13F holdings
TimesSquare Capital Management, LLC portfolio
Managed by . 151 reported positions worth $5.9B as of 2026-03-31, filed with the SEC on 2026-05-07. Parsed from the filing itself, not a reseller.
$5.9B
Book value
151
Positions
20%
Top 10 weight
+17
New this quarter
-14
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 37 days old on 2026-05-07, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (17)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $85.0M | 530,349 | 1.44% |
| MKSI | MKS INC. | $66.2M | 288,165 | 1.12% |
| VRT | VERTIV HOLDINGS CO | $56.6M | 225,895 | 0.96% |
| CCJ | CAMECO CORP | $42.4M | 390,317 | 0.72% |
| LYV | LIVE NATION ENTERTAINMENT IN | $36.9M | 241,900 | 0.63% |
| RMBS | RAMBUS INC DEL | $26.9M | 312,360 | 0.46% |
| PIPR | PIPER SANDLER COMPANIES | $24.0M | 312,937 | 0.41% |
| IONS | IONIS PHARMACEUTICALS INC | $20.7M | 275,674 | 0.35% |
| MWH | SOLV ENERGY INC | $19.6M | 654,015 | 0.33% |
| CWK | CUSHMAN AND WAKEFIELD LTD | $13.2M | 1,077,840 | 0.22% |
| PLNT | PLANET FITNESS MASTER ISSUER | $12.7M | 171,061 | 0.22% |
| EQPT | EQUIPMENTSHARE COM INC | $12.0M | 590,555 | 0.20% |
| TDW | TIDEWATER INC NEW | $9.0M | 107,282 | 0.15% |
| AKAM | AKAMAI TECHNOLOGIES INC | $3.9M | 34,148 | 0.07% |
| COGT | COGENT BIOSCIENCES INC | $3.3M | 85,000 | 0.06% |
| IWO | ISHARES TR | $1.9M | 6,000 | 0.03% |
| ELVN | ENLIVEN THERAPEUTICS INC | $1.8M | 45,000 | 0.03% |
Closed out (14)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| CYBR | CYBERARK SOFTWARE LTD | $107.7M | 241,397 | 0.00% |
| HUBS | HUBSPOT INC | $87.5M | 218,039 | 0.00% |
| PINS | PINTEREST INC | $52.4M | 2,025,180 | 0.00% |
| K4F | ONESTREAM INC | $49.0M | 2,668,307 | 0.00% |
| BRZE | BRAZE INC | $32.1M | 937,020 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $31.9M | 93,893 | 0.00% |
| PR | PERMIAN RESOURCES CORP | $31.5M | 2,241,995 | 0.00% |
| PCTY | PAYLOCITY HLDG CORP | $27.8M | 182,047 | 0.00% |
| EFX | EQUIFAX INC | $25.0M | 115,223 | 0.00% |
| BOOT | BOOT BARN HLDGS INC | $19.2M | 108,849 | 0.00% |
| IRON | DISC MEDICINE INC | $14.9M | 187,777 | 0.00% |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $14.6M | 604,300 | 0.00% |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $14.4M | 142,486 | 0.00% |
| SAIA | SAIA INC | $819,565 | 2,510 | 0.00% |
Added to (35)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| FIX | COMFORT SYS USA INC | $102.0M | 73,968 | 1.73% | +44% |
| INSM | INSMED INC | $95.6M | 584,798 | 1.62% | +19% |
| AXON | AXON ENTERPRISE INC | $87.4M | 205,881 | 1.48% | +24% |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $75.8M | 341,231 | 1.29% | +38% |
| CBRE | CBRE GROUP INC | $62.7M | 462,666 | 1.06% | +15% |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $60.5M | 306,127 | 1.03% | +57% |
