Timessquare Capital Management, LLC

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: 0001313816
Manager Name: Timessquare Capital Management, LLC

Data Enrichment

94% identified

134 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

142 positions • $6,209,841.851K total value

142 positions

Manager:

SEC FilingSEC DataHachi Filing

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CyberArk Software Ltd.

CYBR|M2682V108

457199(-18.4%)

Value:

$154.5B(-17.2%)

03073E105

466298(-14.3%)

Value:

$129.7B(+6.0%)

HUBSPOT INC

HUBS|443573100

218060(-2.7%)

Value:

$124.6B(-20.2%)

Verisk Analytics, Inc.

VRSK|92345Y106

401405(+0.7%)

Value:

$119.5B(+8.8%)

Cheniere Energy, Inc.

LNG|16411R208

504005(+1.4%)

Value:

$116.6B(+9.2%)

JFrog Ltd

FROG|M6191J100

3622911(+6.5%)

Value:

$115.9B(+15.9%)

BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

968850(-23.8%)

Value:

$110.5B(-2.7%)

EMCOR Group, Inc.

EME|29084Q100

283812(+23.7%)

Value:

$104.9B(+0.8%)

VEEVA SYSTEMS INC

VEEV|922475108

444943(+0.6%)

Value:

$103.1B(+10.9%)

ServiceTitan, Inc.

TTAN|81764X103

1044914(+22.3%)

Value:

$99.4B(+13.1%)

REGAL REXNORD CORP

RRX|758750103

871399(-1.4%)

Value:

$99.2B(-27.7%)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

68558(-4.6%)

Value:

$98.2B(+15.3%)

ESAB Corp

ESAB|29605J106

789450(-6.0%)

Value:

$92.0B(-8.7%)

GARTNER INC

IT|366651107

217809(+2.6%)

Value:

$91.4B(-11.1%)

TPG Inc.

TPG|872657101

1845646(+8.0%)

Value:

$87.5B(-18.5%)

AppLovin Corp

APP|03831W108

321375(+17.6%)

Value:

$85.2B(-3.8%)

CINTAS CORP

CTAS|172908105

410322(-16.1%)

Value:

$84.3B(-5.6%)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

145302(+6.3%)

Value:

$84.3B(+4.2%)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

197746(+2.2%)

Value:

$83.0B(+3.8%)

LATTICE SEMICONDUCTOR CORP

LSCC|518415104

1559055(+2.3%)

Value:

$81.8B(-5.3%)

Instrument	Shares		Other Manager	Value
Cyberark Software Ltd.(CYBRcusipM2682V108)	457.2K	QoQ -18.40% (-103.2K) YoY -17.14% (-94.6K)	All Managers (Combined)	$154.5M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -5.25% (-$4.5M) YoY NEW(+$81.8M)