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

About Timessquare Capital Management, LLC

Investment Activity

Timessquare Capital Management, LLC has $6.21 billion in total holdings as of March 31, 2025.
Timessquare Capital Management, LLC owns shares of 142 different stocks, but just 74 companies or ETFs make up 80% of its holdings.
Approximately 10.93% of the portfolio was purchased this quarter.
About 14.98% of the portfolio was sold this quarter.
This quarter, Timessquare Capital Management, LLC has purchased 153 new stocks and bought additional shares in 68 stocks.
Timessquare Capital Management, LLC sold shares of 64 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

CyberArk Software: $154,533,262
Cencora: $129,672,811
HubSpot: $124,575,497
Verisk Analytics: $119,466,156
CHENIERE ENERGY INC: $116,626,757

Largest New Holdings this Quarter

87612G101 - Targa Resources: $55,195,405 Holding
303250104 - Fair Isaac: $39,029,802 Holding
70438V106 - Paylocity: $37,085,264 Holding
925050106 - Verona Pharma: $31,526,023 Holding
G3730V105 - FTAI Aviation: $16,274,222 Holding

Largest Purchases this Quarter

Targa Resources: 275,330 shares (about $55.20M)
Hexcel: 940,839 shares (about $51.52M)
Fair Isaac: 21,164 shares (about $39.03M)
Paylocity: 197,957 shares (about $37.09M)
Axon Enterprise: 66,320 shares (about $34.88M)

Largest Sales this Quarter

Webster Financial: 752,630 shares (about $38.80M)
CyberArk Software: 103,154 shares (about $34.87M)
BJ's Wholesale Club: 302,385 shares (about $34.50M)
Embraer: 521,889 shares (about $24.11M)
Waste Connections: 116,720 shares (about $22.78M)

