TimesSquare Capital Management as of March 31, 2026
Portfolio Holdings for TimesSquare Capital Management
TimesSquare Capital Management holds 151 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Emcor (EME) | 2.7 | $156M | 212k | 738.31 | |
| Monolithic Power Systems (MPWR) | 2.6 | $152M | 139k | 1093.35 | |
| AmerisourceBergen (COR) | 2.2 | $133M | 422k | 314.14 | |
| Lattice Semiconductor (LSCC) | 2.2 | $127M | 1.4M | 92.76 | |
| Carpenter Technology Corporation (CRS) | 2.0 | $116M | 293k | 394.15 | |
| Curtiss-Wright (CW) | 1.9 | $112M | 165k | 681.12 | |
| Cheniere Energy Com New (LNG) | 1.9 | $109M | 385k | 283.76 | |
| Comfort Systems USA (FIX) | 1.7 | $102M | 74k | 1378.99 | |
| Karman Hldgs Common Stock (KRMN) | 1.7 | $101M | 1.3M | 80.05 | |
| Jfrog Ord Shs (FROG) | 1.7 | $98M | 2.1M | 46.93 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 1.7 | $97M | 1.5M | 67.07 | |
| Insmed Com Par $.01 (INSM) | 1.6 | $96M | 585k | 163.52 | |
| IDEXX Laboratories (IDXX) | 1.6 | $92M | 164k | 561.89 | |
| Ross Stores (ROST) | 1.5 | $90M | 416k | 216.63 | |
| Regal-beloit Corporation (RRX) | 1.5 | $88M | 470k | 187.26 | |
| Axon Enterprise (AXON) | 1.5 | $87M | 206k | 424.69 | |
| Targa Res Corp (TRGP) | 1.5 | $87M | 345k | 250.73 | |
| O'reilly Automotive (ORLY) | 1.5 | $86M | 936k | 92.31 | |
| Palo Alto Networks (PANW) | 1.4 | $85M | 530k | 160.32 | |
| M/a (MTSI) | 1.3 | $76M | 341k | 222.07 | |
| Nrg Energy Com New (NRG) | 1.3 | $75M | 515k | 146.14 | |
| Veeva Sys Cl A Com (VEEV) | 1.2 | $72M | 407k | 175.66 | |
| Performance Food (PFGC) | 1.2 | $71M | 833k | 85.66 | |
| Bj's Wholesale Club Holdings (BJ) | 1.2 | $70M | 709k | 98.42 | |
| MKS Instruments (MKSI) | 1.1 | $66M | 288k | 229.81 | |
| Esab Corporation (ESAB) | 1.1 | $66M | 678k | 96.66 | |
| Tractor Supply Company (TSCO) | 1.1 | $65M | 1.4M | 45.30 | |
| Verisk Analytics (VRSK) | 1.1 | $65M | 342k | 189.75 | |
| Cbre Group Cl A (CBRE) | 1.1 | $63M | 463k | 135.46 | |
| Cintas Corporation (CTAS) | 1.0 | $62M | 366k | 169.14 | |
| Argenx Se Sponsored Adr (ARGX) | 1.0 | $61M | 83k | 730.25 | |
| Take-Two Interactive Software (TTWO) | 1.0 | $61M | 306k | 197.50 | |
| Vertiv Holdings Com Cl A (VRT) | 1.0 | $57M | 226k | 250.58 | |
| Doordash Cl A (DASH) | 0.9 | $55M | 369k | 150.15 | |
| Onto Innovation (ONTO) | 0.9 | $55M | 268k | 205.07 | |
| Repligen Corporation (RGEN) | 0.9 | $54M | 456k | 117.82 | |
| Servicetitan Shs Cl A (TTAN) | 0.9 | $53M | 842k | 63.46 | |
| Loar Holdings Com Shs (LOAR) | 0.9 | $53M | 926k | 57.29 | |
| Evercore Class A (EVR) | 0.8 | $50M | 166k | 298.51 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.8 | $49M | 1.2M | 41.72 | |
| TPG Com Cl A (TPG) | 0.8 | $48M | 1.2M | 40.51 | |
| Stevanato Group S P A Ord Shs (STVN) | 0.8 | $48M | 3.5M | 13.75 | |
| Dynatrace Com New (DT) | 0.8 | $46M | 1.2M | 36.98 | |
| Casella Waste Sys Cl A (CWST) | 0.8 | $46M | 574k | 79.34 | |
| Ametek (AME) | 0.8 | $45M | 212k | 214.36 | |
| Trimble Navigation (TRMB) | 0.8 | $45M | 694k | 65.23 | |
| Wyndham Hotels And Resorts (WH) | 0.7 | $44M | 540k | 81.23 | |
| Casey's General Stores (CASY) | 0.7 | $44M | 60k | 727.86 | |
| Fair Isaac Corporation (FICO) | 0.7 | $43M | 41k | 1067.54 | |
