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Thames Capital Management’s TeraWulf WULF Stock Holding History

Thames Capital Management’s Portfolio WULF Stock Details WULF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.9M Buy
1,090,203
+304,265
+39% +$7M 2.21% 17
2026
Q1 		$11.3M Buy
785,938
+15,671
+2% +$232K 2.03% 25
2025
Q4 		$8.85M Sell
770,267
-678,824
-47% -$9.1M 1.29% 30
2025
Q3 		$16.5M Buy
1,449,091
+314,402
+28% +$2.4M 2.36% 17
2025
Q2 		$4.97M Buy
+1,134,689
New +$3.88M 1.13% 32

Other funds holding WULF

LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SM
Scoggin Management New York $935M AUM 301.8% 1-Year Est. Return

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

Thames Capital Management increased its TeraWulf (WULF) stake by 39% in Q2 2026, buying an estimated $7M and bringing the position to 1,090,203 shares worth $26.9M. The position accounts for 2.21% of the portfolio, ranked #17.

Thames Capital Management first reported a position in WULF in Q2 2025 and has held it in 5 quarters since. 501 funds tracked by Wall St. Rank hold WULF as of Q2 2026.

  • Thames Capital Management held 1,090,203 shares of TeraWulf worth $26.9M as of Q2 2026.
  • Thames Capital Management bought 304,265 TeraWulf shares in Q2 2026, an estimated $7M.
  • TeraWulf made up 2.21% of Thames Capital Management's portfolio in Q2 2026, its #17 holding.
  • Thames Capital Management first reported a position in TeraWulf in Q2 2025 and has held it in 5 quarters since.
  • 501 funds tracked by Wall St. Rank held TeraWulf as of Q2 2026.

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