TimesSquare Capital Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), TimesSquare Capital Management, LLC reported 158 stock positions worth $6.8 billion. Its top holding was Carpenter Technology (CRS) at 2.6% of the portfolio, followed by Lattice Semiconductor (LSCC, 2.6%) and Emcor (EME, 2.3%). Compared with Q1 2026, it opened 21 new positions, sold out of 14, added to 44 and reduced 89. The biggest buy was Snowflake (SNOW, shares +156%) and the biggest sale Tractor Supply (TSCO, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001313816
- Portfolio Value
- $6.8B (Q2 2026)
- SEC Filing
- 0001193125-26-339056 ↗ filed Aug 7, 2026
Holdings Value
Holdings 158 stocks · $6.8B
| CRS Carpenter Technology | 2.65% | 291,622 | $179.9M | Reduce -0.6% |
| LSCC Lattice Semiconductor Corp. | 2.55% | 1,135,152 | $173.6M | Reduce -17.2% |
| EME Emcor Group Inc. | 2.31% | 189,107 | $156.9M | Reduce -10.7% |
| MPWR Monolithic Power Systems Inc. | 2.25% | 110,824 | $153.2M | Reduce -20.2% |
| FIX Comfort Systems USA Inc. | 2.15% | 73,834 | $146.3M | Reduce -0.2% |
| FROG Jfrog Ltd. | 2.14% | 1,598,052 | $145.2M | Reduce -23.8% |
| SNOW Snowflake Inc. | 1.97% | 527,197 | $134.2M | Add +155.8% |
| MKSI MKS Inc. | 1.89% | 288,450 | $128.3M | Add +0.1% |
| CW Curtiss-Wright Corp. | 1.83% | 164,528 | $124.7M | Add +0.0% |
| IBKR Interactive Brokers Gro Class A | 1.82% | 1,424,489 | $124.0M | Reduce -1.8% |
| COR Cencora Inc. | 1.74% | 418,087 | $118.3M | Reduce -0.9% |
| AXON Axon Enterprise Inc. | 1.70% | 206,573 | $115.8M | Add +0.3% |
| RRX Regal Rexnord Corp. | 1.63% | 465,372 | $110.8M | Reduce -1.1% |
| PANW Palo Alto Networks Inc. | 1.55% | 308,584 | $105.2M | Reduce -41.8% |
| MTSI Macom Technology Solutions H | 1.46% | 261,585 | $99.5M | Reduce -23.3% |
| PFGC Performance Food Group Co. | 1.39% | 842,975 | $94.2M | Add +1.3% |
| TRGP Targa Resources Corp. | 1.36% | 344,620 | $92.4M | Reduce -0.1% |
| ROST Ross Stores Inc. | 1.30% | 416,195 | $88.6M | Reduce -0.1% |
| ORLY O'reilly Automotive Inc. | 1.27% | 937,723 | $86.4M | Add +0.2% |
| IDXX Idexx Laboratories Inc. | 1.27% | 163,457 | $86.1M | Reduce -0.2% |
| ALAB Astera Labs Inc. | 1.25% | 175,869 | $84.9M | New |
| LNG Cheniere Energy Inc. | 1.23% | 349,281 | $83.5M | Reduce -9.3% |
| ONTO Onto Innovation Inc. | 1.21% | 217,113 | $82.2M | Reduce -19.0% |
| INSM Insmed Inc. | 1.14% | 728,096 | $77.6M | Add +24.5% |
| ARGX Argenx SE - ADR | 1.13% | 83,114 | $77.1M | Reduce 0.0% |
| TTWO Take-Two Interactive Softwre | 1.13% | 306,883 | $76.7M | Add +0.3% |
| VRT Vertiv Holdings Co. Class A | 1.12% | 226,854 | $76.0M | Add +0.4% |
| NRG NRG Energy Inc. | 1.11% | 515,735 | $75.3M | Add +0.2% |
| VEEV Veeva Systems Inc. Class A | 1.06% | 405,703 | $72.0M | Reduce -0.3% |
| DASH DoorDash Inc. Class A | 1.00% | 369,757 | $68.2M | Add +0.3% |
| KRMN Karman Holdings Inc. | 0.98% | 1,328,871 | $66.3M | Add +5.0% |
