13F-HR filed by TimesSquare Capital Management, LLC
TimesSquare Capital Management, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-07, with 158 holding rows worth $6,799,028,998 by the sum of the rows.
- Accession
- 0001193125-26-339056
- Filer
- CIK 1313816
- Filed
- 2026-08-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A combination report, 158 entries on the cover page, a total value of $6,799,028 stated on the cover page (in dollars after the unit check, H1), rows summing to $6,799,028,998 with VALUE read as dollars as filed, 13F file number 028-11092. The quarter's positions are built on this report. The resolved quarter.
The cover page states a total of $6,799,028, about 1/1,000 of the sum of the rows, $6,799,028,998. The filer likely wrote its cover total in thousands and its rows in dollars. This page uses the sum of the rows.
Other managers
- reports for this filerGuidestone Capital Management, LLC 028-10998
- reports for this filerPGIM Investments LLC
- included managerGuideStone Capital Management, LLC 028-10998
- included managerPGIM Investments LLC 028-19510
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 291,622 | $179,884,114 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 1,135,152 | $173,632,850 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 189,107 | $156,936,117 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 110,824 | $153,198,665 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 73,834 | $146,335,296 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 1,598,052 | $145,230,966 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 527,197 | $134,171,637 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 288,450 | $128,302,560 | dollars as filed | |
| CURTISS WRIGHT CORP COM | 231561101 | Stock | 164,528 | $124,672,737 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 1,424,489 | $123,987,523 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 418,087 | $118,310,259 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 206,573 | $115,806,890 | dollars as filed | |
| REGAL REXNORD CORPORATION | 758750103 | COM | 465,372 | $110,846,957 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 308,584 | $105,233,316 | dollars as filed | |
| MACOM TECH SOLUTIONS HLDGS INC COM | 55405Y100 | Stock | 261,585 | $99,499,086 | dollars as filed | |
| PERFORMANCE FOOD GROUP CO COM | 71377A103 | Stock | 842,975 | $94,236,175 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 344,620 | $92,406,407 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 416,195 | $88,587,106 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 937,723 | $86,354,911 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 163,457 | $86,050,303 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 175,869 | $84,948,244 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 349,281 | $83,481,652 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 217,113 | $82,166,415 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 728,096 | $77,629,596 | dollars as filed | |
| ARGENX SE SPONSORED ADR | 04016X101 | ADR | 83,114 | $77,110,676 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 306,883 | $76,714,612 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 226,854 | $75,955,256 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 515,735 | $75,328,254 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 405,703 | $72,000,111 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 369,757 | $68,231,259 | dollars as filed | |
| KARMAN HLDGS INC COMMON STOCK | 485924104 | Stock | 1,328,871 | $66,337,240 | dollars as filed | |
| LOAR HOLDINGS INC COM SHS | 53947R105 | Stock | 798,575 | $64,373,131 | dollars as filed | |