| Martin Marietta Materials (MLM) | 0.7 | $43M | 73k | 588.68 | |
| Cameco Corporation (CCJ) | 0.7 | $42M | 390k | 108.61 | |
| RBC Bearings Incorporated (RBC) | 0.7 | $41M | 75k | 543.12 | |
| Samsara Com Cl A (IOT) | 0.7 | $41M | 1.3M | 31.69 | |
| Guardian Pharmacy Svcs Cl A (GRDN) | 0.7 | $41M | 1.1M | 37.66 | |
| Itt (ITT) | 0.7 | $40M | 208k | 190.53 | |
| Bloom Energy Corp Com Cl A (BE) | 0.7 | $39M | 287k | 135.49 | |
| Tyler Technologies (TYL) | 0.6 | $38M | 110k | 342.38 | |
| 2023 Etf Series Trust Timessquare Qlty (TSCM) | 0.6 | $37M | 2.1M | 17.97 | |
| Live Nation Entertainment (LYV) | 0.6 | $37M | 242k | 152.51 | |
| Encompass Health Corp (EHC) | 0.6 | $37M | 379k | 96.73 | |
| James Hardie Inds Ord Shs (JHX) | 0.6 | $36M | 1.9M | 18.94 | |
| Marvell Technology (MRVL) | 0.6 | $36M | 359k | 99.05 | |
| Amphenol Corp Cl A (APH) | 0.6 | $35M | 280k | 126.35 | |
| Mirum Pharmaceuticals (MIRM) | 0.6 | $35M | 377k | 92.38 | |
| Victory Cap Hldgs Inc Del Com Cl A (VCTR) | 0.6 | $35M | 527k | 65.48 | |
| John Bean Technologies Corporation (JBTM) | 0.6 | $34M | 267k | 127.87 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.6 | $33M | 350k | 93.87 | |
| Viad (PRSU) | 0.6 | $33M | 892k | 36.63 | |
| Bentley Sys Com Cl B (BSY) | 0.6 | $33M | 928k | 35.12 | |
| CoStar (CSGP) | 0.5 | $32M | 796k | 40.34 | |
| Applied Industrial Technologies (AIT) | 0.5 | $32M | 119k | 265.32 | |
| Valvoline Inc Common (VVV) | 0.5 | $32M | 935k | 33.68 | |
| Sitime Corp (SITM) | 0.5 | $32M | 91k | 345.35 | |
| Elastic N V Ord Shs (ESTC) | 0.5 | $31M | 629k | 49.99 | |
| Snowflake Com Shs (SNOW) | 0.5 | $31M | 206k | 150.82 | |
| Addus Homecare Corp (ADUS) | 0.5 | $31M | 326k | 93.65 | |
| Nice Sponsored Adr (NICE) | 0.5 | $30M | 272k | 110.26 | |
| Krystal Biotech (KRYS) | 0.5 | $29M | 112k | 258.32 | |
| Hamilton Lane Cl A (HLNE) | 0.5 | $29M | 289k | 99.40 | |
| Flutter Entmt SHS (FLUT) | 0.5 | $28M | 277k | 101.95 | |
| Netskope Cl A (NTSK) | 0.5 | $28M | 3.3M | 8.49 | |
| Tarsus Pharmaceuticals (TARS) | 0.5 | $27M | 389k | 70.15 | |
| Rambus (RMBS) | 0.5 | $27M | 312k | 86.03 | |
| Workiva Com Cl A (WK) | 0.5 | $27M | 446k | 59.63 | |
| Brown & Brown (BRO) | 0.4 | $26M | 402k | 65.21 | |
| Matador Resources (MTDR) | 0.4 | $26M | 408k | 63.18 | |
| Waste Connections (WCN) | 0.4 | $26M | 158k | 162.44 | |
| Genius Sports Shares Cl A (GENI) | 0.4 | $26M | 5.8M | 4.43 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.4 | $25M | 363k | 69.30 | |
| Chefs Whse (CHEF) | 0.4 | $25M | 421k | 59.45 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.4 | $24M | 752k | 32.01 | |
| Mirion Technologies Com Cl A (MIR) | 0.4 | $24M | 1.3M | 18.59 | |
| Uranium Energy (UEC) | 0.4 | $24M | 1.8M | 13.50 | |
| Construction Partners Com Cl A (ROAD) | 0.4 | $24M | 216k | 111.12 | |
| Piper Sandler Companies Com New (PIPR) | 0.4 | $24M | 313k | 76.55 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.4 | $24M | 257k | 92.04 | |
| Floor & Decor Hldgs Cl A (FND) | 0.4 | $23M | 456k | 50.80 | |
| Excelerate Energy Cl A Com (EE) | 0.4 | $23M | 672k | 33.42 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.4 | $22M | 318k | 70.51 | |
| Embraer Sponsored Ads (EMBJ) | 0.4 | $22M | 368k | 59.34 | |