| LOAR Loar Holdings Inc. | 0.95% | 798,575 | $64.4M | Reduce -13.8% |
| STVN Stevanato Group SPA | 0.92% | 3,474,641 | $62.8M | Reduce -0.4% |
| CBRE CBRE Group Inc. Class A | 0.92% | 464,323 | $62.5M | Add +0.4% |
| CTAS Cintas Corp. | 0.91% | 364,868 | $62.1M | Reduce -0.2% |
| VRSK Verisk Analytics Inc. | 0.90% | 341,089 | $61.2M | Reduce -0.1% |
| RGEN Repligen Corp. | 0.90% | 446,964 | $61.0M | Reduce -2.0% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.88% | 689,375 | $60.1M | Reduce -2.8% |
| CASY Casey's General Stores Inc. | 0.88% | 75,574 | $60.1M | Add +26.5% |
| APH Amphenol Corp. Class A | 0.86% | 332,683 | $58.7M | Add +18.7% |
| TTAN Servicetitan Inc. Class A | 0.86% | 827,286 | $58.5M | Reduce -1.7% |
| ESAB Esab Corp. | 0.83% | 574,650 | $56.7M | Reduce -15.2% |
| EVR Evercore Inc. Class A | 0.83% | 165,959 | $56.7M | Reduce 0.0% |
| DT Dynatrace Inc. | 0.81% | 1,248,040 | $54.8M | Reduce -0.1% |
| AME Ametek Inc. | 0.75% | 212,095 | $51.3M | Add +0.2% |
| WFRD Weatherford International PL | 0.73% | 608,832 | $49.6M | New |
| JHX James Hardie Ind PLC | 0.72% | 1,874,809 | $49.1M | Reduce -2.3% |
| CWST Casella Waste Systems Inc. Class A | 0.72% | 503,732 | $48.8M | Reduce -12.3% |
| IONS Ionis Pharmaceuticals Inc. | 0.72% | 614,070 | $48.7M | Add +122.8% |
| TPG TPG Inc. | 0.71% | 1,193,534 | $48.4M | Add +0.2% |
| SITM Sitime Corp. | 0.71% | 64,642 | $48.2M | Reduce -29.0% |
| CRDO Credo Technology Group Holdi | 0.68% | 170,673 | $46.4M | Reduce -51.2% |
| PRSU Pursuit Attractions and Hosp | 0.67% | 816,511 | $45.7M | Reduce -8.5% |
| MRVL Marvell Technology Inc. | 0.67% | 153,078 | $45.6M | Reduce -57.4% |
| TSCM TS Qual Mid Cap Growth ETF | 0.66% | 2,105,100 | $44.7M | Add +2.4% |
| LYV Live Nation Entertainment Inc. | 0.65% | 242,557 | $44.4M | Add +0.3% |
| VVV Valvoline Inc. | 0.64% | 1,101,192 | $43.5M | Add +17.8% |
| MIRM Mirum Pharmaceuticals Inc. | 0.63% | 367,281 | $43.0M | Reduce -2.4% |
| GFL GFL Environmental Inc.-Sub VT | 0.63% | 1,162,318 | $42.8M | Add +0.1% |
| MLM Martin Marietta Materials | 0.62% | 73,311 | $42.3M | Add +0.0% |
| IOT Samsara Inc. Class A | 0.61% | 1,280,808 | $41.5M | Reduce -0.0% |
| KRYS Krystal Biotech Inc. | 0.61% | 111,545 | $41.5M | Reduce -0.7% |
| RBC RBC Bearings Inc. | 0.60% | 63,516 | $40.9M | Reduce -15.2% |
| GRDN Guardian Phrmcy Services-A | 0.59% | 951,637 | $39.8M | Reduce -11.7% |
| CCJ Cameco Corp. | 0.59% | 390,956 | $39.8M | Add +0.2% |
| JBTM JBT Marel Corp. | 0.59% | 274,627 | $39.8M | Add +3.0% |
| EHC Encompass Health Corp. | 0.56% | 378,127 | $38.2M | Reduce -0.2% |
| CHEF The Chefs' Warehouse Inc. | 0.55% | 391,460 | $37.6M | Reduce -7.1% |
| VCTR Victory Capital Holding - A | 0.55% | 443,189 | $37.3M | Reduce -15.8% |
| ITT Itt Inc. | 0.54% | 186,349 | $36.9M | Reduce -10.3% |
| HOOD Robinhood Markets Inc. Class A | 0.54% | 363,819 | $36.5M | Add +0.1% |
