TimesSquare Capital Management, LLC

TimesSquare Capital Management, LLC reported 158 holdings worth US$6.8M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 7, 2026

TimesSquare Capital Management, LLC reported 158 holdings worth US$6.8M as of Jun 30, 2026. Largest: Carpenter Technology Corporation, Lattice Semiconductor Corporation and Emcor Group, Inc. Filed Aug 7, 2026 (Form 13F).

Holdings
158
Value as reported
US$6.8M

The filing in full

CompanySharesValue as reported% of portfolio
Carpenter Technology Corporation292KUS$180M2645.7%
Lattice Semiconductor Corporation1.14MUS$174M2553.8%
Emcor Group, Inc.189KUS$157M2308.2%
Monolithic Power Systems, Inc.111KUS$153M2253.2%
Comfort Systems Usa, Inc.73,834US$146M2152.3%
Snowflake Inc.527KUS$134M1973.4%
Mks Inc.288KUS$128M1887.1%
Curtiss-wright Corporation165KUS$125M1833.7%
Interactive Brokers Group, Inc.1.42MUS$124M1823.6%
Cencora, Inc.418KUS$118M1740.1%
Axon Enterprise, Inc.207KUS$116M1703.3%
Regal Rexnord Corporation465KUS$111M1630.3%
Palo Alto Networks, Inc.309KUS$105M1547.8%
Macom Technology Solutions Holdings, Inc.262KUS$99.5M1463.4%
Performance Food Group Company843KUS$94.2M1386.0%
Targa Resources, Inc.345KUS$92.4M1359.1%
Ross Stores, Inc.416KUS$88.6M1302.9%
O'reilly Automotive, Inc.938KUS$86.4M1270.1%
Idexx Laboratories, Inc.163KUS$86.1M1265.6%
Astera Labs, Inc.176KUS$84.9M1249.4%
Cheniere Energy, Inc.349KUS$83.5M1227.8%
Onto Innovation Inc.217KUS$82.2M1208.5%
Insmed Incorporated728KUS$77.6M1141.8%
Argenx Se83,114US$77.1M1134.1%
Take-two Interactive Software, Inc.307KUS$76.7M1128.3%
Vertiv Holdings, Llc227KUS$76M1117.1%
Nrg Energy, Inc.516KUS$75.3M1107.9%
Veeva Systems Inc.406KUS$72M1059.0%
Doordash, Inc.370KUS$68.2M1003.5%
Karman Holdings Inc.1.33MUS$66.3M975.7%
Loar Holdings Inc.799KUS$64.4M946.8%
Cbre Group Inc464KUS$62.5M919.8%
Cintas Corporation365KUS$62.1M912.7%
Verisk Analytics, Inc.341KUS$61.2M900.7%
Repligen Corporation447KUS$61M896.9%
Bj's Wholesale Club Holdings, Inc.689KUS$60.1M884.4%
Caseys General Stores, Inc.75,574US$60.1M883.4%
Amphenol Corporation333KUS$58.7M862.8%
Servicetitan, Inc.827KUS$58.5M860.4%
Esab Corporation575KUS$56.7M833.6%
Evercore Inc.166KUS$56.7M833.4%
Dynatrace, Inc.1.25MUS$54.8M806.0%
Ametek, Inc.212KUS$51.3M754.7%
Casella Waste Systems, Inc.504KUS$48.8M718.4%
Ionis Pharmaceuticals, Inc.614KUS$48.7M716.1%
Tpg Inc.1.19MUS$48.4M711.8%
Sitime Corporation64,642US$48.2M708.8%
Credo Technology Group Holding Ltd171KUS$46.4M682.7%
Pursuit Attractions And Hospitality, Inc.817KUS$45.7M672.2%
Marvell Technology, Inc.153KUS$45.6M670.7%
Live Nation Entertainment, Inc.243KUS$44.4M653.2%
Valvoline Inc.1.1MUS$43.5M640.4%
Mirum Pharmaceuticals, Inc.367KUS$43M632.4%
Gfl Environmental Inc1.16MUS$42.8M628.9%
Martin Marietta Materials, Inc.73,311US$42.3M621.8%
Samsara Inc.1.28MUS$41.5M610.9%
Krystal Biotech, Inc.112KUS$41.5M609.8%
Rbc Bearings Incorporated63,516US$40.9M601.7%
Guardian Pharmacy Services, Inc.952KUS$39.8M586.0%
Cameco Corporation391KUS$39.8M585.7%
Jbt Marel Corporation275KUS$39.8M585.7%
Encompass Health Corporation378KUS$38.2M562.2%
The Chefs' Warehouse, Inc.391KUS$37.6M553.3%
Victory Capital Holdings, Inc. Class A Common Stock443KUS$37.3M547.9%
Itt Inc.186KUS$36.9M542.0%
Robinhood Markets, Inc.364KUS$36.5M536.6%
Excelerate Energy, Inc.950KUS$36.1M530.9%
Rambus, Inc.268KUS$35.5M522.7%
Trimble Inc.693KUS$35.5M521.5%
Netskope, Inc.3.06MUS$33.5M492.3%
Applied Industrial Technologies, Inc.98,550US$33.3M490.1%
Tyler Technologies, Inc.110KUS$32.3M474.6%
Axogen, Inc.690KUS$31.9M468.6%
Addus Homecare Corporation314KUS$31.5M463.3%
Tractor Supply Company909KUS$28.7M422.6%
Bentley Systems, Incorporated926KUS$27.7M407.0%
Construction Partners, Inc.230KUS$27.4M402.6%
Xenon Pharmaceuticals Inc.452KUS$27.3M400.9%
Akamai Technologies, Inc.231KUS$27.3M400.8%
Floor & Decor Holdings, Inc.455KUS$27M397.5%
Waste Connections, Inc.158KUS$26.3M387.4%
Myr Group, Inc.52,507US$26.3M386.4%
Warby Parker Inc.833KUS$25.3M371.7%
Mirion Technologies, Inc.1.4MUS$25.1M369.4%
Vericel Corporation550KUS$24.5M359.8%
Fair Isaac Corporation20,054US$24M352.4%
Embraer S.a.375KUS$23.9M352.1%
Legence Corp.277KUS$23.6M346.7%
Tarsus Pharmaceuticals, Inc.369KUS$23.2M341.9%
Hexcel Corporation231KUS$23.1M339.9%
Nice Ltd.247KUS$22.4M330.1%
Brown & Brown, Inc.348KUS$22.3M328.0%
Solv Energy, Inc.654KUS$22.3M327.7%
Glaukos Corporation145KUS$20.3M298.5%
Cushman & Wakefield Ltd.1.48MUS$19.9M292.2%
Piper Sandler Companies265KUS$19.2M281.7%
Fabrinet33,518US$18.8M277.1%
Hamilton Lane Incorporated236KUS$18.6M273.9%
Ollie's Bargain Outlet Holdings, Inc.240KUS$18.5M271.5%
Kymera Therapeutics, Inc.157KUS$18M265.3%

Every holding of TimesSquare Capital Management, LLC

Source

View original at SEC

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