| Neptune Ins Hldgs Cl A (NP) | 0.4 | $22M | 898k | 24.19 | |
| Xenon Pharmaceuticals (XENE) | 0.4 | $21M | 359k | 58.15 | |
| Sterling Construction Company (STRL) | 0.4 | $21M | 51k | 407.27 | |
| Ionis Pharmaceuticals (IONS) | 0.4 | $21M | 276k | 75.09 | |
| Myr (MYRG) | 0.3 | $20M | 71k | 282.32 | |
| Solv Energy Com Shs Cl A (MWH) | 0.3 | $20M | 654k | 30.03 | |
| Hexcel Corporation (HXL) | 0.3 | $20M | 243k | 80.93 | |
| Warby Parker Cl A Com (WRBY) | 0.3 | $20M | 929k | 21.07 | |
| Axogen (AXGN) | 0.3 | $19M | 575k | 33.13 | |
| Stepstone Group Com Cl A (STEP) | 0.3 | $19M | 391k | 47.72 | |
| Vericel (VCEL) | 0.3 | $19M | 578k | 32.17 | |
| Pjt Partners Com Cl A (PJT) | 0.3 | $18M | 126k | 139.72 | |
| Safety Insurance (SAFT) | 0.3 | $17M | 237k | 72.64 | |
| Cg Oncology (CGON) | 0.3 | $17M | 254k | 67.68 | |
| UniFirst Corporation (UNF) | 0.3 | $17M | 68k | 251.59 | |
| Paymentus Holdings Com Cl A (PAY) | 0.3 | $17M | 660k | 25.40 | |
| Parsons Corporation (PSN) | 0.3 | $16M | 301k | 54.17 | |
| Legence Corp Cl A (LGN) | 0.3 | $16M | 278k | 56.46 | |
| Q2 Holdings (QTWO) | 0.3 | $16M | 328k | 47.30 | |
| NOVA MEASURING Instruments L (NVMI) | 0.2 | $15M | 34k | 434.28 | |
| Norwegian Cruise Line Hldgs SHS (NCLH) | 0.2 | $14M | 752k | 18.70 | |
| Kymera Therapeutics (KYMR) | 0.2 | $14M | 169k | 83.29 | |
| Intapp (INTA) | 0.2 | $14M | 544k | 25.69 | |
| Cushman And Wakefield Common Shares (CWK) | 0.2 | $13M | 1.1M | 12.26 | |
| Ceribell (CBLL) | 0.2 | $13M | 717k | 18.33 | |
| Planet Fitness Master Issuer Cl A (PLNT) | 0.2 | $13M | 171k | 74.38 | |
| Abivax Sa Sponsored Ads (ABVX) | 0.2 | $12M | 109k | 111.35 | |
| Equipmentshare Com Cl A | 0.2 | $12M | 591k | 20.37 | |
| Cactus Cl A (WHD) | 0.2 | $11M | 228k | 47.37 | |
| Irhythm Technologies (IRTC) | 0.2 | $11M | 91k | 118.02 | |
| Global E Online SHS (GLBE) | 0.2 | $11M | 344k | 30.85 | |
| Wingstop (WING) | 0.2 | $11M | 68k | 154.97 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 0.2 | $10M | 265k | 37.74 | |
| Vera Therapeutics Cl A (VERA) | 0.2 | $9.4M | 233k | 40.23 | |
| Mineralys Therapeutics (MLYS) | 0.2 | $9.2M | 339k | 27.09 | |
| Tidewater (TDW) | 0.2 | $9.0M | 107k | 83.55 | |
| Vertex Cl A (VERX) | 0.1 | $8.1M | 683k | 11.89 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $7.7M | 20k | 390.41 | |
| Cellebrite Di Ordinary Shares (CLBT) | 0.1 | $6.9M | 504k | 13.78 | |
| Shoulder Innovations Common Stock (SI) | 0.1 | $4.7M | 323k | 14.53 | |
| Arcos Dorados Hldgs Shs Class -a - (ARCO) | 0.1 | $4.4M | 539k | 8.25 | |
| Akamai Technologies (AKAM) | 0.1 | $3.9M | 34k | 114.85 | |
| Cogent Biosciences (COGT) | 0.1 | $3.3M | 85k | 38.49 | |
| Clean Harbors (CLH) | 0.0 | $1.9M | 6.8k | 286.73 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.9M | 6.0k | 313.81 | |
| Enliven Therapeutics (ELVN) | 0.0 | $1.8M | 45k | 39.20 | |
| Webster Financial Corporation (WBS) | 0.0 | $1.1M | 16k | 69.42 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $771k | 2.6k | 297.23 | |
| WESCO International (WCC) | 0.0 | $12k | 45.00 | 273.62 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.0 | $6.9k | 292.00 | 23.65 | |
| Amplitude Com Cl A (AMPL) | 0.0 | $2.0k | 287.00 | 6.82 |
