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:

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INSMED Inc

INSM|457669307

Shares:1.1M

Value:$81.2M

% of Portfolio:1.3% ($81.2M/$6.2B)

ALLSTATE CORP

ALL|020002101

Shares:371.3K

Value:$76.9M

% of Portfolio:1.2% ($76.9M/$6.2B)

Inspire Medical Systems, Inc.

INSP|457730109

Shares:476.2K

Value:$75.9M

% of Portfolio:1.2% ($75.9M/$6.2B)

ARGENX SE

ARGX|04016X101

Shares:125.3K

Value:$74.2M

% of Portfolio:1.2% ($74.2M/$6.2B)

ROSS STORES, INC.

ROST|778296103

Shares:579.5K

Value:$74.1M

% of Portfolio:1.2% ($74.1M/$6.2B)

Loar Holdings Inc.

LOAR|53947R105

Shares:993.5K

Value:$70.2M

% of Portfolio:1.1% ($70.2M/$6.2B)

Stevanato Group S.p.A.

STVN|T9224W109

Shares:3.4M

Value:$68.6M

% of Portfolio:1.1% ($68.6M/$6.2B)

PINTEREST, INC.

PINS|72352L106

Shares:2.2M

Value:$67.7M

% of Portfolio:1.1% ($67.7M/$6.2B)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:1.2M

Value:$67.4M

% of Portfolio:1.1% ($67.4M/$6.2B)

DoorDash, Inc.

DASH|25809K105

Shares:358.8K

Value:$65.6M

% of Portfolio:1.1% ($65.6M/$6.2B)

Interactive Brokers Group, Inc.

IBKR|45841N107

Shares:392.3K

Value:$65.0M

% of Portfolio:1.0% ($65.0M/$6.2B)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:122.3K

Value:$64.3M

% of Portfolio:1.0% ($64.3M/$6.2B)

Dynatrace, Inc.

DT|268150109

Shares:1.4M

Value:$64.2M

% of Portfolio:1.0% ($64.2M/$6.2B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:181.8K

Value:$64.1M

% of Portfolio:1.0% ($64.1M/$6.2B)

Waste Connections, Inc.

WCN|94106B101

Shares:328.1K

Value:$64.0M

% of Portfolio:1.0% ($64.0M/$6.2B)

HEXCEL CORP /DE/

HXL|428291108

Shares:1.2M

Value:$63.9M

% of Portfolio:1.0% ($63.9M/$6.2B)

CURTISS WRIGHT CORP

CW|231561101

Shares:199.0K

Value:$63.1M

% of Portfolio:1.0% ($63.1M/$6.2B)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:106.5K

Value:$61.9M

% of Portfolio:1.0% ($61.9M/$6.2B)

Robinhood Markets, Inc.

HOOD|770700102

Shares:1.5M

Value:$60.6M

% of Portfolio:1.0% ($60.6M/$6.2B)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:752.9K

