TimesSquare Capital Management, LLC
Q2 2026 13F filing
Updated 34 days ago158 disclosed positions worth $6.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CRS CARPENTER TECHNOLOGY CORP | $179.9M | 291.6K | 2.65% | Trimmed(-0.6%) |
| 2 | L LSCC LATTICE SEMICONDUCTOR CORP | $173.6M | 1.14M | 2.55% | Trimmed(-17.2%) |
| 3 | E EME EMCOR GROUP INC | $156.9M | 189.1K | 2.31% | Trimmed(-10.7%) |
| 4 | M MPWR MONOLITHIC PWR SYS INC | $153.2M | 110.8K | 2.25% | Trimmed(-20.2%) |
| 5 | F FIX COMFORT SYS USA INC | $146.3M | 73.8K | 2.15% | Trimmed(-0.2%) |
| 6 | F FROG JFROG LTD | $145.2M | 1.60M | 2.14% | Trimmed(-23.8%) |
| 7 | S SNOW SNOWFLAKE INC | $134.2M | 527.2K | 1.97% | Added(+155.8%) |
| 8 | M MKSI MKS INC. | $128.3M | 288.4K | 1.89% | Added(+0.1%) |
| 9 | C CW CURTISS WRIGHT CORP | $124.7M | 164.5K | 1.83% | Added(+0.0%) |
| 10 | I IBKR INTERACTIVE BROKERS GROUP IN | $124M | 1.42M | 1.82% | Trimmed(-1.8%) |
| 11 | C COR CENCORA INC | $118.3M | 418.1K | 1.74% | Trimmed(-0.9%) |
| 12 | A AXON AXON ENTERPRISE INC | $115.8M | 206.6K | 1.70% | Added(+0.3%) |
| 13 | R RRX REGAL REXNORD CORPORATION | $110.8M | 465.4K | 1.63% | Trimmed(-1.1%) |
| 14 | P PANW PALO ALTO NETWORKS INC | $105.2M | 308.6K | 1.55% | Trimmed(-41.8%) |
| 15 | M MTSI MACOM TECH SOLUTIONS HLDGS I | $99.5M | 261.6K | 1.46% | Trimmed(-23.3%) |
| 16 | P PFGC PERFORMANCE FOOD GROUP CO | $94.2M | 843.0K | 1.39% | Added(+1.3%) |
| 17 | T TRGP TARGA RES CORP | $92.4M | 344.6K | 1.36% | Trimmed(-0.1%) |
| 18 | R ROST ROSS STORES INC | $88.6M | 416.2K | 1.30% | Trimmed(-0.1%) |
| 19 | O ORLY OREILLY AUTOMOTIVE INC | $86.4M | 937.7K | 1.27% | Added(+0.2%) |
| 20 | I IDXX IDEXX LABS INC | $86.1M | 163.5K | 1.27% | Trimmed(-0.2%) |
| 21 | A ALAB ASTERA LABS INC | $84.9M | 175.9K | 1.25% | — |
| 22 | C CQP CHENIERE ENERGY INC | $83.5M | 349.3K | 1.23% | Trimmed(-9.3%) |
| 23 | O ONTO ONTO INNOVATION INC | $82.2M | 217.1K | 1.21% | Trimmed(-19.0%) |
| 24 | I INSM INSMED INC | $77.6M | 728.1K | 1.14% | Added(+24.5%) |
| 25 | A ARGX ARGENX SE | $77.1M | 83.1K | 1.13% | Trimmed(0.0%) |
| 26 | T TTWO TAKE-TWO INTERACTIVE SOFTWAR | $76.7M | 306.9K | 1.13% | Added(+0.3%) |
| 27 | V VRT VERTIV HOLDINGS CO | $76M | 226.9K | 1.12% | Added(+0.4%) |
| 28 | N NRG NRG ENERGY INC | $75.3M | 515.7K | 1.11% | Added(+0.2%) |
| 29 | V VEEV VEEVA SYS INC | $72M | 405.7K | 1.06% | Trimmed(-0.3%) |
| 30 | D DASH DOORDASH INC | $68.2M | 369.8K | 1.00% | Added(+0.3%) |
| 31 | K KRMN KARMAN HLDGS INC | $66.3M | 1.33M | 0.98% | Added(+5.0%) |
| 32 | L LOAR LOAR HOLDINGS INC | $64.4M | 798.6K | 0.95% | Trimmed(-13.8%) |
| 33 | S STVN STEVANATO GROUP S P A | $62.8M | 3.47M | 0.92% | Trimmed(-0.4%) |
| 34 | C CBRE CBRE GROUP INC | $62.5M | 464.3K | 0.92% | Added(+0.4%) |
| 35 | C CTAS CINTAS CORP | $62.1M | 364.9K | 0.91% | Trimmed(-0.2%) |
| 36 | V VRSK VERISK ANALYTICS INC | $61.2M | 341.1K | 0.90% | Trimmed(-0.1%) |
| 37 | R RGEN REPLIGEN CORP | $61M | 447.0K | 0.90% | Trimmed(-2.0%) |
| 38 | B BJ BJS WHSL CLUB HLDGS INC | $60.1M | 689.4K | 0.88% | Trimmed(-2.8%) |
| 39 | C CASY CASEYS GEN STORES INC | $60.1M | 75.6K | 0.88% | Added(+26.5%) |
| 40 | A APH AMPHENOL CORP | $58.7M | 332.7K | 0.86% | Added(+18.7%) |
| 41 | T TTAN SERVICETITAN INC | $58.5M | 827.3K | 0.86% | Trimmed(-1.7%) |
| 42 | E ESAB ESAB CORPORATION | $56.7M | 574.6K | 0.83% | Trimmed(-15.2%) |
| 43 | E EVR EVERCORE INC | $56.7M | 166.0K | 0.83% | Trimmed(0.0%) |
| 44 | D DT DYNATRACE INC | $54.8M | 1.25M | 0.81% | Trimmed(-0.1%) |
| 45 | A AME AMETEK INC | $51.3M | 212.1K | 0.75% | Added(+0.2%) |
| 46 | W WFRD WEATHERFORD INTL PLC | $49.6M | 608.8K | 0.73% | — |
| 47 | J JHIUF JAMES HARDIE INDS PLC | $49.1M | 1.87M | 0.72% | Trimmed(-2.3%) |
| 48 | C CWST CASELLA WASTE SYS INC | $48.8M | 503.7K | 0.72% | Trimmed(-12.3%) |
| 49 | I IONS IONIS PHARMACEUTICALS INC | $48.7M | 614.1K | 0.72% | Added(+122.8%) |
| 50 | ? N/A TPG INC | $48.4M | 1.19M | 0.71% | Added(+0.2%) |