Timessquare Capital Management, LLC Top Holdings and 13F Report (2026) About Timessquare Capital Management, LLCInvestment ActivityTimessquare Capital Management, LLC has $6.80 billion in total holdings as of June 30, 2026.Timessquare Capital Management, LLC owns shares of 158 different stocks, but just 77 companies or ETFs make up 80% of its holdings.Approximately 9.40% of the portfolio was purchased this quarter.About 13.63% of the portfolio was sold this quarter.This quarter, Timessquare Capital Management, LLC has purchased 151 new stocks and bought additional shares in 44 stocks.Timessquare Capital Management, LLC sold shares of 89 stocks and completely divested from 14 stocks this quarter.Largest Holdings Carpenter Technology $179,884,114Lattice Semiconductor $173,632,850EMCOR Group $156,936,117Monolithic Power Systems $153,198,665Comfort Systems USA $146,335,296 Largest New Holdings this Quarter 04626A103 - ASTERA LABS INC $84,948,244 HoldingG48833118 - Weatherford International $49,619,808 HoldingN52A8C105 - INNIO NV $27,343,288 Holding377322102 - Glaukos $20,293,432 HoldingG3323L100 - Fabrinet $18,839,797 Holding Largest Purchases this Quarter ASTERA LABS INC 175,869 shares (about $84.95M)Snowflake 321,097 shares (about $81.72M)Weatherford International 608,832 shares (about $49.62M)INNIO NV 691,360 shares (about $27.34M)Ionis Pharmaceuticals 338,396 shares (about $26.83M) Largest Sales this Quarter Palo Alto Networks 221,765 shares (about $75.63M)Bloom Energy 235,274 shares (about $71.22M)Marvell Technology 206,366 shares (about $61.47M)Credo Technology Group 178,943 shares (about $48.66M)JFrog 499,535 shares (about $45.40M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTimessquare Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCRSCarpenter Technology$179,884,114$1,022,104 â–¼-0.6%291,6222.6%IndustrialsLSCCLattice Semiconductor$173,632,850$36,009,996 â–¼-17.2%1,135,1522.6%TechnologyEMEEMCOR Group$156,936,117$18,883,919 â–¼-10.7%189,1072.3%IndustrialsMPWRMonolithic Power Systems$153,198,665$38,728,198 â–¼-20.2%110,8242.3%TechnologyFIXComfort Systems USA$146,335,296$265,581 â–¼-0.2%73,8342.2%IndustrialsFROGJFrog$145,230,966$45,397,741 â–¼-23.8%1,598,0522.1%TechnologySNOWSnowflake$134,171,637$81,719,187 â–²155.8%527,1972.0%TechnologyMKSIMKS$128,302,560$126,768 â–²0.1%288,4501.9%TechnologyCWCurtiss-Wright$124,672,737$26,522 â–²0.0%164,5281.8%IndustrialsIBKRInteractive Brokers Group$123,987,523$2,293,504 â–¼-1.8%1,424,4891.8%FinanceCORCencora$118,310,259$1,127,109 â–¼-0.9%418,0871.7%HealthcareAXONAxon Enterprise$115,806,890$387,942 â–²0.3%206,5731.7%IndustrialsRRXRegal Rexnord$110,846,957$1,181,661 â–¼-1.1%465,3721.6%IndustrialsPANWPalo Alto Networks$105,233,316$75,626,301 â–¼-41.8%308,5841.5%TechnologyMTSIMACOM Technology Solutions$99,499,086$30,294,949 â–¼-23.3%261,5851.5%TechnologyPFGCPerformance Food Group$94,236,175$1,171,671 â–²1.3%842,9751.4%Consumer