TimesSquare Capital Management
TimesSquare U.S. Focused Mid Cap Growth Strategy
US Mid-cap Growth
Mar 2026 → Mar 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 13 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of TimesSquare Capital Management for every strategy.
What it bought and sold
We exited the position due to the combination of potential AI disruption and the seat-based model's potential challenges.
We decided to liquidate the position.
Its stock price pulled back -7% and we added to the position on weakness.
We trimmed back the position as the stock climbed 10%.
We trimmed the position on strength.