TIMESSQUARE CAPITAL MANAGEMENT, LLC

PrivateCIK: 1313816

Location

NEW YORK, NY

151

Positions

$5.89B

Total AUM (reported)

80.67M

Total Shares

Allocation by class

COM$3.58B60.7%

COM CL A$480.99M8.2%

CL A$405.50M6.9%

COM NEW$277.09M4.7%

ORD SHS$214.21M3.6%

CL A COM$113.54M1.9%

COMMON STOCK$105.98M1.8%

Portfolio Concentration

Top 3$440.81M7.5%

4–10$765.72M13.0%

11–25$1.24B21.0%

Rest$3.45B58.5%

Top 3 weight

7.5%

Top 10 weight

20.5%

Voting Authority Distribution

Total shares with voting rights: 80.67M

Sole

Full voting authority

68.40M

% of voting shares84.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

12.28M

% of voting shares15.2%

Investment Discretion (by position count)

Sole151

Shared0

Other0

Dominant voting typeSole · 84.8% of voting shares

Institutional Holdings151

Rows:

EMCOR GROUP INC

SOLE

COM

Shares211.86K

TypeSH

Market value$156.42M

2.65%

Sole

158.34K

Shared

0.00

None

53.52K

MONOLITHIC PWR SYS INC

SOLE

COM

Shares138.84K

TypeSH

Market value$151.80M

2.58%

Sole

105.72K

Shared

0.00

None

33.12K

CENCORA INC

SOLE

COM

Shares422.07K

TypeSH

Market value$132.59M

2.25%

Sole

322K

Shared

0.00

None

100.06K

LATTICE SEMICONDUCTOR CORP

SOLE

COM

Shares1.37M

TypeSH

Market value$127.13M

2.16%

Sole

1.11M

Shared

0.00

None

257.32K

CARPENTER TECHNOLOGY CORP

SOLE

COM

Shares293.28K

TypeSH

Market value$115.60M

1.96%

Sole

223.68K

Shared

0.00

None

69.60K

CURTISS WRIGHT CORP

SOLE

COM

Shares164.49K

TypeSH

Market value$112.04M

1.90%

Sole

125.08K

Shared

0.00

None

39.42K

CHENIERE ENERGY INC

SOLE

COM NEW

Shares384.90K

TypeSH

Market value$109.22M

1.85%

Sole

292.70K

Shared

0.00

None

92.20K

COMFORT SYS USA INC

SOLE

COM

Shares73.97K

TypeSH

Market value$102.00M

1.73%

Sole

56.18K

Shared

0.00

None

17.79K

KARMAN HLDGS INC

SOLE

COMMON STOCK

Shares1.27M

TypeSH

Market value$101.29M

1.72%

Sole

Shared

0.00

None

264.99K

JFROG LTD

SOLE

ORD SHS

Shares2.10M

TypeSH

Market value$98.44M

1.67%

Sole

1.68M

Shared

0.00

None

415.29K

INTERACTIVE BROKERS GROUP IN

SOLE

COM CL A

Shares1.45M

TypeSH

Market value$97.31M

1.65%

Sole

1.10M

Shared

0.00

None

347.74K

INSMED INC

SOLE

COM PAR $.01

Shares584.80K

TypeSH

Market value$95.63M

1.62%

Sole

441.57K

Shared

0.00

None

143.23K

IDEXX LABS INC

SOLE

COM

Shares163.76K

TypeSH

Market value$92.02M

1.56%

Sole

123.67K

Shared

0.00

None

40.10K

ROSS STORES INC

SOLE

COM

Shares416.39K

TypeSH

Market value$90.20M

1.53%

Sole

314.56K

Shared

0.00

None

101.83K

REGAL REXNORD CORPORATION

SOLE

COM

Shares470.33K

TypeSH

Market value$88.07M

1.49%

Sole

384.30K

Shared

0.00

None

86.03K

AXON ENTERPRISE INC

SOLE

COM

Shares205.88K

TypeSH

Market value$87.44M

1.48%

Sole

155.57K

Shared

0.00

None

50.31K

TARGA RES CORP

SOLE

COM

Shares344.87K

TypeSH

