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13F-HR filed by TimesSquare Capital Management, LLC

TimesSquare Capital Management, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-02, with 142 holding rows worth $6,209,841,851 by the sum of the rows.

Accession
0000950123-25-003971
Filed
2025-05-02
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A combination report, 142 entries on the cover page, a total value of $6,209,841 stated on the cover page (in dollars after the unit check, H1), rows summing to $6,209,841,851 with VALUE read as dollars as filed, 13F file number 028-11092. The quarter's positions are built on this report. The resolved quarter.

The cover page states a total of $6,209,841, about 1/1,000 of the sum of the rows, $6,209,841,851. The filer likely wrote its cover total in thousands and its rows in dollars. This page uses the sum of the rows.

Other managers

  • reports for this filerGuidestone Capital Management, LLC 028-10998
  • reports for this filerPGIM Investments LLC 028-19510
  • included managerGuideStone Capital Management, LLC 028-10998
  • included managerPGIM Investments LLC 028-19510

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
CYBERARK SOFTWARE LTD SHSM2682V108Stock457,199$154,533,262dollars as filed
CENCORA INC COM03073E105Stock466,298$129,672,811dollars as filed
HUBSPOTINC443573100STOK218,060$124,575,497dollars as filed
VERISK ANALYTICS INC COM92345Y106Stock401,405$119,466,156dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock504,005$116,626,757dollars as filed
JFROG LTD ORD SHSM6191J100Stock3,622,911$115,933,152dollars as filed
BJS WHSL CLUB HLDGS INC COM05550J101Stock968,850$110,545,785dollars as filed
EMCOR GROUP INC COM29084Q100Stock283,812$104,905,430dollars as filed
VEEVA SYS INC CL A COM922475108Stock444,943$103,062,147dollars as filed
SERVICETITAN INC SHS CL A81764X103Stock1,044,914$99,381,771dollars as filed
REGAL REXNORD CORPORATION758750103COM871,399$99,208,776dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock68,558$98,214,820dollars as filed
ESAB CORPORATION29605J106COM789,450$91,970,925dollars as filed
GARTNERINC366651107STOK217,809$91,423,150dollars as filed
TPG INC COM CL A872657101Stock1,845,646$87,538,990dollars as filed
APPLOVIN CORP COM CL A03831W108Stock321,375$85,154,734dollars as filed
CINTAS CORP COM172908105Stock410,322$84,333,481dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock145,302$84,272,254dollars as filed
IDEXX LABS INC COM45168D104Stock197,746$83,043,433dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock1,559,055$81,772,435dollars as filed
INSMED INC COM PAR $.01457669307Stock1,064,148$81,183,851dollars as filed
ALLSTATE CORP COM020002101Stock371,303$76,885,712dollars as filed
INSPIRE MED SYS INC COM457730109Stock476,217$75,851,844dollars as filed
ARGENX SE SPONSORED ADR04016X101ADR125,295$74,157,725dollars as filed
ROSS STORES INC COM778296103Stock579,512$74,055,838dollars as filed
LOAR HOLDINGS INC COM SHS53947R105Stock993,503$70,190,987dollars as filed
STEVANATO GROUP S P A ORD SHST9224W109Stock3,358,966$68,590,086dollars as filed
PINTEREST INC CL A72352L106Stock2,184,740$67,726,940dollars as filed
TRACTOR SUPPLY CO COM892356106Stock1,223,375$67,407,963dollars as filed
DOORDASH INC CL A25809K105Stock358,818$65,581,166dollars as filed
INTERACTIVE BROKERS GROUP INC COM CL A45841N107Stock392,250$64,952,678dollars as filed
AXONENTERPRISEINC05464C101STOK122,250$64,297,388dollars as filed
DYNATRACE INC COM NEW268150109Stock1,362,364$64,235,463dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM181,760$64,084,941dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock328,128$64,047,304dollars as filed
HEXCEL CORP NEW428291108COM1,166,489$63,876,938dollars as filed
