Holders — by stockHoldings — by fund
THAMES CAPITAL MANAGEMENT LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001714267
$1.22B
disclosed book value
56
positions
4.7%
largest position share
Positions, as of 2026-06-30
top 56 of 56 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | STTSTATE STR CORP | 337,558 | $57.2M | 4.7% |
| 2 | GEGE AEROSPACE | 146,383 | $54.7M | 4.5% |
| 3 | MUMICRON TECHNOLOGY INC | 45,388 | $52.4M | 4.3% |
| 4 | GEVGE VERNOVA INC | 43,318 | $50.9M | 4.2% |
| 5 | VRTVERTIV HOLDINGS CO | 122,240 | $40.9M | 3.4% |
| 6 | HUTHUT 8 CORP | 351,973 | $40.6M | 3.3% |
| 7 | AMDADVANCED MICRO DEVICES INC | 66,972 | $38.9M | 3.2% |
| 8 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 77,008 | $36.8M | 3% |
| 9 | NEBIUS GROUP N.V. | 132,768 | $36.7M | 3% |
| 10 | MKSIMKS INC. | 79,395 | $35.3M | 2.9% |
| 11 | NOKNOKIA CORP | 2.6M | $33.9M | 2.8% |
| 12 | SNDKSANDISK CORP | 14,808 | $33.7M | 2.8% |
| 13 | RIOTRIOT PLATFORMS INC | 1.2M | $32.9M | 2.7% |
| 14 | INTCINTEL CORP | 223,725 | $31.2M | 2.6% |
| 15 | KLACKLA CORP | 94,720 | $28.6M | 2.4% |
| 16 | ALABASTERA LABS INC | 57,733 | $27.9M | 2.3% |
| 17 | WULFTERAWULF INC | 1.1M | $26.9M | 2.2% |
| 18 | NTRSNORTHERN TR CORP | 150,619 | $26.2M | 2.2% |
| 19 | AEISADVANCED ENERGY INDS | 70,220 | $26.2M | 2.2% |
| 20 | APHAMPHENOL CORP | 142,139 | $25.1M | 2.1% |
| 21 | FLEX LTD | 149,474 | $24.2M | 2% |
| 22 | NVDANVIDIA CORPORATION | 116,169 | $23.2M | 1.9% |
| 23 | AVGOBROADCOM INC | 60,391 | $22.8M | 1.9% |
| 24 | FPSFORGENT POWER SOLUTIONS INC | 398,912 | $22.3M | 1.8% |
| 25 | CCITIGROUP INC | 153,039 | $21.4M | 1.8% |
| 26 | KEELKEEL INFRASTRUCTURE CORP | 3.6M | $20.8M | 1.7% |
| 27 | AMATAPPLIED MATLS INC | 28,138 | $20.3M | 1.7% |
| 28 | COHRCOHERENT CORP | 45,883 | $18.1M | 1.5% |
| 29 | AAPLAPPLE INC | 61,806 | $17.9M | 1.5% |
| 30 | MAMASTERCARD INCORPORATED | 34,663 | $17.8M | 1.5% |
| 31 | SIMOSILICON MOTION TECHNOLOGY CO | 52,823 | $17.6M | 1.4% |
| 32 | VRNSVARONIS SYS INC | 381,281 | $16.0M | 1.3% |
| 33 | VVISA INC | 45,662 | $15.7M | 1.3% |
| 34 | AGXARGAN INC | 19,514 | $15.6M | 1.3% |
| 35 | AMKRAMKOR TECHNOLOGY INC | 177,301 | $15.3M | 1.3% |
| 36 | FABRINET | 26,114 | $14.7M | 1.2% |
| 37 | CIFRCIPHER DIGITAL INC | 595,538 | $14.6M | 1.2% |
| 38 | AIPARTERIS INC | 293,973 | $14.3M | 1.2% |
| 39 | PENGPENGUIN SOLUTIONS INC | 185,128 | $14.1M | 1.2% |
| 40 | METAMETA PLATFORMS INC | 24,794 | $14.0M | 1.1% |
| 41 | BKDBROOKDALE SR LIVING INC | 757,710 | $12.2M | 1% |
| 42 | JBLJABIL INC | 31,457 | $12.1M | 1% |
| 43 | APLDAPPLIED DIGITAL CORP | 288,167 | $10.7M | 0.9% |
| 44 | LRCXLAM RESEARCH CORP | 22,365 | $9.7M | 0.8% |
| 45 | FIXCOMFORT SYS USA INC | 4,561 | $9.0M | 0.7% |
| 46 | STRLSTERLING INFRASTRUCTURE INC | 9,002 | $7.6M | 0.6% |
| 47 | CLSCELESTICA INC | 19,655 | $7.2M | 0.6% |
| 48 | LITELUMENTUM HLDGS INC | 8,324 | $7.1M | 0.6% |
| 49 | MTSIMACOM TECH SOLUTIONS HLDGS I | 17,960 | $6.8M | 0.6% |
| 50 | AMZNAMAZON COM INC | 28,290 | $6.7M | 0.6% |
| 51 | TMOTHERMO FISHER SCIENTIFIC INC | 13,202 | $6.6M | 0.5% |
| 52 | CANTOR EQUITY PARTNERS I INC | 362,904 | $4.9M | 0.4% |
| 53 | IREN LIMITED | 99,516 | $4.6M | 0.4% |
| 54 | LSCCLATTICE SEMICONDUCTOR CORP | 29,530 | $4.5M | 0.4% |
| 55 | QSQUANTUMSCAPE CORP | 574,028 | $4.3M | 0.4% |
| 56 | ADIANALOG DEVICES INC | 10,576 | $4.2M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.