Thames Capital Management
Thames Capital Management reported 56 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are STT (4.7%), GE (4.5%) and MU (4.3%). Compared with Q1 2026, the fund opened new positions in AMD, NBIS and NOK, added to STT, GE and TSM, trimmed MU, GEV and VRT and sold out of ONDS, PRIM and RKT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  STT State Str Corp | $57.2M | 4.7% | 338K | +201K (+148%) | 5 of 8 | |
| 2 |  GE GE Aerospace | $54.7M | 4.5% | 146K | +84K (+136%) | 8 of 8 | |
| 3 |  MU Micron Technology Inc | $52.4M | 4.3% | 45K | −4,839 (−10%) | 4 of 8 | |
| 4 |  GEV GE Vernova Inc | $50.9M | 4.2% | 43K | −7,066 (−14%) | 8 of 8 | |
| 5 |  VRT Vertiv Holdings Co | $40.9M | 3.4% | 122K | −43K (−26%) | 8 of 8 | |
| 6 |  HUT Hut 8 Corp | $40.6M | 3.3% | 352K | −73K (−17%) | 4 of 8 | |
| 7 |  AMD Advanced Micro Devices Inc | $38.9M | 3.2% | 67K | New position | 1 of 8 | |
| 8 |  TSM Taiwan Semiconductor Mfg Ltd | $36.8M | 3.0% | 77K | +219 (+0%) | 8 of 8 | |
| 9 |  NBIS Nebius Group | $36.7M | 3.0% | 133K | New position | 3 of 8 | |
| 10 |  MKSI Mks Inc. | $35.3M | 2.9% | 79K | +12K (+17%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ONDS Ondas Hldgs Inc | $14.6M | 1.6M |
 PRIM Primoris Svcs Corp | $14.3M | 100K |
 RKT Rocket Companies Cla A | $13.3M | 932K |
 DOCN Digitalocean Hldgs Inc | $12.5M | 146K |
 SOXL Direxion Shs ETF TR | $10.9M | 228K |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Thames Capital Management 13F FAQ
What does Thames Capital Management own?
Thames Capital Management reported 56 stocks worth $1.2B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are STT (4.7%), GE (4.5%) and MU (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Thames Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 24 new positions, 9 added to, 13 trimmed and 11 sold out. New positions include AMD, NBIS and NOK. It sold all of ONDS, PRIM and RKT.
When will Thames Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Thames Capital Management's portfolio worth?
The Q2 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.