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Midas Edge

13-F holdings, Q2 2026

Thames Capital Management LLC

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$1.2B
Positions
56
Filed
Data as of

These holdings are as of , 133 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. STT$57.2M
    337,558 shares4.7% of the book
  2. GE$54.7M
    146,383 shares4.5% of the book
  3. MU$52.4M
    45,388 shares4.3% of the book
  4. GEV$50.9M
    43,318 shares4.2% of the book
  5. VRT$40.9M
    122,240 shares3.4% of the book
  6. HUT$40.6M
    351,973 shares3.3% of the book
  7. AMD$38.9M
    66,972 shares3.2% of the book
  8. TSM$36.8M
    77,008 shares3% of the book
  9. NBIS$36.7M
    132,768 shares3% of the book
  10. MKSI$35.3M
    79,395 shares2.9% of the book

What changed this quarter

23 new positions and 11 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • AMD

    ADVANCED MICRO DEVICES INC

    +$38.9M

    New

  • NBIS

    NEBIUS GROUP N.V.

    +$36.7M

    New

  • STT

    STATE STR CORP

    +$34.1M

    +147.6% shares

  • NOK

    NOKIA CORP

    +$33.9M

    New

  • RIOT

    RIOT PLATFORMS INC

    +$32.9M

    New

Largest sells

  • SNDK

    SANDISK CORP

    −$17.8M

    -34.6% shares

  • ONDS

    ONDAS INC

    −$14.6M

    Sold out, was 2.6% of the book

  • VRT

    VERTIV HOLDINGS CO

    −$14.4M

    -26% shares

  • PRIM

    PRIMORIS SVCS CORP

    −$14.3M

    Sold out, was 2.6% of the book

  • AGX

    ARGAN INC

    −$13.5M

    -46.5% shares

What was sold out, by size

  • 10 real positions, 0.25% of the book or more
  • 1 small, between 0.015% and 0.25%

Not counted as trades: KEEL INFRASTRUCTURE CORP (newly listed or spun off).

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.