| DASH | DOORDASH INC | $55.3M | 368,459 | 0.94% | +12% |
| ONTO | ONTO INNOVATION INC | $54.9M | 267,934 | 0.93% | +15% |
| RGEN | REPLIGEN CORP | $53.7M | 456,083 | 0.91% | +5% |
| LOAR | LOAR HOLDINGS INC | $53.0M | 925,887 | 0.90% | +5% |
| GFL | GFL ENVIRONMENTAL INC | $48.5M | 1,161,409 | 0.82% | +3% |
| CASY | CASEYS GEN STORES INC | $43.5M | 59,723 | 0.74% | +2% |
| FICO | FAIR ISAAC CORP | $43.4M | 40,648 | 0.74% | +26% |
| GRDN | GUARDIAN PHARMACY SVCS INC | $40.6M | 1,077,474 | 0.69% | +3% |
| TSCM | 2023 ETF SERIES TRUST | $37.0M | 2,056,700 | 0.63% | +1957% |
Trimmed (89)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AMPL | AMPLITUDE INC | $1,957 | 287 | 0.00% | -100% |
| CWAN | CLEARWATER ANALYTICS HLDGS I | $6,906 | 292 | 0.00% | -100% |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $14.1M | 752,105 | 0.24% | -64% |
| NSA* | NATIONAL STORAGE AFFILIATES | $10.0M | 265,142 | 0.17% | -62% |
| CGON | CG ONCOLOGY INC | $17.2M | 253,708 | 0.29% | -40% |
| LGN | LEGENCE CORP | $15.7M | 277,869 | 0.27% | -36% |
| GLBE | GLOBAL E ONLINE LTD | $10.6M | 344,302 | 0.18% | -34% |
| XENE | XENON PHARMACEUTICALS INC | $20.9M | 359,293 | 0.35% | -33% |
| UNF | UNIFIRST CORP MASS | $17.1M | 67,932 | 0.29% | -32% |
| WRBY | WARBY PARKER INC | $19.6M | 928,678 | 0.33% | -31% |
| FLUT | FLUTTER ENTMT PLC | $28.3M | 277,212 | 0.48% | -31% |
| CLBT | CELLEBRITE DI LTD | $6.9M | 504,182 | 0.12% | -30% |
| ESAB | ESAB CORPORATION | $65.5M | 677,888 | 1.11% | -29% |
| TPG | TPG INC | $48.2M | 1,190,621 | 0.82% | -29% |
| EE | EXCELERATE ENERGY INC | $22.5M | 671,942 | 0.38% | -29% |
The book
Largest 150 of 151 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| EME | EMCOR GROUP INC | $156.4M | 211,862 | 2.65% | — |
| MPWR | MONOLITHIC PWR SYS INC | $151.8M | 138,840 | 2.58% | — |
| COR | CENCORA INC | $132.6M | 422,070 | 2.25% | — |
| LSCC | LATTICE SEMICONDUCTOR CORP | $127.1M | 1,370,573 | 2.16% | — |
| CRS | CARPENTER TECHNOLOGY CORP | $115.6M | 293,279 | 1.96% | — |
| CW | CURTISS WRIGHT CORP | $112.0M | 164,493 | 1.90% | — |
| LNG | CHENIERE ENERGY INC | $109.2M | 384,896 | 1.85% | — |
| FIX | COMFORT SYS USA INC | $102.0M | 73,968 | 1.73% | — |
| KRMN | KARMAN HLDGS INC | $101.3M | 1,265,289 | 1.72% | — |
| FROG | JFROG LTD | $98.4M | 2,097,587 | 1.67% | — |
| IBKR | INTERACTIVE BROKERS GROUP IN | $97.3M | 1,450,839 | 1.65% | — |
| INSM | INSMED INC | $95.6M | 584,798 | 1.62% | — |
| IDXX | IDEXX LABS INC | $92.0M | 163,763 | 1.56% | — |
| ROST | ROSS STORES INC | $90.2M | 416,389 | 1.53% | — |
| RRX | REGAL REXNORD CORPORATION | $88.1M | 470,333 | 1.49% | — |
| AXON | AXON ENTERPRISE INC | $87.4M | 205,881 | 1.48% | — |
| TRGP | TARGA RES CORP | $86.5M | 344,872 | 1.47% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $86.4M | 935,987 | 1.47% | — |