CURTISS WRIGHT CORP COM231561101Stock199,012$63,140,537dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock106,532$61,936,639dollars as filed
ROBINHOOD MKTS INC770700102COM1,455,795$60,590,188dollars as filed
COSTAR GROUP INC COM22160N109Stock752,887$59,651,237dollars as filed
ONESTREAM INC68278B107CL A2,699,645$57,610,424dollars as filed
WYNDHAM HOTELS & RESORTS INC98311A105COM635,120$57,484,711dollars as filed
TARGA RES CORP COM87612G101Stock275,330$55,195,405dollars as filed
POOL CORP COM73278L105Stock173,218$55,143,950dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock211,885$54,746,846dollars as filed
PERFORMANCE FOOD GROUP CO COM71377A103Stock693,450$54,525,974dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock111,930$53,517,091dollars as filed
PERMIAN RESOURCES CORP CLASS A COM71424F105Stock3,756,031$52,021,029dollars as filed
CASELLA WASTE SYS INC147448104CL A454,739$50,707,946dollars as filed
RPM INTL INC COM749685103Stock431,086$49,868,028dollars as filed
AMPHENOL CORP NEW032095101COM755,438$49,549,178dollars as filed
TRIMBLE INC COM896239100Stock747,885$49,098,650dollars as filed
GFL ENVIRONMENTAL INC SUB VTG SHS36168Q104Stock1,014,099$48,991,123dollars as filed
NICE LTD SPONSORED ADR653656108ADR313,598$48,347,404dollars as filed
VICTORY CAP HLDGS INC DEL COM CL A92645B103Stock800,509$46,325,456dollars as filed
HAMILTON LANE INC407497106CL A309,541$46,019,460dollars as filed
ELASTIC N V ORD SHSN14506104Stock514,030$45,800,073dollars as filed
SAFETY INS GROUP INC78648T100COM574,795$45,339,830dollars as filed
RENAISSANCERE HLDGS LTD COMG7496G103Stock187,446$44,987,040dollars as filed
BROWN & BROWN INC COM115236101Stock358,962$44,654,873dollars as filed
BENTLEY SYS INC COM CL B08265T208Stock1,098,176$43,202,244dollars as filed
AMETEK INC COM031100100Stock240,667$41,428,417dollars as filed
SAIA INC78709Y105COM116,400$40,673,652dollars as filed
ENCOMPASS HEALTH CORP COM29261A100Stock397,641$40,273,080dollars as filed
FLOOR & DECOR HLDGS INC CL A339750101Stock499,707$40,211,422dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock192,139$39,820,808dollars as filed
AZEK CO INC05478C105CL A801,229$39,172,086dollars as filed
FAIR ISAAC CORP COM303250104Stock21,164$39,029,802dollars as filed
VERTEX INC92538J106CL A1,064,773$37,277,703dollars as filed
PAYLOCITY HLDG CORP COM70438V106Stock197,957$37,085,264dollars as filed
EQUIFAX INC COM294429105Stock150,483$36,651,639dollars as filed
WORKIVA INC COM CL A98139A105Stock472,851$35,894,119dollars as filed
ACV AUCTIONS INC00091G104COM CL A2,533,258$35,693,605dollars as filed
TETRA TECH INC NEW88162G103COM1,175,224$34,375,302dollars as filed
ADDUS HOMECARE CORP006739106COM345,840$34,200,118dollars as filed
MARVELL TECHNOLOGY INC573874104COM543,290$33,450,365dollars as filed
SAMSARA INC COM CL A79589L106Stock857,331$32,861,497dollars as filed
WATSCO INC COM942622200Stock63,075$32,061,023dollars as filed
NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN637870106REIT800,584$31,543,010dollars as filed
VERONA PHARMA PLC925050106SPONSORED ADS496,551$31,526,023dollars as filed
REPLIGEN CORP COM759916109Stock235,987$30,026,986dollars as filed
BOOT BARN HLDGS INC099406100COM279,284$30,003,480dollars as filed
CLEARWATER ANALYTICS HLDGS I185123106CL A1,102,500$29,547,000dollars as filed
VERICEL CORP92346J108COM652,465$29,112,988dollars as filed
Q2 HLDGS INC COM74736L109Stock354,035$28,326,340dollars as filed
PAR TECHNOLOGY CORP698884103COM453,925$27,843,760dollars as filed
KRYSTAL BIOTECH INC COM501147102Stock142,183$25,635,595dollars as filed
COMFORT SYS USA INC COM199908104Stock78,544$25,317,088dollars as filed
XENON PHARMACEUTICALS INC COM98420N105Stock745,551$25,013,236dollars as filed
