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

• New Purchases: CRM, XPO, AMZN, MSFT, PTC, HRS, CVX, BOX, GPN, ZEN,
• Added Positions: ROP, RP, MAR, BA, BAC, DXC, NOC, WWE, MSCI, MA,
• Reduced Positions: NOW, ADBE,
• Sold Out: BIO, IBP, BLD, CWH, CDK, SHW, CZR, LUV, LB, DAL,

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.