Thames Capital Management LLC
Net buyer this quarter
$1.22B
56
+$397M
36.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 STT | $57.2M | 4.71% | 0.12% | +147.6% | Q2 2025 |
 GE | $54.7M | 4.50% | 0.01% | +135.9% | Q3 2023 |
 MU | $52.4M | 4.31% | 0.00% | -9.6% | Q4 2019 |
 GEV | $50.9M | 4.19% | 0.02% | -14.0% | Q2 2024 |
 VRT | $40.9M | 3.37% | 0.03% | -26.0% | Q1 2020 |
 HUT | $40.6M | 3.34% | 0.29% | -17.3% | Q3 2025 |
 AMD | $38.9M | 3.20% | 0.00% | Not reported | Q2 2021 |
 TSM | $36.8M | 3.02% | 0.00% | +0.3% | Q3 2024 |
 NBIS | $36.7M | 3.02% | 0.05% | Not reported | Q2 2025 |
 MKSI | $35.3M | 2.90% | 0.12% | +17.3% | Q1 2026 |
 NOK | $33.9M | 2.79% | 0.04% | New | Q2 2026 |
 SNDK | $33.7M | 2.77% | 0.01% | -34.6% | Q4 2025 |
 RIOT | $32.9M | 2.71% | 0.32% | Not reported | Q3 2025 |
 INTC | $31.2M | 2.57% | 0.00% | New | Q2 2026 |
 KLAC | $28.6M | 2.35% | 0.01% | New | Q2 2026 |
 ALAB | $27.9M | 2.29% | 0.03% | New | Q2 2026 |
 WULF | $26.9M | 2.21% | 0.22% | +38.7% | Q2 2025 |
 NTRS | $26.2M | 2.15% | 0.08% | New | Q2 2026 |
 AEIS | $26.2M | 2.15% | 0.18% | +83.5% | Q1 2026 |
 APH | $25.1M | 2.06% | 0.01% | -2.4% | Q3 2019 |
 FLEX | $24.2M | 1.99% | 0.04% | New | Q2 2026 |
 NVDA | $23.2M | 1.91% | 0.00% | Not reported | Q4 2019 |
 AVGO | $22.8M | 1.88% | 0.00% | Not reported | Q2 2024 |
 FPS | $22.3M | 1.83% | Not reported | New | Q2 2026 |
 C | $21.4M | 1.76% | 0.01% | Not reported | Q4 2019 |
 KEEL | $20.8M | 1.71% | 0.59% | New | Q2 2026 |
 AMAT | $20.3M | 1.67% | 0.00% | Not reported | Q4 2019 |
 COHR | $18.1M | 1.49% | 0.02% | -15.9% | Q4 2025 |
 AAPL | $17.9M | 1.47% | 0.00% | Not reported | Q1 2020 |
 MA | $17.8M | 1.46% | 0.00% | Not reported | Q4 2017 |
 SIMO | $17.6M | 1.45% | 0.04% | +14.0% | Q1 2026 |
 VRNS | $16M | 1.32% | 0.33% | New | Q2 2026 |
 V | $15.7M | 1.29% | 0.00% | Not reported | Q4 2017 |
 AGX | $15.6M | 1.28% | 0.14% | -46.5% | Q3 2024 |
 AMKR | $15.3M | 1.26% | 0.07% | New | Q2 2026 |
 FN | $14.7M | 1.21% | 0.07% | -24.5% | Q3 2024 |
 CIFR | $14.6M | 1.20% | 0.14% | Not reported | Q3 2025 |
 AIP | $14.3M | 1.17% | 0.60% | Not reported | Q3 2023 |
 PENG | $14.1M | 1.16% | 0.36% | New | Q2 2026 |
 META | $14M | 1.15% | Not reported | Not reported | Q3 2020 |
 BKD | $12.2M | 1.00% | 0.32% | Not reported | Q4 2025 |
 JBL | $12.1M | 1.00% | 0.03% | +254.6% | Q1 2026 |
 APLD | $10.7M | 0.88% | 0.10% | New | Q2 2026 |
 LRCX | $9.69M | 0.80% | 0.00% | Not reported | Q1 2021 |
 FIX | $9.04M | 0.74% | 0.01% | -54.9% | Q4 2024 |
 STRL | $7.56M | 0.62% | 0.03% | -42.5% | Q3 2024 |
 CLS | $7.17M | 0.59% | 0.02% | Not reported | Q3 2025 |
