§ 13F · FUND PROFILE
THAMES CAPITAL MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $701M (13F)Positions · 58Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$108M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GEV | GE VERNOVA INC | 50K | $44M | 7.9% | −7% |
| 2 | VRT | VERTIV HOLDINGS CO | 165K | $41M | 7.4% | −8% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 77K | $26M | 4.7% | ±0% |
| 4 | NVDA | NVIDIA CORPORATION | 116K | $20M | 3.6% | −31% |
| 5 | HUT | HUT 8 CORP | 425K | $20M | 3.6% | −19% |
| 6 | AGX | ARGAN INC | 36K | $20M | 3.6% | −30% |
| 7 | APH | AMPHENOL CORP | 146K | $18M | 3.3% | −5% |
| 8 | FN | FABRINET | 35K | $18M | 3.2% | NEW |
| 9 | GE | GE AEROSPACE | 62K | $18M | 3.2% | ±0% |
| 10 | MA | MASTERCARD INCORPORATED | 35K | $17M | 3.1% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE THAMES SIGNAL
AC read
THAMES CAPITAL MANAGEMENT LLC is a Other fund managing $701 million in assets. The fund runs a portfolio of 58 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed