THAMES CAPITAL MANAGEMENT LLC - Portfolio overview

THAMES CAPITAL MANAGEMENT LLC has 74 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. GEV - GE VERNOVA INC, 5.21%
2. VRT - VERTIV HOLDINGS CO, 4.90%
3. TSM - TAIWAN SEMICONDUCTOR MANUFAC, 3.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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