| STEVANATO GROUP S P A ORD SHS | T9224W109 | Stock | 3,474,641 | $62,786,763 | dollars as filed | |
| CBRE GROUP INC CL A | 12504L109 | Stock | 464,323 | $62,539,665 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 364,868 | $62,056,749 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 341,089 | $61,235,708 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 446,964 | $60,983,768 | dollars as filed | |
| BJS WHSL CLUB HLDGS INC COM | 05550J101 | Stock | 689,375 | $60,127,288 | dollars as filed | |
| CASEYS GEN STORES INC | 147528103 | COM | 75,574 | $60,065,459 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 332,683 | $58,658,667 | dollars as filed | |
| SERVICETITAN INC SHS CL A | 81764X103 | Stock | 827,286 | $58,497,393 | dollars as filed | |
| ESAB CORPORATION | 29605J106 | COM | 574,650 | $56,677,730 | dollars as filed | |
| EVERCORE INC CLASS A | 29977A105 | Stock | 165,959 | $56,665,041 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 1,248,040 | $54,801,436 | dollars as filed | |
| AMETEK INC COM | 031100100 | Stock | 212,095 | $51,314,264 | dollars as filed | |
| WEATHERFORD INTL PLC ORD SHS | G48833118 | Stock | 608,832 | $49,619,808 | dollars as filed | |
| JAMES HARDIE INDS PLC ORD SHS | G4253H101 | Stock | 1,874,809 | $49,082,500 | dollars as filed | |
| CASELLA WASTE SYS INC | 147448104 | CL A | 503,732 | $48,846,892 | dollars as filed | |
| IONIS PHARMACEUTICALS INC COM | 462222100 | Stock | 614,070 | $48,689,610 | dollars as filed | |
| TPG INC COM CL A | 872657101 | Stock | 1,193,534 | $48,397,804 | dollars as filed | |
| SITIME CORP COM | 82982T106 | Stock | 64,642 | $48,194,490 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 170,673 | $46,414,522 | dollars as filed | |
| PURSUIT ATTRACTIONS AND HOSP | 92552R406 | COM | 816,511 | $45,700,121 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 153,078 | $45,600,405 | dollars as filed | |
| 2023 ETF SERIES TRUST | 900934837 | TIMESSQUARE QLTY | 2,105,100 | $44,737,796 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 242,557 | $44,414,612 | dollars as filed | |
| VALVOLINE INC COM | 92047W101 | Stock | 1,101,192 | $43,541,132 | dollars as filed | |
| MIRUM PHARMACEUTICALS INC | 604749101 | COM | 367,281 | $42,997,587 | dollars as filed | |
| GFL ENVIRONMENTAL INC SUB VTG SHS | 36168Q104 | Stock | 1,162,318 | $42,761,679 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 73,311 | $42,278,454 | dollars as filed | |
| SAMSARA INC COM CL A | 79589L106 | Stock | 1,280,808 | $41,536,603 | dollars as filed | |
| KRYSTAL BIOTECH INC COM | 501147102 | Stock | 111,545 | $41,457,930 | dollars as filed | |
| RBC BEARINGS INC COM | 75524B104 | Stock | 63,516 | $40,908,115 | dollars as filed | |
| GUARDIAN PHARMACY SVCS INC | 40145W101 | CL A | 951,637 | $39,845,041 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 390,956 | $39,822,778 | dollars as filed | |
| JBT MAREL CORPORATION | 477839104 | COM | 274,627 | $39,820,915 | dollars as filed | |
| ENCOMPASS HEALTH CORP COM | 29261A100 | Stock | 378,127 | $38,221,077 | dollars as filed | |
| CHEFS WHSE INC | 163086101 | COM | 391,460 | $37,619,306 | dollars as filed | |
| VICTORY CAP HLDGS INC DEL COM CL A | 92645B103 | Stock | 443,189 | $37,254,467 | dollars as filed | |
| ITT INC COM | 45073V108 | Stock | 186,349 | $36,852,378 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 363,819 | $36,483,769 | dollars as filed | |
| EXCELERATE ENERGY INC CL A COM | 30069T101 | Stock | 950,222 | $36,098,934 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 267,705 | $35,535,162 | dollars as filed | |
| TRIMBLE INC COM | 896239100 | Stock | 692,787 | $35,456,839 | dollars as filed | |
| NETSKOPE INC CL A | 64119N608 | COMMON STOCK | 3,059,593 | $33,471,947 | dollars as filed | |
