Investments: THAMES CAPITAL MANAGEMENT LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
687.766.844 $+90.471.925 $700.841.567 $+287.289.458 $441.401.261 $+208.653.251 $235.639.514 $+235.639.514 $
BANK OF AMERICA CORP /DE/BAC364.785.855 $-20.677.498 $385.463.353 $+147.042.253 $238.421.100 $+110.203.023 $128.218.077 $+128.218.077 $
STATE STREET CORPSTT33.812.747 $+24.274.869 $9.537.878 $+795.029 $8.742.849 $+8.742.849 $
NVIDIA CORPNVDA31.478.403 $+14.597.577 $16.880.826 $+2.586.681 $14.294.145 $+4.488.464 $9.805.681 $+9.805.681 $
AMERICAN EXPRESS COAXP29.767.287 $+20.538.554 $9.228.733 $-4.033.179 $13.261.912 $+13.261.912 $
Vertiv Holdings CoVRT28.996.550 $+1.995.627 $27.000.923 $+4.018.101 $22.982.822 $+11.338.550 $11.644.272 $+11.644.272 $
IREN LtdIREN24.074.761 $+24.074.761 $
MICROSOFT CORPMSFT21.867.846 $+713.214 $21.154.632 $+838.915 $20.315.717 $+4.983.663 $15.332.054 $+15.332.054 $
Mastercard IncMA21.781.926 $+2.201.779 $19.580.147 $+236.486 $19.343.661 $+475.726 $18.867.935 $+18.867.935 $
MICRON TECHNOLOGY INCMU20.792.689 $+9.419.672 $11.373.017 $+11.373.017 $
Bitfarms LtdBITF19.833.993 $+19.833.993 $
GENERAL ELECTRIC COGE19.116.650 $+447.460 $18.669.190 $+2.695.309 $15.973.881 $+3.552.372 $12.421.509 $+12.421.509 $
Bloom Energy CorpBE18.089.608 $+18.089.608 $
CITIGROUP INCC17.811.562 $+17.811.562 $
APPFOLIO INCAPPF16.802.579 $+1.064.917 $15.737.662 $+3.056.925 $12.680.737 $-1.048.230 $13.728.967 $+13.728.967 $
ARGAN INCAGX16.228.096 $+5.052.617 $11.175.479 $+11.175.479 $
NETFLIX INCNFLX11.944.840 $-1.396.912 $13.341.752 $+13.341.752 $
ALPHA PRO TECH LTDAPT12.739.726 $+2.845.070 $9.894.656 $+9.894.656 $
AppLovin CorpAPP12.618.627 $+617.572 $12.001.055 $+9.278.483 $2.722.572 $+2.722.572 $
CAMECO CORPCCJ8.978.219 $+4.213.915 $4.764.304 $+4.764.304 $
AMAZON COM INCAMZN8.958.124 $+1.555.102 $7.403.022 $-176.025 $7.579.047 $-1.030.979 $8.610.026 $+8.610.026 $
QuantumScape CorpQS3.852.128 $-4.608.090 $8.460.218 $+5.668.199 $2.792.019 $+2.792.019 $
NOVANTA INCNOVT6.342.286 $+1.004.191 $5.338.095 $-2.883.384 $8.221.479 $+1.405.880 $6.815.599 $+6.815.599 $
HIGHBRIDGE CAPITAL MANAGEMENT LLC8.148.047 $+8.148.047 $
BBB FOODS INCTBBB7.341.993 $+7.341.993 $
TWILIO INCTWLO4.451.964 $-2.851.926 $7.303.890 $+7.303.890 $
Talen Energy CorpTLN5.891.088 $+5.891.088 $
CELESTICA INCCLS5.810.215 $+967.616 $4.842.599 $+4.842.599 $
Galaxy Digital Inc.GLXY5.759.804 $+5.759.804 $
Nebius Group N.V.NBIS3.714.677 $-1.676.180 $5.390.857 $+5.390.857 $
Sandisk CorpSNDK5.373.334 $+5.373.334 $
Amrize LtdAMRZ4.682.178 $+4.682.178 $
WELLTOWER INC.WELL4.676.444 $+4.676.444 $
ORACLE CORPORCL4.595.462 $+1.872.207 $2.723.255 $+2.723.255 $
CECO ENVIRONMENTAL CORPCECO4.153.770 $+600.336 $3.553.434 $+3.553.434 $
MORGAN STANLEYMS3.889.166 $+3.889.166 $
UFP TECHNOLOGIES INCUFPT1.604.603 $+1.604.603 $
SAP SESAP1.286.901 $+1.286.901 $
687.766.844 $+90.471.925 $700.841.567 $+287.289.458 $441.401.261 $+208.653.251 $235.639.514 $+235.639.514 $
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