Filed: 2/6/2026ACC: 0001193125-26-040254
📋 What this filing means
TIMESSQUARE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 148 equity positions with a total reported market value of $6.64B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
148
Positions
$6.64B
Total AUM (reported)
92.09M
Total Shares
Allocation by class
COM$3.52B53.0%
CL A$628.65M9.5%
COM CL A$606.67M9.1%
ORD SHS$316.10M4.8%
SHS$260.16M3.9%
COM NEW$250.31M3.8%
CL A COM$148.05M2.2%
Portfolio Concentration
Top 3$452.07M6.8%
4–10$788.38M11.9%
11–25$1.33B20.0%
Rest$4.07B61.3%
Top 3 weight
6.8%
Top 10 weight
18.7%
Voting Authority Distribution
Total shares with voting rights: 92.09M
Sole
Full voting authority
77.03M
shares
% of voting shares83.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
15.06M
shares
% of voting shares16.3%
Investment Discretion (by position count)
Sole148
Shared0
Other0
Dominant voting typeSole · 83.7% of voting shares
Institutional Holdings148
Rows:
JFROG LTD
SOLEShares2.50M
TypeSH
Market value$155.85M
2.35%
Sole
2.03M
Shared
0.00
None
465.17K
EMCOR GROUP INC
SOLEShares250.64K
TypeSH
Market value$153.34M
2.31%
Sole
188.12K
Shared
0.00
None
62.52K
CENCORA INC
SOLEShares423.03K
TypeSH
Market value$142.88M
2.15%
Sole
317.81K
Shared
0.00
None
105.22K
MONOLITHIC PWR SYS INC
SOLEShares140.28K
TypeSH
Market value$127.14M
1.92%
Sole
105.45K
Shared
0.00
None
34.83K
KARMAN HLDGS INC
SOLEShares1.60M
TypeSH
Market value$117.22M
1.77%
Sole
1.27M
Shared
0.00
None
336.28K
IDEXX LABS INC
SOLEShares167.25K
TypeSH
Market value$113.15M
1.70%
Sole
125.13K
Shared
0.00
None
42.12K
LATTICE SEMICONDUCTOR CORP
SOLEShares1.47M
TypeSH
Market value$108.53M
1.63%
Sole
1.20M
Shared
0.00
None
279.36K
CYBERARK SOFTWARE LTD
SOLEShares241.40K
TypeSH
Market value$107.68M
1.62%
Sole
182.01K
Shared
0.00
None
59.39K
TPG INC
SOLEShares1.68M
TypeSH
Market value$107.51M
1.62%
Sole
1.26M
Shared
0.00
None
419.93K
ESAB CORPORATION
SOLEShares959.10K
TypeSH
Market value$107.15M
1.61%
Sole
799.73K
Shared
0.00
None
159.37K
AXON ENTERPRISE INC
SOLEShares165.53K
TypeSH
Market value$94.01M
1.42%
Sole
123.49K
Shared
0.00
None
42.04K
INTERACTIVE BROKERS GROUP IN
SOLEShares1.46M
TypeSH
Market value$93.73M
1.41%
Sole
1.09M
Shared
0.00
None
365.93K
CARPENTER TECHNOLOGY CORP
SOLEShares297.46K
TypeSH
Market value$93.65M
1.41%
Sole
224.12K
Shared
0.00
None
73.34K
SERVICETITAN INC
SOLEShares864.58K
TypeSH
Market value$92.08M
1.39%
Sole
701.65K
Shared
0.00
None
162.93K
VEEVA SYS INC
SOLEShares411.77K
TypeSH
Market value$91.92M
1.38%
Sole
309.95K
Shared
0.00
None
101.81K
ARGENX SE
SOLEShares108.51K
TypeSH
Market value$91.25M
1.37%
Sole
81.02K
Shared
0.00
None
27.48K
CURTISS WRIGHT CORP
SOLEShares164.68K
TypeSH
Market value$90.78M
1.37%
Sole
123.15K
Shared
0.00
None
41.53K
CHENIERE ENERGY INC
SOLEShares463.76K
TypeSH
Market value$90.15M
1.36%
Sole
348.74K
Shared
0.00
None
115.02K
HUBSPOT INC
SOLEShares218.04K
TypeSH
Market value$87.50M
1.32%
Sole
163.51K
Shared
0.00
None
54.53K