| APPLIED INDL TECHNOLOGIES INC COM | 03820C105 | Stock | 98,550 | $33,324,683 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 110,330 | $32,267,112 | dollars as filed | |
| AXOGEN INC | 05463X106 | COM | 689,833 | $31,863,386 | dollars as filed | |
| ADDUS HOMECARE CORP | 006739106 | COM | 313,549 | $31,502,268 | dollars as filed | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 546,734 | $31,174,773 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 908,984 | $28,732,984 | dollars as filed | |
| BENTLEY SYS INC COM CL B | 08265T208 | Stock | 925,879 | $27,674,523 | dollars as filed | |
| CONSTRUCTION PARTNERS INC | 21044C107 | COM CL A | 230,484 | $27,374,585 | dollars as filed | |
| INNIO NV | N52A8C105 | ORDINARY SHARES | 691,360 | $27,343,288 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 451,593 | $27,258,153 | dollars as filed | |
| AKAMAI TECHNOLOGIES INC COM | 00971T101 | Stock | 230,524 | $27,250,242 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 455,341 | $27,029,042 | dollars as filed | |
| NEWAMSTERDAM PHARMA CO NV | N62509109 | COMMON STOCK | 796,162 | $26,981,930 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 158,009 | $26,338,520 | dollars as filed | |
| MYR GROUP INC | 55405W104 | COM | 52,507 | $26,274,503 | dollars as filed | |
| WARBY PARKER INC | 93403J106 | CL A COM | 833,002 | $25,273,281 | dollars as filed | |
| MIRION TECHNOLOGIES INC | 60471A101 | COM CL A | 1,400,642 | $25,113,511 | dollars as filed | |
| VERICEL CORP | 92346J108 | COM | 549,846 | $24,462,649 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 20,054 | $23,960,118 | dollars as filed | |
| EMBRAER S.A. | 29082A107 | SPONSORED ADS | 375,178 | $23,936,356 | dollars as filed | |
| LEGENCE CORP | 52476L109 | CL A | 276,601 | $23,574,703 | dollars as filed | |
| TARSUS PHARMACEUTICALS INC | 87650L103 | COMMON STOCK | 369,377 | $23,248,588 | dollars as filed | |
| HEXCEL CORP NEW | 428291108 | COM | 230,947 | $23,108,557 | dollars as filed | |
| NICE LTD SPONSORED ADR | 653656108 | ADR | 247,071 | $22,446,400 | dollars as filed | |
| BROWN & BROWN INC COM | 115236101 | Stock | 347,624 | $22,300,080 | dollars as filed | |
| SOLV Energy Inc | 78475V103 | Class A Common Stock | 654,248 | $22,277,144 | dollars as filed | |
| GLAUKOS CORP COM | 377322102 | Stock | 145,202 | $20,293,432 | dollars as filed | |
| CUSHMAN AND WAKEFIELD LTD COMMON SHARES | G2717C106 | Stock | 1,483,723 | $19,867,051 | dollars as filed | |
| PIPER SANDLER COMPANIES | 724078209 | COM NEW | 264,791 | $19,154,981 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 33,518 | $18,839,797 | dollars as filed | |
| HAMILTON LANE INC | 407497106 | CL A | 236,216 | $18,620,907 | dollars as filed | |
| OLLIES BARGAIN OUTLET HLDGS | 681116109 | COM | 240,128 | $18,461,041 | dollars as filed | |
| KYMERA THERAPEUTICS INC | 501575104 | COM | 157,327 | $18,040,687 | dollars as filed | |
| URANIUM ENERGY CORP COM | 916896103 | Stock | 1,685,961 | $17,972,344 | dollars as filed | |
| AXSOME THERAPEUTICS INC. COM | 05464T104 | Stock | 71,510 | $17,503,503 | dollars as filed | |
| COGENT BIOSCIENCES INC | 19240Q201 | COM | 447,745 | $17,327,732 | dollars as filed | |
| UNIFIRST CORP MASS | 904708104 | COM | 64,906 | $17,165,041 | dollars as filed | |
| MATADOR RES CO COM | 576485205 | Stock | 342,759 | $17,062,543 | dollars as filed | |
| WYNDHAM HOTELS & RESORTS INC | 98311A105 | COM | 197,862 | $16,661,959 | dollars as filed | |
| IRHYTHM HOLDINGS INC COM | 450056106 | Stock | 137,311 | $16,333,143 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 61,033 | $16,297,032 | dollars as filed | |
| DIANTHUS THERAPEUTICS INC | 252828108 | COM | 166,357 | $16,216,480 | dollars as filed | |
