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 September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Global Payments (GPN) 4.95 104608 NEW 159.00
Visa (V) 4.79 93500 172.01
Microsoft Corporation (MSFT) 4.73 114330 -16% 139.03
MasterCard Incorporated (MA) 4.69 57950 -11% 271.56
Charter Communications Inc New Cl A cl a 4.65 37870 +7% 412.12
Analog Devices (ADI) 3.94 118490 NEW 111.73
BlackRock (BLK) 3.86 29070 NEW 445.65
Danaher Corporation (DHR) 3.80 88480 -26% 144.43
Amphenol Corporation (APH) 3.68 128210 NEW 96.50
NIKE (NKE) 3.64 130210 NEW 93.92
Burlington Stores 3.61 60740 +49% 199.82
Fidelity National Information Services (FIS) 3.54 89550 132.76
Chipotle Mexican Grill (CMG) 3.45 13800 NEW 840.43
Aon 3.43 59520 NEW 193.57
Thermo Fisher Scientific (TMO) 3.38 38930 -26% 291.27
Fiserv (FISV) 3.14 101690 -35% 103.59
Novanta 2.96 121750 -5% 81.72
Ball Corporation (BLL) 2.92 134787 -49% 72.81
Lululemon Athletica Inc 2.79 48680 NEW 192.52
Union Pacific Corporation (UNP) 2.78 57690 NEW 161.99
Roper Industries (ROP) 2.58 24330 -46% 356.60
Masco Corporation (MAS) 2.56 206120 NEW 41.68
World Wrestling Entertainment (WWE) 2.55 120570 -31% 71.15
Restaurant Brands Intl Inc Com equity / large cap 2.46 116280 NEW 71.14
Altice Usa Inc cl a 2.44 285520 NEW 28.68
Floor & Decor Hldgs Inc cl a 2.23 146110 NEW 51.15
Procter & Gamble Company (PG) 2.22 59940 NEW 124.37
Nxp Semiconductors N V 2.12 65110 NEW 109.12
Upland Software 1.65 158990 +8% 34.86
Zoetis Inc Cl A 1.54 41430 NEW 124.60
Dollar Tree (DLTR) 1.23 36250 -56% 114.15
Five Below 0.90 24060 NEW 126.10
Adobe Systems Incorporated (ADBE) 0.62 7570 -87% 276.22
Moody's Corporation (MCO) 0.16 2670 NEW 204.87

Past 13F-HR SEC Filings by Thames Capital Management

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