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TimesSquare Capital Management, LLC
Period ended Sep 30, 2026 · Latest filing Nov 3, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $6,116,239,763
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SNOWFLAKE INC · COM SHS · 833445109 · shares: $192,675,173
- JFROG LTD · ORD SHS · M6191J100 · shares: $152,629,655
- EMCOR GROUP INC · COM · 29084Q100 · shares: $139,256,219
- LATTICE SEMICONDUCTOR CORP · COM · 518415104 · shares: $134,758,729
- CENCORA INC · COM · 03073E105 · shares: $122,392,109
- MONOLITHIC PWR SYS INC · COM · 609839105 · shares: $122,151,090
- COMFORT SYS USA INC · COM · 199908104 · shares: $121,731,099
- PALO ALTO NETWORKS INC · COM · 697435105 · shares: $114,472,163
- INTERACTIVE BROKERS GROUP IN · COM CL A · 45841N107 · shares: $110,312,755
- CARPENTER TECHNOLOGY CORP · COM · 144285103 · shares: $109,463,717
Reported holdings
157 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| WORKIVA INC | COM CL A | 98139A105 | — | 282,464 shares | $18,803,628 |
| Q2 HLDGS INC | COM | 74736L109 | — | 327,700 shares | $18,167,688 |
| BOX INC | CL A | 10316T104 | — | 539,035 shares | $18,046,892 |
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 | — | 1,258,635 shares | $17,771,926 |
| OLLIES BARGAIN OUTLET HLDGS | COM | 681116109 | — | 207,327 shares | $17,757,558 |
| FORMFACTOR INC | COM | 346375108 | — | 117,424 shares | $17,532,577 |
| CUSHMAN AND WAKEFIELD LTD | COMMON SHARES | G2717C106 | — | 1,456,235 shares | $17,198,135 |
| OLD NATL BANCORP IND | COM | 680033107 | — | 692,759 shares | $17,069,582 |
| IRHYTHM HOLDINGS INC | COM | 450056106 | — | 147,596 shares | $16,775,761 |
| HEXCEL CORP NEW | COM | 428291108 | — | 185,676 shares | $15,581,930 |
| MATADOR RES CO | COM | 576485205 | — | 301,934 shares | $15,573,756 |
| MYR GROUP INC | COM | 55405W104 | — | 53,226 shares | $15,566,476 |
| KYMERA THERAPEUTICS INC | COM | 501575104 | — | 137,929 shares | $15,419,083 |
| XENON PHARMACEUTICALS INC | COM | 98420N105 | — | 405,921 shares | $15,096,202 |
| TIDEWATER INC NEW | COM | 88642R109 | — | 184,572 shares | $14,968,789 |
| PIPER SANDLER COMPANIES | COM NEW | 724078209 | — | 226,504 shares | $14,942,469 |
| HAMILTON LANE INC | CL A | 407497106 | — | 169,070 shares | $14,685,420 |
| PAYMENTUS HOLDINGS INC | COM CL A | 70439P108 | — | 469,167 shares | $14,375,277 |
| SOLV ENERGY INC | COM SHS CL A | 78475V103 | — | 597,833 shares | $14,359,949 |
| NEWAMSTERDAM PHARMA COMPANY | ORDINARY SHARES | N62509109 | — | 573,186 shares | $13,939,884 |
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | — | 193,573 shares | $13,906,284 |
| CG ONCOLOGY INC | COM | 156944100 | — | 192,138 shares | $13,620,663 |
| ARXIS INC | CL A COM | 04339D105 | — | 272,690 shares | $13,468,159 |
| LEGENCE CORP | CL A | 52476L109 | — | 250,588 shares | $13,451,564 |
| COGENT BIOSCIENCES INC | COM | 19240Q201 | — | 416,925 shares | $13,349,939 |
| SEMTECH CORP | COM | 816850101 | — | 74,782 shares | $13,337,370 |
| DIANTHUS THERAPEUTICS INC | COM | 252828108 | — | 150,807 shares | $13,278,556 |
| PJT PARTNERS INC | COM CL A | 69343T107 | — | 91,832 shares | $13,105,345 |
| INTAPP INC | COM | 45827U109 | — | 359,464 shares | $13,016,191 |
| SOLARIS ENERGY INFRAS INC | COM CL A | 83418M103 | — | 173,716 shares | $12,365,105 |
| MODINE MFG CO | COM | 607828100 | — | 65,663 shares | $12,292,114 |
| ANDERSEN GROUP INC | CL A | 033853102 | — | 224,123 shares | $12,192,291 |
| CACTUS INC | CL A | 127203107 | — | 191,041 shares | $11,886,571 |
| FIRSTCASH HOLDINGS INC | COM | 33768G107 | — | 56,044 shares | $11,838,174 |
| AXSOME THERAPEUTICS INC. | COM | 05464T104 | — | 63,355 shares | $11,682,028 |
| GLOBAL E ONLINE LTD | SHS | M5216V106 | — | 285,492 shares | $11,342,597 |
| ENLIVEN THERAPEUTICS INC | COM | 29337E102 | — | 234,514 shares | $10,750,122 |
| VERA THERAPEUTICS INC | CL A | 92337R101 | — | 328,464 shares | $10,606,103 |
| UNIFIRST CORP MASS | COM | 904708104 | — | 40,996 shares | $10,270,318 |
| ABIVAX SA | SPONSORED ADS | 00370M103 | — | 94,249 shares | $9,332,536 |
| AMPRIUS TECHNOLOGIES INC | COMMON STOCK | 03214Q108 | — | 942,895 shares | $9,127,224 |
| LYNTRIS INC | COM SHS | 55173P109 | — | 713,850 shares | $8,808,909 |
| HAWKEYE 360 INC | COM SHS | 420201105 | — | 540,931 shares | $8,168,058 |
| INNIO NV | ORDINARY SHARES | N52A8C105 | — | 430,376 shares | $7,802,717 |
| TREVI THERAPEUTICS INC | COM | 89532M101 | — | 532,097 shares | $7,619,629 |
| SHOULDER INNOVATIONS INC | COMMON STOCK | 82537J108 | — | 350,734 shares | $6,628,873 |
| NOVA LTD | COM | M7516K103 | — | 15,120 shares | $5,824,224 |
| NEPTUNE INS HLDGS INC | CL A | 64073B103 | — | 174,859 shares | $4,782,394 |
| CLEAN HARBORS INC | COM | 184496107 | — | 6,196 shares | $1,922,185 |
| RENAISSANCERE HLDGS LTD | COM | G7496G103 | — | 3,103 shares | $987,468 |
| EASTERN BANKSHARES INC | COM | 27627N105 | — | 43,832 shares | $917,404 |
| URANIUM ENERGY CORP | COM | 916896103 | — | 18,000 shares | $170,100 |
| WINGSTOP INC | COM | 974155103 | — | 1,000 shares | $105,370 |
| WESCO INTL INC | COM | 95082P105 | — | 42 shares | $15,103 |
| MADISON AIR SOLUTIONS CORP | COM SHS CL A | 55658T105 | — | 163 shares | $4,010 |
| MINERALYS THERAPEUTICS INC | COM | 603170101 | — | 55 shares | $1,382 |
| EQUIPMENTSHARE COM INC | COM CL A | 29445S100 | — | 50 shares | $869 |