Thames Capital Management

Thames Capital Management as of Sept. 30, 2024

Portfolio Holdings for Thames Capital Management

Thames Capital Management holds 38 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Meta Platforms Cl A (META) 5.9 $19M 33k 572.44
Microsoft Corporation (MSFT) 5.5 $18M 41k 430.30
Mastercard Incorporated Cl A (MA) 5.3 $17M 34k 493.80
Ge Vernova (GEV) 5.3 $17M 66k 254.98
Vertiv Holdings Com Cl A (VRT) 5.1 $16M 165k 99.49
Spotify Technology S A SHS (SPOT) 4.9 $16M 43k 368.53
NVIDIA Corporation (NVDA) 4.6 $15M 120k 121.44
Apple (AAPL) 4.5 $14M 62k 233.00
Uber Technologies (UBER) 4.5 $14M 191k 75.16
Visa Com Cl A (V) 4.2 $14M 50k 274.95
Ge Aerospace Com New (GE) 4.2 $13M 71k 188.58
Amazon (AMZN) 4.0 $13M 68k 186.33
Wayfair Cl A (W) 3.4 $11M 194k 56.18
salesforce (CRM) 3.3 $11M 39k 273.71
Draftkings Com Cl A (DKNG) 3.0 $9.8M 249k 39.20
Novanta (NOVT) 3.0 $9.5M 53k 178.92
Amphenol Corp Cl A (APH) 2.8 $9.1M 140k 65.16
Thermo Fisher Scientific (TMO) 2.7 $8.6M 14k 618.57
Maplebear (CART) 2.5 $8.1M 198k 40.74
Broadcom (AVGO) 2.4 $7.8M 45k 172.50
Airbnb Com Cl A (ABNB) 2.4 $7.6M 60k 126.81
Builders FirstSource (BLDR) 2.2 $7.2M 37k 193.86
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.1 $6.8M 39k 173.67
Kraneshares Trust Csi Chi Internet (KWEB) 1.7 $5.6M 164k 34.02
Fabrinet SHS (FN) 1.3 $4.1M 18k 236.44
Bill Com Holdings Ord (BILL) 1.1 $3.7M 70k 52.76
Rh (RH) 1.0 $3.1M 9.2k 334.43
Argan (AGX) 1.0 $3.1M 30k 101.43
Chewy Cl A (CHWY) 0.9 $2.9M 101k 29.29
UFP Technologies (UFPT) 0.8 $2.5M 8.0k 316.70
Sterling Construction Company (STRL) 0.8 $2.5M 17k 145.02
ExlService Holdings (EXLS) 0.8 $2.4M 64k 38.15
Arteris (AIP) 0.7 $2.3M 294k 7.72
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) 0.6 $2.0M 55k 36.68
Generac Holdings (GNRC) 0.6 $1.9M 12k 158.88
Allegheny Technologies Incorporated (ATI) 0.4 $1.3M 19k 66.91
Arcosa (ACA) 0.3 $983k 10k 94.76
Kornit Digital SHS (KRNT) 0.3 $922k 36k 25.84