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 (465 days), 220 trades recorded
- Returns: week n/a · month n/a · 90 days -15.9% · 6 months +21.4% · 1 year +28.7% · all +28.7%
- Max drawdown n/a · data quality Good
- 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