13F filer · graded
THAMES CAPITAL MANAGEMENT LLC
#41 of 161
rank in today's book
75th
percentile
64.7%
niche skew
9
names held
Recent disclosed buys
Early or late at disclosure, and where each name sits today.
•••2026-08-12— at buyEmerging now
•••2026-08-12Consensus at buyEmerging now
•••2026-05-12— at buyEarly Conviction now
•••2025-10-28— at buyEmerging now
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As of 2026-10-28. From mandatory 13F disclosures. Filings lag reality by up to 45 days. Evidence, not advice.