Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TimesSquare Capital Management, LLC (CIK 1313816) reported $5.89B across 144 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EME ($156.4M, 2.65%), MPWR ($151.8M, 2.58%), ABC ($132.6M, 2.25%), LSCC ($127.1M, 2.16%), CRS ($115.6M, 1.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EME | EMCOR GROUP INC | $156.4M | 2.65% | 211,862 | Trimmed |
| 2 | MPWR | MONOLITHIC PWR SYS INC | $151.8M | 2.58% | 138,840 | Trimmed |
| 3 | ABC | CENCORA INC | $132.6M | 2.25% | 422,070 | Trimmed |
| 4 | LSCC | LATTICE SEMICONDUCTOR CORP | $127.1M | 2.16% | 1.4M | Trimmed |
| 5 | CRS | CARPENTER TECHNOLOGY CORP | $115.6M | 1.96% | 293,279 | Trimmed |
| 6 | CW | CURTISS WRIGHT CORP | $112.0M | 1.90% | 164,493 | Trimmed |
| 7 | LNG | CHENIERE ENERGY INC | $109.2M | 1.85% | 384,896 | Trimmed |
| 8 | FIX | COMFORT SYS USA INC | $102.0M | 1.73% | 73,968 | Added |
| 9 | KRMN | KARMAN HLDGS INC | $101.3M | 1.72% | 1.3M | Trimmed |
| 10 | FROG | JFROG LTD | $98.4M | 1.67% | 2.1M | Trimmed |
| 11 | IBKR | INTERACTIVE BROKERS GROUP IN | $97.3M | 1.65% | 1.5M | Trimmed |
| 12 | INSM | INSMED INC | $95.6M | 1.62% | 584,798 | Added |
| 13 | IDXX | IDEXX LABS INC | $92.0M | 1.56% | 163,763 | Trimmed |
| 14 | ROST | ROSS STORES INC | $90.2M | 1.53% | 416,389 | Trimmed |
| 15 | RRX | REGAL REXNORD CORPORATION | $88.1M | 1.49% | 470,333 | Trimmed |
| 16 | AXON | AXON ENTERPRISE INC | $87.4M | 1.48% | 205,881 | Added |
| 17 | ORLY | OREILLY AUTOMOTIVE INC | $86.4M | 1.47% | 935,987 | Trimmed |
| 18 | TRGP | TARGA RES CORP | $86.5M | 1.47% | 344,872 | Trimmed |
| 19 | PANW | PALO ALTO NETWORKS INC | $85.0M | 1.44% | 530,349 | New |
| 20 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $75.8M | 1.29% | 341,231 | Added |
| 21 | NRG | NRG ENERGY INC | $75.2M | 1.28% | 514,851 | Trimmed |
| 22 | VEEV | VEEVA SYS INC | $71.5M | 1.21% | 407,144 | Trimmed |
| 23 | PFGC | PERFORMANCE FOOD GROUP CO | $71.3M | 1.21% | 832,494 | Trimmed |
| 24 | BJ | BJS WHSL CLUB HLDGS INC | $69.8M | 1.18% | 709,194 | Trimmed |
| 25 | MKSI | MKS INC. | $66.2M | 1.12% | 288,165 | New |
Source: SEC Form 13F filings · as of 2026-03-31