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 |
|---|---|---|---|---|
| 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
Holdings in QS
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,358,596 | 369,686 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,852,128 | 369,686 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,460,217 | 686,706 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,792,018 | 415,479 | Shares | Sole | 2025-08-11 | |
| 2021-12-31 | $641,069 | 28,890 | Shares | Sole | 2022-02-14 | |
| No quarters match your search. | ||||||