Timessquare Capital Management, LLC Top Holdings and 13F Report (2025) About Timessquare Capital Management, LLCInvestment ActivityTimessquare Capital Management, LLC has $6.86 billion in total holdings as of December 31, 2024.Timessquare Capital Management, LLC owns shares of 153 different stocks, but just 81 companies or ETFs make up 80% of its holdings.Approximately 22.95% of the portfolio was purchased this quarter.About 21.56% of the portfolio was sold this quarter.This quarter, Timessquare Capital Management, LLC has purchased 154 new stocks and bought additional shares in 71 stocks.Timessquare Capital Management, LLC sold shares of 62 stocks and completely divested from 20 stocks this quarter.Largest Holdings CyberArk Software $186,681,602HubSpot $156,160,092Regal Rexnord $137,149,657Cencora $122,281,641BJ's Wholesale Club $113,584,847 Largest New Holdings this Quarter APPLOVIN CORP $88,494,967 HoldingSERVICETITAN INC $87,896,037 HoldingInspire Medical Systems $80,418,956 HoldingDynatrace $73,906,163 HoldingRobinhood Markets $71,317,876 Holding Largest Purchases this Quarter APPLOVIN CORP 273,276 shares (about $88.49M)SERVICETITAN INC 854,438 shares (about $87.90M)Lattice Semiconductor 1,473,154 shares (about $83.45M)Inspire Medical Systems 433,806 shares (about $80.42M)Dynatrace 1,359,819 shares (about $73.91M) Largest Sales this Quarter Chemed 160,845 shares (about $85.22M)Amphenol 907,520 shares (about $63.03M)Marvell Technology 356,228 shares (about $39.35M)Legend Biotech 1,156,518 shares (about $37.63M)Vertex 662,743 shares (about $35.36M) 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 PortfolioSectorCYBRCyberArk Software$186,681,602$8,263,786 ▲4.6%560,3532.7%Computer and TechnologyHUBSHubSpot$156,160,092$11,342,022 ▲7.8%224,1202.3%Computer and TechnologyRRXRegal Rexnord$137,149,657$36,069,121 ▲35.7%884,0952.0%Industrial ProductsCORCencora$122,281,641$3,474,452 ▲2.9%544,2481.8%MedicalBJBJ's Wholesale Club$113,584,847$17,936,387 ▼-13.6%1,271,2351.7%Consumer DiscretionaryVRSKVerisk Analytics$109,811,187$5,807,442 ▼-5.0%398,6901.6%Business ServicesTPGTPG$107,364,402$4,617,797 ▼-4.1%1,708,5361.6%FinanceCHENIERE ENERGY INC$106,834,868$5,420,096 ▼-4.8%497,2071.6%COM NEWEMEEMCOR Group$104,108,774$16,394,868 ▼-13.6%229,3651.5%ConstructionITGartner$102,869,453$5,725,466 ▼-5.3%212,3341.5%Business ServicesESABESAB$100,711,819$51,426,674 ▲104.3%839,6851.5%Industrial ProductsFROGJFrog$100,002,117$10,745,708 ▲12.0%3,400,2761.5%Computer and TechnologyVEEVVeeva Systems$92,946,900$5,057,774 ▼-5.2%442,0781.4%MedicalCTASCintas$89,358,935$20,455,092 ▼-18.6%489,1021.3%Business ServicesTERTeradyne$89,195,432$7,723,555 ▲9.5%708,3501.3%Computer and TechnologyAPPLOVIN CORP$88,494,967$88,494,967 ▲New Holding273,2761.3%COM CL ASERVICETITAN INC$87,896,037$87,896,037 ▲New Holding854,4381.3%SHS CL AROSTRoss Stores$86,793,734$5,181,451 ▼-5.6%573,7671.3%Retail/WholesaleLSCCLattice Semiconductor$86,308,824$83,454,174 ▲2,923.4%1,523,5451.3%Computer and TechnologyORLYO'Reilly Automotive$85,200,916$23,598,606 ▼-21.7%71,8511.2%Retail/WholesaleALLAllstate$82,124,299$3,017,164 ▲3.8%425,9781.2%FinanceMPWRMonolithic Power Systems$80,851,071$14,832,736 ▲22.5%136,6421.2%Computer and TechnologyINSPInspire Medical Systems$80,418,956$80,418,956 ▲New Holding433,8061.2%MedicalIDXXIDEXX Laboratories$80,007,255$19,372,558 ▲31.9%193,5161.2%MedicalLOAR HOLDINGS INC$78,826,863$48,486,143 ▲159.8%1,066,5251.1%COM SHSARGXargenx$76,410,675$9,074,325 ▲13.5%124,2451.1%MedicalWCNWaste Connections$76,327,020$22,731,948 ▼-22.9%444,8481.1%Business ServicesDTDynatrace$73,906,163$73,906,163 ▲New Holding1,359,8191.1%Computer and TechnologyCRWDCrowdStrike$71,815,962$22,778,960 ▼-24.1%209,8901.0%Computer and TechnologySTVNStevanato Group$71,657,047$38,265,419 ▲114.6%3,288,5291.0%MedicalHOODRobinhood Markets$71,317,876$71,317,876 ▲New Holding1,914,0601.0%FinanceITCIIntra-Cellular Therapies$70,179,267$33,590,575 ▲91.8%840,2691.0%MedicalCWSTCasella Waste Systems$68,459,282$8,082,297 ▲13.4%647,0021.0%Industrial ProductsVCTRVictory Capital$63,899,499$10,883,707 ▲20.5%976,1610.9%FinanceCWCurtiss-Wright$62,482,671$59,146,893 ▲1,773.1%176,0720.9%AerospaceTSCOTractor Supply$62,286,073$49,137,487 ▲373.7%1,173,8800.9%Retail/WholesaleTYLTyler Technologies$61,566,123$3,333,556 ▼-5.1%106,7670.9%Computer and TechnologyWKWorkiva$61,315,730$10,095,024 ▲19.7%559,9610.9%Computer and TechnologyPINSPinterest$60,566,500$3,620,795 ▲6.4%2,088,5000.9%Computer and TechnologyAMEAMETEK$60,023,335$3,353,737 ▼-5.3%332,9820.9%Computer and TechnologyONESTREAM INC$60,000,547$3,006,094 ▲5.3%2,103,8060.9%CL ADOORDASH INC$59,814,282$15,281,522 ▼-20.3%356,5680.9%CL APOOLPool$58,825,106$22,641,485 ▲62.6%172,5380.9%Consumer DiscretionaryMRVLMarvell Technology$57,874,696$39,345,383 ▼-40.5%523,9900.8%Computer and TechnologyEFXEquifax$56,597,598$6,558,055 ▼-10.4%222,0820.8%Business ServicesROKRockwell Automation$55,607,589$4,794,127 ▲9.4%194,5750.8%Computer and TechnologyPERMIAN RESOURCES CORP$53,645,683$3,011,301 ▼-5.3%3,730,5760.8%CLASS A COMNICENICE$53,589,276$2,836,668 ▼-5.0%315,5280.8%Computer and TechnologyVERXVertex$52,958,251$35,357,339 ▼-40.0%992,6570.8%Computer and TechnologyRNRRenaissanceRe$52,898,250$18,199,207 ▼-25.6%212,6050.8%FinanceBSYBentley Systems$51,328,717$2,896,801 ▼-5.3%1,099,1160.7%Computer and TechnologyIBKRInteractive Brokers Group$50,845,626$11,714,104 ▼-18.7%287,8000.7%FinanceWHWyndham Hotels & Resorts$50,167,416$21,473,511 ▲74.8%497,7420.7%Consumer DiscretionaryTRMBTrimble$50,041,412$50,041,412 ▲New Holding708,2000.7%Industrial ProductsSAFTSafety Insurance Group$49,641,798$7,379,826 ▲17.5%602,4490.7%FinanceSAIASaia$48,284,594$2,887,961 ▼-5.6%105,9500.7%TransportationMLMMartin Marietta Materials$48,117,140$7,692,751 ▼-13.8%93,1600.7%ConstructionCSGPCoStar Group$47,892,708$4,680,554 ▼-8.9%668,9860.7%Computer and TechnologyINSMInsmed$47,249,871$13,843,555 ▲41.4%684,3840.7%MedicalCWANClearwater