Filed: 11/7/2025ACC: 0001193125-25-270944
📋 What this filing means
TIMESSQUARE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 156 equity positions with a total reported market value of $6.99B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
156
Positions
$6.99B
Total AUM (reported)
90.14M
Total Shares
Allocation by class
COM$3.78B54.0%
COM CL A$726.59M10.4%
CL A$582.64M8.3%
ORD SHS$308.77M4.4%
COM NEW$287.46M4.1%
SHS$286.30M4.1%
CL A COM$180.10M2.6%
Portfolio Concentration
Top 3$447.34M6.4%
4–10$838.61M12.0%
11–25$1.46B20.8%
Rest$4.25B60.8%
Top 3 weight
6.4%
Top 10 weight
18.4%
Voting Authority Distribution
Total shares with voting rights: 90.14M
Sole
Full voting authority
75.36M
shares
% of voting shares83.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
14.78M
shares
% of voting shares16.4%
Investment Discretion (by position count)
Sole156
Shared0
Other0
Dominant voting typeSole · 83.6% of voting shares
Institutional Holdings156
Rows:
EMCOR GROUP INC
SOLEShares264.24K
TypeSH
Market value$171.63M
2.45%
Sole
201.04K
Shared
0.00
None
63.20K
CENCORA INC
SOLEShares443.60K
TypeSH
Market value$138.64M
1.98%
Sole
337.62K
Shared
0.00
None
105.98K
JFROG LTD
SOLEShares2.90M
TypeSH
Market value$137.07M
1.96%
Sole
2.39M
Shared
0.00
None
504.07K
MONOLITHIC PWR SYS INC
SOLEShares141.01K
TypeSH
Market value$129.82M
1.86%
Sole
107.30K
Shared
0.00
None
33.72K
VEEVA SYS INC
SOLEShares433.03K
TypeSH
Market value$129.01M
1.84%
Sole
330.63K
Shared
0.00
None
102.41K
IDEXX LABS INC
SOLEShares192.94K
TypeSH
Market value$123.27M
1.76%
Sole
143.81K
Shared
0.00
None
49.13K
CYBERARK SOFTWARE LTD
SOLEShares252.17K
TypeSH
Market value$121.84M
1.74%
Sole
192.60K
Shared
0.00
None
59.57K
CHENIERE ENERGY INC
SOLEShares490.31K
TypeSH
Market value$115.21M
1.65%
Sole
372.04K
Shared
0.00
None
118.27K
KARMAN HLDGS INC
SOLEShares1.55M
TypeSH
Market value$111.69M
1.60%
Sole
1.22M
Shared
0.00
None
323.30K
HUBSPOT INC
SOLEShares230.40K
TypeSH
Market value$107.78M
1.54%
Sole
175.58K
Shared
0.00
None
54.82K
OREILLY AUTOMOTIVE INC
SOLEShares993.18K
TypeSH
Market value$107.07M
1.53%
Sole
760.98K
Shared
0.00
None
232.20K
INTERACTIVE BROKERS GROUP IN
SOLEShares1.55M
TypeSH
Market value$106.34M
1.52%
Sole
1.16M
Shared
0.00
None
381.06K
LATTICE SEMICONDUCTOR CORP
SOLEShares1.43M
TypeSH
Market value$104.55M
1.50%
Sole
1.16M
Shared
0.00
None
266.65K
REGAL REXNORD CORPORATION
SOLEShares719.09K
TypeSH
Market value$103.15M
1.48%
Sole
596.35K
Shared
0.00
None
122.74K
BJS WHSL CLUB HLDGS INC
SOLEShares1.08M
TypeSH
Market value$101.12M
1.45%
Sole
900.77K
Shared
0.00
None
183.59K
TPG INC
SOLEShares1.71M
TypeSH
Market value$98.04M
1.40%
Sole
1.30M
Shared
0.00
None
407.01K
ROBINHOOD MKTS INC
SOLEShares681.37K
TypeSH
Market value$97.56M
1.40%
Sole
512.95K
Shared
0.00
None
168.43K
VERISK ANALYTICS INC
SOLEShares382.76K
TypeSH
Market value$96.27M
1.38%
Sole
292.11K
Shared
0.00
None
90.66K
FLUTTER ENTMT PLC
SOLEShares378.88K
TypeSH
Market value$96.24M
1.38%
Sole
288.48K
Shared
0.00
