Stock Taper 
THAMES CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Coherent, Inc. | COHR | 45.88K | $18.1M |
 Silicon Motion Technology Corporation | SIMO | 52.82K | $17.61M |
 Astera Labs, Inc. Common Stock | ALAB | 57.73K | $27.89M |
 Broadcom Inc. | AVGO | 60.39K | $22.81M |
 Apple Inc. | AAPL | 61.81K | $17.88M |
 Advanced Micro Devices, Inc. | AMD | 66.97K | $38.9M |
 Advanced Energy Industries, Inc. | AEIS | 70.22K | $26.18M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 77.01K | $36.78M |
 MKS Inc. | MKSI | 79.39K | $35.31M |
 KLA Corporation | KLAC | 94.72K | $28.58M |
 IREN Limited | IREN | 99.52K | $4.55M |
 NVIDIA Corporation | NVDA | 116.17K | $23.24M |
 Vertiv Holdings Co | VRT | 122.24K | $40.93M |
 Nebius Group N.V. | NBIS | 132.77K | $36.67M |
 Amphenol Corporation | APH | 142.14K | $25.06M |
 GE Aerospace | GE | 146.38K | $54.71M |
 Flex Ltd. | FLEX | 149.47K | $24.23M |
 Northern Trust Corporation | NTRS | 150.62K | $26.18M |
 Citigroup Inc. | C | 153.04K | $21.42M |
 Amkor Technology, Inc. | AMKR | 177.3K | $15.29M |