Institutions / TimesSquare Capital Management, LLC
TimesSquare Capital Management, LLC
CIK 1313816 · Institution · as of Jun 30, 2026
Portfolio value
$6.80B
Positions
158
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$6.80B+15.4%Positions
158+4.6%Top holdings
Jun 30, 2026View all 158 →
| Company | Value | % of portfolio |
|---|---|---|
| Carpenter Technology Corp | $179.88M | 2.6% |
| Lattice Semiconductor Corp | $173.63M | 2.6% |
| EMCOR Group Inc | $156.94M | 2.3% |
| Monolithic Power Systems Inc | $153.20M | 2.3% |
| Comfort Systems USA Inc | $146.34M | 2.2% |
| JFrog Ltd | $145.23M | 2.1% |
| Snowflake Inc. | $134.17M | 2.0% |
| MKS Inc | $128.30M | 1.9% |
| Curtiss Wright Corp | $124.67M | 1.8% |
| Interactive Brokers Group Inc | $123.99M | 1.8% |
| Cencora Inc | $118.31M | 1.7% |
| Axon Enterprise Inc | $115.81M | 1.7% |
| Regal Rexnord Corp | $110.85M | 1.6% |
| Palo Alto Networks Inc | $105.23M | 1.5% |
| MACOM Technology Solutions Holdings, Inc. | $99.50M | 1.5% |
| Performance Food Group Co | $94.24M | 1.4% |
| Targa Resources Corp | $92.41M | 1.4% |
| Ross Stores, Inc. | $88.59M | 1.3% |
| O Reilly Automotive Inc | $86.35M | 1.3% |
| Idexx Laboratories Inc /De | $86.05M | 1.3% |
| Astera Labs, Inc. | $84.95M | 1.2% |
| Cheniere Energy, Inc. | $83.48M | 1.2% |
| Onto Innovation Inc. | $82.17M | 1.2% |
| Insmed Inc | $77.63M | 1.1% |
| Argenx SE | $77.11M | 1.1% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | M2682V108 | $-107.68M | -241K -100.00% | — | high |
| Q1 2026 as of | Exit | Hubspot Inc | $-87.50M | -218K -100.00% | — | high |
| Q1 2026 as of | New | Palo Alto Networks Inc | $85.03M | +530K | 530,349 1.25% of portfolio | high |
| Q2 2026 as of | New | Astera Labs, Inc. | $84.95M | +176K | 175,869 1.25% of portfolio | high |
| Q2 2026 as of | Add | Snowflake Inc. | $81.72M | +321K +155.80% | 527,197 1.97% of portfolio | high |
| Q2 2026 as of | Trim | Palo Alto Networks Inc | $-75.63M | -222K -41.81% | 308,584 1.55% of portfolio | high |
| Q2 2026 as of | Trim | Bloom Energy Corp | $-71.22M | -235K -81.89% | 52,025 0.23% of portfolio | high |
| Q1 2026 as of | New | MKS Inc | $66.22M | +288K | 288,165 0.97% of portfolio | high |
| Q2 2026 as of | Trim | Marvell Technology, Inc. | $-61.47M | -206K -57.41% | 153,078 0.67% of portfolio | high |
| Q1 2026 as of | New | Vertiv Holdings Co | $56.60M | +226K | 225,895 0.83% of portfolio | high |