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Sonu Chawla — Institutional Investor Profile | Buyside Digest

Sonu Chawla

Institutional Investor • TimesSquare Capital Management U.S. Small Cap Growth Strategy

Value

$8.2B

Stocks

50 Stocks

Turnover

0.0%

CIK

0001313816EDGAR ↗

Website ↗

Top Holdings

CRS(2.05%) LTTC(1.98%) EME(1.79%) MPWR(1.75%) FIX(1.67%)

About Investor

The U.S. Mid Cap Growth Strategy is managed by three experienced portfolio managers who bring complementary expertise spanning 25+ years of industry experience. Sonu Chawla, CFA serves as Partner and Portfolio Manager with 25 years of industry experience and 7 years at TSCM, specializing in fundamental research with emphasis on management quality and long-term compounding, covering Software, Technology Services, and Internet Communications sectors. Grant R. Babyak holds positions of Chief Executive Officer, Partner, and Portfolio Manager, bringing 37 years of industry experience and 25 years with TimesSquare, providing institutional memory and strategic oversight. Edward F. Salib serves as Partner and Portfolio Manager/Analyst focusing on consumer discretionary and staples sectors. The team is supported by 8 experienced research analysts in a collaborative research environment emphasizing thorough fundamental analysis. TimesSquare Capital Management LLC was founded in 2000 and operates as a significantly employee-owned organization and independent affiliate of Affiliated Managers Group since 2004. The firm employs 43 individuals including 19 equity partners and 21 investment professionals who average 23 years industry experience and 13 years at TSCM. The employee ownership structure aligns interests with client success and promotes retention of key professionals through equity participation.

Investor Philosophy

Investment philosophy details pending verification.

Sonu Chawla Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
CRS	None	Carpenter Technology	Industrials	$179.9M	2.0%	No Change
LTTC	None	Lattice Semiconductor Corp	General	$173.6M	2.0%	No Change
EME	None	EMCOR Group	Industrials	$156.9M	1.8%	No Change
MPWR	None	Monolithic Power Systems, Inc.	Information Technology	$153.2M	1.8%	No Change
FIX	None	Comfort Systems USA, Inc.	Industrials	$146.3M	1.7%	No Change
FROG	None	JFrog Ltd.	Information Technology	$145.2M	1.7%	No Change
SNOW	None	Snowflake Inc.	Information Technology	$134.2M	1.5%	No Change
MKSI	None	MKS Instruments, Inc.	Information Technology	$128.3M	1.5%	No Change
CW	None	Curtiss-Wright	Industrials	$124.7M	1.4%	No Change
IBKR	None	Interactive Brokers Group, Inc.	Financials	$124.0M	1.4%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
AAXNAxon Enterprise Inc	$115.8M	-99.9%	1.3%	Decreased
AXONAxon Enterprises	$115.8M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

Industrials13.8%

Information Technology11.9%

Health Care6.9%

General4.5%

Consumer Discretionary3.5%

Sector	Stocks	Value	Exposure
Industrials	13	$1205.5M	13.8%
Information Technology	10	$1046.2M	11.9%
Health Care	8	$603.6M	6.9%
General	4	$397.6M	4.5%
Consumer Discretionary	4	$303.2M	3.5%
Financials	3	$229.1M	2.6%
Energy	2	$175.9M	2.0%
Consumer Staples	2	$154.4M	1.8%
Communication Services	1	$76.7M	0.9%
Utilities	1	$75.3M	0.9%
Real Estate	1	$62.5M	0.7%
Materials	1	$49.1M	0.6%