Group 1 - TimesSquare Capital Management's "U.S. Mid Cap Growth Strategy" reported a gross return of 13.13% and a net return of 12.91% for Q2 2025, underperforming the Russell Midcap® Growth Index which returned 18.20% [1] - The fund's top five holdings were highlighted, indicating strong performance in the second quarter driven by global economic activity [1] - JFrog Ltd. (NASDAQ:FROG) was identified as a key stock, with a one-month return of 3.34% and a 52-week gain of 75.71%, closing at $49.48 per share with a market capitalization of $5.848 billion on September 29, 2025 [2] Group 2 - JFrog Ltd. experienced a significant stock price increase of 37% after reporting revenues and earnings that surpassed expectations, leading to an upward revision of its 2025 guidance [3] - The company reported Q2 2025 revenue of $127.2 million, reflecting a year-over-year increase of 23% [4] - JFrog Ltd. was held by 46 hedge fund portfolios at the end of Q2 2025, an increase from 43 in the previous quarter, indicating growing interest among institutional investors [4]