Timessquare Capital Management, LLC Top Holdings and 13F Report (2026) About Timessquare Capital Management, LLCInvestment ActivityTimessquare Capital Management, LLC has $5.89 billion in total holdings as of March 31, 2026.Timessquare Capital Management, LLC owns shares of 151 different stocks, but just 78 companies or ETFs make up 80% of its holdings.Approximately 11.58% of the portfolio was purchased this quarter.About 18.04% of the portfolio was sold this quarter.This quarter, Timessquare Capital Management, LLC has purchased 148 new stocks and bought additional shares in 38 stocks.Timessquare Capital Management, LLC sold shares of 94 stocks and completely divested from 14 stocks this quarter.Largest Holdings EMCOR Group $156,419,833Monolithic Power Systems $151,800,714Cencora $132,589,070Lattice Semiconductor $127,134,351Carpenter Technology $115,595,918 Largest New Holdings this Quarter 697435105 - Palo Alto Networks $85,025,552 Holding55306N104 - MKS $66,223,199 Holding92537N108 - Vertiv $56,604,769 Holding13321L108 - Cameco $42,392,329 Holding538034109 - Live Nation Entertainment $36,892,169 Holding Largest Purchases this Quarter Palo Alto Networks 530,349 shares (about $85.03M)MKS 288,165 shares (about $66.22M)Vertiv 225,895 shares (about $56.60M)Cameco 390,317 shares (about $42.39M)Live Nation Entertainment 241,900 shares (about $36.89M) Largest Sales this Quarter Clearwater Analytics 1,293,515 shares (about $30.59M)EMCOR Group 38,779 shares (about $28.63M)ESAB 281,213 shares (about $27.18M)KARMAN HLDGS INC 336,719 shares (about $26.95M)Norwegian Cruise Line 1,316,692 shares (about $24.62M) 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 PortfolioSectorEMEEMCOR Group$156,419,833$28,630,923 ▼-15.5%211,8622.7%ConstructionMPWRMonolithic Power Systems$151,800,714$1,573,331 ▼-1.0%138,8402.6%Computer and TechnologyCORCencora$132,589,070$300,318 ▼-0.2%422,0702.2%MedicalLSCCLattice Semiconductor$127,134,351$9,681,918 ▼-7.1%1,370,5732.2%Computer and TechnologyCRSCarpenter Technology$115,595,918$1,647,941 ▼-1.4%293,2792.0%Basic MaterialsCWCurtiss-Wright$112,039,472$125,326 ▼-0.1%164,4931.9%AerospaceCHENIERE ENERGY INC$109,218,089$22,378,732 ▼-17.0%384,8961.9%COM NEWFIXComfort Systems USA$102,001,132$31,369,264 ▲44.4%73,9681.7%ConstructionKARMAN HLDGS INC$101,286,384$26,954,356 ▼-21.0%1,265,2891.7%COMMON STOCKFROGJFrog$98,439,758$18,659,650 ▼-15.9%2,097,5871.7%Computer and TechnologyIBKRInteractive Brokers Group$97,307,772$447,491 ▼-0.5%1,450,8391.7%FinanceINSMInsmed$95,626,169$15,418,628 ▲19.2%584,7981.6%MedicalIDXXIDEXX Laboratories$92,016,792$1,959,872 ▼-2.1%163,7631.6%MedicalROSTRoss Stores$90,202,349$1,511,861 ▼-1.6%416,3891.5%Retail/WholesaleRRXRegal Rexnord$88,074,558$15,929,834 ▼-15.3%470,3331.5%IndustrialsAXONAxon Enterprise$87,435,602$17,136,666 ▲24.4%205,8811.5%AerospaceTRGPTarga Resources$86,469,757$1,341,656 ▼-1.5%344,8721.5%EnergyORLYO'Reilly Automotive$86,400,960$1,119,536 ▼-1.3%935,9871.5%Retail/WholesalePANWPalo