THAMES CAPITAL MANAGEMENT LLC: 13F holdings
CIK 17142672026Q2
| Positions | 56 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 56 (+13 vs prior quarter) |
|---|
| Reported value | $1.2bn (+118.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| STT STATE STR CORP | 337,558 | $57.2m | 4.7% |
| GE GE AEROSPACE | 146,383 | $54.7m | 4.5% |
| MU MICRON TECHNOLOGY INC | 45,388 | $52.4m | 4.3% |
| GEV GE VERNOVA INC | 43,318 | $50.9m | 4.2% |
| VRT VERTIV HOLDINGS CO | 122,240 | $40.9m | 3.4% |
| HUT HUT 8 CORP | 351,973 | $40.6m | 3.3% |
| AMD ADVANCED MICRO DEVICES INC | 66,972 | $38.9m | 3.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 77,008 | $36.8m | 3.0% |
| NBIS NEBIUS GROUP N.V. | 132,768 | $36.7m | 3.0% |
| MKSI MKS INC. | 79,395 | $35.3m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1714267")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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