TimesSquare Capital Management, LLC

All holdings · as of Jun 30, 2026

Company	Class	Value	Shares	% of portfolio
CARPENTER TECHNOLOGY CORP	—	$179.88M	291,622	2.6%
LATTICE SEMICONDUCTOR CORP	—	$173.63M	1,135,152	2.6%
EMCOR Group Inc	—	$156.94M	189,107	2.3%
Monolithic Power Systems Inc	—	$153.20M	110,824	2.3%
Comfort Systems USA Inc	—	$146.34M	73,834	2.2%
JFrog Ltd	—	$145.23M	1,598,052	2.1%
Snowflake Inc.	—	$134.17M	527,197	2.0%
MKS Inc	—	$128.30M	288,450	1.9%
CURTISS WRIGHT CORP	—	$124.67M	164,528	1.8%
Interactive Brokers Group Inc	—	$123.99M	1,424,489	1.8%
Cencora Inc	—	$118.31M	418,087	1.7%
Axon Enterprise Inc	—	$115.81M	206,573	1.7%
REGAL REXNORD CORP	—	$110.85M	465,372	1.6%
Palo Alto Networks Inc	—	$105.23M	308,584	1.5%
MACOM Technology Solutions Holdings, Inc.	—	$99.50M	261,585	1.5%
Performance Food Group Co	—	$94.24M	842,975	1.4%
Targa Resources Corp	—	$92.41M	344,620	1.4%
ROSS STORES, INC.	—	$88.59M	416,195	1.3%
O REILLY AUTOMOTIVE INC	—	$86.35M	937,723	1.3%
IDEXX LABORATORIES INC /DE	—	$86.05M	163,457	1.3%
Astera Labs, Inc.	—	$84.95M	175,869	1.2%
Cheniere Energy, Inc.	—	$83.48M	349,281	1.2%
ONTO INNOVATION INC.	—	$82.17M	217,113	1.2%
INSMED INC	—	$77.63M	728,096	1.1%
ARGENX SE	—	$77.11M	83,114	1.1%
TAKE TWO INTERACTIVE SOFTWARE INC	—	$76.71M	306,883	1.1%
Vertiv Holdings Co	—	$75.96M	226,854	1.1%
NRG Energy Inc	—	$75.33M	515,735	1.1%
VEEVA SYSTEMS INC	—	$72.00M	405,703	1.1%
DoorDash, Inc.	—	$68.23M	369,757	1.0%
Karman Holdings Inc.	—	$66.34M	1,328,871	1.0%
Loar Holdings Inc.LOAR	Common Stock	$64.37M	798,575	0.9%
Stevanato Group S.p.A.	—	$62.79M	3,474,641	0.9%
CBRE Group Inc	—	$62.54M	464,323	0.9%
CINTAS CORP	—	$62.06M	364,868	0.9%
Verisk Analytics, Inc.	—	$61.24M	341,089	0.9%
REPLIGEN CORP	—	$60.98M	446,964	0.9%
BJ's Wholesale Club Holdings, Inc.	—	$60.13M	689,375	0.9%
CASEYS GENERAL STORES INC	—	$60.07M	75,574	0.9%
AMPHENOL CORP /DE	—	$58.66M	332,683	0.9%
ServiceTitan, Inc.	—	$58.50M	827,286	0.9%
ESAB Corp	—	$56.68M	574,650	0.8%
Evercore Inc	—	$56.67M	165,959	0.8%
Dynatrace, Inc.	—	$54.80M	1,248,040	0.8%
AMETEK Inc	—	$51.31M	212,095	0.8%
Weatherford International PLC	—	$49.62M	608,832	0.7%
JAMES HARDIE INDUSTRIES PLC	—	$49.08M	1,874,809	0.7%
CASELLA WASTE SYSTEMS INC	—	$48.85M	503,732	0.7%
IONIS PHARMACEUTICALS INC	—	$48.69M	614,070	0.7%
TPG Inc.	—	$48.40M	1,193,534	0.7%