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
CYBR CyberArk Software	$154,533,262	$34,866,052 ▼	-18.4%	457,199	2.5%	Computer and Technology
COR Cencora	$129,672,811	$21,677,116 ▼	-14.3%	466,298	2.1%	Medical
HUBS HubSpot	$124,575,497	$3,462,017 ▼	-2.7%	218,060	2.0%	Computer and Technology
VRSK Verisk Analytics	$119,466,156	$808,038 ▲	0.7%	401,405	1.9%	Business Services
CHENIERE ENERGY INC	$116,626,757	$1,573,057 ▲	1.4%	504,005	1.9%	COM NEW
FROG JFrog	$115,933,152	$7,124,320 ▲	6.5%	3,622,911	1.9%	Computer and Technology
BJ BJ's Wholesale Club	$110,545,785	$34,502,129 ▼	-23.8%	968,850	1.8%	Consumer Discretionary
EME EMCOR Group	$104,905,430	$20,125,245 ▲	23.7%	283,812	1.7%	Construction
VEEV Veeva Systems	$103,062,147	$663,620 ▲	0.6%	444,943	1.7%	Medical
SERVICETITAN INC	$99,381,771	$18,116,172 ▲	22.3%	1,044,914	1.6%	SHS CL A
RRX Regal Rexnord	$99,208,776	$1,445,440 ▼	-1.4%	871,399	1.6%	Industrials
ORLY O'Reilly Automotive	$98,214,820	$4,717,486 ▼	-4.6%	68,558	1.6%	Retail/Wholesale
ESAB ESAB	$91,970,925	$5,852,378 ▼	-6.0%	789,450	1.5%	Industrials
IT Gartner	$91,423,150	$2,298,077 ▲	2.6%	217,809	1.5%	Business Services
TPG TPG	$87,538,990	$6,503,127 ▲	8.0%	1,845,646	1.4%	Finance
APPLOVIN CORP	$85,154,734	$12,744,792 ▲	17.6%	321,375	1.4%	COM CL A
CTAS Cintas	$84,333,481	$16,191,653 ▼	-16.1%	410,322	1.4%	Business Services
MPWR Monolithic Power Systems	$84,272,254	$5,022,627 ▲	6.3%	145,302	1.4%	Computer and Technology
IDXX IDEXX Laboratories	$83,043,433	$1,776,389 ▲	2.2%	197,746	1.3%	Medical
LSCC Lattice Semiconductor	$81,772,435	$1,862,500 ▲	2.3%	1,559,055	1.3%	Computer and Technology
INSM Insmed	$81,183,851	$28,972,196 ▲	55.5%	1,064,148	1.3%	Medical
ALL Allstate	$76,885,712	$11,321,552 ▼	-12.8%	371,303	1.2%	Finance
INSP Inspire Medical Systems	$75,851,844	$6,755,224 ▲	9.8%	476,217	1.2%	Medical
ARGX argenx	$74,157,725	$621,458 ▲	0.8%	125,295	1.2%	Medical
ROST Ross Stores	$74,055,838	$734,154 ▲	1.0%	579,512	1.2%	Retail/Wholesale
LOAR HOLDINGS INC	$70,190,987	$5,159,004 ▼	-6.8%	993,503	1.1%	COM SHS
STVN Stevanato Group	$68,590,086	$1,438,324 ▲	2.1%	3,358,966	1.1%	Medical
PINS Pinterest	$67,726,940	$2,983,440 ▲	4.6%	2,184,740	1.1%	Computer and Technology
TSCO Tractor Supply	$67,407,963	$2,727,175 ▲	4.2%	1,223,375	1.1%	Retail/Wholesale
DOORDASH INC	$65,581,166	$411,233 ▲	0.6%	358,818	1.1%	CL A
IBKR Interactive Brokers Group	$64,952,678	$17,295,876 ▲	36.3%	392,250	1.0%	Finance
AXON Axon Enterprise	$64,297,388	$34,881,004 ▲	118.6%	122,250	1.0%	Aerospace
DT Dynatrace	$64,235,463	$119,997 ▲	0.2%	1,362,364	1.0%	Computer and Technology
CRWD CrowdStrike	$64,084,941	$9,918,075 ▼	-13.4%	181,760	1.0%	Computer and Technology
WCN Waste Connections	$64,047,304	$22,782,577 ▼	-26.2%	328,128	1.0%	Business Services
HXL Hexcel	$63,876,938	$51,520,344 ▲	416.9%	1,166,489	1.0%	Aerospace
CW Curtiss-Wright	$63,140,537	$7,278,174 ▲	13.0%	199,012	1.0%	Aerospace
TYL Tyler Technologies	$61,936,639	$136,627 ▼	-0.2%	106,532	1.0%	Computer and Technology
HOOD Robinhood Markets	$60,590,188	$19,072,989 ▼	-23.9%	1,455,795	1.0%	Finance
CSGP CoStar Group	$59,651,237	$6,647,476 ▲	12.5%	752,887	1.0%	Computer and Technology
ONESTREAM INC	$57,610,424	$12,715,204 ▲	28.3%	2,699,645	0.9%	CL A
WH Wyndham Hotels & Resorts	$57,484,711	$12,434,083 ▲	27.6%	635,120	0.9%	Consumer Discretionary
TRGP Targa Resources	$55,195,405	$55,195,405 ▲	New Holding	275,330	0.9%	Energy
POOL Pool	$55,143,950	$216,478 ▲	0.4%	173,218	0.9%	Consumer Discretionary
ROK Rockwell Automation	$54,746,846	$4,472,558 ▲	8.9%	211,885	0.9%	Computer and Technology
PFGC Performance Food Group	$54,525,974	$18,347,918 ▲	50.7%	693,450	0.9%	Retail/Wholesale
MLM Martin Marietta Materials	$53,517,091	$8,974,500 ▲	20.1%	111,930	0.9%	Construction
PERMIAN RESOURCES CORP	$52,021,029	$352,552 ▲	0.7%	3,756,031	0.8%	CLASS A COM
CWST Casella Waste Systems	$50,707,946	$21,439,247 ▼	-29.7%	454,739	0.8%	Business Services
RPM RPM International	$49,868,028	$10,339,478 ▲	26.2%	431,086	0.8%	Construction
