Titelia

Holdings of TimesSquare Capital Management, LLC

132 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 22.5 % of the equity sleeve

Sector breakdown

  • Industrials 14.3 %
  • Technology 12.2 %
  • Health care 8.4 %
  • Consumer discretionary 6.3 %
  • Energy 3.6 %
  • Materials 3.0 %
  • Financials 2.3 %
  • Communication 1.8 %
  • Utilities 1.4 %
  • Consumer staples 1.3 %
  • Real estate 1.2 %
  • Unattributed 44.1 %

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

  • US 98.1 %
  • NL 1.1 %
  • IL 0.6 %
  • FR 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1295.3B $98.08 %
2NL160.7M $1.13 %
3IL130M $0.56 %
4FR112.2M $0.23 %

Positions

RankCompanySharesValueWeight
1EMCOR Group Inc 211,862156.4M $
2Monolithic Power Systems Inc 138,840151.8M $
3Cencora Inc 422,070132.6M $
4Lattice Semiconductor Corp 1,370,573127.1M $
5Carpenter Technology Corp 293,279115.6M $
6Curtiss-Wright Corp 164,493112M $
7Cheniere Energy Inc 384,896109.2M $
8Comfort Systems USA Inc 73,968102M $
9Karman Holdings Inc 1,265,289101.3M $
10Interactive Brokers Group Inc 1,450,83997.3M $
11Insmed Inc 584,79895.6M $
12IDEXX Laboratories Inc 163,76392M $
13Ross Stores Inc 416,38990.2M $
14Regal Rexnord Corp 470,33388.1M $
15Axon Enterprise Inc 205,88187.4M $
16Targa Resources Corp 344,87286.5M $
17O'Reilly Automotive Inc 935,98786.4M $
18Palo Alto Networks Inc 530,34985M $
19MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 341,23175.8M $
20NRG Energy Inc 514,85175.2M $
21Veeva Systems Inc 407,14471.5M $
22Performance Food Group Co 832,49471.3M $
23BJ's Wholesale Club Holdings Inc 709,19469.8M $
24MKS Inc 288,16566.2M $
25Esab Corp 677,88865.5M $
26Tractor Supply Co 1,439,75265.2M $
27Verisk Analytics Inc 341,45364.8M $
28CBRE Group Inc 462,66662.7M $
29Cintas Corp 365,69061.9M $
30Argenx SE 83,11760.7M $
31Take-Two Interactive Software Inc 306,12760.5M $
32Vertiv Holdings Co 225,89556.6M $
33DoorDash Inc 368,45955.3M $
34Onto Innovation Inc 267,93454.9M $
35Repligen Corp 456,08353.7M $
36ServiceTitan Inc 841,63953.4M $
37Loar Holdings Inc 925,88753M $
38Evercore Inc 165,96649.5M $
39TPG Inc 1,190,62148.2M $
40Dynatrace Inc 1,249,94346.2M $
41Casella Waste Systems Inc 574,23845.6M $
42AMETEK Inc 211,57945.4M $
43Trimble Inc 693,73745.3M $
44Wyndham Hotels & Resorts Inc 540,17043.9M $
45Casey's General Stores Inc 59,72343.5M $
46Fair Isaac Corp 40,64843.4M $
47Martin Marietta Materials Inc 73,29943.1M $
48RBC Bearings Inc 74,93440.7M $
49Samsara Inc 1,280,97240.6M $
50Guardian Pharmacy Services Inc 1,077,47440.6M $
51ITT Inc 207,72439.6M $
52Bloom Energy Corp 287,29938.9M $
53Tyler Technologies Inc 110,04837.7M $
542023 ETF Series Trust 2,056,70037M $
55Live Nation Entertainment Inc 241,90036.9M $
56Encompass Health Corp 378,98436.7M $
57Marvell Technology Inc 359,44435.6M $
58Amphenol Corp 280,26935.4M $
59Mirum Pharmaceuticals Inc 376,47334.8M $
60Victory Capital Holdings Inc 526,61134.5M $
61JBT Marel Corp 266,58134.1M $
62Pursuit Attractions and Hospitality Inc 892,39432.7M $
63Bentley Systems Inc 927,97932.6M $
64CoStar Group Inc 795,58032.1M $
65Applied Industrial Technologies Inc 119,30631.7M $
66Valvoline Inc 934,50031.5M $
67SiTime Corp 91,09231.5M $
68Snowflake Inc 206,10031.1M $
69Addus HomeCare Corp 325,64930.5M $
70Nice Ltd 272,29930M $
71Krystal Biotech Inc 112,34229M $
72Hamilton Lane Inc 288,84028.7M $
73Netskope Inc 3,294,98728M $
74Tarsus Pharmaceuticals Inc 388,59027.3M $
75Rambus Inc 312,36026.9M $
76Workiva Inc 446,36526.6M $
77Brown & Brown Inc 401,94626.2M $
78Matador Resources Co 407,67625.8M $
79Robinhood Markets Inc 363,36525.2M $
80Chefs' Warehouse Inc/The 421,25825M $
81Mirion Technologies Inc 1,294,16524.1M $
82Uranium Energy Corp 1,781,70924.1M $
83Construction Partners Inc 215,95924M $
84Piper Sandler Cos 312,93724M $
85Ollie's Bargain Outlet Holdings Inc 256,63023.6M $
86Floor & Decor Holdings Inc 456,40423.2M $
87Excelerate Energy Inc 671,94222.5M $
88Kratos Defense & Security Solutions, Inc. 318,39222.4M $
89Embraer SA 368,35221.9M $
90Neptune Insurance Holdings Inc 898,23321.7M $
91Sterling Infrastructure Inc 51,01920.8M $
92Ionis Pharmaceuticals Inc 275,67420.7M $
93MYR Group Inc 70,86620M $
94Solv Energy Inc 654,01519.6M $
95Hexcel Corp 242,54519.6M $
96Warby Parker Inc 928,67819.6M $
97Axogen Inc 575,36419.1M $
98StepStone Group Inc 390,80018.6M $
99Vericel Corp 578,33318.6M $
100PJT Partners Inc 125,53417.5M $