 LITE | $7.14M | 0.59% | 0.01% | -32.1% | Q1 2026 |
 MTSI | $6.83M | 0.56% | 0.02% | Not reported | Q1 2026 |
 AMZN | $6.74M | 0.55% | 0.00% | Not reported | Q1 2018 |
| Q1 2026 | |||||
| GEV | $44M | 7.88% | 0.02% | -7.5% | Q2 2024 |
| VRT | $41.4M | 7.42% | 0.04% | -7.7% | Q1 2020 |
| TSM | $26M | 4.65% | 0.00% | Not reported | Q3 2024 |
| NVDA | $20.3M | 3.63% | 0.00% | -31.2% | Q4 2019 |
| HUT | $20M | 3.58% | 0.38% | -19.5% | Q3 2025 |
| AGX | $19.9M | 3.56% | 0.26% | -29.6% | Q3 2024 |
| APH | $18.4M | 3.30% | 0.01% | -4.6% | Q3 2019 |
| FN | $18M | 3.23% | 0.10% | Not reported | Q3 2024 |
| GE | $17.6M | 3.16% | 0.01% | Not reported | Q3 2023 |
| MA | $17.3M | 3.10% | 0.00% | -9.2% | Q4 2017 |
| STT | $17.3M | 3.09% | 0.05% | -48.0% | Q2 2025 |
| MU | $17M | 3.04% | 0.00% | -31.1% | Q4 2019 |
| AAPL | $15.7M | 2.81% | 0.00% | Not reported | Q1 2020 |
| MKSI | $15.6M | 2.79% | 0.10% | New | Q1 2026 |
 ONDS | $14.6M | 2.62% | 0.34% | +1.1% | Q3 2025 |
| SNDK | $14.4M | 2.58% | 0.02% | Not reported | Q4 2025 |
 PRIM | $14.3M | 2.56% | 0.18% | Not reported | Q3 2025 |
| META | $14.2M | 2.54% | Not reported | -26.6% | Q3 2020 |
| FIX | $13.9M | 2.50% | 0.03% | +9.0% | Q4 2024 |
| V | $13.8M | 2.47% | 0.00% | -11.5% | Q4 2017 |
 RKT | $13.3M | 2.38% | Not reported | -0.7% | Q2 2025 |
| COHR | $13M | 2.33% | 0.03% | -34.4% | Q4 2025 |
 DOCN | $12.5M | 2.24% | 0.14% | New | Q1 2026 |
| AEIS | $12.3M | 2.21% | 0.10% | New | Q1 2026 |
| WULF | $11.3M | 2.03% | 0.18% | +2.0% | Q2 2025 |
| BKD | $10.4M | 1.86% | 0.32% | +42.6% | Q4 2025 |
 AMPX | $8.88M | 1.59% | 0.38% | Not reported | Q3 2025 |
| LITE | $8.62M | 1.55% | 0.02% | New | Q1 2026 |
 SPOT | $7.19M | 1.29% | 0.01% | -46.8% | Q4 2023 |
 TMO | $6.49M | 1.16% | 0.00% | Not reported | Q1 2019 |
| STRL | $6.38M | 1.14% | 0.05% | Not reported | Q3 2024 |
 AAOI | $6.29M | 1.13% | 0.09% | New | Q1 2026 |
| CLS | $5.54M | 0.99% | 0.02% | Not reported | Q3 2025 |
| SIMO | $5.2M | 0.93% | 0.03% | New | Q1 2026 |
| AIP | $4.83M | 0.87% | 0.64% | Not reported | Q3 2023 |
 IREN | $4.74M | 0.85% | 0.04% | Not reported | Q3 2025 |
| MTSI | $3.99M | 0.71% | 0.02% | New | Q1 2026 |
 UBER | $3.86M | 0.69% | 0.00% | -49.1% | Q3 2022 |
 IDR | $2.95M | 0.53% | 0.58% | Not reported | Q3 2025 |
 QS | $2.36M | 0.42% | 0.39% | Not reported | Q4 2021 |
| JBL | $2.36M | 0.42% | 0.01% | New | Q1 2026 |
 TTI | $990K | 0.18% | 0.09% | New | Q1 2026 |
| Q4 2025 | |||||
| GEV | $35.6M | 5.17% | 0.02% | Not reported | Q2 2024 |
| STT | $33.8M | 4.92% | 0.09% | +218.8% | Q2 2025 |
