account_balance
Investment manager · 13F filer · SEC CIK 1313816
TimesSquare Capital Management, LLC
Reported value$6.12Bas of Sep 30, 2026
Positions157 10 new, 11 sold out
Top 10 weight21.6%SNOW alone is 3%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SNOWSnowflake Inc
3.2%Added +8%
FROGJfrog Ltd
2.5%
EMEEmcor Group Inc
2.3%Trimmed −2%
LSCCLattice Semiconductor Corp
2.2%Trimmed −5%
CORCencora Inc
2.0%Trimmed −3%
MPWRMonolithic PWR Sys Inc
2.0%Trimmed −18%
FIXComfort Sys USA Inc
2.0%
PANWPalo Alto Networks Inc
1.9%Trimmed −7%
IBKRInteractive Brokers Group In
1.8%Trimmed −9%
CRSCarpenter Technology Corp
1.8%Trimmed −3%
TRGPTarga Res Corp
1.6%Added +5%
VEEVVeeva Sys Inc
1.5%Trimmed −21%
SNOWSnowflake Inc
3.2%Added +8%
FROG2.5%EME2.3%LSCCLattice Semiconductor Corp
2.2%Trimmed −5%
CORCencora Inc
2.0%Trimmed −3%
MPWRMonolithic PWR Sys Inc
2.0%Trimmed −18%
FIX2.0%PANW1.9%IBKR1.8%CRS1.8%TRGP1.6%VEEV1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SNOW Snowflake Inc 3.2% Added +8%FROG Jfrog Ltd 2.5% HeldEME Emcor Group Inc 2.3% Trimmed −2%LSCC Lattice Semiconductor Corp 2.2% Trimmed −5%COR Cencora Inc 2.0% Trimmed −3%MPWR Monolithic PWR Sys Inc 2.0% Trimmed −18%FIX Comfort Sys USA Inc 2.0% HeldPANW Palo Alto Networks Inc 1.9% Trimmed −7%IBKR Interactive Brokers Group In 1.8% Trimmed −9%CRS Carpenter Technology Corp 1.8% Trimmed −3%TRGP Targa Res Corp 1.6% Added +5%VEEV Veeva Sys Inc 1.5% Trimmed −21%
What changed