Timessquare Capital Management, LLC
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 Holdings
Equity Positions (142)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EME | EMCOR GROUP INC | 2.16% | $150.0M | 280,482 | $200.77 | $534.89 | +$45.1M |
F FROG | JFROG LTD | 2.15% | $149.2M | 3,401,292 | $37.55 | $43.88 | +$33.3M |
H HUBS | HUBSPOT INC | 1.92% | $133.4M | 239,598 | $465.05 | $556.63 | +$8.8M |
V VEEV | VEEVA SYS INC | 1.88% | $130.4M | 452,758 | $193.27 | $287.98 | +$27.3M |
B BJ | BJS WHSL CLUB HLDGS INC | 1.82% | $126.3M | 1,171,100 | $62.89 | $107.83 | +$15.7M |
Industry Allocation
Investment Team (25)
| Name | Role | Location | |
|---|---|---|---|
| Partner and Co-Head US Trading | New York, NY , United States | ||
| Senior Analyst, Co-PM Healthcare HF | New York, NY , United States | ||
| Partner and Portfolio Manager and Analyst | New York, NY , United States | ||
D David Oh | Portfolio Manager | New York, NY , United States | |
E Edward Salib | Director, Senior Equity Analyst | Pleasantville, NY , United States | |
F Francine Goldstein | Senior Vice President | New York, NY , United States | |
G Gregory Vasse | Partner | New York, NY , United States | |
J Jacob Troutman | Vice President | New York, NY , United States | |
J Jason Shum | Partner, Senior Equity Analyst | United States | |
| Partner, Head of Client Services | Morristown, NJ , United States |
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