THAMES CAPITAL MANAGEMENT LLC
Roseland NJ · SEC CIK 0001714267
$12.16亿2026Q2 申报市值
56持仓数
36.6%前十大占比 · 第一大 4.7%
22 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMD 新建仓+$3,890.47万
NBIS 新建仓+$3,666.65万
STT 加仓+$3,412.61万
NOK 新建仓+$3,387.18万
RIOT 新建仓+$3,290.01万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$1,779.88万
ONDS 清仓-$1,459.34万
VRT 减仓-$1,438.09万
PRIM 清仓-$1,430.47万
AGX 减仓-$1,353.06万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| STT | STATE STR CORP | $5,724.98万 | 4.71% | 337,558 | 201,215 | 147.6% | $3,412.61万 | 加仓 |
| GE | GE AEROSPACE | $5,470.77万 | 4.50% | 146,383 | 84,322 | 135.9% | $3,151.37万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $5,239.09万 | 4.31% | 45,388 | -4,839 | -9.6% | -$558.56万 | 减仓 |
| GEV | GE VERNOVA INC | $5,089.26万 | 4.19% | 43,318 | -7,066 | -14.0% | -$830.16万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $4,092.84万 | 3.37% | 122,240 | -42,951 | -26.0% | -$1,438.09万 | 减仓 |
| HUT | HUT 8 CORP | $4,063.35万 | 3.34% | 351,973 | -73,364 | -17.2% | -$846.95万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,890.47万 | 3.20% | 66,972 | 66,972 | — | $3,890.47万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,677.67万 | 3.02% | 77,008 | 219 | 0.3% | $10.46万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $3,666.65万 | 3.02% | 132,768 | 132,768 | — | $3,666.65万 | 新建仓 |
| MKSI | MKS INC. | $3,531.49万 | 2.90% | 79,395 | 11,727 | 17.3% | $521.62万 | 加仓 |
| NOK | NOKIA CORP | $3,387.18万 | 2.79% | 2,550,584 | 2,550,584 | — | $3,387.18万 | 新建仓 |
| SNDK | SANDISK CORP | $3,366.94万 | 2.77% | 14,808 | -7,828 | -34.6% | -$1,779.88万 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $3,290.01万 | 2.71% | 1,201,609 | 1,201,609 | — | $3,290.01万 | 新建仓 |
| INTC | INTEL CORP | $3,123.87万 | 2.57% | 223,725 | 223,725 | — | $3,123.87万 | 新建仓 |
| KLAC | KLA CORP | $2,857.80万 | 2.35% | 94,720 | 94,720 | — | $2,857.80万 | 新建仓 |
| ALAB | ASTERA LABS INC | $2,788.62万 | 2.29% | 57,733 | 57,733 | — | $2,788.62万 | 新建仓 |
| WULF | TERAWULF INC | $2,692.80万 | 2.21% | 1,090,203 | 304,265 | 38.7% | $751.53万 | 加仓 |
| NTRS | NORTHERN TR CORP | $2,618.36万 | 2.15% | 150,619 | 150,619 | — | $2,618.36万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $2,618.29万 | 2.15% | 70,220 | 31,953 | 83.5% | $1,191.43万 | 加仓 |
| APH | AMPHENOL CORP | $2,506.19万 | 2.06% | 142,139 | -3,536 | -2.4% | -$62.35万 | 减仓 |
| FLEX | FLEX LTD | $2,422.53万 | 1.99% | 149,474 | 149,474 | — | $2,422.53万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $2,324.43万 | 1.91% | 116,169 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $2,281.27万 | 1.88% | 60,391 | 60,391 | — | $2,281.27万 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $2,228.32万 | 1.83% | 398,912 | 398,912 | — | $2,228.32万 | 新建仓 |
| C | CITIGROUP INC | $2,141.93万 | 1.76% | 153,039 | 399 | 0.3% | $5.58万 | 重新持有 |
| KEEL | KEEL INFRASTRUCTURE CORP | $2,079.54万 | 1.71% | 3,622,886 | 3,622,886 | — | $2,079.54万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $2,034.38万 | 1.67% | 28,138 | 28,138 | — | $2,034.38万 | 新建仓 |
| COHR | COHERENT CORP | $1,809.95万 | 1.49% | 45,883 | -8,698 | -15.9% | -$343.11万 | 减仓 |
| AAPL | APPLE INC | $1,788.42万 | 1.47% | 61,806 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $1,780.29万 | 1.46% | 34,663 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $1,760.75万 | 1.45% | 52,823 | 6,479 | 14.0% | $215.96万 | 加仓 |
