THAMES CAPITAL MANAGEMENT LLC 13F Holdings

CIK 0001714267 · Roseland, NJ

As of Sep 30, 2025, THAMES CAPITAL MANAGEMENT LLC reported 58 positions worth $700.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
GE VERNOVA INCGEVUtilities54,439$33.5M4.78%
VERTIV HOLDINGS COVRTIndustrials178,980$27.0M3.85%
HUT 8 CORPHUTFinancial Services720,587$25.1M3.58%
IREN LTDIRENFinancial Services512,993$24.1M3.44%
ROCKET COMPANIES INCRKTFinancial Services1,106,003$21.4M3.06%
MICROSOFT CORPMSFTTechnology40,843$21.2M3.02%
META PLATFORMS INCMETACommunication Services27,462$20.2M2.88%
BITFARMS LTDBITFFinancial Services7,033,331 9.8M2.83%
MASTERCARD INCMAFinancial Services34,423 9.6M2.79%
SPOTIFY TECHNOLOGY SASPOTCommunication Services27,881 9.5M2.78%
CIPHER MINING INCCIFRFinancial Services1,514,664 9.1M2.72%
GE AEROSPACEGEIndustrials62,061 8.7M2.66%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology65,127 8.2M2.60%
BLOOM ENERGY CORPBEIndustrials213,901 8.1M2.58%
AMPHENOL CORP-CL AAPHTechnology140,206 7.4M2.48%
NVIDIA CORPNVDATechnology90,475 6.9M2.41%
TERAWULF INCWULFFinancial Services1,449,091 6.5M2.36%
VOLATILITY SHS TRETHU—125,556 6.3M2.33%
EVERCORE INCEVRFinancial Services46,881 5.8M2.26%
APPLE INCAAPLTechnology61,806 5.7M2.25%
VISA INC-CLASS A SHARESVFinancial Services45,489 5.5M2.22%
UBER TECHNOLOGIES INCUBERTechnology157,970 5.5M2.21%
ONDAS HOLDINGS INCONDSTechnology1,963,257 5.2M2.16%
PRIMORIS SERVICES CORPPRIMIndustrials100,005 3.7M1.96%
APPLOVIN CORPAPPTechnology16,702 2.0M1.71%