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INSTITUTIONS
CIK 0002060298
THOMA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)
STOCK
TICKER
SHARES HELD
▲
▼
VALUE
▲
▼
Visa Inc.
V
654
$224.38K
Advanced Micro Devices, Inc.
AMD
400
$232.36K
Micron Technology, Inc.
MU
225
$259.71K