Timessquare-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVMI",
  "MRUS",
  "ALAB",
  "PINS",
  "RGEN",
  "INSM",
  "KRYS",
  "GFL.TO",
  "HLNE",
  "HOOD",
  "STVN",
  "NAMS",
  "AZEK",
  "MPWR",
  "MGY",
  "ARGX",
  null,
  "INSP",
  "KTOS",
  "RRX",
  "POOL",
  "CBLL",
  "FTAI",
  "GLBE",
  "QTWO",
  "FROG",
  "LOAR",
  "INTA",
  "RBC",
  "ITT",
  "MTSI",
  "ALL",
  "FRPT",
  "ASGN",
  "BOOT",
  "ESAB",
  "APP",
  "BRO",
  "AIT",
  "NICE",
  "MYRG",
  "DT",
  "ERJ",
  "EHC",
  "SAFT",
  "TTAN",
  "PAX",
  "IBKR",
  "RPM",
  "HUBS",
  null,
  "PAY",
  "OS",
  null,
  "MRVL",
  "EXPO",
  "FICO",
  "FND",
  "HXL",
  "ORLY",
  "DASH",
  "IOT",
  "ROK",
  "ROST",
  "TYL",
  "ADUS",
  "PCTY",
  "MVBF",
  "SLNO",
  "ACVA",
  "NSA",
  "EME",
  "LSCC",
  "TRGP",
  "TSCO",
  "IT",
  "PR",
  null,
  "VRSK",
  "SAIA",
  "MTDR",
  "SYNA",
  "AXON",
  "APH",
  "WSO",
  "VVV",
  "WCN",
  "EFX",
  "EE",
  null,
  "IAS",
  "IDXX",
  "PJT",
  "KLIC",
  "TTWO",
  "VCEL",
  "VRNA",
  "VERX",
  "VEEV",
  "VCTR",
  "WRBY",
  null,
  "WCC",
  "WBS",
  "WSC",
  "WH",
  "WK",
  "XENE",
  "ESTC",
  "PAR",
  "ONTO",
  "JKHY",
  null,
  "TRMB",
  "PFGC",
  "RNR",
  "TPG",
  "PCVX",
  "AME",
  "BSY",
  "BJ",
  null,
  "BFAM",
  "BC",
  "WHD",
  "CWST",
  "CGON",
  "CHEF",
  "LNG",
  "CTAS",
  "CWAN",
  "CLH",
  "FIX",
  "ROAD",
  "CSGP",
  "CRDO",
  "CRWD",
  "CW",
  "CYBR",
  "TTEK",
  "MAX",
  "MLM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 142
Total Value: 6209841851
Accession Number: 0000950123-25-003971
Form Type: 13F-HR
CIK: timessquare-capital-management
Manager Name: Timessquare-Capital-Management

Data Enrichment

94% identified

134 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

142 positions • $6.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CyberArk Software Ltd.

CYBR|M2682V108

Shares:457.2K

Value:$154.5M

% of Portfolio:2.5% ($154.5M/$6.2B)

03073E105

Shares:466.3K

Value:$129.7M

% of Portfolio:2.1% ($129.7M/$6.2B)

HUBSPOT INC

HUBS|443573100

Shares:218.1K

Value:$124.6M

% of Portfolio:2.0% ($124.6M/$6.2B)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:401.4K

Value:$119.5M

% of Portfolio:1.9% ($119.5M/$6.2B)

Cheniere Energy, Inc.

LNG|16411R208

Shares:504.0K

Value:$116.6M

% of Portfolio:1.9% ($116.6M/$6.2B)

JFrog Ltd

FROG|M6191J100

Shares:3.6M

Value:$115.9M

% of Portfolio:1.9% ($115.9M/$6.2B)

BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

Shares:968.9K

Value:$110.5M

% of Portfolio:1.8% ($110.5M/$6.2B)

EMCOR Group, Inc.

