Holdings of AMG TimesSquare Mid Cap Growth Fund
AMG Funds · 74 declared positions · as of Mar 31, 2026
Original filing · Net assets 1.5B $ · Ten largest lines: 28.4 % of the equity sleeve
Country breakdown
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value (USD) | Share |
|---|---|---|---|
| US | 68 | 1.4B $ | 94.51 % |
| CA | 2 | 32.8M $ | 2.24 % |
| NL | 1 | 22M $ | 1.50 % |
| IL | 1 | 10.9M $ | 0.74 % |
| IT | 1 | 9M $ | 0.61 % |
| GG | 1 | 5.9M $ | 0.40 % |
Sector breakdown is published in no regulatory filing: neither Form N-PORT nor the LEI reference data carries an activity code. It is absent rather than estimated.
Positions
| Company | Shares | Value (USD) | Weight |
|---|---|---|---|
| EMCOR Group Inc | 75,330 | 55.6M $ | 3.70 % |
| Monolithic Power Systems Inc | 49,860 | 54.5M $ | 3.63 % |
| Cencora Inc | 151,455 | 47.6M $ | 3.17 % |
| Curtiss-Wright Corp | 59,474 | 40.5M $ | 2.70 % |
| Carpenter Technology Corp | 102,710 | 40.5M $ | 2.69 % |
| Cheniere Energy Inc | 136,690 | 38.8M $ | 2.58 % |
| Comfort Systems USA Inc | 26,946 | 37.2M $ | 2.47 % |
| Interactive Brokers Group Inc | 522,706 | 35.1M $ | 2.33 % |
| Insmed Inc | 211,687 | 34.6M $ | 2.30 % |
| IDEXX Laboratories Inc | 59,250 | 33.3M $ | 2.22 % |
| Ross Stores Inc | 153,376 | 33.2M $ | 2.21 % |
| Lattice Semiconductor Corp | 342,350 | 31.8M $ | 2.11 % |
| Axon Enterprise Inc | 74,557 | 31.7M $ | 2.11 % |
| Targa Resources Corp | 124,770 | 31.3M $ | 2.08 % |
| O'Reilly Automotive Inc | 325,000 | 30M $ | 2.00 % |
| Palo Alto Networks Inc | 184,000 | 29.5M $ | 1.96 % |
| Karman Holdings Inc | 366,615 | 29.3M $ | 1.95 % |
| NRG Energy Inc | 189,210 | 27.7M $ | 1.84 % |
| JFrog Ltd | 561,674 | 26.4M $ | 1.75 % |
| Veeva Systems Inc | 143,125 | 25.1M $ | 1.67 % |
| Performance Food Group Co | 287,015 | 24.6M $ | 1.64 % |
| MKS Inc | 106,200 | 24.4M $ | 1.62 % |
| Tractor Supply Co | 521,148 | 23.6M $ | 1.57 % |
| Verisk Analytics Inc | 120,220 | 22.8M $ | 1.52 % |
| CBRE Group Inc | 167,240 | 22.7M $ | 1.51 % |
| Argenx SE | 30,080 | 22M $ | 1.46 % |
| Take-Two Interactive Software Inc | 110,600 | 21.8M $ | 1.45 % |
| Cintas Corp | 128,786 | 21.8M $ | 1.45 % |
| 2023 ETF Series Trust | 1,205,800 | 21.7M $ | 1.44 % |
| Regal Rexnord Corp | 113,444 | 21.2M $ | 1.41 % |
| Vertiv Holdings Co | 81,842 | 20.5M $ | 1.36 % |
| DoorDash Inc | 133,270 | 20M $ | 1.33 % |
| Evercore Inc | 60,115 | 17.9M $ | 1.19 % |
| GFL Environmental Inc | 419,673 | 17.5M $ | 1.16 % |
| TPG Inc | 430,815 | 17.5M $ | 1.16 % |
| Dynatrace Inc | 452,085 | 16.7M $ | 1.11 % |
| AMETEK Inc | 77,850 | 16.7M $ | 1.11 % |
| Trimble Inc | 250,980 | 16.4M $ | 1.09 % |
| Casey's General Stores Inc | 22,168 | 16.1M $ | 1.07 % |
| Fair Isaac Corp | 14,679 | 15.7M $ | 1.04 % |
| Esab Corp | 159,666 | 15.4M $ | 1.03 % |
| Cameco Corp | 141,170 | 15.3M $ | 1.02 % |
| Martin Marietta Materials Inc | 25,730 | 15.1M $ | 1.01 % |
| Samsara Inc | 463,250 | 14.7M $ | 0.98 % |
| BJ's Wholesale Club Holdings Inc | 148,092 | 14.6M $ | 0.97 % |
| Tyler Technologies Inc | 39,850 | 13.6M $ | 0.91 % |
| Live Nation Entertainment Inc | 87,440 | 13.3M $ | 0.89 % |
| Marvell Technology Inc | 132,272 | 13.1M $ | 0.87 % |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 58,900 | 13.1M $ | 0.87 % |
| Encompass Health Corp | 133,420 | 12.9M $ | 0.86 % |
| ServiceTitan Inc | 196,046 | 12.4M $ | 0.83 % |
| Amphenol Corp | 94,670 | 12M $ | 0.80 % |
| Bentley Systems Inc | 335,358 | 11.8M $ | 0.78 % |
| CoStar Group Inc | 288,129 | 11.6M $ | 0.77 % |
| Elastic NV | 227,465 | 11.4M $ | 0.76 % |
| Snowflake Inc | 74,445 | 11.2M $ | 0.75 % |
| Wyndham Hotels & Resorts Inc | 136,266 | 11.1M $ | 0.74 % |
| Nice Ltd | 98,478 | 10.9M $ | 0.72 % |
| Loar Holdings Inc | 186,198 | 10.7M $ | 0.71 % |
| Flutter Entertainment PLC | 101,610 | 10.4M $ | 0.69 % |
| Brown & Brown Inc | 145,703 | 9.5M $ | 0.63 % |
| Waste Connections Inc | 57,175 | 9.3M $ | 0.62 % |
| Repligen Corp | 77,830 | 9.2M $ | 0.61 % |
| Robinhood Markets Inc | 131,430 | 9.1M $ | 0.61 % |
| Stevanato Group SpA | 653,137 | 9M $ | 0.60 % |
| James Hardie Industries PLC | 446,722 | 8.5M $ | 0.56 % |
| Floor & Decor Holdings Inc | 165,150 | 8.4M $ | 0.56 % |
| Ionis Pharmaceuticals Inc | 101,884 | 7.7M $ | 0.51 % |
| Netskope Inc | 745,128 | 6.3M $ | 0.42 % |
| Onto Innovation Inc | 29,348 | 6M $ | 0.40 % |
| Genius Sports Ltd | 1,339,270 | 5.9M $ | 0.39 % |
| Norwegian Cruise Line Holdings Ltd | 265,209 | 5M $ | 0.33 % |
| Crowdstrike Holdings Inc | 7,561 | 3M $ | 0.20 % |
| Akamai Technologies Inc | 12,886 | 1.5M $ | 0.10 % |