Universe · entity
TimesSquare Capital Management, LLC
Institutional manager (13F) · CIK 1313816
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | EMCOR GROUP INC | $156M | 211,862 |
| 2 | MONOLITHIC PWR SYS INC | $152M | 138,840 |
| 3 | CENCORA INC | $133M | 422,070 |
| 4 | LATTICE SEMICONDUCTOR CORP | $127M | 1,370,573 |
| 5 | CARPENTER TECHNOLOGY CORP | $116M | 293,279 |
| 6 | CURTISS WRIGHT CORP | $112M | 164,493 |
| 7 | CHENIERE ENERGY INC | $109M | 384,896 |
| 8 | COMFORT SYS USA INC | $102M | 73,968 |
| 9 | KARMAN HLDGS INC | $101M | 1,265,289 |
| 10 | JFROG LTD | $98M | 2,097,587 |
| 11 | INTERACTIVE BROKERS GROUP IN | $97M | 1,450,839 |
| 12 | INSMED INC | $96M | 584,798 |
| 13 | IDEXX LABS INC | $92M | 163,763 |
| 14 | ROSS STORES INC | $90M | 416,389 |
| 15 | REGAL REXNORD CORPORATION | $88M | 470,333 |
| 16 | AXON ENTERPRISE INC | $87M | 205,881 |
| 17 | TARGA RES CORP | $86M | 344,872 |
| 18 | OREILLY AUTOMOTIVE INC | $86M | 935,987 |
| 19 | PALO ALTO NETWORKS INC | $85M | 530,349 |
| 20 | MACOM TECH SOLUTIONS HLDGS I | $76M | 341,231 |
| 21 | NRG ENERGY INC | $75M | 514,851 |
| 22 | VEEVA SYS INC | $72M | 407,144 |
| 23 | PERFORMANCE FOOD GROUP CO | $71M | 832,494 |
| 24 | BJS WHSL CLUB HLDGS INC | $70M | 709,194 |
| 25 | MKS INC. | $66M | 288,165 |
| 26 | ESAB CORPORATION | $66M | 677,888 |
| 27 | TRACTOR SUPPLY CO | $65M | 1,439,752 |
| 28 | VERISK ANALYTICS INC | $65M | 341,453 |
| 29 | CBRE GROUP INC | $63M | 462,666 |
| 30 | CINTAS CORP | $62M | 365,690 |
| 31 | ARGENX SE | $61M | 83,117 |
| 32 | TAKE-TWO INTERACTIVE SOFTWAR | $60M | 306,127 |
| 33 | VERTIV HOLDINGS CO | $57M | 225,895 |
| 34 | DOORDASH INC | $55M | 368,459 |
| 35 | ONTO INNOVATION INC | $55M | 267,934 |
| 36 | REPLIGEN CORP | $54M | 456,083 |
| 37 | SERVICETITAN INC | $53M | 841,639 |
| 38 | LOAR HOLDINGS INC | $53M | 925,887 |
| 39 | EVERCORE INC | $50M | 165,966 |
| 40 | GFL ENVIRONMENTAL INC | $48M | 1,161,409 |
| 41 | TPG INC | $48M | 1,190,621 |
| 42 | STEVANATO GROUP S P A | $48M | 3,489,716 |
| 43 | DYNATRACE INC | $46M | 1,249,943 |
| 44 | CASELLA WASTE SYS INC | $46M | 574,238 |
| 45 | AMETEK INC | $45M | 211,579 |
| 46 | TRIMBLE INC | $45M | 693,737 |
| 47 | WYNDHAM HOTELS & RESORTS INC | $44M | 540,170 |
| 48 | CASEYS GEN STORES INC | $43M | 59,723 |
| 49 | FAIR ISAAC CORP | $43M | 40,648 |
| 50 | MARTIN MARIETTA MATLS INC | $43M | 73,299 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.