TimesSquare Capital Management, LLC

CIK 0001313816 • 6 13F filings • May 2, 2025 – Aug 7, 2026

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Filer information

Filed by: TimesSquare Capital Management, LLC, Chief Compliance Officer
Address: 75 Rockefeller Plaza, 30th Floor, NEW YORK, NY, 10019
Phone: (917) 342-7958
AUM: $6.64B

AUM over time

$6.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyOther

Holdings by filing

Portfolio value: $6.64B2 positionsView on SEC.gov

			% of Portfolio
2023 ETF SERIES TRUST	TIMESSQUARE QLTY	$2.0M	0.0%	100,000 SH	New
ABIVAX SA	SPONSORED ADS	$17.4M	0.3%Prev: 155.4%	129,384 SH	Increased+1,361 SH
ADDUS HOMECARE CORP	COM	$38.2M	0.6%Prev: 705.9%	355,337 SH	Decreased-63,011 SH
AMETEK INC	COM	$48.6M	0.7%Prev: 666.9%	236,650 SH	Increased-11,405 SH
AMPHENOL CORP NEW	CL A	$43.9M	0.7%Prev: 724.1%	325,015 SH	Decreased-84,174 SH
AMPLITUDE INC	COM CL A	$29.1M	0.4%Prev: 313.5%	2,513,383 SH	Increased+468,418 SH
APPLIED INDL TECHNOLOGIES IN	COM	$31.0M	0.5%Prev: 361.3%	120,716 SH	Increased+23,941 SH
ARCOS DORADOS HOLDINGS INC	SHS CLASS -A -	$4.0M	0.1%Prev: 63.4%	549,322 SH	Decreased-107,430 SH
ARGENX SE	SPONSORED ADR	$91.3M	1.4%Prev: 1345.1%	108,509 SH	Decreased-19,021 SH
AXOGEN INC	COM	$11.0M	0.2%	336,847 SH	New
AXON ENTERPRISE INC	COM	$94.0M	1.4%Prev: 1265.4%	165,530 SH	Increased+42,226 SH
BENTLEY SYS INC	COM CL B	$36.3M	0.5%Prev: 722.5%	951,055 SH	Decreased-30,320 SH
BJS WHSL CLUB HLDGS INC	COM	$78.0M	1.2%Prev: 1446.0%	865,901 SH	Decreased-218,458 SH
BLOOM ENERGY CORP	COM CL A	$29.3M	0.4%Prev: 211.7%	336,800 SH	Increased+161,732 SH
BOOT BARN HLDGS INC	COM	$19.2M	0.3%Prev: 414.5%	108,849 SH	Decreased-66,046 SH
BRAZE INC	COM CL A	$32.1M	0.5%Prev: 368.3%	937,020 SH	Increased+31,517 SH
BRIGHT HORIZONS FAM SOL IN D	COM	$14.4M	0.2%Prev: 311.3%	142,486 SH	Decreased-57,989 SH
BROWN & BROWN INC	COM	$32.7M	0.5%Prev: 656.6%	409,702 SH	Decreased-79,868 SH
CACTUS INC	CL A	$11.4M	0.2%Prev: 146.6%	250,349 SH	Increased-9,369 SH
CARDINAL INFRASTRUCTURE GROU	CL A	$14.6M	0.2%	604,300 SH	New
CARPENTER TECHNOLOGY CORP	COM	$93.7M	1.4%Prev: 1077.9%	297,460 SH	Increased-9,510 SH
CASELLA WASTE SYS INC	CL A	$58.5M	0.9%Prev: 826.6%	597,810 SH	Increased-11,365 SH
CASEYS GEN STORES INC	COM	$32.4M	0.5%	58,531 SH	New
CBRE GROUP INC	CL A	$64.7M	1.0%	402,562 SH	New
CELLEBRITE DI LTD	ORDINARY SHARES	$12.9M	0.2%Prev: 160.4%	715,992 SH	Increased+110,630 SH
CENCORA INC	COM	$142.9M	2.2%Prev: 1982.6%	423,026 SH	Increased-20,575 SH
CERIBELL INC	COM	$17.3M	0.3%Prev: 134.3%	787,926 SH	Increased-29,719 SH
