THAMES CAPITAL MANAGEMENT LLC: STT position timeline

THAMES CAPITAL MANAGEMENT LLC held 337,558 STT 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 337,558 shares

   Change vs previous 13F +201,215 shares

   4.71% of the 13F portfolio, value $57,249,837.

   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 136,343 shares

   Change vs previous 13F -125,751 shares

   3.09% of the 13F portfolio, value $17,255,570.

   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 262,094 shares

   Change vs previous 13F +179,878 shares

   4.92% of the 13F portfolio, value $33,812,747.

   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 82,216 shares

   Change vs previous 13F 0 shares

   1.36% of the 13F portfolio, value $9,537,878.

   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).

5. period ended2025-06-30

   13F 82,216 shares

   Change vs previous 13F not available

   1.98% of the 13F portfolio, value $8,742,849.

   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).