Q2 2026 13F · SEC CIK 1313816

TimesSquare Capital Management, LLC

Hedge fundFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $6.8B
Reported positions: 158
Top holdings a year, 3 yrs: +15.6%
Assets under management: $7.9B

TimesSquare Capital Management, LLC is a hedge fund that reported 158 positions worth $6.8B in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Carpenter Technology Corp (CRS, 2.6%), Lattice Semiconductor Corp (LSCC, 2.6%), Emcor Group Inc (EME, 2.3%). A portfolio copying its top holdings returned 15.6% a year over the last 3 years, against 20.4% for the S&P 500.

TimesSquare Capital Management, LLC holdings largest 50 of 158 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

TimesSquare Capital Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CRSCarpenter Technology Corp	2.6%	2.0%	291,622	-0.6%	$179.9M
LSCCLattice Semiconductor Corp	2.6%	2.2%	1,135,152	-17.2%	$173.6M
EMEEmcor Group Inc	2.3%	2.7%	189,107	-10.7%	$156.9M
MPWRMonolithic Pwr Sys Inc	2.3%	2.6%	110,824	-20.2%	$153.2M
FIXComfort Sys USA Inc	2.2%	1.7%	73,834	-0.2%	$146.3M
FROGJfrog Ltd	2.1%	1.7%	1,598,052	-23.8%	$145.2M
SNOWSnowflake Inc	2.0%	—	527,197	—	$134.2M
MKSIMks Inc.	1.9%	1.1%	288,450	+0.1%	$128.3M
CWCurtiss Wright Corp	1.8%	1.9%	164,528	+0.0%	$124.7M
IBKRInteractive Brokers Group in	1.8%	1.7%	1,424,489	-1.8%	$124.0M
CORCencora Inc	1.7%	2.2%	418,087	-0.9%	$118.3M
AXONAxon Enterprise Inc	1.7%	1.5%	206,573	+0.3%	$115.8M
RRXRegal Rexnord Corporation	1.6%	1.5%	465,372	-1.1%	$110.8M
PANWPalo Alto Networks Inc	1.5%	1.4%	308,584	-41.8%	$105.2M
MTSIMacom Tech Solutions Hldgs I	1.5%	1.3%	261,585	-23.3%	$99.5M
PFGCPerformance Food Group Co	1.4%	1.2%	842,975	+1.3%	$94.2M
TRGPTarga Res Corp	1.4%	1.5%	344,620	-0.1%	$92.4M
ROSTRoss Stores Inc	1.3%	1.5%	416,195	-0.0%	$88.6M
ORLYOreilly Automotive Inc	1.3%	1.5%	937,723	+0.2%	$86.4M
IDXXIdexx Labs Inc	1.3%	1.6%	163,457	-0.2%	$86.1M
ALABAstera Labs Inc	1.2%	—	175,869	—	$84.9M
LNGCheniere Energy Inc	1.2%	1.9%	349,281	-9.3%	$83.5M
ONTOOnto Innovation Inc	1.2%	0.9%	217,113	-19.0%	$82.2M
INSMInsmed Inc	1.1%	1.6%	728,096	+24.5%	$77.6M
ARGNFArgenx SE	1.1%	1.0%	83,114	-0.0%	$77.1M
TTWOTake-Two Interactive Softwar	1.1%	1.0%	306,883	+0.2%	$76.7M
VRTVertiv Holdings Co	1.1%	1.0%	226,854	+0.4%	$76.0M
NRGNrg Energy Inc	1.1%	1.3%	515,735	+0.2%	$75.3M
VEEVVeeva Sys Inc	1.1%	1.2%	405,703	-0.4%	$72.0M
DASHDoordash Inc	1.0%	0.9%	369,757	+0.4%	$68.2M
KRMNKarman Hldgs Inc	1.0%	1.7%	1,328,871	+5.0%	$66.3M
LOARLoar Holdings Inc	0.9%	0.9%	798,575	-13.8%	$64.4M
STVNStevanato Group S P A	0.9%	0.8%	3,474,641	-0.4%	$62.8M
CBRECbre Group Inc	0.9%	1.1%	464,323	+0.4%	$62.5M
CTASCintas Corp	0.9%	1.0%	364,868	-0.2%	$62.1M
VRSKVerisk Analytics Inc	0.9%	1.1%	341,089	-0.1%	$61.2M
RGENRepligen Corp	0.9%	0.9%	446,964	-2.0%	$61.0M
BJBjs Whsl Club Hldgs Inc Com	0.9%	1.2%	689,375	-2.8%	$60.1M
CASYCaseys Gen Stores Inc	0.9%	0.7%	75,574	+26.5%	$60.1M
APHAmphenol Corp	0.9%	—	332,683	—	$58.7M
TTANServicetitan Inc	0.9%	0.9%	827,286	-1.7%	$58.5M
ESABEsab Corporation	0.8%	1.1%	574,650	-15.2%	$56.7M
EVREvercore Inc	0.8%	0.8%	165,959	-0.0%	$56.7M
DTDynatrace Inc	0.8%	0.8%	1,248,040	-0.2%	$54.8M
AMEAmetek Inc	0.8%	0.8%	212,095	+0.2%	$51.3M
WFRDWeatherford Intl PLC F	0.7%	—	608,832	—	$49.6M
JHXJames Hardie Inds PLC	0.7%	—	1,874,809	—	$49.1M
CWSTCasella Waste Sys Inc	0.7%	0.8%	503,732	-12.3%	$48.8M
IONSIonis Pharmaceuticals Inc	0.7%	—	614,070	—	$48.7M
TPGTpg Inc	0.7%	0.8%	1,193,534	+0.2%	$48.4M