| NVDA | $31.5M | 4.58% | 0.00% | +86.6% | Q4 2019 |
 AXP | $29.8M | 4.33% | 0.01% | +189.6% | Q2 2025 |
| VRT | $29M | 4.22% | 0.05% | Not reported | Q1 2020 |
| HUT | $24.3M | 3.53% | 0.48% | -26.7% | Q3 2025 |
| TSM | $23.3M | 3.39% | 0.00% | +17.9% | Q3 2024 |
| META | $22.3M | 3.24% | Not reported | +23.0% | Q3 2020 |
 MSFT | $21.9M | 3.18% | 0.00% | +10.7% | Q1 2018 |
 URI | $21.8M | 3.17% | 0.04% | New | Q4 2025 |
| MA | $21.8M | 3.17% | 0.00% | +10.8% | Q4 2017 |
| MU | $20.8M | 3.02% | 0.01% | Not reported | Q4 2019 |
| APH | $20.6M | 3.00% | 0.01% | +8.9% | Q3 2019 |
| GE | $19.1M | 2.78% | 0.01% | Not reported | Q3 2023 |
| RKT | $18.2M | 2.64% | Not reported | -15.1% | Q2 2025 |
| V | $18.1M | 2.63% | 0.00% | +13.4% | Q4 2017 |
| C | $17.8M | 2.59% | 0.01% | Not reported | Q4 2019 |
| AAPL | $16.8M | 2.44% | 0.00% | Not reported | Q1 2020 |
| AGX | $16.2M | 2.36% | 0.37% | +25.2% | Q3 2024 |
| SPOT | $16.2M | 2.35% | 0.01% | Not reported | Q4 2023 |
 EVR | $16M | 2.32% | Not reported | Not reported | Q2 2025 |
| ONDS | $15.6M | 2.27% | 0.42% | -18.7% | Q3 2025 |
| COHR | $15.4M | 2.23% | 0.05% | New | Q4 2025 |
 CE | $14M | 2.04% | 0.30% | New | Q4 2025 |
 GOOGL | $12.7M | 1.85% | 0.00% | Not reported | Q4 2019 |
 APP | $12.6M | 1.83% | 0.01% | +12.1% | Q2 2025 |
| PRIM | $12.4M | 1.81% | 0.19% | Not reported | Q3 2025 |
 ASH | $10.3M | 1.50% | 0.39% | New | Q4 2025 |
| AMZN | $8.96M | 1.30% | 0.00% | +15.1% | Q1 2018 |
| WULF | $8.85M | 1.29% | 0.18% | -46.8% | Q2 2025 |
| FIX | $8.65M | 1.26% | 0.03% | Not reported | Q4 2024 |
| UBER | $8.6M | 1.25% | 0.01% | -33.4% | Q3 2022 |
 JCI | $7.99M | 1.16% | 0.01% | New | Q4 2025 |
| TMO | $7.65M | 1.11% | 0.00% | Not reported | Q1 2019 |
 CRM | $7.35M | 1.07% | 0.00% | -15.1% | Q1 2018 |
 NOVT | $6.34M | 0.92% | 0.15% | Not reported | Q4 2017 |
| CLS | $5.81M | 0.84% | 0.02% | Not reported | Q3 2025 |
| BKD | $5.73M | 0.83% | 0.22% | New | Q4 2025 |
| SNDK | $5.37M | 0.78% | 0.02% | New | Q4 2025 |
 VTR | $4.78M | 0.70% | 0.01% | New | Q4 2025 |
 CHWY | $4.69M | 0.68% | 141813.00% | Not reported | Q4 2023 |
 WELL | $4.68M | 0.68% | 0.00% | New | Q4 2025 |
| AIP | $4.56M | 0.66% | 0.66% | Not reported | Q3 2023 |
| AMPX | $4.16M | 0.60% | 0.39% | Not reported | Q3 2025 |
 CECO | $4.15M | 0.60% | 0.19% | Not reported | Q3 2025 |
 AHR | $4.04M | 0.59% | 0.05% | New | Q4 2025 |
| QS | $3.85M | 0.56% | 0.39% | -46.2% | Q4 2021 |
| IDR | $3.7M | 0.54% | 0.59% | -28.0% | Q3 2025 |
| Q3 2025 | |||||
| GEV | $33.5M | 4.78% | 0.02% | Not reported | Q2 2024 |
| VRT | $27M | 3.85% | 0.05% | Not reported | Q1 2020 |
