§ 13F · FUND PROFILE
TimesSquare Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6935.0T (13F)Positions · 145Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$260.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FROG | JFROG LTD | 2.50M | $155.8T | 2.3% | −14% |
| 2 | EME | EMCOR GROUP INC | 251K | $153.3T | 2.3% | −5% |
| 3 | COR | CENCORA INC | 423K | $142.9T | 2.2% | −5% |
| 4 | MPWR | MONOLITHIC PWR SYS INC | 140K | $127.1T | 1.9% | −1% |
| 5 | KRMN | KARMAN HLDGS INC | 1.60M | $117.2T | 1.8% | +4% |
| 6 | IDXX | IDEXX LABS INC | 167K | $113.2T | 1.7% | −13% |
| 7 | LSCC | LATTICE SEMICONDUCTOR CORP | 1.47M | $108.5T | 1.6% | +3% |
| 8 | CYBR | CYBERARK SOFTWARE LTD | 241K | $107.7T | 1.6% | −4% |
| 9 | TPG | TPG INC | 1.68M | $107.5T | 1.6% | −1% |
| 10 | ESAB | ESAB CORPORATION | 959K | $107.2T | 1.6% | +38% |
§ 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 $6934992.2 trillion in assets. The fund runs a portfolio of 145 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed