TimesSquare Capital Management, LLC

CIK

1313816

City

NEW YORK

State / Country

Stock

MPWR — Monolithic Power Systems Inc

Top Portfolio Positions

148 positions · $5,831,374,018 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$151,800,714	138,840	-1.0%	Shares	Sole	2026-05-07
2025-12-31	$127,143,274	140,279	-0.5%	Shares	Sole	2026-02-06
2025-09-30	$129,820,367	141,011	-4.7%	Shares	Sole	2025-11-07
2025-06-30	$108,176,221	147,907	+1.8%	Shares	Sole	2025-08-08
2025-03-31	$84,272,253	145,302	+6.3%	Shares	Sole	2025-05-02
2024-12-31	$80,851,071	136,642	+22.5%	Shares	Sole	2025-02-03
2024-09-30	$103,150,163	111,574	-0.8%	Shares	Sole	2024-11-04
2024-06-30	$92,421,744	112,479	+11.5%	Shares	Sole	2024-08-08
2024-03-31	$68,354,387	100,904	-6.2%	Shares	Sole	2024-05-07
2023-12-31	$67,823,988	107,524	-7.9%	Shares	Sole	2024-02-07
2023-09-30	$53,942,658	116,759	-5.9%	Shares	Sole	2023-11-17
2023-06-30	$66,999,324	124,020	-0.9%	Shares	Sole	2023-08-09
2023-03-31	$62,652,591	125,170	-9.6%	Shares	Sole	2023-05-10
2022-12-31	$48,950,232	138,430	+4.2%	Shares	Sole	2023-02-10
2022-09-30	$48,259,520	132,800	-18.9%	Shares	Sole	2022-11-09
2022-06-30	$62,905,752	163,800	-7.0%	Shares	Sole	2022-08-05
2022-03-31	$85,503,964	176,050	+5.5%	Shares	Sole	2022-05-06
2021-12-31	$82,324,443	166,875	-17.1%	Shares	Sole	2022-02-04
2021-09-30	$97,614,552	201,400	-22.2%	Shares	Sole	2021-11-08
2021-06-30	$96,658,196	258,825	+14.9%	Shares	Sole	2021-08-09
2021-03-31	$79,578,213	225,300	+4.3%	Shares	Sole	2021-05-12
2020-12-31	$79,087,368	215,950	-14.7%	Shares	Sole	2021-02-12
2020-09-30	$70,811,232	253,250	-3.9%	Shares	Sole	2020-11-06
2020-06-30	$62,485,050	263,650	-19.5%	Shares	Sole	2020-08-07
2020-03-31	$54,834,777	327,450	—	Shares	Sole	2020-05-08
No 13F history on record for this holder in this stock.