Timessquare Capital Management, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Timessquare Capital Management, LLC

CIK Number: 0001313816

6.93B
Market Value
141
# of Holdings
15 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 2, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 CYBR CyberArk Softwa...
471.19
+0.50% 457.2K -18.41% 154.53M 145.9 2.49% Share
2 COR Cencora, Inc.
302.79
+2.18% 466.3K -14.32% 129.67M 108.27 2.09% Share
3 HUBS HubSpot, Inc.
496.70
+1.54% 218.06K -2.7% 124.58M 456 2.01% Share
4 VRSK Verisk Analytic...
266.24
+1.32% 401.4K +0.68% 119.47M 150.8 1.92% Share
5 LNG Cheniere Energy...
237.14
+0.04% 504K +1.37% 116.63M 117.42 1.88% Share
6 FROG JFrog Ltd.
49.89
+0.46% 3.62M +6.55% 115.93M 37.55 1.87% Share
7 BJ BJ's Wholesale ...
98.02
+0.59% 968.85K -23.79% 110.55M 53.51 1.78% Share
8 EME EMCOR Group, In...
640.14
+0.90% 283.81K +23.74% 104.91M 200.77 1.69% Share
9 VEEV Veeva Systems I...
279.50
+1.78% 444.94K +0.65% 103.06M 191.61 1.66% Share
10 TTAN ServiceTitan, I...
117.06
+2.27% 1.04M +22.29% 99.38M 101.46 1.60% Share
11 RRX Regal Rexnord C...
144.90
+2.45% 871.4K -1.44% 99.21M 156.02 1.60% Share
12 ORLY O'Reilly Automo...
107.82
+2.58% 68.56K -4.58% 98.21M 401.89 1.58% Share
13 ESAB ESAB Corporatio...
113.09
-0.45% 789.45K -5.98% 91.97M 81.84 1.48% Share
14 IT Gartner, Inc.
241.12
+3.67% 217.81K +2.58% 91.42M 127.13 1.47% Share
15 TPG TPG Inc.
62.09
+3.54% 1.85M +8.03% 87.54M 30.65 1.41% Share
16 APP AppLovin Corpor...
571.31
+0.74% 321.38K +17.60% 85.15M 315.02 1.37% Share
17 CTAS Cintas Corporat...
204.50
+1.54% 410.32K -16.11% 84.33M 74.79 1.36% Share
18 MPWR Monolithic Powe...
840.38
-1.73% 145.3K +6.34% 84.27M 335.45 1.36% Share
19 IDXX IDEXX Laborator...
645.16
+1.13% 197.75K +2.19% 83.04M 405.31 1.34% Share
20 LSCC Lattice Semicon...
66.02
-0.23% 1.56M +2.33% 81.77M 56.44 1.32% Share
21 INSM Insmed Incorpor...
145.78
-0.1% 1.06M +55.49% 81.18M 73.43 1.31% Share
22 ALL The Allstate Co...
202.43
+1.20% 371.3K -12.84% 76.89M 189.77 1.24% Share
23 INSP Inspire Medical...
82.74
+5.04% 476.22K +9.78% 75.85M 183.06 1.22% Share
24 ARGX argenx SE
763.49
+0.08% 125.3K +0.85% 74.16M 361.05 1.19% Share
25 ROST Ross Stores, In...
151.10
+1.25% 579.51K +1.00% 74.06M 90.54 1.19% Share
26 LOAR Loar Holdings I...
79.51
+0.21% 993.5K -6.85% 70.19M 68.97 1.13% Share
27 STVN Stevanato Group...
26.88
+4.02% 3.36M +2.14% 68.59M 26.12 1.10% Share
28 PINS Pinterest, Inc.
34.96
-0.94% 2.18M +4.61% 67.73M 26.91 1.09% Share
29 TSCO Tractor Supply ...
60.02
+2.69% 1.22M +4.22% 67.41M 52.5 1.09% Share
30 DASH DoorDash, Inc.
260.19
+1.07% 358.82K +0.63% 65.58M 110.95 1.06% Share
31 IBKR Interactive Bro...
63.34
+1.33% 392.25K +36.29% 64.95M 95.14 1.05% Share
32 AXON Axon Enterprise...
751.11
+0.48% 122.25K +118.58% 64.3M 557.23 1.04% Share
33 DT Dynatrace, Inc.
49.10