StaplesTRGPTarga Resources$92,406,407$67,571 â–¼-0.1%344,6201.4%EnergyROSTRoss Stores$88,587,106$41,293 â–¼0.0%416,1951.3%Consumer DiscretionaryORLYO'Reilly Automotive$86,354,911$159,868 â–²0.2%937,7231.3%Consumer DiscretionaryIDXXIDEXX Laboratories$86,050,303$161,091 â–¼-0.2%163,4571.3%HealthcareASTERA LABS INC$84,948,244$84,948,244 â–²New Holding175,8691.2%COMCHENIERE ENERGY INC$83,481,652$8,512,341 â–¼-9.3%349,2811.2%COM NEWONTOOnto Innovation$82,166,415$19,233,207 â–¼-19.0%217,1131.2%TechnologyINSMInsmed$77,629,596$15,278,433 â–²24.5%728,0961.1%HealthcareARGXargenex$77,110,676$2,783 â–¼0.0%83,1141.1%HealthcareTTWOTake-Two Interactive Software$76,714,612$188,985 â–²0.2%306,8831.1%Communication ServicesVRTVertiv$75,955,256$321,092 â–²0.4%226,8541.1%IndustrialsNRGNRG Energy$75,328,254$129,117 â–²0.2%515,7351.1%UtilitiesVEEVVeeva Systems$72,000,111$255,734 â–¼-0.4%405,7031.1%HealthcareDOORDASH INC$68,231,259$239,520 â–²0.4%369,7571.0%CL AKARMAN HLDGS INC$66,337,240$3,174,013 â–²5.0%1,328,8711.0%COMMON STOCKLOAR HOLDINGS INC$64,373,131$10,262,620 â–¼-13.8%798,5750.9%COM SHSSTVNStevanato Group$62,786,763$272,405 â–¼-0.4%3,474,6410.9%HealthcareCBRECBRE Group$62,539,665$223,181 â–²0.4%464,3230.9%Real EstateCTASCintas$62,056,749$139,806 â–¼-0.2%364,8680.9%IndustrialsVRSKVerisk Analytics$61,235,708$65,349 â–¼-0.1%341,0890.9%IndustrialsRGENRepligen$60,983,768$1,244,196 â–¼-2.0%446,9640.9%HealthcareBJBJ's Wholesale Club$60,127,288$1,728,613 â–¼-2.8%689,3750.9%Consumer StaplesCASYCasey's General Stores$60,065,459$12,598,216 â–²26.5%75,5740.9%Consumer StaplesAPHAmphenol$58,658,667$9,241,637 â–²18.7%332,6830.9%TechnologySERVICETITAN INC$58,497,393$1,014,901 â–¼-1.7%827,2860.9%SHS CL AESABESAB$56,677,730$10,182,364 â–¼-15.2%574,6500.8%IndustrialsEVREvercore$56,665,041$2,390 â–¼0.0%165,9590.8%FinanceDTDynatrace$54,801,436$83,561 â–¼-0.2%1,248,0400.8%TechnologyAMEAMETEK$51,314,264$124,841 â–²0.2%212,0950.8%TechnologyWFRDWeatherford International$49,619,808$49,619,808 â–²New Holding608,8320.7%EnergyJAMES HARDIE INDS PLC$49,082,500$1,176,320 â–¼-2.3%1,874,8090.7%ORD SHSCWSTCasella Waste Systems$48,846,892$6,836,967 â–¼-12.3%503,7320.7%IndustrialsIONSIonis Pharmaceuticals$48,689,610$26,831,419 â–²122.8%614,0700.7%HealthcareTPGTPG$48,397,804$118,122 â–²0.2%1,193,5340.7%FinanceSITMSiTime$48,194,490$19,720,062 â–¼-29.0%64,6420.7%TechnologyCRDOCredo Technology Group$46,414,522$48,663,548 â–¼-51.2%170,6730.7%TechnologyPURSUIT ATTRACTIONS AND HOSP$45,700,121$4,247,172 â–¼-8.5%816,5110.7%COMMRVLMarvell Technology$45,600,405$61,474,367 â–¼-57.4%153,0780.7%Technology2023 ETF SERIES TRUST$44,737,796$1,028,602 â–²2.4%2,105,1000.7%TIMESSQUARE QLTYLYVLive Nation Entertainment$44,414,612$120,303 â–²0.3%242,5570.7%Communication ServicesVVVValvoline$43,541,132$6,591,002 â–²17.8%1,101,1920.6%Consumer DiscretionaryMIRMMirum Pharmaceuticals$42,997,587$1,076,107 â–¼-2.4%367,2810.6%HealthcareGFLGFL