TimesSquare Capital Management, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| CBRE GROUP INC | 0 | 402,562 | +402,562 | 0 | 64,727,944 | +64,727,944 |
| GENIUS SPORTS LIMITED | 0 | 5,431,145 | +5,431,145 | 0 | 59,851,218 | +59,851,218 |
| COMFORT SYS USA INC | 1,645 | 51,220 | +49,575 | 1,357,421 | 47,803,114 | +46,445,693 |
| CASEYS GEN STORES INC | 0 | 58,531 | +58,531 | 0 | 32,350,669 | +32,350,669 |
| ESAB CORPORATION | 696,251 | 959,101 | +262,850 | 77,799,087 | 107,150,764 | +29,351,677 |
| TARGA RES CORP | 234,390 | 350,223 | +115,833 | 39,269,701 | 64,616,144 | +25,346,443 |
| INSMED INC | 425,085 | 490,506 | +65,421 | 61,216,491 | 85,367,664 | +24,151,173 |
| REPLIGEN CORP | 362,129 | 435,687 | +73,558 | 48,405,783 | 71,391,672 | +22,985,889 |
| STEPSTONE GROUP INC | 0 | 353,697 | +353,697 | 0 | 22,696,736 | +22,696,736 |
| SNOWFLAKE INC | 112,525 | 209,653 | +97,128 | 25,380,014 | 45,989,482 | +20,609,468 |
| JFROG LTD | 2,896,005 | 2,495,193 | -400,812 | 137,067,917 | 155,849,755 | +18,781,838 |
| CARPENTER TECHNOLOGY CORP | 306,970 | 297,460 | -9,510 | 75,373,414 | 93,652,306 | +18,278,892 |
| WINGSTOP INC | 9,227 | 84,304 | +75,077 | 2,322,251 | 20,105,661 | +17,783,410 |
| KYMERA THERAPEUTICS INC | 0 | 189,900 | +189,900 | 0 | 14,776,119 | +14,776,119 |
| CARDINAL INFRASTRUCTURE GROU | 0 | 604,300 | +604,300 | 0 | 14,611,974 | +14,611,974 |
| BLOOM ENERGY CORP | 175,068 | 336,800 | +161,732 | 14,805,501 | 29,264,552 | +14,459,051 |
| MINERALYS THERAPEUTICS INC | 0 | 380,100 | +380,100 | 0 | 13,793,829 | +13,793,829 |
| RBC BEARINGS INC | 70,663 | 90,579 | +19,916 | 27,579,062 | 40,618,341 | +13,039,279 |
| VERA THERAPEUTICS INC | 0 | 252,462 | +252,462 | 0 | 12,784,676 | +12,784,676 |
| MACOM TECH SOLUTIONS HLDGS I | 237,099 | 246,866 | +9,767 | 29,516,455 | 42,283,208 | +12,766,753 |
| NEPTUNE INS HLDGS INC | 0 | 420,434 | +420,434 | 0 | 12,259,855 | +12,259,855 |
| TARSUS PHARMACEUTICALS INC | 267,505 | 332,446 | +64,941 | 15,897,822 | 27,220,678 | +11,322,856 |
| AXOGEN INC | 0 | 336,847 | +336,847 | 0 | 11,025,002 | +11,025,002 |
| JAMES HARDIE INDS PLC | 1,601,731 | 2,003,166 | +401,435 | 30,769,253 | 41,565,695 | +10,796,442 |
| TPG INC | 1,706,515 | 1,684,070 | -22,445 | 98,039,287 | 107,511,029 | +9,471,742 |
| MIRUM PHARMACEUTICALS INC | 300,649 | 395,827 | +95,178 | 22,040,578 | 31,266,375 | +9,225,797 |
| ONTO INNOVATION INC | 214,331 | 233,111 | +18,780 | 27,695,852 | 36,798,902 | +9,103,050 |
| GUARDIAN PHARMACY SVCS INC | 860,173 | 1,048,136 | +187,963 | 22,562,338 | 31,538,412 | +8,976,074 |
| CERIBELL INC | 817,645 | 787,926 | -29,719 | 9,394,741 | 17,279,217 | +7,884,476 |
| PERFORMANCE FOOD GROUP CO | 662,385 | 853,970 | +191,585 | 68,914,535 | 76,788,982 | +7,874,447 |
| PAYLOCITY HLDG CORP | 125,462 | 182,047 | +56,585 | 19,982,333 | 27,762,168 | +7,779,835 |
| EVERCORE INC | 148,686 | 168,674 | +19,988 | 50,154,762 | 57,391,329 | +7,236,567 |
| AMPLITUDE INC | 2,044,965 | 2,513,383 | +468,418 | 21,922,025 | 29,104,975 | +7,182,950 |
