TimesSquare Capital Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), TimesSquare Capital Management, LLC reported 151 stock positions worth $5.9 billion. Its top holding was Emcor (EME) at 2.7% of the portfolio, followed by Monolithic Power Systems (MPWR, 2.6%) and Cencora (COR, 2.2%). Compared with Q4 2025, it opened 16 new positions, sold out of 13, added to 38 and reduced 95. The biggest buy was a new position in Palo Alto Networks (PANW) and the biggest sale an exit from Cyberark Software Ltd./Israel (CYBR).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001313816
- Portfolio Value
- $5.9B (Q1 2026)
- SEC Filing
- 0001193125-26-210169 ↗ filed May 7, 2026
Holdings Value
Holdings 151 stocks · $5.9B
| EME Emcor Group Inc. | 2.65% | 211,862 | $156.4M | Reduce -15.5% |
| MPWR Monolithic Power Systems Inc. | 2.58% | 138,840 | $151.8M | Reduce -1.0% |
| COR Cencora Inc. | 2.25% | 422,070 | $132.6M | Reduce -0.2% |
| LSCC Lattice Semiconductor Corp. | 2.16% | 1,370,573 | $127.1M | Reduce -7.1% |
| CRS Carpenter Technology | 1.96% | 293,279 | $115.6M | Reduce -1.4% |
| CW Curtiss-Wright Corp. | 1.90% | 164,493 | $112.0M | Reduce -0.1% |
| LNG Cheniere Energy Inc. | 1.85% | 384,896 | $109.2M | Reduce -17.0% |
| FIX Comfort Systems USA Inc. | 1.73% | 73,968 | $102.0M | Add +44.4% |
| KRMN Karman Holdings Inc. | 1.72% | 1,265,289 | $101.3M | Reduce -21.0% |
| FROG Jfrog Ltd. | 1.67% | 2,097,587 | $98.4M | Reduce -15.9% |
| IBKR Interactive Brokers Gro Class A | 1.65% | 1,450,839 | $97.3M | Reduce -0.5% |
| INSM Insmed Inc. | 1.62% | 584,798 | $95.6M | Add +19.2% |
| IDXX Idexx Laboratories Inc. | 1.56% | 163,763 | $92.0M | Reduce -2.1% |
| ROST Ross Stores Inc. | 1.53% | 416,389 | $90.2M | Reduce -1.6% |
| RRX Regal Rexnord Corp. | 1.49% | 470,333 | $88.1M | Reduce -15.3% |
| AXON Axon Enterprise Inc. | 1.48% | 205,881 | $87.4M | Add +24.4% |
| TRGP Targa Resources Corp. | 1.47% | 344,872 | $86.5M | Reduce -1.5% |
| ORLY O'reilly Automotive Inc. | 1.47% | 935,987 | $86.4M | Reduce -1.3% |
| PANW Palo Alto Networks Inc. | 1.44% | 530,349 | $85.0M | New |
| MTSI Macom Technology Solutions H | 1.29% | 341,231 | $75.8M | Add +38.2% |
| NRG NRG Energy Inc. | 1.28% | 514,851 | $75.2M | Reduce -1.6% |
| VEEV Veeva Systems Inc. Class A | 1.21% | 407,144 | $71.5M | Reduce -1.1% |
| PFGC Performance Food Group Co. | 1.21% | 832,494 | $71.3M | Reduce -2.5% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 1.18% | 709,194 | $69.8M | Reduce -18.1% |
| MKSI MKS Inc. | 1.12% | 288,165 | $66.2M | New |
| ESAB Esab Corp. | 1.11% | 677,888 | $65.5M | Reduce -29.3% |
| TSCO Tractor Supply Company | 1.11% | 1,439,752 | $65.2M | Reduce -4.6% |
| VRSK Verisk Analytics Inc. | 1.10% | 341,453 | $64.8M | Reduce -6.5% |
| CBRE CBRE Group Inc. Class A | 1.06% | 462,666 | $62.7M | Add +14.9% |
| CTAS Cintas Corp. | 1.05% | 365,690 | $61.9M | Reduce -0.1% |
| ARGX Argenx SE - ADR | 1.03% | 83,117 | $60.7M | Reduce -23.4% |
| TTWO Take-Two Interactive Softwre | 1.03% | 306,127 | $60.5M | Add +56.9% |
| VRT Vertiv Holdings Co. Class A | 0.96% | 225,895 | $56.6M | New |
| DASH DoorDash Inc. Class A | 0.94% | 368,459 | $55.3M | Add +11.8% |
| ONTO Onto Innovation Inc. | 0.93% | 267,934 | $54.9M | Add +14.9% |
| RGEN Repligen Corp. | 0.91% | 456,083 | $53.7M | Add +4.7% |
| TTAN Servicetitan Inc. Class A | 0.91% | 841,639 | $53.4M | Reduce -2.6% |
| LOAR Loar Holdings Inc. | 0.90% | 925,887 | $53.0M | Add +4.9% |
| EVR Evercore Inc. Class A | 0.84% | 165,966 | $49.5M | Reduce -1.6% |
| GFL GFL Environmental Inc.-Sub VT | 0.82% | 1,161,409 | $48.5M | Add +3.2% |
| TPG TPG Inc. | 0.82% | 1,190,621 | $48.2M | Reduce -29.3% |
| STVN Stevanato Group SPA | 0.81% | 3,489,716 | $48.0M | Reduce -0.3% |
| DT Dynatrace Inc. | 0.78% | 1,249,943 | $46.2M | Reduce -1.7% |
| CWST Casella Waste Systems Inc. Class A | 0.77% | 574,238 | $45.6M | Reduce -3.9% |
| AME Ametek Inc. | 0.77% | 211,579 | $45.4M | Reduce -10.6% |
| TRMB Trimble Inc. | 0.77% | 693,737 | $45.3M | Add +0.5% |
| WH Wyndham Hotels & Resorts Inc. | 0.74% | 540,170 | $43.9M | Reduce -29.0% |
| CASY Casey's General Stores Inc. | 0.74% | 59,723 | $43.5M | Add +2.0% |
| FICO Fair Isaac Corp. | 0.74% | 40,648 | $43.4M | Add +26.1% |
| MLM Martin Marietta Materials | 0.73% | 73,299 | $43.1M | Reduce -19.5% |
| CCJ Cameco Corp. | 0.72% | 390,317 | $42.4M | New |
| RBC RBC Bearings Inc. | 0.69% | 74,934 | $40.7M | Reduce -17.3% |
| IOT Samsara Inc. Class A | 0.69% | 1,280,972 | $40.6M | Reduce -3.0% |
| GRDN Guardian Phrmcy Services-A | 0.69% | 1,077,474 | $40.6M | Add +2.8% |
| ITT Itt Inc. | 0.67% | 207,724 | $39.6M | Reduce -8.4% |
| BE Bloom Energy Corp. Class A | 0.66% | 287,299 | $38.9M | Reduce -14.7% |
| TYL Tyler Technologies Inc. | 0.64% | 110,048 | $37.7M | Reduce -1.5% |
| TSCM TS Qual Mid Cap Growth ETF | 0.63% | 2,056,700 | $37.0M | Add +1956.7% |
| LYV Live Nation Entertainment Inc. | 0.63% | 241,900 | $36.9M | New |
| EHC Encompass Health Corp. | 0.62% | 378,984 | $36.7M | Add +9.4% |
| JHX James Hardie Ind PLC | 0.62% | 1,919,741 | $36.4M | Reduce -4.2% |
| MRVL Marvell Technology Inc. | 0.60% | 359,444 | $35.6M | Reduce -3.5% |
| APH Amphenol Corp. Class A | 0.60% | 280,269 | $35.4M | Reduce -13.8% |
| MIRM Mirum Pharmaceuticals Inc. | 0.59% | 376,473 | $34.8M | Reduce -4.9% |
| VCTR Victory Capital Holding - A | 0.58% | 526,611 | $34.5M | Reduce -28.0% |
| JBTM JBT Marel Corp. | 0.58% | 266,581 | $34.1M | Add +0.6% |
| CRDO Credo Technology Group Holdi | 0.56% | 349,616 | $32.8M | Add +32.3% |
| PRSU Pursuit Attractions and Hosp | 0.55% | 892,394 | $32.7M | Reduce -3.7% |
