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THAMES CAPITAL MANAGEMENT LLC 13F portfolio summary

THAMES CAPITAL MANAGEMENT LLC of THAMES CAPITAL MANAGEMENT LLC has 43 current stock holdings with a reported portfolio value of $557.9M. The portfolio 1 year return is +48.88%. Top holdings include GEV (7.88%), VRT (7.42%), TSM (4.65%), NVDA (3.63%), HUT (3.58%).

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THAMES CAPITAL MANAGEMENT LLC

THAMES CAPITAL MANAGEMENT LLC
Latest filing: 2026-03-31

THAMES CAPITAL MANAGEMENT LLC runs THAMES CAPITAL MANAGEMENT LLC and currently holds 43 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $557.89M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. THAMES CAPITAL MANAGEMENT LLC ranks #91 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, THAMES CAPITAL MANAGEMENT LLC's portfolio at THAMES CAPITAL MANAGEMENT LLC has delivered returns of +48.88%. Their 3-year annualized return is +134.39%. Looking at the 5-year horizon, THAMES CAPITAL MANAGEMENT LLC has achieved +193.57% annualized returns at THAMES CAPITAL MANAGEMENT LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+48.88%
#183/1000
3 Year
+134.39%
#131/1000
5 Year
+193.57%
#66/1000

Portfolio Value

$557.89M

Alpha Score

128.2

#91 of 1000

Holdings

43

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change