CG ONCOLOGY INC	COM	$17.7M	0.3%Prev: 290.0%	426,019 SH	Decreased-77,507 SH
CHEFS WHSE INC	COM	$34.2M	0.5%Prev: 437.6%	548,853 SH	Increased+24,215 SH
CHENIERE ENERGY INC	COM NEW	$90.2M	1.4%Prev: 1647.6%	463,761 SH	Decreased-26,545 SH
CINTAS CORP	COM	$68.8M	1.0%Prev: 1141.5%	365,994 SH	Decreased-22,895 SH
CLEAN HARBORS INC	COM	$1.6M	0.0%Prev: 22.5%	6,770 SH	Increased
CLEARWATER ANALYTICS HLDGS I	CL A	$31.2M	0.5%Prev: 355.2%	1,293,807 SH	Increased-84,397 SH
COMFORT SYS USA INC	COM	$47.8M	0.7%Prev: 19.4%	51,220 SH	Increased+49,575 SH
CONSTRUCTION PARTNERS INC	COM CL A	$28.8M	0.4%Prev: 377.8%	265,373 SH	Increased+57,327 SH
COSTAR GROUP INC	COM	$54.4M	0.8%Prev: 973.1%	809,321 SH	Decreased+2,790 SH
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$38.0M	0.6%Prev: 521.2%	264,181 SH	Increased+13,881 SH
CROWDSTRIKE HLDGS INC	CL A	$10.0M	0.2%Prev: 278.1%	21,277 SH	Decreased-18,376 SH
CURTISS WRIGHT CORP	COM	$90.8M	1.4%Prev: 1347.5%	164,677 SH	Decreased-8,870 SH
CYBERARK SOFTWARE LTD	SHS	$107.7M	1.6%Prev: 1742.3%	241,397 SH	Decreased-10,777 SH
DISC MEDICINE INC	COM	$14.9M	0.2%Prev: 172.1%	187,777 SH	Increased+5,607 SH
DOORDASH INC	CL A	$74.6M	1.1%Prev: 1361.7%	329,443 SH	Decreased-20,640 SH
DYNATRACE INC	COM NEW	$55.1M	0.8%Prev: 915.1%	1,271,294 SH	Decreased-49,490 SH
ELASTIC N V	ORD SHS	$48.3M	0.7%Prev: 812.2%	639,662 SH	Decreased-32,513 SH
EMBRAER S.A.	SPONSORED ADS	$23.3M	0.4%Prev: 265.0%	362,131 SH	Increased+55,585 SH
EMCOR GROUP INC	COM	$153.3M	2.3%Prev: 2454.4%	250,641 SH	Decreased-13,596 SH
ENCOMPASS HEALTH CORP	COM	$36.8M	0.6%Prev: 658.7%	346,288 SH	Decreased-16,315 SH
EQUIFAX INC	COM	$25.0M	0.4%Prev: 435.7%	115,223 SH	Decreased-3,555 SH
ESAB CORPORATION	COM	$107.2M	1.6%Prev: 1112.6%	959,101 SH	Increased+262,850 SH
EVERCORE INC	CLASS A	$57.4M	0.9%Prev: 717.2%	168,674 SH	Increased+19,988 SH
EXCELERATE ENERGY INC	CL A COM	$26.6M	0.4%Prev: 332.9%	949,723 SH	Increased+25,600 SH
FAIR ISAAC CORP	COM	$54.5M	0.8%Prev: 709.7%	32,240 SH	Increased-924 SH
FLOOR & DECOR HLDGS INC	CL A	$28.3M	0.4%Prev: 513.7%	465,225 SH	Decreased-22,215 SH
FLUTTER ENTMT PLC	SHS	$85.8M	1.3%Prev: 1376.2%	399,081 SH	Decreased+20,203 SH
GENIUS SPORTS LIMITED	SHARES CL A	$59.9M	0.9%	5,431,145 SH	New
GFL ENVIRONMENTAL INC	SUB VTG SHS	$48.3M	0.7%Prev: 737.2%	1,125,123 SH	Decreased+37,155 SH
GLOBAL E ONLINE LTD	SHS	$20.5M	0.3%Prev: 281.5%	521,118 SH	Increased-29,410 SH
GUARDIAN PHARMACY SVCS INC	CL A	$31.5M	0.5%Prev: 322.7%	1,048,136 SH	Increased+187,963 SH
HAMILTON LANE INC	CL A	$44.1M	0.7%Prev: 603.6%	328,286 SH	Increased+15,126 SH
