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 MLYS
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,178,037 | 338,798 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,793,829 | 380,100 | Shares | Sole | 2026-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||