Filed: 8/8/2025ACC: 0000950123-25-007295
📋 What this filing means
TIMESSQUARE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 145 equity positions with a total reported market value of $6.93B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
145
Positions
$6.93B
Total AUM (reported)
83.31M
Total Shares
Allocation by class
COM$3.99B57.6%
COM CL A$677.49M9.8%
CL A$636.36M9.2%
ORD SHS$284.20M4.1%
COM NEW$233.31M3.4%
SHS$190.27M2.7%
CL A COM$175.55M2.5%
Portfolio Concentration
Top 3$438.97M6.3%
4–10$881.45M12.7%
11–25$1.42B20.5%
Rest$4.20B60.5%
Top 3 weight
6.3%
Top 10 weight
19.0%
Voting Authority Distribution
Total shares with voting rights: 83.31M
Sole
Full voting authority
69.85M
shares
% of voting shares83.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
13.47M
shares
% of voting shares16.2%
Investment Discretion (by position count)
Sole145
Shared0
Other0
Dominant voting typeSole · 83.8% of voting shares
Institutional Holdings145
Rows:
EMCOR GROUP INC
SOLEShares280.48K
TypeSH
Market value$150.03M
2.16%
Sole
215.99K
Shared
0.00
None
64.50K
JFROG LTD
SOLEShares3.40M
TypeSH
Market value$149.25M
2.15%
Sole
2.82M
Shared
0.00
None
585.52K
CENCORA INC
SOLEShares465.89K
TypeSH
Market value$139.70M
2.01%
Sole
357.71K
Shared
0.00
None
108.19K
HUBSPOT INC
SOLEShares239.60K
TypeSH
Market value$133.37M
1.92%
Sole
183.68K
Shared
0.00
None
55.92K
VEEVA SYS INC
SOLEShares452.76K
TypeSH
Market value$130.39M
1.88%
Sole
348.15K
Shared
0.00
None
104.61K
BJS WHSL CLUB HLDGS INC
SOLEShares1.17M
TypeSH
Market value$126.28M
1.82%
Sole
990.40K
Shared
0.00
None
180.69K
CHENIERE ENERGY INC
SOLEShares512.68K
TypeSH
Market value$124.85M
1.80%
Sole
391.91K
Shared
0.00
None
120.77K
CYBERARK SOFTWARE LTD
SOLEShares305.45K
TypeSH
Market value$124.28M
1.79%
Sole
241.08K
Shared
0.00
None
64.37K
REGAL REXNORD CORPORATION
SOLEShares851.81K
TypeSH
Market value$123.48M
1.78%
Sole
710.62K
Shared
0.00
None
141.19K
VERISK ANALYTICS INC
SOLEShares381.40K
TypeSH
Market value$118.81M
1.71%
Sole
293.31K
Shared
0.00
None
88.09K
MONOLITHIC PWR SYS INC
SOLEShares147.91K
TypeSH
Market value$108.18M
1.56%
Sole
113.49K
Shared
0.00
None
34.41K
IDEXX LABS INC
SOLEShares201.28K
TypeSH
Market value$107.95M
1.56%
Sole
151.15K
Shared
0.00
None
50.13K
AXON ENTERPRISE INC
SOLEShares128.71K
TypeSH
Market value$106.57M
1.54%
Sole
98.19K
Shared
0.00
None
30.52K
TPG INC
SOLEShares1.87M
TypeSH
Market value$98.11M
1.41%
Sole
1.43M
Shared
0.00
None
437.70K
ROBINHOOD MKTS INC
SOLEShares1.03M
TypeSH
Market value$96.56M
1.39%
Sole
786.24K
Shared
0.00
None
245.01K
OREILLY AUTOMOTIVE INC
SOLEShares1.04M
TypeSH
Market value$94.09M
1.36%
Sole
806.36K
Shared
0.00
None
237.60K
SERVICETITAN INC
SOLEShares850.45K
TypeSH
Market value$91.15M
1.31%
Sole
696.60K
Shared
0.00
None
153.85K
APPLOVIN CORP
SOLEShares259.66K
TypeSH
Market value$90.90M
1.31%
Sole
197.96K
Shared
0.00
None
61.70K
CINTAS CORP
SOLEShares407.80K
TypeSH
Market value$90.89M
1.31%
Sole
313.76K
Shared
0.00
