account_balance
Investment manager · 13F filer · SEC CIK 1714267
Thames Capital Management LLC
Reported value$774Mas of Sep 30, 2026
Positions38 13 new, 31 sold out
Top 10 weight51.7%SOXX alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SOXXiShares Tr
7.2%New
STTState STR Corp
6.9%Trimmed −10%
GEGe Aerospace
5.9%
MUMicron Technology Inc
5.8%Trimmed −7%
TSMTaiwan Semiconductor Manufac
5.1%Added +13%
GEVGe Vernova Inc
4.8%Trimmed −9%
MAMastercard Incorporated
4.0%Added +64%
APHAmphenol Corp
4.0%Added +160%
VVisa Inc
4.0%Added +89%
HUTHut 8 Corp
3.9%
TMOThermo Fisher Scientific Inc
3.9%Added +237%
NVDANvidia Corporation
3.8%Added +11%
SOXX7.2%
STT6.9%GE5.9%MUMicron Technology Inc
5.8%Trimmed −7%
TSMTaiwan Semiconductor Manufac
5.1%Added +13%
GEVGe Vernova Inc
4.8%Trimmed −9%
MA4.0%APH4.0%V4.0%HUT3.9%TMO3.9%NVDA3.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SOXX iShares Tr 7.2% New
STT State STR Corp 6.9% Trimmed −10%GE Ge Aerospace 5.9% HeldMU Micron Technology Inc 5.8% Trimmed −7%TSM Taiwan Semiconductor Manufac 5.1% Added +13%GEV Ge Vernova Inc 4.8% Trimmed −9%MA Mastercard Incorporated 4.0% Added +64%APH Amphenol Corp 4.0% Added +160%V Visa Inc 4.0% Added +89%HUT Hut 8 Corp 3.9% HeldTMO Thermo Fisher Scientific Inc 3.9% Added +237%NVDA Nvidia Corporation 3.8% Added +11%What changed