TimesSquare Capital Management reported a 13.13% return in its U.S. Mid Cap Growth Strategy second-quarter 2025 investor letter, lower than the Russell Midcap® Growth Index’s 18.20%. Equities saw double-digit returns in the quarter due to global economic activity measures. Check the fund’s top five holdings for 2025’s best picks.

In Q2 2025, TimesSquare Capital highlighted Curtiss-Wright Corporation (NYSE:CW), an industrial company with a one-month return of 10.02%. Curtiss-Wright stock closed at $530.68 per share on September 29, 2025, with a market cap of $19.995 billion. The company provides products and services to various markets.

TimesSquare Capital’s U.S. Mid Cap Growth Strategy noted Curtiss-Wright Corporation’s positive performance in its Q2 2025 report. The company exceeded expectations with strong sales in Defense Electronic and Nuclear sectors. With a 54% share gain, the fund trimmed its holdings in Curtiss-Wright due to improved margins and mitigation plans for potential tariffs.

Curtiss-Wright Corporation (NYSE:CW) was held by 60 hedge fund portfolios at the end of Q2 2025, up from 46 in the previous quarter. The company reported $877 million in sales, a 12% increase year-over-year with 9% organic growth. While promising, some AI stocks may offer greater upside potential with less downside risk.

Read more at Yahoo Finance: Curtiss-Wright Corporation (CW) Rose on Better Results and Boosted Guidance