+3.02% 1.36M +0.19% 64.24M 54.34 1.03% Share
34 CRWD CrowdStrike Hol...
433.38
+2.00% 181.76K -13.4% 64.08M 67.56 1.03% Share
35 WCN Waste Connectio...
178.09
+1.07% 328.13K -26.24% 64.05M 84.54 1.03% Share
36 HXL Hexcel Corporat...
62.60
+1.11% 1.17M +416.95% 63.88M 56.3 1.03% Share
37 CW Curtiss-Wright ...
511.15
+3.16% 199.01K +13.03% 63.14M 349.3 1.02% Share
38 TYL Tyler Technolog...
553.55
+1.40% 106.53K -0.22% 61.94M 394.16 1.00% Share
39 HOOD Robinhood Marke...
117.75
+0.25% 1.46M -23.94% 60.59M 37.26 0.98% Share
40 CSGP CoStar Group, I...
87.06
+0.88% 752.89K +12.54% 59.65M 52.13 0.96% Share
41 OS OneStream, Inc....
19.30
+1.47% 2.7M +28.32% 57.61M 30.92 0.93% Share
42 WH Wyndham Hotels ...
88.44
+5.01% 635.12K +27.60% 57.48M 88.41 0.93% Share
43 TRGP Targa Resources...
165.17
+1.08% 275.33K +100.00% 55.2M 200.47 0.89% Share
44 POOL Pool Corporatio...
329.80
+3.34% 173.22K +0.39% 55.14M 319.88 0.89% Share
45 ROK Rockwell Automa...
350.56
+3.29% 211.88K +8.90% 54.75M 287.85 0.88% Share
46 PFGC Performance Foo...
106.25
+1.92% 693.45K +50.72% 54.53M 78.88 0.88% Share
47 MLM Martin Marietta...
630.86
+2.29% 111.93K +20.15% 53.52M 298.55 0.86% Share
48 PR Permian Resourc...
13.95
-1.93% 3.76M +0.68% 52.02M 16.53 0.84% Share
49 CWST Casella Waste S...
92.73
+1.33% 454.74K -29.72% 50.71M 64.75 0.82% Share
50 RPM RPM Internation...
128.22
+2.91% 431.09K +26.16% 49.87M 94.8 0.80% Share
51 APH Amphenol Corpor...
119.48
+0.33% 755.44K +12.90% 49.55M 28.07 0.80% Share
52 TRMB Trimble Inc.
82.85
+3.36% 747.88K +5.60% 49.1M 70.39 0.79% Share
53 GFL GFL Environment...
48.15
+1.65% 1.01M +43.38% 48.99M 37.93 0.79% Share
54 NICE NICE Ltd.
142.64
+0.43% 313.6K -0.61% 48.35M 183.36 0.78% Share
55 VCTR Victory Capital...
70.70
+3.08% 800.51K -17.99% 46.33M 39.58 0.75% Share
56 HLNE Hamilton Lane I...
153.80
+3.05% 309.54K -1.88% 46.02M 71.17 0.74% Share
57 ESTC Elastic N.V.
89.03
-1% 514.03K +9.61% 45.8M 77.71 0.74% Share
58 SAFT Safety Insuranc...
74.96
+2.74% 574.79K -4.59% 45.34M 79.16 0.73% Share
59 RNR RenaissanceRe H...
244.63
+2.57% 187.45K -11.83% 44.99M 145.6 0.72% Share
60 BRO Brown & Brown, ...
94.23
+1.88% 358.96K -8.4% 44.65M 56.97 0.72% Share
61 BSY Bentley Systems...
53.46
+1.54% 1.1M -0.09% 43.2M 42.43 0.70% Share
62 AME AMETEK, Inc.
192.04
+2.47% 240.67K -27.72% 41.43M 56.11 0.67% Share
63 SAIA Saia, Inc.
315.78
+2.72% 116.4K +9.86% 40.67M 369.52 0.66% Share
64 EHC Encompass Healt...
126.79
+1.76% 397.64K +5.88% 40.27M 55.68 0.65% Share
65 FND Floor & Decor H...
90.43
+6.33% 499.71K +83.26% 40.21M 88.01 0.65% Share
66 TTWO Take-Two Intera...
246.54
+1.02% 192.14K +3.85% 39.82M 125.67 0.64% Share
67 AZEK The AZEK Compan...
54.35
-0.93% 801.23K -2.05% 39.17M 33.06 0.63% Share
68 FICO Fair Isaac Corp...
1595.95
+4.29% 21.16K +100.00% 39.03M 1844.16 0.63% Share
69 VERX Vertex, Inc.
24.33
+1.93% 1.06M +7.26% 37.28M 23.99 0.60% Share
