Thames Capital Management as of March 31, 2023
Portfolio Holdings for Thames Capital Management
Thames Capital Management holds 19 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 14.2 | $20M | 123k | 164.90 | |
| Microsoft Corporation (MSFT) | 9.8 | $14M | 48k | 288.30 | |
| Mastercard Incorporated Cl A (MA) | 9.4 | $13M | 37k | 363.41 | |
| Visa Com Cl A (V) | 8.2 | $12M | 52k | 225.46 | |
| Novanta (NOVT) | 6.8 | $9.7M | 61k | 159.09 | |
| Bio Rad Labs Cl A (BIO) | 6.1 | $8.7M | 18k | 479.02 | |
| Nxp Semiconductors N V (NXPI) | 5.8 | $8.2M | 44k | 186.47 | |
| Thermo Fisher Scientific (TMO) | 5.4 | $7.6M | 13k | 576.37 | |
| Chipotle Mexican Grill (CMG) | 4.9 | $6.9M | 4.1k | 1708.29 | |
| Amphenol Corp Cl A (APH) | 4.8 | $6.8M | 83k | 81.72 | |
| salesforce (CRM) | 4.4 | $6.3M | 32k | 199.78 | |
| Entegris (ENTG) | 4.2 | $6.0M | 73k | 82.01 | |
| Analog Devices (ADI) | 4.0 | $5.7M | 29k | 197.22 | |
| Boeing Company (BA) | 3.0 | $4.3M | 20k | 212.43 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 2.8 | $4.0M | 250k | 15.96 | |
| Monster Beverage Corp (MNST) | 2.5 | $3.5M | 65k | 54.01 | |
| Lpl Financial Holdings (LPLA) | 1.9 | $2.6M | 13k | 202.40 | |
| Starbucks Corporation (SBUX) | 1.2 | $1.7M | 16k | 104.13 | |
| Vertiv Holdings Com Cl A (VRT) | 0.6 | $866k | 61k | 14.31 |
