THAMES CAPITAL MANAGEMENT LLC: MU position timeline

THAMES CAPITAL MANAGEMENT LLC held 45,388 MU 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 45,388 shares

   Change vs previous 13F -4,839 shares

   4.31% of the 13F portfolio, value $52,390,915.

   13F-HR 0001714267-26-000003 filed by THAMES CAPITAL MANAGEMENT LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 50,227 shares

   Change vs previous 13F -22,625 shares

   3.04% of the 13F portfolio, value $16,968,690.

   13F-HR 0001714267-26-000002 filed by THAMES CAPITAL MANAGEMENT LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 72,852 shares

   Change vs previous 13F +72,852 shares

   3.02% of the 13F portfolio, value $20,792,689.

   13F-HR 0001714267-26-000001 filed by THAMES CAPITAL MANAGEMENT LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -92,276 shares

   13F-HR 0001714267-25-000009 filed by THAMES CAPITAL MANAGEMENT LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

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

5. period ended2025-06-30

   13F 92,276 shares

   Change vs previous 13F not available

   2.58% of the 13F portfolio, value $11,373,017.

   13F-HR 0001714267-25-000006 filed by THAMES CAPITAL MANAGEMENT LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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