70 PCTY Paylocity Holdi...
171.93
+1.59% 197.96K +100.00% 37.09M 187.34 0.60% Share
71 EFX Equifax Inc.
260.36
+6.03% 150.48K -32.24% 36.65M 200.11 0.59% Share
72 WK Workiva Inc.
78.44
+3.73% 472.85K -15.56% 35.89M 116.19 0.58% Share
73 ACVA ACV Auctions In...
10.33
-0.96% 2.53M +33.92% 35.69M 19.94 0.57% Share
74 TTEK Tetra Tech, Inc...
36.19
+1.49% 1.18M +13.35% 34.38M 31.53 0.55% Share
75 ADUS Addus HomeCare ...
112.38
+1.91% 345.84K -2.79% 34.2M 91.73 0.55% Share
76 MRVL Marvell Technol...
66.59
-0.76% 543.29K +3.68% 33.45M 62.18 0.54% Share
77 IOT Samsara Inc.
38.68
-0.18% 857.33K +18.92% 32.86M 29.82 0.53% Share
78 WSO Watsco, Inc.
397.15
+1.80% 63.08K -30.18% 32.06M 337.06 0.52% Share
79 NSA National Storag...
32.40
+1.44% 800.58K -27.93% 31.54M 42.78 0.51% Share
80 VRNA Verona Pharma p...
106.40
+0.03% 496.55K +100.00% 31.53M 63.49 0.51% Share
81 RGEN Repligen Corpor...
119.51
-0.6% 235.99K -9.58% 30.03M 158.44 0.48% Share
82 BOOT Boot Barn Holdi...
188.40
+2.61% 279.28K -3.58% 30M 118.2 0.48% Share
83 CWAN Clearwater Anal...
19.90
-1.09% 1.1M -35.17% 29.55M 20.53 0.48% Share
84 VCEL Vericel Corpora...
33.53
+7.09% 652.47K +3.21% 29.11M 47.73 0.47% Share
85 QTWO Q2 Holdings, In...
82.71
+0.73% 354.04K -5.77% 28.33M 43.54 0.46% Share
86 PAR PAR Technology ...
45.70
+0.15% 453.93K +11.64% 27.84M 58.95 0.45% Share
87 KRYS Krystal Biotech...
144.36
+5.02% 142.18K -10.5% 25.64M 142.53 0.41% Share
88 FIX Comfort Systems...
765.29
+1.75% 78.54K -10.77% 25.32M 248.73 0.41% Share
89 XENE Xenon Pharmaceu...
37.22
+0.30% 745.55K -12.17% 25.01M 39.89 0.40% Share
90 RBC RBC Bearings In...
384.54
+1.71% 76.62K -21.33% 24.65M 234.25 0.40% Share
91 WRBY Warby Parker In...
27.54
+1.96% 1.35M -19.38% 24.52M 14.3 0.39% Share
92 EXPO Exponent, Inc.
70.95
+2.26% 298.86K -12.83% 24.23M 68.43 0.39% Share
93 WSC WillScot Holdin...
23.54
+2.84% 869.03K +4.96% 24.16M 34.68 0.39% Share
94 ITT ITT Inc.
178.46
+2.53% 186.29K -6.18% 24.06M 90.55 0.39% Share
95 ROAD Construction Pa...
124.91
+0.85% 330.88K +28.83% 23.78M 59.92 0.38% Share
96 INTA Intapp, Inc.
45.40
+2.02% 398.07K -10.28% 23.24M 38.95 0.37% Share
97 VVV Valvoline Inc.
40.55
+3.00% 659.82K +2.30% 22.97M 36.79 0.37% Share
98 ERJ Embraer S.A.
58.78
-1.03% 474.47K -52.38% 21.92M 29.47 0.35% Share
99 BFAM Bright Horizons...
113.99
+2.00% 170.15K -18.62% 21.62M 124.48 0.35% Share
100 MTSI MACOM Technolog...
131.07
-0.48% 213.72K +7.24% 21.45M 69.99 0.35% Share
101 KTOS Kratos Defense ...
67.67
+3.06% 715.64K +20.89% 21.25M 26.95 0.34% Share
102 ONTO Onto Innovation...
108.21
+2.04% 170.82K +10.66% 20.73M 81.78 0.33% Share
103 GLBE Global-e Online...
36.65
+0.08% 558.1K -27.61% 19.9M 49.95 0.32% Share
104 MTDR Matador Resourc...
48.59
-1.73% 389.4K -17.54% 19.89M 51.68 0.32% Share
105 SYNA Synaptics Incor...
71.44
+3.39% 301.41K -42.73% 19.21M 104.06 0.31% Share
