Themes Management Co LLC - Q12026 Holdings

Themes Management Co LLC holds 151 stocks with a total portfolio value of $ 162.06M as of Q12026. In Q12026, Themes Management Co LLC added 34 new positions, increased stakes in 94 stocks, reduced 23 holdings, and fully exited 20 positions. The largest holding is Ge Aerospace (GE), representing 4.65% of the total portfolio.