THAMES CAPITAL MANAGEMENT LLC
CIK 1714267
13F filing for Q2 2026・No. 2,264
- Holdings
- US$1.22B
- Quarter change
- +US$658.05M
- Entries
- 56
- Net bought (estimate)
- +US$403.78M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 24
- Sold out 11
- Cut 12
- Added 10
- Corporate actions 0
- Unchanged 10
Largest holdings
56 stocks worth US$1.22B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| STTSTATE STR CORPCOM | Added | 337,558 | US$57.25M | 4.71% |
| GEGE AEROSPACECOM NEW | Added | 146,383 | US$54.71M | 4.50% |
| MUMicronCOM | Cut | 45,388 | US$52.39M | 4.31% |
| GEVGE VERNOVA INCCOM | Cut | 43,318 | US$50.89M | 4.19% |
| VRTVERTIV HOLDINGS COCOM CL A | Cut | 122,240 | US$40.93M | 3.37% |
| HUTHUT 8 CORPCOM | Cut | 351,973 | US$40.63M | 3.34% |
| AMDAMDCOM | New | 66,972 | US$38.9M | 3.20% |
| TSMTSMC ADRSPONSORED ADS | Added | 77,008 | US$36.78M | 3.02% |
| NBISNEBIUS GROUP N.V.SHS CLASS A | New | 132,768 | US$36.67M | 3.02% |
| MKSIMKS INC.COM | Added | 79,395 | US$35.31M | 2.90% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.