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THAMES CAPITAL MANAGEMENT LLC: AGX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of THAMES CAPITAL MANAGEMENT LLC on AGX, newest first. How the timeline and the estimate are built.

THAMES CAPITAL MANAGEMENT LLC held 19,514 AGX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,514 shares
    Change vs previous 13F -16,944 shares

    1.28% of the 13F portfolio, value $15,582,905.

    13F-HR 0001714267-26-000003 filed by THAMES CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,458 shares
    Change vs previous 13F -15,336 shares

    3.56% of the 13F portfolio, value $19,856,850.

    13F-HR 0001714267-26-000002 filed by THAMES CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 51,794 shares
    Change vs previous 13F +10,411 shares

    2.36% of the 13F portfolio, value $16,228,096.

    13F-HR 0001714267-26-000001 filed by THAMES CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 41,383 shares
    Change vs previous 13F +41,383 shares

    1.59% of the 13F portfolio, value $11,175,479.

    13F-HR 0001714267-25-000009 filed by THAMES CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -117,384 shares

    13F-HR 0001714267-25-000003 filed by THAMES CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 117,384 shares
    Change vs previous 13F +87,038 shares

    4.36% of the 13F portfolio, value $16,086,303.

    13F-HR 0001714267-25-000002 filed by THAMES CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 30,346 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $3,077,995.

    13F-HR 0001714267-24-000009 filed by THAMES CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).