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TimesSquare Capital Management

Mar 2025 → Jun 2026 · 10 funds

Our archive holds 16 letters from TimesSquare Capital Management, behind 5 investment theses and positions in 73 companies. Every quote below is copied verbatim from the letter it came from.

TimesSquare Capital Management’s own letters page
16
Letters
73
Companies
59
Moves
5
Theses

What they bought and sold · 59 moves

  • TrimmedTractor Supply Co.
    June 2026
    “We have started to scale back the position.”
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  • AddedKoninklijke Heijmans
    June 2026
    “After first initiating the position in February, we have been accumulating our position in Koninklijke Heijmans, a Dutch construction and property-development group.”
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  • AddedPursuit Attractions and Hospitality
    June 2026
    “We added to our position in Pursuit Attractions and Hospitality, an operator of experiential travel attractions and hospitality assets.”
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  • TrimmedMarvell Technology Inc.
    June 2026
    “We trimmed back the position on strength.”
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  • AddedSnowflake Inc.
    June 2026
    “We meaningfully increased the position size in April and May on stock weakness as our due diligence bolstered our conviction in Snowflake’s position as the center of data gravity.”
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  • ExitedCoStar Group Inc.
    June 2026
    “We decided to exit the position due to lackluster booking performance despite significant additions to the sales force.”
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  • TrimmedLattice Semiconductor
    June 2026
    “MACOM Technology Solutions, a provider of analog and mixed-signal semiconductors, rose 70% on strength across its defense and data-center end markets, and Lattice Semiconductor, a maker of low-power programmable logic devices, climbed 65%.”
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  • TrimmedOnto Innovation
    June 2026

    Listed in TimesSquare Capital Management’s reported holdings.