| BSY Bentley Systems Inc. Class B | 0.55% | 927,979 | $32.6M | Reduce -2.4% |
| CSGP Costar Group Inc. | 0.54% | 795,580 | $32.1M | Reduce -1.7% |
| AIT Applied Industrial Tech Inc. | 0.54% | 119,306 | $31.7M | Reduce -1.2% |
| VVV Valvoline Inc. | 0.53% | 934,500 | $31.5M | Add +2.3% |
| SITM Sitime Corp. | 0.53% | 91,092 | $31.5M | Reduce -11.9% |
| ESTC Elastic NV | 0.53% | 628,679 | $31.4M | Reduce -1.7% |
| SNOW Snowflake Inc. | 0.53% | 206,100 | $31.1M | Reduce -1.7% |
| ADUS Addus Homecare Corp. | 0.52% | 325,649 | $30.5M | Reduce -8.3% |
| NICE Nice Ltd. - Spon ADR | 0.51% | 272,299 | $30.0M | Reduce -3.7% |
| KRYS Krystal Biotech Inc. | 0.49% | 112,342 | $29.0M | Add +15.3% |
| HLNE Hamilton Lane Inc. Class A | 0.49% | 288,840 | $28.7M | Reduce -12.0% |
| FLUT Flutter Entertainment PLC-Di | 0.48% | 277,212 | $28.3M | Reduce -30.5% |
| NTSK Netskope Inc. Class A | 0.47% | 3,294,987 | $28.0M | Add +5.1% |
| TARS Tarsus Pharmaceuticals Inc. | 0.46% | 388,590 | $27.3M | Add +16.9% |
| RMBS Rambus Inc. | 0.46% | 312,360 | $26.9M | New |
| WK Workiva Inc. | 0.45% | 446,365 | $26.6M | Reduce -11.2% |
| BRO Brown & Brown Inc. | 0.44% | 401,946 | $26.2M | Reduce -1.9% |
| MTDR Matador Resources Co. | 0.44% | 407,676 | $25.8M | Add +6.4% |
| WCN Waste Connections Inc. | 0.44% | 158,038 | $25.7M | Reduce -1.4% |
| GENI Genius Sports Ltd. | 0.43% | 5,782,631 | $25.6M | Add +6.5% |
| HOOD Robinhood Markets Inc. Class A | 0.43% | 363,365 | $25.2M | Reduce -28.4% |
| CHEF The Chefs' Warehouse Inc. | 0.42% | 421,258 | $25.0M | Reduce -23.3% |
| NAMS Newamsterdam Pharma Co. NV | 0.41% | 751,988 | $24.1M | Reduce -8.6% |
| MIR Mirion Technologies Inc. | 0.41% | 1,294,165 | $24.1M | Add +33.8% |
| UEC Uranium Energy Corp. | 0.41% | 1,781,709 | $24.1M | Add +7.0% |
| ROAD Construction Partners Inc. Class A | 0.41% | 215,959 | $24.0M | Reduce -18.6% |
| PIPR Piper Sandler Cos | 0.41% | 312,937 | $24.0M | Reduce -16.7% |
| OLLI Ollie's Bargain Outlet Holdi | 0.40% | 256,630 | $23.6M | Add +4.2% |
| FND Floor & Decor Holdings Inc. Class A | 0.39% | 456,404 | $23.2M | Reduce -1.9% |
| EE Excelerate Energy Inc. Class A | 0.38% | 671,942 | $22.5M | Reduce -29.3% |
| KTOS Kratos Defense & Security | 0.38% | 318,392 | $22.4M | Add +11.1% |
| EMBJ Embraer SA-Spon ADR | 0.37% | 368,352 | $21.9M | Add +1.7% |
Portfolio Sells Q4 2025 → Q1 2026
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −1.62 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −1.32 |
| FLUT Flutter Entertainment PLC-Di | Reduce -30.5% | 0.48% | −0.81 |
| TPG TPG Inc. | Reduce -29.3% | 0.82% | −0.80 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.79 |
| OS Onestream Inc. | Sold out | 0.00% | −0.74 |
| FROG Jfrog Ltd. | Reduce -15.9% | 1.67% | −0.68 |
| ESAB Esab Corp. | Reduce -29.3% | 1.11% | −0.50 |
