13F-HR filed by TimesSquare Capital Management, LLC
TimesSquare Capital Management, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-06, with 148 holding rows worth $6,638,419,031.
- Accession
- 0001193125-26-040254
- Filer
- CIK 1313816
- Filed
- 2026-02-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A combination report, 148 entries on the cover page, a total value of $6,638,419,031 stated on the cover page (in dollars after the unit check, H1), rows summing to $6,638,419,031 with VALUE read as dollars as filed, 13F file number 028-11092. The quarter's positions are built on this report. The resolved quarter.
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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| JFROG LTD ORD SHS | M6191J100 | Stock | 2,495,193 | $155,849,755 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 250,641 | $153,339,657 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 423,026 | $142,877,032 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 140,279 | $127,143,274 | dollars as filed | |
| KARMAN HLDGS INC COMMON STOCK | 485924104 | Stock | 1,602,008 | $117,218,925 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 167,251 | $113,150,319 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 1,474,949 | $108,526,747 | dollars as filed | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 241,397 | $107,677,546 | dollars as filed | |
| TPG INC COM CL A | 872657101 | Stock | 1,684,070 | $107,511,029 | dollars as filed | |
| ESAB CORPORATION | 29605J106 | COM | 959,101 | $107,150,764 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 165,530 | $94,009,453 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 1,457,511 | $93,732,532 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 297,460 | $93,652,306 | dollars as filed | |
| SERVICETITAN INC SHS CL A | 81764X103 | Stock | 864,582 | $92,077,983 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 411,769 | $91,919,194 | dollars as filed | |
| ARGENX SE SPONSORED ADR | 04016X101 | ADR | 108,509 | $91,250,644 | dollars as filed | |
| CURTISS WRIGHT CORP COM | 231561101 | Stock | 164,677 | $90,781,490 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 463,761 | $90,150,501 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 218,039 | $87,499,051 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 948,115 | $86,477,569 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 399,081 | $85,818,378 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 490,506 | $85,367,664 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 523,205 | $83,315,164 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 365,304 | $81,714,852 | dollars as filed | |
| BJS WHSL CLUB HLDGS INC COM | 05550J101 | Stock | 865,901 | $77,957,067 | dollars as filed | |
| REGAL REXNORD CORPORATION | 758750103 | COM | 555,401 | $77,933,868 | dollars as filed | |
| PERFORMANCE FOOD GROUP CO COM | 71377A103 | Stock | 853,970 | $76,788,982 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 423,368 | $76,265,512 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 1,509,725 | $75,501,347 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 329,443 | $74,612,251 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 435,687 | $71,391,672 | dollars as filed | |
| STEVANATO GROUP S P A ORD SHS | T9224W109 | Stock | 3,500,321 | $70,426,459 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 365,994 | $68,832,492 | dollars as filed | |
| CBRE GROUP INC CL A | 12504L109 | Stock | 402,562 | $64,727,944 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 350,223 | $64,616,144 | dollars as filed | |
| LOAR HOLDINGS INC COM SHS | 53947R105 | Stock | 882,280 | $59,995,040 | dollars as filed | |
| GENIUS SPORTS LIMITED SHARES CL A | G3934V109 | Stock | 5,431,145 | $59,851,218 | dollars as filed | |
| CASELLA WASTE SYS INC | 147448104 | CL A | 597,810 | $58,549,511 | dollars as filed | |
| WYNDHAM HOTELS & RESORTS INC | 98311A105 | COM | 760,561 | $57,467,989 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 507,601 | $57,409,673 | dollars as filed | |
| EVERCORE INC CLASS A | 29977A105 | Stock | 168,674 | $57,391,329 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 91,094 | $56,720,590 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 1,271,294 | $55,097,882 | dollars as filed | |
| NETSKOPE INC CL A | 64119N608 | COMMON STOCK | 3,135,851 | $55,002,827 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 32,240 | $54,505,589 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 809,321 | $54,418,744 | dollars as filed | |