| HUT | $25.1M | 3.58% | 0.68% | New | Q3 2025 |
| IREN | $24.1M | 3.44% | Not reported | New | Q3 2025 |
| RKT | $21.4M | 3.06% | Not reported | +54.3% | Q2 2025 |
| MSFT | $21.2M | 3.02% | 0.00% | Not reported | Q1 2018 |
| META | $20.2M | 2.88% | Not reported | +9.0% | Q3 2020 |
| MA | $19.6M | 2.79% | 0.00% | Not reported | Q4 2017 |
| SPOT | $19.5M | 2.78% | 0.01% | Not reported | Q4 2023 |
| CIFR | $19.1M | 2.72% | 0.38% | New | Q3 2025 |
| GE | $18.7M | 2.66% | 0.01% | Not reported | Q3 2023 |
| TSM | $18.2M | 2.60% | 0.00% | Not reported | Q3 2024 |
 BE | $18.1M | 2.58% | 0.09% | New | Q3 2025 |
| APH | $17.4M | 2.48% | 0.01% | Not reported | Q3 2019 |
| NVDA | $16.9M | 2.41% | 0.00% | Not reported | Q4 2019 |
| WULF | $16.5M | 2.36% | 0.33% | +27.7% | Q2 2025 |
| EVR | $15.8M | 2.26% | Not reported | +119.6% | Q2 2025 |
| AAPL | $15.7M | 2.25% | 0.00% | Not reported | Q1 2020 |
| V | $15.5M | 2.22% | 0.00% | Not reported | Q4 2017 |
| UBER | $15.5M | 2.21% | 0.01% | Not reported | Q3 2022 |
| ONDS | $15.2M | 2.16% | 0.60% | New | Q3 2025 |
| PRIM | $13.7M | 1.96% | 0.19% | New | Q3 2025 |
| APP | $12M | 1.71% | 0.00% | +114.8% | Q2 2025 |
 NFLX | $11.9M | 1.70% | 0.00% | Not reported | Q2 2021 |
 BMNR | $11.9M | 1.69% | 0.10% | New | Q3 2025 |
| RIOT | $11.2M | 1.60% | 0.16% | New | Q3 2025 |
| AGX | $11.2M | 1.59% | 0.30% | Not reported | Q3 2024 |
| GOOGL | $9.89M | 1.41% | 0.00% | Not reported | Q4 2019 |
| STT | $9.54M | 1.36% | 0.03% | Not reported | Q2 2025 |
 VST | $9.34M | 1.33% | 0.01% | -26.3% | Q4 2024 |
| AXP | $9.23M | 1.32% | 0.00% | -33.2% | Q2 2025 |
 CCJ | $8.98M | 1.28% | 0.02% | +66.8% | Q2 2025 |
| QS | $8.46M | 1.21% | 0.72% | +65.3% | Q4 2021 |
 LYV | $8.17M | 1.17% | 0.02% | Not reported | Q2 2025 |
 BETRW | $8.15M | 1.16% | Not reported | New | Q3 2025 |
 OPEN | $7.82M | 1.12% | 0.13% | New | Q3 2025 |
| CRM | $7.75M | 1.11% | 0.00% | Not reported | Q1 2018 |
| FIX | $7.65M | 1.09% | 0.03% | Not reported | Q4 2024 |
| AMZN | $7.4M | 1.06% | 0.00% | -2.4% | Q1 2018 |
| TMO | $6.4M | 0.91% | 0.00% | -5.2% | Q1 2019 |
 TLN | $5.89M | 0.84% | 0.03% | New | Q3 2025 |
 GLXY | $5.76M | 0.82% | 170358.00% | New | Q3 2025 |
| CHWY | $5.74M | 0.82% | 141813.00% | -13.4% | Q4 2023 |
| AMPX | $5.54M | 0.79% | 0.40% | New | Q3 2025 |
| NOVT | $5.34M | 0.76% | 0.15% | -16.4% | Q4 2017 |
 EME | $5.06M | 0.72% | 0.02% | New | Q3 2025 |
| CLS | $4.84M | 0.69% | 0.02% | New | Q3 2025 |
 ORCL | $4.6M | 0.66% | 0.00% | +31.2% | Q3 2023 |
| IDR | $4.31M | 0.62% | 0.85% | New | Q3 2025 |
 PGY | $4.09M | 0.58% | Not reported | New | Q3 2025 |