TIMESSQUARE CAPITAL MANAGEMENT, LLC

PrivateCIK: 1313816

Location

NEW YORK, NY

158

Positions

$6.80B

Total AUM (reported)

73M

Total Shares

Allocation by class

COM$4.17B61.4%

COM CL A$511.77M7.5%

CL A$450.57M6.6%

ORD SHS$337.89M5.0%

COM NEW$239.90M3.5%

COM SHS$208.94M3.1%

CL A COM$146.30M2.2%

Portfolio Concentration

Top 3$510.45M7.5%

4–10$955.90M14.1%

11–25$1.40B20.6%

Rest$3.93B57.8%

Top 3 weight

7.5%

Top 10 weight

21.6%

Voting Authority Distribution

Total shares with voting rights: 73M

Sole

Full voting authority

61.78M

% of voting shares84.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

11.22M

% of voting shares15.4%

Investment Discretion (by position count)

Sole158

Shared0

Other0

Dominant voting typeSole · 84.6% of voting shares

Institutional Holdings158

Rows:

CARPENTER TECHNOLOGY CORP

SOLE

COM

Shares291.62K

TypeSH

Market value$179.88M

2.65%

Sole

223.03K

Shared

0.00

None

68.59K

LATTICE SEMICONDUCTOR CORP

SOLE

COM

Shares1.14M

TypeSH

Market value$173.63M

2.55%

Sole

912.87K

Shared

0.00

None

222.28K

EMCOR GROUP INC

SOLE

COM

Shares189.11K

TypeSH

Market value$156.94M

2.31%

Sole

144.55K

Shared

0.00

None

44.55K

MONOLITHIC PWR SYS INC

SOLE

COM

Shares110.82K

TypeSH

Market value$153.20M

2.25%

Sole

84.61K

Shared

0.00

None

26.22K

COMFORT SYS USA INC

SOLE

COM

Shares73.83K

TypeSH

Market value$146.34M

2.15%

Sole

56.28K

Shared

0.00

None

17.56K

JFROG LTD

SOLE

ORD SHS

Shares1.60M

TypeSH

Market value$145.23M

2.14%

Sole

1.29M

Shared

0.00

None

304.07K

SNOWFLAKE INC

SOLE

COM SHS

Shares527.20K

TypeSH

Market value$134.17M

1.97%

Sole

401.32K

Shared

0.00

None

125.88K

MKS INC.

