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THAMES CAPITAL MANAGEMENT LLC: BKD position timeline

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

THAMES CAPITAL MANAGEMENT LLC held 757,710 BKD 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 757,710 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $12,191,554.

    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 757,710 shares
    Change vs previous 13F +226,455 shares

    1.86% of the 13F portfolio, value $10,365,473.

    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 531,255 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $5,732,241.

    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).