Timessquare Capital Management, LLC

CIK Number: 0001313816

6.21B
Market Value
147
# of Holdings
14 months
Avg. Holding Period
43.64%
Win Rate
13.66%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 CYBR CyberArk Softwa...
389.56
+0.74% 560.35K +4.63% 186.68M 145.9 2.72%
2 HUBS HubSpot, Inc.
548.63
-1.07% 224.12K +7.83% 156.16M 456 2.28%
3 RRX Regal Rexnord C...
141.99
+3.12% 884.1K +35.68% 137.15M 156.02 2.00%
4 BJ BJ's Wholesale ...
108.89
-1.56% 1.27M -13.64% 113.58M 53.51 1.66%
5 VRSK Verisk Analytic...
309.05
-0.44% 398.69K -5.02% 109.81M 149.8 1.60%
6 TPG TPG Inc.
50.17
+0.71% 1.71M -4.12% 107.36M 29.3 1.56%
7 LNG Cheniere Energy...
233.25
-2.14% 497.21K -4.83% 106.83M 115.86 1.56%
8 EME EMCOR Group, In...
485.27
+1.54% 229.37K -13.61% 104.11M 160.69 1.52%
9 IT Gartner, Inc.
408.75
+0.93% 212.33K -5.27% 102.87M 119.58 1.50%
10 ESAB ESAB Corporatio...
123.90
-0.19% 839.68K +104.35% 100.71M 81.84 1.47%
11 FROG JFrog Ltd.
41.47
+1.93% 3.4M +12.04% 100M 37.92 1.46%
12 VEEV Veeva Systems I...
283.66
+0.39% 442.08K -5.16% 92.95M 191.35 1.35%
13 CTAS Cintas Corporat...
222.25
+0.12% 489.1K -18.63% 89.36M 74.79 1.30%
14 TER Teradyne, Inc.
87.56
+5.39% 708.35K +9.48% 89.2M 111.79 1.30%
15 APP AppLovin Corpor...
370.93
+1.77% 273.28K +100.00% 88.49M 323.83 1.29%
16 TTAN ServiceTitan, I...
106.40
+6.20% 854.44K +100.00% 87.9M 102.87 1.28%
17 ROST Ross Stores, In...
131.12
-0.55% 573.77K -5.63% 86.79M 90.17 1.26%
18 LSCC Lattice Semicon...
47.81
-0.07% 1.52M +2.92K% 86.31M 56.53 1.26%
19 ORLY O'Reilly Automo...
88.05
-2.07% 71.85K -21.69% 85.2M 401.89 1.24%
20 ALL The Allstate Co...
199.28
+0.18% 425.98K +3.81% 82.12M 189.77 1.20%
21 MPWR Monolithic Powe...
705.45
+4.82% 136.64K +22.47% 80.85M 319.95 1.18%
22 INSP Inspire Medical...
129.39
+1.74% 433.81K +100.00% 80.42M 185.38 1.17%
23 IDXX IDEXX Laborator...
528.44
+1.10% 193.52K +31.95% 80.01M 404.99 1.17%
24 LOAR Loar Holdings I...
82.14
-1.52% 1.07M +159.81% 78.83M 68.97 1.15%
25 ARGX argenx SE
551.73
-4.53% 124.25K +13.48% 76.41M 359.09 1.11%
26 WCN Waste Connectio...
186.99
-1.93% 444.85K -22.95% 76.33M 84.54 1.11%
27 DT Dynatrace, Inc.
54.40
+2.58% 1.36M +100.00% 73.91M 54.35 1.08%
28 CRWD CrowdStrike Hol...
479.14
-0.31% 209.89K -24.08% 71.82M 67.56 1.05%
29 STVN Stevanato Group...
24.05
+2.43% 3.29M +114.60% 71.66M 26.24 1.04%
30 HOOD Robinhood Marke...
76.73
+5.70% 1.91M +100.00% 71.32M 37.26 1.04%
31 CWST Casella Waste S...
116.06
-1.45% 647K +13.39% 68.46M 64.75 1.00%
32 VCTR Victory Capital...
62.35
+1.22% 976.16K +20.53% 63.9M 39.58 0.93%
33 CW Curtiss-Wright ...
469.86
-0.73% 176.07K +1.77K% 62.48M 353.47 0.91%
34 TSCO Tractor Supply ...
51.63
+0.17% 1.17M +373.71% 62.29M 52.39 0.91%
35 TYL Tyler Technolog...
588.77
+1.56% 106.77K -5.14% 61.57M 394.16 0.90%
36 WK Workiva Inc.
67.86
+3.23% 559.96K +19.71% 61.32M 116.19 0.89%
37 PINS Pinterest, Inc.
35.19
+3.99% 2.09M +6.36% 60.57M 26.73 0.88%
38 AME AMETEK, Inc.
178.52
+0.88% 332.98K -5.29% 60.02M 56.11 0.87%
39 OS OneStream, Inc....
28.24
+2.65% 2.1M +5.27% 60M 33.63 0.87%
40 DASH DoorDash, Inc.
221.46
+1.14% 356.57K -20.35% 59.81M 110.5 0.87%
41 POOL Pool Corporatio...
290.30
+0.48% 172.54K +62.57% 58.83M 319.88 0.86%
42 MRVL Marvell Technol...
70.33
+4.67% 523.99K -40.47% 57.87M 62.2 0.84%
43 EFX Equifax Inc.
267.19
+1.10% 222.08K -10.38% 56.6M 200.11 0.82%
44 ROK Rockwell Automa...
323.76
+1.86% 194.57K +9.43% 55.61M 290.47 0.81%
45 PR Permian Resourc...
14.66
-1.77% 3.73M -5.32% 53.65M 16.55 0.78%
46 NICE NICE Ltd.
167.62
+1.17% 315.53K -5.03% 53.59M 183.38 0.78%
47 VERX Vertex, Inc.
36.84
-0.22% 992.66K -40.04% 52.96M 23.19 0.77%
48 RNR RenaissanceRe H...
247.47
+1.26% 212.6K -25.6% 52.9M 145.6 0.77%
49 BSY Bentley Systems...
50.00
+1.34% 1.1M -5.34% 51.33M 42.43 0.75%
50 IBKR Interactive Bro...
209.54
+3.65% 287.8K -18.72% 50.85M 69.57 0.74%
51 WH Wyndham Hotels ...
79.76
+0.80% 497.74K +74.84% 50.17M 87.83 0.73%
52 TRMB Trimble Inc.
72.83
+2.46% 708.2K +100.00% 50.04M 70.66 0.73%
53 SAFT Safety Insuranc...
78.92
+0.22% 602.45K +17.46% 49.64M 79.16 0.72%
54 SAIA Saia, Inc.
265.53
+1.81% 105.95K -5.64% 48.28M 371.5 0.70%
55 MLM Martin Marietta...
542.09
-0.07% 93.16K -13.78% 48.12M 262.37 0.70%
56 CSGP CoStar Group, I...
81.89
+0.89% 668.99K -8.9% 47.89M 48.73 0.70%
57 INSM Insmed Incorpor...
101.26
+2.56% 684.38K +41.44% 47.25M 71.84 0.69%
58 CWAN Clearwater Anal...
22.18
+0.32% 1.7M +8.08% 46.8M 20.53 0.68%
59 HLNE Hamilton Lane I...
137.41
-1.11% 315.47K +26.11% 46.71M 71.17 0.68%
60 APH Amphenol Corpor...
93.22
+0.79% 669.09K -57.56% 46.47M 23.23 0.68%
61 ESTC Elastic N.V.
81.00
+2.03% 468.98K -5.28% 46.47M 76.62 0.68%
62 WBS Webster Financi...
51.45
-0.95% 823.28K +759.82% 45.46M 53.92 0.66%
63 ADUS Addus HomeCare ...
114.29
+1.32% 355.75K +28.47% 44.59M 91.73 0.65%
64 BOOT Boot Barn Holdi...
163.94
+4.24% 289.64K +134.49% 43.97M 118.2 0.64%
65 WSO Watsco, Inc.
429.93
-0.48% 90.34K -18.54% 42.81M 337.06 0.62%
66 CUBE CubeSmart
42.97
-0.07% 989.86K -5.33% 42.42M 45.03 0.62%
67 NSA National Storag...
33.08
+0.29% 1.11M +39.67% 42.11M 42.78 0.61%
68 RPM RPM Internation...
108.71
+0.58% 341.71K -5.37% 42.05M 89.33 0.61%
69 GLBE Global-e Online...
31.43
-1.67% 771K +6.31% 42.04M 49.95 0.61%
70 TTEK Tetra Tech, Inc...
35.94
-0.33% 1.04M +44.87% 41.31M 31.83 0.60%
71 ACVA ACV Auctions In...
15.71
+2.05% 1.89M +6.68% 40.86M 21.92 0.60%
72 WRBY Warby Parker In...
21.77
-1.34% 1.67M -10.13% 40.39M 14.3 0.59%
73 SYNA Synaptics Incor...
63.47
+3.12% 526.34K +46.01% 40.17M 104.06 0.59%
74 BRO Brown & Brown, ...
106.88
+0.24% 391.87K -5.35% 39.98M 56.97 0.58%
75 PFGC Performance Foo...
87.46
+1.46% 460.11K +658.31% 38.9M 79 0.57%
76 AZEK The AZEK Compan...
52.97
-0.8% 817.96K +5.87% 38.83M 33.06 0.57%
77 QTWO Q2 Holdings, In...
87.83
+2.51% 375.7K +9.05% 37.81M 43.54 0.55%
78 RGEN Repligen Corpor...
126.08
-1.13% 260.99K -5.31% 37.57M 158.44 0.55%
79 FIX Comfort Systems...
499.53
+1.38% 88.03K -7.61% 37.33M 248.73 0.54%
80 ERJ Embraer S.A.
51.08
+5.78% 996.36K +50.47% 36.55M 29.47 0.53%
81 CPRT Copart, Inc.
48.33
-0.55% 632.91K +44.74% 36.32M 28.08 0.53%
82 FRPT Freshpet, Inc.
72.33
-2.61% 243.19K +21.84% 36.02M 126.38 0.52%
83 VCEL Vericel Corpora...
41.62
-2.46% 632.16K +7.12% 34.71M 47.83 0.51%
84 EHC Encompass Healt...
120.45
-0.39% 375.55K -32.18% 34.68M 53 0.51%
85 TTWO Take-Two Intera...
238.57
+3.62% 185.01K -5.69% 34.06M 122.53 0.50%
86 PCVX Vaxcyte, Inc.
34.23
-0.95% 413.64K +53.70% 33.86M 102.95 0.49%
87 KBR KBR, Inc.
53.05
-0.77% 574.56K +4.59% 33.28M 63.92 0.48%
88 XENE Xenon Pharmaceu...
32.07
-2.11% 848.85K +9.07% 33.27M 39.89 0.48%
89 AXON Axon Enterprise...
779.88
-0.1% 55.93K +100.00% 33.24M 594.32 0.48%
90 GFL GFL Environment...
49.52
-1.44% 707.29K -18.87% 31.5M 33.42 0.46%
91 IOT Samsara Inc.
39.08
-0.34% 720.95K -17.28% 31.5M 28.21 0.46%
92 EXPO Exponent, Inc.
75.63
+0.71% 342.85K +22.41% 30.55M 68.43 0.45%
93 CRDO Credo Technolog...
78.97
+7.46% 448.13K -48.74% 30.12M 21.48 0.44%
94 PAR PAR Technology ...
62.59
+0.58% 406.58K +47.07% 29.55M 58.67 0.43%
95 RBC RBC Bearings In...
368.67
-0.51% 97.39K +7.49% 29.13M 234.25 0.42%
96 INTA Intapp, Inc.
54.39
+1.72% 443.7K -18.61% 28.44M 38.95 0.41%
97 ITT ITT Inc.
151.61
+0.76% 198.55K +34.01% 28.37M 90.55 0.41%
98 WSC WillScot Holdin...
26.49
-0.82% 827.95K -9.75% 27.69M 35.02 0.40%
99 FND Floor & Decor H...
74.78
+1.56% 272.68K -4.97% 27.19M 94.28 0.40%
100 MTDR Matador Resourc...
50.57
-2.07% 472.24K -17.9% 26.57M 51.68 0.39%
101 MTSI MACOM Technolog...
131.28
+1.79% 199.3K -14.74% 25.89M 67.79 0.38%
102 ONTO Onto Innovation...
98.47
+3.99% 154.38K +47.61% 25.73M 77.57 0.37%
103 FORM FormFactor, Inc...
34.82
+3.54% 583.31K -0.58% 25.67M 44.01 0.37%
104 BC Brunswick Corpo...
57.10
+2.64% 394.33K -40.27% 25.51M 68.7 0.37%
105 KRYS Krystal Biotech...
133.18
-2.84% 158.87K +39.09% 24.89M 142.53 0.36%
106 KLIC Kulicke and Sof...
35.30
+3.95% 530.83K +16.43% 24.77M 51.6 0.36%
107 VVV Valvoline Inc.
36.42
+2.95% 644.98K +766.56% 23.34M 36.83 0.34%
108 BFAM Bright Horizons...
123.56
+0.31% 209.09K +114.82% 23.18M 124.48 0.34%
109 NAMS NewAmsterdam Ph...
19.75
-2.28% 895.57K +250.87% 23.02M 24.4 0.34%
110 WHD Cactus, Inc.
45.91
-0.55% 393.18K +12.63% 22.95M 42.1 0.33%