APH Amphenol	$49,549,178	$5,663,369 ▲	12.9%	755,438	0.8%	Computer and Technology
TRMB Trimble	$49,098,650	$2,605,320 ▲	5.6%	747,885	0.8%	Industrials
GFL GFL Environmental	$48,991,123	$14,821,943 ▲	43.4%	1,014,099	0.8%	Business Services
NICE NICE	$48,347,404	$297,548 ▼	-0.6%	313,598	0.8%	Computer and Technology
VCTR Victory Capital	$46,325,456	$10,164,981 ▼	-18.0%	800,509	0.7%	Finance
HLNE Hamilton Lane	$46,019,460	$881,167 ▼	-1.9%	309,541	0.7%	Finance
ESTC Elastic	$45,800,073	$4,014,401 ▲	9.6%	514,030	0.7%	Computer and Technology
SAFT Safety Insurance Group	$45,339,830	$2,181,348 ▼	-4.6%	574,795	0.7%	Finance
RNR RenaissanceRe	$44,987,040	$6,038,160 ▼	-11.8%	187,446	0.7%	Finance
BRO Brown & Brown	$44,654,873	$4,094,004 ▼	-8.4%	358,962	0.7%	Finance
BSY Bentley Systems	$43,202,244	$36,980 ▼	-0.1%	1,098,176	0.7%	Computer and Technology
AME AMETEK	$41,428,417	$15,891,104 ▼	-27.7%	240,667	0.7%	Computer and Technology
SAIA Saia	$40,673,652	$3,651,544 ▲	9.9%	116,400	0.7%	Transportation
EHC Encompass Health	$40,273,080	$2,237,275 ▲	5.9%	397,641	0.6%	Medical
FND Floor & Decor	$40,211,422	$18,269,104 ▲	83.3%	499,707	0.6%	Retail/Wholesale
TTWO Take-Two Interactive Software	$39,820,808	$1,476,656 ▲	3.9%	192,139	0.6%	Consumer Discretionary
AZEK AZEK	$39,172,086	$818,125 ▼	-2.0%	801,229	0.6%	Construction
FICO Fair Isaac	$39,029,802	$39,029,802 ▲	New Holding	21,164	0.6%	Computer and Technology
VERX Vertex	$37,277,703	$2,524,781 ▲	7.3%	1,064,773	0.6%	Computer and Technology
PCTY Paylocity	$37,085,264	$37,085,264 ▲	New Holding	197,957	0.6%	Computer and Technology
EFX Equifax	$36,651,639	$17,438,652 ▼	-32.2%	150,483	0.6%	Business Services
WK Workiva	$35,894,119	$6,612,520 ▼	-15.6%	472,851	0.6%	Computer and Technology
ACVA ACV Auctions	$35,693,605	$9,040,581 ▲	33.9%	2,533,258	0.6%	Retail/Wholesale
TTEK Tetra Tech	$34,375,302	$4,047,264 ▲	13.3%	1,175,224	0.6%	Industrials
ADUS Addus HomeCare	$34,200,118	$980,000 ▼	-2.8%	345,840	0.6%	Medical
MRVL Marvell Technology	$33,450,365	$1,188,301 ▲	3.7%	543,290	0.5%	Computer and Technology
IOT Samsara	$32,861,497	$5,227,637 ▲	18.9%	857,331	0.5%	Computer and Technology
WSO Watsco	$32,061,023	$13,858,800 ▼	-30.2%	63,075	0.5%	Construction
NSA National Storage Affiliates Trust	$31,543,010	$12,221,880 ▼	-27.9%	800,584	0.5%	Finance
VRNA Verona Pharma	$31,526,023	$31,526,023 ▲	New Holding	496,551	0.5%	Medical
RGEN Repligen	$30,026,986	$3,181,636 ▼	-9.6%	235,987	0.5%	Medical
BOOT Boot Barn	$30,003,480	$1,112,653 ▼	-3.6%	279,284	0.5%	Retail/Wholesale
CWAN Clearwater Analytics	$29,547,000	$16,031,894 ▼	-35.2%	1,102,500	0.5%	Computer and Technology
VCEL Vericel	$29,112,988	$906,009 ▲	3.2%	652,465	0.5%	Medical
QTWO Q2	$28,326,340	$1,733,417 ▼	-5.8%	354,035	0.5%	Computer and Technology
PAR PAR Technology	$27,843,760	$2,903,836 ▲	11.6%	453,925	0.4%	Business Services
KRYS Krystal Biotech	$25,635,595	$3,008,306 ▼	-10.5%	142,183	0.4%	Medical
FIX Comfort Systems USA	$25,317,088	$3,056,333 ▼	-10.8%	78,544	0.4%	Construction
XENE Xenon Pharmaceuticals	$25,013,236	$3,465,681 ▼	-12.2%	745,551	0.4%	Medical
RBC RBC Bearings	$24,653,696	$6,683,485 ▼	-21.3%	76,619	0.4%	Industrials
WRBY Warby Parker	$24,520,025	$5,892,538 ▼	-19.4%	1,345,037	0.4%	Consumer Staples
EXPO Exponent	$24,225,592	$3,565,829 ▼	-12.8%	298,860	0.4%	Business Services
WSC WillScot Mobile Mini	$24,159,034	$1,142,163 ▲	5.0%	869,030	0.4%	Finance
ITT ITT	$24,060,958	$1,583,760 ▼	-6.2%	186,288	0.4%	Multi-Sector Conglomerates
ROAD Construction Partners	$23,780,346	$5,321,974 ▲	28.8%	330,880	0.4%	Construction
INTA Intapp	$23,239,385	$2,663,821 ▼	-10.3%	398,071	0.4%	Computer and Technology
VVV Valvoline	$22,968,195	$516,441 ▲	2.3%	659,816	0.4%	Retail/Wholesale
ERJ Embraer	$21,920,606	$24,111,271 ▼	-52.4%	474,472	0.4%	Aerospace
BFAM Bright Horizons Family Solutions	$21,615,856	$4,947,065 ▼	-18.6%	170,150	0.3%	Business Services
MTSI MACOM Technology Solutions	$21,453,414	$1,447,680 ▲	7.2%	213,722	0.3%	Computer and Technology

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