| VRNS | VARONIS SYS INC | $1,599.86万 | 1.32% | 381,281 | 381,281 | — | $1,599.86万 | 新建仓 |
| V | VISA INC | $1,566.62万 | 1.29% | 45,662 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $1,558.29万 | 1.28% | 19,514 | -16,944 | -46.5% | -$1,353.06万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $1,528.87万 | 1.26% | 177,301 | 177,301 | — | $1,528.87万 | 新建仓 |
| FN | FABRINET | $1,467.82万 | 1.21% | 26,114 | -8,483 | -24.5% | -$476.81万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $1,459.07万 | 1.20% | 595,538 | 595,538 | — | $1,459.07万 | 新建仓 |
| AIP | ARTERIS INC | $1,428.41万 | 1.17% | 293,973 | 0 | 0.0% | — | 不变 |
| PENG | PENGUIN SOLUTIONS INC | $1,407.16万 | 1.16% | 185,128 | 185,128 | — | $1,407.16万 | 新建仓 |
| META | META PLATFORMS INC | $1,396.62万 | 1.15% | 24,794 | 0 | 0.0% | — | 不变 |
| BKD | BROOKDALE SR LIVING INC | $1,219.16万 | 1.00% | 757,710 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $1,212.60万 | 1.00% | 31,457 | 22,585 | 254.6% | $870.61万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $1,074.86万 | 0.88% | 288,167 | 288,167 | — | $1,074.86万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $969.14万 | 0.80% | 22,365 | 22,365 | — | $969.14万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $903.97万 | 0.74% | 4,561 | -5,548 | -54.9% | -$1,099.59万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $755.59万 | 0.62% | 9,002 | -6,660 | -42.5% | -$559.01万 | 减仓 |
| CLS | CELESTICA INC | $717.01万 | 0.59% | 19,655 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $714.25万 | 0.59% | 8,324 | -3,943 | -32.1% | -$338.33万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $683.14万 | 0.56% | 17,960 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $674.26万 | 0.55% | 28,290 | -10,520 | -27.1% | -$250.73万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $661.90万 | 0.54% | 13,202 | 0 | 0.0% | — | 不变 |
| CEPO | CANTOR EQUITY PARTNERS I INC | $487.02万 | 0.40% | 362,904 | 362,904 | — | $487.02万 | 新建仓 |
| IREN | IREN LIMITED | $455.09万 | 0.37% | 99,516 | -38,848 | -28.1% | -$177.65万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $451.69万 | 0.37% | 29,530 | 29,530 | — | $451.69万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $433.97万 | 0.36% | 574,028 | 204,342 | 55.3% | $154.48万 | 加仓 |
| ADI | ANALOG DEVICES INC | $420.05万 | 0.35% | 10,576 | 10,576 | — | $420.05万 | 新建仓 |
| ONDS | ONDAS INC | $0 | 0.00% | 0 | -1,614,315 | -100.0% | -$1,459.34万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -100,005 | -100.0% | -$1,430.47万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -932,268 | -100.0% | -$1,328.48万 | 清仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $0 | 0.00% | 0 | -145,984 | -100.0% | -$1,252.25万 | 清仓 |
| SOXL | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -227,953 | -100.0% | -$1,092.12万 | 清仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $0 | 0.00% | 0 | -526,832 | -100.0% | -$888.24万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -14,828 | -100.0% | -$719.02万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | -74,334 | -100.0% | -$628.79万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -53,601 | -100.0% | -$385.55万 | 清仓 |
| IDR | IDAHO STRATEGIC RESOURCES | $0 | 0.00% | 0 | -91,929 | -100.0% | -$295.28万 | 清仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $0 | 0.00% | 0 | -116,196 | -100.0% | -$99.00万 | 清仓 |