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THAMES CAPITAL MANAGEMENT LLC
THAMES CAPITAL MANAGEMENT LLC
Latest filing: 2026-06-30
THAMES CAPITAL MANAGEMENT LLC runs THAMES CAPITAL MANAGEMENT LLC and currently holds 56 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.22B. Their top holdings are STT, GE, MU, GEV, VRT. The top five represent 21.1% of reported portfolio weight. THAMES CAPITAL MANAGEMENT LLC ranks #41 out of 1000 investors tracked by Alpha Score. In the most recent quarter, THAMES CAPITAL MANAGEMENT LLC initiated 22 new positions. They added to 11 existing positions. They trimmed 13 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
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56 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 STT STATE STR CORP | 4.71% | $150.33 | $187.14 | +24.49% | Added +147.58% |
 GE GE AEROSPACE | 4.50% | $263.89 | $348.41 | +32.03% | Added +135.87% |
 MU MICRON TECHNOLOGY INC | 4.31% | $285.41 | $966.78 | +238.73% | Trimmed -9.63% |
 GEV GE VERNOVA INC | 4.19% | $175.45 | $956.64 | +445.25% | Trimmed -14.02% |
 VRT VERTIV HOLDINGS CO | 3.37% | $51.48 | $262.00 | +408.94% | Trimmed -26.00% |
 HUT HUT 8 CORP | 3.34% | $34.81 | $80.86 | +132.29% | Trimmed -17.25% |
 AMD ADVANCED MICRO DEVICES INC | 3.20% | $580.91 | $473.25 | -18.53% | New Buy |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 3.02% | $231.31 | $418.87 | +81.09% | Added +0.29% |
 NBIS NEBIUS GROUP N.V. | 3.02% | $276.17 | $219.01 | -20.70% | New Buy |
 MKSI MKS INC. | 2.90% | $261.56 | $279.11 | +6.71% | Added +17.33% |
Showing 1-10 of 56