Thames Capital Management LLC - Q12026 Holdings

Thames Capital Management LLC holds 43 stocks with a total portfolio value of $ 557.89M as of Q12026. In Q12026, Thames Capital Management LLC added 13 new positions, increased stakes in 4 stocks, reduced 15 holdings, and fully exited 18 positions. The largest holding is Ge Vernova Inc (GEV), representing 7.88% of the total portfolio.