Timessquare Capital Management, LLC Top Holdings and 13F Report (2025)

About Timessquare Capital Management, LLC

Investment Activity

Timessquare 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: $150,027,017
JFrog: $149,248,693
Cencora: $139,698,016
HubSpot: $133,367,435
Veeva Systems: $130,385,249

Largest New Holdings this Quarter

142339100 - Carlisle Companies: $46,017,816 Holding
29977A105 - Evercore: $28,446,607 Holding
G3643J108 - FLUTTER ENTMT PLC: $27,473,538 Holding
464287648 - iShares Russell 2000 Growth ETF: $24,298,100 Holding
681116109 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
EME EMCOR Group	$150,027,017	$1,781,184 ▼	-1.2%	280,482	2.2%	Construction
FROG JFrog	$149,248,693	$9,724,642 ▼	-6.1%	3,401,292	2.2%	Computer and Technology
COR Cencora	$139,698,016	$121,439 ▼	-0.1%	465,893	2.0%	Medical
HUBS HubSpot	$133,367,435	$11,988,697 ▲	9.9%	239,598	1.9%	Computer and Technology
VEEV Veeva Systems	$130,385,249	$2,250,564 ▲	1.8%	452,758	1.9%	Medical
BJ BJ's Wholesale Club	$126,279,713	$21,808,618 ▲	20.9%	1,171,100	1.8%	Consumer Staples
CHENIERE ENERGY INC	$124,847,834	$2,112,536 ▲	1.7%	512,680	1.8%	COM NEW
CYBR CyberArk Software	$124,280,682	$61,744,447 ▼	-33.2%	305,448	1.8%	Computer and Technology
RRX Regal Rexnord	$123,478,233	$2,839,766 ▼	-2.2%	851,809	1.8%	Industrials
VRSK Verisk Analytics	$118,807,658	$6,230,000 ▼	-5.0%	381,405	1.7%	Business Services
MPWR Monolithic Power Systems	$108,176,222	$1,905,245 ▲	1.8%	147,907	1.6%	Computer and Technology
IDXX IDEXX Laboratories	$107,952,370	$1,893,280 ▲	1.8%	201,276	1.6%	Medical
AXON Axon Enterprise	$106,567,469	$5,351,804 ▲	5.3%	128,714	1.5%	Aerospace
TPG TPG	$98,113,809	$1,309,676 ▲	1.4%	1,870,616	1.4%	Finance
HOOD Robinhood Markets	$96,556,218	$39,749,867 ▼	-29.2%	1,031,253	1.4%	Finance
ORLY O'Reilly Automotive	$94,092,115	$87,912,982 ▲	1,422.7%	1,043,960	1.4%	Retail/Wholesale
SERVICETITAN INC	$91,151,553	$20,842,330 ▼	-18.6%	850,453	1.3%	SHS CL A
APPLOVIN CORP	$90,902,123	$21,604,837 ▼	-19.2%	259,661	1.3%	COM CL A
CTAS Cintas	$90,887,055	$561,410 ▼	-0.6%	407,803	1.3%	Business Services
DOORDASH INC	$90,113,703	$1,661,477 ▲	1.9%	365,558	1.3%	CL A
ESAB ESAB	$90,055,190	$5,113,008 ▼	-5.4%	747,036	1.3%	Industrials
IT Gartner	$89,689,950	$1,647,196 ▲	1.9%	221,884	1.3%	Business Services
IBKR Interactive Brokers Group	$88,117,138	$66,382,565 ▲	305.4%	1,590,275	1.3%	Finance
CW Curtiss-Wright	$88,020,588	$9,206,725 ▼	-9.5%	180,167	1.3%	Aerospace
INSM Insmed	$87,908,134	$19,187,720 ▼	-17.9%	873,491	1.3%	Medical
STVN Stevanato Group	$81,242,918	$816,622 ▼	-1.0%	3,325,539	1.2%	Medical
PINS Pinterest	$79,328,596	$983,819 ▲	1.3%	2,212,175	1.1%	Computer and Technology
LSCC Lattice Semiconductor	$77,761,876	$1,383,772 ▲	1.8%	1,587,301	1.1%	Computer and Technology
DT Dynatrace	$76,391,537	$1,175,421 ▲	1.6%	1,383,654	1.1%	Computer and Technology
ONESTREAM INC	$75,469,053	$930,900 ▼	-1.2%	2,666,751	1.1%	CL A
ARGX argenex	$73,631,968	$4,566,858 ▲	6.6%	133,580	1.1%	Medical
