Institutions / Thames Capital Management LLC
Thames Capital Management LLC
CIK 1714267 · Institution · as of Dec 31, 2025
Portfolio value
$687.77M
Positions
48
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 48 →
| Company | Value | % of portfolio |
|---|---|---|
| GE Vernova Inc. | $35.58M | 5.2% |
| State Street Corporation | $33.81M | 4.9% |
| NVIDIA Corp | $31.48M | 4.6% |
| American Express Co | $29.77M | 4.3% |
| Vertiv Holdings Co | $29.00M | 4.2% |
| Hut 8 Corp. | $24.27M | 3.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $23.34M | 3.4% |
| Meta Platforms Inc | $22.29M | 3.2% |
| Microsoft Corp | $21.87M | 3.2% |
| United Rentals Inc | $21.82M | 3.2% |
| Mastercard Inc | $21.78M | 3.2% |
| Micron Technology Inc | $20.79M | 3.0% |
| Amphenol Corp /De | $20.64M | 3.0% |
| General Electric Co | $19.12M | 2.8% |
| Rocket Companies, Inc. | $18.17M | 2.6% |
| Visa Inc | $18.09M | 2.6% |
| Citigroup Inc | $17.81M | 2.6% |
| Apple Inc. | $16.80M | 2.4% |
| Argan, Inc. | $16.23M | 2.4% |
| Spotify Technology S a | $16.19M | 2.4% |
| Evercore Inc | $15.95M | 2.3% |
| Ondas Inc. | $15.58M | 2.3% |
| Coherent Corp | $15.35M | 2.2% |
| Celanese Corp | $14.01M | 2.0% |
| Alphabet Inc. | $12.74M | 1.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.