Value:$59.7M

% of Portfolio:1.0% ($59.7M/$6.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
INSMED Inc(INSMcusip457669307)	1.1M	QoQ +55.48% (+379.8K) YoY NEW(+1.1M)	All Managers (Combined)	$81.2M	1.3% ($81.2M/$6.2B)	QoQ +71.81% (+$33.9M) YoY NEW(+$81.2M)
ALLSTATE CORP(ALLcusip020002101)	371.3K	QoQ -12.83% (-54.7K) YoY NEW(+371.3K)	All Managers (Combined)	$76.9M	1.2% ($76.9M/$6.2B)	QoQ -6.37% (-$5.2M) YoY NEW(+$76.9M)
Inspire Medical Systems, Inc.(INSPcusip457730109)	476.2K	QoQ +9.77% (-42.4K) YoY NEW(+476.2K)	All Managers (Combined)	$75.9M	1.2% ($75.9M/$6.2B)	QoQ -5.67% (-$4.6M) YoY NEW(+$75.9M)
ARGENX SE(ARGXcusip04016X101)	125.3K	QoQ +0.84% (-1.1K) YoY +33.59% (+31.5K)	All Managers (Combined)	$74.2M	1.2% ($74.2M/$6.2B)	QoQ -2.94% (-$2.3M) YoY +200722.50% (+$74.1M)
ROSS STORES, INC.(ROSTcusip778296103)	579.5K	QoQ +1.00% (-5.7K) YoY -7.70% (-48.4K)	All Managers (Combined)	$74.1M	1.2% ($74.1M/$6.2B)	QoQ -14.67% (-$12.7M) YoY +80266.19% (-$74.0M)
Loar Holdings Inc.(LOARcusip53947R105)	993.5K	QoQ -6.84% (-73.0K) YoY NEW(+993.5K)	All Managers (Combined)	$70.2M	1.1% ($70.2M/$6.2B)	QoQ -10.95% (-$8.6M) YoY NEW(+$70.2M)
Stevanato Group S.p.A.(STVNcusipT9224W109)	3.4M	QoQ +2.14% (-70.4K) YoY +106.57% (+1.7M)	All Managers (Combined)	$68.6M	1.1% ($68.6M/$6.2B)	QoQ -4.28% (-$3.1M) YoY +131306.18% (+$68.5M)
PINTEREST, INC.(PINScusip72352L106)	2.2M	QoQ +4.60% (+96.2K) YoY +20.55% (+372.4K)	All Managers (Combined)	$67.7M	1.1% ($67.7M/$6.2B)	QoQ +11.82% (+$7.2M) YoY +107690.52% (+$67.7M)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	1.2M	QoQ +4.21% (+49.5K) YoY +713.32% (+1.1M)	All Managers (Combined)	$67.4M	1.1% ($67.4M/$6.2B)	QoQ +8.22% (+$5.1M) YoY +171129.61% (+$67.4M)
DoorDash, Inc.(DASHcusip25809K105)	358.8K	QoQ +0.63% (+2.3K) YoY NEW(+358.8K)	All Managers (Combined)	$65.6M	1.1% ($65.6M/$6.2B)	QoQ +9.64% (+$5.8M) YoY NEW(+$65.6M)
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	392.3K	QoQ +36.29% (+104.5K) YoY -7.44% (-31.6K)	All Managers (Combined)	$65.0M	1.0% ($65.0M/$6.2B)	QoQ +27.74% (+$14.1M) YoY +137093.05% (-$64.9M)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	122.3K	QoQ +118.57% (+66.3K) YoY +2113.87% (+116.7K)	All Managers (Combined)	$64.3M	1.0% ($64.3M/$6.2B)	QoQ +93.43% (+$31.1M) YoY +3720813.65% (+$64.3M)
Dynatrace, Inc.(DTcusip268150109)	1.4M	QoQ +0.18% (-2.5K) YoY NEW(+1.4M)	All Managers (Combined)	$64.2M	1.0% ($64.2M/$6.2B)	QoQ -13.08% (-$9.7M) YoY NEW(+$64.2M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	181.8K	QoQ -13.40% (-28.1K) YoY -55.05% (-222.7K)	All Managers (Combined)	$64.1M	1.0% ($64.1M/$6.2B)	QoQ -10.76% (-$7.7M) YoY +49325.75% (-$64.0M)
Waste Connections, Inc.(WCNcusip94106B101)	328.1K	QoQ -26.23% (-116.7K) YoY -45.79% (-277.2K)	All Managers (Combined)	$64.0M	1.0% ($64.0M/$6.2B)	QoQ -16.08% (-$12.3M) YoY +61409.42% (-$63.9M)
HEXCEL CORP /DE/(HXLcusip428291108)	1.2M	QoQ +416.94% (+940.8K) YoY +16.42% (+164.5K)	All Managers (Combined)	$63.9M	1.0% ($63.9M/$6.2B)	QoQ +351.48% (+$49.7M) YoY +87411.04% (+$63.8M)
CURTISS WRIGHT CORP(CWcusip231561101)	199.0K	QoQ +13.02% (+22.9K) YoY NEW(+199.0K)	All Managers (Combined)	$63.1M	1.0% ($63.1M/$6.2B)	QoQ +1.05% (+$657.9K) YoY NEW(+$63.1M)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	106.5K	QoQ -0.22% (-235) YoY -13.80% (-17.1K)	All Managers (Combined)	$61.9M	1.0% ($61.9M/$6.2B)	QoQ +0.60% (-$370.5K) YoY +117807.17% (-$61.9M)
Robinhood Markets, Inc.(HOODcusip770700102)	1.5M	QoQ -23.94% (-458.3K) YoY NEW(+1.5M)	All Managers (Combined)	$60.6M	1.0% ($60.6M/$6.2B)	QoQ -15.04% (-$10.7M) YoY NEW(+$60.6M)
COSTAR GROUP, INC.(CSGPcusip22160N109)	752.9K	QoQ +12.54% (+83.9K) YoY +7.63% (+53.4K)	All Managers (Combined)	$59.7M	1.0% ($59.7M/$6.2B)	QoQ +24.55% (+$11.8M) YoY +88183.26% (+$59.6M)