TimesSquare Capital Management, LLC
Top Portfolio Positions
148 positions ·
$5,831,374,018 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| EME |
EMCOR Group, Inc.
Industrials
|
211,862 | $156,419,833 | 2.68% | |
| MPWR |
Monolithic Power Systems Inc
Technology
|
138,840 | $151,800,714 | 2.60% | |
| COR |
Cencora, Inc.
Healthcare
|
422,070 | $132,589,069 | 2.27% | |
| LSCC |
Lattice Semiconductor Corp
Technology
|
1,370,573 | $127,134,351 | 2.18% | |
| CRS |
Carpenter Technology Corp
Industrials
|
293,279 | $115,595,917 | 1.98% | |
| CW |
Curtiss Wright Corp
Industrials
|
164,493 | $112,039,472 | 1.92% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
384,896 | $109,218,088 | 1.87% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
73,968 | $102,001,132 | 1.75% | |
| KRMN |
Karman Holdings Inc.
Industrials
|
1,265,289 | $101,286,384 | 1.74% | |
| FROG |
JFrog Ltd
Technology
|
2,097,587 | $98,439,757 | 1.69% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AXON
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $87,435,601 | 205,881 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $94,009,452 | 165,530 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $88,487,882 | 123,304 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $106,567,469 | 128,714 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $64,297,387 | 122,250 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $33,240,317 | 55,930 | Shares | Sole | 2025-02-03 | |
| 2024-06-30 | $10,592 | 36 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,727,723 | 5,522 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,771,618 | 14,600 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,556,570 | 43,000 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $5,519,944 | 28,290 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,710,025 | 16,500 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,646,040 | 28,000 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,500,600 | 64,800 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,363,511 | 68,300 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $9,668,646 | 70,200 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $23,047,600 | 146,800 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $31,188,564 | 178,200 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $48,620,000 | 275,000 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $37,627,364 | 264,200 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $62,635,007 | 511,181 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $63,037,951 | 695,016 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $34,615,357 | 352,750 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $28,085,074 | 396,850 | Shares | Sole | 2020-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||