TimesSquare Capital Management, LLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| PALO ALTO NETWORKS INC | 0 | 530,349 | +530,349 | 0 | 85,025,552 | +85,025,552 |
| MKS INC. | 0 | 288,165 | +288,165 | 0 | 66,223,199 | +66,223,199 |
| VERTIV HOLDINGS CO | 0 | 225,895 | +225,895 | 0 | 56,604,769 | +56,604,769 |
| COMFORT SYS USA INC | 0 | 73,968 | +73,968 | 0 | 102,001,132 | +102,001,132 |
| CAMECO CORP | 0 | 390,317 | +390,317 | 0 | 42,392,329 | +42,392,329 |
| LIVE NATION ENTERTAINMENT IN | 0 | 241,900 | +241,900 | 0 | 36,892,169 | +36,892,169 |
| 2023 ETF SERIES TRUST | 0 | 2,056,700 | +2,056,700 | 0 | 36,965,686 | +36,965,686 |
| MACOM TECH SOLUTIONS HLDGS I | 0 | 341,231 | +341,231 | 0 | 75,777,168 | +75,777,168 |
| RAMBUS INC DEL | 0 | 312,360 | +312,360 | 0 | 26,872,331 | +26,872,331 |
| MONOLITHIC PWR SYS INC | 0 | 138,840 | +138,840 | 0 | 151,800,714 | +151,800,714 |
| PIPER SANDLER COMPANIES | 0 | 312,937 | +312,937 | 0 | 23,955,327 | +23,955,327 |
| CARPENTER TECHNOLOGY CORP | 0 | 293,279 | +293,279 | 0 | 115,595,918 | +115,595,918 |
| TARGA RES CORP | 0 | 344,872 | +344,872 | 0 | 86,469,757 | +86,469,757 |
| CURTISS WRIGHT CORP | 0 | 164,493 | +164,493 | 0 | 112,039,472 | +112,039,472 |
| IONIS PHARMACEUTICALS INC | 0 | 275,674 | +275,674 | 0 | 20,700,361 | +20,700,361 |
| SOLV ENERGY INC | 0 | 654,015 | +654,015 | 0 | 19,640,070 | +19,640,070 |
| CHENIERE ENERGY INC | 0 | 384,896 | +384,896 | 0 | 109,218,089 | +109,218,089 |
| LATTICE SEMICONDUCTOR CORP | 0 | 1,370,573 | +1,370,573 | 0 | 127,134,351 | +127,134,351 |
| ONTO INNOVATION INC | 0 | 267,934 | +267,934 | 0 | 54,945,225 | +54,945,225 |
| ROSS STORES INC | 0 | 416,389 | +416,389 | 0 | 90,202,349 | +90,202,349 |
| CUSHMAN AND WAKEFIELD LTD | 0 | 1,077,840 | +1,077,840 | 0 | 13,214,318 | +13,214,318 |
| PLANET FITNESS MASTER ISSUER | 0 | 171,061 | +171,061 | 0 | 12,723,517 | +12,723,517 |
| EQUIPMENTSHARE COM INC | 0 | 590,555 | +590,555 | 0 | 12,029,605 | +12,029,605 |
| CASEYS GEN STORES INC | 0 | 59,723 | +59,723 | 0 | 43,469,983 | +43,469,983 |
| TAKE-TWO INTERACTIVE SOFTWAR | 0 | 306,127 | +306,127 | 0 | 60,460,083 | +60,460,083 |
| INSMED INC | 0 | 584,798 | +584,798 | 0 | 95,626,169 | +95,626,169 |
| REGAL REXNORD CORPORATION | 0 | 470,333 | +470,333 | 0 | 88,074,558 | +88,074,558 |
| BLOOM ENERGY CORP | 0 | 287,299 | +287,299 | 0 | 38,926,142 | +38,926,142 |
| MATADOR RES CO | 0 | 407,676 | +407,676 | 0 | 25,756,970 | +25,756,970 |
| NEPTUNE INS HLDGS INC | 0 | 898,233 | +898,233 | 0 | 21,728,256 | +21,728,256 |
| GUARDIAN PHARMACY SVCS INC | 0 | 1,077,474 | +1,077,474 | 0 | 40,577,671 | +40,577,671 |
| TIDEWATER INC NEW | 0 | 107,282 | +107,282 | 0 | 8,963,411 | +8,963,411 |