What TimesSquare Capital Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Reduced

PANW Palo Alto Networks Inc-41.8% shares
FROG Jfrog Ltd-23.8% shares
MTSI Macom Tech Solutions Hldgs I-23.3% shares
MPWR Monolithic Pwr Sys Inc-20.2% shares
ONTO Onto Innovation Inc-19.0% shares
LSCC Lattice Semiconductor Corp-17.2% shares
ESAB Esab Corporation-15.2% shares
LOAR Loar Holdings Inc-13.8% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.4% /yr; S&P 500 +20.1%
3 years: +15.6% /yr; S&P 500 +20.4%
5 years: +7.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$6.8B	158
Q1 2026	$5.9B	151
Q4 2025	$6.6B	148
Q3 2025	$7.0B	156
Q2 2025	$6.9B	145
Q1 2025	$6.2B	142
Q4 2024	$6.9B	153
Q3 2024	$6.7B	154
Q2 2024	$6.4B	158
Q1 2024	$6.9B	162
Q4 2023	$6.8B	158
Q3 2023	$6.4B	157

Questions about TimesSquare Capital Management, LLC's portfolio

What stocks does TimesSquare Capital Management, LLC own?

TimesSquare Capital Management, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 158 positions worth $6.8B. The largest are Carpenter Technology Corp (CRS) at 2.6%, Lattice Semiconductor Corp (LSCC) at 2.6%, Emcor Group Inc (EME) at 2.3%, Monolithic Pwr Sys Inc (MPWR) at 2.3% and Comfort Sys USA Inc (FIX) at 2.2%.

What did TimesSquare Capital Management, LLC buy last quarter?

In Q2 2026, TimesSquare Capital Management, LLC added Caseys Gen Stores Inc (CASY) (+26.5% shares), Insmed Inc (INSM) (+24.5% shares) and Karman Hldgs Inc (KRMN) (+5.0% shares), compared with its Q1 2026 filing.

What did TimesSquare Capital Management, LLC sell last quarter?

In Q2 2026, TimesSquare Capital Management, LLC cut from its top 50 Tractor Supply Co (TSCO), cut from its top 50 Gfl Environmental Inc (GFL), cut from its top 50 Trimble Inc (TRMB), cut from its top 50 Wyndham Hotels & Resorts Inc (WH), cut from its top 50 Fair Isaac Corp (FICO), Palo Alto Networks Inc (PANW) (-41.8% shares), Jfrog Ltd (FROG) (-23.8% shares) and Macom Tech Solutions Hldgs I (MTSI) (-23.3% shares), compared with its Q1 2026 filing.

How has TimesSquare Capital Management, LLC's portfolio performed?

A portfolio copying TimesSquare Capital Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.4% against +20.1%. Over 5 years: +7.0% a year against +11.6%.

When is TimesSquare Capital Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. TimesSquare Capital Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does TimesSquare Capital Management, LLC manage?

TimesSquare Capital Management, LLC reported $7.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $6.8B.