THAMES CAPITAL MANAGEMENT LLC
CIK: 0001714267Latest portfolio: $687.8M · Q4 2025
Holdings
48
Total Value
$687.8M
New Positions
48
Closed Positions
0
Top Holdings
View All 48 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | GEVGE VERNOVA INC | 54,439 | $35.6M | 5.17% | NEW | |
| 2 | STTSTATE STR CORP | 262,094 | $33.8M | 4.92% | NEW | |
| 3 | NVDANVIDIA CORPORATION | 168,785 | $31.5M | 4.58% | NEW | |
| 4 | AXPAMERICAN EXPRESS CO | 80,463 | $29.8M | 4.33% | NEW | |
| 5 | VRTVERTIV HOLDINGS CO | 178,980 | $29.0M | 4.22% | NEW | |
| 6 | HUTHUT 8 CORP | 528,246 | $24.3M | 3.53% | NEW | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 76,789 | $23.3M | 3.39% | NEW | |
| 8 | METAMETA PLATFORMS INC | 33,767 | $22.3M | 3.24% | NEW | |
| 9 | MSFTMICROSOFT CORP | 45,217 | $21.9M | 3.18% | NEW | |
| 10 | URIUNITED RENTALS INC | 26,964 | $21.8M | 3.17% | NEW | |
| 11 | MAMASTERCARD INCORPORATED | 38,155 | $21.8M | 3.17% | NEW | |
| 12 | MUMICRON TECHNOLOGY INC | 72,852 | $20.8M | 3.02% | NEW | |
| 13 | APHAMPHENOL CORP NEW | 152,712 | $20.6M | 3.00% | NEW | |
| 14 | GEGE AEROSPACE | 62,061 | $19.1M | 2.78% | NEW | |
| 15 | RKTROCKET COS INC | 938,659 | $18.2M | 2.64% | NEW | |
| 16 | VVISA INC | 51,568 | $18.1M | 2.63% | NEW | |
| 17 | TRVCCITIGROUP INC | 152,640 | $17.8M | 2.59% | NEW | |
| 18 | AAPLAPPLE INC | 61,806 | $16.8M | 2.44% | NEW | |
| 19 | AGXARGAN INC | 51,794 | $16.2M | 2.36% | NEW | |
| 20 | SPOTSPOTIFY TECHNOLOGY S A | 27,881 | $16.2M | 2.35% | NEW | |
| 21 | EVREVERCORE INC | 46,881 | $16.0M | 2.32% | NEW | |
| 22 | ONDSONDAS HLDGS INC | 1,596,709 | $15.6M | 2.27% | NEW | |
| 23 | COHRCOHERENT CORP | 83,171 | $15.3M | 2.23% | NEW | |
| 24 | CECELANESE CORP DEL | 331,276 | $14.0M | 2.04% | NEW | |
| 25 | GOOGLALPHABET INC | 40,702 | $12.7M | 1.85% | NEW |
Quarterly Changes
Sector Breakdown
Technology0.0% ($3.147823335218672e+55T)
Industrials0.0% ($2.899621822191162e+31T)
Financial Services0.0% ($3.381229767242672e+29T)
Unknown0.0% ($17811634.3T)
Communication Services0.0% ($222891.6T)
Basic Materials0.0% ($14006.1T)
Consumer Cyclical0.0% ($895.8T)
Real Estate0.0% ($46.8B)
Utilities0.0% ($35.6M)
Healthcare0.0% ($7.6M)
Filing History
Fund Information
THAMES CAPITAL MANAGEMENT LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $687.8M across 48 holdings. The largest position is GE VERNOVA INC (GEV), representing 5.2% of the portfolio. Compared to the previous quarter, the fund opened 48 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.