Thames Capital Management as of March 31, 2026
Portfolio Holdings for Thames Capital Management
Thames Capital Management holds 43 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ge Vernova (GEV) | 7.9 | $44M | 50k | 872.90 | |
| Vertiv Holdings Com Cl A (VRT) | 7.4 | $41M | 165k | 250.58 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.7 | $26M | 77k | 337.95 | |
| NVIDIA Corporation (NVDA) | 3.6 | $20M | 116k | 174.40 | |
| Hut 8 Corp (HUT) | 3.6 | $20M | 425k | 46.91 | |
| Argan (AGX) | 3.6 | $20M | 37k | 544.65 | |
| Amphenol Corp Cl A (APH) | 3.3 | $18M | 146k | 126.35 | |
| Fabrinet SHS (FN) | 3.2 | $18M | 35k | 521.52 | |
| Ge Aerospace Com New (GE) | 3.2 | $18M | 62k | 283.77 | |
| Mastercard Incorporated Cl A (MA) | 3.1 | $17M | 35k | 499.66 | |
| State Street Corporation (STT) | 3.1 | $17M | 136k | 126.56 | |
| Micron Technology (MU) | 3.0 | $17M | 50k | 337.84 | |
| Apple (AAPL) | 2.8 | $16M | 62k | 253.79 | |
| MKS Instruments (MKSI) | 2.8 | $16M | 68k | 229.81 | |
| Ondas Com New (ONDS) | 2.6 | $15M | 1.6M | 9.04 | |
| Sandisk Corp (SNDK) | 2.6 | $14M | 23k | 635.34 | |
| Primoris Services (PRIM) | 2.6 | $14M | 100k | 143.04 | |
| Meta Platforms Cl A (META) | 2.5 | $14M | 25k | 572.13 | |
| Comfort Systems USA (FIX) | 2.5 | $14M | 10k | 1378.99 | |
| Visa Com Cl A (V) | 2.5 | $14M | 46k | 302.24 | |
| Rocket Cos Com Cl A (RKT) | 2.4 | $13M | 932k | 14.25 | |
| Coherent Corp (COHR) | 2.3 | $13M | 55k | 238.21 | |
| Digitalocean Hldgs (DOCN) | 2.2 | $13M | 146k | 85.78 | |
| Advanced Energy Industries (AEIS) | 2.2 | $12M | 38k | 322.71 | |
| Terawulf (WULF) | 2.0 | $11M | 786k | 14.43 | |
| Direxion Shares Etf Trust Daily Semiconduc (SOXL) | 2.0 | $11M | 228k | 47.91 | |
| Brookdale Senior Living (BKD) | 1.9 | $10M | 758k | 13.68 | |
| Amprius Technologies Common Stock (AMPX) | 1.6 | $8.9M | 527k | 16.86 | |
| Lumentum Hldgs (LITE) | 1.5 | $8.6M | 12k | 702.76 | |
| Spotify Technology S A SHS (SPOT) | 1.3 | $7.2M | 15k | 484.91 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $6.5M | 13k | 491.53 | |
| Sterling Construction Company (STRL) | 1.1 | $6.4M | 16k | 407.27 | |
| Applied Optoelectronics (AAOI) | 1.1 | $6.3M | 74k | 84.59 | |
| Celestica (CLS) | 1.0 | $5.5M | 20k | 281.68 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.9 | $5.2M | 46k | 112.29 | |
| Arteris (AIP) | 0.9 | $4.8M | 294k | 16.44 | |
| Iren Ordinary Shares (IREN) | 0.9 | $4.7M | 138k | 34.28 | |
| M/a (MTSI) | 0.7 | $4.0M | 18k | 222.07 | |
| Uber Technologies (UBER) | 0.7 | $3.9M | 54k | 71.93 | |
| Idaho Strategic Resources Com New (IDR) | 0.5 | $3.0M | 92k | 32.12 | |
| Quantumscape Corp Com Cl A (QS) | 0.4 | $2.4M | 370k | 6.38 | |
| Jabil Circuit (JBL) | 0.4 | $2.4M | 8.9k | 265.63 | |
| TETRA Technologies (TTI) | 0.2 | $990k | 116k | 8.52 |
