Thames Capital Management LLC
- SEC CIK
- 0001714267
- 最新申報
- 2026/8/12
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/12 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 56
- 較 2026 年第 1 季 +13
- 總值
- $12.2 億
- 較 2026 年第 1 季 +$6.58 億 (+118.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| STTState Street Corp | COM | 337,558 | $5,725 萬 | 4.7% | +201,215+147.6% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 146,383 | $5,471 萬 | 4.5% | +84,322+135.9% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 45,388 | $5,239 萬 | 4.3% | −4,839−9.6% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 43,318 | $5,089 萬 | 4.2% | −7,066−14.0% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 122,240 | $4,093 萬 | 3.4% | −42,951−26.0% | 減碼 | 歷史 |
| HUTHut 8 Corp. | COM | 351,973 | $4,063 萬 | 3.3% | −73,364−17.2% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 66,972 | $3,890 萬 | 3.2% | +66,972 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 77,008 | $3,678 萬 | 3.0% | +219+0.3% | 加碼 | 歷史 |
| NBISNebius Group N.V. | Stock | 132,768 | $3,667 萬 | 3.0% | +132,768 | 新進 | 歷史 |
| MKSIMKS Inc | COM | 79,395 | $3,531 萬 | 2.9% | +11,727+17.3% | 加碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 2,550,584 | $3,387 萬 | 2.8% | +2,550,584 | 新進 | 歷史 |
| SNDKSandisk Corp | COM | 14,808 | $3,367 萬 | 2.8% | −7,828−34.6% | 減碼 | 歷史 |
| RIOTRiot Platforms, Inc. | COM | 1,201,609 | $3,290 萬 | 2.7% | +1,201,609 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 223,725 | $3,124 萬 | 2.6% | +223,725 | 新進 | 歷史 |
| KLACKLA Corp | COM NEW | 94,720 | $2,858 萬 | 2.4% | +94,720 | 新進 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 57,733 | $2,789 萬 | 2.3% | +57,733 | 新進 | 歷史 |
| WULFTerawulf Inc. | COM | 1,090,203 | $2,693 萬 | 2.2% | +304,265+38.7% | 加碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 150,619 | $2,618 萬 | 2.2% | +150,619 | 新進 | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 70,220 | $2,618 萬 | 2.2% | +31,953+83.5% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 142,139 | $2,506 萬 | 2.1% | −3,536−2.4% | 減碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 149,474 | $2,423 萬 | 2.0% | +149,474 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 116,169 | $2,324 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 60,391 | $2,281 萬 | 1.9% | +60,391 | 新進 | 歷史 |
| FPSForgent Power Solutions, Inc. | COM SHS CL A | 398,912 | $2,228 萬 | 1.8% | +398,912 | 新進 | 歷史 |
| CCitigroup Inc | Stock | 153,039 | $2,142 萬 | 1.8% | +153,039 | 新進 | 歷史 |
| KEELKeel Infrastructure Corp. | COM SHS | 3,622,886 | $2,080 萬 | 1.7% | +3,622,886 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 28,138 | $2,034 萬 | 1.7% | +28,138 | 新進 | 歷史 |
| COHRCoherent Corp. | COM | 45,883 | $1,810 萬 | 1.5% | −8,698−15.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 61,806 | $1,788 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 34,663 | $1,780 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 52,823 | $1,761 萬 | 1.4% | +6,479+14.0% | 加碼 | 歷史 |
| VRNSVaronis Systems Inc | COM | 381,281 | $1,600 萬 | 1.3% | +381,281 | 新進 | 歷史 |
| VVisa Inc. | Stock | 45,662 | $1,567 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| AGXArgan Inc | Stock | 19,514 | $1,558 萬 | 1.3% | −16,944−46.5% | 減碼 | 歷史 |
| AMKRAmkor Technology, Inc. | COM | 177,301 | $1,529 萬 | 1.3% | +177,301 | 新進 | 歷史 |
| FNFabrinet | SHS | 26,114 | $1,468 萬 | 1.2% | −8,483−24.5% | 減碼 | 歷史 |
| CIFRCipher Digital Inc. | COM | 595,538 | $1,459 萬 | 1.2% | +595,538 | 新進 | 歷史 |
| AIPArteris, Inc. | COM | 293,973 | $1,428 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| PENGPenguin Solutions, Inc. | Stock | 185,128 | $1,407 萬 | 1.2% | +185,128 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 24,794 | $1,397 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| BKDBrookdale Senior Living Inc. | COM | 757,710 | $1,219 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| JBLJabil Inc | Stock | 31,457 | $1,213 萬 | 1.0% | +22,585+254.6% | 加碼 | 歷史 |
| APLDApplied Digital Corp. | COM NEW | 288,167 | $1,075 萬 | 0.9% | +288,167 | 新進 | 歷史 |
| LRCXLam Research Corp | Stock | 22,365 | $969.1 萬 | 0.8% | +22,365 | 新進 | 歷史 |
| FIXComfort Systems USA Inc | COM | 4,561 | $904.0 萬 | 0.7% | −5,548−54.9% | 減碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 9,002 | $755.6 萬 | 0.6% | −6,660−42.5% | 減碼 | 歷史 |
| CLSCelestica Inc | Stock | 19,655 | $717.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LITELumentum Holdings Inc. | COM | 8,324 | $714.2 萬 | 0.6% | −3,943−32.1% | 減碼 | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 17,960 | $683.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 28,290 | $674.3 萬 | 0.6% | +28,290 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 13,202 | $661.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CEPOCantor Equity Partners I, Inc. | COM | 362,904 | $487.0 萬 | 0.4% | +362,904 | 新進 | 歷史 |
| IRENIREN Ltd | ORDINARY SHARES | 99,516 | $455.1 萬 | 0.4% | −38,848−28.1% | 減碼 | 歷史 |
| LSCCLattice Semiconductor Corp | COM | 29,530 | $451.7 萬 | 0.4% | +29,530 | 新進 | 歷史 |
| QSQuantumScape Corp | COM CL A | 574,028 | $434.0 萬 | 0.4% | +204,342+55.3% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 10,576 | $420.0 萬 | 0.3% | +10,576 | 新進 | 歷史 |
2026 年第 1 季之後清倉（11 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ONDSOndas Inc. | COM NEW | 1,614,315 | $1,459 萬 | 2.6% | 歷史 |
| PRIMPrimoris Services Corp | Stock | 100,005 | $1,430 萬 | 2.6% | 歷史 |
| RKTRocket Companies, Inc. | Stock | 932,268 | $1,328 萬 | 2.4% | 歷史 |
| DOCNDigitalOcean Holdings, Inc. | COM | 145,984 | $1,252 萬 | 2.2% | 歷史 |
| Direxion Shs ETF Tr25459W458 | DLY SCOND 3XBU | 227,953 | $1,092 萬 | 2.0% | – |
| AMPXAmprius Technologies, Inc. | COMMON STOCK | 526,832 | $888.2 萬 | 1.6% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 14,828 | $719.0 萬 | 1.3% | 歷史 |
| AAOIApplied Optoelectronics, Inc. | COM | 74,334 | $628.8 萬 | 1.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 53,601 | $385.6 萬 | 0.7% | 歷史 |
| IDRIdaho Strategic Resources, Inc. | COM NEW | 91,929 | $295.3 萬 | 0.5% | 歷史 |
| TTITetra Technologies Inc | COM | 116,196 | $99.0 萬 | 0.2% | 歷史 |