| TRIMBLE INC COM | 896239100 | Stock | 690,280 | $54,083,438 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 2,025,180 | $52,431,910 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 111,702 | $50,707,123 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 195,119 | $49,956,318 | dollars as filed | |
| ONESTREAM INC | 68278B107 | CL A | 2,668,307 | $49,043,483 | dollars as filed | |
| AMETEK INC COM | 031100100 | Stock | 236,650 | $48,586,612 | dollars as filed | |
| GFL ENVIRONMENTAL INC SUB VTG SHS | 36168Q104 | Stock | 1,125,123 | $48,324,033 | dollars as filed | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 639,662 | $48,256,101 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 51,220 | $47,803,114 | dollars as filed | |
| SAMSARA INC COM CL A | 79589L106 | Stock | 1,320,028 | $46,794,993 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 2,068,797 | $46,175,549 | dollars as filed | |
| VICTORY CAP HLDGS INC DEL COM CL A | 92645B103 | Stock | 731,214 | $46,132,291 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 209,653 | $45,989,482 | dollars as filed | |
| HAMILTON LANE INC | 407497106 | CL A | 328,286 | $44,092,093 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 325,015 | $43,922,527 | dollars as filed | |
| WORKIVA INC COM CL A | 98139A105 | Stock | 502,403 | $43,332,259 | dollars as filed | |
| MACOM TECH SOLUTIONS HLDGS INC COM | 55405Y100 | Stock | 246,866 | $42,283,208 | dollars as filed | |
| JAMES HARDIE INDS PLC ORD SHS | G4253H101 | Stock | 2,003,166 | $41,565,695 | dollars as filed | |
| RBC BEARINGS INC COM | 75524B104 | Stock | 90,579 | $40,618,341 | dollars as filed | |
| JBT MAREL CORPORATION | 477839104 | COM | 264,986 | $39,925,441 | dollars as filed | |
| ITT INC COM | 45073V108 | Stock | 226,700 | $39,334,717 | dollars as filed | |
| ADDUS HOMECARE CORP | 006739106 | COM | 355,337 | $38,159,640 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 264,181 | $38,013,004 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 233,111 | $36,798,902 | dollars as filed | |
| ENCOMPASS HEALTH CORP COM | 29261A100 | Stock | 346,288 | $36,755,008 | dollars as filed | |
| SITIME CORP COM | 82982T106 | Stock | 103,423 | $36,527,969 | dollars as filed | |
| BENTLEY SYS INC COM CL B | 08265T208 | Stock | 951,055 | $36,297,014 | dollars as filed | |
| CHEFS WHSE INC | 163086101 | COM | 548,853 | $34,210,007 | dollars as filed | |
| BROWN & BROWN INC COM | 115236101 | Stock | 409,702 | $32,653,249 | dollars as filed | |
| CASEYS GEN STORES INC | 147528103 | COM | 58,531 | $32,350,669 | dollars as filed | |
| BRAZE INC | 10576N102 | COM CL A | 937,020 | $32,130,416 | dollars as filed | |
| NICE LTD SPONSORED ADR | 653656108 | ADR | 282,632 | $31,948,721 | dollars as filed | |
| PIPER SANDLER COMPANIES | 724078100 | COM | 93,893 | $31,896,391 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 372,637 | $31,666,692 | dollars as filed | |
| GUARDIAN PHARMACY SVCS INC | 40145W101 | CL A | 1,048,136 | $31,538,412 | dollars as filed | |
| PERMIAN RESOURCES CORP CLASS A COM | 71424F105 | Stock | 2,241,995 | $31,455,190 | dollars as filed | |
| MIRUM PHARMACEUTICALS INC | 604749101 | COM | 395,827 | $31,266,375 | dollars as filed | |
| PURSUIT ATTRACTIONS AND HOSP | 92552R406 | COM | 927,024 | $31,222,168 | dollars as filed | |
| CLEARWATER ANALYTICS HLDGS I | 185123106 | CL A | 1,293,807 | $31,206,625 | dollars as filed | |
| APPLIED INDL TECHNOLOGIES INC COM | 03820C105 | Stock | 120,716 | $30,996,247 | dollars as filed | |
| WARBY PARKER INC | 93403J106 | CL A COM | 1,353,554 | $29,493,942 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 336,800 | $29,264,552 | dollars as filed | |
| AMPLITUDE INC COM CL A | 03213A104 | Stock | 2,513,383 | $29,104,975 | dollars as filed | |
| NEWAMSTERDAM PHARMA CO NV | N62509109 | COMMON STOCK | 822,300 | $28,846,284 | dollars as filed | |
| CONSTRUCTION PARTNERS INC | 21044C107 | COM CL A | 265,373 | $28,806,239 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 465,225 | $28,327,550 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 160,296 | $28,109,507 | dollars as filed | |
| PAYLOCITY HLDG CORP COM | 70438V106 | Stock | 182,047 | $27,762,168 | dollars as filed | |
| INTAPP INC | 45827U109 | COM | 602,236 | $27,594,454 | dollars as filed | |
| TARSUS PHARMACEUTICALS INC | 87650L103 | COMMON STOCK | 332,446 | $27,220,678 | dollars as filed | |
| OLLIES BARGAIN OUTLET HLDGS | 681116109 | COM | 246,235 | $26,989,818 | dollars as filed | |
| EXCELERATE ENERGY INC CL A COM | 30069T101 | Stock | 949,723 | $26,639,730 | dollars as filed | |
