Stock Taper 
THAMES CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Penguin Solutions, Inc. | PENG | 185.13K | $14.07M |
 Intel Corp. | INTC | 223.72K | $31.24M |
 Applied Digital Corp. | APLD | 288.17K | $10.75M |
 Arteris, Inc. | AIP | 293.97K | $14.28M |
 State Street Corporation | STT | 337.56K | $57.25M |
 Hut 8 Corp. | HUT | 351.97K | $40.63M |
 Cantor Equity Partners I, Inc. Class A Ordinary Shares | CEPO | 362.9K | $4.87M |
 Varonis Systems, Inc. | VRNS | 381.28K | $16M |
 Forgent Power Solutions, Inc. | FPS | 398.91K | $22.28M |
 QuantumScape Corporation | QS | 574.03K | $4.34M |
 Cipher Mining Inc. | CIFR | 595.54K | $14.59M |
 Brookdale Senior Living Inc. | BKD | 757.71K | $12.19M |
 TeraWulf Inc. | WULF | 1.09M | $26.93M |
 Riot Platforms, Inc. | RIOT | 1.2M | $32.9M |
 Nokia Oyj | NOK | 2.55M | $33.87M |
 Keel Infrastructure Corp. | KEEL | 3.62M | $20.8M |