§ 13F · FUND PROFILE
THAMES CAPITAL MANAGEMENT LLC.
AUM · $1.2B (13F)Positions · 56Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$489M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | STT | STATE STR CORP | 338K | $57M | 4.7% | +148% |
| 2 | GE | GE AEROSPACE | 146K | $55M | 4.5% | +136% |
| 3 | MU | MICRON TECHNOLOGY INC | 45K | $52M | 4.3% | −10% |
| 4 | GEV | GE VERNOVA INC | 43K | $51M | 4.2% | −14% |
| 5 | VRT | VERTIV HOLDINGS CO | 122K | $41M | 3.4% | −26% |
| 6 | HUT | HUT 8 CORP | 352K | $41M | 3.3% | −17% |
| 7 | AMD | ADVANCED MICRO DEVICES INC | 67K | $39M | 3.2% | NEW |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 77K | $37M | 3.0% | ±0% |
| 9 | NBIS | NEBIUS GROUP N.V. | 133K | $37M | 3.0% | NEW |
| 10 | MKSI | MKS INC. | 79K | $35M | 2.9% | +17% |
§ 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 $1.2 billion in assets. The fund runs a portfolio of 56 positions.
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