THAMES CAPITAL MANAGEMENT LLC QS — QUANTUMSCAPE CORP

Ownership history in THAMES CAPITAL MANAGEMENT LLC  ·  5 quarters on record

AI Ownership Summary

THAMES CAPITAL MANAGEMENT LLC reported QUANTUMSCAPE CORP (QS) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.21% in 2025 Q3. The latest visible filing shows QS at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was THAMES CAPITAL MANAGEMENT LLC's position in QUANTUMSCAPE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

QS was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.21% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QS stock page THAMES CAPITAL MANAGEMENT LLC fund profile THAMES CAPITAL MANAGEMENT LLC full holdings
How THAMES CAPITAL MANAGEMENT LLC held QS — position size vs. price
% of Fund (quarterly)    QS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 369,686 — 0% 0.42% $2.4M 2026-05-12 $8.42
2025 Q4 REDUCED 46.2% -38.8% ✅ 369,686 -317,020 -46.2% 0.56% $3.9M 2026-02-10 $8.94
2025 Q3 ADDED — — — 686,706 +271,227 +65.3% 1.21% $8.5M 2025-10-28 $15.59
2025 Q2 ADDED — — — 415,479 +386,589 +1338.1% 0.63% $2.8M 2025-08-11 $9.08
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding QS

As of 2026 Q1 — sorted by position size

Capricorn Investment Group LLC 3Y 13.08% Arthedge Capital Management, LLC 3Y 4.68% GUARDIAN INVESTMENT MANAGEMENT 3Y 7Y 2.44% Green Alpha Advisors, LLC 3Y 0.86% Defiance ETFs, LLC 0.28% TWINBEECH CAPITAL LP 3Y 0.27% Bayforest Capital Ltd 0.25% Spurstone Advisory Services, LLC 0.21% Cordgrass Capital Advisors, LLC 3Y 0.17% LGT Financial Advisors LLC 3Y 0.16%

FAQ About THAMES CAPITAL MANAGEMENT LLC and QS

These are the practical questions this page is built to answer before you even open the full history table.

How long has THAMES CAPITAL MANAGEMENT LLC reported owning QS?

THAMES CAPITAL MANAGEMENT LLC reported QS across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported QS position in THAMES CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for QS was 1.21% in 2025 Q3.

What is the latest reported QS position on this page?

The most recent filing on this page is 2026 Q1, when THAMES CAPITAL MANAGEMENT LLC reported 369,686 shares, equal to 0.42% of portfolio, with an estimated market value of $2.4M.

What does the chart on this QS ownership page compare?

The chart compares THAMES CAPITAL MANAGEMENT LLC's quarterly QS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did THAMES CAPITAL MANAGEMENT LLC time their QS position?

Based on 13F filing dates vs. subsequent QS price moves, THAMES CAPITAL MANAGEMENT LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on QS relative to SPY over the holding period was -26.7%.

← Back to THAMES CAPITAL MANAGEMENT LLC Holdings