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

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $6.9B Q1 2024 Q2 2024: $6.4B Q2 2024 Q3 2024: $6.7B Q3 2024 Q4 2024: $6.9B Q4 2024 Q1 2025: $6.2B Q1 2025 Q2 2025: $6.9B Q2 2025 Q3 2025: $7.0B Q3 2025 Q4 2025: $6.6B Q4 2025 Q1 2026: $5.9B $5.9B Q1 2026 Q2 2026: $6.8B Q2 2026

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%
NP Neptune Insurance Holdi Class A 0.37% 898,233 $21.7M Add +113.6%
XENE Xenon Pharmaceuticals Inc. 0.35% 359,293 $20.9M Reduce -32.6%
STRL Sterling Infrastructure Inc. 0.35% 51,019 $20.8M Add +29.7%
IONS Ionis Pharmaceuticals Inc. 0.35% 275,674 $20.7M New
MYRG MYR Group Inc./Delaware 0.34% 70,866 $20.0M Reduce -4.6%
MWH Solv Energy Inc. Class A 0.33% 654,015 $19.6M New
HXL Hexcel Corp. 0.33% 242,545 $19.6M Reduce -21.2%
WRBY Warby Parker Inc. Class A 0.33% 928,678 $19.6M Reduce -31.4%
AXGN Axogen Inc. 0.32% 575,364 $19.1M Add +70.8%
STEP Stepstone Group Inc. Class A 0.32% 390,800 $18.6M Add +10.5%
VCEL Vericel Corp. 0.32% 578,333 $18.6M Reduce -8.4%
PJT PJT Partners Inc. Class A 0.30% 125,534 $17.5M Reduce -11.9%
SAFT Safety Insurance Group Inc. 0.29% 236,540 $17.2M Reduce -13.0%
CGON CG Oncology Inc. 0.29% 253,708 $17.2M Reduce -40.5%
UNF Unifirst Corp. 0.29% 67,932 $17.1M Reduce -31.6%
PAY Paymentus Holdings Inc. Class A 0.28% 660,032 $16.8M Reduce -10.4%
PSN Parsons Corp. 0.28% 301,044 $16.3M Reduce -14.8%
LGN Legence Corp. Class A 0.27% 277,869 $15.7M Reduce -36.5%
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 0.26% 328,270 $15.5M Reduce -10.8%
NVMI Nova Ltd. 0.25% 33,530 $14.6M Reduce -3.1%
NCLH Norwegian Cruise Line Holdin 0.24% 752,105 $14.1M Reduce -63.6%
KYMR Kymera Therapeutics Inc. 0.24% 168,846 $14.1M Reduce -11.1%
INTA Intapp Inc. 0.24% 543,452 $14.0M Reduce -9.8%
CWK Cushman & Wakefield Ltd. 0.22% 1,077,840 $13.2M New
CBLL Ceribell Inc. 0.22% 716,468 $13.1M Reduce -9.1%
PLNT Planet Fitness Inc. Class A 0.22% 171,061 $12.7M New
ABVX Abivax SA-ADR 0.21% 109,183 $12.2M Reduce -15.6%
EQPT Equipmentshare.com Inc. Class A 0.20% 590,555 $12.0M New
WHD Cactus Inc. Class A 0.18% 227,520 $10.8M Reduce -9.1%
IRTC Irhythm Holdings Inc. 0.18% 90,652 $10.7M Add +51.5%
GLBE Global-E Online Ltd. 0.18% 344,302 $10.6M Reduce -33.9%
WING Wingstop Inc. 0.18% 67,593 $10.5M Reduce -19.8%
NSA National Storage Affiliates 0.17% 265,142 $10.0M Reduce -61.6%
VERA Vera Therapeutics Inc. 0.16% 232,463 $9.4M Reduce -7.9%
MLYS Mineralys Therapeutics Inc. 0.16% 338,798 $9.2M Reduce -10.9%
TDW Tidewater Inc. 0.15% 107,282 $9.0M New
VERX Vertex Inc. Class A 0.14% 682,652 $8.1M Reduce -10.9%
CRWD CrowdStrike Holdings Inc. Class A 0.13% 19,685 $7.7M Reduce -7.5%
CLBT Cellebrite Di Ltd. 0.12% 504,182 $6.9M Reduce -29.6%
SI Shoulder Innovations Inc. 0.08% 322,764 $4.7M Add +11.4%
ARCO Arcos Dorados Holdings Inc. Class A 0.08% 538,652 $4.4M Reduce -1.9%
AKAM Akamai Technologies Inc. 0.07% 34,148 $3.9M New
COGT Cogent Biosciences Inc. 0.06% 85,000 $3.3M New
CLH Clean Harbors Inc. 0.03% 6,796 $1.9M Add +0.4%
IWO iShares Russell 2000 Growth 0.03% 6,000 $1.9M New
ELVN Enliven Therapeutics Inc. 0.03% 45,000 $1.8M New
WBS Webster Financial Corp. 0.02% 15,485 $1.1M No change
RNR Renaissancere Holdings Ltd. 0.01% 2,594 $771K No change
WCC Wesco International Inc. 0.00% 45 $12K Add +12.5%
CWAN Clearwater Analytics HDS-A 0.00% 292 $7K Reduce -100.0%
AMPL Amplitude Inc. Class A 0.00% 287 $2K Reduce -100.0%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 158$6.8BCRS, LSCC, EME, MPWR, FIX
Q1 2026 151$5.9BEME, MPWR, COR, LSCC, CRS
Q4 2025 148$6.6BFROG, EME, COR, MPWR, KRMN
Q3 2025 156$7.0BEME, COR, FROG, MPWR, VEEV
Q2 2025 145$6.9BEME, FROG, COR, HUBS, VEEV
Q1 2025 142$6.2BCYBR, COR, HUBS, VRSK, LNG
Q4 2024 153$6.9BCYBR, HUBS, RRX, COR, BJ
Q3 2024 154$6.7BCYBR, CTAS, BJ, COR, EME
Q2 2024 158$6.4BCYBR, CRWD, CTAS, VRSK, BJ
Q1 2024 162$6.9BCYBR, CTAS, CRWD, COR, ORLY