Timessquare Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$5.9M
Q ending 2026-03-31
Prior quarter
$6.64B
Q ending 2025-12-31
Change
-99.9% QoQ · -5.1% YoY
Positions
151
reported holdings
Largest positions
Top 100 of 151 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Emcor Group Inc | EME | Shares | $156.4M | 212K |
| Monolithic Pwr Sys Inc | MPWR | Shares | $151.8M | 139K |
| Cencora Inc | COR | Shares | $132.6M | 422K |
| Lattice Semiconductor Corp | LSCC | Shares | $127.1M | 1.4M |
| Carpenter Technology Corp | CRS | Shares | $115.6M | 293K |
| Curtiss Wright Corp | CW | Shares | $112.0M | 164K |
| Cheniere Energy Inc | LNG | Shares | $109.2M | 385K |
| Comfort Sys Usa Inc | FIX | Shares | $102.0M | 74K |
| Karman Hldgs Inc | KRMN | Shares | $101.3M | 1.3M |
| Jfrog Ltd | Shares | $98.4M | 2.1M | |
| Interactive Brokers Group In | IBKR | Shares | $97.3M | 1.5M |
| Insmed Inc | INSM | Shares | $95.6M | 585K |
| Idexx Labs Inc | IDXX | Shares | $92.0M | 164K |
| Ross Stores Inc | ROST | Shares | $90.2M | 416K |
| Regal Rexnord Corporation | RRX | Shares | $88.1M | 470K |
| Axon Enterprise Inc | AXON | Shares | $87.4M | 206K |
| Targa Res Corp | TRGP | Shares | $86.5M | 345K |
| Oreilly Automotive Inc | ORLY | Shares | $86.4M | 936K |
| Palo Alto Networks Inc | PANW | Shares | $85.0M | 530K |
| Macom Tech Solutions Hldgs I | MTSI | Shares | $75.8M | 341K |
| Nrg Energy Inc | NRG | Shares | $75.2M | 515K |
| Veeva Sys Inc | VEEV | Shares | $71.5M | 407K |
| Performance Food Group Co | PFGC | Shares | $71.3M | 832K |
| Bjs Whsl Club Hldgs Inc | BJ | Shares | $69.8M | 709K |
| Mks Inc. | MKSI | Shares | $66.2M | 288K |
| Esab Corporation | ESAB | Shares | $65.5M | 678K |
| Tractor Supply Co | TSCO | Shares | $65.2M | 1.4M |
| Verisk Analytics Inc | VRSK | Shares | $64.8M | 341K |
| Cbre Group Inc | CBRE | Shares | $62.7M | 463K |
| Cintas Corp | CTAS | Shares | $61.9M | 366K |
| Argenx Se | ARGX | Shares | $60.7M | 83K |
| Take-Two Interactive Softwar | TTWO | Shares | $60.5M | 306K |
| Vertiv Holdings Co | VRT | Shares | $56.6M | 226K |
| Doordash Inc | DASH | Shares | $55.3M | 368K |
| Onto Innovation Inc | ONTO | Shares | $54.9M | 268K |
| Repligen Corp | RGEN | Shares | $53.7M | 456K |
| Servicetitan Inc | TTAN | Shares | $53.4M | 842K |
| Loar Holdings Inc | LOAR | Shares | $53.0M | 926K |
| Evercore Inc | EVR | Shares | $49.5M | 166K |
| Gfl Environmental Inc | GFL | Shares | $48.5M | 1.2M |
| Tpg Inc | TPG | Shares | $48.2M | 1.2M |
| Stevanato Group S P A | Shares | $48.0M | 3.5M | |
| Dynatrace Inc | DT | Shares | $46.2M | 1.2M |
| Casella Waste Sys Inc | CWST | Shares | $45.6M | 574K |
| Ametek Inc | AME | Shares | $45.4M | 212K |
| Trimble Inc | TRMB | Shares | $45.3M | 694K |
| Wyndham Hotels & Resorts Inc | WH | Shares | $43.9M | 540K |
| Caseys Gen Stores Inc | CASY | Shares | $43.5M | 60K |
