Titelia

Holdings of AMG TimesSquare Small Cap Growth Fund

AMG Funds · Original filing · Compare with another fund · Report an error

Net assets
93.5M $ including 90.1M $ in equities, 96.3 %
Positions
80 in 7 countries
Top ten
21.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Casella Waste Systems Inc 28,2342.2M $2.39 %
2RBC Bearings Inc 3,8362.1M $2.23 %
3ITT Inc 10,6932M $2.18 %
4Lattice Semiconductor Corp 21,4372M $2.13 %
5Bloom Energy Corp 14,6672M $2.12 %
6MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 8,8212M $2.09 %
7Guardian Pharmacy Services Inc 51,9002M $2.09 %
8Onto Innovation Inc 9,3441.9M $2.05 %
9Mirum Pharmaceuticals Inc 19,0061.8M $1.88 %
10Victory Capital Holdings Inc 26,7481.8M $1.87 %
11Credo Technology Group Holding Ltd 17,9501.7M $1.80 %
12JBT Marel Corp 13,0511.7M $1.78 %
13Pursuit Attractions and Hospitality Inc 43,5921.6M $1.71 %
14SiTime Corp 4,6161.6M $1.70 %
15Applied Industrial Technologies Inc 6,0001.6M $1.70 %
16Addus HomeCare Corp 16,4111.5M $1.64 %
17Valvoline Inc 45,4151.5M $1.64 %
18BJ's Wholesale Club Holdings Inc 15,2621.5M $1.61 %
19Krystal Biotech Inc 5,7061.5M $1.58 %
20Hamilton Lane Inc 14,6901.5M $1.56 %
21Regal Rexnord Corp 7,7231.4M $1.55 %
22Repligen Corp 12,1851.4M $1.53 %
23Tarsus Pharmaceuticals Inc 19,8421.4M $1.49 %
24Rambus Inc 15,8021.4M $1.45 %
25Workiva Inc 22,4601.3M $1.43 %
26Matador Resources Co 20,7291.3M $1.40 %
27Newamsterdam Pharma Co NV 39,6741.3M $1.36 %
28Chefs' Warehouse Inc/The 21,2581.3M $1.35 %
29Ollie's Bargain Outlet Holdings Inc 13,4881.2M $1.33 %
30JFrog Ltd 26,1001.2M $1.31 %
31Uranium Energy Corp 90,3841.2M $1.30 %
32Construction Partners Inc 10,9491.2M $1.30 %
33Mirion Technologies Inc 63,8081.2M $1.27 %
34Stevanato Group SpA 85,5501.2M $1.26 %
35Esab Corp 12,0061.2M $1.24 %
36Xenon Pharmaceuticals Inc 19,9401.2M $1.24 %
37Piper Sandler Cos 15,1401.2M $1.24 %
38Loar Holdings Inc 20,0061.1M $1.23 %
39Excelerate Energy Inc 34,0841.1M $1.22 %
40Kratos Defense & Security Solutions, Inc. 16,1071.1M $1.21 %
41Embraer SA 18,5891.1M $1.18 %
42CG oncology Inc 16,1441.1M $1.17 %
43Neptune Insurance Holdings Inc 45,1001.1M $1.17 %
44Sterling Infrastructure Inc 2,5641M $1.12 %
45StepStone Group Inc 20,800992.6K $1.06 %
46Solv Energy Inc 32,990990.7K $1.06 %
47Vericel Corp 30,617984.9K $1.05 %
48MYR Group Inc 3,446972.9K $1.04 %
49ServiceTitan Inc 15,170962.7K $1.03 %
50Axogen Inc 29,009961.1K $1.03 %
51Karman Holdings Inc 11,995960.2K $1.03 %
52Warby Parker Inc 45,421957K $1.02 %
53Hexcel Corp 11,283913.1K $0.98 %
54PJT Partners Inc 6,400894.2K $0.96 %
55Paymentus Holdings Inc 34,650880.1K $0.94 %
56UniFirst Corp/MA 3,487877.3K $0.94 %
57Q2 Holdings Inc 17,560830.6K $0.89 %
58Parsons Corp 15,275827.4K $0.88 %
59Legence Corp 14,205802K $0.86 %
60Kymera Therapeutics Inc 9,159762.9K $0.82 %
61Intapp Inc 29,542758.9K $0.81 %
62James Hardie Industries PLC 37,438709.1K $0.76 %
63Ceribell Inc 38,587707.3K $0.76 %
64Wyndham Hotels & Resorts Inc 8,430684.8K $0.73 %
65Cushman & Wakefield Ltd 54,800671.8K $0.72 %
66Abivax SA 5,754640.7K $0.69 %
67Planet Fitness Inc 8,600639.7K $0.68 %
68EquipmentShare.com Inc 30,507621.4K $0.66 %
69Cactus Inc 12,011569K $0.61 %
70IRhythm Holdings Inc 4,780564.1K $0.60 %
71Genius Sports Ltd 127,080563K $0.60 %
72Netskope Inc 63,540539.5K $0.58 %
73Global-e Online Ltd 17,400536.8K $0.57 %
74Wingstop Inc 3,416529.4K $0.57 %
75Vera Therapeutics Inc 12,206491K $0.53 %
76Mineralys Therapeutics Inc 18,011487.9K $0.52 %
77Tidewater Inc 5,500459.5K $0.49 %
78Vertex Inc 37,140441.6K $0.47 %
79Shoulder Innovations Inc 16,641241.8K $0.26 %
80Camping World Holdings Inc 4,62631.6K $0.03 %

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Sector breakdown

  • Industrials 5.6 %
  • Technology 2.2 %
  • Consumer staples 1.7 %
  • Unattributed 90.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 94.1 %
  • Netherlands 1.4 %
  • Italy 1.3 %
  • Canada 1.3 %
  • France 0.7 %
  • Guernsey 0.6 %
  • Israel 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States7484.7M $94.07 %
2Netherlands11.3M $1.41 %
3Italy11.2M $1.31 %
4Canada11.2M $1.29 %
5France1640.7K $0.71 %
6Guernsey1563K $0.62 %
7Israel1536.8K $0.60 %
Cite this page

Titelia. "Holdings of AMG TimesSquare Small Cap Growth Fund". https://titelia.com/en/funds/S000009877