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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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10 |
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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 |
- |
$420.99 |
$18,199,000 |
48,396 |
9.38% |
2,918,000 |
0 |
0.001 |
Application Software |
|
|
MA |
MasterCard Inc A |
4 |
- |
$458.87 |
$15,701,000 |
36,812 |
8.09% |
1,127,000 |
0 |
0.004 |
Business Services |
|
|
V |
Visa Inc |
5 |
- |
$279.84 |
$13,496,000 |
51,838 |
6.95% |
1,573,000 |
0 |
0.003 |
Business Services |
|
|
FB |
Meta Platforms Inc |
6 |
- |
$473.23 |
$13,042,000 |
36,847 |
6.72% |
1,980,000 |
0 |
0.002 |
Internet Service Prov... |
|
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NOVT |
Novanta Inc |
8 |
- |
$164.55 |
$10,244,000 |
60,830 |
5.28% |
1,519,000 |
0 |
0.17 |
Scientific & Technica... |
|
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APH |
Amphenol Corp |
10 |
- |
$131.71 |
$8,257,000 |
83,290 |
4.25% |
1,261,000 |
0 |
0.014 |
Diversified Electronics |
|
|
TMO |
Thermo Fisher Scientific |
13 |
- |
$597.15 |
$7,007,000 |
13,202 |
3.61% |
325,000 |
0 |
0.003 |
Medical Laboratories ... |
|
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CMG |
Chipotle Mexican Grill Inc |
16 |
- |
$3,145.88 |
$5,111,000 |
2,235 |
2.63% |
1,017,000 |
0 |
0.008 |
Restaurants |
|
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AIP |
Arteris, Inc. |
23 |
- |
$0.00 |
$1,732,000 |
293,973 |
0.89% |
-182,000 |
0 |
0.941 |
N/A |
|
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UFPT |
UFP Technologies Inc |
24 |
- |
$261.42 |
$1,369,000 |
7,955 |
0.71% |
85,000 |
0 |
0.106 |
Packaging & Containers |
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