Market value$86.47M

1.47%

Sole

260.62K

Shared

0.00

None

84.25K

OREILLY AUTOMOTIVE INC

SOLE

COM

Shares935.99K

TypeSH

Market value$86.40M

1.47%

Sole

716.20K

Shared

0.00

None

219.78K

PALO ALTO NETWORKS INC

SOLE

COM

Shares530.35K

TypeSH

Market value$85.03M

1.44%

Sole

406.02K

Shared

0.00

None

124.33K

MACOM TECH SOLUTIONS HLDGS I

SOLE

COM

Shares341.23K

TypeSH

Market value$75.78M

1.29%

Sole

290.53K

Shared

0.00

None

50.70K

NRG ENERGY INC

SOLE

COM NEW

Shares514.85K

TypeSH

Market value$75.24M

1.28%

Sole

388.90K

Shared

0.00

None

125.95K

VEEVA SYS INC

SOLE

CL A COM

Shares407.14K

TypeSH

Market value$71.52M

1.21%

Sole

310.38K

Shared

0.00

None

96.77K

PERFORMANCE FOOD GROUP CO

SOLE

COM

Shares832.49K

TypeSH

Market value$71.31M

1.21%

Sole

638.49K

Shared

0.00

None

194K

BJS WHSL CLUB HLDGS INC

SOLE

COM

Shares709.19K

TypeSH

Market value$69.80M

1.18%

Sole

588.97K

Shared

0.00

None

120.22K

MKS INC.

SOLE

COM

Shares288.17K

TypeSH

Market value$66.22M

1.12%

Sole

217.78K

Shared

0.00

None

70.38K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
EMCOR GROUP INCSOLE	COM	211.86K	SH	$156.42M 2.65%	158.34K	53.52K
MONOLITHIC PWR SYS INCSOLE	COM	138.84K	SH	$151.80M 2.58%	105.72K	33.12K
CENCORA INCSOLE	COM	422.07K	SH	$132.59M 2.25%	322K	100.06K
LATTICE SEMICONDUCTOR CORPSOLE	COM	1.37M	SH	$127.13M 2.16%	1.11M	257.32K
CARPENTER TECHNOLOGY CORPSOLE	COM	293.28K	SH	$115.60M 1.96%	223.68K	69.60K
CURTISS WRIGHT CORPSOLE	COM	164.49K	SH	$112.04M 1.90%	125.08K	39.42K
CHENIERE ENERGY INCSOLE	COM NEW	384.90K	SH	$109.22M 1.85%	292.70K	92.20K
COMFORT SYS USA INCSOLE	COM	73.97K	SH	$102.00M 1.73%	56.18K	17.79K
KARMAN HLDGS INCSOLE	COMMON STOCK	1.27M	SH	$101.29M 1.72%	1M	264.99K
JFROG LTDSOLE	ORD SHS	2.10M	SH	$98.44M 1.67%	1.68M	415.29K
INTERACTIVE BROKERS GROUP INSOLE	COM CL A	1.45M	SH	$97.31M 1.65%	1.10M	347.74K
INSMED INCSOLE	COM PAR $.01	584.80K	SH	$95.63M 1.62%	441.57K	143.23K
IDEXX LABS INCSOLE	COM	163.76K	SH	$92.02M 1.56%	123.67K	40.10K
ROSS STORES INCSOLE	COM	416.39K	SH	$90.20M 1.53%	314.56K	101.83K
REGAL REXNORD CORPORATIONSOLE	COM	470.33K	SH	$88.07M 1.49%	384.30K	86.03K
AXON ENTERPRISE INCSOLE	COM	205.88K	SH	$87.44M 1.48%	155.57K	50.31K
TARGA RES CORPSOLE	COM	344.87K	SH	$86.47M 1.47%	260.62K	84.25K
OREILLY AUTOMOTIVE INCSOLE	COM	935.99K	SH	$86.40M 1.47%	716.20K	219.78K
PALO ALTO NETWORKS INCSOLE	COM	530.35K	SH	$85.03M 1.44%	406.02K	124.33K
MACOM TECH SOLUTIONS HLDGS ISOLE	COM	341.23K	SH	$75.78M 1.29%	290.53K	50.70K
NRG ENERGY INCSOLE	COM NEW	514.85K	SH	$75.24M 1.28%	388.90K	125.95K
VEEVA SYS INCSOLE	CL A COM	407.14K	SH	$71.52M 1.21%	310.38K	96.77K
PERFORMANCE FOOD GROUP COSOLE	COM	832.49K	SH	$71.31M 1.21%	638.49K	194K
BJS WHSL CLUB HLDGS INCSOLE	COM	709.19K	SH	$69.80M 1.18%	588.97K	120.22K
MKS INC.SOLE	COM	288.17K	SH	$66.22M 1.12%	217.78K	70.38K

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