RBC BEARINGS INC COM75524B104Stock76,619$24,653,696dollars as filed
WARBY PARKER INC93403J106CL A COM1,345,037$24,520,025dollars as filed
EXPONENT INC30214U102COM298,860$24,225,592dollars as filed
WILLSCOT HLDGS CORP971378104COM CL A869,030$24,159,034dollars as filed
ITT INC COM45073V108Stock186,288$24,060,958dollars as filed
CONSTRUCTION PARTNERS INC21044C107COM CL A330,880$23,780,346dollars as filed
INTAPP INC45827U109COM398,071$23,239,385dollars as filed
VALVOLINE INC COM92047W101Stock659,816$22,968,195dollars as filed
EMBRAER S.A.29082A107SPONSORED ADS474,472$21,920,606dollars as filed
BRIGHT HORIZONS FAM SOL IN DEL COM109194100Stock170,150$21,615,856dollars as filed
MACOM TECH SOLUTIONS HLDGS INC COM55405Y100Stock213,722$21,453,414dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW715,640$21,247,352dollars as filed
ONTO INNOVATION INC COM683344105Stock170,825$20,727,906dollars as filed
GLOBAL-E ONLINE LTD NPVM5216V106SHS558,100$19,896,265dollars as filed
MATADOR RES CO COM576485205Stock389,403$19,894,599dollars as filed
SYNAPTICS INC COM87157D109Stock301,410$19,205,845dollars as filed
MYR GROUP INC55405W104COM168,257$19,028,184dollars as filed
PJT PARTNERS INC69343T107COM CL A132,852$18,317,634dollars as filed
NEWAMSTERDAM PHARMA CO NVN62509109COMMON STOCK891,088$18,240,571dollars as filed
CHEFS WHSE INC163086101COM331,436$18,050,005dollars as filed
PAYMENTUS HOLDINGS INC70439P108COM CL A675,612$17,633,473dollars as filed
APPLIED INDL TECHNOLOGIES INC COM03820C105Stock78,215$17,624,968dollars as filed
MAGNOLIA OIL & GAS CORP559663109CL A679,321$17,159,648dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock426,900$17,144,304dollars as filed
JBT MAREL CORPORATION477839104COM136,696$16,704,251dollars as filed
FTAI AVIATION LTD SHSG3730V105Stock146,575$16,274,222dollars as filed
INFINITY NATURAL RESOUR CL A456941103COMMON STOCK862,971$16,180,706dollars as filed
CACTUS INC127203107CL A343,341$15,735,318dollars as filed
PURSUIT ATTRACTIONS AND HOSP92552R406COM426,328$15,087,748dollars as filed
KARMAN HLDGS INC COMMON STOCK485924104Stock445,569$14,890,916dollars as filed
SOLENO THERAPEUTICS INC834203309COM206,600$14,761,570dollars as filed
MERUS N VN5749R100COM343,705$14,466,543dollars as filed
BLOCK INC CL A852234103Stock261,265$14,194,527dollars as filed
INTEGRAL AD SCIENCE HLDNG CO45828L108COM1,719,863$13,862,096dollars as filed
EXCELERATE ENERGY INC CL A COM30069T101Stock478,093$13,711,707dollars as filed
KULICKE & SOFFA INDS INC501242101COM411,375$13,567,148dollars as filed
MVB FINANCIAL CORP553810102COMMON STOCK775,770$13,436,336dollars as filed
EVERFORTH INC COM00191U102Stock203,200$12,805,664dollars as filed
MEDIAALPHA INC58450V104CL A1,372,174$12,678,888dollars as filed
CG ONCOLOGY INC156944100COMMON STOCK517,258$12,667,648dollars as filed
FRESHPET INC COM358039105Stock141,800$11,793,506dollars as filed
VAXCYTE INC COM92243G108Stock281,863$10,643,147dollars as filed
CERIBELL INC15678C102COMMON STOCK536,829$10,312,485dollars as filed
ARCOS DORADOS HLDGS INCG0457F107SHS CLASS -A -1,097,240$8,843,754dollars as filed
NOVA LTD COMM7516K103Stock47,270$8,713,279dollars as filed
WEBSTER FINL CORP947890109COM70,650$3,642,008dollars as filed
CLEAN HARBORS INC COM184496107Stock9,670$1,905,957dollars as filed
WESCO INTL INC COM95082P105Stock10,800$1,677,240dollars as filed
BRUNSWICK CORP117043109COM26,430$1,423,256dollars as filed
HENRY JACK & ASSOC INC426281101COM6,950$1,269,070dollars as filed
ASTERA LABS INC COM04626A103COM20,520$1,224,428dollars as filed
PATRIA INVESTMENTS LIMITEDG69451105COM CL A59,000$666,110dollars as filed
VTEX SHS CL AG9470A102Stock130,400$661,128dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000950123-25-003971this filing2025-05-02acceptance time not in the bulk data set