Thames Capital Management

Latest statistics and disclosures from Thames Capital Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Thames Capital Management

Companies in the Thames Capital Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Microsoft Corporation (MSFT) 13.88 112.15k 157.71
Visa (V) 11.87 93.92k 161.12
MasterCard Incorporated (MA) 9.32 49.20k -15% 241.56
Apple (AAPL) 9.12 45.73k NEW 254.30
Thermo Fisher Scientific (TMO) 6.44 28.96k 283.59
Zoetis Inc Cl A (ZTS) 6.36 68.92k +47% 117.69
Charter Communications Inc New Cl A cl a (CHTR) 4.30 12.57k 436.31
Novanta (NOVT) 3.83 61.07k 79.88
Amazon (AMZN) 3.63 2.37k NEW 1949.85
Starbucks Corporation (SBUX) 3.60 69.71k NEW 65.74
American Tower Reit (AMT) 3.40 19.88k NEW 217.76
Costco Wholesale Corporation (COST) 3.20 14.32k NEW 285.11
Marvell Technology Group (MRVL) 3.16 178.26k +148% 22.63
Cable One (CABO) 3.14 2.43k NEW 1643.91
Upland Software (UPLD) 3.00 142.54k -10% 26.82
Global Payments (GPN) 2.95 26.10k -51% 144.24
TJX Companies (TJX) 1.62 43.30k 47.80
NVIDIA Corporation (NVDA) 1.35 6.55k -82% 263.59
Vertiv Holdings Llc vertiv holdings (VRT) 1.16 171.62k NEW 8.65
NIKE (NKE) 0.86 13.27k -90% 82.73
Adobe Systems Incorporated (ADBE) 0.85 3.40k NEW 318.22
General Electric Company (GE) 0.71 113.48k NEW 7.94
S&p Global (SPGI) 0.60 3.11k -74% 244.94
Applied Materials (AMAT) 0.49 13.59k -90% 45.84
Fiserv (FISV) 0.29 3.88k -94% 94.98
Amphenol Corporation (APH) 0.25 4.39k -95% 72.89
Micron Technology (MU) 0.21 6.27k -94% 42.11
Home Depot (HD) 0.21 1.41k -92% 186.79
Fidelity National Information Services (FIS) 0.19 2.02k -97% 121.59

Past Filings by Thames Capital Management

View past SEC 13F filings by Thames Capital Management

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