EdgeMarket › What Timessquare Capital Management, Llc reported owning
What Timessquare Capital Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.9BPositions
151Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| EME EMCOR Group, Inc. | 156.4M | 2.7% | 211.9K | 776.62 | +28.3% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 151.8M | 2.6% | 138.8K | 1,316.28 | +59.3% |
| COR Cencora, Inc. | 132.6M | 2.2% | 422.1K | 318.04 | +4.7% |
| LSCC LATTICE SEMICONDUCTOR CORP | 127.1M | 2.2% | 1.4M | 117.69 | +91.7% |
| CRS CARPENTER TECHNOLOGY CORP | 115.6M | 2.0% | 293.3K | 492.38 | +105.1% |
| CW CURTISS WRIGHT CORP | 112.0M | 1.9% | 164.5K | 634.99 | +32.2% |
| LNG Cheniere Energy, Inc. | 109.2M | 1.9% | 384.9K | 277.51 | +17.6% |
| FIX COMFORT SYSTEMS USA INC | 102.0M | 1.7% | 74.0K | 1,655.61 | +143.1% |
| KRMN Karman Holdings Inc. | 101.3M | 1.7% | 1.3M | 53.40 | +5.2% |
| FROG JFrog Ltd | 98.4M | 1.7% | 2.1M | 92.13 | +106.3% |
| IBKR Interactive Brokers Group, Inc. | 97.3M | 1.7% | 1.5M | 93.87 | +50.3% |
| INSM INSMED Inc | 95.6M | 1.6% | 584.8K | 125.77 | -2.8% |
| IDXX IDEXX LABORATORIES INC /DE | 92.0M | 1.6% | 163.8K | 556.93 | -13.0% |
| ROST ROSS STORES, INC. | 90.2M | 1.5% | 416.4K | 239.04 | +63.3% |
| RRX REGAL REXNORD CORP | 88.1M | 1.5% | 470.3K | 166.15 | +14.7% |
| AXON AXON ENTERPRISE, INC. | 87.4M | 1.5% | 205.9K | 627.75 | -17.5% |
| TRGP Targa Resources Corp. | 86.5M | 1.5% | 344.9K | 299.10 | +83.6% |
| ORLY O REILLY AUTOMOTIVE INC | 86.4M | 1.5% | 936.0K | 89.11 | -14.3% |
| PANW Palo Alto Networks Inc | 85.0M | 1.4% | 530.3K | 357.87 | +94.0% |
| MTSI MACOM Technology Solutions Holdings, Inc. | 75.8M | 1.3% | 341.2K | 266.61 | +120.1% |
| NRG NRG ENERGY, INC. | 75.2M | 1.3% | 514.9K | 113.11 | -23.7% |
| VEEV VEEVA SYSTEMS INC | 71.5M | 1.2% | 407.1K | 247.90 | -12.7% |
| PFGC Performance Food Group Co | 71.3M | 1.2% | 832.5K | 104.98 | +3.8% |
| BJ BJ's Wholesale Club Holdings, Inc. | 69.8M | 1.2% | 709.2K | 96.42 | -10.2% |
| MKSI MKS INC | 66.2M | 1.1% | 288.2K | 279.11 | +180.9% |
| ESAB ESAB Corp | 65.5M | 1.1% | 677.9K | 81.40 | -27.8% |
| TSCO TRACTOR SUPPLY CO /DE/ | 65.2M | 1.1% | 1.4M | 34.98 | -42.7% |
| VRSK Verisk Analytics, Inc. | 64.8M | 1.1% | 341.5K | 187.50 | -30.8% |
| CBRE CBRE GROUP, INC. | 62.7M | 1.1% | 462.7K | 152.10 | -5.4% |
| CTAS CINTAS CORP | 61.9M | 1.0% | 365.7K | 203.79 | -6.0% |
| ARGX ARGENX SE | 60.7M | 1.0% | 83.1K | 1,039.78 | +57.3% |
| TTWO TAKE TWO INTERACTIVE SOFTWARE INC | 60.5M | 1.0% | 306.1K | 239.62 | +4.8% |
| VRT Vertiv Holdings Co | 56.6M | 1.0% | 225.9K | 261.95 | +105.4% |
| DASH DoorDash, Inc. | 55.3M | 0.9% | 368.5K | 223.49 | -8.3% |
| ONTO ONTO INNOVATION INC. | 54.9M | 0.9% | 267.9K | 293.33 | +176.9% |
| RGEN REPLIGEN CORP | 53.7M | 0.9% | 456.1K | 181.13 | +49.0% |
| TTAN ServiceTitan, Inc. | 53.4M | 0.9% | 841.6K | 94.87 | -7.5% |
| LOAR Loar Holdings Inc. | 53.0M | 0.9% | 925.9K | 75.00 | +3.6% |
| EVR Evercore Inc. | 49.5M | 0.8% | 166.0K | 291.89 | -4.1% |
| GFL GFL Environmental Inc. | 48.5M | 0.8% | 1.2M | 41.05 | -18.7% |
| TPG TPG Inc. | 48.2M | 0.8% | 1.2M | 52.40 | -12.1% |
| STVN Stevanato Group S.p.A. | 48.0M | 0.8% | 3.5M | 22.60 | -1.3% |
| DT Dynatrace, Inc. | 46.2M | 0.8% | 1.2M | 49.30 | +1.3% |
| CWST CASELLA WASTE SYSTEMS INC | 45.6M | 0.8% | 574.2K | 92.01 | -9.0% |
| AME AMETEK INC/ | 45.4M | 0.8% | 211.6K | 239.55 | +30.7% |
| TRMB TRIMBLE INC. | 45.3M | 0.8% | 693.7K | 60.25 | -24.9% |
| WH WYNDHAM HOTELS & RESORTS, INC. | 43.9M | 0.7% | 540.2K | 74.62 | -13.7% |
| CASY CASEYS GENERAL STORES INC | 43.5M | 0.7% | 59.7K | 835.74 | +62.8% |
| FICO FAIR ISAAC CORP | 43.4M | 0.7% | 40.6K | 1,172.67 | -12.8% |
| MLM MARTIN MARIETTA MATERIALS INC | 43.1M | 0.7% | 73.3K | 534.92 | -10.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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