Long-term investor

Thames Capital Management LLC @thamescapitalmanagementl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001714267).

Record

• Tracked since 2025-06-30 (431 days), 220 trades recorded
• Returns: week n/a · month n/a · 90 days +26.6% · 6 months +38.4% · 1 year +49.5% · all +49.5%
• Max drawdown 0.0% · Sharpe 1.82 · win rate 24% · data quality High
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• 857477103 · 4.7% · long · since 2025-06-30
• 369604301 · 4.5% · long · since 2025-06-30
• MU · 4.3% · long · since 2025-06-30
• GEV · 4.2% · long · since 2025-06-30
• VRT · 3.4% · long · since 2025-06-30
• HUT · 3.3% · long · since 2025-09-30
• AMD · 3.2% · long · since 2026-06-30
• TSM · 3.0% · long · since 2025-06-30
• NBIS · 3.0% · long · since 2025-06-30
• MKSI · 2.9% · long · since 2026-03-31
• NOK · 2.8% · long · since 2026-06-30
• SNDK · 2.8% · long · since 2025-12-31

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.