THAMES CAPITAL MANAGEMENT LLC — 13F holdings

THAMES CAPITAL MANAGEMENT LLC reported 56 holdings worth $1.22B in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. STT STATE STR CORP — $57.2M (4.7%)
  2. GE GE AEROSPACE — $54.7M (4.5%)
  3. MU MICRON TECHNOLOGY INC — $52.4M (4.3%)
  4. GEV GE VERNOVA INC — $50.9M (4.2%)
  5. VRT VERTIV HOLDINGS CO — $40.9M (3.4%)
  6. HUT HUT 8 CORP — $40.6M (3.3%)
  7. AMD ADVANCED MICRO DEVICES INC — $38.9M (3.2%)
  8. TSM TAIWAN SEMICONDUCTOR MFG LTD — $36.8M (3.0%)
  9. NBIS NEBIUS GROUP N.V. — $36.7M (3.0%)
  10. MKSI MKS INC. — $35.3M (2.9%)