StockDriftsStockDriftsTop 50 TimesSquare Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EME | EMCOR GROUP INC | 2.65% | 211.9K | $156.4M | -15.47%(-38.78K) | $206.43(+275.27%) | 2026-03-31 | |
| MPWR | MONOLITHIC PWR SYS INC | 2.58% | 138.8K | $151.8M | -1.03%(-1.44K) | $358.34(+259.48%) | 2026-03-31 | |
| COR | CENCORA INC | 2.25% | 422.1K | $132.6M | -0.23%(-956) | $122.91(+141.25%) | 2026-03-31 | |
| LSCC | LATTICE SEMICONDUCTOR CORP | 2.16% | 1.37M | $127.1M | -7.08%(-104.38K) | $56.66(+140.94%) | 2026-03-31 | |
| CRS | CARPENTER TECHNOLOGY CORP | 1.96% | 293.3K | $115.6M | -1.41%(-4.18K) | $254.61(+134.57%) | 2026-03-31 | |
| CW | CURTISS WRIGHT CORP | 1.9% | 164.5K | $112.0M | -0.11%(-184) | $339.14(+124.16%) | 2026-03-31 | |
| LNG | CHENIERE ENERGY INC | 1.85% | 384.9K | $109.2M | -17.01%(-78.86K) | $118.31(+107.91%) | 2026-03-31 | |
| FIX | COMFORT SYS USA INC | 1.73% | 74.0K | $102.0M | +44.41%(+22.75K) | $949.87(+83.32%) | 2026-03-31 | |
| KRMN | KARMAN HLDGS INC | 1.72% | 1.27M | $101.3M | -21.02%(-336.72K) | $55.85(+0.93%) | 2026-03-31 | |
| FROG | JFROG LTD | 1.67% | 2.10M | $98.4M | -15.93%(-397.61K) | $35.31(+168.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.12% | +44.77% |
| Top 20 Holdings Unweighted | +13.19% | +45.00% |
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