TimesSquare Capital Management, LLC
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% |
Portfolio Trend
Holdings in QTWO
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,527,171 | 328,270 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $26,555,601 | 368,010 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $27,878,764 | 385,119 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $34,008,172 | 363,374 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $28,326,340 | 354,035 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $37,814,205 | 375,700 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $27,482,759 | 344,525 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $25,072,243 | 415,585 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $25,754,662 | 490,005 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $19,823,219 | 456,651 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $13,691,515 | 424,280 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $8,719,980 | 282,200 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $7,485,957 | 304,060 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $13,370,512 | 497,600 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $21,722,120 | 674,600 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $20,753,745 | 538,080 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $39,477,577 | 640,350 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $62,366,358 | 785,075 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $82,297,769 | 1,026,925 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $114,667,514 | 1,117,835 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $104,656,395 | 1,044,475 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $133,024,152 | 1,051,325 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $103,536,751 | 1,134,525 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $111,593,058 | 1,300,770 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $79,293,542 | 1,342,593 | Shares | Sole | 2020-05-08 | |
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