TSCO Tractor Supply	$71,809,152	$7,251,653 ▲	11.2%	1,360,795	1.0%	Retail/Wholesale
ALL Allstate	$71,717,291	$3,029,715 ▼	-4.1%	356,253	1.0%	Finance
WH Wyndham Hotels & Resorts	$70,189,235	$18,611,139 ▲	36.1%	864,293	1.0%	Consumer Discretionary
LOAR HOLDINGS INC	$66,930,738	$18,679,416 ▼	-21.8%	776,729	1.0%	COM SHS
ROST Ross Stores	$66,577,878	$7,356,263 ▼	-9.9%	521,852	1.0%	Retail/Wholesale
HXL Hexcel	$65,565,966	$328,998 ▼	-0.5%	1,160,665	0.9%	Aerospace
CSGP CoStar Group	$65,139,758	$4,607,644 ▲	7.6%	810,196	0.9%	Computer and Technology
INSP Inspire Medical Systems	$64,781,054	$2,982,374 ▲	4.8%	499,199	0.9%	Medical
TYL Tyler Technologies	$64,321,361	$1,164,931 ▲	1.8%	108,497	0.9%	Computer and Technology
PFGC Performance Food Group	$60,365,234	$290,838 ▼	-0.5%	690,125	0.9%	Retail/Wholesale
MLM Martin Marietta Materials	$58,983,007	$2,462,086 ▼	-4.0%	107,445	0.9%	Construction
CWST Casella Waste Systems	$57,808,726	$5,340,940 ▲	10.2%	501,029	0.8%	Business Services
TRMB Trimble	$57,597,019	$772,717 ▲	1.4%	758,055	0.8%	Industrials
WCN Waste Connections	$57,521,337	$3,746,724 ▼	-6.1%	308,062	0.8%	Business Services
BSY Bentley Systems	$57,180,675	$2,087,883 ▼	-3.5%	1,059,490	0.8%	Computer and Technology
IOT Samsara	$56,941,450	$22,836,823 ▲	67.0%	1,431,409	0.8%	Computer and Technology
TRGP Targa Resources	$54,897,869	$6,968,422 ▲	14.5%	315,360	0.8%	Energy
ESTC Elastic	$53,711,464	$10,363,314 ▲	23.9%	636,920	0.8%	Computer and Technology
POOL Pool	$53,100,369	$2,610,786 ▲	5.2%	182,175	0.8%	Consumer Discretionary
NICE Nice	$52,359,566	$610,272 ▼	-1.2%	309,985	0.8%	Computer and Technology
GFL GFL Environmental	$51,928,184	$756,749 ▲	1.5%	1,029,096	0.7%	Business Services
BRO Brown & Brown	$49,840,722	$10,042,605 ▲	25.2%	449,542	0.7%	Finance
RPM RPM International	$49,822,216	$2,471,730 ▲	5.2%	453,589	0.7%	Basic Materials
VCTR Victory Capital	$49,552,642	$1,415,766 ▼	-2.8%	778,273	0.7%	Finance
MRVL Marvell Technology	$48,312,693	$6,262,047 ▲	14.9%	624,195	0.7%	Computer and Technology
TTWO Take-Two Interactive Software	$47,472,075	$811,119 ▲	1.7%	195,479	0.7%	Consumer Discretionary
AME AMETEK	$47,038,200	$3,487,099 ▲	8.0%	259,937	0.7%	Computer and Technology
VRNA Verona Pharma PLC American Depositary Share	$46,684,972	$278,822 ▼	-0.6%	493,603	0.7%	Medical
CSL Carlisle Companies	$46,017,816	$46,017,816 ▲	New Holding	123,240	0.7%	Multi-Sector Conglomerates
ADUS Addus HomeCare	$45,390,274	$5,552,964 ▲	13.9%	394,047	0.7%	Medical
PERMIAN RESOURCES CORP	$44,768,000	$6,389,142 ▼	-12.5%	3,286,931	0.6%	CLASS A COM
SAFT Safety Insurance Group	$43,877,265	$1,755,710 ▼	-3.8%	552,680	0.6%	Finance
RNR RenaissanceRe	$43,729,773	$1,800,861 ▼	-4.0%	180,032	0.6%	Finance
FICO Fair Isaac	$42,891,253	$4,204,308 ▲	10.9%	23,464	0.6%	Computer and Technology
APH Amphenol	$42,519,973	$32,079,530 ▼	-43.0%	430,582	0.6%	Computer and Technology
HLNE Hamilton Lane	$42,116,978	$1,874,989 ▼	-4.3%	296,348	0.6%	Finance
EHC Encompass Health	$41,481,927	$7,280,788 ▼	-14.9%	338,269	0.6%	Medical
