Thames Capital Management
$1.2B 13F equity value
67 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Thames Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| STT | STATE STR CORP | 337,558 | $57M | 4.7% |
| GE | GE AEROSPACE | 146,383 | $55M | 4.5% |
| MU | MICRON TECHNOLOGY INC | 45,388 | $52M | 4.3% |
| GEV | GE VERNOVA INC | 43,318 | $51M | 4.2% |
| VRT | VERTIV HOLDINGS CO | 122,240 | $41M | 3.4% |
| HUT | HUT 8 CORP | 351,973 | $41M | 3.3% |
| AMD | ADVANCED MICRO DEVICES INC | 66,972 | $39M | 3.2% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 77,008 | $37M | 3.0% |
| NBIS | NEBIUS GROUP N.V. | 132,768 | $37M | 3.0% |
| MKSI | MKS INC. | 79,395 | $35M | 2.9% |
Track Thames Capital Management's 13F portfolio: $1.2B in reported holdings, 67 positions. Top holdings and quarterly changes on SentiSense.
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