| Q2 HLDGS INC COM | 74736L109 | Stock | 368,010 | $26,555,602 | dollars as filed | |
| VALVOLINE INC COM | 92047W101 | Stock | 913,449 | $26,544,828 | dollars as filed | |
| EQUIFAX INC COM | 294429105 | Stock | 115,223 | $25,001,087 | dollars as filed | |
| KRYSTAL BIOTECH INC COM | 501147102 | Stock | 97,400 | $24,012,996 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 532,740 | $23,877,407 | dollars as filed | |
| PJT PARTNERS INC | 69343T107 | COM CL A | 142,496 | $23,825,331 | dollars as filed | |
| EMBRAER S.A. | 29082A107 | SPONSORED ADS | 362,131 | $23,310,372 | dollars as filed | |
| PAYMENTUS HOLDINGS INC | 70439P108 | COM CL A | 736,827 | $23,276,365 | dollars as filed | |
| HEXCEL CORP NEW | 428291108 | COM | 307,786 | $22,745,385 | dollars as filed | |
| VERICEL CORP | 92346J108 | COM | 631,256 | $22,731,529 | dollars as filed | |
| STEPSTONE GROUP INC | 85914M107 | COM CL A | 353,697 | $22,696,736 | dollars as filed | |
| MIRION TECHNOLOGIES INC | 60471A101 | COM CL A | 967,261 | $22,653,253 | dollars as filed | |
| PARSONS CORP DEL COM | 70202L102 | Stock | 353,430 | $21,841,974 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 286,531 | $21,750,568 | dollars as filed | |
| SAFETY INS GROUP INC | 78648T100 | COM | 271,930 | $21,186,066 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 521,118 | $20,485,149 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 84,304 | $20,105,661 | dollars as filed | |
| NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | 637870106 | REIT | 689,692 | $19,456,211 | dollars as filed | |
| URANIUM ENERGY CORP COM | 916896103 | Stock | 1,664,320 | $19,439,258 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 108,849 | $19,208,583 | dollars as filed | |
| UNIFIRST CORP MASS | 904708104 | COM | 99,338 | $19,162,300 | dollars as filed | |
| LEGENCE CORP | 52476L109 | CL A | 437,480 | $18,829,139 | dollars as filed | |
| CG ONCOLOGY INC | 156944100 | COMMON STOCK | 426,019 | $17,688,309 | dollars as filed | |
| ABIVAX SA- | 00370M103 | SPONSORED ADS | 129,384 | $17,448,079 | dollars as filed | |
| CERIBELL INC | 15678C102 | COMMON STOCK | 787,926 | $17,279,217 | dollars as filed | |
| MATADOR RES CO COM | 576485205 | Stock | 383,007 | $16,254,817 | dollars as filed | |
| MYR GROUP INC | 55405W104 | COM | 74,301 | $16,234,769 | dollars as filed | |
| VERTEX INC | 92538J106 | CL A | 766,222 | $15,301,453 | dollars as filed | |
| DISC MEDICINE INC COM | 254604101 | Stock | 187,777 | $14,911,372 | dollars as filed | |
| KYMERA THERAPEUTICS INC | 501575104 | COM | 189,900 | $14,776,119 | dollars as filed | |
| CARDINAL INFRASTRUCTURE GR A | 14154A102 | COMMON STOCK | 604,300 | $14,611,974 | dollars as filed | |
| BRIGHT HORIZONS FAM SOL IN DEL COM | 109194100 | Stock | 142,486 | $14,448,080 | dollars as filed | |
| MINERALYS THERAPEUTICS INC | 603170101 | COM | 380,100 | $13,793,829 | dollars as filed | |
| CELLEBRITE DI LTD ORDINARY SHARES | M2197Q107 | Stock | 715,992 | $12,909,336 | dollars as filed | |
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 252,462 | $12,784,676 | dollars as filed | |
| NEPTUNE INS HLDGS INC | 64073B103 | CL A | 420,434 | $12,259,855 | dollars as filed | |
| STERLING INFRASTRUCTURE INC COM | 859241101 | Stock | 39,340 | $12,047,088 | dollars as filed | |
| CACTUS INC | 127203107 | CL A | 250,349 | $11,435,942 | dollars as filed | |
| NOVA LTD COM | M7516K103 | Stock | 34,600 | $11,362,294 | dollars as filed | |
| AXOGEN INC | 05463X106 | COM | 336,847 | $11,025,002 | dollars as filed | |
| IRHYTHM HOLDINGS INC COM | 450056106 | Stock | 59,822 | $10,614,816 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 21,277 | $9,973,807 | dollars as filed | |
| SHOULDER INNOVATIONS INC | 82537J108 | COMMON STOCK | 289,850 | $4,144,855 | dollars as filed | |
| ARCOS DORADOS HLDGS INC | G0457F107 | SHS CLASS -A - | 549,322 | $4,032,023 | dollars as filed | |
| 2023 ETF SERIES TRUST | 900934837 | TIMESSQUARE QLTY | 100,000 | $1,977,500 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 6,770 | $1,587,430 | dollars as filed | |
| WEBSTER FINL CORP | 947890109 | COM | 15,485 | $974,626 | dollars as filed | |
| SAIA INC | 78709Y105 | COM | 2,510 | $819,565 | dollars as filed | |
| RENAISSANCERE HLDGS LTD COM | G7496G103 | Stock | 2,594 | $729,329 | dollars as filed | |
| WESCO INTL INC COM | 95082P105 | Stock | 40 | $9,786 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001193125-26-040254 | this filing | 2026-02-06 | acceptance time not in the bulk data set |