| PANW | PALO ALTO NETWORKS INC | $85.0M | 530,349 | 1.44% | — |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $75.8M | 341,231 | 1.29% | — |
| NRG | NRG ENERGY INC | $75.2M | 514,851 | 1.28% | — |
| VEEV | VEEVA SYS INC | $71.5M | 407,144 | 1.21% | — |
| PFGC | PERFORMANCE FOOD GROUP CO | $71.3M | 832,494 | 1.21% | — |
| BJ | BJS WHSL CLUB HLDGS INC | $69.8M | 709,194 | 1.18% | — |
| MKSI | MKS INC. | $66.2M | 288,165 | 1.12% | — |
| ESAB | ESAB CORPORATION | $65.5M | 677,888 | 1.11% | — |
| TSCO | TRACTOR SUPPLY CO | $65.2M | 1,439,752 | 1.11% | — |
| VRSK | VERISK ANALYTICS INC | $64.8M | 341,453 | 1.10% | — |
| CBRE | CBRE GROUP INC | $62.7M | 462,666 | 1.06% | — |
| CTAS | CINTAS CORP | $61.9M | 365,690 | 1.05% | — |
| ARGX | ARGENX SE | $60.7M | 83,117 | 1.03% | — |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $60.5M | 306,127 | 1.03% | — |
| VRT | VERTIV HOLDINGS CO | $56.6M | 225,895 | 0.96% | — |
| DASH | DOORDASH INC | $55.3M | 368,459 | 0.94% | — |
| ONTO | ONTO INNOVATION INC | $54.9M | 267,934 | 0.93% | — |
| RGEN | REPLIGEN CORP | $53.7M | 456,083 | 0.91% | — |
| TTAN | SERVICETITAN INC | $53.4M | 841,639 | 0.91% | — |
| LOAR | LOAR HOLDINGS INC | $53.0M | 925,887 | 0.90% | — |
| EVR | EVERCORE INC | $49.5M | 165,966 | 0.84% | — |
| GFL | GFL ENVIRONMENTAL INC | $48.5M | 1,161,409 | 0.82% | — |
| TPG | TPG INC | $48.2M | 1,190,621 | 0.82% | — |
| STEVANATO GROUP S P A | STEVANATO GROUP S P A | $48.0M | 3,489,716 | 0.81% | — |
| DT | DYNATRACE INC | $46.2M | 1,249,943 | 0.78% | — |
| CWST | CASELLA WASTE SYS INC | $45.6M | 574,238 | 0.77% | — |
| AME | AMETEK INC | $45.4M | 211,579 | 0.77% | — |
| TRMB | TRIMBLE INC | $45.3M | 693,737 | 0.77% | — |
| WH | WYNDHAM HOTELS & RESORTS INC | $43.9M | 540,170 | 0.74% | — |
| CASY | CASEYS GEN STORES INC | $43.5M | 59,723 | 0.74% | — |
| FICO | FAIR ISAAC CORP | $43.4M | 40,648 | 0.74% | — |
| MLM | MARTIN MARIETTA MATLS INC | $43.1M | 73,299 | 0.73% | — |
| CCJ | CAMECO CORP | $42.4M | 390,317 | 0.72% | — |
| RBC | RBC BEARINGS INC | $40.7M | 74,934 | 0.69% | — |
| IOT | SAMSARA INC | $40.6M | 1,280,972 | 0.69% | — |
| GRDN | GUARDIAN PHARMACY SVCS INC | $40.6M | 1,077,474 | 0.69% | — |
| ITT | ITT INC | $39.6M | 207,724 | 0.67% | — |
| BE | BLOOM ENERGY CORP | $38.9M | 287,299 | 0.66% | — |
| TYL | TYLER TECHNOLOGIES INC | $37.7M | 110,048 | 0.64% | — |
| TSCM | 2023 ETF SERIES TRUST | $37.0M | 2,056,700 | 0.63% | — |
| LYV | LIVE NATION ENTERTAINMENT IN | $36.9M | 241,900 | 0.63% | — |
| EHC | ENCOMPASS HEALTH CORP | $36.7M | 378,984 | 0.62% | — |
| JHX | JAMES HARDIE INDS PLC | $36.4M | 1,919,741 | 0.62% | — |
| MRVL | MARVELL TECHNOLOGY INC | $35.6M | 359,444 | 0.60% | — |
| APH | AMPHENOL CORP | $35.4M | 280,269 | 0.60% | — |
| MIRM | MIRUM PHARMACEUTICALS INC | $34.8M | 376,473 | 0.59% | — |
