TimesSquare Capital Management

TimesSquare Capital Management as of June 30, 2026

Portfolio Holdings for TimesSquare Capital Management

TimesSquare Capital Management holds 158 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Carpenter Technology Corporation (CRS) 2.6 $180M 292k 616.84
Lattice Semiconductor (LSCC) 2.6 $174M 1.1M 152.96
Emcor (EME) 2.3 $157M 189k 829.88
Monolithic Power Systems (MPWR) 2.3 $153M 111k 1382.36
Comfort Systems USA (FIX) 2.2 $146M 74k 1981.95
Jfrog Ord Shs (FROG) 2.1 $145M 1.6M 90.88
Snowflake Com Shs (SNOW) 2.0 $134M 527k 254.50
MKS Instruments (MKSI) 1.9 $128M 289k 444.80
Curtiss-Wright (CW) 1.8 $125M 165k 757.76
Interactive Brokers Group In Com Cl A (IBKR) 1.8 $124M 1.4M 87.04
AmerisourceBergen (COR) 1.7 $118M 418k 282.98
Axon Enterprise (AXON) 1.7 $116M 207k 560.61
Regal-beloit Corporation (RRX) 1.6 $111M 465k 238.19
Palo Alto Networks (PANW) 1.5 $105M 309k 341.02
M/a (MTSI) 1.5 $100M 262k 380.37
Performance Food (PFGC) 1.4 $94M 843k 111.79
Targa Res Corp (TRGP) 1.4 $92M 345k 268.14
Ross Stores (ROST) 1.3 $89M 416k 212.85
O'reilly Automotive (ORLY) 1.3 $86M 938k 92.09
IDEXX Laboratories (IDXX) 1.3 $86M 164k 526.44
Astera Labs (ALAB) 1.2 $85M 176k 483.02
Cheniere Energy Com New (LNG) 1.2 $84M 349k 239.01
Onto Innovation (ONTO) 1.2 $82M 217k 378.45
Insmed Com Par $.01 (INSM) 1.1 $78M 728k 106.62
Argenx Se Sponsored Adr (ARGX) 1.1 $77M 83k 927.77
Take-Two Interactive Software (TTWO) 1.1 $77M 307k 249.98
Vertiv Holdings Com Cl A (VRT) 1.1 $76M 227k 334.82
Nrg Energy Com New (NRG) 1.1 $75M 516k 146.06
Veeva Sys Cl A Com (VEEV) 1.1 $72M 406k 177.47
Doordash Cl A (DASH) 1.0 $68M 370k 184.53
Karman Hldgs Common Stock (KRMN) 1.0 $66M 1.3M 49.92
Loar Holdings Com Shs (LOAR) 0.9 $64M 799k 80.61
Stevanato Group S P A Ord Shs (STVN) 0.9 $63M 3.5M 18.07
Cbre Group Cl A (CBRE) 0.9 $63M 464k 134.69
Cintas Corporation (CTAS) 0.9 $62M 365k 170.08
Verisk Analytics (VRSK) 0.9 $61M 341k 179.53
Repligen Corporation (RGEN) 0.9 $61M 447k 136.44
Bj's Wholesale Club Holdings (BJ) 0.9 $60M 689k 87.22
Casey's General Stores (CASY) 0.9 $60M 76k 794.79
Amphenol Corp Cl A (APH) 0.9 $59M 333k 176.32
Servicetitan Shs Cl A (TTAN) 0.9 $59M 827k 70.71
Esab Corporation (ESAB) 0.8 $57M 575k 98.63
Evercore Class A (EVR) 0.8 $57M 166k 341.44
Dynatrace Com New (DT) 0.8 $55M 1.2M 43.91
Ametek (AME) 0.8 $51M 212k 241.94
Weatherford Intl Ord Shs (WFRD) 0.7 $50M 609k 81.50
James Hardie Inds Ord Shs (JHX) 0.7 $49M 1.9M 26.18
Casella Waste Sys Cl A (CWST) 0.7 $49M 504k 96.97
Ionis Pharmaceuticals (IONS) 0.7 $49M 614k 79.29
TPG Com Cl A (TPG) 0.7 $48M 1.2M 40.55
