Holdings
Thames Capital Management LLC
As of Jun 30, 2026, Thames Capital Management LLC reported 52 positions worth US$1.13B. Largest: State Street Corporation, Ge Aerospace and Micron Technology, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| State Street Corporation | 338K | US$57.2M | +201K | Jun 30, 2026 |
| Ge Aerospace | 146K | US$54.7M | +84,322 | Jun 30, 2026 |
| Micron Technology, Inc. | 45,388 | US$52.4M | −4,839 | Jun 30, 2026 |
| Ge Vernova Inc. | 43,318 | US$50.9M | −7,066 | Jun 30, 2026 |
| Vertiv Holdings, Llc | 122K | US$40.9M | −42,951 | Jun 30, 2026 |
| Hut 8 Corp. | 352K | US$40.6M | −73,364 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 66,972 | US$38.9M | new | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 77,008 | US$36.8M | +219 | Jun 30, 2026 |
| Mks Inc. | 79,395 | US$35.3M | +11,727 | Jun 30, 2026 |
| Nokia Oyj | 2.55M | US$33.9M | new | Jun 30, 2026 |