| VCTR | VICTORY CAP HLDGS INC DEL | $34.5M | 526,611 | 0.59% | — |
| JBTM | JBT MAREL CORPORATION | $34.1M | 266,581 | 0.58% | — |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $32.8M | 349,616 | 0.56% | — |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $32.7M | 892,394 | 0.55% | — |
| BSY | BENTLEY SYS INC | $32.6M | 927,979 | 0.55% | — |
| CSGP | COSTAR GROUP INC | $32.1M | 795,580 | 0.54% | — |
| AIT | APPLIED INDL TECHNOLOGIES IN | $31.7M | 119,306 | 0.54% | — |
| VVV | VALVOLINE INC | $31.5M | 934,500 | 0.53% | — |
| SITM | SITIME CORP | $31.5M | 91,092 | 0.53% | — |
| ESTC | ELASTIC N V | $31.4M | 628,679 | 0.53% | — |
| SNOW | SNOWFLAKE INC | $31.1M | 206,100 | 0.53% | — |
| ADUS | ADDUS HOMECARE CORP | $30.5M | 325,649 | 0.52% | — |
| NICE | NICE LTD | $30.0M | 272,299 | 0.51% | — |
| KRYS | KRYSTAL BIOTECH INC | $29.0M | 112,342 | 0.49% | — |
| HLNE | HAMILTON LANE INC | $28.7M | 288,840 | 0.49% | — |
| FLUT | FLUTTER ENTMT PLC | $28.3M | 277,212 | 0.48% | — |
| NTSK | NETSKOPE INC | $28.0M | 3,294,987 | 0.47% | — |
| TARS | TARSUS PHARMACEUTICALS INC | $27.3M | 388,590 | 0.46% | — |
| RMBS | RAMBUS INC DEL | $26.9M | 312,360 | 0.46% | — |
| WK | WORKIVA INC | $26.6M | 446,365 | 0.45% | — |
| BRO | BROWN & BROWN INC | $26.2M | 401,946 | 0.44% | — |
| MTDR | MATADOR RES CO | $25.8M | 407,676 | 0.44% | — |
| WCN | WASTE CONNECTIONS INC | $25.7M | 158,038 | 0.44% | — |
| GENI | GENIUS SPORTS LIMITED | $25.6M | 5,782,631 | 0.43% | — |
| HOOD | ROBINHOOD MKTS INC | $25.2M | 363,365 | 0.43% | — |
| CHEF | CHEFS WHSE INC | $25.0M | 421,258 | 0.42% | — |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $24.1M | 751,988 | 0.41% | — |
| MIR | MIRION TECHNOLOGIES INC | $24.1M | 1,294,165 | 0.41% | — |
| UEC | URANIUM ENERGY CORP | $24.1M | 1,781,709 | 0.41% | — |
| ROAD | CONSTRUCTION PARTNERS INC | $24.0M | 215,959 | 0.41% | — |
| PIPR | PIPER SANDLER COMPANIES | $24.0M | 312,937 | 0.41% | — |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $23.6M | 256,630 | 0.40% | — |
| FND | FLOOR & DECOR HLDGS INC | $23.2M | 456,404 | 0.39% | — |
| EE | EXCELERATE ENERGY INC | $22.5M | 671,942 | 0.38% | — |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $22.4M | 318,392 | 0.38% | — |
| EMBJ | EMBRAER S.A. | $21.9M | 368,352 | 0.37% | — |
| NP | NEPTUNE INS HLDGS INC | $21.7M | 898,233 | 0.37% | — |
| XENE | XENON PHARMACEUTICALS INC | $20.9M | 359,293 | 0.35% | — |
| STRL | STERLING INFRASTRUCTURE INC | $20.8M | 51,019 | 0.35% | — |
| IONS | IONIS PHARMACEUTICALS INC | $20.7M | 275,674 | 0.35% | — |
| MYRG | MYR GROUP INC | $20.0M | 70,866 | 0.34% | — |
| MWH | SOLV ENERGY INC | $19.6M | 654,015 | 0.33% | — |
| HXL | HEXCEL CORP NEW | $19.6M | 242,545 | 0.33% | — |
| WRBY | WARBY PARKER INC | $19.6M | 928,678 | 0.33% | — |
| AXGN | AXOGEN INC | $19.1M | 575,364 | 0.32% | — |