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  • TrimmedMACOM Technology Solutions
    June 2026
    “MACOM Technology Solutions, a provider of analog and mixed-signal semiconductors, rose 70% on strength across its defense and data-center end markets, and Lattice Semiconductor, a maker of low-power programmable logic devices, climbed 65%.”
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  • TrimmedLegence
    June 2026
    “Legence, a provider of energy-infrastructure and commercial HVAC services, climbed 48% on accelerating building-electrification and energy-efficiency demand.”
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  • TrimmedMYR Group
    June 2026
    “Elsewhere, MYR Group, an electrical-construction services provider levered to grid and data-center power buildouts, rose 77%.”
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  • TrimmedHamilton Lane
    June 2026
    “Hamilton Lane, a provider of private-markets investment solutions, declined -20% amid concerns around private-credit redemptions and optimistic marks on software investments; our analysis suggests the decline is overdone, and we trimmed the position modestly.”
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  • TrimmedGreencore
    June 2026
    “Shares of Greencore, the UK convenience-food producer, fell -17% after reporting subdued revenue growth and a cautious tone around the UK consumer; we reduced our position to reflect persistent inflationary pressure in the UK consumer space.”
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  • TrimmedSumitomo Bakelite
    June 2026
    “Our strongest contributor in the region was Sumitomo Bakelite, a specialty-plastics manufacturer, which rose 51% as the company achieved strong margin expansion on robust demand for advanced semiconductor-packaging materials.”
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  • AddedDaiei Kankyo
    June 2026
    “Shares of waste-management operator Daiei Kankyo fell -5% on slight margin compression from upfront temporary outsourcing/labor costs tied to large demolition projects. We added to our position on this price weakness.”
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  • AddedTekscend Photomask
    June 2026
    “Meanwhile we added to Tekscend Photomask, a Japanese photomask manufacturer, and OSG, a maker of precision cutting tools.”
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  • AddedDexerials
    June 2026
    “Our strongest contributors this quarter were Dexerials, a Japanese maker of functional and optical materials, which surged 97% and to which we added earlier in the quarter.”
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  • TrimmedMISUMI Group
    June 2026
    “We used the strength in Sumitomo Bakelite and MISUMI to trim both positions.”
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  • AddedOSG
    June 2026
    “Meanwhile we added to Tekscend Photomask, a Japanese photomask manufacturer, and OSG, a maker of precision cutting tools.”
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  • TrimmedOllie's Bargain Outlet
    June 2026
    “The company reported better-than-feared first-quarter revenue, but near-term macroeconomic uncertainty continued to weigh on its stock, prompting us to trim our position as a result.”
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  • New positionDianthus Therapeutics
    June 2026
    “One of the new positions we initiated this quarter is Dianthus Therapeutics, a clinical-stage biotechnology company developing novel complement-pathway antibodies for severe autoimmune and neuromuscular diseases, led by its lead candidate DNTH103.”
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  • TrimmedBloom Energy
    June 2026
    “Bloom Energy, a manufacturer of solid-oxide fuel cell power platforms, surged 133% on accelerating demand for on-site and data center power generation, and we trimmed into that strength.”
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  • TrimmedWorkiva
    June 2026
    “We reduced our position on persistent weakness due to a combination of multiple compression and weak sentiment regarding AI monetization.”
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  • TrimmedTechnip Energies
    June 2026
    “We also trimmed our position in Technip Energies given the recent rally and the potential risk from work delays in the Middle East.”
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  • TrimmedJFrog Ltd.
    June 2026
    “We trimmed back the position on strength.”
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  • AddedIonis Pharmaceuticals Inc.
    June 2026
    “We continued to build our position in Ionis Pharmaceuticals Inc., a commercial-stage biotechnology company focused on neurology and cardiovascular indications.”
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  • ExitedPlanet Fitness
    June 2026
    “During the quarter, we exited Planet Fitness, a franchisor and operator of fitness clubs, which fell -38% while held within the portfolio.”
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  • TrimmedBJ's Wholesale Club
    June 2026
    “Conversely, we reduced our position in BJ's Wholesale Club, which operates membership warehouse clubs in the eastern half of the U.S.”
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  • TrimmedHD Hyundai Marine Solution
    June 2026
    “We trimmed the holding into that gain.”
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  • ExitedCredo Technology
    June 2026
    “Credo Technology, a provider of high-speed connectivity solutions for data centers, soared 190% on surging hyperscaler demand for its active electrical cable products.”
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Showing the 30 most recent of 59 recorded moves.

Companies held · 73

Every company TimesSquare Capital Management has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 5

  • OSG
    June 2026

    OSG is a premier maker of high-precision cutting tools benefiting from a rebound in aerospace, automotive, and heavy machinery manufacturing.

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  • Snowflake Inc.
    June 2026

    Snowflake Inc. provides a cloud data platform and is viewed as a central data layer for AI-driven enterprise workflows.

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  • Verisk Analytics Inc.
    March 2026

    Verisk Analytics Inc. sells insurance data and analytics, with a proprietary data moat, regulatory embedding, and a compounding data flywheel.

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  • Mirion Technologies
    September 2025

    Mirion Technologies is a leading manufacturer of radiation detection products for nuclear power and medical applications, serving over 95% of global nuclear reactors and 80% of cancer centers, recently enhancing its portfolio through the acquisition of Paragon Energy Solutions.

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  • UniFirst Corporation
    September 2025

    UniFirst Corporation is positioned for improved margins and share price benefits due to recent technological upgrades enhancing operations and customer service.

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Letter archive · 16

2026

2025

Funds · 10

  • Timessquare Global Small Cap Strategy3
  • TimesSquare International Small Cap Portfolio2
  • TimesSquare U.S. Mid Cap Growth Strategy2
  • TimesSquare U.S. Small Cap Growth Strategy2
  • TimesSquare US Small Cap Growth Strategy2
  • Timesquare US Small Cap Growth1
  • TimesSquare Global Concentrated Small Cap Strategy1
  • TimesSquare U.S. Focused Mid Cap Growth Strategy1
  • Timessquare US Mid Cap Growth Strategy1
  • Timessquare US Small Mid Cap Growth Strategy1

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