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Timessquare Capital Management, LLC

CIK:0001313816
Asset Manager
$8B AUM
145 holdings
New York, NY, United States
Founded:2000
43 employees
Latest filing:Jun 30, 2025

TimesSquare Capital Management, LLC is an independent investment advisory firm based in New York, NY. Founded in 2000, the firm specializes in actively managed growth equity strategies for institutional investors. With approximately 43 employees, it serves a broad client base that includes pension plans, endowments, foundations, and other institutional investors.

Investment Strategy

TimesSquare Capital Management employs a fundamental, research-driven investment approach focusing on growth equities. The firm seeks to invest in companies with strong potential for sustained earnings and revenue growth across various sectors, emphasizing mid- and small-cap stocks. Their strategy integrates top-down thematic analysis and bottom-up stock selection, aiming for long-term capital appreciation for institutional clients.

Latest 13F Filing Activity

Timessquare Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 142 equity positions with a total 13F market value of $7B. The fund increased holdings in Carlisle Cos Inc., Emcor Group Inc., Axon Enterprise Inc. among other positions. Timessquare Capital Management, LLC reduced exposure to Rockwell Automation Inc., Cyberark Software LTD, Crowdstrike HLDGS Inc. among others.

Top Buys
C
CSLCARLISLE COS INC
+$46.0M
E
EMEEMCOR GROUP INC
+$45.1M
A
AXONAXON ENTERPRISE INC
+$42.3M
H
HOODROBINHOOD MKTS INC
+$36.0M
F
FROGJFROG LTD
+$33.3M
Top Sells
R
ROKROCKWELL AUTOMATION INC
-$54.7M
C
CYBRCYBERARK SOFTWARE LTD
-$30.3M
C
CRWDCROWDSTRIKE HLDGS INC
-$24.3M
S
SYNASYNAPTICS INC
-$19.2M
I
IASINTEGRAL AD SCIENCE HLDNG CO
-$13.9M

Top Holdings

E
EMEEMCOR GROUP INC
+2.2%$150.0M
F
FROGJFROG LTD
+2.2%$149.2M
H
HUBSHUBSPOT INC
+1.9%$133.4M
V
VEEVVEEVA SYS INC
+1.9%$130.4M
B
BJBJS WHSL CLUB HLDGS INC
+1.8%$126.3M

Equity Positions (142)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
EMCOR GROUP INC2.16%$150.0M280,482$200.77$534.89+$45.1M
JFROG LTD2.15%$149.2M3,401,292$37.55$43.88+$33.3M
HUBSPOT INC1.92%$133.4M239,598$465.05$556.63+$8.8M
VEEVA SYS INC1.88%$130.4M452,758$193.27$287.98+$27.3M
BJS WHSL CLUB HLDGS INC1.82%$126.3M1,171,100$62.89$107.83+$15.7M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+19.3%
SEMICONDUCTORS & RELATED DEVICES
+4.3%
SERVICES-BUSINESS SERVICES, NEC
+3.8%
INVESTMENT ADVICE
+3.5%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+2.9%

Investment Team (25)

NameRoleLocationLinkedIn
Adam Salomon
Adam Salomon
Partner and Co-Head US TradingNew York, NY , United States
Bret Jones
Bret Jones
Senior Analyst, Co-PM Healthcare HFNew York, NY , United States
David Ferreiro
David Ferreiro
Partner and Portfolio Manager and AnalystNew York, NY , United States
D
David Oh
Portfolio ManagerNew York, NY , United States
E
Edward Salib
Director, Senior Equity AnalystPleasantville, NY , United States
F
Francine Goldstein
Senior Vice PresidentNew York, NY , United States
G
Gregory Vasse
PartnerNew York, NY , United States
J
Jacob Troutman
Vice PresidentNew York, NY , United States
J
Jason Shum
Partner, Senior Equity AnalystUnited States
Jeff Braemer
Jeff Braemer
Partner, Head of Client ServicesMorristown, NJ , United States
Showing 1-10 of 25 team members