TimesSquare Capital Management, LLC
Annual return '25
+7.7%
SPY '25
+17.7%
Alpha
-10.0ptsvs SPY
Invested
$5.9B
Holdings
152
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IRON
DISC MEDICINE INC
Held since at least Q1 2024
4.2%
02
$EME
EMCOR GROUP INC
Held since at least Q1 2024
2.7%
03
$MPWR
MONOLITHIC PWR SYS INC
Q1 2026: New position (4.4k shares)
2.6%
04
$COR
CENCORA INC
Q1 2026: New position (1.1k shares)
2.2%
05
$LSCC
LATTICE SEMICONDUCTOR CORP
Held since at least Q1 2024
2.2%
06
$CRS
CARPENTER TECHNOLOGY CORP
Q1 2026: New position (5.1k shares)
2.0%
07
$CW
CURTISS WRIGHT CORP
Held since at least Q1 2024
1.9%
08
$LNG
CHENIERE ENERGY INC
Held since at least Q1 2024
1.9%
09
$FIX
COMFORT SYS USA INC
Q1 2026: New position (6.1k shares)
1.7%
10
$KRMN
KARMAN HLDGS INC
Held since at least Q1 2024
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:12 UTC.