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The Analysis of THAMES CAPITAL MANAGEMENT LLC's Holdings & P&L

Currently, THAMES CAPITAL MANAGEMENT LLC holds 43 types of securities in its portfolio with a total value $557.9M. In the most recent quarter, they have increased their positions in FN (+34.6K shares, valued at $18.0M), MKSI (+67.7K shares, valued at $15.6M), DOCN (+146.0K shares, valued at $12.5M); decreased their positions in STT (-125.8K shares, valued at $15.9M), NVDA (-52.6K shares, valued at $9.2M), AGX (-15.3K shares, valued at $8.4M); initiated new positions in FN (+34.6K shares, valued at $18.0M), MKSI (+67.7K shares, valued at $15.6M), DOCN (+146.0K shares, valued at $12.5M).

1M P&L

+15.5M+2.27%

3M P&L

+178.8M+34.37%

HY P&L

+247.9M+54.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors77.2M

15.4%

2Electrical Equipment & Parts62.6M

12.5%

3Engineering & Construction54.5M

10.9%

Top Industries by Stock Count

1Semiconductors6 stocks

15.4%

2Engineering & Construction4 stocks

10.3%

3Electrical Equipment & Parts3 stocks

7.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GEV GE VERNOVA INC50.4K shares-7.45%2026-03-312026-05-12

VRT VERTIV HOLDINGS CO165.2K shares-7.70%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFAC76.8K shares0.00%2026-03-312026-05-12

NVDA NVIDIA CORPORATION116.2K shares-31.17%2026-03-312026-05-12

HUT 8 CORP HUT 8 CORP425.3K shares-19.48%2026-03-312026-05-12

AGX ARGAN INC36.5K shares-29.61%2026-03-312026-05-12

APH AMPHENOL CORP145.7K shares-4.61%2026-03-312026-05-12

FN FABRINET34.6K sharesnew addition2026-03-312026-05-12

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GE AEROSPACE GE AEROSPACE62.1K shares0.00%2026-03-312026-05-12

MA MASTERCARD INCORPORATED34.7K shares-9.15%2026-03-312026-05-12

STT STATE STR CORP136.3K shares-47.98%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC50.2K shares-31.06%2026-03-312026-05-12

AAPL APPLE INC61.8K shares0.00%2026-03-312026-05-12

MKSI MKS INC.67.7K sharesnew addition2026-03-312026-05-12

ONDS ONDAS INC1.6M shares1.10%2026-03-312026-05-12

SNDK SANDISK CORP22.6K shares0.00%2026-03-312026-05-12

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PRIM PRIMORIS SVCS CORP100.0K shares0.00%2026-03-312026-05-12

META META PLATFORMS INC24.8K shares-26.57%2026-03-312026-05-12

FIX COMFORT SYS USA INC10.1K shares9.02%2026-03-312026-05-12

V VISA INC45.7K shares-11.45%2026-03-312026-05-12

RKT ROCKET COS INC932.3K shares-0.68%2026-03-312026-05-12

COHERENT CORP COHERENT CORP54.6K shares-34.37%2026-03-312026-05-12

DOCN DIGITALOCEAN HLDGS INC146.0K sharesnew addition2026-03-312026-05-12

AEIS ADVANCED ENERGY INDS38.3K sharesnew addition2026-03-312026-05-12

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WULF TERAWULF INC785.9K shares2.03%2026-03-312026-05-12

SOXL DIREXION SHARES ETF TRUST228.0K sharesnew addition2026-03-312026-05-12

BKD BROOKDALE SR LIVING INC757.7K shares42.63%2026-03-312026-05-12

AMPX AMPRIUS TECHNOLOGIES INC526.8K shares0.00%2026-03-312026-05-12

LITE LUMENTUM HLDGS INC12.3K sharesnew addition2026-03-312026-05-12

SPOT SPOTIFY TECHNOLOGY S A14.8K shares-46.82%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC13.2K shares0.00%2026-03-312026-05-12

STRL STERLING INFRASTRUCTURE INC15.7K sharesnew addition2026-03-312026-05-12

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AAOI APPLIED OPTOELECTRONICS INC74.3K sharesnew addition2026-03-312026-05-12

CELESTICA INC CELESTICA INC19.7K shares0.00%2026-03-312026-05-12

SIMO SILICON MOTION TECHNOLOGY CO46.3K sharesnew addition2026-03-312026-05-12

AIP ARTERIS INC294.0K shares0.00%2026-03-312026-05-12

IREN IREN LIMITED138.4K sharesnew addition2026-03-312026-05-12

MTSI MACOM TECH SOLUTIONS HLDGS I18.0K sharesnew addition2026-03-312026-05-12

UBER UBER TECHNOLOGIES INC53.6K shares-49.06%2026-03-312026-05-12

IDR IDAHO STRATEGIC RESOURCES91.9K shares0.00%2026-03-312026-05-12

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QS QUANTUMSCAPE CORP369.7K shares0.00%2026-03-312026-05-12

JBL JABIL INC8.9K sharesnew addition2026-03-312026-05-12

TTI TETRA TECHNOLOGIES INC DEL116.2K sharesnew addition2026-03-312026-05-12

GEV

GE VERNOVA INC

-7.45%

Shares50.4K

Event2026-03-31

Filed2026-05-12

VRT

VERTIV HOLDINGS CO

-7.70%

Shares165.2K

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares76.8K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-31.17%

Shares116.2K

Event2026-03-31

Filed2026-05-12

HUT 8 CORP

-19.48%

Shares425.3K

Event2026-03-31

Filed2026-05-12

AGX

ARGAN INC

-29.61%

Shares36.5K

Event2026-03-31

Filed2026-05-12

APH

AMPHENOL CORP

-4.61%

Shares145.7K

Event2026-03-31

Filed2026-05-12

FABRINET

New

Shares34.6K

Event2026-03-31

Filed2026-05-12

GE AEROSPACE

0.00%

Shares62.1K

Event2026-03-31

Filed2026-05-12

MASTERCARD INCORPORATED

-9.15%

Shares34.7K

Event2026-03-31

Filed2026-05-12

STT

STATE STR CORP

-47.98%

Shares136.3K

Event2026-03-31

Filed2026-05-12

MICRON TECHNOLOGY INC

-31.06%

Shares50.2K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

0.00%

Shares61.8K

Event2026-03-31

Filed2026-05-12

MKSI

MKS INC.

New

Shares67.7K

Event2026-03-31

Filed2026-05-12

ONDS

ONDAS INC

1.10%

Shares1.6M

Event2026-03-31

Filed2026-05-12

SNDK

SANDISK CORP

0.00%

Shares22.6K

Event2026-03-31

Filed2026-05-12

PRIM

PRIMORIS SVCS CORP

0.00%

Shares100.0K

Event2026-03-31

Filed2026-05-12