HEXCEL CORP NEW	COM	$22.7M	0.3%Prev: 301.0%	307,786 SH	Increased-27,926 SH
HUBSPOT INC	COM	$87.5M	1.3%Prev: 1541.3%	218,039 SH	Decreased-12,361 SH
IDEXX LABS INC	COM	$113.2M	1.7%Prev: 1762.8%	167,251 SH	Decreased-25,687 SH
INSMED INC	COM PAR $.01	$85.4M	1.3%Prev: 875.4%	490,506 SH	Increased+65,421 SH
INTAPP INC	COM	$27.6M	0.4%Prev: 298.5%	602,236 SH	Increased+91,959 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$93.7M	1.4%Prev: 1520.7%	1,457,511 SH	Decreased-87,845 SH
IRHYTHM TECHNOLOGIES INC	COM	$10.6M	0.2%Prev: 165.6%	59,822 SH	Decreased-7,495 SH
ITT INC	COM	$39.3M	0.6%Prev: 525.3%	226,700 SH	Increased+21,200 SH
JAMES HARDIE INDS PLC	ORD SHS	$41.6M	0.6%Prev: 440.0%	2,003,166 SH	Increased+401,435 SH
JBT MAREL CORPORATION	COM	$39.9M	0.6%Prev: 673.7%	264,986 SH	Decreased-70,421 SH
JFROG LTD	ORD SHS	$155.8M	2.3%Prev: 1960.1%	2,495,193 SH	Increased-400,812 SH
KARMAN HLDGS INC	COMMON STOCK	$117.2M	1.8%Prev: 1597.2%	1,602,008 SH	Increased+55,103 SH
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$21.8M	0.3%Prev: 455.4%	286,531 SH	Decreased-61,969 SH
KRYSTAL BIOTECH INC	COM	$24.0M	0.4%Prev: 299.2%	97,400 SH	Increased-21,114 SH
KYMERA THERAPEUTICS INC	COM	$14.8M	0.2%	189,900 SH	New
LATTICE SEMICONDUCTOR CORP	COM	$108.5M	1.6%Prev: 1495.1%	1,474,949 SH	Increased+49,001 SH
LEGENCE CORP	CL A	$18.8M	0.3%Prev: 279.2%	437,480 SH	Decreased-196,162 SH
LOAR HOLDINGS INC	COM SHS	$60.0M	0.9%Prev: 1037.8%	882,280 SH	Decreased-24,813 SH
MACOM TECH SOLUTIONS HLDGS I	COM	$42.3M	0.6%Prev: 422.1%	246,866 SH	Increased+9,767 SH
MARTIN MARIETTA MATLS INC	COM	$56.7M	0.9%Prev: 862.6%	91,094 SH	Decreased-4,610 SH
MARVELL TECHNOLOGY INC	COM	$31.7M	0.5%Prev: 721.6%	372,637 SH	Decreased-227,550 SH
MATADOR RES CO	COM	$16.3M	0.2%Prev: 252.7%	383,007 SH	Decreased-10,225 SH
MINERALYS THERAPEUTICS INC	COM	$13.8M	0.2%	380,100 SH	New
MIRION TECHNOLOGIES INC	COM CL A	$22.7M	0.3%Prev: 337.1%	967,261 SH	Decreased-46,078 SH
MIRUM PHARMACEUTICALS INC	COM	$31.3M	0.5%Prev: 315.2%	395,827 SH	Increased+95,178 SH
MONOLITHIC PWR SYS INC	COM	$127.1M	1.9%Prev: 1856.5%	140,279 SH	Decreased-732 SH
MYR GROUP INC DEL	COM	$16.2M	0.2%Prev: 465.4%	74,301 SH	Decreased-82,155 SH
NATIONAL STORAGE AFFILIATES	COM SHS BEN IN	$19.5M	0.3%Prev: 308.5%	689,692 SH	Decreased-24,260 SH
NEPTUNE INS HLDGS INC	CL A	$12.3M	0.2%	420,434 SH	New
NETSKOPE INC	CL A	$55.0M	0.8%Prev: 884.3%	3,135,851 SH	Decreased+415,505 SH
NEWAMSTERDAM PHARMA COMPANY	ORDINARY SHARES	$28.8M	0.4%Prev: 340.6%	822,300 SH	Increased-15,068 SH
NICE LTD	SPONSORED ADR	$31.9M	0.5%Prev: 609.6%	282,632 SH	Decreased-11,790 SH