Analytics$46,803,402$3,500,682 ▲8.1%1,700,7050.7%Computer and TechnologyHLNEHamilton Lane$46,705,037$9,668,849 ▲26.1%315,4680.7%FinanceAPHAmphenol$46,468,509$63,027,264 ▼-57.6%669,0930.7%Computer and TechnologyESTCElastic$46,466,043$2,589,951 ▼-5.3%468,9750.7%Computer and TechnologyWBSWebster Financial$45,461,522$40,174,207 ▲759.8%823,2800.7%FinanceADUSAddus HomeCare$44,593,263$9,881,967 ▲28.5%355,7500.6%MedicalBOOTBoot Barn$43,973,297$25,220,490 ▲134.5%289,6410.6%Retail/WholesaleWSOWatsco$42,811,223$9,744,600 ▼-18.5%90,3400.6%ConstructionCUBECubeSmart$42,415,287$2,387,174 ▼-5.3%989,8550.6%FinanceNSANational Storage Affiliates Trust$42,109,821$11,959,619 ▲39.7%1,110,7840.6%FinanceRPMRPM International$42,050,340$2,387,364 ▼-5.4%341,7060.6%ConstructionGLBEGlobal-E Online$42,042,575$2,494,148 ▲6.3%770,9990.6%Retail/WholesaleTTEKTetra Tech$41,308,343$12,794,656 ▲44.9%1,036,8560.6%Industrial ProductsACVAACV Auctions$40,859,143$2,557,894 ▲6.7%1,891,6270.6%Retail/WholesaleWRBYWarby Parker$40,388,817$4,553,901 ▼-10.1%1,668,2700.6%Consumer StaplesSYNASynaptics$40,169,887$12,658,893 ▲46.0%526,3350.6%Computer and TechnologyBROBrown & Brown$39,978,781$2,260,253 ▼-5.4%391,8720.6%FinancePFGCPerformance Food Group$38,901,878$33,771,807 ▲658.3%460,1050.6%Retail/WholesaleAZEKAZEK$38,828,704$2,151,530 ▲5.9%817,9630.6%ConstructionQTWOQ2$37,814,205$3,137,764 ▲9.0%375,7000.6%Computer and TechnologyRGENRepligen$37,567,188$2,106,562 ▼-5.3%260,9920.5%MedicalFIXComfort Systems USA$37,328,306$3,076,131 ▼-7.6%88,0260.5%ConstructionERJEmbraer$36,546,521$12,258,676 ▲50.5%996,3610.5%AerospaceCPRTCopart$36,322,762$11,228,353 ▲44.7%632,9110.5%Business ServicesFRPTFreshpet$36,018,427$6,456,856 ▲21.8%243,1870.5%Consumer StaplesVCELVericel$34,711,906$2,307,044 ▲7.1%632,1600.5%MedicalEHCEncompass Health$34,682,135$16,453,076 ▼-32.2%375,5510.5%MedicalTTWOTake-Two Interactive Software$34,057,377$2,056,358 ▼-5.7%185,0140.5%Consumer DiscretionaryPCVXVaxcyte$33,860,325$11,830,080 ▲53.7%413,6370.5%MedicalKBRKBR$33,284,493$1,459,720 ▲4.6%574,5640.5%ConstructionXENEXenon Pharmaceuticals$33,274,920$2,765,834 ▲9.1%848,8500.5%MedicalAXONAxon Enterprise$33,240,318$33,240,318 ▲New Holding55,9300.5%AerospaceGFLGFL Environmental$31,502,697$7,326,607 ▼-18.9%707,2900.5%Business ServicesIOTSamsara$31,498,131$6,580,369 ▼-17.3%720,9460.5%Computer and TechnologyEXPOExponent$30,547,935$5,591,916 ▲22.4%342,8500.4%Business ServicesCRDOCredo Technology Group$30,118,952$28,638,114 ▼-48.7%448,1320.4%Computer and TechnologyPARPAR Technology$29,546,532$9,455,893 ▲47.1%406,5850.4%Business ServicesRBCRBC Bearings$29,133,245$2,029,665 ▲7.5%97,3900.4%Industrial ProductsINTAIntapp$28,436,733$6,502,571 ▼-18.6%443,7000.4%Computer and TechnologyITTITT$28,368,824$7,198,866 ▲34.0%198,5500.4%Multi-Sector ConglomeratesWSCWillScot Mobile Mini$27,694,760$2,993,307 ▼-9.8%827,9450.4%FinanceShowing largest 100 holdings. 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