TimesSquare Capital Management
Timessquare US Mid Cap Growth Strategy
US Mid-cap Growth
Sep 2025 → Sep 2025
Our archive holds 1 letter from this strategy and positions in 32 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
Overall shipment trends continue to reflect a cautious approach by customers and that caused us to exit the position.
Those problems persisted, so we exited the position.
We exited the position, which gained 11% during the time it was held in the quarter.
We reduced our exposure as we further evaluate our investment.
The combination of a solid market position and a robust order backlog prompted us to add our position, which was down -11% for the quarter.
We trimmed the position on this strength.
Also held
- RenaissanceRe Holdings Ltd.
- IDEXX Laboratories Inc.
- argenx SE
- BJ’s Wholesale Club Holdings Inc.
- Martin Marietta Materials Inc.
- Encompass Health Corp.
- Amphenol Corp.
- OneStream Inc.
- DoorDash Inc.
- Pinterest Inc.
- HubSpot Inc.
- Curtis-Wright Corp.
- Lattice Semiconductor Corp.
- EMCOR Group Inc.
- Axon Enterprise Inc.
- Insmed Inc.
- Monolithic Power Systems Inc.
- Ross Stores Inc.
- Brown & Brown Inc.
- Cintas Corp.
- O'Reilly Automotive Inc.
- Robinhood Markets Inc.
- Karman Holdings Inc.
- Take-Two Interactive Software Inc.
- Norwegian Cruise Line Holdings Ltd.
- Interactive Brokers Group Inc.