NORWEGIAN CRUISE LINE HLDG L	SHS	$46.2M	0.7%Prev: 694.2%	2,068,797 SH	Decreased+97,825 SH
NOVA LTD	COM	$11.4M	0.2%Prev: 180.9%	34,600 SH	Decreased-4,970 SH
NRG ENERGY INC	COM NEW	$83.3M	1.3%Prev: 1092.8%	523,205 SH	Increased+51,360 SH
OLLIES BARGAIN OUTLET HLDGS	COM	$27.0M	0.4%Prev: 316.9%	246,235 SH	Increased+73,633 SH
ONESTREAM INC	CL A	$49.0M	0.7%Prev: 670.9%	2,668,307 SH	Increased+122,759 SH
ONTO INNOVATION INC	COM	$36.8M	0.6%Prev: 396.1%	233,111 SH	Increased+18,780 SH
OREILLY AUTOMOTIVE INC	COM	$86.5M	1.3%Prev: 1531.2%	948,115 SH	Decreased-45,065 SH
PARSONS CORP DEL	COM	$21.8M	0.3%Prev: 409.2%	353,430 SH	Decreased+8,315 SH
PAYLOCITY HLDG CORP	COM	$27.8M	0.4%Prev: 285.8%	182,047 SH	Increased+56,585 SH
PAYMENTUS HOLDINGS INC	COM CL A	$23.3M	0.4%Prev: 339.0%	736,827 SH	Decreased-37,766 SH
PERFORMANCE FOOD GROUP CO	COM	$76.8M	1.2%Prev: 985.5%	853,970 SH	Increased+191,585 SH
PERMIAN RESOURCES CORP	CLASS A COM	$31.5M	0.5%Prev: 431.9%	2,241,995 SH	Increased-117,516 SH
PINTEREST INC	CL A	$52.4M	0.8%Prev: 978.7%	2,025,180 SH	Decreased-102,105 SH
PIPER SANDLER COMPANIES	COM	$31.9M	0.5%Prev: 411.2%	93,893 SH	Increased+11,033 SH
PJT PARTNERS INC	COM CL A	$23.8M	0.4%Prev: 335.3%	142,496 SH	Increased+10,570 SH
PURSUIT ATTRACTIONS AND HOSP	COM	$31.2M	0.5%Prev: 434.4%	927,024 SH	Increased+87,444 SH
Q2 HLDGS INC	COM	$26.6M	0.4%Prev: 398.7%	368,010 SH	Decreased-17,109 SH
RBC BEARINGS INC	COM	$40.6M	0.6%Prev: 394.4%	90,579 SH	Increased+19,916 SH
REGAL REXNORD CORPORATION	COM	$77.9M	1.2%Prev: 1475.1%	555,401 SH	Decreased-163,692 SH
RENAISSANCERE HLDGS LTD	COM	$729K	0.0%Prev: 14.0%	2,594 SH	Decreased-1,257 SH
REPLIGEN CORP	COM	$71.4M	1.1%Prev: 692.2%	435,687 SH	Increased+73,558 SH
ROBINHOOD MKTS INC	COM CL A	$57.4M	0.9%Prev: 1395.1%	507,601 SH	Decreased-173,770 SH
ROSS STORES INC	COM	$76.3M	1.1%Prev: 1164.3%	423,368 SH	Decreased-110,879 SH
SAFETY INS GROUP INC	COM	$21.2M	0.3%Prev: 505.7%	271,930 SH	Decreased-228,342 SH
SAIA INC	COM	$820K	0.0%Prev: 10.7%	2,510 SH	Increased
SAMSARA INC	COM CL A	$46.8M	0.7%Prev: 723.2%	1,320,028 SH	Decreased-37,555 SH
SERVICETITAN INC	SHS CL A	$92.1M	1.4%Prev: 1306.0%	864,582 SH	Increased-41,122 SH
SHOULDER INNOVATIONS INC	COMMON STOCK	$4.1M	0.1%Prev: 68.6%	289,850 SH	Decreased-92,517 SH
SITIME CORP	COM	$36.5M	0.6%Prev: 567.5%	103,423 SH	Decreased-28,277 SH
SNOWFLAKE INC	COM SHS	$46.0M	0.7%Prev: 362.9%	209,653 SH	Increased+97,128 SH
STEPSTONE GROUP INC	COM CL A	$22.7M	0.3%	353,697 SH	New
STERLING INFRASTRUCTURE INC	COM	$12.0M	0.2%Prev: 114.6%	39,340 SH	Increased+15,740 SH