JBT John Bean Technologies	$40,689,370	$24,250,309 ▲	147.5%	338,345	0.6%	Industrials
AZEK AZEK	$40,605,755	$2,941,042 ▼	-6.8%	747,116	0.6%	Construction
CRWD CrowdStrike	$39,804,104	$52,768,081 ▼	-57.0%	78,153	0.6%	Computer and Technology
FND Floor & Decor	$38,636,446	$678,703 ▲	1.8%	508,642	0.6%	Retail/Wholesale
ACVA ACV Auctions	$38,103,992	$2,985,453 ▼	-7.3%	2,349,198	0.5%	Retail/Wholesale
VERX Vertex	$37,731,596	$107,842 ▲	0.3%	1,067,825	0.5%	Computer and Technology
TTEK Tetra Tech	$37,678,744	$4,582,311 ▼	-10.8%	1,047,796	0.5%	Industrials
PCTY Paylocity	$36,535,514	$667,685 ▲	1.9%	201,642	0.5%	Computer and Technology
ITT ITT	$34,267,355	$5,051,808 ▲	17.3%	218,500	0.5%	Multi-Sector Conglomerates
QTWO Q2	$34,008,173	$874,037 ▲	2.6%	363,374	0.5%	Computer and Technology
VVV Valvoline	$33,864,982	$8,877,750 ▲	35.5%	894,243	0.5%	Retail/Wholesale
SAIA Saia	$33,239,097	$1,346,661 ▲	4.2%	121,315	0.5%	Transportation
FIX Comfort Systems USA	$33,089,519	$9,026,559 ▼	-21.4%	61,710	0.5%	Construction
WSO Watsco	$33,057,465	$5,202,284 ▲	18.7%	74,855	0.5%	Construction
CRDO Credo Technology Group	$32,684,270	$6,842,401 ▼	-17.3%	353,000	0.5%	Computer and Technology
PAR PAR Technology	$32,251,084	$762,307 ▲	2.4%	464,914	0.5%	Business Services
EFX Equifax	$32,231,391	$6,799,385 ▼	-17.4%	124,268	0.5%	Business Services
KTOS Kratos Defense & Security Solutions	$32,073,307	$1,168,171 ▼	-3.5%	690,491	0.5%	Aerospace
VCEL Vericel	$31,631,202	$3,868,816 ▲	13.9%	743,389	0.5%	Medical
WK Workiva	$31,458,662	$907,989 ▼	-2.8%	459,586	0.5%	Computer and Technology
RGEN Repligen	$29,879,932	$527,869 ▲	1.8%	240,231	0.4%	Medical
CWAN Clearwater Analytics	$29,831,730	$5,653,905 ▲	23.4%	1,360,316	0.4%	Computer and Technology
EVR Evercore	$28,446,607	$28,446,607 ▲	New Holding	105,350	0.4%	Finance
CHEF Chefs' Warehouse	$28,132,361	$6,983,430 ▲	33.0%	440,877	0.4%	Consumer Staples
MYRG MYR Group	$27,997,735	$2,532,498 ▼	-8.3%	154,300	0.4%	Utilities
FLUTTER ENTMT PLC	$27,473,538	$27,473,538 ▲	New Holding	96,142	0.4%	SHS
RBC RBC Bearings	$27,127,630	$2,355,361 ▼	-8.0%	70,498	0.4%	Industrials
INTA Intapp	$26,493,965	$5,945,540 ▲	28.9%	513,250	0.4%	Computer and Technology
ROAD Construction Partners	$26,456,812	$8,709,115 ▼	-24.8%	248,935	0.4%	Construction
BOOT Boot Barn	$26,335,520	$16,115,648 ▼	-38.0%	173,260	0.4%	Retail/Wholesale
MTSI MACOM Technology Solutions	$25,880,897	$4,743,329 ▼	-15.5%	180,619	0.4%	Computer and Technology
PAY Paymentus	$25,597,695	$3,471,402 ▲	15.7%	781,609	0.4%	Business Services

Showing largest 100 holdings. View all holdings.

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Timessquare Capital Management, LLC Top Holdings and 13F Report (2025)

About Timessquare Capital Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Timessquare Capital Management, LLC Top Holdings and 13F Report (2025)

About Timessquare Capital Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTimessquare Capital Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools