TimesSquare Capital Management, LLC 13F 持仓 · 2026年Q2
TimesSquare Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 158 只证券，申报市值合计 67.99 亿美元。前几大持仓：CRS（2.65%）、LSCC（2.55%）、EME（2.31%）。本季前 25 大持仓中：新建仓 1 只、增持 7 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CRS | CARPENTER TECHNOLOGY CORP | $179.9M | 2.65% | 291,622 | 减持 |
| 2 | LSCC | LATTICE SEMICONDUCTOR CORP | $173.6M | 2.55% | 1.1M | 减持 |
| 3 | EME | EMCOR GROUP INC | $156.9M | 2.31% | 189,107 | 减持 |
| 4 | MPWR | MONOLITHIC PWR SYS INC | $153.2M | 2.25% | 110,824 | 减持 |
| 5 | FIX | COMFORT SYS USA INC | $146.3M | 2.15% | 73,834 | 减持 |
| 6 | FROG | JFROG LTD | $145.2M | 2.14% | 1.6M | 减持 |
| 7 | SNOW | SNOWFLAKE INC | $134.2M | 1.97% | 527,197 | 增持 |
| 8 | MKSI | MKS INC. | $128.3M | 1.89% | 288,450 | 增持 |
| 9 | CW | CURTISS WRIGHT CORP | $124.7M | 1.83% | 164,528 | 增持 |
| 10 | IBKR | INTERACTIVE BROKERS GROUP IN | $124.0M | 1.82% | 1.4M | 减持 |
| 11 | COR | CENCORA INC | $118.3M | 1.74% | 418,087 | 减持 |
| 12 | AXON | AXON ENTERPRISE INC | $115.8M | 1.70% | 206,573 | 增持 |
| 13 | RRX | REGAL REXNORD CORPORATION | $110.8M | 1.63% | 465,372 | 减持 |
| 14 | PANW | PALO ALTO NETWORKS INC | $105.2M | 1.55% | 308,584 | 减持 |
| 15 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $99.5M | 1.46% | 261,585 | 减持 |
| 16 | PFGC | PERFORMANCE FOOD GROUP CO | $94.2M | 1.39% | 842,975 | 增持 |
| 17 | TRGP | TARGA RES CORP | $92.4M | 1.36% | 344,620 | 减持 |
| 18 | ROST | ROSS STORES INC | $88.6M | 1.30% | 416,195 | 减持 |
| 19 | IDXX | IDEXX LABS INC | $86.1M | 1.27% | 163,457 | 减持 |
| 20 | ORLY | OREILLY AUTOMOTIVE INC | $86.4M | 1.27% | 937,723 | 增持 |
| 21 | ALAB | ASTERA LABS INC | $84.9M | 1.25% | 175,869 | 新建仓 |
| 22 | LNG | CHENIERE ENERGY INC | $83.5M | 1.23% | 349,281 | 减持 |
| 23 | ONTO | ONTO INNOVATION INC | $82.2M | 1.21% | 217,113 | 减持 |
| 24 | INSM | INSMED INC | $77.6M | 1.14% | 728,096 | 增持 |
| 25 | ARGX | ARGENX SE | $77.1M | 1.13% | 83,114 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR