TimesSquare Capital Management, LLC

CIK

1313816

City

NEW YORK

State / Country

Stock

PFGC — Performance Food Group Co

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	$71,311,436	832,494	-2.5%	Shares	Sole	2026-05-07
2025-12-31	$76,788,982	853,970	+28.9%	Shares	Sole	2026-02-06
2025-09-30	$68,914,535	662,385	-4.0%	Shares	Sole	2025-11-07
2025-06-30	$60,365,233	690,125	-0.5%	Shares	Sole	2025-08-08
2025-03-31	$54,525,973	693,450	+50.7%	Shares	Sole	2025-05-02
2024-12-31	$38,901,877	460,105	+658.3%	Shares	Sole	2025-02-03
2024-09-30	$4,755,099	60,675	-14.1%	Shares	Sole	2024-11-04
2024-06-30	$4,669,018	70,625	-18.6%	Shares	Sole	2024-08-08
2024-03-31	$6,472,780	86,720	-29.6%	Shares	Sole	2024-05-07
2023-12-31	$8,512,365	123,100	-46.0%	Shares	Sole	2024-02-07
2023-09-30	$13,420,080	228,000	+13.5%	Shares	Sole	2023-11-17
2023-06-30	$12,105,228	200,950	+26.5%	Shares	Sole	2023-08-09
2023-03-31	$9,588,026	158,900	-17.6%	Shares	Sole	2023-05-10
2022-12-31	$11,263,431	192,900	-33.0%	Shares	Sole	2023-02-10
2022-09-30	$12,373,895	288,100	-17.5%	Shares	Sole	2022-11-09
2022-06-30	$16,051,618	349,100	-10.6%	Shares	Sole	2022-08-05
2022-03-31	$19,880,355	390,500	-57.4%	Shares	Sole	2022-05-06
2021-12-31	$42,076,541	916,900	-3.0%	Shares	Sole	2022-02-04
2021-09-30	$43,909,346	945,100	+10.5%	Shares	Sole	2021-11-08
2021-06-30	$41,488,044	855,600	+14.9%	Shares	Sole	2021-08-09
2021-03-31	$42,902,167	744,700	-1.2%	Shares	Sole	2021-05-12
2020-12-31	$35,897,940	754,000	-0.5%	Shares	Sole	2021-02-12
2020-09-30	$26,241,960	758,000	-4.7%	Shares	Sole	2020-11-06
2020-06-30	$23,180,870	795,500	+3.9%	Shares	Sole	2020-08-07
2020-03-31	$18,918,216	765,300	—	Shares	Sole	2020-05-08
No 13F history on record for this holder in this stock.