| EE Excelerate Energy Inc. Class A | 0.53% | 950,222 | $36.1M | Add +41.4% |
| RMBS Rambus Inc. | 0.52% | 267,705 | $35.5M | Reduce -14.3% |
| TRMB Trimble Inc. | 0.52% | 692,787 | $35.5M | Reduce -0.1% |
| NTSK Netskope Inc. Class A | 0.49% | 3,059,593 | $33.5M | Reduce -7.1% |
| AIT Applied Industrial Tech Inc. | 0.49% | 98,550 | $33.3M | Reduce -17.4% |
| TYL Tyler Technologies Inc. | 0.47% | 110,330 | $32.3M | Add +0.3% |
| AXGN Axogen Inc. | 0.47% | 689,833 | $31.9M | Add +19.9% |
| ADUS Addus Homecare Corp. | 0.46% | 313,549 | $31.5M | Reduce -3.7% |
| ESTC Elastic NV | 0.46% | 546,734 | $31.2M | Reduce -13.0% |
| TSCO Tractor Supply Company | 0.42% | 908,984 | $28.7M | Reduce -36.9% |
| BSY Bentley Systems Inc. Class B | 0.41% | 925,879 | $27.7M | Reduce -0.2% |
| ROAD Construction Partners Inc. Class A | 0.40% | 230,484 | $27.4M | Add +6.7% |
| INIO Innio NV | 0.40% | 691,360 | $27.3M | New |
| XENE Xenon Pharmaceuticals Inc. | 0.40% | 451,593 | $27.3M | Add +25.7% |
| AKAM Akamai Technologies Inc. | 0.40% | 230,524 | $27.3M | Add +575.1% |
| FND Floor & Decor Holdings Inc. Class A | 0.40% | 455,341 | $27.0M | Reduce -0.2% |
| NAMS Newamsterdam Pharma Co. NV | 0.40% | 796,162 | $27.0M | Add +5.9% |
| WCN Waste Connections Inc. | 0.39% | 158,009 | $26.3M | Reduce -0.0% |
| MYRG MYR Group Inc./Delaware | 0.39% | 52,507 | $26.3M | Reduce -25.9% |
| WRBY Warby Parker Inc. Class A | 0.37% | 833,002 | $25.3M | Reduce -10.3% |
| MIR Mirion Technologies Inc. | 0.37% | 1,400,642 | $25.1M | Add +8.2% |
| VCEL Vericel Corp. | 0.36% | 549,846 | $24.5M | Reduce -4.9% |
| FICO Fair Isaac Corp. | 0.35% | 20,054 | $24.0M | Reduce -50.7% |
| EMBJ Embraer SA-Spon ADR | 0.35% | 375,178 | $23.9M | Add +1.9% |
| LGN Legence Corp. Class A | 0.35% | 276,601 | $23.6M | Reduce -0.5% |
| TARS Tarsus Pharmaceuticals Inc. | 0.34% | 369,377 | $23.2M | Reduce -4.9% |
| HXL Hexcel Corp. | 0.34% | 230,947 | $23.1M | Reduce -4.8% |
| NICE Nice Ltd. - Spon ADR | 0.33% | 247,071 | $22.4M | Reduce -9.3% |
| BRO Brown & Brown Inc. | 0.33% | 347,624 | $22.3M | Reduce -13.5% |
Portfolio Sells Q1 2026 → Q2 2026
| TSCO Tractor Supply Company | Reduce -36.9% | 0.42% | −0.68 |
| LNG Cheniere Energy Inc. | Reduce -9.3% | 1.23% | −0.63 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.54 |
| COR Cencora Inc. | Reduce -0.9% | 1.74% | −0.51 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -63.4% | 0.25% | −0.50 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −0.48 |
| GENI Genius Sports Ltd. | Sold out | 0.00% | −0.43 |
| BE Bloom Energy Corp. Class A | Reduce -81.9% | 0.23% | −0.43 |
| FICO Fair Isaac Corp. | Reduce -50.7% | 0.35% | −0.38 |
| STRL Sterling Infrastructure Inc. | Sold out | 0.00% | −0.35 |
| EME Emcor Group Inc. | Reduce -10.7% | 2.31% | −0.35 |
| MPWR Monolithic Power Systems Inc. | Reduce -20.2% | 2.25% | −0.32 |