EME|29084Q100

Shares:283.8K

Value:$104.9M

% of Portfolio:1.7% ($104.9M/$6.2B)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:444.9K

Value:$103.1M

% of Portfolio:1.7% ($103.1M/$6.2B)

ServiceTitan, Inc.

TTAN|81764X103

Shares:1.0M

Value:$99.4M

% of Portfolio:1.6% ($99.4M/$6.2B)

REGAL REXNORD CORP

RRX|758750103

Shares:871.4K

Value:$99.2M

% of Portfolio:1.6% ($99.2M/$6.2B)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:68.6K

Value:$98.2M

% of Portfolio:1.6% ($98.2M/$6.2B)

ESAB Corp

ESAB|29605J106

Shares:789.5K

Value:$92.0M

% of Portfolio:1.5% ($92.0M/$6.2B)

GARTNER INC

IT|366651107

Shares:217.8K

Value:$91.4M

% of Portfolio:1.5% ($91.4M/$6.2B)

TPG Inc.

TPG|872657101

Shares:1.8M

Value:$87.5M

% of Portfolio:1.4% ($87.5M/$6.2B)

AppLovin Corp

APP|03831W108

Shares:321.4K

Value:$85.2M

% of Portfolio:1.4% ($85.2M/$6.2B)

CINTAS CORP

CTAS|172908105

Shares:410.3K

Value:$84.3M

% of Portfolio:1.4% ($84.3M/$6.2B)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:145.3K

Value:$84.3M

% of Portfolio:1.4% ($84.3M/$6.2B)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:197.7K

Value:$83.0M

% of Portfolio:1.3% ($83.0M/$6.2B)

