HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
48,396 | UNCH | $18,199 |
| MSFT | 48,396 | UNCH | $18,199 |
| DIREXION SHS ETF TR (TNA) |
449,807 | +449,807 | $17,745 |
| TNA | 449,807 | +449,807 | $17,745 |
| APPLE INC |
89,685 | -13,279 | $17,267 |
| AAPL | 89,685 | -13,279 | $17,267 |
| MASTERCARD INCORPORATED |
36,812 | UNCH | $15,701 |
| MA | 36,812 | UNCH | $15,701 |
| VISA INC |
51,838 | UNCH | $13,496 |
| V | 51,838 | UNCH | $13,496 |
| META PLATFORMS INC |
36,847 | UNCH | $13,042 |
| META | 36,847 | UNCH | $13,042 |
| UBER TECHNOLOGIES INC |
182,380 | +10,639 | $11,229 |
| UBER | 182,380 | +10,639 | $11,229 |
| NOVANTA INC |
60,830 | UNCH | $10,244 |
| NOVT | 60,830 | UNCH | $10,244 |
| SALESFORCE INC |
36,300 | +3,948 | $9,552 |
| CRM | 36,300 | +3,948 | $9,552 |
| AMPHENOL CORP NEW |
83,290 | UNCH | $8,257 |
| APH | 83,290 | UNCH | $8,257 |
| AMAZON COM INC |
51,747 | +6,753 | $7,862 |
| AMZN | 51,747 | +6,753 | $7,862 |
| NVIDIA CORPORATION |
14,926 | +980 | $7,392 |
| NVDA | 14,926 | +980 | $7,392 |
| THERMO FISHER SCIENTIFIC INC |
13,202 | UNCH | $7,007 |
| TMO | 13,202 | UNCH | $7,007 |
| VERTIV HOLDINGS CO |
131,966 | +71,422 | $6,338 |
| VRT | 131,966 | +71,422 | $6,338 |
| GENERAL ELECTRIC CO |
46,966 | +19,763 | $5,994 |
| GE | 46,966 | +19,763 | $5,994 |
| CHIPOTLE MEXICAN GRILL INC |
2,235 | UNCH | $5,111 |
| CMG | 2,235 | UNCH | $5,111 |
| INGERSOLL RAND INC |
49,340 | +49,340 | $3,816 |
| IR | 49,340 | +49,340 | $3,816 |
| LPL FINL HLDGS INC |
12,662 | -10,845 | $2,882 |
| LPLA | 12,662 | -10,845 | $2,882 |
| CHEWY INC |
116,712 | +116,712 | $2,758 |
| CHWY | 116,712 | +116,712 | $2,758 |
| SPOTIFY TECHNOLOGY S A |
14,489 | +14,489 | $2,723 |
| SPOT | 14,489 | +14,489 | $2,723 |
| ALPHABET INC |
18,698 | -32,198 | $2,612 |
| GOOGL | 18,698 | -32,198 | $2,612 |
| BUILDERS FIRSTSOURCE INC |
10,712 | +10,712 | $1,788 |
| BLDR | 10,712 | +10,712 | $1,788 |
| ARTERIS INC |
293,973 | UNCH | $1,732 |
| AIP | 293,973 | UNCH | $1,732 |
See Full List: All Stocks Held By Thames Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Thames Capital Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $194,116 At 09/30/2023: $174,984 Thames Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Thames Capital Management LLC 13F filings. Link to 13F filings: SEC filings |