None
94.05K
DOORDASH INC
SOLEShares365.56K
TypeSH
Market value$90.11M
1.30%
Sole
278.88K
Shared
0.00
None
86.68K
ESAB CORPORATION
SOLEShares747.04K
TypeSH
Market value$90.06M
1.30%
Sole
629.01K
Shared
0.00
None
118.03K
GARTNER INC
SOLEShares221.88K
TypeSH
Market value$89.69M
1.29%
Sole
170.56K
Shared
0.00
None
51.33K
INTERACTIVE BROKERS GROUP IN
SOLEShares1.59M
TypeSH
Market value$88.12M
1.27%
Sole
1.20M
Shared
0.00
None
388.76K
CURTISS WRIGHT CORP
SOLEShares180.17K
TypeSH
Market value$88.02M
1.27%
Sole
137.43K
Shared
0.00
None
42.74K
INSMED INC
SOLEShares873.49K
TypeSH
Market value$87.91M
1.27%
Sole
731.86K
Shared
0.00
None
141.63K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EMCOR GROUP INCSOLE | COM | 280.48K | SH | $150.03M 2.16% | 215.99K | 0.00 | 64.50K |
JFROG LTDSOLE | ORD SHS | 3.40M | SH | $149.25M 2.15% | 2.82M | 0.00 | 585.52K |
CENCORA INCSOLE | COM | 465.89K | SH | $139.70M 2.01% | 357.71K | 0.00 | 108.19K |
HUBSPOT INCSOLE | COM | 239.60K | SH | $133.37M 1.92% | 183.68K | 0.00 | 55.92K |
VEEVA SYS INCSOLE | CL A COM | 452.76K | SH | $130.39M 1.88% | 348.15K | 0.00 | 104.61K |
BJS WHSL CLUB HLDGS INCSOLE | COM | 1.17M | SH | $126.28M 1.82% | 990.40K | 0.00 | 180.69K |
CHENIERE ENERGY INCSOLE | COM NEW | 512.68K | SH | $124.85M 1.80% | 391.91K | 0.00 | 120.77K |
CYBERARK SOFTWARE LTDSOLE | SHS | 305.45K | SH | $124.28M 1.79% | 241.08K | 0.00 | 64.37K |
REGAL REXNORD CORPORATIONSOLE | COM | 851.81K | SH | $123.48M 1.78% | 710.62K | 0.00 | 141.19K |
VERISK ANALYTICS INCSOLE | COM | 381.40K | SH | $118.81M 1.71% | 293.31K | 0.00 | 88.09K |
MONOLITHIC PWR SYS INCSOLE | COM | 147.91K | SH | $108.18M 1.56% | 113.49K | 0.00 | 34.41K |
IDEXX LABS INCSOLE | COM | 201.28K | SH | $107.95M 1.56% | 151.15K | 0.00 | 50.13K |
AXON ENTERPRISE INCSOLE | COM | 128.71K | SH | $106.57M 1.54% | 98.19K | 0.00 | 30.52K |
TPG INCSOLE | COM CL A | 1.87M | SH | $98.11M 1.41% | 1.43M | 0.00 | 437.70K |
ROBINHOOD MKTS INCSOLE | COM CL A | 1.03M | SH | $96.56M 1.39% | 786.24K | 0.00 | 245.01K |
OREILLY AUTOMOTIVE INCSOLE | COM | 1.04M | SH | $94.09M 1.36% | 806.36K | 0.00 | 237.60K |
SERVICETITAN INCSOLE | SHS CL A | 850.45K | SH | $91.15M 1.31% | 696.60K | 0.00 | 153.85K |
APPLOVIN CORPSOLE | COM CL A | 259.66K | SH | $90.90M 1.31% | 197.96K | 0.00 | 61.70K |
CINTAS CORPSOLE | COM | 407.80K | SH | $90.89M 1.31% | 313.76K | 0.00 | 94.05K |
DOORDASH INCSOLE | CL A | 365.56K | SH | $90.11M 1.30% | 278.88K | 0.00 | 86.68K |
ESAB CORPORATIONSOLE | COM | 747.04K | SH | $90.06M 1.30% | 629.01K | 0.00 | 118.03K |
GARTNER INCSOLE | COM | 221.88K | SH | $89.69M 1.29% | 170.56K | 0.00 | 51.33K |
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 1.59M | SH | $88.12M 1.27% | 1.20M | 0.00 | 388.76K |
CURTISS WRIGHT CORPSOLE | COM | 180.17K | SH | $88.02M 1.27% | 137.43K | 0.00 | 42.74K |
INSMED INCSOLE | COM PAR $.01 | 873.49K | SH | $87.91M 1.27% | 731.86K | 0.00 | 141.63K |
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