OREILLY AUTOMOTIVE INC
SOLEShares948.12K
TypeSH
Market value$86.48M
1.30%
Sole
716.92K
Shared
0.00
None
231.19K
FLUTTER ENTMT PLC
SOLEShares399.08K
TypeSH
Market value$85.82M
1.29%
Sole
301.38K
Shared
0.00
None
97.70K
INSMED INC
SOLEShares490.51K
TypeSH
Market value$85.37M
1.29%
Sole
366.59K
Shared
0.00
None
123.92K
NRG ENERGY INC
SOLEShares523.21K
TypeSH
Market value$83.32M
1.26%
Sole
390.30K
Shared
0.00
None
132.91K
VERISK ANALYTICS INC
SOLEShares365.30K
TypeSH
Market value$81.71M
1.23%
Sole
275.18K
Shared
0.00
None
90.13K
BJS WHSL CLUB HLDGS INC
SOLEShares865.90K
TypeSH
Market value$77.96M
1.17%
Sole
718.72K
Shared
0.00
None
147.18K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JFROG LTDSOLE | ORD SHS | 2.50M | SH | $155.85M 2.35% | 2.03M | 0.00 | 465.17K |
EMCOR GROUP INCSOLE | COM | 250.64K | SH | $153.34M 2.31% | 188.12K | 0.00 | 62.52K |
CENCORA INCSOLE | COM | 423.03K | SH | $142.88M 2.15% | 317.81K | 0.00 | 105.22K |
MONOLITHIC PWR SYS INCSOLE | COM | 140.28K | SH | $127.14M 1.92% | 105.45K | 0.00 | 34.83K |
KARMAN HLDGS INCSOLE | COMMON STOCK | 1.60M | SH | $117.22M 1.77% | 1.27M | 0.00 | 336.28K |
IDEXX LABS INCSOLE | COM | 167.25K | SH | $113.15M 1.70% | 125.13K | 0.00 | 42.12K |
LATTICE SEMICONDUCTOR CORPSOLE | COM | 1.47M | SH | $108.53M 1.63% | 1.20M | 0.00 | 279.36K |
CYBERARK SOFTWARE LTDSOLE | SHS | 241.40K | SH | $107.68M 1.62% | 182.01K | 0.00 | 59.39K |
TPG INCSOLE | COM CL A | 1.68M | SH | $107.51M 1.62% | 1.26M | 0.00 | 419.93K |
ESAB CORPORATIONSOLE | COM | 959.10K | SH | $107.15M 1.61% | 799.73K | 0.00 | 159.37K |
AXON ENTERPRISE INCSOLE | COM | 165.53K | SH | $94.01M 1.42% | 123.49K | 0.00 | 42.04K |
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 1.46M | SH | $93.73M 1.41% | 1.09M | 0.00 | 365.93K |
CARPENTER TECHNOLOGY CORPSOLE | COM | 297.46K | SH | $93.65M 1.41% | 224.12K | 0.00 | 73.34K |
SERVICETITAN INCSOLE | SHS CL A | 864.58K | SH | $92.08M 1.39% | 701.65K | 0.00 | 162.93K |
VEEVA SYS INCSOLE | CL A COM | 411.77K | SH | $91.92M 1.38% | 309.95K | 0.00 | 101.81K |
ARGENX SESOLE | SPONSORED ADR | 108.51K | SH | $91.25M 1.37% | 81.02K | 0.00 | 27.48K |
CURTISS WRIGHT CORPSOLE | COM | 164.68K | SH | $90.78M 1.37% | 123.15K | 0.00 | 41.53K |
CHENIERE ENERGY INCSOLE | COM NEW | 463.76K | SH | $90.15M 1.36% | 348.74K | 0.00 | 115.02K |
HUBSPOT INCSOLE | COM | 218.04K | SH | $87.50M 1.32% | 163.51K | 0.00 | 54.53K |
OREILLY AUTOMOTIVE INCSOLE | COM | 948.12K | SH | $86.48M 1.30% | 716.92K | 0.00 | 231.19K |
FLUTTER ENTMT PLCSOLE | SHS | 399.08K | SH | $85.82M 1.29% | 301.38K | 0.00 | 97.70K |
INSMED INCSOLE | COM PAR $.01 | 490.51K | SH | $85.37M 1.29% | 366.59K | 0.00 | 123.92K |
NRG ENERGY INCSOLE | COM NEW | 523.21K | SH | $83.32M 1.26% | 390.30K | 0.00 | 132.91K |
VERISK ANALYTICS INCSOLE | COM | 365.30K | SH | $81.71M 1.23% | 275.18K | 0.00 | 90.13K |
BJS WHSL CLUB HLDGS INCSOLE | COM | 865.90K | SH | $77.96M 1.17% | 718.72K | 0.00 | 147.18K |
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