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| Name: |
THAMES CAPITAL MANAGEMENT LLC |
| City: |
Roseland |
| State: |
NJ |
| Zip: |
07068 |
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data |
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| Holdings
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8 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
1 |
- |
$424.52 |
$18,769,000 |
44,612 |
7.81% |
570,000 |
-3,784 |
0.001 |
Application Software |
|
|
FB |
Meta Platforms Inc |
2 |
- |
$493.76 |
$17,447,000 |
35,930 |
7.26% |
4,405,000 |
-917 |
0.001 |
Internet Service Prov... |
|
|
MA |
MasterCard Inc A |
3 |
- |
$448.68 |
$16,577,000 |
34,423 |
6.9% |
876,000 |
-2,389 |
0.003 |
Business Services |
|
|
AAPL |
Apple Inc |
5 |
- |
$194.48 |
$14,246,000 |
83,079 |
5.93% |
-3,021,000 |
-6,606 |
0 |
Personal Computers |
|
|
V |
Visa Inc |
6 |
- |
$277.04 |
$13,374,000 |
47,921 |
5.56% |
-122,000 |
-3,917 |
0.003 |
Business Services |
|
|
NVDA |
NVIDIA Corporation |
12 |
- |
$1,209.98 |
$9,427,000 |
10,433 |
3.92% |
2,035,000 |
-4,493 |
0 |
Semiconductor - Speci... |
|
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NOVT |
Novanta Inc |
13 |
- |
$162.43 |
$9,315,000 |
53,301 |
3.88% |
-929,000 |
-7,529 |
0.149 |
Scientific & Technica... |
|
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APH |
Amphenol Corp |
17 |
- |
$130.86 |
$8,086,000 |
70,103 |
3.36% |
-171,000 |
-13,187 |
0.012 |
Diversified Electronics |
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