Thames Capital Management

Thames Capital Management as of June 30, 2024

Portfolio Holdings for Thames Capital Management

Thames Capital Management holds 25 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Microsoft Corporation (MSFT) 7.8 $20M 45k 446.95
Apple (AAPL) 6.9 $18M 83k 210.62
Meta Platforms Cl A (META) 6.4 $16M 33k 504.22
Mastercard Incorporated Cl A (MA) 5.9 $15M 34k 441.16
Amazon (AMZN) 5.9 $15M 78k 193.25
Uber Technologies (UBER) 5.8 $15M 202k 72.68
Vertiv Holdings Com Cl A (VRT) 5.4 $14M 160k 86.57
Dell Technologies CL C (DELL) 5.1 $13M 95k 137.91
Visa Com Cl A (V) 5.1 $13M 50k 262.47
Spotify Technology S A SHS (SPOT) 4.9 $12M 40k 313.79
NVIDIA Corporation (NVDA) 4.5 $12M 94k 123.54
Ge Aerospace Com New (GE) 4.4 $11M 71k 158.97
Ge Vernova (GEV) 4.0 $10M 60k 171.51
Amphenol Corp Cl A (APH) 3.7 $9.4M 140k 67.37
Lam Research Corporation 3.4 $8.8M 8.3k 1064.85
salesforce (CRM) 3.4 $8.8M 34k 257.10
Novanta (NOVT) 3.4 $8.7M 53k 163.11
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 3.2 $8.3M 225k 36.67
Chipotle Mexican Grill (CMG) 3.2 $8.1M 129k 62.65
Thermo Fisher Scientific (TMO) 3.0 $7.7M 14k 553.00
Draftkings Com Cl A (DKNG) 2.6 $6.5M 171k 38.17
Arteris (AIP) 0.9 $2.2M 294k 7.51
UFP Technologies (UFPT) 0.8 $2.1M 8.0k 263.87
Broadcom (AVGO) 0.1 $326k 203.00 1605.53
Builders FirstSource (BLDR) 0.1 $269k 1.9k 138.41