| STEP | STEPSTONE GROUP INC | $18.6M | 390,800 | 0.32% | — |
| VCEL | VERICEL CORP | $18.6M | 578,333 | 0.32% | — |
| PJT | PJT PARTNERS INC | $17.5M | 125,534 | 0.30% | — |
| SAFT | SAFETY INS GROUP INC | $17.2M | 236,540 | 0.29% | — |
| CGON | CG ONCOLOGY INC | $17.2M | 253,708 | 0.29% | — |
| UNF | UNIFIRST CORP MASS | $17.1M | 67,932 | 0.29% | — |
| PAY | PAYMENTUS HOLDINGS INC | $16.8M | 660,032 | 0.28% | — |
| PSN | PARSONS CORP DEL | $16.3M | 301,044 | 0.28% | — |
| LGN | LEGENCE CORP | $15.7M | 277,869 | 0.27% | — |
| QTWO | Q2 HLDGS INC | $15.5M | 328,270 | 0.26% | — |
| NVMI | NOVA LTD | $14.6M | 33,530 | 0.25% | — |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $14.1M | 752,105 | 0.24% | — |
| KYMR | KYMERA THERAPEUTICS INC | $14.1M | 168,846 | 0.24% | — |
| INTA | INTAPP INC | $14.0M | 543,452 | 0.24% | — |
| CWK | CUSHMAN AND WAKEFIELD LTD | $13.2M | 1,077,840 | 0.22% | — |
| CBLL | CERIBELL INC | $13.1M | 716,468 | 0.22% | — |
| PLNT | PLANET FITNESS MASTER ISSUER | $12.7M | 171,061 | 0.22% | — |
| ABVX | ABIVAX SA | $12.2M | 109,183 | 0.21% | — |
| EQPT | EQUIPMENTSHARE COM INC | $12.0M | 590,555 | 0.20% | — |
| WHD | CACTUS INC | $10.8M | 227,520 | 0.18% | — |
| IRTC | IRHYTHM HOLDINGS INC | $10.7M | 90,652 | 0.18% | — |
| GLBE | GLOBAL E ONLINE LTD | $10.6M | 344,302 | 0.18% | — |
| WING | WINGSTOP INC | $10.5M | 67,593 | 0.18% | — |
| NSA* | NATIONAL STORAGE AFFILIATES | $10.0M | 265,142 | 0.17% | — |
| VERA | VERA THERAPEUTICS INC | $9.4M | 232,463 | 0.16% | — |
| MLYS | MINERALYS THERAPEUTICS INC | $9.2M | 338,798 | 0.16% | — |
| TDW | TIDEWATER INC NEW | $9.0M | 107,282 | 0.15% | — |
| VERX | VERTEX INC | $8.1M | 682,652 | 0.14% | — |
| CRWD | CROWDSTRIKE HLDGS INC | $7.7M | 19,685 | 0.13% | — |
| CLBT | CELLEBRITE DI LTD | $6.9M | 504,182 | 0.12% | — |
| SI | SHOULDER INNOVATIONS INC | $4.7M | 322,764 | 0.08% | — |
| ARCO | ARCOS DORADOS HLDGS INC | $4.4M | 538,652 | 0.08% | — |
| AKAM | AKAMAI TECHNOLOGIES INC | $3.9M | 34,148 | 0.07% | — |
| COGT | COGENT BIOSCIENCES INC | $3.3M | 85,000 | 0.06% | — |
| CLH | CLEAN HARBORS INC | $1.9M | 6,796 | 0.03% | — |
| IWO | ISHARES TR | $1.9M | 6,000 | 0.03% | — |
| ELVN | ENLIVEN THERAPEUTICS INC | $1.8M | 45,000 | 0.03% | — |
| WBS | WEBSTER FINL CORP | $1.1M | 15,485 | 0.02% | — |
| RNR | RENAISSANCERE HLDGS LTD | $771,015 | 2,594 | 0.01% | — |
| WCC | WESCO INTL INC | $12,313 | 45 | 0.00% | — |
| CWAN | CLEARWATER ANALYTICS HLDGS I | $6,906 | 292 | 0.00% | — |
This table is the 150 largest positions by value, out of 151 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by TimesSquare Capital Management, LLC (CIK 1313816, accession 0001193125-26-210169). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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