111 ROAD Construction Pa...
104.90
+1.19% 256.83K -3.05% 22.72M 56.48 0.33%
112 AIT Applied Industr...
229.51
+1.71% 91.31K +21.97% 21.87M 193.61 0.32%
113 DAWN Day One Biophar...
6.64
-0.45% 1.71M -6.39% 21.68M 12.95 0.32%
114 ALAB Astera Labs, In...
95.29
+6.20% 160.54K -50.11% 21.26M 52.39 0.31%
115 IAS Integral Ad Sci...
8.35
+2.39% 2M -27.86% 20.88M 15.38 0.30%
116 PJT PJT Partners In...
153.83
+2.00% 130.95K +26.34% 20.66M 87.01 0.30%
117 PI Impinj, Inc.
105.42
+0.99% 140.81K +92.10% 20.45M 136.57 0.30%
118 CHEF The Chefs' Ware...
63.23
+2.86% 395.24K +100.00% 19.49M 49.32 0.28%
119 MVBF MVB Financial C...
20.59
+1.18% 924.05K +19.30% 19.13M 31.24 0.28%
120 MGY Magnolia Oil & ...
24.11
-0.47% 793.97K +25.18% 18.56M 23.31 0.27%
121 MAX MediaAlpha, Inc...
10.90
+0.14% 1.63M +77.74% 18.39M 16.25 0.27%
122 MYRG MYR Group Inc.
163.66
+0.17% 119.93K -43.74% 17.84M 113.24 0.26%
123 OKLO Oklo Inc.
65.36
+2.67% 805.63K +100.00% 17.1M 21.23 0.25%
124 CGON CG Oncology, In...
25.41
-1.74% 546.9K +25.13% 15.69M 36.67 0.23%
125 KTOS Kratos Defense ...
41.18
-1.39% 591.99K +100.00% 15.62M 26.38 0.23%
126 SLNO Soleno Therapeu...
78.20
-1.19% 339.77K +100.00% 15.27M 44.95 0.22%
127 ASGN ASGN Incorporat...
51.84
+0.47% 178.61K +100.00% 14.89M 83.34 0.22%
128 HXL Hexcel Corporat...
54.36
-0.71% 225.65K +100.00% 14.15M 62.7 0.21%
129 MRUS Merus N.V.
53.25
-2.49% 331.19K +21.57% 13.93M 51.03 0.20%
130 EE Excelerate Ener...
30.62
-0.58% 458K +100.00% 13.85M 30.25 0.20%
131 ARCO Arcos Dorados H...
7.68
+1.59% 1.47M +31.61% 10.72M 8.56 0.16%
132 IWO iShares Russell...
278.10
+1.14% 30K -35.48% 8.63M 230.76 0.13%
133 HQY HealthEquity, I...
101.03
-3.57% 65K -70.89% 6.24M 66.23 0.09%
134 NVMI Nova Ltd.
230.70
+3.83% 25.73K -11.09% 5.07M 96.04 0.07%
135 KLC KinderCare Lear...
10.05
-0.3% 261.74K +100.00% 4.66M 17.8 0.07%
136 CHE Chemed Corporat...
552.58
+0.26% 6.29K -96.24% 3.33M 459.93 0.05%
137 AVNT Avient Corporat...
34.91
+1.79% 58.57K -87.25% 2.39M 39.81 0.03%
138 FA First Advantage...
17.82
+0.25% 98.46K +9.61% 1.84M 19.29 0.03%
139 WCC WESCO Internati...
175.59
+1.34% 10.1K +26.98% 1.83M 168.84 0.03%
140 PANW Palo Alto Netwo...
197.87
+0.82% 9.56K -90.73% 1.74M 94.06 0.03%
141 CLH Clean Harbors, ...
226.65
-0.09% 6.87K -43.08% 1.58M 72.23 0.02%
142 BOW Bowhead Special...
36.86
+1.29% 39.58K -39.29% 1.41M 25.1 0.02%
143 JKHY Jack Henry & As...
180.39
+0.72% 6.55K +3.97% 1.15M 166.72 0.02%
144 PAX Patria Investme...
13.97
+2.65% 53.7K +100.00% 624.53K 11.63 < 0.01%
145 LEGN Legend Biotech ...
35.80
-2.8% 2.91K -99.75% 94.76K 45.07 < 0.01%
146 PAY Paymentus Holdi...
33.52
+2.60% 1.06K +100.00% 34.7K 32.67 < 0.01%
147 OLED Universal Displ...
155.68
+1.41% 30 -99.97% 4.39K 183.23 < 0.01%