TimesSquare Capital Management, LLC

All holdings · as of Jun 30, 2026

Company	Class	Value	Shares	% of portfolio
WESCO INTERNATIONAL INC	—	$15.5K	45	0.0%
RENAISSANCERE HOLDINGS LTD	—	$822.0K	2,594	0.0%
WEBSTER FINANCIAL CORP	—	$1.18M	15,485	0.0%
Baker Hughes Co	—	$1.87M	33,619	0.0%
CLEAN HARBORS INC	—	$2.03M	6,796	0.0%
Arcos Dorados Holdings Inc	—	$2.99M	370,892	0.0%
EquipmentShare.com Inc	—	$3.37M	171,191	0.0%
SUJA LIFE, INC.SUJA	Common Stock	$3.93M	386,515	0.1%
VIAVI SOLUTIONS INC.	—	$4.90M	102,561	0.1%
SEMTECH CORP	—	$5.45M	33,693	0.1%
SHOULDER INNOVATIONS, INC.SI	Common Stock	$6.05M	298,219	0.1%
MINERALYS THERAPEUTICS INCMLYS	Common Stock	$6.36M	235,858	0.1%
Kratos Defense & Security Solutions Inc	—	$7.13M	142,987	0.1%
Amprius Technologies, Inc.	—	$8.90M	641,990	0.1%
FormFactor Inc	—	$9.33M	58,321	0.1%
FirstCash Holdings, Inc.	—	$9.74M	45,028	0.1%
HawkEye 360, Inc.HAWK	Common Stock	$10.39M	514,010	0.2%
Cactus, Inc.	—	$10.94M	213,494	0.2%
GLOBAL E ONLINE LTD	—	$11.22M	323,202	0.2%
Madison Air Solutions Corp	—	$11.92M	305,681	0.2%
Intapp, Inc.	—	$12.65M	501,786	0.2%
Rush Enterprises Inc	—	$12.82M	175,673	0.2%
MAREX GROUP PLC	—	$12.90M	211,722	0.2%
Arxis, Inc.ARXS	Common Stock	$12.92M	280,121	0.2%
Enliven Therapeutics, Inc.ELVN	Common Stock	$13.26M	261,344	0.2%
ABIVAX SA	—	$13.47M	101,092	0.2%
Neptune Insurance Holdings Inc.NP	Common Stock	$13.52M	429,225	0.2%
StepStone Group Inc.	—	$14.46M	349,666	0.2%
Q2 Holdings, Inc.	—	$14.92M	310,150	0.2%
CrowdStrike Holdings, Inc.	—	$14.96M	19,602	0.2%
CG Oncology, Inc.	—	$14.98M	210,884	0.2%
Paymentus Holdings, Inc.	—	$14.98M	620,222	0.2%
Ceribell, Inc.CBLL	Common Stock	$15.18M	780,552	0.2%
TIDEWATER INC	—	$15.46M	232,097	0.2%
WORKIVA INC	—	$15.50M	319,434	0.2%
Vera Therapeutics, Inc.	—	$15.64M	364,557	0.2%
PJT Partners Inc.	—	$15.67M	103,838	0.2%
NOVA LTD	—	$15.67M	28,870	0.2%
Bloom Energy Corp	—	$15.75M	52,025	0.2%
Wingstop Inc.	—	$15.87M	91,542	0.2%
Solaris Energy Infrastructure, Inc.	—	$15.94M	198,051	0.2%
Dianthus Therapeutics, Inc.	—	$16.22M	166,357	0.2%
MODINE MANUFACTURING CO	—	$16.30M	61,033	0.2%
iRhythm Holdings, Inc.	—	$16.33M	137,311	0.2%
WYNDHAM HOTELS & RESORTS, INC.	—	$16.66M	197,862	0.2%
Matador Resources Co	—	$17.06M	342,759	0.3%
UNIFIRST CORP	—	$17.17M	64,906	0.3%
Cogent Biosciences, Inc.	—	$17.33M	447,745	0.3%
Axsome Therapeutics, Inc.	—	$17.50M	71,510	0.3%
URANIUM ENERGY CORP	—	$17.97M	1,685,961	0.3%