THAMES CAPITAL MANAGEMENT LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TC THAMES CAPITAL MANAGEMENT LLC | Institutional Filer | ▼ 18.88% | $557.9M | 43 |
Current Portfolio Holdings
Showing all 43 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc. | Utilities | 50K | $44.0M | 7.88% |
| 2 | VRT | Vertiv Holdings Co | Industrials | 165K | $41.4M | 7.42% |
| 3 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 77K | $26.0M | 4.65% |
| 4 | NVDA | NVIDIA Corporation | Technology | 116K | $20.3M | 3.63% |
| 5 | HUT | Hut 8 Corp. | Financial Services | 425K | $20.0M | 3.58% |
| 6 | AGX | Argan, Inc. | Industrials | 36K | $19.9M | 3.56% |
| 7 | APH | Amphenol Corporation | Technology | 146K | $18.4M | 3.30% |
| 8 | FN | Fabrinet | Technology | 35K | $18.0M | 3.23% |
| 9 | GE | GE Aerospace | Industrials | 62K | $17.6M | 3.16% |
| 10 | MA | Mastercard Incorporated | Financial Services | 35K | $17.3M | 3.10% |
| 11 | STT | State Street Corporation | Financial Services | 136K | $17.3M | 3.09% |
| 12 | MU | Micron Technology, Inc. | Technology | 50K | $17.0M | 3.04% |
| 13 | AAPL | Apple Inc. | Technology | 62K | $15.7M | 2.81% |
| 14 | MKSI | MKS Inc. | Technology | 68K | $15.6M | 2.79% |
| 15 | ONDS | Ondas Holdings Inc. | Technology | 1.6M | $14.6M | 2.62% |
Showing 1 to 15 of 43 holdings