| BRZE Braze Inc. Class A | Sold out | 0.00% | −0.48 |
| TTAN Servicetitan Inc. Class A | Reduce -2.6% | 0.91% | −0.48 |
| PR Permian Resources Corp. Class A | Sold out | 0.00% | −0.47 |
| CWAN Clearwater Analytics HDS-A | Reduce -100.0% | 0.00% | −0.47 |
| NCLH Norwegian Cruise Line Holdin | Reduce -63.6% | 0.24% | −0.46 |
| AMPL Amplitude Inc. Class A | Reduce -100.0% | 0.00% | −0.44 |
| HOOD Robinhood Markets Inc. Class A | Reduce -28.4% | 0.43% | −0.44 |
| PCTY Paylocity Holding Corp. | Sold out | 0.00% | −0.42 |
| EFX Equifax Inc. | Sold out | 0.00% | −0.38 |
| ARGX Argenx SE - ADR | Reduce -23.4% | 1.03% | −0.34 |
| BOOT Boot Barn Holdings Inc. | Sold out | 0.00% | −0.29 |
| CSGP Costar Group Inc. | Reduce -1.7% | 0.54% | −0.28 |
| STVN Stevanato Group SPA | Reduce -0.3% | 0.81% | −0.25 |
| IRON Disc Medicine Inc. | Sold out | 0.00% | −0.22 |
| CDNL Cardinal Infrastructure GR-A | Sold out | 0.00% | −0.22 |
| BFAM Bright Horizons Family Solut | Sold out | 0.00% | −0.22 |
| WK Workiva Inc. | Reduce -11.2% | 0.45% | −0.20 |
| ESTC Elastic NV | Reduce -1.7% | 0.53% | −0.19 |
| INTA Intapp Inc. | Reduce -9.8% | 0.24% | −0.18 |
| HLNE Hamilton Lane Inc. Class A | Reduce -12.0% | 0.49% | −0.18 |
| VEEV Veeva Systems Inc. Class A | Reduce -1.1% | 1.21% | −0.17 |
| SNOW Snowflake Inc. | Reduce -1.7% | 0.53% | −0.17 |
| IDXX Idexx Laboratories Inc. | Reduce -2.1% | 1.56% | −0.14 |
| QTWO Q2 Holdings Inc. | Reduce -10.8% | 0.26% | −0.14 |
| VRSK Verisk Analytics Inc. | Reduce -6.5% | 1.10% | −0.13 |
| GLBE Global-E Online Ltd. | Reduce -33.9% | 0.18% | −0.13 |
| WING Wingstop Inc. | Reduce -19.8% | 0.18% | −0.13 |
| TYL Tyler Technologies Inc. | Reduce -1.5% | 0.64% | −0.12 |
| NSA National Storage Affiliates | Reduce -61.6% | 0.17% | −0.12 |
| MLM Martin Marietta Materials | Reduce -19.5% | 0.73% | −0.12 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -29.0% | 0.74% | −0.12 |
| WRBY Warby Parker Inc. Class A | Reduce -31.4% | 0.33% | −0.11 |
| VCTR Victory Capital Holding - A | Reduce -28.0% | 0.58% | −0.11 |
| CWST Casella Waste Systems Inc. Class A | Reduce -3.9% | 0.77% | −0.11 |
| VERX Vertex Inc. Class A | Reduce -10.9% | 0.14% | −0.09 |
| CHEF The Chefs' Warehouse Inc. | Reduce -23.3% | 0.42% | −0.09 |
| CLBT Cellebrite Di Ltd. | Reduce -29.6% | 0.12% | −0.08 |
| PIPR Piper Sandler Cos | Reduce -16.7% | 0.41% | −0.07 |
| PAY Paymentus Holdings Inc. Class A | Reduce -10.4% | 0.28% | −0.07 |
| PJT PJT Partners Inc. Class A | Reduce -11.9% | 0.30% | −0.06 |
| APH Amphenol Corp. Class A | Reduce -13.8% | 0.60% | −0.06 |
| ADUS Addus Homecare Corp. | Reduce -8.3% | 0.52% | −0.06 |
Portfolio Buys Q4 2025 → Q1 2026
| PANW Palo Alto Networks Inc. | New | 1.44% | +1.44 |
| MKSI MKS Inc. | New | 1.12% | +1.12 |
| FIX Comfort Systems USA Inc. | Add +44.4% | 1.73% | +1.01 |