| STERLING INFRASTRUCTURE INC | 0 | 51,019 | +51,019 | 0 | 20,778,508 | +20,778,508 |
| AXOGEN INC | 0 | 575,364 | +575,364 | 0 | 19,061,809 | +19,061,809 |
| KRYSTAL BIOTECH INC | 0 | 112,342 | +112,342 | 0 | 29,020,185 | +29,020,185 |
| VALVOLINE INC | 0 | 934,500 | +934,500 | 0 | 31,473,960 | +31,473,960 |
| URANIUM ENERGY CORP | 0 | 1,781,709 | +1,781,709 | 0 | 24,053,072 | +24,053,072 |
| MARVELL TECHNOLOGY INC | 0 | 359,444 | +359,444 | 0 | 35,602,928 | +35,602,928 |
| AKAMAI TECHNOLOGIES INC | 0 | 34,148 | +34,148 | 0 | 3,921,898 | +3,921,898 |
| MYR GROUP INC | 0 | 70,866 | +70,866 | 0 | 20,006,889 | +20,006,889 |
| INTERACTIVE BROKERS GROUP IN | 0 | 1,450,839 | +1,450,839 | 0 | 97,307,772 | +97,307,772 |
| MIRUM PHARMACEUTICALS INC | 0 | 376,473 | +376,473 | 0 | 34,778,576 | +34,778,576 |
| COGENT BIOSCIENCES INC | 0 | 85,000 | +85,000 | 0 | 3,271,650 | +3,271,650 |
| NOVA LTD | 0 | 33,530 | +33,530 | 0 | 14,561,408 | +14,561,408 |
| EMCOR GROUP INC | 0 | 211,862 | +211,862 | 0 | 156,419,833 | +156,419,833 |
| ISHARES TR | 0 | 6,000 | +6,000 | 0 | 1,882,860 | +1,882,860 |
| ENLIVEN THERAPEUTICS INC | 0 | 45,000 | +45,000 | 0 | 1,764,000 | +1,764,000 |
| PURSUIT ATTRACTIONS AND HOSP | 0 | 892,394 | +892,394 | 0 | 32,688,392 | +32,688,392 |
| MIRION TECHNOLOGIES INC | 0 | 1,294,165 | +1,294,165 | 0 | 24,058,527 | +24,058,527 |
| KRATOS DEFENSE & SEC SOLUTIO | 0 | 318,392 | +318,392 | 0 | 22,449,820 | +22,449,820 |
| APPLIED INDL TECHNOLOGIES IN | 0 | 119,306 | +119,306 | 0 | 31,654,268 | +31,654,268 |
| SHOULDER INNOVATIONS INC | 0 | 322,764 | +322,764 | 0 | 4,689,761 | +4,689,761 |
| ARCOS DORADOS HLDGS INC | 0 | 538,652 | +538,652 | 0 | 4,443,879 | +4,443,879 |
| CLEAN HARBORS INC | 0 | 6,796 | +6,796 | 0 | 1,948,617 | +1,948,617 |
| ITT INC | 0 | 207,724 | +207,724 | 0 | 39,577,654 | +39,577,654 |
| GFL ENVIRONMENTAL INC | 0 | 1,161,409 | +1,161,409 | 0 | 48,453,983 | +48,453,983 |
| WEBSTER FINL CORP | 0 | 15,485 | +15,485 | 0 | 1,074,969 | +1,074,969 |
| IRHYTHM HOLDINGS INC | 0 | 90,652 | +90,652 | 0 | 10,698,749 | +10,698,749 |
| RBC BEARINGS INC | 0 | 74,934 | +74,934 | 0 | 40,698,154 | +40,698,154 |
| RENAISSANCERE HLDGS LTD | 0 | 2,594 | +2,594 | 0 | 771,015 | +771,015 |
| TARSUS PHARMACEUTICALS INC | 0 | 388,590 | +388,590 | 0 | 27,259,589 | +27,259,589 |
| WESCO INTL INC | 0 | 45 | +45 | 0 | 12,313 | +12,313 |
| OREILLY AUTOMOTIVE INC | 0 | 935,987 | +935,987 | 0 | 86,400,960 | +86,400,960 |
| ENCOMPASS HEALTH CORP | 0 | 378,984 | +378,984 | 0 | 36,659,122 | +36,659,122 |
| CG ONCOLOGY INC | 0 | 253,708 | +253,708 | 0 | 17,170,957 | +17,170,957 |
| CACTUS INC | 0 | 227,520 | +227,520 | 0 | 10,777,622 | +10,777,622 |
