StockDriftsStockDriftsTop 50 TimesSquare Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CRS | CARPENTER TECHNOLOGY CORP | 2.65% | 291.6K | $179.9M | -0.56%(-1.66K) | $254.61(+113.89%) | 2026-06-30 | |
| LSCC | LATTICE SEMICONDUCTOR CORP | 2.55% | 1.14M | $173.6M | -17.18%(-235.42K) | $56.66(+130.23%) | 2026-06-30 | |
| EME | EMCOR GROUP INC | 2.31% | 189.1K | $156.9M | -10.74%(-22.75K) | $206.43(+317.37%) | 2026-06-30 | |
| MPWR | MONOLITHIC PWR SYS INC | 2.25% | 110.8K | $153.2M | -20.18%(-28.02K) | $358.34(+299.15%) | 2026-06-30 | |
| FIX | COMFORT SYS USA INC | 2.15% | 73.8K | $146.3M | -0.18%(-134) | $949.87(+96.03%) | 2026-06-30 | |
| FROG | JFROG LTD | 2.14% | 1.60M | $145.2M | -23.81%(-499.54K) | $35.31(+168.06%) | 2026-06-30 | |
| SNOW | SNOWFLAKE INC | 1.97% | 527.2K | $134.2M | +155.80%(+321.10K) | $211.73(+56.26%) | 2026-06-30 | |
| MKSI | MKS INC. | 1.89% | 288.4K | $128.3M | +0.10%(+285) | $194.94(+55.35%) | 2026-06-30 | |
| CW | CURTISS WRIGHT CORP | 1.83% | 164.5K | $124.7M | +0.02%(+35) | $339.22(+106.15%) | 2026-06-30 | |
| IBKR | INTERACTIVE BROKERS GROUP IN | 1.82% | 1.42M | $124.0M | -1.82%(-26.35K) | $24.42(+285.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.20% | +69.38% | +11.26% | +70.50% |
| Top 20 Holdings Unweighted | +19.73% | +71.64% | +11.34% | +71.07% |
TimesSquare Capital Management, LLC reports $6.80M in US-listed equity holdings across 158 positions in its most recent 13F filing. Its largest disclosed positions are CRS (2.6%), LSCC (2.5%) and EME (2.3%). The top 20 holdings account for 36.23% of reported assets. Its disclosed equity book has returned +69.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from TimesSquare Capital Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1313816). View TimesSquare Capital Management, LLC’s 13F filings on SEC