None
90.40K
DOORDASH INC
SOLEShares350.08K
TypeSH
Market value$95.22M
1.36%
Sole
265.20K
Shared
0.00
None
84.88K
CURTISS WRIGHT CORP
SOLEShares173.55K
TypeSH
Market value$94.23M
1.35%
Sole
131.71K
Shared
0.00
None
41.84K
ARGENX SE
SOLEShares127.53K
TypeSH
Market value$94.06M
1.35%
Sole
96.47K
Shared
0.00
None
31.07K
SERVICETITAN INC
SOLEShares905.70K
TypeSH
Market value$91.32M
1.31%
Sole
738.78K
Shared
0.00
None
166.92K
AXON ENTERPRISE INC
SOLEShares123.30K
TypeSH
Market value$88.49M
1.27%
Sole
93.38K
Shared
0.00
None
29.92K
STEVANATO GROUP S P A
SOLEShares3.27M
TypeSH
Market value$84.14M
1.20%
Sole
2.69M
Shared
0.00
None
581.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EMCOR GROUP INCSOLE | COM | 264.24K | SH | $171.63M 2.45% | 201.04K | 0.00 | 63.20K |
CENCORA INCSOLE | COM | 443.60K | SH | $138.64M 1.98% | 337.62K | 0.00 | 105.98K |
JFROG LTDSOLE | ORD SHS | 2.90M | SH | $137.07M 1.96% | 2.39M | 0.00 | 504.07K |
MONOLITHIC PWR SYS INCSOLE | COM | 141.01K | SH | $129.82M 1.86% | 107.30K | 0.00 | 33.72K |
VEEVA SYS INCSOLE | CL A COM | 433.03K | SH | $129.01M 1.84% | 330.63K | 0.00 | 102.41K |
IDEXX LABS INCSOLE | COM | 192.94K | SH | $123.27M 1.76% | 143.81K | 0.00 | 49.13K |
CYBERARK SOFTWARE LTDSOLE | SHS | 252.17K | SH | $121.84M 1.74% | 192.60K | 0.00 | 59.57K |
CHENIERE ENERGY INCSOLE | COM NEW | 490.31K | SH | $115.21M 1.65% | 372.04K | 0.00 | 118.27K |
KARMAN HLDGS INCSOLE | COMMON STOCK | 1.55M | SH | $111.69M 1.60% | 1.22M | 0.00 | 323.30K |
HUBSPOT INCSOLE | COM | 230.40K | SH | $107.78M 1.54% | 175.58K | 0.00 | 54.82K |
OREILLY AUTOMOTIVE INCSOLE | COM | 993.18K | SH | $107.07M 1.53% | 760.98K | 0.00 | 232.20K |
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 1.55M | SH | $106.34M 1.52% | 1.16M | 0.00 | 381.06K |
LATTICE SEMICONDUCTOR CORPSOLE | COM | 1.43M | SH | $104.55M 1.50% | 1.16M | 0.00 | 266.65K |
REGAL REXNORD CORPORATIONSOLE | COM | 719.09K | SH | $103.15M 1.48% | 596.35K | 0.00 | 122.74K |
BJS WHSL CLUB HLDGS INCSOLE | COM | 1.08M | SH | $101.12M 1.45% | 900.77K | 0.00 | 183.59K |
TPG INCSOLE | COM CL A | 1.71M | SH | $98.04M 1.40% | 1.30M | 0.00 | 407.01K |
ROBINHOOD MKTS INCSOLE | COM CL A | 681.37K | SH | $97.56M 1.40% | 512.95K | 0.00 | 168.43K |
VERISK ANALYTICS INCSOLE | COM | 382.76K | SH | $96.27M 1.38% | 292.11K | 0.00 | 90.66K |
FLUTTER ENTMT PLCSOLE | SHS | 378.88K | SH | $96.24M 1.38% | 288.48K | 0.00 | 90.40K |
DOORDASH INCSOLE | CL A | 350.08K | SH | $95.22M 1.36% | 265.20K | 0.00 | 84.88K |
CURTISS WRIGHT CORPSOLE | COM | 173.55K | SH | $94.23M 1.35% | 131.71K | 0.00 | 41.84K |
ARGENX SESOLE | SPONSORED ADR | 127.53K | SH | $94.06M 1.35% | 96.47K | 0.00 | 31.07K |
SERVICETITAN INCSOLE | SHS CL A | 905.70K | SH | $91.32M 1.31% | 738.78K | 0.00 | 166.92K |
AXON ENTERPRISE INCSOLE | COM | 123.30K | SH | $88.49M 1.27% | 93.38K | 0.00 | 29.92K |
STEVANATO GROUP S P ASOLE | ORD SHS | 3.27M | SH | $84.14M 1.20% | 2.69M | 0.00 | 581.68K |
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