§ 13F · FUND PROFILE
TimesSquare Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $7.0B (13F)Positions · 156Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$436M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | EME | EMCOR GROUP INC | 212K | $156M | 2.7% | −15% |
| 2 | MPWR | MONOLITHIC PWR SYS INC | 139K | $152M | 2.6% | −1% |
| 3 | COR | CENCORA INC | 422K | $133M | 2.2% | ±0% |
| 4 | LSCC | LATTICE SEMICONDUCTOR CORP | 1.37M | $127M | 2.2% | −7% |
| 5 | CRS | CARPENTER TECHNOLOGY CORP | 293K | $116M | 2.0% | −1% |
| 6 | CW | CURTISS WRIGHT CORP | 164K | $112M | 1.9% | ±0% |
| 7 | LNG | CHENIERE ENERGY INC | 385K | $109M | 1.9% | −17% |
| 8 | FIX | COMFORT SYS USA INC | 74K | $102M | 1.7% | +44% |
| 9 | KRMN | KARMAN HLDGS INC | 1.27M | $101M | 1.7% | −21% |
| 10 | FROG | JFROG LTD | 2.10M | $98M | 1.7% | −16% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TIMESSQUARE SIGNAL
AC read
TimesSquare Capital Management, LLC is a Other fund managing $7.0 billion in assets. The fund runs a portfolio of 156 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed