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 GFL
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,453,983 | 1,161,409 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $48,324,032 | 1,125,123 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $51,547,923 | 1,087,968 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $51,928,184 | 1,029,096 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $48,991,122 | 1,014,099 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $31,502,696 | 707,290 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $34,766,785 | 871,785 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $34,211,878 | 878,805 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $47,149,632 | 1,366,656 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $60,361,268 | 1,749,095 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $76,080,444 | 2,395,480 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $78,484,640 | 2,022,800 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $58,064,806 | 1,685,970 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $13,767,330 | 471,000 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $16,865,901 | 666,900 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $19,337,100 | 749,500 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $23,803,010 | 731,500 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $54,825,725 | 1,448,500 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $45,694,500 | 1,230,000 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $47,816,160 | 1,498,000 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $25,967,850 | 743,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $24,426,578 | 837,100 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $19,059,590 | 896,500 | Shares | Sole | 2020-11-06 | |
| No 13F history on record for this holder in this stock. | ||||||