| KYMERA THERAPEUTICS INC | 0 | 168,846 | +168,846 | 0 | 14,063,183 | +14,063,183 |
| SAIA INC | 0 | 0 | 0 | 0 | 0 | 0 |
| EMBRAER S.A. | 0 | 368,352 | +368,352 | 0 | 21,858,008 | +21,858,008 |
| NICE LTD | 0 | 272,299 | +272,299 | 0 | 30,023,688 | +30,023,688 |
| CBRE GROUP INC | 0 | 462,666 | +462,666 | 0 | 62,672,736 | +62,672,736 |
| UNIFIRST CORP MASS | 0 | 67,932 | +67,932 | 0 | 17,091,012 | +17,091,012 |
| CROWDSTRIKE HLDGS INC | 0 | 19,685 | +19,685 | 0 | 7,685,221 | +7,685,221 |
| WASTE CONNECTIONS INC | 0 | 158,038 | +158,038 | 0 | 25,671,693 | +25,671,693 |
| XENON PHARMACEUTICALS INC | 0 | 359,293 | +359,293 | 0 | 20,892,888 | +20,892,888 |
| HEXCEL CORP NEW | 0 | 242,545 | +242,545 | 0 | 19,629,167 | +19,629,167 |
| LEGENCE CORP | 0 | 277,869 | +277,869 | 0 | 15,688,484 | +15,688,484 |
| AMETEK INC | 0 | 211,579 | +211,579 | 0 | 45,354,074 | +45,354,074 |
| OLLIES BARGAIN OUTLET HLDGS | 0 | 256,630 | +256,630 | 0 | 23,620,225 | +23,620,225 |
| VERA THERAPEUTICS INC | 0 | 232,463 | +232,463 | 0 | 9,351,986 | +9,351,986 |
| BENTLEY SYS INC | 0 | 927,979 | +927,979 | 0 | 32,590,622 | +32,590,622 |
| SAFETY INS GROUP INC | 0 | 236,540 | +236,540 | 0 | 17,182,266 | +17,182,266 |
| STEPSTONE GROUP INC | 0 | 390,800 | +390,800 | 0 | 18,648,976 | +18,648,976 |
| VERICEL CORP | 0 | 578,333 | +578,333 | 0 | 18,604,973 | +18,604,973 |
| CERIBELL INC | 0 | 716,468 | +716,468 | 0 | 13,132,858 | +13,132,858 |
| EXCELERATE ENERGY INC | 0 | 671,942 | +671,942 | 0 | 22,456,302 | +22,456,302 |
| MINERALYS THERAPEUTICS INC | 0 | 338,798 | +338,798 | 0 | 9,178,038 | +9,178,038 |
| NEWAMSTERDAM PHARMA COMPANY | 0 | 751,988 | +751,988 | 0 | 24,071,136 | +24,071,136 |
| CONSTRUCTION PARTNERS INC | 0 | 215,959 | +215,959 | 0 | 23,997,364 | +23,997,364 |
| SITIME CORP | 0 | 91,092 | +91,092 | 0 | 31,458,622 | +31,458,622 |
| FLOOR & DECOR HLDGS INC | 0 | 456,404 | +456,404 | 0 | 23,185,323 | +23,185,323 |
| CREDO TECHNOLOGY GROUP HOLDI | 0 | 349,616 | +349,616 | 0 | 32,818,454 | +32,818,454 |
| JAMES HARDIE INDS PLC | 0 | 1,919,741 | +1,919,741 | 0 | 36,359,895 | +36,359,895 |
| ABIVAX SA | 0 | 109,183 | +109,183 | 0 | 12,157,527 | +12,157,527 |
| PERFORMANCE FOOD GROUP CO | 0 | 832,494 | +832,494 | 0 | 71,311,436 | +71,311,436 |
| PARSONS CORP DEL | 0 | 301,044 | +301,044 | 0 | 16,307,553 | +16,307,553 |
| JBT MAREL CORPORATION | 0 | 266,581 | +266,581 | 0 | 34,087,712 | +34,087,712 |
| CELLEBRITE DI LTD | 0 | 504,182 | +504,182 | 0 | 6,947,628 | +6,947,628 |
| SAMSARA INC | 0 | 1,280,972 | +1,280,972 | 0 | 40,594,003 | +40,594,003 |
| PJT PARTNERS INC | 0 | 125,534 | +125,534 | 0 | 17,539,610 | +17,539,610 |