Timessquare Capital Management, LLC Top Holdings and 13F Report (2026) About Timessquare Capital Management, LLCInvestment ActivityTimessquare Capital Management, LLC has $6.12 billion in total holdings as of September 30, 2026.Timessquare Capital Management, LLC owns shares of 157 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 8.61% of the portfolio was purchased this quarter.About 11.65% of the portfolio was sold this quarter.This quarter, Timessquare Capital Management, LLC has purchased 158 new stocks and bought additional shares in 39 stocks.Timessquare Capital Management, LLC sold shares of 107 stocks and completely divested from 12 stocks this quarter.Largest Holdings Snowflake $192,675,173JFrog $152,629,655EMCOR Group $139,256,219Lattice Semiconductor $134,758,729Cencora $122,392,109 Largest New Holdings this Quarter 55024U109 - Lumentum $76,244,881 Holding76155X100 - Revolution Medicines $23,984,220 Holding531229755 - Liberty Media Corporation - Liberty Formula One Series C $22,065,582 HoldingG50871105 - Jazz Pharmaceuticals $21,639,480 HoldingG5T40M104 - MAREX GROUP LTD $18,834,293 Holding Largest Purchases this Quarter Lumentum 78,501 shares (about $76.24M)RBC Bearings 92,470 shares (about $46.16M)Amphenol 320,366 shares (about $27.01M)Revolution Medicines 116,848 shares (about $23.98M)Credo Technology Group 122,337 shares (about $23.83M) Largest Sales this Quarter Regal Rexnord 327,154 shares (about $50.74M)Monolithic Power Systems 20,155 shares (about $27.15M)Veeva Systems 87,097 shares (about $24.86M)Victory Capital 161,784 shares (about $17.89M)Chefs' Warehouse 155,290 shares (about $17.42M) 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 PortfolioSectorSNOWSnowflake$192,675,173$13,660,159 ▲7.6%567,4263.2%TechnologyFROGJFrog$152,629,655$2,445,311 ▼-1.6%1,572,8532.5%TechnologyEMEEMCOR Group$139,256,219$3,423,121 ▼-2.4%184,5702.3%IndustrialsLSCCLattice Semiconductor$134,758,729$7,839,065 ▼-5.5%1,072,7492.2%TechnologyCORCencora$122,392,109$3,138,513 ▼-2.5%407,6342.0%HealthcareMPWRMonolithic Power Systems$122,151,090$27,153,219 ▼-18.2%90,6692.0%TechnologyFIXComfort Systems USA$121,731,099$396,982 ▼-0.3%73,5942.0%IndustrialsPANWPalo Alto Networks$114,472,163$8,131,346 ▼-6.6%288,1181.9%TechnologyIBKRInteractive Brokers Group$110,312,755$11,367,096 ▼-9.3%1,291,4161.8%FinanceCRSCarpenter Technology$109,463,717$3,924,749 ▼-3.5%281,5281.8%IndustrialsTRGPTarga Resources$97,724,634$4,570,401 ▲4.9%361,5281.6%EnergyVEEVVeeva Systems$90,946,083$24,861,839 ▼-21.5%318,6061.5%HealthcareCHENIERE ENERGY INC$86,998,114$6,968,953 ▼-7.4%323,3771.4%COM NEWONTOOnto Innovation$86,681,189$19,849,465 ▲29.7%281,5971.4%TechnologyAXONAxon Enterprise$85,349,040$1,932,184 ▼-2.2%202,0001.4%IndustrialsROSTRoss Stores$83,835,880$13,304,033 ▼-13.7%359,1941.4%Consumer DiscretionaryCWCurtiss-Wright$83,159,323$6,314,294 ▼-7.1%152,9171.4%IndustrialsIDXXIDEXX Laboratories$83,053,275$2,302,336 ▼-2.7%159,0481.4%HealthcareARGXargenex$78,108,014$1,590,832 ▼-2.0%81,4551.3%HealthcareRBCRBC Bearings$77,872,891$46,163,798 ▲145.6%155,9861.3%IndustrialsASTERA LABS INC$77,390,726$14,786,638 ▲23.6%217,4081.3%COMRGENRepligen$76,390,087$9,529,802 ▼-11.1%397,3891.2%HealthcarePFGCPerformance Food Group$76,363,356$777,286 ▼-1.0%834,4811.2%Consumer StaplesLITELumentum$76,244,881$76,244,881 ▲New Holding78,5011.2%TechnologyMKSIMKS$75,767,975$775,117 ▼-1.0%285,5291.2%TechnologyMTSIMACOM Technology Solutions$73,768,380$736,260 ▼-1.0%259,0001.2%TechnologyORLYO'Reilly Automotive$73,439,789$6,651,133 ▼-8.3%859,8501.2%Consumer DiscretionaryDTDynatrace$70,155,486$1,906,344 ▼-2.6%1,215,0241.1%TechnologyCTASCintas$69,277,510$1,893,642 ▼-2.7%355,1601.1%IndustrialsSTVNStevanato Group$68,245,821$4,652,147 ▼-6.4%3,252,8991.1%HealthcareINSMInsmed$66,991,734$16,113,144 ▼-19.4%586,9261.1%HealthcareTTWOTake-Two Interactive Software$62,220,950$1,457,273 ▼-2.3%299,8601.0%Communication ServicesBJBJ's Wholesale Club$59,798,252$3,624,248 ▼-5.7%649,9811.0%Consumer StaplesDOORDASH INC$59,268,111$8,600,786 ▼-12.7%322,8991.0%CL ANETSKOPE INC$58,628,467$5,269,165 ▲9.9%3,361,7241.0%CL ACBRECBRE Group$58,387,945$1,263,631 ▼-2.1%454,4871.0%Real EstateCRDOCredo Technology Group$57,075,418$23,830,024 ▲71.7%293,0100.9%TechnologyLYVLive Nation Entertainment$55,727,127$14,662,227 ▲35.7%329,1620.9%Communication ServicesAPHAmphenol$55,052,031$27,006,854 ▲96.3%653,0490.9%TechnologySERVICETITAN INC$54,474,317$47,171 ▲0.1%828,0030.9%SHS CL AVRTVertiv$53,590,607$1,151,531 ▼-2.1%222,0820.9%IndustrialsVRSKVerisk Analytics$52,036,186$5,215,603 ▼-9.1%310,0160.9%IndustrialsEVREvercore$51,754,668$9,020,225 ▲21.1%200,9890.8%FinanceCASYCasey's General Stores$51,636,349$5,652,593 ▲12.3%84,8640.8%Consumer StaplesTPGTPG$51,483,867$1,186,788 ▼-2.3%1,166,6410.8%FinanceAMEAMETEK$51,327,922$1,214,372 ▼-2.3%207,1930.8%TechnologyNRGNRG Energy$51,204,984$1,874,931 ▲3.8%535,3370.8%UtilitiesESTCElastic$49,184,762$950,746 ▼-1.9%536,3660.8%TechnologyIOTSamsara$47,620,290$1,216,919 ▼-2.5%1,248,8930.8%TechnologyGFLGFL Environmental$47,443,502$1,176,260 ▼-2.4%1,134,1980.8%IndustrialsLOAR HOLDINGS INC$47,200,236$1,928,098 ▼-3.9%767,2340.8%COM SHSWFRDWeatherford International$45,551,235$2,351,667 ▼-4.9%578,9430.7%EnergyAKAMAkamai Technologies$44,831,523$20,315,296 ▲82.9%421,5470.7%TechnologyJAMES HARDIE INDS PLC$43,027,481$4,423,935 ▼-9.3%1,700,0190.7%ORD SHSMLMMartin Marietta Materials$41,585,133$6,409,782 ▲18.2%86,6700.7%Materials2023 ETF SERIES TRUST$41,354,669$886,226 ▲2.2%2,151,2000.7%TIMESSQUARE QLTYCWSTCasella Waste Systems$40,480,250$5,383 ▲0.0%503,7990.7%IndustrialsEHCEncompass Health$40,448,516$5,490,133 ▼-12.0%332,9370.7%HealthcareHOODRobinhood Markets$39,890,025$1,039,613 ▼-2.5%354,5780.7%FinanceMRVLMarvell Technology$39,788,705$656,033 ▼-1.6%150,5950.7%TechnologyPURSUIT ATTRACTIONS AND HOSP$36,989,522$3,615,570 ▼-8.9%743,8070.6%COMESABESAB$36,005,396$1,852,546 ▼-4.9%546,5300.6%IndustrialsTRMBTrimble$34,030,935$5,534,130 ▼-14.0%595,8840.6%TechnologyVVVValvoline$33,726,841$536,914 ▲1.6%1,119,0060.6%Consumer DiscretionaryCCJCameco$33,096,240$787,917 ▼-2.3%381,8650.5%EnergySITMSiTime$32,222,019$9,926,505 ▼-23.6%49,4180.5%TechnologyBSYBentley Systems$31,945,271$2,363,437 ▲8.0%999,8520.5%TechnologyITTITT$31,730,342$5,878,613 ▼-15.6%157,2210.5%IndustrialsGUARDIAN PHARMACY SVCS INC$31,703,962$7,103,794 ▼-18.3%777,4390.5%CL AMIRMMirum Pharmaceuticals$31,181,565$213,615 ▼-0.7%364,7820.5%HealthcareVCTRVictory Capital$31,123,393$17,893,310 ▼-36.5%281,4050.5%FinanceADUSAddus HomeCare$30,636,935$4,022,772 ▼-11.6%277,1570.5%HealthcareAXGNAxoGen$30,474,750$1,556,951 ▲5.4%726,9740.5%HealthcareTYLTyler Technologies$29,333,821$5,817,317 ▼-16.5%92,0710.5%TechnologyKARMAN HLDGS INC$29,286,704$13,795,293 ▼-32.0%903,3530.5%COMMON STOCKAITApplied Industrial Technologies$29,162,103$3,585,077 ▼-10.9%87,7610.5%IndustrialsGKOSGlaukos$27,448,299$3,607,583 ▲15.1%167,1740.4%HealthcareEEExcelerate Energy$27,429,574$3,101,059 ▼-10.2%853,7060.4%EnergyCHEFChefs' Warehouse$26,491,189$17,418,879 ▼-39.7%236,1700.4%Consumer StaplesWRBYWarby Parker$26,186,484$3,045,688 ▲13.2%942,6380.4%Consumer DiscretionaryJBT MAREL CORPORATION$25,692,687$3,305,178 ▼-11.4%243,3250.4%COMRMBSRambus$25,583,006$2,997,180 ▼-10.5%239,6310.4%TechnologyTARSTarsus Pharmaceuticals$25,529,777$3,506,949 ▼-12.1%324,7650.4%HealthcareRVMDRevolution Medicines$23,984,220$23,984,220 ▲New Holding116,8480.4%HealthcareWCNWaste Connections$23,694,907$627,419 ▼-2.6%153,9330.4%IndustrialsEMBRAER S.A.$23,518,821$4,739,586 ▼-16.8%312,2520.4%SPONSORED ADSFWONKLiberty Media Corporation - Liberty Formula One Series C$22,065,582$22,065,582 ▲New Holding238,8050.4%Communication ServicesROADConstruction Partners$21,916,993$1,166,519 ▲5.6%243,4410.4%IndustrialsKRYSKrystal Biotech$21,772,038$15,323,367 ▼-41.3%65,4680.4%HealthcareJAZZJazz Pharmaceuticals$21,639,480$21,639,480 ▲New Holding93,4670.4%HealthcareRRXRegal Rexnord$21,438,994$50,744,857 ▼-70.3%138,2180.4%IndustrialsBROBrown & Brown$20,715,988$454,314 ▼-2.1%340,1640.3%FinanceRUSHARush Enterprises$20,354,757$12,307,177 ▲152.9%444,3300.3%IndustrialsFNDFloor & Decor$20,289,845$569,327 ▼-2.7%442,9130.3%Consumer DiscretionaryCRWDCrowdStrike$20,214,457$15,024,827 ▲289.5%76,3530.3%TechnologyVIAVViavi Solutions$19,877,626$15,578,269 ▲362.3%474,1800.3%TechnologyVCELVericel$19,516,309$2,554,510 ▼-11.6%486,2060.3%HealthcareCERIBELL INC$19,094,907$57,243 ▲0.3%782,8990.3%COMSTEPStepStone Group$19,008,375$3,832,871 ▲25.3%437,9810.3%FinanceMAREX GROUP LTD$18,834,293$18,834,293 ▲New Holding269,9870.3%ORDShowing largest 100 holdings. 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