TimesSquare Capital Management, LLC
Top Portfolio Positions
148 positions ·
$5,825,610,103 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| EME |
EMCOR Group, Inc.
Industrials
|
211,862 | $156,419,833 | 2.69% | |
| MPWR |
Monolithic Power Systems Inc
Technology
|
138,840 | $151,800,714 | 2.61% | |
| COR |
Cencora, Inc.
Healthcare
|
422,070 | $132,589,069 | 2.28% | |
| 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 BJ
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,798,873 | 709,194 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $77,957,067 | 865,901 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $101,116,476 | 1,084,359 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $126,279,713 | 1,171,100 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $110,545,785 | 968,850 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $113,584,847 | 1,271,235 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $121,408,745 | 1,471,978 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $113,051,134 | 1,287,012 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $104,214,456 | 1,377,587 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $110,000,132 | 1,650,167 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $106,862,086 | 1,497,297 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $98,784,116 | 1,567,753 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $92,052,535 | 1,210,103 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $91,707,022 | 1,386,140 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $64,506,019 | 885,950 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $67,239,540 | 1,078,940 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $63,391,136 | 937,600 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $73,533,060 | 1,098,000 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $66,742,079 | 1,215,260 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $62,540,341 | 1,314,425 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $56,196,346 | 1,252,705 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $58,975,282 | 1,581,955 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $80,696,332 | 1,942,150 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $87,743,829 | 2,354,275 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $73,012,302 | 2,866,600 | Shares | Sole | 2020-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||