Sitime Corp (SITM) 0.7 $48M 65k 745.56
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.7 $46M 171k 271.95
Viad (PRSU) 0.7 $46M 817k 55.97
Marvell Technology (MRVL) 0.7 $46M 153k 297.89
2023 Etf Series Trust Timessquare Qlty (TSCM) 0.7 $45M 2.1M 21.25
Live Nation Entertainment (LYV) 0.7 $44M 243k 183.11
Valvoline Inc Common (VVV) 0.6 $44M 1.1M 39.54
Mirum Pharmaceuticals (MIRM) 0.6 $43M 367k 117.07
Gfl Environmental Sub Vtg Shs (GFL) 0.6 $43M 1.2M 36.79
Martin Marietta Materials (MLM) 0.6 $42M 73k 576.70
Samsara Com Cl A (IOT) 0.6 $42M 1.3M 32.43
Krystal Biotech (KRYS) 0.6 $42M 112k 371.67
RBC Bearings Incorporated (RBC) 0.6 $41M 64k 644.06
Guardian Pharmacy Svcs Cl A (GRDN) 0.6 $40M 952k 41.87
Cameco Corporation (CCJ) 0.6 $40M 391k 101.86
John Bean Technologies Corporation (JBTM) 0.6 $40M 275k 145.00
Encompass Health Corp (EHC) 0.6 $38M 378k 101.08
Chefs Whse (CHEF) 0.6 $38M 392k 96.10
Victory Cap Hldgs Inc Del Com Cl A (VCTR) 0.5 $37M 443k 84.06
Itt (ITT) 0.5 $37M 186k 197.76
Robinhood Mkts Com Cl A (HOOD) 0.5 $37M 364k 100.28
Excelerate Energy Cl A Com (EE) 0.5 $36M 950k 37.99
Rambus (RMBS) 0.5 $36M 268k 132.74
Trimble Navigation (TRMB) 0.5 $36M 693k 51.18
Netskope Cl A (NTSK) 0.5 $34M 3.1M 10.94
Applied Industrial Technologies (AIT) 0.5 $33M 99k 338.15
Tyler Technologies (TYL) 0.5 $32M 110k 292.46
Axogen (AXGN) 0.5 $32M 690k 46.19
Addus Homecare Corp (ADUS) 0.5 $32M 314k 100.47
Elastic N V Ord Shs (ESTC) 0.5 $31M 547k 57.02
Tractor Supply Company (TSCO) 0.4 $29M 909k 31.61
Bentley Sys Com Cl B (BSY) 0.4 $28M 926k 29.89
Construction Partners Com Cl A (ROAD) 0.4 $27M 231k 118.77
Innio Nv Ordinary Shares 0.4 $27M 691k 39.55
Xenon Pharmaceuticals (XENE) 0.4 $27M 452k 60.36
Akamai Technologies (AKAM) 0.4 $27M 231k 118.21
Floor & Decor Hldgs Cl A (FND) 0.4 $27M 455k 59.36
Newamsterdam Pharma Company Ordinary Shares (NAMS) 0.4 $27M 796k 33.89
Waste Connections (WCN) 0.4 $26M 158k 166.69
Myr (MYRG) 0.4 $26M 53k 500.40
Warby Parker Cl A Com (WRBY) 0.4 $25M 833k 30.34
Mirion Technologies Com Cl A (MIR) 0.4 $25M 1.4M 17.93
Vericel (VCEL) 0.4 $25M 550k 44.49
Fair Isaac Corporation (FICO) 0.4 $24M 20k 1194.78
Embraer Sponsored Ads (EMBJ) 0.4 $24M 375k 63.80
Legence Corp Cl A (LGN) 0.3 $24M 277k 85.23
Tarsus Pharmaceuticals (TARS) 0.3 $23M 369k 62.94
Hexcel Corporation (HXL) 0.3 $23M 231k 100.06
Nice Sponsored Adr (NICE) 0.3 $22M 247k 90.85
Brown & Brown (BRO) 0.3 $22M 348k 64.15
Solv Energy Com Shs Cl A (MWH) 0.3 $22M 654k 34.05
Glaukos (GKOS) 0.3 $20M 145k 139.76
Cushman And Wakefield Common Shares (CWK) 0.3 $20M 1.5M 13.39
Piper Sandler Companies Com New (PIPR) 0.3 $19M 265k 72.34
