Thames Capital Management’s QuantumScape Corp QS Stock Holding History

Thames Capital Management’s Portfolio QS Stock Details QS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.34M	Buy	574,028 +204,342	+55%	+$1.53M	0.36%	55
2026 Q1	$2.36M	Hold	369,686	–	–	0.42%	41
2025 Q4	$3.85M	Sell	369,686 -317,020	-46%	-$4.37M	0.56%	47
2025 Q3	$8.46M	Buy	686,706 +271,227	+65%	+$2.65M	1.21%	35
2025 Q2	$2.79M	Buy	+415,479	New	+$1.76M	0.63%	39
2022 Q1	–	Sell	-28,890	Closed	-$641K	–	55
2021 Q4	$641K	Buy	+28,890	New	+$791K	0.12%	51

Other funds holding QS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CIG

Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thames Capital Management's QS Position: Q2 2026 in Review

Thames Capital Management increased its QuantumScape Corp (QS) stake by 55% in Q2 2026, buying an estimated $1.53M and bringing the position to 574,028 shares worth $4.34M. The position accounts for 0.36% of the portfolio, ranked #55.

Thames Capital Management first reported a position in QS in Q4 2021 and has held it in 6 quarters since. The position peaked at $8.46M in Q3 2025. 449 funds tracked by Wall St. Rank hold QS as of Q2 2026.

Thames Capital Management held 574,028 shares of QuantumScape Corp worth $4.34M as of Q2 2026.
Thames Capital Management bought 204,342 QuantumScape Corp shares in Q2 2026, an estimated $1.53M.
QuantumScape Corp made up 0.36% of Thames Capital Management's portfolio in Q2 2026, its #55 holding.
Thames Capital Management first reported a position in QuantumScape Corp in Q4 2021 and has held it in 6 quarters since.
Thames Capital Management's QuantumScape Corp position peaked at $8.46M in Q3 2025.
449 funds tracked by Wall St. Rank held QuantumScape Corp as of Q2 2026.

Based on Thames Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.