Alto Networks$85,025,552$85,025,552 ▲New Holding530,3491.4%Computer and TechnologyMTSIMACOM Technology Solutions$75,777,168$20,955,636 ▲38.2%341,2311.3%Computer and TechnologyNRGNRG Energy$75,240,325$1,220,854 ▼-1.6%514,8511.3%UtilitiesVEEVVeeva Systems$71,518,915$812,427 ▼-1.1%407,1441.2%MedicalPFGCPerformance Food Group$71,311,436$1,839,634 ▼-2.5%832,4941.2%Retail/WholesaleBJBJ's Wholesale Club$69,798,873$15,423,103 ▼-18.1%709,1941.2%Consumer StaplesMKSIMKS$66,223,199$66,223,199 ▲New Holding288,1651.1%Computer and TechnologyESABESAB$65,524,654$27,182,049 ▼-29.3%677,8881.1%IndustrialsTSCOTractor Supply$65,220,766$3,169,777 ▼-4.6%1,439,7521.1%Retail/WholesaleVRSKVerisk Analytics$64,790,707$4,525,727 ▼-6.5%341,4531.1%Business ServicesCBRECBRE Group$62,672,736$8,141,688 ▲14.9%462,6661.1%FinanceCTASCintas$61,852,807$51,419 ▼-0.1%365,6901.0%Business ServicesARGXargenex$60,696,189$18,542,508 ▼-23.4%83,1171.0%MedicalTTWOTake-Two Interactive Software$60,460,083$21,924,080 ▲56.9%306,1271.0%Consumer DiscretionaryVRTVertiv$56,604,769$56,604,769 ▲New Holding225,8951.0%Computer and TechnologyDOORDASH INC$55,324,119$5,858,252 ▲11.8%368,4590.9%CL AONTOOnto Innovation$54,945,225$7,141,153 ▲14.9%267,9340.9%Computer and TechnologyRGENRepligen$53,735,699$2,403,057 ▲4.7%456,0830.9%MedicalSERVICETITAN INC$53,410,411$1,455,963 ▼-2.7%841,6390.9%SHS CL ALOAR HOLDINGS INC$53,044,066$2,498,245 ▲4.9%925,8870.9%COM SHSEVREvercore$49,542,511$808,365 ▼-1.6%165,9660.8%FinanceGFLGFL Environmental$48,453,983$1,513,852 ▲3.2%1,161,4090.8%Business ServicesTPGTPG$48,232,057$19,989,619 ▼-29.3%1,190,6210.8%FinanceSTVNStevanato Group$47,983,595$145,819 ▼-0.3%3,489,7160.8%MedicalDTDynatrace$46,222,892$789,560 ▼-1.7%1,249,9430.8%Computer and TechnologyCWSTCasella Waste Systems$45,560,043$1,870,202 ▼-3.9%574,2380.8%Business ServicesAMEAMETEK$45,354,074$5,374,220 ▼-10.6%211,5790.8%Computer and TechnologyTRMBTrimble$45,252,465$225,500 ▲0.5%693,7370.8%IndustrialsWHWyndham Hotels & Resorts$43,878,009$17,902,361 ▼-29.0%540,1700.7%Consumer DiscretionaryCASYCasey's General Stores$43,469,983$867,609 ▲2.0%59,7230.7%Retail/WholesaleFICOFair Isaac$43,393,366$8,975,876 ▲26.1%40,6480.7%Computer and TechnologyMLMMartin Marietta Materials$43,149,655$10,475,561 ▼-19.5%73,2990.7%ConstructionCCJCameco$42,392,329$42,392,329 ▲New Holding390,3170.7%Basic MaterialsRBCRBC Bearings$40,698,154$8,497,112 ▼-17.3%74,9340.7%IndustrialsIOTSamsara$40,594,003$1,237,685 ▼-3.0%1,280,9720.7%Computer and TechnologyGUARDIAN PHARMACY SVCS INC$40,577,671$1,104,869 ▲2.8%1,077,4740.7%CL AITTITT$39,577,654$3,615,497 ▼-8.4%207,7240.7%Multi-Sector ConglomeratesBEBloom Energy$38,926,142$6,706,891 ▼-14.7%287,2990.7%EnergyTYLTyler Technologies$37,678,234$566,297 ▼-1.5%110,0480.6%Computer and Technology2023 ETF SERIES TRUST$36,965,686$35,168,356 ▲1,956.7%2,056,7000.6%TIMESSQUARE QLTYLYVLive Nation Entertainment$36,892,169$36,892,169 ▲New Holding241,9000.6%Consumer DiscretionaryEHCEncompass Health$36,659,122$3,162,684 ▲9.4%378,9840.6%MedicalJAMES HARDIE INDS PLC$36,359,895$1,580,070 ▼-4.2%1,919,7410.6%ORD SHSMRVLMarvell Technology$35,602,928$1,306,767 ▼-3.5%359,4440.6%Computer and TechnologyAPHAmphenol$35,411,988$5,653,657 ▼-13.8%280,2690.6%Computer and TechnologyMIRMMirum Pharmaceuticals$34,778,576$1,787,923 ▼-4.9%376,4730.6%MedicalVCTRVictory Capital$34,482,488$13,397,404 ▼-28.0%526,6110.6%FinanceJBT MAREL CORPORATION$34,087,712$203,953 ▲0.6%266,5810.6%COMCRDOCredo Technology Group$32,818,454$8,019,783 ▲32.3%349,6160.6%Computer and TechnologyPURSUIT ATTRACTIONS AND HOSP$32,688,392$1,268,497 ▼-3.7%892,3940.6%COMBSYBentley Systems$32,590,622$810,429 ▼-2.4%927,9790.6%Computer and TechnologyCSGPCoStar Group$32,093,697$554,312 ▼-1.7%795,5800.5%Computer and TechnologyAITApplied Industrial Technologies$31,654,268$374,101 ▼-1.2%119,3060.5%IndustrialsVVVValvoline$31,473,960$708,998 ▲2.3%934,5000.5%Retail/WholesaleSITMSiTime$31,458,622$4,258,511 ▼-11.9%91,0920.5%Computer and TechnologyESTCElastic$31,427,663$549,040 ▼-1.7%628,6790.5%Computer and TechnologySNOWSnowflake$31,084,002$535,863 ▼-1.7%206,1000.5%Computer and TechnologyADUSAddus HomeCare$30,497,029$2,780,281 ▼-8.4%325,6490.5%MedicalNICENiCE$30,023,688$1,139,317 ▼-3.7%272,2990.5%Computer and TechnologyKRYSKrystal Biotech$29,020,185$3,859,817 ▲15.3%112,3420.5%MedicalHLNEHamilton Lane$28,710,696$3,920,932 ▼-12.0%288,8400.5%FinanceFLUTTER ENTMT PLC$28,261,763$12,424,544 ▼-30.5%277,2120.5%SHSNETSKOPE INC$27,974,440$1,351,065 ▲5.1%3,294,9870.5%CL ATARSTarsus Pharmaceuticals$27,259,589$3,938,502 ▲16.9%388,5900.5%MedicalRMBSRambus$26,872,331$26,872,331 ▲New Holding312,3600.5%Computer and TechnologyWKWorkiva$26,616,745$3,341,546 ▼-11.2%446,3650.5%Computer and TechnologyBROBrown & Brown$26,210,899$505,769 ▼-1.9%401,9460.4%FinanceMTDRMatador Resources$25,756,970$1,558,587 ▲6.4%407,6760.4%EnergyWCNWaste Connections$25,671,693$366,790 ▼-1.4%158,0380.4%Business ServicesGENIGenius Sports$25,617,055$1,557,083 ▲6.5%5,782,6310.4%Computer and TechnologyHOODRobinhood Markets$25,181,195$9,995,555 ▼-28.4%363,3650.4%FinanceCHEFChefs' Warehouse$25,043,788$7,585,523 ▼-23.2%421,2580.4%Consumer StaplesNAMSNewAmsterdam Pharma$24,071,136$2,250,687 ▼-8.6%751,9880.4%MedicalMIRMirion Technologies$24,058,527$6,077,145 ▲33.8%1,294,1650.4%Business ServicesUECUranium Energy$24,053,072$1,584,752 ▲7.1%1,781,7090.4%Basic MaterialsROADConstruction Partners$23,997,364$5,490,884 ▼-18.6%215,9590.4%ConstructionPIPER SANDLER COMPANIES$23,955,327$23,955,327 ▲New Holding312,9370.4%COM NEWOLLIOllie's Bargain Outlet$23,620,225$956,756 ▲4.2%256,6300.4%Consumer StaplesFNDFloor & Decor$23,185,323$448,107 ▼-1.9%456,4040.4%Retail/WholesaleEEExcelerate Energy$22,456,302$9,283,441 ▼-29.2%671,9420.4%EnergyKTOSKratos Defense & Security Solutions$22,449,820$2,246,519 ▲11.1%318,3920.4%AerospaceEMBRAER S.A.$21,858,008$369,154 ▲1.7%368,3520.4%SPONSORED ADSShowing largest 100 holdings. 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