| VRT Vertiv Holdings Co. Class A | New | 0.96% | +0.96 |
| CCJ Cameco Corp. | New | 0.72% | +0.72 |
| MTSI Macom Technology Solutions H | Add +38.2% | 1.29% | +0.65 |
| LYV Live Nation Entertainment Inc. | New | 0.63% | +0.63 |
| TSCM TS Qual Mid Cap Growth ETF | Add +1956.7% | 0.63% | +0.60 |
| RMBS Rambus Inc. | New | 0.46% | +0.46 |
| ONTO Onto Innovation Inc. | Add +14.9% | 0.93% | +0.38 |
| IONS Ionis Pharmaceuticals Inc. | New | 0.35% | +0.35 |
| INSM Insmed Inc. | Add +19.2% | 1.62% | +0.34 |
| MWH Solv Energy Inc. Class A | New | 0.33% | +0.33 |
| TTWO Take-Two Interactive Softwre | Add +56.9% | 1.03% | +0.27 |
| CASY Casey's General Stores Inc. | Add +2.0% | 0.74% | +0.25 |
| CWK Cushman & Wakefield Ltd. | New | 0.22% | +0.22 |
| PLNT Planet Fitness Inc. Class A | New | 0.22% | +0.22 |
| GRDN Guardian Phrmcy Services-A | Add +2.8% | 0.69% | +0.21 |
| EQPT Equipmentshare.com Inc. Class A | New | 0.20% | +0.20 |
| MTDR Matador Resources Co. | Add +6.4% | 0.44% | +0.19 |
| NP Neptune Insurance Holdi Class A | Add +113.6% | 0.37% | +0.18 |
| STRL Sterling Infrastructure Inc. | Add +29.7% | 0.35% | +0.17 |
| AXGN Axogen Inc. | Add +70.8% | 0.32% | +0.16 |
| TDW Tidewater Inc. | New | 0.15% | +0.15 |
| VVV Valvoline Inc. | Add +2.3% | 0.53% | +0.13 |
| KRYS Krystal Biotech Inc. | Add +15.3% | 0.49% | +0.13 |
| UEC Uranium Energy Corp. | Add +7.0% | 0.41% | +0.12 |
| GFL GFL Environmental Inc.-Sub VT | Add +3.2% | 0.82% | +0.09 |
| CBRE CBRE Group Inc. Class A | Add +14.9% | 1.06% | +0.09 |
| EHC Encompass Health Corp. | Add +9.4% | 0.62% | +0.07 |
| AXON Axon Enterprise Inc. | Add +24.4% | 1.48% | +0.07 |
| MIR Mirion Technologies Inc. | Add +33.8% | 0.41% | +0.07 |
| AKAM Akamai Technologies Inc. | New | 0.07% | +0.07 |
| COGT Cogent Biosciences Inc. | New | 0.06% | +0.06 |
| KTOS Kratos Defense & Security | Add +11.1% | 0.38% | +0.05 |
| TARS Tarsus Pharmaceuticals Inc. | Add +16.9% | 0.46% | +0.05 |
| IWO iShares Russell 2000 Growth | New | 0.03% | +0.03 |
| ELVN Enliven Therapeutics Inc. | New | 0.03% | +0.03 |
| IRTC Irhythm Holdings Inc. | Add +51.5% | 0.18% | +0.02 |
| EMBJ Embraer SA-Spon ADR | Add +1.7% | 0.37% | +0.02 |
| SI Shoulder Innovations Inc. | Add +11.4% | 0.08% | +0.02 |
| CLH Clean Harbors Inc. | Add +0.4% | 0.03% | +0.01 |
| WCC Wesco International Inc. | Add +12.5% | 0.00% | +0.00 |
| LOAR Loar Holdings Inc. | Add +4.9% | 0.90% | −0.00 |
| OLLI Ollie's Bargain Outlet Holdi | Add +4.2% | 0.40% | −0.01 |
| CRDO Credo Technology Group Holdi | Add +32.3% | 0.56% | −0.02 |
| JBTM JBT Marel Corp. | Add +0.6% | 0.58% | −0.02 |
| STEP Stepstone Group Inc. Class A | Add +10.5% | 0.32% | −0.03 |
| TRMB Trimble Inc. | Add +0.5% | 0.77% | −0.05 |
| FICO Fair Isaac Corp. | Add +26.1% | 0.74% | −0.08 |
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 |