THAMES CAPITAL MANAGEMENT LLC - Portfolio Stock Holdings
THAMES CAPITAL MANAGEMENT LLC disclosed 67 stock positions in a recent SEC 13F filing. $1,214,282,717 of stock holdings were filed, with the largest holdings including STT, GE, and MU. This filing represented positions held on June 30, 2026, and was filed on Aug. 12, 2026.We estimate the fund has a total AUM of $830,547,448 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.
Report Period:
June 30, 2026No. of Stocks:
67Est. Stock Holding Value:
$1,214,282,717Top Stock Holdings By Sector
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Portfolio Stock Holdings - THAMES CAPITAL MANAGEMENT LLC
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