STEVANATO GROUP S P A	ORD SHS	$70.4M	1.1%Prev: 1203.3%	3,500,321 SH	Decreased+232,645 SH
TAKE-TWO INTERACTIVE SOFTWAR	COM	$50.0M	0.8%Prev: 691.9%	195,119 SH	Increased+7,860 SH
TARGA RES CORP	COM	$64.6M	1.0%Prev: 561.6%	350,223 SH	Increased+115,833 SH
TARSUS PHARMACEUTICALS INC	COM	$27.2M	0.4%Prev: 227.3%	332,446 SH	Increased+64,941 SH
TPG INC	COM CL A	$107.5M	1.6%Prev: 1402.0%	1,684,070 SH	Increased-22,445 SH
TRACTOR SUPPLY CO	COM	$75.5M	1.1%Prev: 1043.6%	1,509,725 SH	Increased+226,575 SH
TRIMBLE INC	COM	$54.1M	0.8%Prev: 846.5%	690,280 SH	Decreased-34,705 SH
TYLER TECHNOLOGIES INC	COM	$50.7M	0.8%Prev: 776.5%	111,702 SH	Decreased+7,913 SH
UNIFIRST CORP MASS	COM	$19.2M	0.3%Prev: 259.9%	99,338 SH	Increased-9,382 SH
URANIUM ENERGY CORP	COM	$19.4M	0.3%Prev: 232.1%	1,664,320 SH	Increased+447,575 SH
VALVOLINE INC	COM	$26.5M	0.4%Prev: 473.7%	913,449 SH	Decreased-9,053 SH
VEEVA SYS INC	CL A COM	$91.9M	1.4%Prev: 1844.8%	411,769 SH	Decreased-21,265 SH
VERA THERAPEUTICS INC	CL A	$12.8M	0.2%	252,462 SH	New
VERICEL CORP	COM	$22.7M	0.3%Prev: 376.6%	631,256 SH	Decreased-205,605 SH
VERISK ANALYTICS INC	COM	$81.7M	1.2%Prev: 1376.7%	365,304 SH	Decreased-17,460 SH
VERTEX INC	CL A	$15.3M	0.2%Prev: 386.9%	766,222 SH	Decreased-325,040 SH
VICTORY CAP HLDGS INC	COM CL A	$46.1M	0.7%Prev: 703.4%	731,214 SH	Decreased-28,288 SH
WARBY PARKER INC	CL A COM	$29.5M	0.4%Prev: 397.8%	1,353,554 SH	Increased+344,879 SH
WASTE CONNECTIONS INC	COM	$28.1M	0.4%Prev: 659.4%	160,296 SH	Decreased-101,984 SH
WEBSTER FINL CORP	COM	$975K	0.0%Prev: 19.3%	15,485 SH	Decreased-7,176 SH
WESCO INTL INC	COM	$10K	0.0%Prev: 0.1%	40 SH	Increased
WINGSTOP INC	COM	$20.1M	0.3%Prev: 33.2%	84,304 SH	Increased+75,077 SH
WORKIVA INC	COM CL A	$43.3M	0.7%Prev: 632.1%	502,403 SH	Decreased-11,100 SH
WYNDHAM HOTELS & RESORTS INC	COM	$57.5M	0.9%Prev: 1011.6%	760,561 SH	Decreased-124,753 SH
XENON PHARMACEUTICALS INC	COM	$23.9M	0.4%Prev: 319.7%	532,740 SH	Increased-24,060 SH

Sold (vs prior filing)

ACV AUCTIONS INC — $21.9M
ALLSTATE CORP — $58.5M
APPLOVIN CORP — $70.4M
ASGN INC — $9.3M
CARLISLE COS INC — $33.2M
CHART INDS INC — $22.0M
GARTNER INC — $20.8M
INFINITY NAT RES INC — $10.8M
ISHARES TR — $16.4M
MERUS N V — $15.6M
NIQ GLOBAL INTELLIGENCE PLC — $9.2M
PAR TECHNOLOGY CORP — $18.2M
POOL CORP — $33.6M
SOLENO THERAPEUTICS INC — $25.5M
TETRA TECH INC NEW — $16.5M
VERONA PHARMA PLC — $6.8M
VIA TRANSN INC — $716K
WATSCO INC — $29.1M
WILLSCOT HLDGS CORP — $17.2M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001193125-26-040254	$6.64B	View
Nov 7, 2025	Q3 2025	13F-HR	0001193125-25-270944	$7.0M	View
Aug 7, 2026	Q2 2026