THAMES CAPITAL MANAGEMENT LLC

Position in AIP — Arteris, Inc.

CIK 1714267 Roseland, NJ

Position in AIP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$14,284,148

+$9,451,232 QoQ

Shares Held

293,973

0.0% QoQ

Ownership

0.598%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#25

of 210 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

THAMES CAPITAL MANAGEMENT LLC holds $280,694,657 across 12 Semiconductors names. AIP ranks #9 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc	45,388	$52,390,914
2	AMD	Advanced Micro Devices Inc	66,972	$38,904,704
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	77,008	$36,776,710
4	INTC	Intel Corp	223,725	$31,238,721
5	ALAB	Astera Labs, Inc.	57,733	$27,886,193
6	NVDA	Nvidia Corp	116,169	$23,244,255
7	AVGO	Broadcom Inc.	60,391	$22,812,700
8	SIMO	Silicon Motion Technology CORP	52,823	$17,607,490

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,284,148	293,973	0.0%	Shares	Sole	2026-08-12
2026-03-31	$4,832,916	293,973	0.0%	Shares	Sole	2026-05-12
2025-12-31	$4,556,581	293,973	0.0%	Shares	Sole	2026-02-10
2025-09-30	$2,969,127	293,973	0.0%	Shares	Sole	2025-10-28
2025-06-30	$2,801,562	293,973	0.0%	Shares	Sole	2025-08-11
2025-03-31	$2,031,353	293,973	0.0%	Shares	Sole	2025-05-13
2024-12-31	$2,995,584	293,973	0.0%	Shares	Sole	2025-02-13
2024-09-30	$2,269,471	293,973	0.0%	Shares	Sole	2024-11-14
2024-06-30	$2,207,737	293,973	0.0%	Shares	Sole	2024-08-13
2024-03-31	$2,151,882	293,973	0.0%	Shares	Sole	2024-05-14
2023-12-31	$1,731,500	293,973	0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,913,764	293,973	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.