THAMES CAPITAL MANAGEMENT LLC
56 holdingsFiling period: 2026-06-30Current AUM: $966.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | STT | STATE STR CORP | 337.6K | $57.2M | $62.5M | 6.47% | +201.2K | 2026-06-30 |
| 2 | GE | GE AEROSPACE | 146.4K | $54.7M | $44.9M | 4.65% | +84.3K | 2026-06-30 |
| 3 | MU | MICRON TECHNOLOGY INC | 45.4K | $52.4M | $42.1M | 4.36% | -4,839 | 2026-06-30 |
| 4 | GEV | GE VERNOVA INC | 43.3K | $50.9M | $38.2M | 3.96% | -7,066 | 2026-06-30 |
| 5 | VRT | VERTIV HOLDINGS CO | 122.2K | $40.9M | $28.7M | 2.97% | -42,951 | 2026-06-30 |
| 6 | HUT | HUT 8 CORP | 352.0K | $40.6M | $30.7M | 3.17% | -73,364 | 2026-06-30 |
| 7 | AMD | ADVANCED MICRO DEVICES INC | 67.0K | $38.9M | $33.8M | 3.49% | -- | 2026-06-30 |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 77.0K | $36.8M | $31.9M | 3.30% | +219 | 2026-06-30 |
| 9 | — | NEBIUS GROUP N.V. | 132.8K | $36.7M | $36.7M | 3.79% | -- | 2026-06-30 |
| 10 | MKSI | MKS INC. | 79.4K | $35.3M | $18.4M | 1.90% | +11.7K | 2026-06-30 |
| 11 | NOK | NOKIA CORP | 2.55M | $33.9M | $25.1M | 2.60% | -- | 2026-06-30 |
| 12 | SNDK | SANDISK CORP | 14.8K | $33.7M | $22.7M | 2.35% | -7,828 | 2026-06-30 |
| 13 | RIOT | RIOT PLATFORMS INC | 1.20M | $32.9M | $23.7M | 2.45% | -- | 2026-06-30 |
| 14 | INTC | INTEL CORP | 223.7K | $31.2M | $21.7M | 2.25% | -- | 2026-06-30 |
| 15 | KLAC | KLA CORP | 94.7K | $28.6M | $15.9M | 1.65% | -- | 2026-06-30 |
| 16 | ALAB | ASTERA LABS INC | 57.7K | $27.9M | $14.6M | 1.51% | -- | 2026-06-30 |
| 17 | WULF | TERAWULF INC | 1.09M | $26.9M | $15.8M | 1.63% | +304.3K | 2026-06-30 |
| 18 | NTRS | NORTHERN TR CORP | 150.6K | $26.2M | $26.9M | 2.79% | -- | 2026-06-30 |
| 19 | AEIS | ADVANCED ENERGY INDS | 70.2K | $26.2M | $17.6M | 1.82% | +32.0K | 2026-06-30 |
| 20 | APH | AMPHENOL CORP | 142.1K | $25.1M | $22.1M | 2.28% | -3,536 | 2026-06-30 |
| 21 | — | FLEX LTD | 149.5K | $24.2M | $24.2M | 2.51% | -- | 2026-06-30 |
| 22 | NVDA | NVIDIA CORPORATION | 116.2K | $23.2M | $24.6M | 2.55% | -- | 2026-06-30 |
| 23 | AVGO | BROADCOM INC | 60.4K | $22.8M | $20.5M | 2.12% | -- | 2026-06-30 |
| 24 | FPS | FORGENT POWER SOLUTIONS INC | 398.9K | $22.3M | $12.5M | 1.29% | -- | 2026-06-30 |
| 25 | C | CITIGROUP INC | 153.0K | $21.4M | $20.8M | 2.16% | -- | 2026-06-30 |
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