| BJ Bj's Wholesale Club Holdings | Reduce -2.8% | 0.88% | −0.30 |
| IDXX Idexx Laboratories Inc. | Reduce -0.2% | 1.27% | −0.30 |
| SAFT Safety Insurance Group Inc. | Sold out | 0.00% | −0.29 |
| ESAB Esab Corp. | Reduce -15.2% | 0.83% | −0.28 |
| PSN Parsons Corp. | Sold out | 0.00% | −0.28 |
| KTOS Kratos Defense & Security | Reduce -55.1% | 0.10% | −0.28 |
| TRMB Trimble Inc. | Reduce -0.1% | 0.52% | −0.25 |
| NCLH Norwegian Cruise Line Holdin | Sold out | 0.00% | −0.24 |
| ROST Ross Stores Inc. | Reduce -0.1% | 1.30% | −0.23 |
| WK Workiva Inc. | Reduce -28.4% | 0.23% | −0.22 |
| PLNT Planet Fitness Inc. Class A | Sold out | 0.00% | −0.22 |
| HLNE Hamilton Lane Inc. Class A | Reduce -18.2% | 0.27% | −0.21 |
| VRSK Verisk Analytics Inc. | Reduce -0.1% | 0.90% | −0.20 |
| MTDR Matador Resources Co. | Reduce -15.9% | 0.25% | −0.19 |
| NICE Nice Ltd. - Spon ADR | Reduce -9.3% | 0.33% | −0.18 |
| NSA National Storage Affiliates | Sold out | 0.00% | −0.17 |
| NP Neptune Insurance Holdi Class A | Reduce -52.2% | 0.20% | −0.17 |
| EQPT Equipmentshare.com Inc. Class A | Reduce -71.0% | 0.05% | −0.15 |
| VEEV Veeva Systems Inc. Class A | Reduce -0.3% | 1.06% | −0.15 |
| BSY Bentley Systems Inc. Class B | Reduce -0.2% | 0.41% | −0.15 |
| UEC Uranium Energy Corp. | Reduce -5.4% | 0.26% | −0.14 |
| VERX Vertex Inc. Class A | Sold out | 0.00% | −0.14 |
| CTAS Cintas Corp. | Reduce -0.2% | 0.91% | −0.14 |
| ITT Itt Inc. | Reduce -10.3% | 0.54% | −0.13 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -6.4% | 0.27% | −0.13 |
| PIPR Piper Sandler Cos | Reduce -15.4% | 0.28% | −0.12 |
| TARS Tarsus Pharmaceuticals Inc. | Reduce -4.9% | 0.34% | −0.12 |
| CLBT Cellebrite Di Ltd. | Sold out | 0.00% | −0.12 |
| BRO Brown & Brown Inc. | Reduce -13.5% | 0.33% | −0.12 |
| TRGP Targa Resources Corp. | Reduce -0.1% | 1.36% | −0.11 |
| STEP Stepstone Group Inc. Class A | Reduce -10.5% | 0.21% | −0.10 |
| GRDN Guardian Phrmcy Services-A | Reduce -11.7% | 0.59% | −0.10 |
| RBC RBC Bearings Inc. | Reduce -15.2% | 0.60% | −0.09 |
| IOT Samsara Inc. Class A | Reduce -0.0% | 0.61% | −0.08 |
| ESTC Elastic NV | Reduce -13.0% | 0.46% | −0.07 |
| CGON CG Oncology Inc. | Reduce -16.9% | 0.22% | −0.07 |
| PJT PJT Partners Inc. Class A | Reduce -17.3% | 0.23% | −0.07 |
| PAY Paymentus Holdings Inc. Class A | Reduce -6.0% | 0.22% | −0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| SNOW Snowflake Inc. | Add +155.8% | 1.97% | +1.45 |
| ALAB Astera Labs Inc. | New | 1.25% | +1.25 |
| MKSI MKS Inc. | Add +0.1% | 1.89% | +0.76 |
| WFRD Weatherford International PL | New | 0.73% | +0.73 |
| INIO Innio NV | New | 0.40% | +0.40 |
| IONS Ionis Pharmaceuticals Inc. | Add +122.8% | 0.72% | +0.36 |
| AKAM Akamai Technologies Inc. | Add +575.1% | 0.40% | +0.33 |
| GKOS Glaukos Corp. | New | 0.30% | +0.30 |
| FN Fabrinet | New | 0.28% | +0.28 |
| APH Amphenol Corp. Class A | Add +18.7% | 0.86% | +0.26 |