Fabrinet SHS (FN) 0.3 $19M 34k 562.08
Hamilton Lane Cl A (HLNE) 0.3 $19M 236k 78.83
Ollies Bargain Outlt Hldgs I (OLLI) 0.3 $19M 240k 76.88
Kymera Therapeutics (KYMR) 0.3 $18M 157k 114.67
Uranium Energy (UEC) 0.3 $18M 1.7M 10.66
Axsome Therapeutics (AXSM) 0.3 $18M 72k 244.77
Cogent Biosciences (COGT) 0.3 $17M 448k 38.70
UniFirst Corporation (UNF) 0.3 $17M 65k 264.46
Matador Resources (MTDR) 0.3 $17M 343k 49.78
Wyndham Hotels And Resorts (WH) 0.2 $17M 198k 84.21
Irhythm Technologies (IRTC) 0.2 $16M 137k 118.95
Modine Manufacturing (MOD) 0.2 $16M 61k 267.02
Dianthus Therapeutics (DNTH) 0.2 $16M 166k 97.48
Solaris Energy Infras Com Cl A (SEI) 0.2 $16M 198k 80.46
Wingstop (WING) 0.2 $16M 92k 173.41
Bloom Energy Corp Com Cl A (BE) 0.2 $16M 52k 302.70
NOVA MEASURING Instruments L (NVMI) 0.2 $16M 29k 542.94
Pjt Partners Com Cl A (PJT) 0.2 $16M 104k 150.94
Vera Therapeutics Cl A (VERA) 0.2 $16M 365k 42.91
Workiva Com Cl A (WK) 0.2 $16M 319k 48.51
Tidewater (TDW) 0.2 $16M 232k 66.63
Ceribell (CBLL) 0.2 $15M 781k 19.45
Paymentus Holdings Com Cl A (PAY) 0.2 $15M 620k 24.16
Cg Oncology (CGON) 0.2 $15M 211k 71.05
Crowdstrike Hldgs Cl A (CRWD) 0.2 $15M 20k 763.14
Q2 Holdings (QTWO) 0.2 $15M 310k 48.10
Stepstone Group Com Cl A (STEP) 0.2 $15M 350k 41.36
Neptune Ins Hldgs Cl A (NP) 0.2 $14M 429k 31.50
Abivax Sa Sponsored Ads (ABVX) 0.2 $14M 101k 133.26
Enliven Therapeutics (ELVN) 0.2 $13M 261k 50.75
Arxis Cl A Com 0.2 $13M 280k 46.14
Marex Group Ord (MRX) 0.2 $13M 212k 60.95
Rush Enterprises Cl A (RUSHA) 0.2 $13M 176k 72.98
Intapp (INTA) 0.2 $13M 502k 25.21
Madison Air Solutions Corp Com Shs Cl A 0.2 $12M 306k 39.00
Global E Online SHS (GLBE) 0.2 $11M 323k 34.73
Cactus Cl A (WHD) 0.2 $11M 214k 51.23
Hawkeye 360 Com Shs 0.2 $10M 514k 20.22
Firstcash Holdings (FCFS) 0.1 $9.7M 45k 216.32
FormFactor (FORM) 0.1 $9.3M 58k 159.93
Amprius Technologies Common Stock (AMPX) 0.1 $8.9M 642k 13.86
Kratos Defense & Sec Solutio Com New (KTOS) 0.1 $7.1M 143k 49.86
Mineralys Therapeutics (MLYS) 0.1 $6.4M 236k 26.98
Shoulder Innovations Common Stock (SI) 0.1 $6.0M 298k 20.28
Semtech Corporation (SMTC) 0.1 $5.5M 34k 161.85
Viavi Solutions Inc equities (VIAV) 0.1 $4.9M 103k 47.75
Suja Life Com Shs Cl A 0.1 $3.9M 387k 10.16
Equipmentshare Com Cl A (EQPT) 0.0 $3.4M 171k 19.66
Arcos Dorados Hldgs Shs Class -a - (ARCO) 0.0 $3.0M 371k 8.06
Clean Harbors (CLH) 0.0 $2.0M 6.8k 298.75
Baker Hughes Company Cl A (BKR) 0.0 $1.9M 34k 55.50
Webster Financial Corporation (WBS) 0.0 $1.2M 16k 76.42
Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $822k 2.6k 316.90
WESCO International (WCC) 0.0 $16k 45.00 345.42