What does TimesSquare Capital Management, LLC hold? Q4 2025 13F Holdings & Portfolio

AI Analysis · Q4 2025 · 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.

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

JFROG LTD

$156M2.5M2.3%

EMCOR GROUP INC

$153M251K2.3%

CENCORA INC

$143M423K2.2%

MONOLITHIC PWR SYS INC

$127M140K1.9%

KARMAN HLDGS INC

$117M1.6M1.8%

IDEXX LABS INC

$113M167K1.7%

LATTICE SEMICONDUCTOR CORP

$109M1.5M1.6%

CYBERARK SOFTWARE LTD

$108M241K1.6%

TPG INC

$108M1.7M1.6%

ESAB CORPORATION

$107M959K1.6%

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