TimesSquare Capital Management, LLC
Q3 2026 13F filing
Updated 2 days ago157 disclosed positions worth $6.1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SNOWFLAKE INC | $192.7M | 567.4K | 3.15% | — |
| 2 | F JFROG LTD | $152.6M | 1.57M | 2.50% | — |
| 3 | E EMCOR GROUP INC | $139.3M | 184.6K | 2.28% | — |
| 4 | L LATTICE SEMICONDUCTOR CORP | $134.8M | 1.07M | 2.20% | — |
| 5 | C CENCORA INC | $122.4M | 407.6K | 2.00% | — |
| 6 | M MONOLITHIC PWR SYS INC | $122.2M | 90.7K | 2.00% | — |
| 7 | F COMFORT SYS USA INC | $121.7M | 73.6K | 1.99% | — |
| 8 | P PALO ALTO NETWORKS INC | $114.5M | 288.1K | 1.87% | — |
| 9 | I INTERACTIVE BROKERS GROUP IN | $110.3M | 1.29M | 1.80% | — |
| 10 | C CARPENTER TECHNOLOGY CORP | $109.5M | 281.5K | 1.79% | — |
| 11 | T TARGA RES CORP | $97.7M | 361.5K | 1.60% | — |
| 12 | V VEEVA SYS INC | $90.9M | 318.6K | 1.49% | — |
| 13 | C CHENIERE ENERGY INC | $87M | 323.4K | 1.42% | — |
| 14 | O ONTO INNOVATION INC | $86.7M | 281.6K | 1.42% | — |
| 15 | A AXON ENTERPRISE INC | $85.3M | 202.0K | 1.40% | — |
| 16 | R ROSS STORES INC | $83.8M | 359.2K | 1.37% | — |
| 17 | C CURTISS WRIGHT CORP | $83.2M | 152.9K | 1.36% | — |
| 18 | I IDEXX LABS INC | $83.1M | 159.0K | 1.36% | — |
| 19 | A ARGENX SE | $78.1M | 81.5K | 1.28% | — |
| 20 | R RBC BEARINGS INC | $77.9M | 156.0K | 1.27% | — |
| 21 | A ASTERA LABS INC | $77.4M | 217.4K | 1.27% | — |
| 22 | R REPLIGEN CORP | $76.4M | 397.4K | 1.25% | — |
| 23 | P PERFORMANCE FOOD GROUP CO | $76.4M | 834.5K | 1.25% | — |
| 24 | L LUMENTUM HLDGS INC | $76.2M | 78.5K | 1.25% | — |
| 25 | M MKS INC. | $75.8M | 285.5K | 1.24% | — |
| 26 | M MACOM TECH SOLUTIONS HLDGS I | $73.8M | 259.0K | 1.21% | — |
| 27 | O OREILLY AUTOMOTIVE INC | $73.4M | 859.9K | 1.20% | — |
| 28 | D DYNATRACE INC | $70.2M | 1.22M | 1.15% | — |
| 29 | C CINTAS CORP | $69.3M | 355.2K | 1.13% | — |
| 30 | S STEVANATO GROUP S P A | $68.2M | 3.25M | 1.12% | — |
| 31 | I INSMED INC | $67M | 586.9K | 1.10% | — |
| 32 | T TAKE-TWO INTERACTIVE SOFTWAR | $62.2M | 299.9K | 1.02% | — |
| 33 | B BJS WHSL CLUB HLDGS INC | $59.8M | 650.0K | 0.98% | — |
| 34 | D DOORDASH INC | $59.3M | 322.9K | 0.97% | — |
| 35 | N NETSKOPE INC | $58.6M | 3.36M | 0.96% | — |
| 36 | C CBRE GROUP INC | $58.4M | 454.5K | 0.95% | — |
| 37 | C CREDO TECHNOLOGY GROUP HOLDI | $57.1M | 293.0K | 0.93% | — |
| 38 | L LIVE NATION ENTERTAINMENT IN | $55.7M | 329.2K | 0.91% | — |
| 39 | A AMPHENOL CORP | $55.1M | 653.0K | 0.90% | — |
| 40 | T SERVICETITAN INC | $54.5M | 828.0K | 0.89% | — |
| 41 | V VERTIV HOLDINGS CO | $53.6M | 222.1K | 0.88% | — |
| 42 | V VERISK ANALYTICS INC | $52M | 310.0K | 0.85% | — |
| 43 | E EVERCORE INC | $51.8M | 201.0K | 0.85% | — |
| 44 | C CASEYS GEN STORES INC | $51.6M | 84.9K | 0.84% | — |
| 45 | ? N/A TPG INC | $51.5M | 1.17M | 0.84% | — |
| 46 | A AMETEK INC | $51.3M | 207.2K | 0.84% | — |
| 47 | N NRG ENERGY INC | $51.2M | 535.3K | 0.84% | — |
| 48 | E ELASTIC N V | $49.2M | 536.4K | 0.80% | — |
| 49 | I SAMSARA INC | $47.6M | 1.25M | 0.78% | — |
| 50 | G GFL ENVIRONMENTAL INC | $47.4M | 1.13M | 0.78% | — |