THAMES CAPITAL MANAGEMENT LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$260.4B
Holdings
28
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | 34,423 | $18.9B | 7.24% | |
| 2 | GEVGE VERNOVA INC | 54,439 | $16.6B | 6.38% | |
| 3 | 0DFCDIREXION SHS ETF TR | 102,119 | $16.1B | 6.20% | |
| 4 | VVISA INC | 45,489 | $15.9B | 6.12% | |
| 5 | SPOTSPOTIFY TECHNOLOGY S A | 27,881 | $15.3B | 5.89% | |
| 6 | MSFTMICROSOFT CORP | 40,843 | $15.3B | 5.89% | |
| 7 | METAMETA PLATFORMS INC | 25,192 | $14.5B | 5.58% | |
| 8 | CRMSALESFORCE INC | 51,851 | $13.9B | 5.34% | |
| 9 | AAPLAPPLE INC | 61,806 | $13.7B | 5.27% | |
| 10 | GEGE AEROSPACE | 62,061 | $12.4B | 4.77% | |
| 11 | VRTVERTIV HOLDINGS CO | 161,278 | $11.6B | 4.47% | |
| 12 | UBERUBER TECHNOLOGIES INC | 157,970 | $11.5B | 4.42% | |
| 13 | NVDANVIDIA CORPORATION | 90,475 | $9.8B | 3.77% | |
| 14 | APHAMPHENOL CORP NEW | 140,206 | $9.2B | 3.53% | |
| 15 | DPSTDIREXION SHS ETF TR | 99,897 | $8.6B | 3.32% | |
| 16 | AMZNAMAZON COM INC | 45,254 | $8.6B | 3.31% | |
| 17 | TWLOTWILIO INC | 74,598 | $7.3B | 2.80% | |
| 18 | TMOTHERMO FISHER SCIENTIFIC INC | 13,927 | $6.9B | 2.66% | |
| 19 | 1GSNNOVANTA INC | 53,301 | $6.8B | 2.62% | |
| 20 | CARTMAPLEBEAR INC | 161,736 | $6.5B | 2.48% | |
| 21 | CHWYCHEWY INC | 163,731 | $5.3B | 2.04% | |
| 22 | EXLSEXLSERVICE HOLDINGS INC | 93,276 | $4.4B | 1.69% | |
| 23 | HOODROBINHOOD MKTS INC | 78,947 | $3.3B | 1.26% | |
| 24 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 13,656 | $2.3B | 0.87% | |
| 25 | AIPARTERIS INC | 293,973 | $2.0B | 0.78% | |
| 26 | UFPTUFP TECHNOLOGIES INC | 7,955 | $1.6B | 0.62% | |
| 27 | SAPSAP SE | 4,794 | $1.3B | 0.49% | |
| 28 | FLDFOLD HLDGS INC | 78,883 | $489.1M | 0.19% |