TimesSquare Capital Management, LLC
151 holdingsFiling period: 2026-03-31Current AUM: $6.59Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | EME | EMCOR GROUP INC | 211.9K | $156.4M | $168.9M | 2.57% | -38,779 | 2026-03-31 |
| 2 | MPWR | MONOLITHIC PWR SYS INC | 138.8K | $151.8M | $198.0M | 3.01% | -1,439 | 2026-03-31 |
| 3 | COR | CENCORA INC | 422.1K | $132.6M | $131.4M | 2.00% | -956 | 2026-03-31 |
| 4 | LSCC | LATTICE SEMICONDUCTOR CORP | 1.37M | $127.1M | $170.3M | 2.59% | -104,376 | 2026-03-31 |
| 5 | CRS | CARPENTER TECHNOLOGY CORP | 293.3K | $115.6M | $152.4M | 2.31% | -4,181 | 2026-03-31 |
| 6 | CW | CURTISS WRIGHT CORP | 164.5K | $112.0M | $119.1M | 1.81% | -184 | 2026-03-31 |
| 7 | LNG | CHENIERE ENERGY INC | 384.9K | $109.2M | $101.4M | 1.54% | -78,865 | 2026-03-31 |
| 8 | FIX | COMFORT SYS USA INC | 74.0K | $102.0M | $127.9M | 1.94% | +22.7K | 2026-03-31 |
| 9 | KRMN | KARMAN HLDGS INC | 1.27M | $101.3M | $60.9M | 0.92% | -336,719 | 2026-03-31 |
| 10 | — | JFROG LTD | 2.10M | $98.4M | $98.4M | 1.49% | -397,606 | 2026-03-31 |
| 11 | IBKR | INTERACTIVE BROKERS GROUP IN | 1.45M | $97.3M | $127.7M | 1.94% | -6,672 | 2026-03-31 |
| 12 | INSM | INSMED INC | 584.8K | $95.6M | $57.7M | 0.88% | +94.3K | 2026-03-31 |
| 13 | IDXX | IDEXX LABS INC | 163.8K | $92.0M | $91.6M | 1.39% | -3,488 | 2026-03-31 |
| 14 | ROST | ROSS STORES INC | 416.4K | $90.2M | $104.5M | 1.59% | -6,979 | 2026-03-31 |
| 15 | RRX | REGAL REXNORD CORPORATION | 470.3K | $88.1M | $96.5M | 1.47% | -85,068 | 2026-03-31 |
| 16 | AXON | AXON ENTERPRISE INC | 205.9K | $87.4M | $108.7M | 1.65% | +40.4K | 2026-03-31 |
| 17 | TRGP | TARGA RES CORP | 344.9K | $86.5M | $93.2M | 1.42% | -5,351 | 2026-03-31 |
| 18 | ORLY | OREILLY AUTOMOTIVE INC | 936.0K | $86.4M | $83.6M | 1.27% | -12,128 | 2026-03-31 |
| 19 | PANW | PALO ALTO NETWORKS INC | 530.3K | $85.0M | $176.0M | 2.67% | -- | 2026-03-31 |
| 20 | MTSI | MACOM TECH SOLUTIONS HLDGS I | 341.2K | $75.8M | $85.8M | 1.30% | +94.4K | 2026-03-31 |
| 21 | NRG | NRG ENERGY INC | 514.9K | $75.2M | $69.1M | 1.05% | -8,354 | 2026-03-31 |
| 22 | VEEV | VEEVA SYS INC | 407.1K | $71.5M | $83.0M | 1.26% | -4,625 | 2026-03-31 |
| 23 | PFGC | PERFORMANCE FOOD GROUP CO | 832.5K | $71.3M | $95.2M | 1.45% | -21,476 | 2026-03-31 |
| 24 | BJ | BJS WHSL CLUB HLDGS INC | 709.2K | $69.8M | $69.3M | 1.05% | -156,707 | 2026-03-31 |
| 25 | MKSI | MKS INC. | 288.2K | $66.2M | $85.7M | 1.30% | -- | 2026-03-31 |
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