Titelia

Holdings of TimesSquare Capital Management, LLC

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Net assets
-
Positions
132 in 5 countries
Top ten
22.5 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Safety Insurance Group Inc 236,54017.2M $
102CG ONCOLOGY INC 253,70817.2M $
103UniFirst Corp/MA 67,93217.1M $
104Paymentus Holdings Inc 660,03216.8M $
105Parsons Corp 301,04416.3M $
106Legence Corp 277,86915.7M $
107Q2 Holdings Inc 328,27015.5M $
108KYMERA THERAPEUTICS INC 168,84614.1M $
109Intapp Inc 543,45214M $
110Ceribell Inc 716,46813.1M $
111Planet Fitness Inc 171,06112.7M $
112ABIVAX SA 109,18312.2M $
113EquipmentShare.com Inc 590,55512M $
114Cactus Inc 227,52010.8M $
115IRhythm Holdings Inc 90,65210.7M $
116WINGSTOP INC 67,59310.5M $
117National Storage Affiliates Trust 265,14210M $
118VERA THERAPEUTICS INC 232,4639.4M $
119Mineralys Therapeutics Inc 338,7989.2M $
120Tidewater Inc 107,2829M $
121Vertex Inc 682,6528.1M $
122Crowdstrike Holdings Inc 19,6857.7M $
123SHOULDER INNOVATIONS INC 322,7644.7M $
124Akamai Technologies Inc 34,1483.9M $
125COGENT BIOSCIENCES INC 85,0003.3M $
126CLEAN HARBORS INC 6,7961.9M $
127iShares Russell 2000 Growth ETF 6,0001.9M $
128Enliven Therapeutics Inc 45,0001.8M $
129Webster Financial Corp 15,4851.1M $
130WESCO International Inc 4512.3K $
131Clearwater Analytics Holdings Inc 2926.9K $
132Amplitude Inc 2872K $

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Sector breakdown

  • Industrials 13.9 %
  • Technology 12.2 %
  • Health care 7.5 %
  • Consumer discretionary 6.3 %
  • Energy 3.6 %
  • Materials 3.0 %
  • Consumer staples 2.6 %
  • Financials 2.3 %
  • Communication 1.8 %
  • Utilities 1.4 %
  • Real estate 1.2 %
  • Unattributed 44.1 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 97.7 %
  • Netherlands 1.1 %
  • Israel 0.6 %
  • Brazil 0.4 %
  • France 0.2 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States1285.2B $97.68 %
2Netherlands160.7M $1.13 %
3Israel130M $0.56 %
4Brazil121.9M $0.41 %
5France112.2M $0.23 %
Cite this page

Titelia. "Holdings of TimesSquare Capital Management, LLC". https://titelia.com/en/funds/US13F1313816