| AXSM Axsome Therapeutics Inc. | New | 0.26% | +0.26 |
| MOD Modine Manufacturing Co. | New | 0.24% | +0.24 |
| DNTH Dianthus Therapeutics Inc. | New | 0.24% | +0.24 |
| SEI Solaris Energy Infrastructur | New | 0.23% | +0.23 |
| AXON Axon Enterprise Inc. | Add +0.3% | 1.70% | +0.22 |
| COGT Cogent Biosciences Inc. | Add +426.8% | 0.25% | +0.20 |
| ARXS Arxis Inc. Class A | New | 0.19% | +0.19 |
| MRX Marex UK Holdings Ltd. | New | 0.19% | +0.19 |
| RUSHA Rush Enterprises Inc. Class A | New | 0.19% | +0.19 |
| PFGC Performance Food Group Co. | Add +1.3% | 1.39% | +0.18 |
| MAIR Madison Air Solutions Corp. Class A | New | 0.18% | +0.18 |
| ELVN Enliven Therapeutics Inc. | Add +480.8% | 0.20% | +0.17 |
| VRT Vertiv Holdings Co. Class A | Add +0.4% | 1.12% | +0.16 |
| HAWK Hawkeye 360 Inc. | New | 0.15% | +0.15 |
| EE Excelerate Energy Inc. Class A | Add +41.4% | 0.53% | +0.15 |
| CASY Casey's General Stores Inc. | Add +26.5% | 0.88% | +0.15 |
| AXGN Axogen Inc. | Add +19.9% | 0.47% | +0.15 |
| FCFS Firstcash Holdings Inc. | New | 0.14% | +0.14 |
| FORM Formfactor Inc. | New | 0.14% | +0.14 |
| AMPX Amprius Technologies Inc. | New | 0.13% | +0.13 |
| HOOD Robinhood Markets Inc. Class A | Add +0.1% | 0.54% | +0.11 |
| VVV Valvoline Inc. | Add +17.8% | 0.64% | +0.11 |
| TTWO Take-Two Interactive Softwre | Add +0.3% | 1.13% | +0.10 |
| SMTC Semtech Corp. | New | 0.08% | +0.08 |
| TDW Tidewater Inc. | Add +116.3% | 0.23% | +0.08 |
| VIAV Viavi Solutions Inc. | New | 0.07% | +0.07 |
| VERA Vera Therapeutics Inc. | Add +56.8% | 0.23% | +0.07 |
| CWK Cushman & Wakefield Ltd. | Add +37.7% | 0.29% | +0.07 |
| DASH DoorDash Inc. Class A | Add +0.3% | 1.00% | +0.06 |
| IRTC Irhythm Holdings Inc. | Add +51.5% | 0.24% | +0.06 |
| SUJA Suja Life Inc. Class A | New | 0.06% | +0.06 |
| WING Wingstop Inc. | Add +35.4% | 0.23% | +0.06 |
| XENE Xenon Pharmaceuticals Inc. | Add +25.7% | 0.40% | +0.05 |
| TSCM TS Qual Mid Cap Growth ETF | Add +2.4% | 0.66% | +0.03 |
| BKR Baker Hughes Co. | New | 0.03% | +0.03 |
| LYV Live Nation Entertainment Inc. | Add +0.3% | 0.65% | +0.03 |
| JBTM JBT Marel Corp. | Add +3.0% | 0.59% | +0.01 |
| CBLL Ceribell Inc. | Add +8.9% | 0.22% | +0.00 |
| ROAD Construction Partners Inc. Class A | Add +6.7% | 0.40% | −0.00 |
| MWH Solv Energy Inc. Class A | Add +0.0% | 0.33% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 158 | $6.8B | CRS, LSCC, EME, MPWR, FIX |
| Q1 2026 | 151 | $5.9B | EME, MPWR, COR, LSCC, CRS |
| Q4 2025 | 148 | $6.6B | FROG, EME, COR, MPWR, KRMN |
| Q3 2025 | 156 | $7.0B | EME, COR, FROG, MPWR, VEEV |
| Q2 2025 | 145 | $6.9B | EME, FROG, COR, HUBS, VEEV |
| Q1 2025 | 142 | $6.2B | CYBR, COR, HUBS, VRSK, LNG |
| Q4 2024 | 153 | $6.9B | CYBR, HUBS, RRX, COR, BJ |
| Q3 2024 | 154 | $6.7B | CYBR, CTAS, BJ, COR, EME |
| Q2 2024 | 158 | $6.4B | CYBR, CRWD, CTAS, VRSK, BJ |
| Q1 2024 | 162 | $6.9B | CYBR, CTAS, CRWD, COR, ORLY |