TimesSquare Capital Management, LLC
CIK 1313816 · Holdings on Sep 30, 2025 · First reported Nov 7, 2025
Top ten holdings
Q3 2025- EME2.45%
- COR1.98%
- FROG1.96%
- MPWR1.86%
- VEEV1.84%
- IDXX1.76%
- CYBR1.74%
- LNG1.65%
- KRMN1.60%
- HUBS1.54%
Share classes counted separately18.38%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- KRMNWeight increased · +1.36 pp0.24% → 1.60%Shares +1.21M (+361.68%)
- FLUTWeight increased · +0.98 pp0.40% → 1.38%Shares +282.74K (+294.08%)
- CRSWeight increased · +0.84 pp0.24% → 1.08%Shares +246.35K (+406.37%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | EMEEMCOR GROUP INC View history and evidence | $171.63M | 2.45% | 264.24K shares | 2.16% → 2.45%+0.29 pp -16.25K (-5.79%) | Reduced | ↗▾ |
| 02 | CORCENCORA INC View history and evidence | $138.64M | 1.98% | 443.60K shares | 2.01% → 1.98%-0.03 pp -22.29K (-4.78%) | Reduced | ↗▾ |
| 03 | FROGJFROG LTDORD SHS View history and evidence | $137.07M | 1.96% | 2.90M shares | 2.15% → 1.96%-0.19 pp -505.29K (-14.86%) | Reduced | ↗▾ |
| 04 | MPWRMONOLITHIC POWER SYSTEMS INC View history and evidence | $129.82M | 1.86% | 141.01K shares | 1.56% → 1.86%+0.30 pp -6.90K (-4.66%) | Reduced | ↗▾ |
| 05 | VEEVVEEVA SYSTEMS INC-CLASS ACL A COM View history and evidence | $129.01M | 1.84% | 433.03K shares | 1.88% → 1.84%-0.04 pp -19.72K (-4.36%) | Reduced | ↗▾ |
| 06 | IDXXIDEXX LABORATORIES INC View history and evidence | $123.27M | 1.76% | 192.94K shares | 1.56% → 1.76%+0.20 pp -8.34K (-4.14%) | Reduced | ↗▾ |
| 07 | CYBRCYBERARK SOFTWARE LTD/ISRAELSHS View history and evidence | $121.84M | 1.74% | 252.17K shares | 1.79% → 1.74%-0.05 pp -53.27K (-17.44%) | Reduced | ↗▾ |
| 08 | LNGCHENIERE ENERGY INCCOM NEW View history and evidence | $115.21M | 1.65% | 490.31K shares | 1.80% → 1.65%-0.15 pp -22.37K (-4.36%) | Reduced | ↗▾ |
| 09 | KRMNKARMAN HOLDINGS INCCOMMON STOCK View history and evidence | $111.69M | 1.60% | 1.55M shares | 0.24% → 1.60%+1.36 pp +1.21M (+361.68%) | Added | ↗▾ |
| 10 | HUBSHUBSPOT INC View history and evidence | $107.78M | 1.54% | 230.40K shares | 1.92% → 1.54%-0.38 pp -9.20K (-3.84%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| INSP INSPIRE MEDICAL SYSTEMS INC | Non-derivative | -499,199 | -$64.78M | SEC filing ↗ | SEC filing ↗ |
| RPM RPM INTERNATIONAL INC | Non-derivative | -453,589 | -$49.82M | SEC filing ↗ | SEC filing ↗ |
| AZEK AZEK CO INC/THE | Non-derivative | -747,116 | -$40.61M | SEC filing ↗ | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1313816 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 6992740
}Research all 156 reported holdings.
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