Stock Taper 
THAMES CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 4.56K | $9.04M |
 Lumentum Holdings Inc. | LITE | 8.32K | $7.14M |
 Sterling Infrastructure, Inc. | STRL | 9K | $7.56M |
 Analog Devices, Inc. | ADI | 10.58K | $4.2M |
 Thermo Fisher Scientific Inc. | TMO | 13.2K | $6.62M |
 Sandisk Corporation | SNDK | 14.81K | $33.67M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 17.96K | $6.83M |
 Argan, Inc. | AGX | 19.51K | $15.58M |
 Celestica Inc. | CLS | 19.66K | $7.17M |
 Lam Research Corporation | LRCX | 22.36K | $9.69M |
 Meta Platforms, Inc. | META | 24.79K | $13.97M |
 Fabrinet | FN | 26.11K | $14.68M |
 Applied Materials, Inc. | AMAT | 28.14K | $20.34M |
 Amazon.com, Inc. | AMZN | 28.29K | $6.74M |
 Lattice Semiconductor Corporation | LSCC | 29.53K | $4.52M |
 Jabil Inc. | JBL | 31.46K | $12.13M |
 Mastercard Incorporated | MA | 34.66K | $17.8M |
 GE Vernova Inc. | GEV | 43.32K | $50.89M |
 Micron Technology, Inc. | MU | 45.39K | $52.39M |
 Visa Inc. | V | 45.66K | $15.67M |