StockDriftsStockDriftsTop 43 Thames Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | 7.88% | 50.4K | $44.0M | -7.45%(-4.05K) | $159.49(+583.77%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 7.42% | 165.2K | $41.4M | -7.70%(-13.79K) | $45.61(+724.93%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.65% | 76.8K | $26.0M | +0.00%(+0) | $207.35(+101.46%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.63% | 116.2K | $20.3M | -31.17%(-52.62K) | $114.67(+105.59%) | 2026-03-31 | |
| HUT | HUT 8 CORP | 3.58% | 425.3K | $20.0M | -19.48%(-102.91K) | $26.71(+309.55%) | 2026-03-31 | |
| AGX | ARGAN INC | 3.56% | 36.5K | $19.9M | -29.61%(-15.34K) | $147.30(+402.99%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 3.3% | 145.7K | $18.4M | -4.61%(-7.04K) | $32.69(+295.25%) | 2026-03-31 | |
| FN | FABRINET | 3.23% | 34.6K | $18.0M | new | $363.17(+105.54%) | 2026-03-31 | |
| GE | GE AEROSPACE | 3.16% | 62.1K | $17.6M | +0.00%(+0) | $108.12(+169.64%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 3.1% | 34.7K | $17.3M | -9.15%(-3.49K) | $211.89(+131.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.59% | +107.69% |
| Top 20 Holdings Unweighted | +25.87% | +99.40% |
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