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Thames Capital Management Llc Buys Salesforce.com Inc, XPO Logistics Inc, Amazon.com Inc, Sells Bio-Rad Laboratories Inc, Installed Building Products Inc, TopBuild Corp

Investment company Thames Capital Management Llc buys Salesforce.com Inc, XPO Logistics Inc, Amazon.com Inc, Microsoft Corp, PTC Inc, Harris Corp, Chevron Corp, Roper Technologies Inc, Box Inc, Global Payments Inc, sells Bio-Rad Laboratories Inc, Installed Building Products Inc, TopBuild Corp, Camping World Holdings Inc, CDK Global Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Thames Capital Management Llc. As of 2018-03-31, Thames Capital Management Llc owns 29 stocks with a total value of $238 million. These are the details of the buys and sells.

For the details of THAMES CAPITAL MANAGEMENT LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=THAMES+CAPITAL+MANAGEMENT+LLC

These are the top 5 holdings of THAMES CAPITAL MANAGEMENT LLC
  1. Salesforce.com Inc (CRM) - 98,510 shares, 4.82% of the total portfolio. New Position
  2. RealPage Inc (RP) - 220,960 shares, 4.79% of the total portfolio. Shares added by 102.46%
  3. SiteOne Landscape Supply Inc (SITE) - 141,990 shares, 4.6% of the total portfolio. Shares added by 3.21%
  4. Roper Technologies Inc (ROP) - 38,890 shares, 4.59% of the total portfolio. Shares added by 207.92%
  5. XPO Logistics Inc (XPO) - 102,930 shares, 4.41% of the total portfolio. New Position
New Purchase: Salesforce.com Inc (CRM)

Thames Capital Management Llc initiated holding in Salesforce.com Inc. The purchase prices were between $104.03 and $127.99, with an estimated average price of $114.83. The stock is now traded at around $128.13. The impact to a portfolio due to this purchase was 4.82%. The holding were 98,510 shares as of 2018-03-31.

New Purchase: XPO Logistics Inc (XPO)

Thames Capital Management Llc initiated holding in XPO Logistics Inc. The purchase prices were between $85.04 and $104.67, with an estimated average price of $96.45. The stock is now traded at around $106.67. The impact to a portfolio due to this purchase was 4.41%. The holding were 102,930 shares as of 2018-03-31.

New Purchase: Amazon.com Inc (AMZN)

Thames Capital Management Llc initiated holding in Amazon.com Inc. The purchase prices were between $1189.01 and $1598.39, with an estimated average price of $1430.19. The stock is now traded at around $1576.12. The impact to a portfolio due to this purchase was 4.27%. The holding were 7,010 shares as of 2018-03-31.

New Purchase: Microsoft Corp (MSFT)

Thames Capital Management Llc initiated holding in Microsoft Corp. The purchase prices were between $85.01 and $96.77, with an estimated average price of $91.45. The stock is now traded at around $97.32. The impact to a portfolio due to this purchase was 3.92%. The holding were 102,020 shares as of 2018-03-31.

New Purchase: PTC Inc (PTC)

Thames Capital Management Llc initiated holding in PTC Inc. The purchase prices were between $61.16 and $80.72, with an estimated average price of $72.94. The stock is now traded at around $84.65. The impact to a portfolio due to this purchase was 3.88%. The holding were 118,140 shares as of 2018-03-31.

New Purchase: Harris Corp (HRS)

Thames Capital Management Llc initiated holding in Harris Corp. The purchase prices were between $142.07 and $162.07, with an estimated average price of $152.75. The stock is now traded at around $154.88. The impact to a portfolio due to this purchase was 3.59%. The holding were 52,900 shares as of 2018-03-31.

Added: Roper Technologies Inc (ROP)

Thames Capital Management Llc added to a holding in Roper Technologies Inc by 207.92%. The purchase prices were between $259.4 and $289.86, with an estimated average price of $275.93. The stock is now traded at around $278.47. The impact to a portfolio due to this purchase was 3.1%. The holding were 38,890 shares as of 2018-03-31.

