DOSSIER · 13F-HR · Q4 2025

TimesSquare Capital Management, LLC

$6.6B in tracked AUM across 148 positions as of Q4 2025.

TC
CIK 0001313816 · last filed Dec 31, 2025
Total AUM
$6.6B
as of Q4 2025
Holdings
148
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

TimesSquare Capital Management, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
M6191J100
JFROG LTD
$156M2.5M2.3%
02
EME
EMCOR GROUP INC
$153M251K2.3%
03
03073E108
CENCORA INC
$143M423K2.2%
04
MPWR
MONOLITHIC PWR SYS INC
$127M140K1.9%
05
KRMN
KARMAN HLDGS INC
$117M1.6M1.8%
06
IDXX
IDEXX LABS INC
$113M167K1.7%
07
LSCC
LATTICE SEMICONDUCTOR CORP
$109M1.5M1.6%
08
M2682V108
CYBERARK SOFTWARE LTD
$108M241K1.6%
09
TPG
TPG INC
$108M1.7M1.6%
10
ESAB
ESAB CORPORATION
$107M959K1.6%

Filing history

2025Q4Dec 31
$6.6B 71.1%
148 positionsView →
2025Q3Sep 30
$3.9B 2.1%
87 positionsView →
2025Q2Jun 30
$3.8B 12.2%
80 positionsLocked
2025Q1Mar 31
$3.4B 50.7%
78 positionsLocked
2024Q4Dec 31
$6.9B 2.8%
153 positionsLocked
2024Q3Sep 30
$6.7B 5.0%
154 positionsLocked
2024Q2Jun 30
$6.4B 7.5%
158 positionsLocked
2024Q1Mar 31
$6.9B 1.1%
162 positionsLocked
2023Q4Dec 31
$6.8B 5.8%
158 positionsLocked
2023Q3Sep 30
$6.4B 7.9%
157 positionsLocked
2023Q2Jun 30
$7.0B 1.9%
173 positionsLocked
2023Q1Mar 31
$6.8B 97273.0%
177 positionsLocked
Showing 12 of 71