| NRG ENERGY INC | 471,845 | 523,205 | +51,360 | 76,415,298 | 83,315,164 | +6,899,866 |
| INTAPP INC | 510,277 | 602,236 | +91,959 | 20,870,329 | 27,594,454 | +6,724,125 |
| ABIVAX SA | 128,023 | 129,384 | +1,361 | 10,869,153 | 17,448,079 | +6,578,926 |
| BRAZE INC | 905,503 | 937,020 | +31,517 | 25,752,505 | 32,130,416 | +6,377,911 |
| CLEARWATER ANALYTICS HLDGS I | 1,378,204 | 1,293,807 | -84,397 | 24,835,236 | 31,206,625 | +6,371,389 |
| APPLIED INDL TECHNOLOGIES IN | 96,775 | 120,716 | +23,941 | 25,263,114 | 30,996,247 | +5,733,133 |
| KARMAN HLDGS INC | 1,546,905 | 1,602,008 | +55,103 | 111,686,541 | 117,218,925 | +5,532,384 |
| AXON ENTERPRISE INC | 123,304 | 165,530 | +42,226 | 88,487,883 | 94,009,453 | +5,521,570 |
| NEWAMSTERDAM PHARMA COMPANY | 837,368 | 822,300 | -15,068 | 23,814,746 | 28,846,284 | +5,031,538 |
| FAIR ISAAC CORP | 33,164 | 32,240 | -924 | 49,630,921 | 54,505,589 | +4,874,668 |
| OLLIES BARGAIN OUTLET HLDGS | 172,602 | 246,235 | +73,633 | 22,162,097 | 26,989,818 | +4,827,721 |
| EMBRAER S.A. | 306,546 | 362,131 | +55,585 | 18,530,706 | 23,310,372 | +4,779,666 |
| CENCORA INC | 443,601 | 423,026 | -20,575 | 138,638,621 | 142,877,032 | +4,238,411 |
| STERLING INFRASTRUCTURE INC | 23,600 | 39,340 | +15,740 | 8,016,448 | 12,047,088 | +4,030,640 |
| LATTICE SEMICONDUCTOR CORP | 1,425,948 | 1,474,949 | +49,001 | 104,550,507 | 108,526,747 | +3,976,240 |
| CHEFS WHSE INC | 524,638 | 548,853 | +24,215 | 30,602,135 | 34,210,007 | +3,607,872 |
| EXCELERATE ENERGY INC | 924,123 | 949,723 | +25,600 | 23,278,658 | 26,639,730 | +3,361,072 |
| URANIUM ENERGY CORP | 1,216,745 | 1,664,320 | +447,575 | 16,231,378 | 19,439,258 | +3,207,880 |
| PIPER SANDLER COMPANIES | 82,860 | 93,893 | +11,033 | 28,751,591 | 31,896,391 | +3,144,800 |
| KRYSTAL BIOTECH INC | 118,514 | 97,400 | -21,114 | 20,921,276 | 24,012,996 | +3,091,720 |
| DISC MEDICINE INC | 182,170 | 187,777 | +5,607 | 12,037,794 | 14,911,372 | +2,873,578 |
| ITT INC | 205,500 | 226,700 | +21,200 | 36,735,180 | 39,334,717 | +2,599,537 |
| TRACTOR SUPPLY CO | 1,283,150 | 1,509,725 | +226,575 | 72,972,741 | 75,501,347 | +2,528,606 |
| CONSTRUCTION PARTNERS INC | 208,046 | 265,373 | +57,327 | 26,421,842 | 28,806,239 | +2,384,397 |
| ONESTREAM INC | 2,545,548 | 2,668,307 | +122,759 | 46,914,450 | 49,043,483 | +2,129,033 |
| 2023 ETF SERIES TRUST | 0 | 100,000 | +100,000 | 0 | 1,977,500 | +1,977,500 |
| AMETEK INC | 248,055 | 236,650 | -11,405 | 46,634,340 | 48,586,612 | +1,952,272 |
| HAMILTON LANE INC | 313,160 | 328,286 | +15,126 | 42,210,836 | 44,092,093 | +1,881,257 |
| HEXCEL CORP NEW | 335,712 | 307,786 | -27,926 | 21,049,142 | 22,745,385 | +1,696,243 |
| CELLEBRITE DI LTD | 605,362 | 715,992 | +110,630 | 11,217,358 | 12,909,336 | +1,691,978 |
| WARBY PARKER INC | 1,008,675 | 1,353,554 | +344,879 | 27,819,257 | 29,493,942 | +1,674,685 |
| TAKE-TWO INTERACTIVE SOFTWAR | 187,259 | 195,119 | +7,860 | 48,380,235 | 49,956,318 | +1,576,083 |
| CREDO TECHNOLOGY GROUP HOLDI | 250,300 | 264,181 | +13,881 | 36,446,183 | 38,013,004 | +1,566,821 |