SOLE

COM

Shares288.45K

TypeSH

Market value$128.30M

1.89%

Sole

218.98K

Shared

0.00

None

69.47K

CURTISS WRIGHT CORP

SOLE

COM

Shares164.53K

TypeSH

Market value$124.67M

1.83%

Sole

125.66K

Shared

0.00

None

38.87K

INTERACTIVE BROKERS GROUP IN

SOLE

COM CL A

Shares1.42M

TypeSH

Market value$123.99M

1.82%

Sole

1.09M

Shared

0.00

None

337.26K

CENCORA INC

SOLE

COM

Shares418.09K

TypeSH

Market value$118.31M

1.74%

Sole

319.45K

Shared

0.00

None

98.64K

AXON ENTERPRISE INC

SOLE

COM

Shares206.57K

TypeSH

Market value$115.81M

1.70%

Sole

156.95K

Shared

0.00

None

49.62K

REGAL REXNORD CORPORATION

SOLE

COM

Shares465.37K

TypeSH

Market value$110.85M

1.63%

Sole

380.04K

Shared

0.00

None

85.33K

PALO ALTO NETWORKS INC

SOLE

COM

Shares308.58K

TypeSH

Market value$105.23M

1.55%

Sole

236.28K

Shared

0.00

None

72.30K

MACOM TECH SOLUTIONS HLDGS I

SOLE

COM

Shares261.58K

TypeSH

Market value$99.50M

1.46%

Sole

216.28K

Shared

0.00

None

45.31K

PERFORMANCE FOOD GROUP CO

SOLE

COM

Shares842.98K

TypeSH

Market value$94.24M

1.39%

Sole

651.73K

Shared

0.00

None

191.25K

TARGA RES CORP

SOLE

COM

Shares344.62K

TypeSH

Market value$92.41M

1.36%

Sole

261.53K

Shared

0.00

None

83.09K

ROSS STORES INC

SOLE

COM

Shares416.19K

TypeSH

Market value$88.59M

1.30%

Sole

315.78K

Shared

0.00

None

100.42K

OREILLY AUTOMOTIVE INC

SOLE

COM

Shares937.72K

TypeSH

Market value$86.35M

1.27%

Sole

721.05K

Shared

0.00

None

216.68K

IDEXX LABS INC

SOLE

COM

Shares163.46K

TypeSH

Market value$86.05M

1.27%

Sole

123.92K

Shared

0.00

None

39.54K

ASTERA LABS INC

SOLE

COM

Shares175.87K

TypeSH

Market value$84.95M

1.25%

Sole

132.66K

Shared

0.00

None

43.21K

CHENIERE ENERGY INC

SOLE

COM NEW

Shares349.28K

TypeSH

Market value$83.48M

1.23%

Sole

267.18K

Shared

0.00

None

82.10K

ONTO INNOVATION INC

SOLE

COM

Shares217.11K

TypeSH

Market value$82.17M

1.21%

Sole

187.87K

Shared

0.00

None

29.25K

INSMED INC

SOLE

COM PAR $.01

Shares728.10K

TypeSH

Market value$77.63M

1.14%

Sole

552K

Shared

0.00

None

176.10K

ARGENX SE

SOLE

SPONSORED ADR

Shares83.11K

TypeSH

Market value$77.11M

1.13%

Sole

63.11K

Shared

0.00

None

20K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
CARPENTER TECHNOLOGY CORPSOLE	COM	291.62K	SH	$179.88M 2.65%	223.03K	68.59K
LATTICE SEMICONDUCTOR CORPSOLE	COM	1.14M	SH	$173.63M 2.55%	912.87K	222.28K
EMCOR GROUP INCSOLE	COM	189.11K	SH	$156.94M 2.31%	144.55K	44.55K
MONOLITHIC PWR SYS INCSOLE	COM	110.82K	SH	$153.20M 2.25%	84.61K	26.22K
COMFORT SYS USA INCSOLE	COM	73.83K	SH	$146.34M 2.15%	56.28K	17.56K
JFROG LTDSOLE	ORD SHS	1.60M	SH	$145.23M 2.14%	1.29M	304.07K
SNOWFLAKE INCSOLE	COM SHS	527.20K	SH	$134.17M 1.97%	401.32K	125.88K
MKS INC.SOLE	COM	288.45K	SH	$128.30M 1.89%	218.98K	69.47K
CURTISS WRIGHT CORPSOLE	COM	164.53K	SH	$124.67M 1.83%	125.66K	38.87K
INTERACTIVE BROKERS GROUP INSOLE	COM CL A	1.42M	SH	$123.99M 1.82%	1.09M	337.26K
CENCORA INCSOLE	COM	418.09K	SH	$118.31M 1.74%	319.45K	98.64K
AXON ENTERPRISE INCSOLE	COM	206.57K	SH	$115.81M 1.70%	156.95K	49.62K
REGAL REXNORD CORPORATIONSOLE	COM	465.37K	SH	$110.85M 1.63%	380.04K	85.33K
PALO ALTO NETWORKS INCSOLE	COM	308.58K	SH	$105.23M 1.55%	236.28K	72.30K
MACOM TECH SOLUTIONS HLDGS ISOLE	COM	261.58K	SH	$99.50M 1.46%	216.28K	45.31K
PERFORMANCE FOOD GROUP COSOLE	COM	842.98K	SH	$94.24M 1.39%	651.73K	191.25K
TARGA RES CORPSOLE	COM	344.62K	SH	$92.41M 1.36%	261.53K	83.09K
ROSS STORES INCSOLE	COM	416.19K	SH	$88.59M 1.30%	315.78K	100.42K
OREILLY AUTOMOTIVE INCSOLE	COM	937.72K	SH	$86.35M 1.27%	721.05K	216.68K
IDEXX LABS INCSOLE	COM	163.46K	SH	$86.05M 1.27%	123.92K	39.54K
ASTERA LABS INCSOLE	COM	175.87K	SH	$84.95M 1.25%	132.66K	43.21K
CHENIERE ENERGY INCSOLE	COM NEW	349.28K	SH	$83.48M 1.23%	267.18K	82.10K
ONTO INNOVATION INCSOLE	COM	217.11K	SH	$82.17M 1.21%	187.87K	29.25K
INSMED INCSOLE	COM PAR $.01	728.10K	SH	$77.63M 1.14%	552K	176.10K
ARGENX SESOLE	SPONSORED ADR	83.11K	SH	$77.11M 1.13%	63.11K	20K

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