106 MYRG MYR Group Inc.
179.17
+0.51% 168.26K +40.29% 19.03M 113.2 0.31% Share
107 PJT PJT Partners In...
186.64
+3.89% 132.85K +1.45% 18.32M 87.74 0.29% Share
108 NAMS NewAmsterdam Ph...
26.60
-1.12% 891.09K -0.5% 18.24M 24.4 0.29% Share
109 CHEF The Chefs' Ware...
65.99
+2.41% 331.44K -16.14% 18.05M 49.32 0.29% Share
110 PAY Paymentus Holdi...
32.88
-6.52% 675.61K +63.52K% 17.63M 26.11 0.28% Share
111 AIT Applied Industr...
269.52
+2.30% 78.22K -14.35% 17.62M 193.61 0.28% Share
112 MGY Magnolia Oil & ...
24.13
-0.68% 679.32K -14.44% 17.16M 23.31 0.28% Share
113 CRDO Credo Technolog...
159.32
-2.83% 426.9K -4.74% 17.14M 21.48 0.28% Share
114 JBTM JBT Marel Corpo...
140.01
+2.56% 136.7K +65.59% 16.7M 125.16 0.27% Share
115 FTAI FTAI Aviation L...
169.85
+1.03% 146.57K +100.00% 16.27M 111.03 0.26% Share
116 INR Infinity Natura...
13.84
-1.53% 862.97K +100.00% 16.18M 18.75 0.26% Share
117 WHD Cactus, Inc.
41.77
+0.82% 343.34K -12.68% 15.74M 42.1 0.25% Share
118 KRMN Karman Holdings...
63.80
+2.53% 445.57K +100.00% 14.89M 33.42 0.24% Share
119 SLNO Soleno Therapeu...
56.72
-5.49% 206.6K -39.19% 14.76M 44.95 0.24% Share
120 MRUS Merus N.V.
69.80
+3.98% 343.7K +3.78% 14.47M 50.7 0.23% Share
121 XYZ Block, Inc.
74.21
+0.62% 261.26K +100.00% 14.19M 54.33 0.23% Share
122 IAS Integral Ad Sci...
8.69
+2.72% 1.72M -14.01% 13.86M 15.38 0.22% Share
123 EE Excelerate Ener...
23.87
+0.63% 478.09K +4.39% 13.71M 30.18 0.22% Share
124 KLIC Kulicke and Sof...
39.02
+2.77% 411.38K -22.5% 13.57M 51.6 0.22% Share
125 MVBF MVB Financial C...
24.17
+0.83% 775.77K -16.05% 13.44M 31.24 0.22% Share
126 ASGN ASGN Incorporat...
53.15
+4.49% 203.2K +13.77% 12.81M 80.88 0.21% Share
127 MAX MediaAlpha, Inc...
12.89
-1.07% 1.37M -15.76% 12.68M 16.25 0.20% Share
128 CGON CG Oncology, In...
33.18
-1.35% 517.26K -5.42% 12.67M 36.67 0.20% Share
129 FRPT Freshpet, Inc.
53.20
-0.39% 141.8K -41.69% 11.79M 126.38 0.19% Share
130 PCVX Vaxcyte, Inc.
33.06
+3.31% 281.86K -31.86% 10.64M 102.95 0.17% Share
131 CBLL CeriBell, Inc.
11.56
+1.05% 536.83K +100.00% 10.31M 19.21 0.17% Share
132 ARCO Arcos Dorados H...
7.04
+0.57% 1.1M -25.48% 8.84M 8.56 0.14% Share
133 NVMI Nova Ltd.
288.19
+3.61% 47.27K +83.72% 8.71M 136.27 0.14% Share
134 WBS Webster Financi...
61.93
+0.44% 70.65K -91.42% 3.64M 53.92 0.06% Share
135 CLH Clean Harbors, ...
238.47
+1.75% 9.67K +40.76% 1.91M 108.39 0.03% Share
136 WCC WESCO Internati...
220.45
+2.63% 10.8K +6.93% 1.68M 167.96 0.03% Share
137 BC Brunswick Corpo...
66.64
+2.97% 26.43K -93.3% 1.42M 68.7 0.02% Share
138 JKHY Jack Henry & As...
161.42
+1.46% 6.95K +6.11% 1.27M 167.63 0.02% Share
139 ALAB Astera Labs, In...
232.90
+1.10% 20.52K -87.22% 1.22M 52.39 0.02% Share
140 PAX Patria Investme...
14.48
+2.04% 59K +9.87% 666.11K 11.6 0.01% Share
141 VTEX Vtex
4.13
+2.36% 130.4K +100.00% 661.13K 5.07 0.01% Share