TimesSquare Capital Management, LLC

Name: TimesSquare Capital Management, LLC 13F holdings, Q2 2026
Creator: TimesSquare Capital Management, LLC
Published: 2026-08-07

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
MWH Solv Energy Inc. Class A	0.33%	654,248	$22.3M	Add +0.0%
GKOS Glaukos Corp.	0.30%	145,202	$20.3M	New
CWK Cushman & Wakefield Ltd.	0.29%	1,483,723	$19.9M	Add +37.7%
PIPR Piper Sandler Cos	0.28%	264,791	$19.2M	Reduce -15.4%
FN Fabrinet	0.28%	33,518	$18.8M	New
HLNE Hamilton Lane Inc. Class A	0.27%	236,216	$18.6M	Reduce -18.2%
OLLI Ollie's Bargain Outlet Holdi	0.27%	240,128	$18.5M	Reduce -6.4%
KYMR Kymera Therapeutics Inc.	0.27%	157,327	$18.0M	Reduce -6.8%
UEC Uranium Energy Corp.	0.26%	1,685,961	$18.0M	Reduce -5.4%
AXSM Axsome Therapeutics Inc.	0.26%	71,510	$17.5M	New
COGT Cogent Biosciences Inc.	0.25%	447,745	$17.3M	Add +426.8%
UNF Unifirst Corp.	0.25%	64,906	$17.2M	Reduce -4.5%
MTDR Matador Resources Co.	0.25%	342,759	$17.1M	Reduce -15.9%
WH Wyndham Hotels & Resorts Inc.	0.25%	197,862	$16.7M	Reduce -63.4%
IRTC Irhythm Holdings Inc.	0.24%	137,311	$16.3M	Add +51.5%
MOD Modine Manufacturing Co.	0.24%	61,033	$16.3M	New
DNTH Dianthus Therapeutics Inc.	0.24%	166,357	$16.2M	New
SEI Solaris Energy Infrastructur	0.23%	198,051	$15.9M	New
WING Wingstop Inc.	0.23%	91,542	$15.9M	Add +35.4%
BE Bloom Energy Corp. Class A	0.23%	52,025	$15.7M	Reduce -81.9%
NVMI Nova Ltd.	0.23%	28,870	$15.7M	Reduce -13.9%
PJT PJT Partners Inc. Class A	0.23%	103,838	$15.7M	Reduce -17.3%
VERA Vera Therapeutics Inc.	0.23%	364,557	$15.6M	Add +56.8%
WK Workiva Inc.	0.23%	319,434	$15.5M	Reduce -28.4%
TDW Tidewater Inc.	0.23%	232,097	$15.5M	Add +116.3%
CBLL Ceribell Inc.	0.22%	780,552	$15.2M	Add +8.9%
PAY Paymentus Holdings Inc. Class A	0.22%	620,222	$15.0M	Reduce -6.0%
CGON CG Oncology Inc.	0.22%	210,884	$15.0M	Reduce -16.9%
CRWD CrowdStrike Holdings Inc. Class A	0.22%	19,602	$15.0M	Reduce -0.4%
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC	0.22%	310,150	$14.9M	Reduce -5.5%
STEP Stepstone Group Inc. Class A	0.21%	349,666	$14.5M	Reduce -10.5%
NP Neptune Insurance Holdi Class A	0.20%	429,225	$13.5M	Reduce -52.2%
ABVX Abivax SA-ADR	0.20%	101,092	$13.5M	Reduce -7.4%
ELVN Enliven Therapeutics Inc.	0.20%	261,344	$13.3M	Add +480.8%
ARXS Arxis Inc. Class A	0.19%	280,121	$12.9M	New
MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC	0.19%	211,722	$12.9M	New
RUSHA Rush Enterprises Inc. Class A	0.19%	175,673	$12.8M	New
INTA Intapp Inc.	0.19%	501,786	$12.7M	Reduce -7.7%
MAIR Madison Air Solutions Corp. Class A	0.18%	305,681	$11.9M	New
GLBE Global-E Online Ltd.	0.17%	323,202	$11.2M	Reduce -6.1%
WHD Cactus Inc. Class A	0.16%	213,494	$10.9M	Reduce -6.2%
HAWK Hawkeye 360 Inc.	0.15%	514,010	$10.4M	New
FCFS Firstcash Holdings Inc.	0.14%	45,028	$9.7M	New
FORM Formfactor Inc.	0.14%	58,321	$9.3M	New
AMPX Amprius Technologies Inc.	0.13%	641,990	$8.9M	New
KTOS Kratos Defense & Security	0.10%	142,987	$7.1M	Reduce -55.1%
MLYS Mineralys Therapeutics Inc.	0.09%	235,858	$6.4M	Reduce -30.4%
SI Shoulder Innovations Inc.	0.09%	298,219	$6.0M	Reduce -7.6%
SMTC Semtech Corp.	0.08%	33,693	$5.5M	New
VIAV Viavi Solutions Inc.	0.07%	102,561	$4.9M	New
SUJA Suja Life Inc. Class A	0.06%	386,515	$3.9M	New
EQPT Equipmentshare.com Inc. Class A	0.05%	171,191	$3.4M	Reduce -71.0%
ARCO Arcos Dorados Holdings Inc. Class A	0.04%	370,892	$3.0M	Reduce -31.1%
CLH Clean Harbors Inc.	0.03%	6,796	$2.0M	No change
BKR Baker Hughes Co.	0.03%	33,619	$1.9M	New
WBS Webster Financial Corp.	0.02%	15,485	$1.2M	No change
RNR Renaissancere Holdings Ltd.	0.01%	2,594	$822K	No change
WCC Wesco International Inc.	0.00%	45	$16K	No change

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