Added: RealPage Inc (RP)

Thames Capital Management Llc added to a holding in RealPage Inc by 102.46%. The purchase prices were between $45.3 and $53.95, with an estimated average price of $49.96. The stock is now traded at around $58.75. The impact to a portfolio due to this purchase was 2.42%. The holding were 220,960 shares as of 2018-03-31.

Added: Marriott International Inc (MAR)

Thames Capital Management Llc added to a holding in Marriott International Inc by 135.92%. The purchase prices were between $133.75 and $147.99, with an estimated average price of $140.14. The stock is now traded at around $138.86. The impact to a portfolio due to this purchase was 2.38%. The holding were 72,190 shares as of 2018-03-31.

Added: Boeing Co (BA)

Thames Capital Management Llc added to a holding in Boeing Co by 191.31%. The purchase prices were between $294.91 and $364.64, with an estimated average price of $337.41. The stock is now traded at around $342.12. The impact to a portfolio due to this purchase was 2.22%. The holding were 24,470 shares as of 2018-03-31.

Added: Bank of America Corporation (BAC)

Thames Capital Management Llc added to a holding in Bank of America Corporation by 109.87%. The purchase prices were between $29.17 and $32.84, with an estimated average price of $31.39. The stock is now traded at around $31.22. The impact to a portfolio due to this purchase was 2.18%. The holding were 330,210 shares as of 2018-03-31.

Added: DXC Technology Co (DXC)

Thames Capital Management Llc added to a holding in DXC Technology Co by 120.59%. The purchase prices were between $91.92 and $107.31, with an estimated average price of $101.19. The stock is now traded at around $100.87. The impact to a portfolio due to this purchase was 1.86%. The holding were 80,560 shares as of 2018-03-31.

Sold Out: Bio-Rad Laboratories Inc (BIO)

Thames Capital Management Llc sold out a holding in Bio-Rad Laboratories Inc. The sale prices were between $233.97 and $274.11, with an estimated average price of $254.18.

Sold Out: Installed Building Products Inc (IBP)

Thames Capital Management Llc sold out a holding in Installed Building Products Inc. The sale prices were between $55.55 and $77.6, with an estimated average price of $66.48.

Sold Out: TopBuild Corp (BLD)

Thames Capital Management Llc sold out a holding in TopBuild Corp. The sale prices were between $68 and $81.81, with an estimated average price of $75.6.

Sold Out: Camping World Holdings Inc (CWH)

Thames Capital Management Llc sold out a holding in Camping World Holdings Inc. The sale prices were between $30.48 and $46.79, with an estimated average price of $40.59.

Sold Out: CDK Global Inc (CDK)

Thames Capital Management Llc sold out a holding in CDK Global Inc. The sale prices were between $62.74 and $75.77, with an estimated average price of $70.14.

Sold Out: Sherwin-Williams Co (SHW)

Thames Capital Management Llc sold out a holding in Sherwin-Williams Co. The sale prices were between $385.25 and $432.84, with an estimated average price of $408.95.

Reduced: ServiceNow Inc (NOW)

Thames Capital Management Llc reduced to a holding in ServiceNow Inc by 56.42%. The sale prices were between $131.73 and $175.34, with an estimated average price of $154.33. The stock is now traded at around $173.42. The impact to a portfolio due to this sale was -2.55%. Thames Capital Management Llc still held 23,120 shares as of 2018-03-31.

Reduced: Adobe Systems Inc (ADBE)

Thames Capital Management Llc reduced to a holding in Adobe Systems Inc by 30.41%. The sale prices were between $177.7 and $229.75, with an estimated average price of $203.33. The stock is now traded at around $236.60. The impact to a portfolio due to this sale was -1.48%. Thames Capital Management Llc still held 29,660 shares as of 2018-03-31.



Here is the complete portfolio of THAMES CAPITAL MANAGEMENT LLC. Also check out:

1. THAMES CAPITAL MANAGEMENT LLC's Undervalued Stocks
2. THAMES CAPITAL MANAGEMENT LLC's Top Growth Companies, and
3. THAMES CAPITAL MANAGEMENT LLC's High Yield stocks
4. Stocks that THAMES CAPITAL MANAGEMENT LLC keeps buying

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