Thames Capital Management

Thames Capital Management as of Dec. 31, 2018

Portfolio Holdings for Thames Capital Management

Thames Capital Management holds 24 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.5 $16M 152k 101.57
RealPage 5.8 $14M 288k 48.19
World Wrestling Entertainment 5.3 $13M 168k 74.72
Burlington Stores (BURL) 5.3 $13M 77k 162.68
salesforce (CRM) 5.2 $12M 91k 136.97
Danaher Corporation (DHR) 5.2 $12M 120k 103.12
MasterCard Incorporated (MA) 5.2 $12M 65k 188.66
Visa (V) 5.2 $12M 94k 131.94
Roper Industries (ROP) 5.2 $12M 46k 266.53
Boeing Company (BA) 5.0 $12M 37k 322.50
Becton, Dickinson and (BDX) 4.9 $12M 52k 225.31
Fiserv (FI) 4.7 $11M 151k 73.49
Paypal Holdings (PYPL) 4.4 $11M 125k 84.09
Godaddy Inc cl a (GDDY) 4.2 $10M 152k 65.62
UnitedHealth (UNH) 4.1 $9.7M 39k 249.11
Adobe Systems Incorporated (ADBE) 4.1 $9.6M 43k 226.25
Total System Services 3.5 $8.3M 102k 81.29
Novanta (NOVT) 3.4 $8.1M 129k 63.00
McDonald's Corporation (MCD) 2.7 $6.5M 37k 177.56
Fidelity National Information Services (FIS) 2.5 $5.9M 58k 102.55
Petiq (PETQ) 2.3 $5.5M 233k 23.47
Cornerstone Ondemand 2.0 $4.7M 94k 50.43
Centene Corporation (CNC) 1.9 $4.5M 39k 115.30
Upland Software (UPLD) 1.4 $3.4M 125k 27.18