| XENON PHARMACEUTICALS INC | 556,800 | 532,740 | -24,060 | 22,355,520 | 23,877,407 | +1,521,887 |
| PERMIAN RESOURCES CORP | 2,359,511 | 2,241,995 | -117,516 | 30,201,741 | 31,455,190 | +1,253,449 |
| CACTUS INC | 259,718 | 250,349 | -9,369 | 10,251,069 | 11,435,942 | +1,184,873 |
| UNIFIRST CORP MASS | 108,720 | 99,338 | -9,382 | 18,176,897 | 19,162,300 | +985,403 |
| PURSUIT ATTRACTIONS AND HOSP | 839,580 | 927,024 | +87,444 | 30,376,004 | 31,222,168 | +846,164 |
| GLOBAL E ONLINE LTD | 550,528 | 521,118 | -29,410 | 19,686,881 | 20,485,149 | +798,268 |
| SERVICETITAN INC | 905,704 | 864,582 | -41,122 | 91,322,134 | 92,077,983 | +755,849 |
| CASELLA WASTE SYS INC | 609,175 | 597,810 | -11,365 | 57,798,524 | 58,549,511 | +750,987 |
| PJT PARTNERS INC | 131,926 | 142,496 | +10,570 | 23,447,208 | 23,825,331 | +378,123 |
| SAIA INC | 2,510 | 2,510 | 0 | 751,394 | 819,565 | +68,171 |
| CLEAN HARBORS INC | 6,770 | 6,770 | 0 | 1,572,129 | 1,587,430 | +15,301 |
| WESCO INTL INC | 40 | 40 | 0 | 8,460 | 9,786 | +1,326 |
| RENAISSANCERE HLDGS LTD | 3,851 | 2,594 | -1,257 | 977,884 | 729,329 | -248,555 |
| WEBSTER FINL CORP | 22,661 | 15,485 | -7,176 | 1,346,970 | 974,626 | -372,344 |
| ARCOS DORADOS HOLDINGS INC | 656,752 | 549,322 | -107,430 | 4,433,076 | 4,032,023 | -401,053 |
| PAYMENTUS HOLDINGS INC | 774,593 | 736,827 | -37,766 | 23,702,546 | 23,276,365 | -426,181 |
| SHOULDER INNOVATIONS INC | 382,367 | 289,850 | -92,517 | 4,798,706 | 4,144,855 | -653,851 |
| LEGENCE CORP | 633,642 | 437,480 | -196,162 | 19,522,510 | 18,829,139 | -693,371 |
| VIA TRANSN INC | 14,900 | 0 | -14,900 | 716,392 | 0 | -716,392 |
| WORKIVA INC | 513,503 | 502,403 | -11,100 | 44,202,338 | 43,332,259 | -870,079 |
| MIRION TECHNOLOGIES INC | 1,013,339 | 967,261 | -46,078 | 23,570,265 | 22,653,253 | -917,012 |
| IRHYTHM TECHNOLOGIES INC | 67,317 | 59,822 | -7,495 | 11,577,851 | 10,614,816 | -963,035 |
| NOVA LTD | 39,570 | 34,600 | -4,970 | 12,648,946 | 11,362,294 | -1,286,652 |
| Q2 HLDGS INC | 385,119 | 368,010 | -17,109 | 27,878,764 | 26,555,602 | -1,323,162 |
| MATADOR RES CO | 393,232 | 383,007 | -10,225 | 17,667,914 | 16,254,817 | -1,413,097 |
| NATIONAL STORAGE AFFILIATES | 713,952 | 689,692 | -24,260 | 21,575,629 | 19,456,211 | -2,119,418 |
| NORWEGIAN CRUISE LINE HLDG L | 1,970,972 | 2,068,797 | +97,825 | 48,545,040 | 46,175,549 | -2,369,491 |
| CG ONCOLOGY INC | 503,526 | 426,019 | -77,507 | 20,282,027 | 17,688,309 | -2,593,718 |
| MONOLITHIC PWR SYS INC | 141,011 | 140,279 | -732 | 129,820,367 | 127,143,274 | -2,677,093 |
| ARGENX SE | 127,530 | 108,509 | -19,021 | 94,061,027 | 91,250,644 | -2,810,383 |
| VICTORY CAP HLDGS INC | 759,502 | 731,214 | -28,288 | 49,185,350 | 46,132,291 | -3,053,059 |
| SITIME CORP | 131,700 | 103,423 | -28,277 | 39,682,527 | 36,527,969 | -3,154,558 |
| GFL ENVIRONMENTAL INC | 1,087,968 | 1,125,123 | +37,155 | 51,547,924 | 48,324,033 | -3,223,891 |
| CURTISS WRIGHT CORP | 173,547 | 164,677 | -8,870 | 94,225,608 | 90,781,490 | -3,444,118 |