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THAMES CAPITAL MANAGEMENT LLC: TSM position timeline

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

THAMES CAPITAL MANAGEMENT LLC held 77,008 TSM 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 77,008 shares
    Change vs previous 13F +219 shares

    3.02% of the 13F portfolio, value $36,776,711.

    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 76,789 shares
    Change vs previous 13F 0 shares

    4.65% of the 13F portfolio, value $25,950,843.

    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 76,789 shares
    Change vs previous 13F +11,662 shares

    3.39% of the 13F portfolio, value $23,335,409.

    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 65,127 shares
    Change vs previous 13F 0 shares

    2.6% of the 13F portfolio, value $18,189,320.

    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 ended2025-06-30
    13F 65,127 shares
    Change vs previous 13F +51,471 shares

    3.34% of the 13F portfolio, value $14,750,614.

    13F-HR 0001714267-25-000006 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).

  6. period ended2025-03-31
    13F 13,656 shares
    Change vs previous 13F -53,320 shares

    0.87% of the 13F portfolio, value $2,266,896.

    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).

  7. period ended2024-12-31
    13F 66,976 shares
    Change vs previous 13F +27,811 shares

    3.59% of the 13F portfolio, value $13,227,090.

    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).

  8. period ended2024-09-30
    13F 39,165 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $6,801,786.

    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).