Environmental$42,761,679$33,442 â–²0.1%1,162,3180.6%IndustrialsMLMMartin Marietta Materials$42,278,454$6,920 â–²0.0%73,3110.6%MaterialsIOTSamsara$41,536,603$5,319 â–¼0.0%1,280,8080.6%TechnologyKRYSKrystal Biotech$41,457,930$296,221 â–¼-0.7%111,5450.6%HealthcareRBCRBC Bearings$40,908,115$7,353,877 â–¼-15.2%63,5160.6%IndustrialsGUARDIAN PHARMACY SVCS INC$39,845,041$5,268,795 â–¼-11.7%951,6370.6%CL ACCJCameco$39,822,778$65,089 â–²0.2%390,9560.6%EnergyJBT MAREL CORPORATION$39,820,915$1,166,670 â–²3.0%274,6270.6%COMEHCEncompass Health$38,221,077$86,626 â–¼-0.2%378,1270.6%HealthcareCHEFChefs' Warehouse$37,619,306$2,863,588 â–¼-7.1%391,4600.6%Consumer StaplesVCTRVictory Capital$37,254,467$7,012,453 â–¼-15.8%443,1890.5%FinanceITTITT$36,852,378$4,227,120 â–¼-10.3%186,3490.5%IndustrialsHOODRobinhood Markets$36,483,769$45,527 â–²0.1%363,8190.5%FinanceEEExcelerate Energy$36,098,934$10,571,857 â–²41.4%950,2220.5%EnergyRMBSRambus$35,535,162$5,927,505 â–¼-14.3%267,7050.5%TechnologyTRMBTrimble$35,456,839$48,621 â–¼-0.1%692,7870.5%TechnologyNETSKOPE INC$33,471,947$2,575,210 â–¼-7.1%3,059,5930.5%CL AAITApplied Industrial Technologies$33,324,683$7,018,642 â–¼-17.4%98,5500.5%IndustrialsTYLTyler Technologies$32,267,112$82,474 â–²0.3%110,3300.5%TechnologyAXGNAxoGen$31,863,386$5,287,323 â–²19.9%689,8330.5%HealthcareADUSAddus HomeCare$31,502,268$1,215,687 â–¼-3.7%313,5490.5%HealthcareESTCElastic$31,174,773$4,672,504 â–¼-13.0%546,7340.5%TechnologyTSCOTractor Supply$28,732,984$16,777,576 â–¼-36.9%908,9840.4%Consumer DiscretionaryBSYBentley Systems$27,674,523$62,769 â–¼-0.2%925,8790.4%TechnologyROADConstruction Partners$27,374,585$1,725,134 â–²6.7%230,4840.4%IndustrialsINNIO NV$27,343,288$27,343,288 â–²New Holding691,3600.4%ORDINARY SHARESXENEXenon Pharmaceuticals$27,258,153$5,571,228 â–²25.7%451,5930.4%HealthcareAKAMAkamai Technologies$27,250,242$23,213,607 â–²575.1%230,5240.4%TechnologyFNDFloor & Decor$27,029,042$63,100 â–¼-0.2%455,3410.4%Consumer DiscretionaryNAMSNewAmsterdam Pharma$26,981,930$1,497,057 â–²5.9%796,1620.4%HealthcareWCNWaste Connections$26,338,520$4,834 â–¼0.0%158,0090.4%IndustrialsMYRGMYR Group$26,274,503$9,186,844 â–¼-25.9%52,5070.4%IndustrialsWRBYWarby Parker$25,273,281$2,902,810 â–¼-10.3%833,0020.4%Consumer DiscretionaryMIRMirion Technologies$25,113,511$1,909,133 â–²8.2%1,400,6420.4%TechnologyVCELVericel$24,462,649$1,267,387 â–¼-4.9%549,8460.4%HealthcareFICOFair Isaac$23,960,118$24,605,299 â–¼-50.7%20,0540.4%TechnologyEMBRAER S.A.$23,936,356$435,499 â–²1.9%375,1780.4%SPONSORED ADSLEGENCE CORP$23,574,703$108,072 â–¼-0.5%276,6010.3%CL ATARSTarsus Pharmaceuticals$23,248,588$1,209,266 â–¼-4.9%369,3770.3%HealthcareHXLHexcel$23,108,557$1,160,496 â–¼-4.8%230,9470.3%IndustrialsNICENiCE$22,446,400$2,291,964 â–¼-9.3%247,0710.3%TechnologyBROBrown & Brown$22,300,080$3,484,756 â–¼-13.5%347,6240.3%FinanceShowing largest 100 holdings. 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