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CIK: 0001313816
Total reported value
$6.8B
$6.8B
145 檔
10.3%
In Q2 2025, TimesSquare Capital Management, LLC's U.S. equity holdings reached a combined market value of $6.8B, distributed across 145 disclosed stock positions.
During Q2 2025, TimesSquare Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EME | Emcor Group Inc | Stock-Industrials | 2.16% | -0.34% | -1.17% | |
| 2 | FROG | JFrog Ltd. | Stock-Tech | 2.15% | +0.47% | -6.12% | |
| 3 | COR | Cencora Inc | Stock-Healthcare | 2.01% | -0.51% | -0.09% | |
| 4 | HUBS | Hubspot Inc | Stock-Tech | 1.92% | — | +9.88% | |
| 5 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.88% | -0.15% | +1.76% | |
| 6 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.82% | -0.30% | +20.88% | |
| 7 | LNG | Cheniere Energy Inc | Stock-Energy | 1.80% | -0.62% | +1.72% | |
| 8 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 1.79% | — | -33.19% | |
| 9 | RRX | Regal Rexnord CORP | Stock-Industrials | 1.78% | +0.14% | -2.25% | |
| 10 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.71% | -0.20% | -4.98% | |
| 11 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 1.56% | -0.33% | +1.79% | |
| 12 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.56% | -0.29% | +1.79% | |
| 13 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.54% | +0.22% | +5.29% | |
| 14 | TPG | Tpg Inc | Stock-Financials | 1.41% | -0.11% | +1.35% | |
| 15 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.39% | +0.11% | -29.16% | |
| 16 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.36% | -0.20% | +1422.74% | |
| 17 | TTAN | Servicetitan Inc-a | Stock-Tech | 1.31% | -0.05% | -18.61% | |
| 18 | APP | Applovin Corp-class A | Stock-Tech | 1.31% | — | -19.20% | |
| 19 | CTAS | Cintas CORP | Stock-Industrials | 1.31% | -0.14% | -0.61% | |
| 20 | DASH | Doordash Inc - A | Stock-Consumer Disc | 1.30% | +0.06% | +1.88% | |
| 21 | ESAB | Esab CORP | Stock-Industrials | 1.30% | -0.28% | -5.37% | |
| 22 | IT | Gartner Inc | Stock-Tech | 1.29% | — | +1.87% | |
| 23 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 1.27% | +0.17% | +305.42% | |
| 24 | CW | Curtiss-wright CORP | Stock-Industrials | 1.27% | -0.07% | -9.47% | |
| 25 | INSM | Insmed Inc | Stock-Healthcare | 1.27% | -0.48% | -17.92% | |
| 26 | STVN | Stevanato Group S.p.A. | Stock-Other | 1.17% | +0.11% | -1.00% | |
| 27 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 1.14% | — | +1.26% | |
| 28 | LSCC | Lattice Semiconductor CORP | Stock-Tech | 1.12% | +0.39% | +1.81% | |
| 29 | DT | Dynatrace Inc | Stock-Tech | 1.10% | +0.03% | +1.56% | |
| 30 | K4F | Onestream Inc | Stock-Other | 1.09% | — | -1.22% | |
| 31 | ARGX | Argenx Se - Adr | Stock-Healthcare | 1.06% | +0.10% | +6.61% | |
| 32 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.04% | -0.69% | +11.23% | |
| 33 | ALL | Allstate CORP | Stock-Financials | 1.03% | — | -4.05% | |
| 34 | WH | Wyndham Hotels & Resorts Inc | Stock-Consumer Disc | 1.01% | -0.49% | +36.08% | |
| 35 | LOAR | Loar Holdings Inc | Stock-Other | 0.97% | +0.05% | -21.82% | |
| 36 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.96% | -0.23% | -9.95% | |
| 37 | HXL | Hexcel CORP | Stock-Industrials | 0.95% | +0.01% | -0.50% | |
| 38 | CSGP | Costar Group Inc | Stock-Real Estate | 0.94% | -0.54% | EXIT | |
| 39 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 0.93% | — | +4.83% | |
| 40 | TYL | Tyler Technologies Inc | Stock-Tech | 0.93% | -0.17% | +1.84% | |
| 41 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 0.87% | +0.18% | -0.48% | |
| 42 | MLM | Martin Marietta Materials | Stock-Materials | 0.85% | -0.11% | -4.01% | |
| 43 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 0.83% | -0.05% | +10.18% | |
| 44 | TRMB | Trimble Inc | Stock-Tech | 0.83% | -0.25% | +1.36% | |
| 45 | WCN | Waste Connections Inc | Stock-Industrials | 0.83% | -0.05% | -6.12% | |
| 46 | BSY | Bentley Systems Inc-class B | Stock-Tech | 0.82% | -0.14% | -3.52% | |
| 47 | IOT | Samsara Inc-cl A | Stock-Tech | 0.82% | -0.08% | +66.96% | |
| 48 | TRGP | Targa Resources CORP | Stock-Energy | 0.79% | -0.11% | +14.54% | |
| 49 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 0.77% | -0.07% | +23.91% | |
| 50 | POOL | Pool CORP | Stock-Industrials | 0.77% | — | +5.17% |
According to official SEC Form 13F filings, TimesSquare Capital Management, LLC reported a total U.S. public equity portfolio value of $6.8B across 145 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including EME, FROG, COR) accounted for 10.3% of total reported equity market value during Q2 2025.
During Q2 2025, TimesSquare Capital Management, LLC's top holdings by market value included EME (2.2%)、FROG (2.1%)、COR (2.0%). The largest single position, EME, represented 2.2% of total portfolio value.
In Q2 2025, TimesSquare Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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