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13F filer · graded

THAMES CAPITAL MANAGEMENT LLC

#34 of 134

rank in today's book

75th

percentile

64.7%

niche skew

10

names held

Recent disclosed buys

Early or late at disclosure — and where each name sits today.

AMZN2026-08-12— at buyConsensus now
INTC2026-08-12Consensus at buyConsensus now+7.6%
•••2026-08-12— at buyEarly Conviction now
•••2026-08-12— at buyEmerging now
AMAT2026-08-12Consensus at buyConsensus now−18.9%
AVGO2026-08-12Consensus at buyFading now−14%
FN2026-05-12— at buyFading now
LITE2026-05-12— at buyConsensus now
•••2026-02-10— at buyEarly Conviction now
GLW2025-10-28— at buyConsensus now
3 of these names are live convictions — see which, and how early →

Similar filers

GARDNER LEWIS ASSET MANAGEMENT L P · 3 sharedMivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) · 2 sharedTIGER GLOBAL MANAGEMENT LLC · 2 sharedSeaTown Holdings Pte. Ltd. · 2 sharedBIRINYI ASSOCIATES INC · 2 shared

As of 2026-09-18. From mandatory 13F disclosures — filings lag reality by up to 45 days. Evidence, not advice.

The evidence base updates this week.

The specialists — not the whales — are already positioned for what comes next. Stop finding out last.

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