§ 13F · FUND PROFILE
TimesSquare Capital Management, LLC.
AUM · $6.8B (13F)Positions · 158Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$372M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CRS | CARPENTER TECHNOLOGY CORP | 292K | $180M | 2.6% | −1% |
| 2 | LSCC | LATTICE SEMICONDUCTOR CORP | 1.14M | $174M | 2.6% | −17% |
| 3 | EME | EMCOR GROUP INC | 189K | $157M | 2.3% | −11% |
| 4 | MPWR | MONOLITHIC PWR SYS INC | 111K | $153M | 2.3% | −20% |
| 5 | FIX | COMFORT SYS USA INC | 74K | $146M | 2.2% | ±0% |
| 6 | FROG | JFROG LTD | 1.60M | $145M | 2.1% | −24% |
| 7 | SNOW | SNOWFLAKE INC | 527K | $134M | 2.0% | +156% |
| 8 | MKSI | MKS INC. | 288K | $128M | 1.9% | ±0% |
| 9 | CW | CURTISS WRIGHT CORP | 165K | $125M | 1.8% | ±0% |
| 10 | IBKR | INTERACTIVE BROKERS GROUP IN | 1.42M | $124M | 1.8% | −2% |
§ 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 $6.8 billion in assets. The fund runs a portfolio of 158 positions.
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