| Fair Isaac Corp | FICO | Shares | $43.4M | 41K |
| Martin Marietta Matls Inc | MLM | Shares | $43.1M | 73K |
| Cameco Corp | CCJ | Shares | $42.4M | 390K |
| Rbc Bearings Inc | RBC | Shares | $40.7M | 75K |
| Samsara Inc | IOT | Shares | $40.6M | 1.3M |
| Guardian Pharmacy Svcs Inc | GRDN | Shares | $40.6M | 1.1M |
| Itt Inc | ITT | Shares | $39.6M | 208K |
| Bloom Energy Corp | BE | Shares | $38.9M | 287K |
| Tyler Technologies Inc | TYL | Shares | $37.7M | 110K |
| 2023 Etf Series Trust | TSCM | Shares | $37.0M | 2.1M |
| Live Nation Entertainment In | LYV | Shares | $36.9M | 242K |
| Encompass Health Corp | EHC | Shares | $36.7M | 379K |
| James Hardie Inds Plc | Shares | $36.4M | 1.9M | |
| Marvell Technology Inc | MRVL | Shares | $35.6M | 359K |
| Amphenol Corp | APH | Shares | $35.4M | 280K |
| Mirum Pharmaceuticals Inc | MIRM | Shares | $34.8M | 376K |
| Victory Cap Hldgs Inc Del | VCTR | Shares | $34.5M | 527K |
| Jbt Marel Corporation | JBTM | Shares | $34.1M | 267K |
| Credo Technology Group Holdi | Shares | $32.8M | 350K | |
| Pursuit Attractions And Hosp | PRSU | Shares | $32.7M | 892K |
| Bentley Sys Inc | BSY | Shares | $32.6M | 928K |
| Costar Group Inc | CSGP | Shares | $32.1M | 796K |
| Applied Indl Technologies In | AIT | Shares | $31.7M | 119K |
| Valvoline Inc | VVV | Shares | $31.5M | 935K |
| Sitime Corp | SITM | Shares | $31.5M | 91K |
| Elastic N V | Shares | $31.4M | 629K | |
| Snowflake Inc | SNOW | Shares | $31.1M | 206K |
| Addus Homecare Corp | ADUS | Shares | $30.5M | 326K |
| Nice Ltd | NICE | Shares | $30.0M | 272K |
| Krystal Biotech Inc | KRYS | Shares | $29.0M | 112K |
| Hamilton Lane Inc | HLNE | Shares | $28.7M | 289K |
| Flutter Entmt Plc | Shares | $28.3M | 277K | |
| Netskope Inc | NTSK | Shares | $28.0M | 3.3M |
| Tarsus Pharmaceuticals Inc | TARS | Shares | $27.3M | 389K |
| Rambus Inc Del | RMBS | Shares | $26.9M | 312K |
| Workiva Inc | WK | Shares | $26.6M | 446K |
| Brown & Brown Inc | BRO | Shares | $26.2M | 402K |
| Matador Res Co | MTDR | Shares | $25.8M | 408K |
| Waste Connections Inc | WCN | Shares | $25.7M | 158K |
| Genius Sports Limited | Shares | $25.6M | 5.8M | |
| Robinhood Mkts Inc | HOOD | Shares | $25.2M | 363K |
| Chefs Whse Inc | CHEF | Shares | $25.0M | 421K |
| Newamsterdam Pharma Company | Shares | $24.1M | 752K | |
| Mirion Technologies Inc | MIR | Shares | $24.1M | 1.3M |
| Uranium Energy Corp | UEC | Shares | $24.1M | 1.8M |
| Construction Partners Inc | ROAD | Shares | $24.0M | 216K |
| Piper Sandler Companies | PIPR | Shares | $24.0M | 313K |
| Ollies Bargain Outlet Hldgs | OLLI | Shares | $23.6M | 257K |
| Floor & Decor Hldgs Inc | FND | Shares | $23.2M | 456K |
| Excelerate Energy Inc | EE | Shares | $22.5M | 672K |
| Kratos Defense & Sec Solutio | KTOS | Shares | $22.4M | 318K |
| Embraer S.A. | EMBJ | Shares | $21.9M | 368K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.