Thames Capital Management

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

Companies in the Thames Capital Management portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ball Corporation (BLL) 5.31 268217 +22% 69.99
Microsoft Corporation (MSFT) 5.18 136780 +3% 133.96
Adobe Systems Incorporated (ADBE) 5.06 60660 294.64
MasterCard Incorporated (MA) 4.89 65410 264.53
Danaher Corporation (DHR) 4.86 120110 142.92
RealPage (RP) 4.79 287690 58.85
Roper Industries (ROP) 4.75 45830 366.27
Total System Services (TSS) 4.69 129130 128.27
Visa (V) 4.59 93500 173.55
Thermo Fisher Scientific (TMO) 4.39 52860 +16% 293.68
Paypal Holdings 4.06 125360 114.46
Fiserv (FISV) 4.04 156600 91.16
Charter Communications Inc New Cl A cl a 3.93 35180 NEW 395.17
Boeing Company (BA) 3.84 37310 +2% 364.00
Wright Express 3.77 63990 +33% 208.10
Amazon (AMZN) 3.76 7020 +39% 1893.59
World Wrestling Entertainment (WWE) 3.61 176620 +2% 72.21
Novanta 3.43 128610 94.30
salesforce (CRM) 3.30 76930 151.74
Fidelity National Information Services (FIS) 3.11 89520 122.68
Avantor Inc 2.93 543130 NEW 19.09
Dollar Tree (DLTR) 2.55 84010 +78% 107.39
Wendy's/arby's Group 2.30 415570 NEW 19.58
Burlington Stores 1.96 40730 NEW 170.14
Upland Software 1.88 146170 +9% 45.53
Cornerstone Ondemand Inc 1.54 93824 57.93
Petiq 1.49 159416 -47% 32.96

Past 13F-HR SEC Filings by Thames Capital Management

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