SEC Form 13F

THAMES CAPITAL MANAGEMENT LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$1,215,948,448
Positions56

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR CORPSTTCOM$57,249,837337,558
GE AEROSPACEGECOM NEW$54,707,719146,383
MICRON TECHNOLOGY INCMUCOM$52,390,91545,388
GE VERNOVA INCGEVCOM$50,892,58543,318
VERTIV HOLDINGS COVRTCOM CL A$40,928,397122,240
HUT 8 CORPHUTCOM$40,633,523351,973
ADVANCED MICRO DEVICES INCAMDCOM$38,904,70566,972
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$36,776,71177,008
NEBIUS GROUP N.V.NBISSHS CLASS A$36,666,539132,768
MKS INC.MKSICOM$35,314,89679,395

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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