| SOLARIS ENERGY INFRAS INC COM CL A | 83418M103 | Stock | 198,051 | $15,935,183 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 91,542 | $15,874,298 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 52,025 | $15,747,968 | dollars as filed | |
| NOVA LTD COM | M7516K103 | Stock | 28,870 | $15,674,678 | dollars as filed | |
| PJT PARTNERS INC | 69343T107 | COM CL A | 103,838 | $15,673,308 | dollars as filed | |
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 364,557 | $15,643,141 | dollars as filed | |
| WORKIVA INC COM CL A | 98139A105 | Stock | 319,434 | $15,495,743 | dollars as filed | |
| TIDEWATER INC NEW COM | 88642R109 | Stock | 232,097 | $15,464,623 | dollars as filed | |
| CERIBELL INC | 15678C102 | COMMON STOCK | 780,552 | $15,181,736 | dollars as filed | |
| PAYMENTUS HOLDINGS INC | 70439P108 | COM CL A | 620,222 | $14,984,564 | dollars as filed | |
| CG ONCOLOGY INC | 156944100 | COMMON STOCK | 210,884 | $14,983,308 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 19,602 | $14,959,070 | dollars as filed | |
| Q2 HLDGS INC COM | 74736L109 | Stock | 310,150 | $14,918,215 | dollars as filed | |
| STEPSTONE GROUP INC | 85914M107 | COM CL A | 349,666 | $14,462,186 | dollars as filed | |
| NEPTUNE INS HLDGS INC | 64073B103 | CL A | 429,225 | $13,520,588 | dollars as filed | |
| ABIVAX SA- | 00370M103 | SPONSORED ADS | 101,092 | $13,471,520 | dollars as filed | |
| ENLIVEN THERAPEUTICS INC COM | 29337E102 | Stock | 261,344 | $13,263,208 | dollars as filed | |
| ARXIS INC | 04339D105 | CL A COM | 280,121 | $12,924,783 | dollars as filed | |
| MAREX GROUP PLC | G5S37H101 | COMMON STOCK | 211,722 | $12,904,456 | dollars as filed | |
| RUSH ENTERPRISES INC CL A | 781846209 | Stock | 175,673 | $12,821,494 | dollars as filed | |
| INTAPP INC | 45827U109 | COM | 501,786 | $12,650,025 | dollars as filed | |
| MADISON AIR SOLUTIONS COCLASS A | 55658T105 | COMMON STOCK | 305,681 | $11,921,559 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 323,202 | $11,224,805 | dollars as filed | |
| CACTUS INC | 127203107 | CL A | 213,494 | $10,937,298 | dollars as filed | |
| HAWKEYE 360 INC COM SHS | 420201105 | Stock | 514,010 | $10,393,282 | dollars as filed | |
| FIRSTCASH HOLDINGS INC | 33768G107 | COM | 45,028 | $9,740,457 | dollars as filed | |
| FORMFACTOR INC COM | 346375108 | Stock | 58,321 | $9,327,278 | dollars as filed | |
| AMPRIUS TECHNOLOGIES INC COMMON STOCK | 03214Q108 | Stock | 641,990 | $8,897,981 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 142,987 | $7,129,332 | dollars as filed | |
| MINERALYS THERAPEUTICS INC | 603170101 | COM | 235,858 | $6,363,449 | dollars as filed | |
| SHOULDER INNOVATIONS INC | 82537J108 | COMMON STOCK | 298,219 | $6,047,881 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 33,693 | $5,453,212 | dollars as filed | |
| VIAVI SOLUTIONS INC | 925550105 | COM | 102,561 | $4,897,288 | dollars as filed | |
| SUJA LIFE INC | 86508F102 | COM SHS CL A | 386,515 | $3,926,992 | dollars as filed | |
| EQUIPMENTSHARE.COM INC A | 29445S100 | COMMON STOCK | 171,191 | $3,365,615 | dollars as filed | |
| ARCOS DORADOS HLDGS INC | G0457F107 | SHS CLASS -A - | 370,892 | $2,989,390 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 6,796 | $2,030,305 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 33,619 | $1,865,855 | dollars as filed | |
| WEBSTER FINL CORP | 947890109 | COM | 15,485 | $1,183,364 | dollars as filed | |
| RENAISSANCERE HLDGS LTD COM | G7496G103 | Stock | 2,594 | $822,039 | dollars as filed | |
| WESCO INTL INC COM | 95082P105 | Stock | 45 | $15,544 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001193125-26-339056 | this filing | 2026-08-07 | acceptance time not in the bulk data set |