THAMES CAPITAL MANAGEMENT LLC
Top Portfolio Positions
42 positions ·
$546,972,884 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GEV |
GE Vernova Inc.
Industrials
|
50,384 | $43,980,193 | 8.04% | |
| VRT |
Vertiv Holdings Co
Industrials
|
165,191 | $41,393,560 | 7.57% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
76,789 | $25,950,842 | 4.74% | |
| NVDA |
Nvidia Corp
Technology
|
116,169 | $20,259,873 | 3.70% | |
| HUT |
Hut 8 Corp.
Financial Services
|
425,337 | $19,952,558 | 3.65% | |
| AGX |
Argan Inc
Industrials
|
36,458 | $19,856,849 | 3.63% | |
| APH |
Amphenol Corp /De/
Technology
|
145,675 | $18,406,036 | 3.37% | |
| FN |
Fabrinet
Technology
|
34,597 | $18,043,027 | 3.30% | |
| GE |
General Electric Co
Industrials
|
62,061 | $17,611,049 | 3.22% | |
| MA |
Mastercard Inc
Financial Services
|
34,663 | $17,319,714 | 3.17% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BKD
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,365,472 | 757,710 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,732,241 | 531,255 | Shares | Sole | 2026-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||