THAMES CAPITAL MANAGEMENT LLC
THAMES CAPITAL MANAGEMENT LLC reported 56 positions worth $1.22B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: STT (4.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | STT | SH | $57.2M | 4.71% | 337,558 | — | — | |
| ▸ 2 | GE | SH | $54.7M | 4.50% | 146,383 | — | — | |
| ▸ 3 | MU | SH | $52.4M | 4.31% | 45,388 | — | — | |
| ▸ 4 | GEV | SH | $50.9M | 4.19% | 43,318 | — | — | |
| ▸ 5 | VRT | SH | $40.9M | 3.37% | 122,240 | — | — | |
| ▸ 6 | HUT | SH | $40.6M | 3.34% | 351,973 | — | — | |
| ▸ 7 | AMD | SH | $38.9M | 3.20% | 66,972 | — | — | |
| ▸ 8 | TSM | SH | $36.8M | 3.02% | 77,008 | — | — | |
| ▸ 9 | NBIS | SH | $36.7M | 3.02% | 132,768 | — | — | |
| ▸ 10 | MKSI | SH | $35.3M | 2.90% | 79,395 | — | — |
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Frequently Asked Questions
What stocks does THAMES CAPITAL MANAGEMENT LLC hold as of Q2 2026?
THAMES CAPITAL MANAGEMENT LLC reported 56 positions worth $1.22B in its Q2 2026 13F filing. Largest positions: STT (4.7%), GE (4.5%), MU (4.3%), GEV (4.2%) and VRT (3.4%).
What did THAMES CAPITAL MANAGEMENT LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did THAMES CAPITAL MANAGEMENT LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.