TimesSquare Capital Management, LLC 13F Holdings

CIK 0001313816 · NEW YORK, NY

As of Sep 30, 2025, TimesSquare Capital Management, LLC reported 156 positions worth $7.0B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
EMCOR GROUP INCEMEIndustrials264,237 71.6M2.45%
CENCORA INCCORHealthcare443,601 38.6M1.98%
JFROG LTDFROGTechnology2,896,005 37.1M1.96%
MONOLITHIC POWER SYSTEMS INCMPWRTechnology141,011 29.8M1.86%
VEEVA SYSTEMS INCVEEVHealthcare433,034 29.0M1.84%
IDEXX LABORATORIES INCIDXXHealthcare192,938 23.3M1.76%
CYBERARK SOFTWARE LTDCYBRTechnology252,174 21.8M1.74%
CHENIERE ENERGY INCLNGEnergy490,306 15.2M1.65%
KARMAN HOLDINGS INCKRMNIndustrials1,546,905 11.7M1.60%
HUBSPOT INCHUBSTechnology230,400 07.8M1.54%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical993,180 07.1M1.53%
INTERACTIVE BROKERS GROUP INCIBKRFinancial Services1,545,356 06.3M1.52%
LATTICE SEMICONDUCTOR CORPLSCCTechnology1,425,948 04.6M1.50%
REGAL REXNORD CORPRRXIndustrials719,093 03.1M1.48%
BJ'S WHOLESALE CLUB HOLDINGS INCBJConsumer Defensive1,084,359 01.1M1.45%
TPG INCTPGFinancial Services1,706,515$98.0M1.40%
ROBINHOOD MARKETS INC - AHOODEquity681,371$97.6M1.40%
VERISK ANALYTICS INCVRSKIndustrials382,764$96.3M1.38%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical378,878$96.2M1.38%
DOORDASH INCDASHCommunication Services350,083$95.2M1.36%
CURTISS WRIGHT CORPCWIndustrials173,547$94.2M1.35%
ARGENX SEARGXHealthcare127,530$94.1M1.35%
SERVICETITAN INCTTANTechnology905,704$91.3M1.31%
AXON ENTERPRISE INCAXONIndustrials123,304$88.5M1.27%
STEVANATO GROUP SPASTVNHealthcare3,267,676$84.1M1.20%