% of its holdings.Approximately 9.96% of the portfolio was purchased this quarter.About 8.62% of the portfolio was sold this quarter.This quarter, Timessquare Capital Management, LLC has purchased 142 new stocks and bought additional shares in 65 stocks.Timessquare Capital Management, LLC sold shares of 67 stocks and completely divested from 10 stocks this quarter.Largest Holdings EMCOR Group $150,027,017JFrog $149,248,693Cencora $139,698,016HubSpot $133,367,435Veeva Systems $130,385,249 Largest New Holdings this Quarter 142339100 - Carlisle Companies $46,017,816 Holding29977A105 - Evercore $28,446,607 HoldingG3643J108 - FLUTTER ENTMT PLC $27,473,538 Holding464287648 - iShares Russell 2000 Growth ETF $24,298,100 Holding681116109 - Ollie's Bargain Outlet $23,588,620 Holding Largest Purchases this Quarter O'Reilly Automotive 975,402 shares (about $87.91M)Interactive Brokers Group 1,198,025 shares (about $66.38M)Carlisle Companies 123,240 shares (about $46.02M)Evercore 105,350 shares (about $28.45M)FLUTTER ENTMT PLC 96,142 shares (about $27.47M) Largest Sales this Quarter CyberArk Software 151,751 shares (about $61.74M)CrowdStrike 103,607 shares (about $52.77M)Robinhood Markets 424,542 shares (about $39.75M)Amphenol 324,856 shares (about $32.08M)APPLOVIN CORP 61,714 shares (about $21.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTimessquare Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEMEEMCOR Group$150,027,017$1,781,184 ▼-1.2%280,4822.2%ConstructionFROGJFrog$149,248,693$9,724,642 ▼-6.1%3,401,2922.2%Computer and TechnologyCORCencora$139,698,016$121,439 ▼-0.1%465,8932.0%MedicalHUBSHubSpot$133,367,435$11,988,697 ▲9.9%239,5981.9%Computer and TechnologyVEEVVeeva Systems$130,385,249$2,250,564 ▲1.8%452,7581.9%MedicalBJBJ's Wholesale Club$126,279,713$21,808,618 ▲20.9%1,171,1001.8%Consumer StaplesCHENIERE ENERGY INC$124,847,834$2,112,536 ▲1.7%512,6801.8%COM NEWCYBRCyberArk Software$124,280,682$61,744,447 ▼-33.2%305,4481.8%Computer and TechnologyRRXRegal Rexnord$123,478,233$2,839,766 ▼-2.2%851,8091.8%IndustrialsVRSKVerisk Analytics$118,807,658$6,230,000 ▼-5.0%381,4051.7%Business ServicesMPWRMonolithic Power Systems$108,176,222$1,905,245 ▲1.8%147,9071.6%Computer and TechnologyIDXXIDEXX Laboratories$107,952,370$1,893,280 ▲1.8%201,2761.6%MedicalAXONAxon Enterprise$106,567,469$5,351,804 ▲5.3%128,7141.5%AerospaceTPGTPG$98,113,809$1,309,676 ▲1.4%1,870,6161.4%FinanceHOODRobinhood Markets$96,556,218$39,749,867 ▼-29.2%1,031,2531.4%FinanceORLYO'Reilly Automotive$94,092,115$87,912,982 ▲1,422.7%1,043,9601.4%Retail/WholesaleSERVICETITAN INC$91,151,553$20,842,330 ▼-18.6%850,4531.3%SHS CL AAPPLOVIN CORP$90,902,123$21,604,837 ▼-19.2%259,6611.3%COM CL ACTASCintas$90,887,055$561,410 ▼-0.6%407,8031.3%Business ServicesDOORDASH INC$90,113,703$1,661,477 ▲1.9%365,5581.3%CL AESABESAB$90,055,190$5,113,008 ▼-5.4%747,0361.3%IndustrialsITGartner$89,689,950$1,647,196 ▲1.9%221,8841.3%Business ServicesIBKRInteractive Brokers Group$88,117,138$66,382,565 ▲305.4%1,590,2751.3%FinanceCWCurtiss-Wright$88,020,588$9,206,725 ▼-9.5%180,1671.3%AerospaceINSMInsmed$87,908,134$19,187,720 ▼-17.9%873,4911.3%MedicalSTVNStevanato Group$81,242,918$816,622 ▼-1.0%3,325,5391.2%MedicalPINSPinterest$79,328,596$983,819 ▲1.3%2,212,1751.1%Computer and TechnologyLSCCLattice Semiconductor$77,761,876$1,383,772 ▲1.8%1,587,3011.1%Computer and TechnologyDTDynatrace$76,391,537$1,175,421 ▲1.6%1,383,6541.1%Computer and TechnologyONESTREAM INC$75,469,053$930,900 ▼-1.2%2,666,7511.1%CL AARGXargenex$73,631,968$4,566,858 ▲6.6%133,5801.1%MedicalTSCOTractor Supply$71,809,152$7,251,653 ▲11.2%1,360,7951.0%Retail/WholesaleALLAllstate$71,717,291$3,029,715 ▼-4.1%356,2531.0%FinanceWHWyndham Hotels & Resorts$70,189,235$18,611,139 ▲36.1%864,2931.0%Consumer DiscretionaryLOAR HOLDINGS INC$66,930,738$18,679,416 ▼-21.8%776,7291.0%COM SHSROSTRoss Stores$66,577,878$7,356,263 ▼-9.9%521,8521.0%Retail/WholesaleHXLHexcel$65,565,966$328,998 ▼-0.5%1,160,6650.9%AerospaceCSGPCoStar Group$65,139,758$4,607,644 ▲7.6%810,1960.9%Computer and TechnologyINSPInspire Medical Systems$64,781,054$2,982,374 ▲4.8%499,1990.9%MedicalTYLTyler Technologies$64,321,361$1,164,931 ▲1.8%108,4970.9%Computer and TechnologyPFGCPerformance Food Group$60,365,234$290,838 ▼-0.5%690,1250.9%Retail/WholesaleMLMMartin Marietta Materials$58,983,007$2,462,086 ▼-4.0%107,4450.9%ConstructionCWSTCasella Waste Systems$57,808,726$5,340,940 ▲10.2%501,0290.8%Business ServicesTRMBTrimble$57,597,019$772,717 ▲1.4%758,0550.8%IndustrialsWCNWaste Connections$57,521,337$3,746,724 ▼-6.1%308,0620.8%Business ServicesBSYBentley Systems$57,180,675$2,087,883 ▼-3.5%1,059,4900.8%Computer and TechnologyIOTSamsara$56,941,450$22,836,823 ▲67.0%1,431,4090.8%Computer and TechnologyTRGPTarga Resources$54,897,869$6,968,422 ▲14.5%315,3600.8%EnergyESTCElastic$53,711,464$10,363,314 ▲23.9%636,9200.8%Computer and TechnologyPOOLPool$53,100,369$2,610,786 ▲5.2%182,1750.8%Consumer DiscretionaryNICENice$52,359,566$610,272 ▼-1.2%309,9850.8%Computer and TechnologyGFLGFL Environmental$51,928,184$756,749 ▲1.5%1,029,0960.7%Business ServicesBROBrown & Brown$49,840,722$10,042,605 ▲25.2%449,5420.7%FinanceRPMRPM International$49,822,216$2,471,730 ▲5.2%453,5890.7%Basic MaterialsVCTRVictory Capital$49,552,642$1,415,766 ▼-2.8%778,2730.7%FinanceMRVLMarvell Technology$48,312,693$6,262,047 ▲14.9%624,1950.7%Computer and TechnologyTTWOTake-Two Interactive Software$47,472,075$811,119 ▲1.7%195,4790.7%Consumer DiscretionaryAMEAMETEK$47,038,200$3,487,099 ▲8.0%259,9370.7%Computer and TechnologyVRNAVerona Pharma PLC American Depositary Share$46,684,972$278,822 ▼-0.6%493,6030.7%MedicalCSLCarlisle Companies$46,017,816$46,017,816 ▲New Holding123,2400.7%Multi-Sector ConglomeratesADUSAddus HomeCare$45,390,274$5,552,964 ▲13.9%394,0470.7%MedicalPERMIAN RESOURCES CORP$44,768,000$6,389,142 ▼-12.5%3,286,9310.6%CLASS A COMSAFTSafety Insurance Group$43,877,265$1,755,710 ▼-3.8%552,6800.6%FinanceRNRRenaissanceRe$43,729,773$1,800,861 ▼-4.0%180,0320.6%FinanceFICOFair Isaac$42,891,253$4,204,308 ▲10.9%23,4640.6%Computer and TechnologyAPHAmphenol$42,519,973$32,079,530 ▼-43.0%430,5820.6%Computer and TechnologyHLNEHamilton Lane$42,116,978$1,874,989 ▼-4.3%296,3480.6%FinanceEHCEncompass Health$41,481,927$7,280,788 ▼-14.9%338,2690.6%MedicalJBTJohn Bean Technologies$40,689,370$24,250,309 ▲147.5%338,3450.6%IndustrialsAZEKAZEK$40,605,755$2,941,042 ▼-6.8%747,1160.6%ConstructionCRWDCrowdStrike$39,804,104$52,768,081 ▼-57.0%78,1530.6%Computer and TechnologyFNDFloor & Decor$38,636,446$678,703 ▲1.8%508,6420.6%Retail/WholesaleACVAACV Auctions$38,103,992$2,985,453 ▼-7.3%2,349,1980.5%Retail/WholesaleVERXVertex$37,731,596$107,842 ▲0.3%1,067,8250.5%Computer and TechnologyTTEKTetra Tech$37,678,744$4,582,311 ▼-10.8%1,047,7960.5%IndustrialsPCTYPaylocity$36,535,514$667,685 ▲1.9%201,6420.5%Computer and TechnologyITTITT$34,267,355$5,051,808 ▲17.3%218,5000.5%Multi-Sector ConglomeratesQTWOQ2$34,008,173$874,037 ▲2.6%363,3740.5%Computer and TechnologyVVVValvoline$33,864,982$8,877,750 ▲35.5%894,2430.5%Retail/WholesaleSAIASaia$33,239,097$1,346,661 ▲4.2%121,3150.5%TransportationFIXComfort Systems USA$33,089,519$9,026,559 ▼-21.4%61,7100.5%ConstructionWSOWatsco$33,057,465$5,202,284 ▲18.7%74,8550.5%ConstructionCRDOCredo Technology Group$32,684,270$6,842,401 ▼-17.3%353,0000.5%Computer and TechnologyPARPAR Technology$32,251,084$762,307 ▲2.4%464,9140.5%Business ServicesEFXEquifax$32,231,391$6,799,385 ▼-17.4%124,2680.5%Business ServicesKTOSKratos Defense & Security Solutions$32,073,307$1,168,171 ▼-3.5%690,4910.5%AerospaceVCELVericel$31,631,202$3,868,816 ▲13.9%743,3890.5%MedicalWKWorkiva$31,458,662$907,989 ▼-2.8%459,5860.5%Computer and TechnologyRGENRepligen$29,879,932$527,869 ▲1.8%240,2310.4%MedicalCWANClearwater Analytics$29,831,730$5,653,905 ▲23.4%1,360,3160.4%Computer and TechnologyEVREvercore$28,446,607$28,446,607 ▲New Holding105,3500.4%FinanceCHEFChefs' Warehouse$28,132,361$6,983,430 ▲33.0%440,8770.4%Consumer StaplesMYRGMYR Group$27,997,735$2,532,498 ▼-8.3%154,3000.4%UtilitiesFLUTTER ENTMT PLC$27,473,538$27,473,538 ▲New Holding96,1420.4%SHSRBCRBC Bearings$27,127,630$2,355,361 ▼-8.0%70,4980.4%IndustrialsINTAIntapp$26,493,965$5,945,540 ▲28.9%513,2500.4%Computer and TechnologyROADConstruction Partners$26,456,812$8,709,115 ▼-24.8%248,9350.4%ConstructionBOOTBoot Barn$26,335,520$16,115,648 ▼-38.0%173,2600.4%Retail/WholesaleMTSIMACOM Technology Solutions$25,880,897$4,743,329 ▼-15.5%180,6190.4%Computer and TechnologyPAYPaymentus$25,597,695$3,471,402 ▲15.7%781,6090.4%Business ServicesShowing largest 100 holdings. 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