LATTICE SEMICONDUCTOR CORP

LSCC|518415104

Shares:1.6M

Value:$81.8M

% of Portfolio:1.3% ($81.8M/$6.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CyberArk Software Ltd.(CYBRcusipM2682V108)	457.2K	QoQ -18.40% (-103.2K) YoY -17.14% (-94.6K)	All Managers (Combined)	$154.5M	2.5% ($154.5M/$6.2B)	QoQ -17.22% (-$32.1M) YoY +105325.16% (-$154.4M)
(cusip03073E105)✕	466.3K	QoQ -14.32% (-78.0K) YoY -6.06% (-30.1K)	All Managers (Combined)	$129.7M	2.1% ($129.7M/$6.2B)	QoQ +6.04% (-$7.4M) YoY +107402.55% (-$129.6M)
HUBSPOT INC(HUBScusip443573100)	218.1K	QoQ -2.70% (-6.1K) YoY +54.52% (+76.9K)	All Managers (Combined)	$124.6M	2.0% ($124.6M/$6.2B)	QoQ -20.22% (-$31.6M) YoY +140795.41% (+$124.5M)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	401.4K	QoQ +0.68% (+2.7K) YoY +0.33% (+1.3K)	All Managers (Combined)	$119.5M	1.9% ($119.5M/$6.2B)	QoQ +8.79% (+$9.7M) YoY +126576.58% (+$119.4M)
Cheniere Energy, Inc.(LNGcusip16411R208)	504.0K	QoQ +1.36% (+6.8K) YoY -6.07% (-32.6K)	All Managers (Combined)	$116.6M	1.9% ($116.6M/$6.2B)	QoQ +9.16% (+$9.8M) YoY +134664.74% (-$116.5M)
JFrog Ltd(FROGcusipM6191J100)	3.6M	QoQ +6.54% (+222.6K) YoY +148.46% (+2.2M)	All Managers (Combined)	$115.9M	1.9% ($115.9M/$6.2B)	QoQ +15.93% (+$15.9M) YoY +179702.64% (+$115.9M)
BJ's Wholesale Club Holdings, Inc.(BJcusip05550J101)	968.9K	QoQ -23.78% (-302.4K) YoY -29.67% (-408.7K)	All Managers (Combined)	$110.5M	1.8% ($110.5M/$6.2B)	QoQ -2.67% (-$3.0M) YoY +105975.75% (-$110.4M)
EMCOR Group, Inc.(EMEcusip29084Q100)	283.8K	QoQ +23.73% (+54.4K) YoY -11.71% (-37.7K)	All Managers (Combined)	$104.9M	1.7% ($104.9M/$6.2B)	QoQ +0.76% (+$796.7K) YoY +93085.49% (-$104.8M)
VEEVA SYSTEMS INC(VEEVcusip922475108)	444.9K	QoQ +0.64% (+2.9K) YoY -6.66% (-31.8K)	All Managers (Combined)	$103.1M	1.7% ($103.1M/$6.2B)	QoQ +10.88% (+$10.1M) YoY +93210.28% (-$103.0M)
ServiceTitan, Inc.(TTANcusip81764X103)	1.0M	QoQ +22.29% (+190.5K) YoY NEW(+1.0M)	All Managers (Combined)	$99.4M	1.6% ($99.4M/$6.2B)	QoQ +13.06% (+$11.5M) YoY NEW(+$99.4M)
REGAL REXNORD CORP(RRXcusip758750103)	871.4K	QoQ -1.43% (-12.7K) YoY +86.80% (+404.9K)	All Managers (Combined)	$99.2M	1.6% ($99.2M/$6.2B)	QoQ -27.66% (-$37.9M) YoY +117988.81% (+$99.1M)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	68.6K	QoQ -4.58% (-3.3K) YoY -33.10% (-33.9K)	All Managers (Combined)	$98.2M	1.6% ($98.2M/$6.2B)	QoQ +15.27% (-$13.0M) YoY +84793.35% (-$98.1M)
ESAB Corp(ESABcusip29605J106)	789.5K	QoQ -5.98% (-50.2K) YoY +67.36% (+317.7K)	All Managers (Combined)	$92.0M	1.5% ($92.0M/$6.2B)	QoQ -8.67% (-$8.7M) YoY +176238.14% (+$91.9M)
GARTNER INC(ITcusip366651107)	217.8K	QoQ +2.57% (-5.5K) YoY -5.48% (-12.6K)	All Managers (Combined)	$91.4M	1.5% ($91.4M/$6.2B)	QoQ -11.12% (-$11.4M) YoY +83127.71% (-$91.3M)
TPG Inc.(TPGcusip872657101)	1.8M	QoQ +8.02% (-137.1K) YoY -1.13% (-21.2K)	All Managers (Combined)	$87.5M	1.4% ($87.5M/$6.2B)	QoQ -18.46% (-$19.8M) YoY +104803.69% (-$87.5M)
AppLovin Corp(APPcusip03831W108)	321.4K	QoQ +17.60% (-48.1K) YoY NEW(+321.4K)	All Managers (Combined)	$85.2M	1.4% ($85.2M/$6.2B)	QoQ -3.77% (-$3.3M) YoY NEW(+$85.2M)
CINTAS CORP(CTAScusip172908105)	410.3K	QoQ -16.10% (-78.8K) YoY +104.39% (+209.6K)	All Managers (Combined)	$84.3M	1.4% ($84.3M/$6.2B)	QoQ -5.62% (-$5.0M) YoY +61045.77% (+$84.2M)
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	145.3K	QoQ +6.33% (+8.7K) YoY +44.00% (+44.4K)	All Managers (Combined)	$84.3M	1.4% ($84.3M/$6.2B)	QoQ +4.23% (+$3.4M) YoY +123187.96% (+$84.2M)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	197.7K	QoQ +2.18% (+4.2K) YoY +31.63% (+47.5K)	All Managers (Combined)	$83.0M	1.3% ($83.0M/$6.2B)	QoQ +3.79% (+$3.0M) YoY +102286.24% (+$83.0M)
LATTICE SEMICONDUCTOR CORP(LSCCcusip518415104)	1.6M	QoQ +2.33% (-35.5K) YoY NEW(+1.6M)	All Managers (Combined)	$81.8M	1.3% ($81.8M/$6.2B)	QoQ -5.25% (-$4.5M) YoY NEW(+$81.8M)