Thames Capital Management
$1.2B 13F equity value
67 Holdings
Latest filing 2026-06-30
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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